Guardian Wealth Advisors, LLC Incresed Positions in Q4 2024

Guardian Wealth Advisors, LLC

  • $1.18 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
1.46K
+ 23.62%
$233.76 - $261.58 $341K - $382K
7.64K $1.83M
META
Meta Platforms, Inc.

Communication Services
493
+ 12.02%
$554.08 - $632.68 $273K - $312K
4.59K $2.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
103
+ 0.48%
$567.81 - $607.81 $58.5K - $62.6K
21.7K $12.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.07K
+ 349.71%
$94.43 - $105.47 $290K - $323K
3.94K $400K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.62K
+ 22.55%
N/A
19.7K $1.69M
MKL
Markel Corp

Financial Services
150
+ 108.7%
$1542.01 - $1785.11 $231K - $268K
288 $497K
MA
Mastercard Inc

Financial Services
396
+ 20.99%
$491.3 - $536.15 $195K - $212K
2.28K $1.2M
COST
Costco Wholesale Corp

Consumer Defensive
227
+ 10.91%
$873.59 - $994.69 $198K - $226K
2.31K $2.11M
FTGC
First Trust Global Tactical CO

ETFs
10K
+ 8.91%
$23.23 - $24.25 $233K - $243K
123K $2.94M
BAC
Bank Of America Corp

Financial Services
1.4K
+ 3.29%
$39.22 - $47.77 $54.8K - $66.7K
43.8K $1.93M
CHE
Chemed Corp

Healthcare
829
+ 26.19%
$517.44 - $613.19 $429K - $508K
3.99K $2.12M
SHOP
Shopify Inc.

Technology
984
+ 25.13%
$78.14 - $119.49 $76.9K - $118K
4.9K $520K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.04K
+ 56493.75%
$22.63 - $47.53 $205K - $430K
9.06K $205K
DIS
Walt Disney CO

Communication Services
1.05K
+ 18.36%
$92.39 - $117.6 $97.2K - $124K
6.78K $755K
FISV
Fiserv Inc

Technology
1.61K
+ 114.95%
N/A
3.01K $376K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
41.9K
+ 113.69%
$27.45 - $55.56 $1.15M - $2.33M
78.8K $2.23M
OILK
Proshares Tr K 1 Free Crude Oi

ETFs
3.43K
+ 15.9%
$41.8 - $46.58 $143K - $160K
25K $1.1M
CSCO
Cisco Systems, Inc.

Technology
1.23K
+ 6.54%
$52.45 - $60.02 $64.6K - $73.9K
20.1K $1.19M
HD
Home Depot, Inc.

Consumer Cyclical
688
+ 12.71%
$385.02 - $431.37 $265K - $297K
6.1K $2.37M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.01K
+ 3401.69%
$87.42 - $98.06 $175K - $197K
2.07K $184K
PGR
Progressive Corp

Financial Services
1.37K
+ 12.72%
$239.6 - $268.88 $328K - $368K
12.1K $2.91M
ROP
Roper Technologies Inc

Industrials
604
+ 15.22%
$519.85 - $575.95 $314K - $348K
4.57K $2.38M
VTI
Vanguard Total Stock Market Et

ETFs
113
+ 0.57%
$280.04 - $302.45 $31.6K - $34.2K
19.9K $5.78M
NFLX
Netflix Inc

Communication Services
31
+ 4.32%
$687.65 - $936.56 $21.3K - $29K
749 $667K
CGDV
Capital Group Divid Value ETF

ETFs
35.5K
+ 3.83%
$35.16 - $37.12 $1.25M - $1.32M
962K $33.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.18K
+ 1075.45%
$131.66 - $144.0 $156K - $170K
1.29K $170K
VRIG
Invesco Actively Managed ETF F

ETFs
5.88K
+ 6.82%
$25.06 - $25.2 $147K - $148K
92.1K $2.31M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.04K
+ 7.16%
$50.73 - $51.08 $154K - $155K
45.5K $2.31M
PM
Philip Morris International Inc.

Consumer Defensive
1.21K
+ 40.03%
$118.38 - $133.06 $143K - $161K
4.23K $508K
CVX
Chevron Corp

Energy
1.08K
+ 16.95%
$141.15 - $162.53 $153K - $176K
7.46K $1.08M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.8K
+ 398.38%
$26.93 - $84.95 $292K - $920K
13.5K $370K
BKNG
Booking Holdings Inc.

Consumer Cyclical
18
+ 28.13%
$4100.99 - $5300.34 $73.8K - $95.4K
82 $407K
VGT
Vanguard Information Technolog

ETFs
168
+ 19.76%
$571.78 - $647.97 $96.1K - $109K
1.02K $632K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.28K
+ 5.15%
$59.74 - $60.03 $136K - $137K
46.6K $2.79M
MCK
Mckesson Corp

Healthcare
20
+ 1.28%
$482.27 - $628.5 $9.65K - $12.6K
1.58K $902K
BA
Boeing CO

Industrials
116
+ 2.68%
$138.14 - $180.72 $16K - $21K
4.44K $786K
ABT
Abbott Laboratories

Healthcare
1.19K
+ 20.8%
$111.93 - $119.39 $133K - $142K
6.89K $779K
COP
Conocophillips

Energy
1.54K
+ 35.38%
$95.12 - $114.72 $147K - $177K
5.91K $585K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.14K
+ 2522.22%
$99.04 - $109.59 $112K - $124K
1.18K $117K
KMI
Kinder Morgan, Inc.

Energy
2.04K
+ 18.93%
$22.59 - $28.54 $46.1K - $58.2K
12.8K $351K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10.5K
+ 319.55%
$27.54 - $83.04 $290K - $875K
13.8K $383K
ALL
Allstate Corp

Financial Services
531
+ 40.78%
$181.25 - $208.2 $96.2K - $111K
1.83K $353K
IVE
Ishares S&P 500 Value ETF

ETFs
496
+ 393.65%
$189.5 - $206.17 $94K - $102K
622 $118K
SYK
Stryker Corp

Healthcare
258
+ 28.48%
$345.14 - $392.15 $89K - $101K
1.16K $419K
USB
Us Bancorp \De\

Financial Services
1.71K
+ 36.76%
$43.98 - $53.66 $75.2K - $91.8K
6.37K $304K
MU
Micron Technology Inc

Technology
1.92K
+ 52.3%
$84.16 - $113.41 $162K - $218K
5.6K $471K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
237
+ 5.72%
$198.04 - $221.51 $46.9K - $52.5K
4.38K $921K
TXN
Texas Instruments Inc

Technology
448
+ 17.33%
N/A
3.03K $590K
AXP
American Express CO

Financial Services
42
+ 1.53%
$267.35 - $305.57 $11.2K - $12.8K
2.8K $829K
Activity Summary
Buys All Purchases 360 New Holdings 95 Increased Positions 265 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 1 Puts 0
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