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
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.68K
New
$106.31 - $123.73 $178K - $208K
1.68K $207K
COOP
Mr. Cooper Group Inc.

Financial Services
1.73K
New
$91.4 - $119.6 $158K - $207K
1.73K $206K
EXC
Exelon Corp

Utilities
4.47K
New
$37.3 - $46.08 $167K - $206K
4.47K $206K
BK
Bank Of New York Mellon Corp

Financial Services
2.43K
New
$75.42 - $88.95 $184K - $217K
2.43K $204K
FTGC
First Trust Global Tactical CO

ETFs
172
+ 0.14%
$23.95 - $25.86 $4.12K - $4.45K
123K $3.13M
AGNC
Agnc Investment Corp.

Real Estate
20.7K
New
$9.12 - $10.54 $189K - $218K
20.7K $198K
BAC
Bank Of America Corp

Financial Services
6.92K
+ 15.8%
$39.61 - $47.74 $274K - $331K
50.7K $2.12M
RTX
Raytheon Technologies Corp

Industrials
823
+ 16.53%
$114.1 - $135.66 $93.9K - $112K
5.8K $768K
CVX
Chevron Corp

Energy
64
+ 0.86%
$146.71 - $167.97 $9.39K - $10.8K
7.52K $1.26M
VO
Vanguard Mid Cap ETF

ETFs
995
+ 6.56%
$251.87 - $277.95 $251K - $277K
16.2K $4.18M
MCK
Mckesson Corp

Healthcare
9
+ 0.57%
$566.21 - $672.99 $5.1K - $6.06K
1.59K $1.07M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.75K
+ 29.14%
$56.12 - $68.15 $98.4K - $120K
7.77K $527K
FNDF
Schwab Fundamental Intl Large

ETFs
418
+ 0.8%
$32.9 - $37.45 $13.8K - $15.7K
52.4K $1.89M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
4.48K
New
$35.26 - $36.57 $158K - $164K
4.48K $159K
PLTR
Palantir Technologies Inc.

Technology
1.3K
+ 25.59%
$64.98 - $124.62 $84.3K - $162K
6.37K $537K
USFR
Wisdomtree Floating Rate Treas

ETFs
2.88K
+ 0.69%
$50.29 - $50.5 $145K - $145K
421K $21.2M
CI
Cigna Corp

Healthcare
308
+ 35.36%
$274.49 - $329.0 $84.5K - $101K
1.18K $387K
ABT
Abbott Laboratories

Healthcare
90
+ 1.31%
$111.1 - $140.22 $10K - $12.6K
6.98K $926K
MA
Mastercard Inc

Financial Services
120
+ 5.26%
$504.67 - $576.31 $60.6K - $69.2K
2.4K $1.32M
VTV
Vanguard Value ETF

ETFs
550
+ 13.18%
$167.73 - $179.21 $92.3K - $98.6K
4.72K $815K
IYW
Ishares Dj Us Tech ETF

ETFs
990
+ 54.85%
$140.44 - $166.79 $139K - $165K
2.8K $392K
AEP
American Electric Power CO Inc

Utilities
472
+ 16.2%
$90.32 - $109.27 $42.6K - $51.6K
3.39K $369K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
2.9K
+ 1.56%
$20.05 - $20.4 $58.1K - $59.1K
189K $3.85M
IVE
Ishares S&P 500 Value ETF

ETFs
505
+ 81.19%
$185.78 - $198.58 $93.8K - $100K
1.13K $214K
AMGN
Amgen Inc

Healthcare
35
+ 2.1%
$258.59 - $327.36 $9.05K - $11.5K
1.71K $531K
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 0.51%
$279.74 - $321.29 $5.59K - $6.43K
3.94K $1.23M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.09K
+ 11.88%
$77.7 - $78.94 $84.8K - $86.2K
10.3K $811K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
647
+ 0.84%
$42.4 - $44.11 $27.4K - $28.5K
77.5K $3.4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
14
+ 1.32%
$402.49 - $513.76 $5.63K - $7.19K
1.08K $521K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
899
+ 1.22%
$40.79 - $42.32 $36.7K - $38K
74.4K $3.13M
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 0.91%
$890.62 - $1076.86 $18.7K - $22.6K
2.33K $2.2M
UNP
Union Pacific Corp

Industrials
227
+ 5.73%
$225.21 - $254.42 $51.1K - $57.8K
4.19K $990K
OEF
Ishares S&P 100 ETF

ETFs
328
+ 117.56%
N/A
607 $161K
PG
Procter & Gamble CO

Consumer Defensive
212
+ 1.27%
$158.56 - $176.26 $33.6K - $37.4K
16.9K $2.88M
IEFA
Ishares Tr

ETFs
60
+ 0.42%
$69.57 - $78.65 $4.17K - $4.72K
14.5K $1.09M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
88
+ 4.97%
$208.48 - $244.03 $18.3K - $21.5K
1.86K $453K
C
Citigroup Inc

Financial Services
1.01K
+ 27.51%
$67.23 - $84.63 $68K - $85.6K
4.69K $333K
ELV
Elevance Health, Inc.

Healthcare
64
+ 8.85%
$365.9 - $436.25 $23.4K - $27.9K
787 $342K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
2.15K
New
$34.08 - $35.99 $73.3K - $77.4K
2.15K $73K
XLF
Financial Sector Spdr

ETFs
1.36K
+ 243.45%
$47.32 - $52.19 $64.2K - $70.8K
1.91K $95K
XLV
Select Sector Spdr Fund Health

ETFs
419
+ 78.91%
$137.61 - $149.68 $57.7K - $62.7K
950 $138K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.58K
New
$39.61 - $42.65 $62.5K - $67.3K
1.58K $64K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.06K
+ 65.8%
$24.91 - $29.02 $76.2K - $88.8K
7.71K $193K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
654
+ 0.56%
$50.39 - $50.66 $33K - $33.1K
117K $5.94M
NFLX
Netflix Inc

Communication Services
34
+ 4.54%
$828.4 - $1058.6 $28.2K - $36K
783 $730K
XLK
Technology Sector Spdr

ETFs
308
+ 375.61%
$206.38 - $242.18 $63.6K - $74.6K
390 $80K
CSCO
Cisco Systems, Inc.

Technology
145
+ 0.72%
$58.74 - $64.87 $8.52K - $9.41K
20.2K $1.25M
AJG
Arthur J. Gallagher & Co.

Financial Services
9
+ 1.01%
$275.89 - $345.24 $2.48K - $3.11K
899 $310K
IBM
International Business Machines Corp

Technology
20
+ 1.09%
$217.4 - $264.74 $4.35K - $5.29K
1.85K $460K
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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