Guardian Asset Advisors, LLC Incresed Positions in Q1 2025

Guardian Asset Advisors, LLC

  • $153 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
14.9K
+ 118.42%
$64.98 - $124.62 $965K - $1.85M
27.4K $2.31B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
131
+ 2.49%
$442.66 - $534.52 $58K - $70K
5.39K $2.87B
SHOP
Shopify Inc.

Technology
5.32K
+ 94.54%
$90.59 - $129.31 $481K - $687K
10.9K $1.04B
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.44K
+ 2.12%
$32.5 - $33.3 $144K - $148K
214K $7.1B
LLY
Eli Lilly & CO

Healthcare
75
+ 2.21%
$725.72 - $929.72 $54.4K - $69.7K
3.47K $2.87B
ABBV
Abb Vie Inc.

Healthcare
491
+ 11.33%
$169.2 - $216.66 $83.1K - $106K
4.83K $1.01B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9K
+ 8.0%
$64.88 - $72.1 $584K - $649K
122K $7.99B
MCD
Mcdonalds Corp

Consumer Cyclical
176
+ 3.42%
$279.74 - $321.29 $49.2K - $56.5K
5.33K $1.66B
META
Meta Platforms, Inc.

Communication Services
298
+ 22.58%
$576.36 - $736.67 $172K - $220K
1.62K $934M
WMT
Walmart Inc.

Consumer Defensive
2.71K
+ 8.48%
$84.5 - $105.05 $229K - $284K
34.6K $3.04B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.74K
+ 5.65%
$27.01 - $28.54 $101K - $107K
70K $1.96B
T
At&T Inc.

Communication Services
1.32K
+ 6.78%
$21.56 - $28.28 $28.4K - $37.2K
20.7K $586M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
105
+ 13.21%
$402.49 - $513.76 $42.3K - $53.9K
900 $436M
GLD
Spdr Gold Trust

ETFs
76
+ 4.32%
$243.19 - $288.14 $18.5K - $21.9K
1.84K $529M
GE
General Electric CO

Industrials
200
+ 10.77%
$168.59 - $212.13 $33.7K - $42.4K
2.06K $412M
VEA
Vanguard Ftse Developed Market

ETFs
1.24K
+ 12.29%
$47.4 - $52.99 $59K - $65.9K
11.4K $578M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.03K
+ 3.62%
$42.38 - $43.28 $86.1K - $87.9K
58.2K $2.47B
BND
Vanguard Bd Index Fd Inc Total

ETFs
581
+ 2.61%
$71.17 - $73.66 $41.3K - $42.8K
22.8K $1.67B
PNC
Pnc Financial Services Group, Inc.

Financial Services
591
+ 21.3%
$168.84 - $202.89 $99.8K - $120K
3.37K $592M
CWB
Spdr Bloomberg Convertible Sec

ETFs
793
+ 18.29%
$75.99 - $81.58 $60.3K - $64.7K
5.13K $393M
NFLX
Netflix Inc

Communication Services
19
+ 2.17%
$828.4 - $1058.6 $15.7K - $20.1K
895 $835M
XLE
Energy Sector Spdr

ETFs
131
+ 2.42%
$85.7 - $93.96 $11.2K - $12.3K
5.54K $518M
JPM
Jpmorgan Chase & CO

Financial Services
69
+ 1.43%
$225.19 - $279.95 $15.5K - $19.3K
4.9K $1.2B
Ge Vernova Inc
256
+ 16.85%
N/A
1.78K $542M
AMZA
Etfis Ser Tr I

ETFs
141
+ 1.93%
$43.54 - $48.7 $6.14K - $6.87K
7.46K $354M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
38
+ 0.09%
$77.7 - $78.94 $2.95K - $3K
40.8K $3.22B
CME
Cme Group Inc.

Financial Services
8
+ 0.69%
$225.82 - $266.54 $1.81K - $2.13K
1.17K $310M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
4.56K
+ 2.78%
$20.7 - $21.15 $94.4K - $96.4K
168K $3.48B
IGRO
Ishares Tr International Divid

ETFs
32
+ 0.46%
$66.91 - $73.87 $2.14K - $2.36K
6.95K $503M
IVE
Ishares S&P 500 Value ETF

ETFs
154
+ 5.37%
$185.78 - $198.58 $28.6K - $30.6K
3.02K $576M
QCOM
Qualcomm Inc

Technology
127
+ 6.82%
$151.94 - $175.86 $19.3K - $22.3K
1.99K $306M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
21
+ 0.28%
$47.08 - $50.67 $989 - $1.06K
7.4K $372M
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.09%
$254.06 - $273.83 $254 - $274
1.12K $297M
XLI
Industrial Sector Spdr

ETFs
57
+ 1.68%
$128.78 - $141.67 $7.34K - $8.08K
3.45K $452M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
64
+ 1.43%
$50.72 - $50.92 $3.25K - $3.26K
4.54K $231M
SUB
Ishares Short Term National Mu

ETFs
11
+ 0.3%
$105.3 - $106.24 $1.16K - $1.17K
3.68K $389M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
57
+ 0.94%
$65.27 - $71.18 $3.72K - $4.06K
6.11K $405M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
247
+ 13.18%
$211.47 - $267.17 $52.2K - $66K
2.12K $449M
IWS
Ishares Russell Midcap Value E

ETFs
35
+ 0.89%
$122.59 - $135.24 $4.29K - $4.73K
3.96K $499M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.09%
$46.78 - $57.72 $187 - $231
4.62K $225M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.18%
$302.31 - $337.54 $605 - $675
1.14K $351M
VST
Vistra Corp.

Utilities
140
+ 7.59%
$108.49 - $191.89 $15.2K - $26.9K
1.99K $233M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
82
+ 0.61%
$53.6 - $58.97 $4.4K - $4.84K
13.5K $739M
CAT
Caterpillar Inc

Industrials
31
+ 1.62%
$326.75 - $407.63 $10.1K - $12.6K
1.94K $640M
CRM
Salesforce, Inc.

Technology
195
+ 12.16%
$268.36 - $359.95 $52.3K - $70.2K
1.8K $483M
IGV
Ishares Expanded Tech Software

ETFs
1.33K
+ 6.78%
$88.3 - $107.83 $117K - $143K
20.9K $1.86B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.05K
+ 4.5%
$57.21 - $65.8 $232K - $266K
94.1K $5.49B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
717
+ 3.81%
$102.49 - $119.96 $73.5K - $86K
19.5K $2.04B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.44K
+ 6.86%
$192.82 - $222.1 $470K - $542K
38K $7.34B
Activity Summary
Buys All Purchases 62 New Holdings 7 Increased Positions 55 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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