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
NVO
Novo Nordisk A S

Healthcare
2.29K
+ 73.1%
$58.08 - $81.05 $133K - $185K
5.42K $373K
IEFA
Ishares Tr

ETFs
506
+ 3.5%
$67.83 - $84.09 $34.3K - $42.5K
15K $1.25M
ISRG
Intuitive Surgical Inc

Healthcare
61
+ 2.51%
$451.58 - $565.94 $27.5K - $34.5K
2.49K $1.35M
VRIG
Invesco Actively Managed ETF F

ETFs
6.03K
+ 6.44%
$24.89 - $25.14 $150K - $152K
99.7K $2.5M
KO
Coca Cola CO

Consumer Defensive
2.28K
+ 15.0%
$68.37 - $73.9 $156K - $168K
17.5K $1.24M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.38K
+ 5.03%
$59.8 - $60.07 $143K - $143K
49.8K $2.98M
BOC
Boston Omaha Corp

Communication Services
10K
New
$13.6 - $15.64 $136K - $156K
10K $140K
SYK
Stryker Corp

Healthcare
276
+ 23.13%
$337.37 - $395.63 $93.1K - $109K
1.47K $581K
EMR
Emerson Electric CO

Industrials
89
+ 1.72%
$94.15 - $133.33 $8.38K - $11.9K
5.26K $701K
SHOP
Shopify Inc.

Technology
314
+ 6.78%
$76.89 - $115.35 $24.1K - $36.2K
4.95K $570K
SO
Southern CO

Utilities
1.36K
+ 10.7%
$84.91 - $92.56 $115K - $126K
14.1K $1.29M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
6K
+ 3.55%
$20.66 - $20.74 $124K - $124K
175K $3.61M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
3.25K
New
$32.79 - $36.78 $107K - $120K
3.25K $119K
ROIV
Roivant Sciences Ltd.

Healthcare
10K
New
$9.08 - $11.62 $91.2K - $117K
10K $113K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.3K
+ 6.61%
N/A
21K $1.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
516
+ 5.74%
$74.88 - $91.97 $38.6K - $47.5K
9.5K $874K
ABT
Abbott Laboratories

Healthcare
627
+ 8.98%
$123.95 - $138.08 $77.7K - $86.6K
7.61K $1.04M
GE
General Electric CO

Industrials
124
+ 9.34%
$166.81 - $257.39 $20.7K - $31.9K
1.45K $373K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.09%
$908.13 - $1056.85 $1.82K - $2.11K
2.33K $2.31M
MCK
Mckesson Corp

Healthcare
6
+ 0.38%
$652.83 - $732.78 $3.92K - $4.4K
1.6K $1.17M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
28
+ 0.11%
$51.16 - $62.02 $1.43K - $1.74K
26.2K $1.63M
ASML
Asml Holding Nv

Technology
60
+ 16.95%
$595.37 - $815.24 $35.7K - $48.9K
414 $331K
GLD
Spdr Gold Trust

ETFs
140
+ 4.42%
$273.71 - $316.29 $38.3K - $44.3K
3.31K $1.01M
INTU
Intuit Inc

Technology
37
+ 9.71%
$544.07 - $787.63 $20.1K - $29.1K
418 $329K
WFC
Wells Fargo & Company

Financial Services
412
+ 5.57%
$60.98 - $80.12 $25.1K - $33K
7.81K $625K
IXN
Ishares Global Information Tec

ETFs
1
+ 0.02%
$65.81 - $92.34 $65.8 - $92.3
5.45K $503K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 3.17%
$4164.15 - $5789.24 $8.33K - $11.6K
65 $376K
HON
Honeywell International Inc

Industrials
45
+ 1.27%
$182.86 - $232.88 $8.23K - $10.5K
3.58K $833K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.87K
+ 1965.07%
$26.18 - $26.93 $75.1K - $77.3K
3.02K $80K
CPRT
Copart Inc

Consumer Cyclical
8.85K
+ 18.43%
$47.72 - $63.84 $423K - $565K
56.9K $2.79M
UBER
Uber Technologies, Inc

Technology
79
+ 2.45%
$64.62 - $93.3 $5.1K - $7.37K
3.3K $307K
MUB
Ishares National Muni Bond ETF

ETFs
811
+ 5.62%
$102.31 - $105.8 $83K - $85.8K
15.2K $1.59M
SNPS
Synopsys Inc

Technology
9
+ 1.15%
$380.9 - $517.66 $3.43K - $4.66K
791 $405K
IXUS
Ishares Tr

ETFs
80
+ 0.98%
$62.37 - $77.63 $4.99K - $6.21K
8.28K $640K
NSC
Norfolk Southern Corp

Industrials
3
+ 0.09%
$206.34 - $257.46 $619 - $772
3.44K $881K
IEV
Ishares Tr Europe ETF

ETFs
190
+ 1.83%
$51.8 - $64.59 $9.84K - $12.3K
10.6K $669K
ADP
Automatic Data Processing Inc

Industrials
188
+ 14.52%
$276.76 - $326.81 $52K - $61.4K
1.48K $457K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
673
+ 5.03%
$29.12 - $35.84 $19.6K - $24.1K
14.1K $503K
QCOM
Qualcomm Inc

Technology
171
+ 2.79%
$124.66 - $159.48 $21.3K - $27.3K
6.3K $1M
LHX
L3 Harris Technologies, Inc.

Industrials
37
+ 3.19%
$200.21 - $256.99 $7.41K - $9.51K
1.2K $300K
BND
Vanguard Bd Index Fd Inc Total

ETFs
754
+ 17.71%
$72.02 - $73.82 $54.3K - $55.7K
5.01K $369K
VONE
Vanguard Russell 1000 ETF

ETFs
75
+ 6.0%
$225.48 - $280.86 $16.9K - $21.1K
1.33K $372K
ADBE
Adobe Inc.

Technology
120
+ 8.66%
$340.0 - $420.68 $40.8K - $50.5K
1.51K $582K
CTAS
Cintas Corp

Industrials
30
+ 1.18%
$190.11 - $227.66 $5.7K - $6.83K
2.58K $574K
FTCS
First Trust Capital Strength E

ETFs
11
+ 0.03%
$81.6 - $92.39 $898 - $1.02K
39.3K $3.57M
CSQ
Calamos Strategic Total Return Fund

Financial Services
57
+ 0.24%
$13.86 - $18.24 $790 - $1.04K
23.4K $426K
NKE
Nike, Inc.

Consumer Cyclical
155
+ 3.07%
$53.27 - $72.04 $8.26K - $11.2K
5.21K $369K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
537
+ 5.22%
$77.94 - $79.5 $41.9K - $42.7K
10.8K $860K
BNDX
Vanguard Total International B

ETFs
827
+ 19.21%
$48.77 - $49.55 $40.3K - $41K
5.13K $254K
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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