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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
60
+ 0.44%
$27.01 - $28.54 $1.62K - $1.71K
13.6K $380K
GD
General Dynamics Corp

Industrials
9
+ 1.05%
$241.94 - $272.58 $2.18K - $2.45K
865 $235K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
450
+ 28.64%
$23.19 - $23.5 $10.4K - $10.6K
2.02K $46K
XLE
Energy Sector Spdr

ETFs
63
+ 15.29%
$85.7 - $93.96 $5.4K - $5.92K
475 $44K
VGIT
Vanguard Intermediate Term Tre

ETFs
2
+ 0.03%
$57.44 - $59.4 $115 - $119
6.07K $360K
NUE
Nucor Corp

Basic Materials
6
+ 0.29%
$114.48 - $142.52 $687 - $855
2.07K $249K
RWL
Invesco Exchange Traded Fd Tr

ETFs
71
New
$96.9 - $104.39 $6.88K - $7.41K
71 $7K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
72
+ 313.04%
$100.59 - $103.47 $7.24K - $7.45K
95 $9K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
154
New
$50.48 - $51.04 $7.77K - $7.86K
154 $7K
SPGI
S&P Global Inc.

Financial Services
7
+ 1.69%
$478.26 - $543.77 $3.35K - $3.81K
421 $213K
SCHR
Schwab Intermediate Term Us Tr

ETFs
266
+ 4433.33%
$24.05 - $24.86 $6.4K - $6.61K
272 $6K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5
+ 0.39%
$128.74 - $138.67 $644 - $693
1.3K $176K
CGGR
Capital Group Growth ETF Shs C

ETFs
7.08K
+ 8.74%
$33.98 - $39.84 $241K - $282K
88.1K $3.02M
EMB
Ishares Tr

ETFs
53
+ 18.34%
$88.64 - $92.03 $4.7K - $4.88K
342 $30K
VNQ
Vanguard Specialized Funds Van

ETFs
35
+ 8.35%
$85.55 - $94.34 $2.99K - $3.3K
454 $41K
CGCP
Capital Group Core Plus Income

ETFs
75
+ 1.72%
$21.94 - $22.64 $1.65K - $1.7K
4.43K $99K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
159
+ 157.43%
$20.2 - $22.24 $3.21K - $3.54K
260 $5K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
71
+ 9.34%
$52.53 - $58.51 $3.73K - $4.15K
831 $44K
ACWI
Ishares Msci Acwi ETF

ETFs
12
+ 5.91%
$115.16 - $124.13 $1.38K - $1.49K
215 $25K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
35
+ 97.22%
$49.67 - $51.43 $1.74K - $1.8K
71 $3K
INTU
Intuit Inc

Technology
12
+ 3.25%
$555.63 - $630.23 $6.67K - $7.56K
381 $233K
SOXX
Ishares Semiconductor ETF

ETFs
10
+ 333.33%
$188.17 - $235.81 $1.88K - $2.36K
13 $2K
AAL
American Airlines Group Inc.

Industrials
154
+ 1.25%
N/A
12.5K $137K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
3
+ 0.19%
$19.96 - $20.4 $59.9 - $61.2
1.55K $31K
IEF
Ishares Barclays

ETFs
9
+ 8.65%
$91.17 - $95.39 $821 - $859
113 $10K
VGLT
Vanguard Long Term Treasury Et

ETFs
25
New
$53.99 - $58.43 $1.35K - $1.46K
25 $1K
EVX
Vaneck ETF Tr Environmental Se

ETFs
480
+ 400.0%
$33.9 - $179.35 $16.3K - $86.1K
600 $21K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
9
+ 0.05%
N/A
19.7K $1.69M
XLU
Utilities Sector Spdr

ETFs
1
+ 1.75%
$74.7 - $80.27 $74.7 - $80.3
58 $4K
Blackrock Inc
5
+ 0.56%
N/A
897 $0
ETF Ser Solutions
3.94K
+ 0.89%
N/A
446K $0
JUCY
ETF Ser Solutions Aptus Enhanc
140K
+ 5.91%
N/A
2.52M $0
Capital Grp Fixed Incm ETF T
2K
New
N/A
2K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
494
+ 22.46%
N/A
2.69K $0
Fidelity Wise Origin Bitcoin
161
+ 4.16%
N/A
4.04K $0
Amplify ETF Tr
10
New
N/A
10 $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
8
+ 5.8%
$25.69 - $26.89 $206 - $215
146 $3K
XLRE
Select Sector Spdr Tr Real Est

ETFs
3
+ 4.05%
$39.18 - $43.52 $118 - $131
77 $3K
SPIB
Spdr Portfolio Intermediate Te

ETFs
11
New
$32.5 - $33.3 $358 - $366
11 $0
EBND
Spdr Bloomberg Emerging Market

ETFs
39
+ 1300.0%
$19.47 - $20.36 $759 - $794
42 $0
XLI
Industrial Sector Spdr

ETFs
1
+ 3.85%
$128.78 - $141.67 $129 - $142
27 $3K
IDVO
Amplify ETF Tr Intl Enhanced D
3.77K
New
N/A
3.77K $0
Doubleline ETF Trust
5.59K
New
N/A
5.59K $0
Blackrock ETF Trust
33
New
N/A
33 $0
Blackrock ETF Trust
1.76K
New
N/A
1.76K $0
Linde PLC
43
+ 4.08%
N/A
1.1K $0
IMCV
Ishares Morningstar Mid Cap Va

ETFs
2
+ 0.14%
$71.9 - $77.57 $144 - $155
1.41K $104K
JGRO
J P Morgan Exchange Traded Fd
27
+ 42.19%
N/A
91 $0
Labcorp Holdings Inc
11
+ 0.61%
N/A
1.82K $0
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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