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
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
1.05K
+ 48.84%
$32.77 - $36.44 $34.4K - $38.3K
3.2K $116K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
498
+ 7.84%
$34.72 - $42.74 $17.3K - $21.3K
6.85K $292K
MCO
Moodys Corp

Financial Services
22
+ 2.89%
$396.7 - $501.59 $8.73K - $11K
782 $392K
VTV
Vanguard Value ETF

ETFs
107
+ 2.27%
$153.67 - $176.74 $16.4K - $18.9K
4.83K $853K
MA
Mastercard Inc

Financial Services
4
+ 0.17%
$479.92 - $590.74 $1.92K - $2.36K
2.41K $1.35M
DAL
Delta Air Lines, Inc.

Industrials
157
+ 3.23%
$35.88 - $52.99 $5.63K - $8.32K
5.02K $246K
LEGR
First Tr ETF Indxx Innovation

ETFs
572
+ 67.29%
$42.95 - $53.81 $24.6K - $30.8K
1.42K $76K
SCHG
Schwab Strategic Tr Us Large C

ETFs
91
+ 1.18%
$22.27 - $29.21 $2.03K - $2.66K
7.8K $227K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
461
+ 4.78%
$19.1 - $23.83 $8.81K - $11K
10.1K $240K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
247
+ 120.49%
$97.68 - $121.38 $24.1K - $30K
452 $54K
DE
Deere & CO

Industrials
2
+ 0.27%
$412.99 - $531.48 $826 - $1.06K
741 $376K
NUE
Nucor Corp

Basic Materials
82
+ 3.96%
$103.22 - $131.43 $8.46K - $10.8K
2.15K $278K
CPHC
Canterbury Park Holding Corp

Consumer Cyclical
133
+ 0.31%
$16.9 - $19.62 $2.25K - $2.61K
43K $810K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
21
+ 0.16%
$22.92 - $28.05 $481 - $589
13.5K $379K
VCIT
Vanguard Intermediate Term Cor

ETFs
225
+ 4.75%
$79.56 - $82.92 $17.9K - $18.7K
4.96K $411K
MDLZ
Mondelez International, Inc.

Consumer Defensive
385
+ 4.95%
$63.54 - $68.5 $24.5K - $26.4K
8.16K $550K
REET
Ishares Global Reit ETF

ETFs
595
+ 3.45%
$21.59 - $25.16 $12.8K - $15K
17.9K $441K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
3
+ 0.1%
$62.52 - $78.19 $188 - $235
2.97K $230K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
40
+ 19.23%
$160.63 - $257.78 $6.43K - $10.3K
248 $63K
GD
General Dynamics Corp

Industrials
13
+ 1.5%
$247.68 - $291.66 $3.22K - $3.79K
878 $256K
KMI
Kinder Morgan, Inc.

Energy
353
+ 2.94%
$25.21 - $29.4 $8.9K - $10.4K
12.3K $363K
IWM
Ishares Russell 2000 ETF

ETFs
58
+ 11.28%
$174.82 - $215.79 $10.1K - $12.5K
572 $123K
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
649
New
$28.32 - $31.03 $18.4K - $20.1K
649 $20K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.14%
$108.06 - $135.3 $216 - $271
1.44K $195K
GM
General Motors CO

Consumer Cyclical
169
+ 3.71%
$42.48 - $50.46 $7.18K - $8.53K
4.73K $232K
CME
Cme Group Inc.

Financial Services
16
+ 1.26%
$252.37 - $290.71 $4.04K - $4.65K
1.29K $355K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.12%
$163.6 - $208.47 $164 - $208
824 $171K
ISCB
International Speedway Corp

ETFs
11
+ 0.28%
$47.12 - $58.28 $518 - $641
3.99K $232K
UNOV
Earth Science Tech, Inc.

ETFs
450
New
$32.19 - $36.09 $14.5K - $16.2K
450 $16K
VTWO
Vanguard Russell 2000 ETF

ETFs
13
+ 0.62%
$70.56 - $87.22 $917 - $1.13K
2.11K $184K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
571
+ 1.03%
$19.49 - $19.66 $11.1K - $11.2K
56K $1.1M
SBUX
Starbucks Corp

Consumer Cyclical
519
+ 9.68%
$79.69 - $99.41 $41.4K - $51.6K
5.88K $538K
MO
Altria Group, Inc.

Consumer Defensive
350
+ 6.66%
$55.56 - $60.91 $19.4K - $21.3K
5.61K $328K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
269
New
$50.09 - $51.09 $13.5K - $13.7K
269 $13K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
571
+ 1.0%
$19.44 - $19.56 $11.1K - $11.2K
57.5K $1.12M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
300
New
$36.26 - $40.45 $10.9K - $12.1K
300 $12K
DFIC
Dimensional ETF Tr Dimensional

ETFs
289
+ 35.37%
$24.94 - $31.15 $7.21K - $9K
1.11K $34K
ACN
Accenture PLC

Technology
179
+ 5.72%
$279.23 - $323.21 $50K - $57.9K
3.31K $988K
HIG
Hartford Financial Services Group, Inc.

Financial Services
47
+ 2.8%
$109.83 - $131.67 $5.16K - $6.19K
1.73K $218K
D
Dominion Energy, Inc

Utilities
134
+ 1.78%
$49.66 - $58.0 $6.65K - $7.77K
7.67K $433K
SPYG
Spdr Portfolio

ETFs
1
+ 0.14%
$71.83 - $95.32 $71.8 - $95.3
705 $67K
GILD
Gilead Sciences, Inc.

Healthcare
124
+ 4.17%
$96.91 - $113.0 $12K - $14K
3.1K $343K
UMBF
Umb Financial Corp

Financial Services
5
+ 0.21%
$86.4 - $107.99 $432 - $540
2.4K $251K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
413
New
N/A
413 $9K
VTWV
Vanguard Russell 2000 Value Et

ETFs
5
+ 0.44%
$116.09 - $139.09 $580 - $695
1.14K $158K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
26
+ 15.57%
$113.67 - $150.4 $2.96K - $3.91K
193 $29K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
93
New
$73.02 - $90.22 $6.79K - $8.39K
93 $8K
CI
Cigna Corp

Healthcare
17
+ 1.44%
$301.89 - $340.04 $5.13K - $5.78K
1.2K $395K
TJX
Tjx Companies Inc

Consumer Cyclical
31
+ 1.14%
$119.13 - $135.03 $3.69K - $4.19K
2.74K $338K
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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