Guardian Financial Partners, LLC Incresed Positions in Q2 2025

Guardian Financial Partners, LLC

  • $169 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
30.3K
+ 4.1%
$17.76 - $22.1 $538K - $669K
769K $17M
SCHX
Schwab Strategic Tr Us Large C

ETFs
45.2K
+ 12.54%
$19.6 - $24.44 $885K - $1.1M
405K $9.91M
SCHG
Schwab Strategic Tr Us Large C

ETFs
22.1K
+ 12.91%
$22.27 - $29.21 $493K - $646K
193K $5.65M
FNDX
Schwab Fundamental U S Large C

ETFs
31.1K
+ 11.97%
$20.84 - $24.54 $649K - $764K
291K $7.15M
FNDF
Schwab Fundamental Intl Large

ETFs
9.38K
+ 5.89%
$32.25 - $40.02 $302K - $375K
169K $6.75M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.91K
+ 3.76%
$65.84 - $80.81 $258K - $316K
108K $8.64M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.71K
+ 2.39%
$24.38 - $30.18 $115K - $142K
201K $6.07M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.37K
+ 4.17%
$114.78 - $133.31 $272K - $316K
59.1K $7.88M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
21.1K
+ 10.16%
$22.68 - $23.28 $478K - $490K
228K $5.31M
MSFT
Microsoft Corp

Technology
112
+ 3.06%
$354.56 - $497.45 $39.7K - $55.7K
3.77K $1.88M
SCHC
Schwab Strategic Tr Intl Small

ETFs
3.2K
+ 10.43%
$32.41 - $42.59 $104K - $136K
33.9K $1.44M
QDPL
Pacer Fds Tr Metaurus Us Large
3.37K
+ 5.23%
$32.46 - $39.77 $109K - $134K
67.7K $2.67M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
16.2K
+ 15.26%
$18.94 - $21.67 $307K - $351K
122K $2.59M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.42K
+ 4.28%
$49.79 - $50.75 $270K - $275K
132K $6.7M
META
Meta Platforms, Inc.

Communication Services
168
+ 23.01%
$484.66 - $738.09 $81.4K - $124K
898 $662K
FNDE
Schwab Fundamental Emerging Mk

ETFs
4.38K
+ 16.21%
$26.66 - $33.09 $117K - $145K
31.4K $1.04M
FNDA
Schwab Fundamental U S Small C

ETFs
5.08K
+ 15.99%
$23.85 - $28.69 $121K - $146K
36.9K $1.06M
EIX
Edison International

Utilities
5.69K
+ 37.16%
$48.32 - $59.92 $275K - $341K
21K $1.08M
FNDC
Schwab Fundamental Intl Small

ETFs
2.02K
+ 15.36%
$32.97 - $42.05 $66.6K - $85K
15.2K $638K
LLY
Eli Lilly & CO

Healthcare
200
+ 77.22%
$713.71 - $898.95 $143K - $180K
459 $357K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.47K
+ 5.8%
$51.14 - $57.0 $126K - $141K
45K $2.56M
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 3.0%
$908.13 - $1056.85 $45.4K - $52.8K
1.72K $1.7M
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 0.31%
$498.8 - $620.9 $2.99K - $3.73K
1.92K $1.19M
VEA
Vanguard Ftse Developed Market

ETFs
116
+ 0.79%
$45.65 - $57.01 $5.3K - $6.61K
14.9K $848K
ISRG
Intuitive Surgical Inc

Healthcare
9
+ 0.61%
$451.58 - $565.94 $4.06K - $5.09K
1.48K $804K
JPM
Jpmorgan Chase & CO

Financial Services
79
+ 6.79%
$210.28 - $289.91 $16.6K - $22.9K
1.24K $360K
VTI
Vanguard Total Stock Market Et

ETFs
92
+ 8.79%
$243.75 - $303.93 $22.4K - $28K
1.14K $346K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
37
+ 0.28%
$39.89 - $49.46 $1.48K - $1.83K
13.2K $654K
IWM
Ishares Russell 2000 ETF

ETFs
9
+ 0.27%
$174.82 - $215.79 $1.57K - $1.94K
3.31K $714K
SCHO
Schwab Short Term Us Treasury

ETFs
2.05K
+ 4.9%
$24.19 - $24.45 $49.5K - $50K
43.7K $1.07M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.02%
$19.1 - $23.83 $38.2 - $47.7
11.2K $266K
IVE
Ishares S&P 500 Value ETF

ETFs
16
+ 0.4%
$168.34 - $195.42 $2.69K - $3.13K
3.98K $777K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
507
+ 5.06%
$21.85 - $22.76 $11.1K - $11.5K
10.5K $239K
SCHP
Schwab Strategic Us Tips ETF

ETFs
584
+ 4.32%
$26.18 - $26.93 $15.3K - $15.7K
14.1K $376K
Bondbloxx ETF Trust
2.81K
+ 9.6%
N/A
32.1K $0
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.03%
$335.24 - $380.78 $335 - $381
2.97K $1.09M
SPYI
Shp ETF Tr Neos S&P 500 High I
2.97K
+ 6.02%
N/A
52.4K $0
Alps ETF Tr
31.5K
+ 7.63%
N/A
445K $0
Janus Detroit Str Tr
20.7K
+ 7.01%
N/A
316K $0
Series Portfolios Tr
15K
+ 1.98%
N/A
772K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.8K
+ 5.49%
$24.32 - $27.87 $360K - $413K
285K $7.55M
PG
Procter & Gamble CO

Consumer Defensive
21
+ 0.63%
$157.66 - $172.39 $3.31K - $3.62K
3.37K $537K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
143
+ 1.95%
$483.48 - $539.8 $69.1K - $77.2K
7.46K $3.62M
Activity Summary
Buys All Purchases 45 New Holdings 1 Increased Positions 44 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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