Guardian Asset Advisors, LLC Incresed Positions in Q2 2025

Guardian Asset Advisors, LLC

  • $174 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
3.21K
+ 11.71%
$74.01 - $144.25 $237K - $463K
30.6K $4.17B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.78K
+ 4.69%
$171.4 - $227.1 $306K - $405K
39.8K $9.04B
MSFT
Microsoft Corp

Technology
11
+ 0.08%
$354.56 - $497.45 $3.9K - $5.47K
13.3K $6.62B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.48K
+ 6.98%
$58.41 - $72.69 $495K - $617K
130K $9.45B
AMZN
Amazon Com Inc

Consumer Cyclical
340
+ 0.74%
$167.32 - $223.3 $56.9K - $75.9K
46.6K $10.2B
VRT
Vertiv Holdings CO

Industrials
2.43K
+ 19.6%
N/A
14.8K $1.9B
NFLX
Netflix Inc

Communication Services
317
+ 35.42%
$855.86 - $1339.13 $271K - $425K
1.21K $1.62B
VTV
Vanguard Value ETF

ETFs
3.72K
+ 86.34%
$153.67 - $176.74 $571K - $657K
8.02K $1.42B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
648
+ 4.83%
$376.48 - $440.65 $244K - $286K
14.1K $6.21B
Ge Vernova Inc
316
+ 17.8%
N/A
2.09K $1.11B
WMT
Walmart Inc.

Consumer Defensive
1.66K
+ 4.79%
$81.79 - $99.98 $136K - $166K
36.3K $3.55B
SPY
Spdr S&P 500 ETF Trust

ETFs
513
+ 21.56%
$496.48 - $617.85 $255K - $317K
2.89K $1.79B
CWB
Spdr Bloomberg Convertible Sec

ETFs
5.05K
+ 98.38%
$71.86 - $82.66 $363K - $417K
10.2K $841M
META
Meta Platforms, Inc.

Communication Services
232
+ 14.34%
$484.66 - $738.09 $112K - $171K
1.85K $1.37B
CRWD
Crowd Strike Holdings, Inc.

Technology
593
+ 84.23%
$321.63 - $509.31 $191K - $302K
1.3K $661M
UBER
Uber Technologies, Inc

Technology
2.1K
+ 22.11%
$64.62 - $93.3 $136K - $196K
11.6K $1.08B
TSLA
Tesla, Inc.

Consumer Cyclical
187
+ 3.76%
$221.86 - $362.89 $41.5K - $67.9K
5.16K $1.64B
XLC
Select Sector Spdr Tr Communic

ETFs
880
+ 4.74%
$86.13 - $108.53 $75.8K - $95.5K
19.4K $2.11B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
13.3K
+ 7.88%
$20.12 - $21.0 $267K - $279K
182K $3.8B
JPM
Jpmorgan Chase & CO

Financial Services
246
+ 5.02%
$210.28 - $289.91 $51.7K - $71.3K
5.14K $1.49B
PPA
Invesco Exchange Traded Fd Tr

ETFs
79
+ 0.76%
$105.2 - $141.69 $8.31K - $11.2K
10.5K $1.49B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.57K
+ 8.06%
$90.56 - $109.49 $143K - $172K
21.1K $2.31B
SHOP
Shopify Inc.

Technology
160
+ 1.46%
$76.89 - $115.35 $12.3K - $18.5K
11.1K $1.28B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.33K
+ 7.45%
$40.82 - $43.14 $177K - $187K
62.5K $2.7B
XLF
Financial Sector Spdr

ETFs
2.22K
+ 5.56%
$43.92 - $52.37 $97.5K - $116K
42.2K $2.21B
AVGO
Broadcom Inc.

Technology
235
+ 19.12%
$146.29 - $275.65 $34.4K - $64.8K
1.46K $404M
VST
Vistra Corp.

Utilities
230
+ 11.59%
$98.07 - $195.04 $22.6K - $44.9K
2.22K $429M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 0.38%
$416.06 - $551.64 $3.33K - $4.41K
2.09K $1.15B
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.01K
+ 1.41%
$32.62 - $33.58 $98K - $101K
217K $7.27B
GE
General Electric CO

Industrials
190
+ 9.24%
$166.81 - $257.39 $31.7K - $48.9K
2.25K $579M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
15
+ 0.71%
$179.95 - $278.88 $2.7K - $4.18K
2.14K $596M
XLP
Consumer Staples Sector Spdr

ETFs
1.52K
+ 9.42%
N/A
17.7K $1.43B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.08K
+ 36.35%
$85.42 - $94.39 $92.3K - $102K
4.05K $380M
VEA
Vanguard Ftse Developed Market

ETFs
454
+ 3.99%
$45.65 - $57.01 $20.7K - $25.9K
11.8K $674M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.02K
+ 4.49%
$72.02 - $73.82 $73.7K - $75.6K
23.8K $1.75B
CME
Cme Group Inc.

Financial Services
146
+ 12.51%
$252.37 - $290.71 $36.8K - $42.4K
1.31K $362M
IGRO
Ishares Tr International Divid

ETFs
53
+ 0.76%
$66.32 - $80.17 $3.51K - $4.25K
7K $552M
DGRO
Ishares Core Dividend Growth E

ETFs
580
+ 16.26%
$55.22 - $63.94 $32K - $37.1K
4.15K $266M
GLD
Spdr Gold Trust

ETFs
54
+ 2.94%
$273.71 - $316.29 $14.8K - $17.1K
1.89K $576M
CRM
Salesforce, Inc.

Technology
124
+ 6.89%
$236.26 - $291.15 $29.3K - $36.1K
1.92K $525M
IWR
Ishares Russell Mid Cap ETF

ETFs
12
+ 0.24%
$74.88 - $91.97 $899 - $1.1K
5.08K $468M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.17%
$272.36 - $339.57 $545 - $679
1.15K $389M
LNG
Cheniere Energy, Inc.

Energy
2
+ 0.08%
$197.25 - $244.33 $395 - $489
2.55K $620M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.07%
$59.24 - $71.39 $237 - $286
6.11K $436M
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.03%
$110.58 - $132.14 $111 - $132
3.96K $524M
VDC
Vanguard Consumer Staples ETF

ETFs
29
+ 1.07%
$204.89 - $224.73 $5.94K - $6.52K
2.73K $597M
SUB
Ishares Short Term National Mu

ETFs
19
+ 0.52%
$104.77 - $106.34 $1.99K - $2.02K
3.7K $393M
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.24%
$335.24 - $380.78 $2.68K - $3.05K
3.36K $1.23B
HSY
Hershey CO

Consumer Defensive
133
+ 2.97%
$151.29 - $173.13 $20.1K - $23K
4.61K $765M
Activity Summary
Buys All Purchases 65 New Holdings 5 Increased Positions 60 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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