Guardian Financial Partners, LLC Purchases in Q1 2025

Guardian Financial Partners, LLC

  • $159 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
20
New
$663000.0 - $801950.0 $13.3M - $16M
20 $16M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.8K
+ 1.07%
$18.36 - $20.51 $143K - $160K
739K $14.6M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.94K
+ 7.15%
$67.08 - $76.14 $465K - $528K
104K $7.66M
IVV
Ishares Core S&P 500 ETF

ETFs
1.91K
New
$554.06 - $615.85 $1.06M - $1.18M
1.91K $1.07M
VO
Vanguard Mid Cap ETF

ETFs
3.2K
New
$251.87 - $277.95 $806K - $890K
3.2K $827K
IVE
Ishares S&P 500 Value ETF

ETFs
3.97K
New
$185.78 - $198.58 $737K - $787K
3.97K $755K
VEA
Vanguard Ftse Developed Market

ETFs
14.8K
New
$47.4 - $52.99 $700K - $782K
14.8K $750K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
224
+ 3.16%
$442.66 - $534.52 $99.2K - $120K
7.32K $3.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.1K
+ 7.18%
$27.01 - $28.54 $489K - $516K
270K $7.55M
IWM
Ishares Russell 2000 ETF

ETFs
3.3K
New
$198.1 - $229.79 $654K - $758K
3.3K $658K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.2K
New
$42.5 - $46.71 $561K - $616K
13.2K $597K
FNDX
Schwab Fundamental U S Large C

ETFs
23.3K
+ 9.85%
$23.03 - $25.01 $537K - $583K
260K $6.14M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.55K
+ 6.67%
$126.11 - $135.06 $448K - $480K
56.8K $7.32M
SCHX
Schwab Strategic Tr Us Large C

ETFs
31.3K
+ 9.53%
$21.75 - $24.28 $682K - $761K
360K $7.95M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
13.4K
+ 14.39%
$20.2 - $22.24 $270K - $297K
106K $2.28M
AMZN
Amazon Com Inc

Consumer Cyclical
2.18K
+ 70.41%
$190.26 - $242.06 $416K - $529K
5.29K $1.01M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
791
+ 0.4%
$25.81 - $28.52 $20.4K - $22.6K
197K $5.42M
AAPL
Apple Inc.

Technology
2.63K
+ 18.09%
$209.68 - $247.1 $551K - $649K
17.1K $3.81M
FNDE
Schwab Fundamental Emerging Mk

ETFs
4.05K
+ 17.62%
$28.11 - $32.0 $114K - $130K
27K $832K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.98K
+ 7.52%
$56.17 - $59.71 $167K - $178K
42.6K $2.43M
SCHC
Schwab Strategic Tr Intl Small

ETFs
3.06K
+ 11.08%
$33.57 - $37.22 $103K - $114K
30.7K $1.1M
FNDC
Schwab Fundamental Intl Small

ETFs
2.02K
+ 18.16%
$33.34 - $37.44 $67.4K - $75.7K
13.2K $476K
FNDA
Schwab Fundamental U S Small C

ETFs
5.3K
+ 20.0%
$26.87 - $30.99 $142K - $164K
31.8K $870K
META
Meta Platforms, Inc.

Communication Services
160
+ 28.07%
$576.36 - $736.67 $92.2K - $118K
730 $420K
COST
Costco Wholesale Corp

Consumer Defensive
31
+ 1.89%
$890.62 - $1076.86 $27.6K - $33.4K
1.67K $1.58M
QDPL
Pacer Fds Tr Metaurus Us Large
4K
+ 6.63%
$36.5 - $40.04 $146K - $160K
64.3K $2.35M
AVGO
Broadcom Inc.

Technology
756
+ 51.53%
$167.43 - $244.7 $127K - $185K
2.22K $372K
PG
Procter & Gamble CO

Consumer Defensive
111
+ 3.43%
$158.56 - $176.26 $17.6K - $19.6K
3.35K $570K
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.36K
+ 11.28%
$23.16 - $27.04 $194K - $226K
82.5K $1.93M
Series Portfolios Tr
51.9K
+ 7.36%
N/A
757K $0
Janus Detroit Str Tr
295K
New
N/A
295K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
3.56K
+ 7.77%
N/A
49.4K $0
Alps ETF Tr
10.7K
+ 2.67%
N/A
413K $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3
+ 0.03%
$21.23 - $23.75 $63.7 - $71.3
11.2K $240K
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 0.34%
$476.63 - $610.45 $2.38K - $3.05K
1.47K $728K
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.8K
+ 9.43%
$24.91 - $29.02 $368K - $428K
171K $4.29M
EIX
Edison International

Utilities
2.75K
+ 21.87%
$50.06 - $80.01 $138K - $220K
15.3K $902K
NVDA
Nvidia Corp

Technology
1.19K
+ 11.84%
$106.98 - $149.43 $127K - $177K
11.2K $1.21M
MRVL
Marvell Technology, Inc.

Technology
1.2K
+ 9.05%
$61.57 - $126.06 $74.1K - $152K
14.5K $892K
Activity Summary
Buys All Purchases 40 New Holdings 8 Increased Positions 32 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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