Guardian Asset Advisors, LLC Sells in Q1 2025

Guardian Asset Advisors, LLC

  • $153 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-640
- 11.4%
$222.15 - $428.22 $142K - $274K
4.97K $1.29B
MSFT
Microsoft Corp

Technology
-47
- 0.35%
$375.39 - $447.2 $17.6K - $21K
13.3K $4.99B
SPY
Spdr S&P 500 ETF Trust

ETFs
-420
- 15.01%
$551.42 - $612.93 $232K - $257K
2.38K $1.33B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-5.89K
- 11.85%
$24.91 - $29.02 $147K - $171K
43.8K $1.09B
IRM
Iron Mountain Inc

Real Estate
-97
- 0.85%
$82.79 - $111.31 $8.03K - $10.8K
11.3K $976M
IVV
Ishares Core S&P 500 ETF

ETFs
-187
- 7.19%
$554.06 - $615.85 $104K - $115K
2.42K $1.35B
HD
Home Depot, Inc.

Consumer Cyclical
-122
- 3.51%
$347.25 - $424.87 $42.4K - $51.8K
3.36K $1.23B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4.45K
- 29.31%
$25.77 - $27.6 $115K - $123K
10.7K $279M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.06K
- 17.26%
$82.81 - $92.93 $87.5K - $98.2K
5.07K $427M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-44
- 2.07%
$468.34 - $539.52 $20.6K - $23.7K
2.08K $975M
ADBE
Adobe Inc.

Technology
-87
- 9.11%
$377.84 - $464.11 $32.9K - $40.4K
868 $333M
XLF
Financial Sector Spdr

ETFs
-2.97K
- 6.93%
$47.32 - $52.19 $141K - $155K
40K $1.99B
XLC
Select Sector Spdr Tr Communic

ETFs
-566
- 2.96%
$94.84 - $105.31 $53.7K - $59.6K
18.6K $1.79B
ITB
Ishares Tr

ETFs
-171
- 3.5%
$93.86 - $111.45 $16.1K - $19.1K
4.72K $451M
MUB
Ishares National Muni Bond ETF

ETFs
-373
- 10.08%
$104.71 - $107.69 $39.1K - $40.2K
3.33K $351M
PPG
Ppg Industries Inc

Basic Materials
-91
- 3.63%
$107.44 - $124.29 $9.78K - $11.3K
2.41K $264M
MMSI
Merit Medical Systems Inc

Healthcare
-672
- 16.33%
$95.64 - $110.29 $64.3K - $74.1K
3.44K $364M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-252
- 3.2%
$32.42 - $36.13 $8.17K - $9.1K
7.63K $251M
IHE
Ishares Tr

ETFs
-568
- 16.16%
$65.36 - $72.85 $37.1K - $41.4K
2.95K $208M
PFE
Pfizer Inc

Healthcare
-303
- 2.38%
$25.01 - $27.13 $7.58K - $8.22K
12.4K $315M
DGRO
Ishares Core Dividend Growth E

ETFs
-341
- 8.73%
$60.46 - $64.42 $20.6K - $22K
3.57K $217M
VDC
Vanguard Consumer Staples ETF

ETFs
-163
- 5.7%
$206.54 - $226.16 $33.7K - $36.9K
2.7K $590M
FCG
First Tr Exchange Traded Fd

ETFs
-467
- 2.98%
$22.37 - $27.09 $10.4K - $12.7K
15.2K $378M
BUG
Global X Fds Cybersecurity ETF

ETFs
-216
- 1.48%
$31.56 - $36.78 $6.82K - $7.94K
14.3K $464M
HSY
Hershey CO

Consumer Defensive
-49
- 1.08%
$144.74 - $186.36 $7.09K - $9.13K
4.48K $766M
VTV
Vanguard Value ETF

ETFs
-91
- 2.07%
$167.73 - $179.21 $15.3K - $16.3K
4.3K $744M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-133
- 1.26%
$113.59 - $123.29 $15.1K - $16.4K
10.4K $1.22B
PPL
Ppl Corp

Utilities
-138
- 2.04%
$31.68 - $36.11 $4.37K - $4.98K
6.64K $240M
FILL
Ishares Inc Msci Global Energy

ETFs
-500
- 3.14%
$22.61 - $24.93 $11.3K - $12.5K
15.4K $383M
ITA
Ishares Tr

ETFs
-34
- 0.94%
$144.84 - $159.5 $4.92K - $5.42K
3.58K $549M
KO
Coca Cola CO

Consumer Defensive
-100
- 1.94%
$60.81 - $72.32 $6.08K - $7.23K
5.05K $362M
JNJ
Johnson & Johnson

Healthcare
-462
- 7.75%
$142.06 - $167.7 $65.6K - $77.5K
5.5K $912M
SCHW
Schwab Charles Corp

Financial Services
-247
- 1.41%
$71.24 - $83.64 $17.6K - $20.7K
17.3K $1.35B
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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