Guardian Wealth Advisors, LLC Incresed Positions in Q3 2024

Guardian Wealth Advisors, LLC

  • $838 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
126K
+ 4.63%
$36.82 - $39.74 $4.63M - $4.99M
2.84M $113M
DRSK
ETF Ser Solutions Aptus Define

ETFs
170K
+ 7.92%
$26.97 - $28.55 $4.59M - $4.86M
2.32M $65.7M
OSCV
Opus Small Cap Value ETF

ETFs
53.5K
+ 3.93%
$33.99 - $37.93 $1.82M - $2.03M
1.41M $53M
CGDV
Capital Group Divid Value ETF

ETFs
32K
+ 3.57%
$32.96 - $36.48 $1.05M - $1.17M
927K $33.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
20.2K
+ 2.65%
$61.11 - $67.85 $1.23M - $1.37M
782K $53M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
67.3K
+ 5.85%
$28.1 - $29.89 $1.89M - $2.01M
1.22M $36.4M
RDVY
First Trust Rising Dividend Ac

ETFs
17.7K
+ 3.8%
$53.68 - $59.24 $948K - $1.05M
483K $28.6M
PWR
Quanta Services, Inc.

Industrials
4.59K
+ 385.55%
$239.58 - $298.23 $1.1M - $1.37M
5.78K $1.72M
JCPB
J P Morgan Exchange Traded Fd

ETFs
14.3K
+ 4.24%
$45.87 - $48.53 $655K - $693K
351K $16.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
952
+ 3.6%
$475.2 - $527.7 $452K - $502K
27.4K $14.5M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
50.7K
+ 964.08%
$20.47 - $20.71 $1.04M - $1.05M
56K $1.16M
AMZN
Amazon Com Inc

Consumer Cyclical
5.65K
+ 16.49%
$161.02 - $200.0 $910K - $1.13M
39.9K $7.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
256
+ 1.2%
$517.38 - $573.86 $132K - $147K
21.6K $12.4M
WMT
Walmart Inc.

Consumer Defensive
933
+ 1.81%
$66.91 - $81.4 $62.4K - $75.9K
52.6K $4.25M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.41K
+ 0.66%
$54.98 - $59.51 $77.6K - $84K
216K $12.8M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
8.62K
+ 6.57%
$42.87 - $45.76 $370K - $395K
140K $6.33M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
14.9K
+ 37.19%
$32.65 - $36.69 $486K - $546K
54.9K $2M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
2.69K
+ 2.98%
$33.15 - $38.37 $89K - $103K
92.8K $3.49M
UNH
Unitedhealth Group Inc

Healthcare
102
+ 1.64%
$488.01 - $604.18 $49.8K - $61.6K
6.34K $3.71M
VO
Vanguard Mid Cap ETF

ETFs
538
+ 3.63%
$237.84 - $263.83 $128K - $142K
15.4K $4.05M
AVGO
Broadcom Inc.

Technology
39.1K
+ 888.96%
$136.27 - $1745.86 $5.33M - $68.3M
43.5K $7.51M
AMT
American Tower Corp

Real Estate
118
+ 1.5%
$192.27 - $242.73 $22.7K - $28.6K
7.97K $1.85M
META
Meta Platforms, Inc.

Communication Services
68
+ 1.69%
$453.41 - $572.44 $30.8K - $38.9K
4.1K $2.35M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.74K
+ 1.57%
$63.74 - $73.47 $111K - $128K
113K $8.1M
CHE
Chemed Corp

Healthcare
219
+ 7.43%
$527.82 - $600.97 $116K - $132K
3.17K $1.9M
XCEM
Columbia ETF Tr Ii

ETFs
5.21K
+ 3.24%
$30.17 - $33.79 $157K - $176K
166K $5.42M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
132
+ 2.03%
$386.81 - $423.12 $51.1K - $55.9K
6.63K $2.81M
LOW
Lowes Companies Inc

Consumer Cyclical
24
+ 0.48%
$213.3 - $270.78 $5.12K - $6.5K
5.02K $1.36M
BR
Broadridge Financial Solutions, Inc.

Technology
286
+ 2.67%
$196.56 - $218.55 $56.2K - $62.5K
11K $2.36M
PHYS
Sprott Physical Gold Trust

Financial Services
1.13K
+ 1.2%
$18.12 - $20.72 $20.5K - $23.4K
95.6K $1.95M
V
Visa Inc.

Financial Services
358
+ 3.43%
$253.74 - $291.56 $90.8K - $104K
10.8K $2.97M
IWB
Ishares Tr Russell 1000 ETF

ETFs
224
+ 2.46%
$283.28 - $314.39 $63.5K - $70.4K
9.33K $2.93M
PPA
Invesco Exchange Traded Fd Tr

ETFs
286
+ 1.94%
$102.05 - $114.97 $29.2K - $32.9K
15K $1.73M
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.04%
$194.9 - $224.8 $1.75K - $2.02K
24.2K $5.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
944
+ 29.54%
$178.94 - $207.0 $169K - $195K
4.14K $831K
VB
Vanguard Small Cap ETF

ETFs
316
+ 5.39%
$214.77 - $237.72 $67.9K - $75.1K
6.18K $1.47M
GIS
General Mills Inc

Consumer Defensive
191
+ 1.22%
$62.5 - $75.15 $11.9K - $14.4K
15.8K $1.17M
LMT
Lockheed Martin Corp

Industrials
43
+ 3.76%
$460.3 - $584.56 $19.8K - $25.1K
1.19K $694K
VTV
Vanguard Value ETF

ETFs
621
+ 20.85%
$159.75 - $174.57 $99.2K - $108K
3.6K $628K
CGGR
Capital Group Growth ETF Shs C

ETFs
140
+ 0.19%
$30.71 - $34.79 $4.3K - $4.87K
74.4K $2.59M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
588
+ 50.82%
$210.25 - $231.86 $124K - $136K
1.75K $389K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
764
+ 3.63%
$114.52 - $127.8 $87.5K - $97.6K
21.8K $2.74M
CAT
Caterpillar Inc

Industrials
9
+ 0.45%
$316.8 - $391.12 $2.85K - $3.52K
2.02K $790K
PSLV
Sprott Physical Silver Trust

Financial Services
4.18K
+ 2.82%
$9.17 - $10.84 $38.3K - $45.3K
152K $1.59M
AXP
American Express CO

Financial Services
5
+ 0.18%
$225.92 - $271.17 $1.13K - $1.36K
2.75K $746K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.42K
+ 9.69%
$85.84 - $85.84 $122K - $122K
16K $1.38M
IWD
Ishares Russell 1000 Val ETF

ETFs
14
+ 0.2%
$173.36 - $189.8 $2.43K - $2.66K
6.89K $1.31M
TFC
Truist Financial Corp

Financial Services
1.09K
+ 7.92%
$38.22 - $44.94 $41.8K - $49.1K
14.9K $636K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.31K
+ 1.15%
$50.25 - $50.74 $65.7K - $66.4K
115K $5.84M
Activity Summary
Buys All Purchases 152 New Holdings 37 Increased Positions 115 Sells All Sells 147 Reductions 144 Sold out 3 Options Calls 1 Puts 0
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