Guardian Financial Partners, LLC Reduced Holdings in Q3 2025

Guardian Financial Partners, LLC

  • $181 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-12.9K
- 5.63%
$22.9 - $23.58 $295K - $303K
215K $5.06M
VEA
Vanguard Ftse Developed Market

ETFs
-3.4K
- 22.82%
$56.02 - $60.3 $190K - $205K
11.5K $687K
ISRG
Intuitive Surgical Inc

Healthcare
-9
- 0.61%
$433.66 - $544.47 $3.9K - $4.9K
1.47K $657K
LLY
Eli Lilly & CO

Healthcare
-159
- 34.64%
$625.65 - $812.69 $99.5K - $129K
300 $228K
IVV
Ishares Core S&P 500 ETF

ETFs
-307
- 16.0%
$620.67 - $670.08 $191K - $206K
1.61K $1.08M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.76K
- 4.01%
$24.23 - $24.42 $42.5K - $42.9K
42K $1.02M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.91K
- 14.43%
$49.43 - $54.52 $94.4K - $104K
11.3K $613K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-275
- 1.95%
$26.44 - $27.1 $7.27K - $7.45K
13.8K $373K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-269
- 2.55%
$22.45 - $23.2 $6.04K - $6.24K
10.3K $236K
Ge Vernova Inc
-297
- 25.96%
N/A
847 $0
VTI
Vanguard Total Stock Market Et

ETFs
-28
- 2.46%
$303.93 - $329.86 $8.51K - $9.24K
1.11K $364K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-8
- 0.07%
$23.82 - $25.84 $191 - $207
11.2K $287K
MRVL
Marvell Technology, Inc.

Technology
-413
- 3.03%
$62.31 - $84.07 $25.7K - $34.7K
13.2K $1.11M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-185
- 0.55%
$42.28 - $45.71 $7.82K - $8.46K
33.7K $1.53M
TSLA
Tesla, Inc.

Consumer Cyclical
-24
- 2.02%
$293.94 - $444.72 $7.05K - $10.7K
1.17K $518K
FNDB
Schwab Fundamental U S Broad M

ETFs
-6.07K
- 3.48%
$23.83 - $25.77 $145K - $156K
168K $4.33M
FNDF
Schwab Fundamental Intl Large

ETFs
-4.2K
- 2.49%
$39.84 - $43.15 $167K - $181K
164K $7.06M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.31K
- 1.19%
$28.92 - $32.19 $66.7K - $74.3K
191K $6.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-18.9K
- 2.46%
$21.69 - $23.34 $411K - $442K
750K $17.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.84K
- 1.91%
$30.13 - $33.37 $116K - $128K
197K $6.59M
AAPL
Apple Inc.

Technology
-972
- 5.88%
$202.38 - $256.87 $197K - $250K
15.6K $3.96M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-443
- 0.11%
$24.46 - $26.5 $10.8K - $11.7K
405K $10.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.32K
- 3.66%
$567.77 - $614.76 $748K - $810K
34.7K $21.2M
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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