Guardian Asset Advisors, LLC Reduced Holdings in Q2 2025

Guardian Asset Advisors, LLC

  • $174 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-814
- 0.9%
$172.42 - $223.89 $140K - $182K
90.1K $18.5B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-6.39K
- 15.69%
$77.94 - $79.5 $498K - $508K
34.4K $2.73B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.79K
- 3.98%
$24.32 - $27.87 $67.8K - $77.6K
67.2K $1.78B
GOOG
Alphabet Inc.

Communication Services
-2.71K
- 18.67%
$146.58 - $180.01 $398K - $488K
11.8K $2.1B
JNJ
Johnson & Johnson

Healthcare
-281
- 5.11%
$146.36 - $159.82 $41.1K - $44.9K
5.22K $797M
XLE
Energy Sector Spdr

ETFs
-548
- 9.89%
$76.44 - $94.13 $41.9K - $51.6K
4.99K $423M
CHD
Church & Dwight CO Inc

Consumer Defensive
-20
- 0.47%
$91.57 - $110.76 $1.83K - $2.22K
4.2K $403M
FILL
Ishares Inc Msci Global Energy

ETFs
-1.82K
- 11.77%
$20.55 - $24.96 $37.3K - $45.3K
13.6K $323M
ITB
Ishares Tr

ETFs
-517
- 10.95%
$85.52 - $96.61 $44.2K - $49.9K
4.2K $393M
ADBE
Adobe Inc.

Technology
-157
- 18.09%
$340.0 - $420.68 $53.4K - $66K
711 $275M
AMZA
Etfis Ser Tr I

ETFs
-217
- 2.91%
$39.22 - $47.77 $8.51K - $10.4K
7.24K $314M
XLI
Industrial Sector Spdr

ETFs
-458
- 13.28%
$116.42 - $147.52 $53.3K - $67.6K
2.99K $442M
QCOM
Qualcomm Inc

Technology
-128
- 6.44%
$124.66 - $159.48 $16K - $20.4K
1.86K $296M
KO
Coca Cola CO

Consumer Defensive
-36
- 0.71%
$68.37 - $73.9 $2.46K - $2.66K
5.02K $355M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-39
- 0.86%
$50.52 - $50.92 $1.97K - $1.99K
4.51K $229M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-90
- 0.66%
$47.46 - $55.3 $4.27K - $4.98K
13.5K $741M
PPG
Ppg Industries Inc

Basic Materials
-62
- 2.57%
$91.66 - $115.04 $5.68K - $7.13K
2.35K $267M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-484
- 6.35%
$29.12 - $35.84 $14.1K - $17.3K
7.14K $256M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-299
- 2.79%
$23.55 - $27.67 $7.04K - $8.27K
10.4K $289M
T
At&T Inc.

Communication Services
-100
- 0.48%
$26.33 - $28.94 $2.63K - $2.89K
20.6K $597M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
-126
- 2.73%
$42.84 - $56.9 $5.4K - $7.17K
4.49K $255M
VEEV
Veeva Systems Inc

Healthcare
-43
- 4.65%
$209.39 - $289.94 $9K - $12.5K
881 $254M
BUG
Global X Fds Cybersecurity ETF

ETFs
-427
- 2.98%
$29.9 - $37.1 $12.8K - $15.8K
13.9K $517M
CAT
Caterpillar Inc

Industrials
-6
- 0.31%
$273.94 - $388.21 $1.64K - $2.33K
1.93K $751M
IVV
Ishares Core S&P 500 ETF

ETFs
-32
- 1.33%
$498.8 - $620.9 $16K - $19.9K
2.38K $1.48B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-670
- 1.53%
$22.27 - $29.21 $14.9K - $19.6K
43.1K $1.26B
IRM
Iron Mountain Inc

Real Estate
-78
- 0.69%
$76.93 - $105.25 $6K - $8.21K
11.3K $1.16B
SCHW
Schwab Charles Corp

Financial Services
-80
- 0.46%
$69.06 - $91.24 $5.52K - $7.3K
17.2K $1.57B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.84K
- 1.95%
$51.16 - $62.02 $93.9K - $114K
92.2K $5.72B
NVDA
Nvidia Corp

Technology
-153
- 0.25%
$94.31 - $157.99 $14.4K - $24.2K
60.1K $9.5B
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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