Guardian Wealth Advisors, LLC Purchases in Q3 2024

Guardian Wealth Advisors, LLC

  • $838 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.58K
New
$57.22 - $80.08 $148K - $207K
2.58K $201K
BSX
Boston Scientific Corp

Healthcare
2.39K
New
$72.96 - $84.0 $175K - $201K
2.39K $200K
VB
Vanguard Small Cap ETF

ETFs
316
+ 5.39%
$214.77 - $237.72 $67.9K - $75.1K
6.18K $1.47M
GIS
General Mills Inc

Consumer Defensive
191
+ 1.22%
$62.5 - $75.15 $11.9K - $14.4K
15.8K $1.17M
LMT
Lockheed Martin Corp

Industrials
43
+ 3.76%
$460.3 - $584.56 $19.8K - $25.1K
1.19K $694K
VTV
Vanguard Value ETF

ETFs
621
+ 20.85%
$159.75 - $174.57 $99.2K - $108K
3.6K $628K
CGGR
Capital Group Growth ETF Shs C

ETFs
140
+ 0.19%
$30.71 - $34.79 $4.3K - $4.87K
74.4K $2.59M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
588
+ 50.82%
$210.25 - $231.86 $124K - $136K
1.75K $389K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
764
+ 3.63%
$114.52 - $127.8 $87.5K - $97.6K
21.8K $2.74M
CAT
Caterpillar Inc

Industrials
9
+ 0.45%
$316.8 - $391.12 $2.85K - $3.52K
2.02K $790K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.42K
+ 9.69%
$85.84 - $85.84 $122K - $122K
16K $1.38M
AXP
American Express CO

Financial Services
5
+ 0.18%
$225.92 - $271.17 $1.13K - $1.36K
2.75K $746K
IWD
Ishares Russell 1000 Val ETF

ETFs
14
+ 0.2%
$173.36 - $189.8 $2.43K - $2.66K
6.89K $1.31M
TFC
Truist Financial Corp

Financial Services
1.09K
+ 7.92%
$38.22 - $44.94 $41.8K - $49.1K
14.9K $636K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.31K
+ 1.15%
$50.25 - $50.74 $65.7K - $66.4K
115K $5.84M
MET
Metlife Inc

Financial Services
158
+ 2.41%
$67.96 - $82.48 $10.7K - $13K
6.71K $553K
IWV
Ishares Russell 3000 ETF

ETFs
16
+ 0.34%
$294.75 - $326.73 $4.72K - $5.23K
4.76K $1.56M
TRV
Travelers Companies, Inc.

Financial Services
2
+ 0.07%
$201.87 - $242.35 $404 - $485
2.73K $637K
RGLD
Royal Gold Inc

Basic Materials
42
+ 1.13%
$125.01 - $146.5 $5.25K - $6.15K
3.76K $527K
ABT
Abbott Laboratories

Healthcare
10
+ 0.18%
$100.07 - $118.13 $1K - $1.18K
5.71K $650K
REET
Ishares Global Reit ETF

ETFs
420
+ 3.02%
$23.07 - $27.17 $9.69K - $11.4K
14.3K $382K
MSTR
Microstrategy Inc

Technology
1.6K
+ 900.0%
$114.3 - $1800.09 $183K - $2.88M
1.78K $300K
FTGC
First Trust Global Tactical CO

ETFs
3.33K
+ 3.05%
$22.3 - $24.39 $74.2K - $81.2K
113K $2.67M
CPRT
Copart Inc

Consumer Cyclical
2.26K
+ 5.79%
$49.19 - $55.54 $111K - $125K
41.2K $2.16M
FNV
Franco Nevada Corp

Basic Materials
89
+ 1.44%
$116.95 - $131.12 $10.4K - $11.7K
6.28K $780K
IVV
Ishares Core S&P 500 ETF

ETFs
42
+ 5.66%
$520.18 - $576.82 $21.8K - $24.2K
784 $452K
ROP
Roper Technologies Inc

Industrials
124
+ 3.23%
$515.25 - $576.55 $63.9K - $71.5K
3.97K $2.21M
SCHA
Schwab Strategic Tr Us Small C

ETFs
51
+ 0.56%
$46.9 - $51.96 $2.39K - $2.65K
9.09K $468K
PEP
Pepsico Inc

Consumer Defensive
23
+ 0.42%
$161.9 - $179.3 $3.72K - $4.12K
5.49K $933K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.24K
+ 1.22%
$21.05 - $21.17 $26.1K - $26.3K
103K $2.17M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
179
+ 5.74%
$75.47 - $83.18 $13.5K - $14.9K
3.3K $274K
AMD
Advanced Micro Devices Inc

Technology
124
+ 2.26%
$128.67 - $183.96 $16K - $22.8K
5.61K $920K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
247
+ 11.93%
$75.88 - $83.21 $18.7K - $20.6K
2.32K $192K
IWC
Russell Micro Cap ETF

ETFs
240
+ 139.53%
$112.21 - $129.46 $26.9K - $31.1K
412 $50K
SYK
Stryker Corp

Healthcare
32
+ 3.66%
$315.94 - $371.96 $10.1K - $11.9K
906 $327K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
618
+ 1.48%
$50.63 - $51.11 $31.3K - $31.6K
42.5K $2.17M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.59K
New
$18.12 - $18.92 $28.8K - $30K
1.59K $29K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
34
+ 0.27%
$31.05 - $34.29 $1.06K - $1.17K
12.6K $431K
AIG
American International Group, Inc.

Financial Services
412
+ 12.79%
$70.16 - $79.23 $28.9K - $32.6K
3.63K $266K
GD
General Dynamics Corp

Industrials
57
+ 7.32%
$279.51 - $308.09 $15.9K - $17.6K
836 $252K
VRIG
Invesco Actively Managed ETF F

ETFs
1.11K
+ 1.3%
$25.05 - $25.21 $27.7K - $27.9K
86.3K $2.16M
VUG
Vanguard Growth ETF

ETFs
3
+ 0.13%
$341.08 - $391.94 $1.02K - $1.18K
2.24K $858K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
75
+ 2.84%
$77.02 - $85.06 $5.78K - $6.38K
2.72K $229K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
492
+ 14.03%
$25.45 - $29.53 $12.5K - $14.5K
4K $116K
DAL
Delta Air Lines, Inc.

Industrials
135
+ 2.92%
$37.32 - $51.8 $5.04K - $6.99K
4.77K $242K
CTAS
Cintas Corp

Industrials
1.57K
+ 257.83%
$201.38 - $819.83 $315K - $1.28M
2.17K $447K
AVUV
American Centy ETF Tr Avantis

ETFs
64
+ 2.42%
$88.24 - $99.7 $5.65K - $6.38K
2.71K $259K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.59%
$3305.62 - $4268.05 $3.31K - $4.27K
64 $269K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
575
New
$31.97 - $37.3 $18.4K - $21.4K
575 $20K
Activity Summary
Buys All Purchases 152 New Holdings 37 Increased Positions 115 Sells All Sells 147 Reductions 144 Sold out 3 Options Calls 1 Puts 0
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