Guardian Wealth Advisors, LLC Purchases in Q2 2025

Guardian Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PPA
Invesco Exchange Traded Fd Tr

ETFs
977
+ 6.37%
$105.2 - $141.69 $103K - $138K
16.3K $2.31M
ABBV
Abb Vie Inc.

Healthcare
3.86K
+ 44.18%
$170.16 - $206.27 $656K - $795K
12.6K $2.34M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.55K
+ 8.14%
$50.36 - $50.68 $481K - $484K
127K $6.43M
EPD
Enterprise Products Partners L.P.

Energy
15.5K
New
$28.95 - $34.22 $447K - $529K
15.5K $479K
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.34K
+ 4.07%
$51.14 - $57.0 $478K - $532K
239K $13.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
187
+ 0.52%
$152.42 - $182.82 $28.5K - $34.2K
35.9K $6.56M
PLTR
Palantir Technologies Inc.

Technology
885
+ 13.89%
$74.01 - $144.25 $65.5K - $128K
7.26K $989K
GS
Goldman Sachs Group Inc

Financial Services
50
+ 2.12%
$462.22 - $707.75 $23.1K - $35.4K
2.4K $1.7M
PSLV
Sprott Physical Silver Trust

Financial Services
25.4K
+ 16.41%
$9.98 - $12.51 $254K - $318K
181K $2.21M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
6.09K
+ 6.77%
$35.95 - $42.85 $219K - $261K
96K $4.05M
TT
Trane Technologies PLC

Industrials
855
New
$315.21 - $437.41 $270K - $374K
855 $373K
TQQQ
Proshares Ultrapro Qqq

ETFs
4.08K
New
$38.9 - $83.0 $159K - $339K
4.08K $338K
NFLX
Netflix Inc

Communication Services
12
+ 1.53%
$855.86 - $1339.13 $10.3K - $16.1K
795 $1.06M
AMT
American Tower Corp

Real Estate
1.35K
+ 13.94%
$203.96 - $228.19 $275K - $307K
11K $2.43M
VGT
Vanguard Information Technolog

ETFs
140
+ 7.21%
$470.37 - $663.28 $65.9K - $92.9K
2.08K $1.38M
RTX
Raytheon Technologies Corp

Industrials
1.61K
+ 27.82%
$113.75 - $148.48 $184K - $240K
7.42K $1.08M
PHYS
Sprott Physical Gold Trust

Financial Services
7.26K
+ 8.18%
$22.82 - $26.29 $166K - $191K
96K $2.43M
VB
Vanguard Small Cap ETF

ETFs
648
+ 8.02%
$193.73 - $237.37 $126K - $154K
8.73K $2.07M
CRWD
Crowd Strike Holdings, Inc.

Technology
345
+ 54.76%
$321.63 - $509.31 $111K - $176K
975 $496K
CAT
Caterpillar Inc

Industrials
86
+ 2.12%
$273.94 - $388.21 $23.6K - $33.4K
4.14K $1.61M
COF
Capital One Financial Corp

Financial Services
1.26K
New
$150.57 - $212.76 $190K - $268K
1.26K $268K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
8.47K
New
$26.18 - $30.91 $222K - $262K
8.47K $255K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1.14K
+ 1.51%
$23.87 - $29.82 $27.2K - $34K
76.8K $2.29M
PLD
Prologis, Inc.

Real Estate
2.37K
New
$89.76 - $112.34 $213K - $266K
2.37K $249K
OHI
Omega Healthcare Investors Inc

Real Estate
6.78K
New
$35.55 - $39.05 $241K - $265K
6.78K $248K
BK
Bank Of New York Mellon Corp

Financial Services
2.52K
+ 103.66%
$73.31 - $91.62 $185K - $231K
4.96K $451K
VZ
Verizon Communications Inc

Communication Services
6.06K
+ 52.33%
$41.67 - $45.62 $253K - $277K
17.6K $763K
O
Realty Income Corp

Real Estate
4.09K
New
$52.27 - $58.52 $214K - $239K
4.09K $235K
EME
Emcor Group, Inc.

Industrials
439
New
$342.02 - $534.89 $150K - $235K
439 $234K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
342
+ 7.74%
$171.4 - $227.1 $58.6K - $77.7K
4.76K $1.08M
BR
Broadridge Financial Solutions, Inc.

Technology
898
+ 6.86%
$217.22 - $246.25 $195K - $221K
14K $3.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.96K
+ 6.67%
$41.1 - $42.37 $204K - $210K
79.4K $3.36M
JBL
Jabil Inc

Technology
1.02K
New
$116.88 - $218.1 $119K - $223K
1.02K $222K
CEG
Constellation Energy Corp

Utilities
683
New
$170.96 - $322.76 $117K - $220K
683 $220K
BA
Boeing CO

Industrials
204
+ 4.55%
$136.59 - $217.51 $27.9K - $44.4K
4.69K $982K
MSTR
Microstrategy Inc

Technology
35
+ 2.01%
$237.95 - $421.61 $8.33K - $14.8K
1.77K $716K
DG
Dollar General Corp

Consumer Defensive
1.87K
New
$86.02 - $114.95 $161K - $215K
1.87K $214K
INTC
Intel Corp

Technology
9.43K
New
$18.13 - $22.69 $171K - $214K
9.43K $211K
MMM
3 M CO

Industrials
1.36K
New
$126.09 - $154.15 $171K - $209K
1.36K $206K
ABR
Arbor Realty Trust Inc

Real Estate
19.1K
New
$8.92 - $11.89 $170K - $227K
19.1K $204K
CDW
Cdw Corp

Technology
1.13K
New
$144.49 - $190.68 $164K - $216K
1.13K $202K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
4.07K
+ 5.26%
$42.72 - $44.24 $174K - $180K
81.5K $3.58M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.53K
+ 7.64%
$50.1 - $51.02 $177K - $180K
49.8K $2.54M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
318
+ 18.92%
$141.37 - $228.57 $45K - $72.7K
2K $452K
VUG
Vanguard Growth ETF

ETFs
2
+ 0.08%
$329.49 - $438.4 $659 - $877
2.47K $1.08M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.68K
+ 125.97%
$96.84 - $99.46 $163K - $167K
3.02K $299K
IWV
Ishares Russell 3000 ETF

ETFs
9
+ 0.19%
$281.67 - $351.0 $2.54K - $3.16K
4.8K $1.68M
AMAT
Applied Materials Inc

Technology
220
+ 7.01%
$126.95 - $183.52 $27.9K - $40.4K
3.36K $615K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.61K
+ 38.19%
$57.41 - $74.81 $92.4K - $120K
5.83K $432K
Activity Summary
Buys All Purchases 268 New Holdings 37 Increased Positions 231 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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