Guardian Financial Partners, LLC Incresed Positions in Q3 2025

Guardian Financial Partners, LLC

  • $181 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.8K
+ 4.74%
$132.9 - $142.03 $373K - $398K
61.9K $8.73M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.91K
+ 3.62%
$79.76 - $85.78 $311K - $335K
112K $9.46M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.2K
+ 6.05%
$26.38 - $27.95 $454K - $481K
302K $8.24M
MSFT
Microsoft Corp

Technology
1.13K
+ 29.87%
$491.09 - $535.64 $553K - $603K
4.9K $2.54M
FNDX
Schwab Fundamental U S Large C

ETFs
2.69K
+ 0.92%
$24.38 - $26.34 $65.6K - $70.9K
294K $7.73M
NVDA
Nvidia Corp

Technology
1.07K
+ 11.65%
$153.3 - $186.58 $164K - $200K
10.3K $1.92M
AVGO
Broadcom Inc.

Technology
875
+ 106.45%
$264.74 - $369.57 $232K - $323K
1.7K $559K
QDPL
Pacer Fds Tr Metaurus Us Large
3.5K
+ 5.17%
$39.4 - $42.1 $138K - $147K
71.2K $2.98M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.38K
+ 2.58%
$25.29 - $28.33 $60.1K - $67.3K
94.4K $2.63M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.91K
+ 6.45%
$55.61 - $57.37 $162K - $167K
48K $2.74M
FNDA
Schwab Fundamental U S Small C

ETFs
1.74K
+ 4.71%
$28.75 - $31.93 $49.9K - $55.4K
38.6K $1.2M
META
Meta Platforms, Inc.

Communication Services
200
+ 22.27%
$695.21 - $791.73 $139K - $158K
1.1K $806K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.58K
+ 1.96%
$50.53 - $50.82 $131K - $131K
135K $6.84M
FNDE
Schwab Fundamental Emerging Mk

ETFs
930
+ 2.96%
$33.13 - $36.31 $30.8K - $33.8K
32.4K $1.17M
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 0.37%
$357.4 - $423.42 $3.93K - $4.66K
2.98K $1.21M
AMZN
Amazon Com Inc

Consumer Cyclical
473
+ 25.68%
$211.65 - $238.24 $100K - $113K
2.32K $508K
EIX
Edison International

Utilities
404
+ 1.92%
$50.42 - $56.35 $20.4K - $22.8K
21.4K $1.18M
IWM
Ishares Russell 2000 ETF

ETFs
9
+ 0.27%
$214.92 - $244.84 $1.93K - $2.2K
3.32K $802K
FNDC
Schwab Fundamental Intl Small

ETFs
513
+ 3.38%
$41.81 - $45.21 $21.4K - $23.2K
15.7K $698K
JPM
Jpmorgan Chase & CO

Financial Services
88
+ 7.09%
$282.78 - $316.06 $24.9K - $27.8K
1.33K $419K
VO
Vanguard Mid Cap ETF

ETFs
13
+ 0.41%
$279.83 - $293.74 $3.64K - $3.82K
3.21K $944K
IVE
Ishares S&P 500 Value ETF

ETFs
17
+ 0.43%
$194.44 - $206.51 $3.31K - $3.51K
4K $825K
Series Portfolios Tr
1.38K
+ 0.18%
N/A
773K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
9.71K
+ 18.53%
N/A
62.1K $0
Janus Detroit Str Tr
13.8K
+ 4.38%
N/A
330K $0
Alps ETF Tr
14.3K
+ 3.21%
N/A
459K $0
PG
Procter & Gamble CO

Consumer Defensive
37
+ 1.1%
$150.47 - $161.22 $5.57K - $5.97K
3.41K $523K
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 1.57%
$915.95 - $994.57 $24.7K - $26.9K
1.74K $1.61M
Activity Summary
Buys All Purchases 36 New Holdings 7 Increased Positions 29 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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