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
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2
+ 0.27%
$55.41 - $60.74 $111 - $121
752 $42K
Lam Research Corp
4
+ 0.07%
N/A
5.38K $0
Litman Gregory Fds Tr
1.3K
+ 24.07%
N/A
6.71K $0
QQMG
Invesco Exchange Traded Fd Tr

ETFs
35
+ 12.68%
$31.77 - $36.65 $1.11K - $1.28K
311 $9K
Rbb Fd Inc
4.51K
New
N/A
4.51K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
34.6K
New
N/A
34.6K $0
LHX
L3 Harris Technologies, Inc.

Industrials
3
+ 0.26%
$194.65 - $222.86 $584 - $669
1.16K $242K
NEE
Nextera Energy Inc

Utilities
108
+ 0.92%
$66.96 - $76.16 $7.23K - $8.23K
11.9K $844K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
43
+ 0.29%
$8.24 - $8.68 $354 - $373
14.7K $120K
RIG
Transocean Ltd.

Energy
466
+ 4.37%
$2.67 - $4.28 $1.24K - $1.99K
11.1K $35K
RSP
Invesco S&P 500 Equal Weight E

ETFs
8
+ 0.24%
$169.43 - $182.84 $1.36K - $1.46K
3.3K $571K
VUG
Vanguard Growth ETF

ETFs
226
+ 10.06%
$369.1 - $427.61 $83.4K - $96.6K
2.47K $916K
IWR
Ishares Russell Mid Cap ETF

ETFs
283
+ 3.25%
$82.81 - $92.93 $23.4K - $26.3K
8.99K $764K
DSI
Ishares Msci Kld 400 Social Et

ETFs
13
+ 1.28%
$101.98 - $115.66 $1.33K - $1.5K
1.03K $105K
MET
Metlife Inc

Financial Services
46
+ 0.66%
$77.7 - $87.0 $3.57K - $4K
7.06K $567K
VONE
Vanguard Russell 1000 ETF

ETFs
32
+ 2.63%
$250.16 - $278.79 $8.01K - $8.92K
1.25K $317K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
26
+ 1.17%
$40.03 - $46.81 $1.04K - $1.22K
2.24K $91K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15
+ 0.16%
$21.23 - $23.75 $318 - $356
9.64K $207K
PHM
Pultegroup Inc

Consumer Cyclical
24
+ 1.14%
$101.09 - $118.51 $2.43K - $2.84K
2.13K $218K
AMP
Ameriprise Financial Inc

Financial Services
24
+ 4.95%
$472.29 - $575.13 $11.3K - $13.8K
509 $246K
VTWV
Vanguard Russell 2000 Value Et

ETFs
4
+ 0.35%
$131.51 - $149.24 $526 - $597
1.13K $150K
VTWO
Vanguard Russell 2000 ETF

ETFs
32
+ 1.55%
$80.08 - $92.93 $2.56K - $2.97K
2.1K $169K
LCID
Lucid Group, Inc.

Consumer Cyclical
803
+ 2.68%
$2.03 - $3.48 $1.63K - $2.79K
30.8K $74K
ISCB
International Speedway Corp

ETFs
10
+ 0.25%
$53.73 - $61.7 $537 - $617
3.98K $215K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.12%
$185.73 - $221.19 $186 - $221
823 $153K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
31
+ 0.23%
$32.42 - $36.13 $1.01K - $1.12K
13.4K $441K
CSL
Carlisle Companies Inc

Industrials
2
+ 0.25%
$326.43 - $408.24 $653 - $816
794 $270K
BA
Boeing CO

Industrials
41
+ 0.92%
$148.15 - $186.25 $6.07K - $7.64K
4.48K $764K
GM
General Motors CO

Consumer Cyclical
89
+ 1.99%
$45.22 - $54.92 $4.02K - $4.89K
4.56K $214K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
27
+ 0.41%
$408.78 - $448.82 $11K - $12.1K
6.55K $2.75M
PFE
Pfizer Inc

Healthcare
871
+ 2.17%
$25.01 - $27.13 $21.8K - $23.6K
41K $1.04M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2
+ 0.5%
$634.14 - $744.83 $1.27K - $1.49K
399 $253K
SCHA
Schwab Strategic Tr Us Small C

ETFs
600
+ 3.22%
$23.16 - $27.04 $13.9K - $16.2K
19.2K $450K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
92
+ 5.79%
$165.25 - $224.62 $15.2K - $20.7K
1.68K $279K
GIS
General Mills Inc

Consumer Defensive
526
+ 3.18%
$57.56 - $65.3 $30.3K - $34.3K
17.1K $1.02M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 0.09%
$168.84 - $202.89 $338 - $406
2.22K $390K
URI
United Rentals, Inc.

Industrials
6
+ 1.11%
$594.17 - $789.56 $3.57K - $4.74K
545 $341K
VB
Vanguard Small Cap ETF

ETFs
442
+ 5.79%
$217.89 - $252.64 $96.3K - $112K
8.08K $1.79M
DHR
Danaher Corp

Healthcare
22
+ 1.12%
$201.62 - $250.59 $4.44K - $5.51K
1.99K $406K
AMAT
Applied Materials Inc

Technology
32
+ 1.03%
$145.06 - $195.51 $4.64K - $6.26K
3.14K $455K
GS
Goldman Sachs Group Inc

Financial Services
19
+ 0.81%
$524.81 - $672.19 $9.97K - $12.8K
2.35K $1.29M
BAH
Booz Allen Hamilton Holding Corp

Industrials
88
+ 3.07%
$102.72 - $143.06 $9.04K - $12.6K
2.96K $309K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
44
+ 1.01%
$192.82 - $222.1 $8.48K - $9.77K
4.42K $853K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
178
+ 0.79%
$119.84 - $136.1 $21.3K - $24.2K
22.7K $2.74M
EMR
Emerson Electric CO

Industrials
3
+ 0.06%
$108.64 - $131.17 $326 - $394
5.17K $567K
AXP
American Express CO

Financial Services
14
+ 0.5%
$255.39 - $325.87 $3.58K - $4.56K
2.81K $755K
IWV
Ishares Russell 3000 ETF

ETFs
9
+ 0.19%
$313.1 - $349.83 $2.82K - $3.15K
4.79K $1.52M
DAL
Delta Air Lines, Inc.

Industrials
48
+ 1.0%
$43.6 - $69.06 $2.09K - $3.31K
4.86K $211K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
89
+ 1.0%
$102.49 - $119.96 $9.12K - $10.7K
8.95K $935K
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
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email