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
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
250
New
$28.35 - $31.3 $7.09K - $7.83K
250 $7K
FISV
Fiserv Inc

Technology
55
+ 3.13%
N/A
1.81K $226K
PHM
Pultegroup Inc

Consumer Cyclical
7
+ 0.33%
$92.02 - $106.54 $644 - $746
2.13K $225K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
8
+ 6.78%
$224.16 - $285.86 $1.79K - $2.29K
126 $36K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
16
+ 1.28%
$30.87 - $39.17 $494 - $627
1.27K $49K
DHI
Horton D R Inc

Consumer Cyclical
16
+ 0.89%
$115.1 - $129.63 $1.84K - $2.07K
1.81K $233K
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.63%
$220.04 - $280.07 $220 - $280
159 $44K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
215
+ 8.65%
$22.43 - $23.23 $4.82K - $4.99K
2.7K $62K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
49
+ 51.58%
$102.02 - $103.5 $5K - $5.07K
144 $14K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
19
+ 2.29%
$47.24 - $58.55 $898 - $1.11K
850 $49K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
50
New
$62.18 - $94.42 $3.11K - $4.72K
50 $4K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4
+ 0.18%
$35.35 - $42.68 $141 - $171
2.25K $95K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
9
+ 0.57%
$37.18 - $42.55 $335 - $383
1.59K $67K
PGF
Invesco Exchange Traded Fd Tr

ETFs
260
+ 9.92%
$13.7 - $14.31 $3.56K - $3.72K
2.88K $40K
ROP
Roper Technologies Inc

Industrials
196
+ 4.13%
$519.19 - $590.78 $102K - $116K
4.94K $2.8M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
121
New
$23.4 - $29.68 $2.83K - $3.59K
121 $3K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3
+ 0.4%
$50.39 - $60.05 $151 - $180
755 $45K
VHT
Vanguard Health Care ETF

ETFs
21
+ 12.8%
$236.71 - $261.92 $4.97K - $5.5K
185 $45K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
112
New
$16.58 - $24.56 $1.86K - $2.75K
112 $2K
RSPE
Invesco Exchange Traded Fd Tr

ETFs
36
+ 10.56%
$22.89 - $27.54 $824 - $991
377 $10K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
17
+ 7.98%
$22.54 - $23.17 $383 - $394
230 $5K
XLB
Select Sector Spdr Fd Material

ETFs
3
+ 27.27%
$74.27 - $88.92 $223 - $267
14 $1K
First Tr Exchng Traded Fd Vi
3.23K
New
N/A
3.23K $0
Litman Gregory Fds Tr
44
+ 1.5%
N/A
2.97K $0
ETF Ser Solutions
12.2K
+ 2.75%
N/A
458K $0
Fidelity Wise Origin Bitcoin
250
+ 6.2%
N/A
4.29K $0
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 4.35%
$204.89 - $224.73 $205 - $225
24 $5K
Arista Networks Inc
2.54K
New
N/A
2.54K $0
Blackrock Inc
18
+ 2.01%
N/A
915 $0
FTSL
First Trust Senior Ln Fund

ETFs
13
+ 3.25%
$44.58 - $46.07 $580 - $599
413 $18K
Blackrock ETF Trust
177
+ 536.36%
N/A
210 $0
First Tr Exchange Traded Fd
140K
New
N/A
140K $0
Managed Portfolio Series
43.6K
New
N/A
43.6K $0
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1
New
$57.14 - $72.68 $57.1 - $72.7
1 $0
Litman Gregory Fds Tr
1.34K
+ 19.98%
N/A
8.05K $0
Litman Gregory Fds Tr
250
+ 2.38%
N/A
10.8K $0
Lam Research Corp
141
+ 2.62%
N/A
5.52K $0
Proshares Tr
72.1K
New
N/A
72.1K $0
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1
New
$23.14 - $27.82 $23.1 - $27.8
1 $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
1
+ 1.3%
$37.08 - $42.26 $37.1 - $42.3
78 $3K
SPIB
Spdr Portfolio Intermediate Te

ETFs
4
+ 36.36%
$32.62 - $33.58 $130 - $134
15 $0
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6
+ 0.46%
$121.58 - $136.74 $729 - $820
1.3K $176K
RWL
Invesco Exchange Traded Fd Tr

ETFs
1
+ 1.41%
$89.02 - $104.29 $89 - $104
72 $7K
ATO
Atmos Energy Corp

Utilities
6
+ 0.44%
$145.06 - $162.66 $870 - $976
1.36K $209K
Peakstone Realty Trust
13
+ 0.13%
N/A
10.4K $0
IHE
Ishares Tr

ETFs
1
+ 1.16%
$61.0 - $68.22 $61 - $68.2
87 $5K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
1
+ 0.06%
$19.43 - $20.13 $19.4 - $20.1
1.55K $30K
ZTS
Zoetis Inc.

Healthcare
62
+ 4.62%
$144.41 - $170.3 $8.95K - $10.6K
1.41K $219K
ALL
Allstate Corp

Financial Services
24
+ 1.75%
$180.53 - $212.64 $4.33K - $5.1K
1.4K $281K
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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