Guardian Wealth Advisors, LLC Incresed Positions in Q2 2025

Guardian Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
283K
+ 7.12%
$36.36 - $41.4 $10.3M - $11.7M
4.27M $177M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
282K
+ 83.09%
$30.96 - $40.6 $8.74M - $11.5M
622K $25.1M
DRSK
ETF Ser Solutions Aptus Define

ETFs
229K
+ 6.14%
$26.75 - $28.79 $6.11M - $6.58M
3.95M $113M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.6K
+ 15.4%
$456.74 - $568.03 $5.76M - $7.16M
94.5K $53.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
107K
+ 4.5%
$19.6 - $24.44 $2.1M - $2.62M
2.49M $60.8M
CGDV
Capital Group Divid Value ETF

ETFs
59.8K
+ 5.9%
$31.93 - $39.49 $1.91M - $2.36M
1.07M $42.4M
MSFT
Microsoft Corp

Technology
1.73K
+ 4.41%
$354.56 - $497.45 $614K - $862K
41.1K $20.4M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
64.6K
+ 4.17%
$27.3 - $31.8 $1.76M - $2.05M
1.61M $51.3M
HD
Home Depot, Inc.

Consumer Cyclical
11.5K
+ 187.67%
$335.24 - $380.78 $3.85M - $4.37M
17.6K $6.45M
OSCV
Opus Small Cap Value ETF

ETFs
57.1K
+ 4.0%
$31.34 - $36.29 $1.79M - $2.07M
1.48M $53.6M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
22K
+ 8.1%
$67.22 - $81.54 $1.48M - $1.8M
294K $24M
VEA
Vanguard Ftse Developed Market

ETFs
18.9K
+ 5.74%
$45.65 - $57.01 $863K - $1.08M
349K $19.9M
AMZN
Amazon Com Inc

Consumer Cyclical
5.89K
+ 12.74%
$167.32 - $223.3 $985K - $1.31M
52.1K $11.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.19K
+ 10.03%
$496.48 - $617.85 $1.09M - $1.36M
24.1K $14.9M
V
Visa Inc.

Financial Services
7.07K
+ 51.26%
$308.27 - $373.31 $2.18M - $2.64M
20.9K $7.4M
IVV
Ishares Core S&P 500 ETF

ETFs
1.99K
+ 8.83%
$498.8 - $620.9 $994K - $1.24M
24.5K $15.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26.3K
+ 30.08%
$58.41 - $72.69 $1.53M - $1.91M
114K $8.25M
CGGR
Capital Group Growth ETF Shs C

ETFs
43.2K
+ 49.02%
$30.53 - $40.65 $1.32M - $1.75M
131K $5.33M
TSLA
Tesla, Inc.

Consumer Cyclical
1.56K
+ 5.08%
$221.86 - $362.89 $346K - $565K
32.3K $10.2M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
14.1K
+ 3.72%
$40.85 - $48.2 $575K - $679K
393K $18.9M
GOOGL
Alphabet Inc.

Communication Services
6.46K
+ 16.46%
$144.7 - $178.6 $934K - $1.15M
45.7K $8.05M
JCPB
J P Morgan Exchange Traded Fd

ETFs
39.7K
+ 8.44%
$45.9 - $47.2 $1.82M - $1.87M
510K $24M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
33.1K
+ 8.83%
$29.52 - $35.31 $978K - $1.17M
408K $14.4M
JPM
Jpmorgan Chase & CO

Financial Services
1.36K
+ 4.89%
$210.28 - $289.91 $285K - $393K
29.1K $8.44M
EFG
Msci Eafe Growth ETF

ETFs
5.36K
+ 6.38%
$89.8 - $112.0 $481K - $600K
89.4K $10M
DFAI
Dimensional ETF Tr

ETFs
8.05K
+ 2.39%
$28.02 - $34.71 $226K - $279K
344K $11.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.23K
+ 34.74%
$272.36 - $339.57 $879K - $1.1M
12.5K $4.25M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
537
+ 0.49%
$60.22 - $80.1 $32.3K - $43K
111K $8.88M
GOOG
Alphabet Inc.

Communication Services
5.13K
+ 34.72%
$146.58 - $180.01 $752K - $923K
19.9K $3.53M
ITOT
Ishares Core S&P Total U.S. St

ETFs
478
+ 0.54%
$108.12 - $135.04 $51.7K - $64.5K
88.7K $12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
741
+ 8.92%
$416.06 - $551.64 $308K - $409K
9.05K $4.99M
EFV
Msci Eafe Value ETF

ETFs
5.7K
+ 3.6%
$52.4 - $64.65 $299K - $369K
164K $10.4M
DIS
Walt Disney CO

Communication Services
7.26K
+ 107.62%
$81.72 - $124.01 $593K - $900K
14K $1.74M
ORCL
Oracle Corp

Technology
616
+ 5.3%
$122.82 - $218.63 $75.7K - $135K
12.2K $2.68M
PWR
Quanta Services, Inc.

Industrials
387
+ 5.59%
$239.47 - $381.26 $92.7K - $148K
7.31K $2.76M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.11K
+ 18.63%
$483.48 - $539.8 $1.99M - $2.22M
26.2K $12.7M
WMT
Walmart Inc.

Consumer Defensive
3.82K
+ 6.64%
$81.79 - $99.98 $313K - $382K
61.4K $6.01M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.31K
+ 2.68%
$82.51 - $109.2 $108K - $143K
50.3K $5.5M
XCEM
Columbia ETF Tr Ii

ETFs
4.87K
+ 3.04%
$26.68 - $34.18 $130K - $166K
165K $5.64M
VO
Vanguard Mid Cap ETF

ETFs
1.98K
+ 12.25%
$228.54 - $279.83 $453K - $555K
18.2K $5.08M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.27K
+ 5.05%
$55.54 - $69.09 $237K - $295K
88.8K $6.14M
NOW
Service Now, Inc.

Technology
783
+ 308.27%
$721.65 - $1040.18 $565K - $814K
1.04K $1.07M
META
Meta Platforms, Inc.

Communication Services
135
+ 2.86%
$484.66 - $738.09 $65.4K - $99.6K
4.86K $3.59M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.6K
+ 24.5%
$376.48 - $440.65 $604K - $707K
8.15K $3.59M
VTI
Vanguard Total Stock Market Et

ETFs
786
+ 3.92%
$243.75 - $303.93 $192K - $239K
20.9K $6.34M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
3.37K
+ 14.85%
$106.81 - $136.49 $360K - $460K
26.1K $3.56M
IBM
International Business Machines Corp

Technology
2.1K
+ 113.34%
$221.03 - $294.78 $464K - $619K
3.95K $1.16M
T
At&T Inc.

Communication Services
21.9K
+ 123.78%
$26.33 - $28.94 $577K - $634K
39.6K $1.15M
PPA
Invesco Exchange Traded Fd Tr

ETFs
977
+ 6.37%
$105.2 - $141.69 $103K - $138K
16.3K $2.31M
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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