Guardian Wealth Advisors, LLC Purchases in Q1 2025

Guardian Wealth Advisors, LLC

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DRSK
ETF Ser Solutions Aptus Define

ETFs
159K
+ 4.45%
$27.06 - $28.25 $4.29M - $4.48M
3.72M $101M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.1K
+ 5.26%
$442.66 - $534.52 $487K - $589K
22.1K $11.7M
CGDV
Capital Group Divid Value ETF

ETFs
50.9K
+ 5.29%
$34.95 - $37.36 $1.78M - $1.9M
1.01M $36.1M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
32.8K
+ 10.68%
$32.66 - $36.43 $1.07M - $1.19M
340K $11.9M
VEA
Vanguard Ftse Developed Market

ETFs
15.2K
+ 4.84%
$47.4 - $52.99 $722K - $807K
330K $16.8M
JCPB
J P Morgan Exchange Traded Fd

ETFs
21.7K
+ 4.83%
$45.56 - $47.23 $987K - $1.02M
470K $22.1M
EFV
Msci Eafe Value ETF

ETFs
6K
+ 3.93%
$51.88 - $60.73 $311K - $364K
159K $9.35M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11.2K
+ 2.67%
$44.72 - $46.25 $502K - $519K
432K $19.9M
DFAI
Dimensional ETF Tr

ETFs
2.68K
+ 0.8%
$28.88 - $32.4 $77.4K - $86.9K
336K $10.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
61.4K
+ 4.12%
$29.34 - $31.31 $1.8M - $1.92M
1.55M $46M
RDVY
First Trust Rising Dividend Ac

ETFs
15.4K
+ 3.09%
$57.22 - $63.39 $880K - $975K
513K $30M
PGR
Progressive Corp

Financial Services
113
+ 0.93%
$235.61 - $291.22 $26.6K - $32.9K
12.2K $3.46M
V
Visa Inc.

Financial Services
128
+ 0.94%
$306.92 - $362.71 $39.3K - $46.4K
13.8K $4.83M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
5.82K
+ 6.92%
$38.54 - $41.5 $224K - $241K
89.9K $3.66M
IEMG
Ishares Inc

ETFs
8.45K
+ 5.39%
N/A
165K $8.87M
CHE
Chemed Corp

Healthcare
140
+ 3.51%
$521.84 - $615.32 $73.1K - $86.1K
4.13K $2.54M
ROP
Roper Technologies Inc

Industrials
176
+ 3.85%
$502.71 - $593.81 $88.5K - $105K
4.75K $2.8M
D
Dominion Energy, Inc

Utilities
7.54K
New
$52.85 - $57.43 $398K - $433K
7.54K $422K
VGT
Vanguard Information Technolog

ETFs
925
+ 90.86%
$542.38 - $646.34 $502K - $598K
1.94K $1.05M
GLD
Spdr Gold Trust

ETFs
1.11K
+ 54.16%
$243.19 - $288.14 $271K - $321K
3.17K $912K
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
+ 3.79%
$225.19 - $279.95 $228K - $284K
27.8K $6.81M
AMT
American Tower Corp

Real Estate
333
+ 3.57%
$173.46 - $217.6 $57.8K - $72.5K
9.66K $2.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.06K
+ 2.5%
$58.01 - $64.46 $119K - $133K
84.6K $5.25M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.73K
New
$79.17 - $82.04 $375K - $388K
4.73K $387K
AVUV
American Centy ETF Tr Avantis

ETFs
4.22K
New
$84.95 - $100.62 $359K - $425K
4.22K $368K
MCO
Moodys Corp

Financial Services
760
New
$437.8 - $527.48 $333K - $401K
760 $353K
NOC
Northrop Grumman Corp

Industrials
680
New
$433.45 - $513.82 $295K - $349K
680 $348K
PSLV
Sprott Physical Silver Trust

Financial Services
1.57K
+ 1.02%
$9.86 - $11.68 $15.5K - $18.3K
155K $1.8M
CAT
Caterpillar Inc

Industrials
1.24K
+ 44.0%
$326.75 - $407.63 $405K - $505K
4.06K $1.34M
LLY
Eli Lilly & CO

Healthcare
68
+ 1.42%
$725.72 - $929.72 $49.3K - $63.2K
4.85K $4.01M
ABBV
Abb Vie Inc.

Healthcare
165
+ 1.93%
$169.2 - $216.66 $27.9K - $35.7K
8.73K $1.83M
SLV
I Shares Silver Trust

ETFs
9.84K
New
$26.93 - $31.32 $265K - $308K
9.84K $305K
JNJ
Johnson & Johnson

Healthcare
527
+ 5.21%
$142.06 - $167.7 $74.9K - $88.4K
10.6K $1.76M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
33K
+ 9.64%
$32.49 - $37.99 $1.07M - $1.25M
375K $12.6M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
7.97K
+ 3.02%
$74.34 - $81.0 $592K - $645K
272K $20.7M
BR
Broadridge Financial Solutions, Inc.

Technology
289
+ 2.26%
$221.46 - $244.83 $64K - $70.8K
13.1K $3.18M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
13.3K
+ 8.98%
$18.18 - $18.58 $242K - $247K
161K $2.99M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.95K
+ 9.53%
$44.41 - $45.98 $220K - $227K
56.9K $2.6M
UMBF
Umb Financial Corp

Financial Services
2.39K
New
$98.0 - $122.56 $234K - $293K
2.39K $241K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
7.3K
New
$32.13 - $33.82 $235K - $247K
7.3K $236K
UBER
Uber Technologies, Inc

Technology
3.22K
New
$63.17 - $81.49 $203K - $262K
3.22K $234K
MGV
Vanguard Mega Cap Value

ETFs
1.81K
New
$123.61 - $133.01 $224K - $241K
1.81K $233K
UNH
Unitedhealth Group Inc

Healthcare
189
+ 2.6%
$461.52 - $548.18 $87.2K - $104K
7.46K $3.91M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.7K
+ 91.26%
$18.36 - $20.51 $197K - $220K
22.5K $445K
KO
Coca Cola CO

Consumer Defensive
1.38K
+ 9.96%
$60.81 - $72.32 $83.7K - $99.5K
15.2K $1.09M
HON
Honeywell International Inc

Industrials
1.22K
+ 52.61%
$202.75 - $226.52 $247K - $276K
3.54K $748K
PM
Philip Morris International Inc.

Consumer Defensive
379
+ 8.96%
$117.15 - $158.79 $44.4K - $60.2K
4.61K $731K
FDX
Fedex Corp

Industrials
883
New
$230.33 - $281.53 $203K - $249K
883 $215K
ATO
Atmos Energy Corp

Utilities
1.36K
New
$136.51 - $154.58 $185K - $209K
1.36K $209K
Activity Summary
Buys All Purchases 279 New Holdings 36 Increased Positions 243 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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