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
GE
General Electric CO

Industrials
75
+ 5.99%
$168.59 - $212.13 $12.6K - $15.9K
1.33K $265K
MO
Altria Group, Inc.

Consumer Defensive
237
+ 4.72%
$50.81 - $60.02 $12K - $14.2K
5.26K $315K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.22K
+ 23.64%
$37.07 - $40.63 $45K - $49.4K
6.36K $250K
MSTR
Microstrategy Inc

Technology
180
+ 11.56%
$239.27 - $396.5 $43.1K - $71.4K
1.74K $500K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
762
+ 1.63%
$59.78 - $60.03 $45.6K - $45.7K
47.4K $2.84M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.54K
+ 57.73%
$65.15 - $91.81 $101K - $142K
4.22K $275K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
741
+ 1.63%
$50.87 - $51.09 $37.7K - $37.9K
46.2K $2.36M
PPA
Invesco Exchange Traded Fd Tr

ETFs
146
+ 0.96%
$113.59 - $123.29 $16.6K - $18K
15.3K $1.79M
CPRT
Copart Inc

Consumer Cyclical
1.44K
+ 3.08%
$52.3 - $59.83 $75.1K - $85.9K
48K $2.72M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.72K
+ 1.03%
$20.64 - $20.73 $35.6K - $35.7K
169K $3.49M
AMD
Advanced Micro Devices Inc

Technology
1.42K
+ 23.93%
$96.63 - $129.55 $137K - $183K
7.33K $752K
IGRO
Ishares Tr International Divid

ETFs
22
+ 0.27%
$66.91 - $73.87 $1.47K - $1.63K
8.24K $596K
PGF
Invesco Exchange Traded Fd Tr

ETFs
2.62K
New
$14.28 - $14.97 $37.4K - $39.2K
2.62K $37K
REET
Ishares Global Reit ETF

ETFs
1.27K
+ 7.94%
$23.24 - $25.16 $29.5K - $32K
17.3K $418K
VRIG
Invesco Actively Managed ETF F

ETFs
1.55K
+ 1.69%
$25.06 - $25.19 $38.9K - $39.1K
93.7K $2.35M
XLC
Select Sector Spdr Tr Communic

ETFs
333
+ 652.94%
$94.84 - $105.31 $31.6K - $35.1K
384 $37K
AFL
Aflac Inc

Financial Services
19
+ 0.48%
$100.99 - $111.19 $1.92K - $2.11K
3.96K $440K
VLO
Valero Energy Corp

Energy
101
+ 5.1%
$121.76 - $142.99 $12.3K - $14.4K
2.08K $274K
XLP
Consumer Staples Sector Spdr

ETFs
420
+ 88.79%
N/A
893 $67K
FNDX
Schwab Fundamental U S Large C

ETFs
1.29K
+ 139.94%
$23.03 - $25.01 $29.8K - $32.3K
2.22K $52K
IXUS
Ishares Tr

ETFs
5
+ 0.06%
$65.06 - $72.31 $325 - $362
8.2K $572K
XLY
Select Sector Spdr Consumer Di

ETFs
156
+ 866.67%
$192.6 - $233.2 $30K - $36.4K
174 $34K
SCHW
Schwab Charles Corp

Financial Services
188
+ 6.0%
$71.24 - $83.64 $13.4K - $15.7K
3.32K $259K
BSJR
Invesco Indx Tr

ETFs
1.11K
+ 251.47%
$22.4 - $22.69 $24.8K - $25.2K
1.55K $34K
SYK
Stryker Corp

Healthcare
29
+ 2.49%
$355.18 - $399.9 $10.3K - $11.6K
1.19K $444K
MU
Micron Technology Inc

Technology
110
+ 1.97%
$86.89 - $109.38 $9.56K - $12K
5.71K $495K
NKE
Nike, Inc.

Consumer Cyclical
1.11K
+ 28.14%
$63.29 - $81.72 $70.2K - $90.6K
5.05K $320K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
205
New
$108.02 - $120.45 $22.1K - $24.7K
205 $22K
FANG
Diamondback Energy, Inc.

Energy
458
+ 3.47%
$139.9 - $180.18 $64.1K - $82.5K
13.7K $2.18M
ADP
Automatic Data Processing Inc

Industrials
15
+ 1.17%
$286.85 - $318.64 $4.3K - $4.78K
1.3K $395K
VBR
Vanguard Small Cap Value ETF

ETFs
192
+ 16.24%
$183.02 - $207.75 $35.1K - $39.9K
1.37K $255K
HEFA
Ishares Currency Hedged Msci E

ETFs
529
+ 88.61%
$34.83 - $37.52 $18.4K - $19.8K
1.13K $40K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
142
+ 12.03%
$97.25 - $104.79 $13.8K - $14.9K
1.32K $137K
FNDA
Schwab Fundamental U S Small C

ETFs
748
+ 210.11%
$26.87 - $30.99 $20.1K - $23.2K
1.1K $30K
BLOK
Amplify ETF Tr Trnsformational

ETFs
492
New
$36.88 - $49.3 $18.1K - $24.3K
492 $18K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
294
+ 12.08%
$46.18 - $47.84 $13.6K - $14.1K
2.73K $129K
WFC
Wells Fargo & Company

Financial Services
62
+ 0.84%
$66.78 - $81.42 $4.14K - $5.05K
7.4K $531K
VBK
Vanguard Small Cap Growth ETF

ETFs
70
+ 111.11%
$247.97 - $296.33 $17.4K - $20.7K
133 $33K
META
Meta Platforms, Inc.

Communication Services
135
+ 2.94%
$576.36 - $736.67 $77.8K - $99.5K
4.73K $2.73M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
79
+ 81.44%
$196.12 - $229.48 $15.5K - $18.1K
176 $35K
ZTS
Zoetis Inc.

Healthcare
62
+ 4.84%
$156.48 - $175.67 $9.7K - $10.9K
1.34K $221K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
384
+ 0.7%
$19.43 - $19.62 $7.46K - $7.53K
55.4K $1.09M
IGV
Ishares Expanded Tech Software

ETFs
262
+ 29.11%
$88.3 - $107.83 $23.1K - $28.3K
1.16K $103K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
560
+ 4666.67%
$21.77 - $22.56 $12.2K - $12.6K
572 $12K
MSI
Motorola Solutions, Inc.

Technology
54
+ 11.92%
$411.73 - $482.1 $22.2K - $26K
507 $221K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
385
+ 0.68%
$19.42 - $19.54 $7.48K - $7.52K
56.9K $1.11M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
453
+ 28.44%
$23.03 - $23.17 $10.4K - $10.5K
2.05K $47K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
244
+ 3485.71%
$44.68 - $46.49 $10.9K - $11.3K
251 $11K
NVO
Novo Nordisk A S

Healthcare
726
+ 30.2%
$69.3 - $90.95 $50.3K - $66K
3.13K $217K
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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