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
ABBV
Abb Vie Inc.

Healthcare
3.86K
+ 44.18%
$170.16 - $206.27 $656K - $795K
12.6K $2.34M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.55K
+ 8.14%
$50.36 - $50.68 $481K - $484K
127K $6.43M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.34K
+ 4.07%
$51.14 - $57.0 $478K - $532K
239K $13.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
187
+ 0.52%
$152.42 - $182.82 $28.5K - $34.2K
35.9K $6.56M
PLTR
Palantir Technologies Inc.

Technology
885
+ 13.89%
$74.01 - $144.25 $65.5K - $128K
7.26K $989K
GS
Goldman Sachs Group Inc

Financial Services
50
+ 2.12%
$462.22 - $707.75 $23.1K - $35.4K
2.4K $1.7M
PSLV
Sprott Physical Silver Trust

Financial Services
25.4K
+ 16.41%
$9.98 - $12.51 $254K - $318K
181K $2.21M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
6.09K
+ 6.77%
$35.95 - $42.85 $219K - $261K
96K $4.05M
AAPL
Apple Inc.

Technology
9.85K
+ 10.14%
$172.42 - $223.89 $1.7M - $2.21M
107K $22M
NFLX
Netflix Inc

Communication Services
12
+ 1.53%
$855.86 - $1339.13 $10.3K - $16.1K
795 $1.06M
VGT
Vanguard Information Technolog

ETFs
140
+ 7.21%
$470.37 - $663.28 $65.9K - $92.9K
2.08K $1.38M
RTX
Raytheon Technologies Corp

Industrials
1.61K
+ 27.82%
$113.75 - $148.48 $184K - $240K
7.42K $1.08M
PHYS
Sprott Physical Gold Trust

Financial Services
7.26K
+ 8.18%
$22.82 - $26.29 $166K - $191K
96K $2.43M
VB
Vanguard Small Cap ETF

ETFs
648
+ 8.02%
$193.73 - $237.37 $126K - $154K
8.73K $2.07M
CRWD
Crowd Strike Holdings, Inc.

Technology
345
+ 54.76%
$321.63 - $509.31 $111K - $176K
975 $496K
CAT
Caterpillar Inc

Industrials
86
+ 2.12%
$273.94 - $388.21 $23.6K - $33.4K
4.14K $1.61M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1.14K
+ 1.51%
$23.87 - $29.82 $27.2K - $34K
76.8K $2.29M
BK
Bank Of New York Mellon Corp

Financial Services
2.52K
+ 103.66%
$73.31 - $91.62 $185K - $231K
4.96K $451K
VZ
Verizon Communications Inc

Communication Services
6.06K
+ 52.33%
$41.67 - $45.62 $253K - $277K
17.6K $763K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
342
+ 7.74%
$171.4 - $227.1 $58.6K - $77.7K
4.76K $1.08M
BR
Broadridge Financial Solutions, Inc.

Technology
898
+ 6.86%
$217.22 - $246.25 $195K - $221K
14K $3.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.96K
+ 6.67%
$41.1 - $42.37 $204K - $210K
79.4K $3.36M
BA
Boeing CO

Industrials
204
+ 4.55%
$136.59 - $217.51 $27.9K - $44.4K
4.69K $982K
MSTR
Microstrategy Inc

Technology
35
+ 2.01%
$237.95 - $421.61 $8.33K - $14.8K
1.77K $716K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
4.07K
+ 5.26%
$42.72 - $44.24 $174K - $180K
81.5K $3.58M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.53K
+ 7.64%
$50.1 - $51.02 $177K - $180K
49.8K $2.54M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
318
+ 18.92%
$141.37 - $228.57 $45K - $72.7K
2K $452K
VUG
Vanguard Growth ETF

ETFs
2
+ 0.08%
$329.49 - $438.4 $659 - $877
2.47K $1.08M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.68K
+ 125.97%
$96.84 - $99.46 $163K - $167K
3.02K $299K
IWV
Ishares Russell 3000 ETF

ETFs
9
+ 0.19%
$281.67 - $351.0 $2.54K - $3.16K
4.8K $1.68M
AMAT
Applied Materials Inc

Technology
220
+ 7.01%
$126.95 - $183.52 $27.9K - $40.4K
3.36K $615K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.61K
+ 38.19%
$57.41 - $74.81 $92.4K - $120K
5.83K $432K
IEFA
Ishares Tr

ETFs
506
+ 3.5%
$67.83 - $84.09 $34.3K - $42.5K
15K $1.25M
NVO
Novo Nordisk A S

Healthcare
2.29K
+ 73.1%
$58.08 - $81.05 $133K - $185K
5.42K $373K
ISRG
Intuitive Surgical Inc

Healthcare
61
+ 2.51%
$451.58 - $565.94 $27.5K - $34.5K
2.49K $1.35M
VRIG
Invesco Actively Managed ETF F

ETFs
6.03K
+ 6.44%
$24.89 - $25.14 $150K - $152K
99.7K $2.5M
KO
Coca Cola CO

Consumer Defensive
2.28K
+ 15.0%
$68.37 - $73.9 $156K - $168K
17.5K $1.24M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.38K
+ 5.03%
$59.8 - $60.07 $143K - $143K
49.8K $2.98M
SYK
Stryker Corp

Healthcare
276
+ 23.13%
$337.37 - $395.63 $93.1K - $109K
1.47K $581K
EMR
Emerson Electric CO

Industrials
89
+ 1.72%
$94.15 - $133.33 $8.38K - $11.9K
5.26K $701K
SHOP
Shopify Inc.

Technology
314
+ 6.78%
$76.89 - $115.35 $24.1K - $36.2K
4.95K $570K
BSX
Boston Scientific Corp

Healthcare
1.04K
+ 40.96%
$89.7 - $107.41 $92.9K - $111K
3.57K $382K
SO
Southern CO

Utilities
1.36K
+ 10.7%
$84.91 - $92.56 $115K - $126K
14.1K $1.29M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
6K
+ 3.55%
$20.66 - $20.74 $124K - $124K
175K $3.61M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.3K
+ 6.61%
N/A
21K $1.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
516
+ 5.74%
$74.88 - $91.97 $38.6K - $47.5K
9.5K $874K
ABT
Abbott Laboratories

Healthcare
627
+ 8.98%
$123.95 - $138.08 $77.7K - $86.6K
7.61K $1.04M
GE
General Electric CO

Industrials
124
+ 9.34%
$166.81 - $257.39 $20.7K - $31.9K
1.45K $373K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.09%
$908.13 - $1056.85 $1.82K - $2.11K
2.33K $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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