Guardian Wealth Advisors, LLC Incresed Positions in Q1 2025

Guardian Wealth Advisors, LLC

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
120
+ 5.26%
$504.67 - $576.31 $60.6K - $69.2K
2.4K $1.32M
VTV
Vanguard Value ETF

ETFs
550
+ 13.18%
$167.73 - $179.21 $92.3K - $98.6K
4.72K $815K
IYW
Ishares Dj Us Tech ETF

ETFs
990
+ 54.85%
$140.44 - $166.79 $139K - $165K
2.8K $392K
AEP
American Electric Power CO Inc

Utilities
472
+ 16.2%
$90.32 - $109.27 $42.6K - $51.6K
3.39K $369K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
2.9K
+ 1.56%
$20.05 - $20.4 $58.1K - $59.1K
189K $3.85M
IVE
Ishares S&P 500 Value ETF

ETFs
505
+ 81.19%
$185.78 - $198.58 $93.8K - $100K
1.13K $214K
AMGN
Amgen Inc

Healthcare
35
+ 2.1%
$258.59 - $327.36 $9.05K - $11.5K
1.71K $531K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.09K
+ 11.88%
$77.7 - $78.94 $84.8K - $86.2K
10.3K $811K
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 0.51%
$279.74 - $321.29 $5.59K - $6.43K
3.94K $1.23M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
647
+ 0.84%
$42.4 - $44.11 $27.4K - $28.5K
77.5K $3.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
899
+ 1.22%
$40.79 - $42.32 $36.7K - $38K
74.4K $3.13M
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 0.91%
$890.62 - $1076.86 $18.7K - $22.6K
2.33K $2.2M
OEF
Ishares S&P 100 ETF

ETFs
328
+ 117.56%
N/A
607 $161K
UNP
Union Pacific Corp

Industrials
227
+ 5.73%
$225.21 - $254.42 $51.1K - $57.8K
4.19K $990K
PG
Procter & Gamble CO

Consumer Defensive
212
+ 1.27%
$158.56 - $176.26 $33.6K - $37.4K
16.9K $2.88M
IEFA
Ishares Tr

ETFs
60
+ 0.42%
$69.57 - $78.65 $4.17K - $4.72K
14.5K $1.09M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
88
+ 4.97%
$208.48 - $244.03 $18.3K - $21.5K
1.86K $453K
C
Citigroup Inc

Financial Services
1.01K
+ 27.51%
$67.23 - $84.63 $68K - $85.6K
4.69K $333K
ELV
Elevance Health, Inc.

Healthcare
64
+ 8.85%
$365.9 - $436.25 $23.4K - $27.9K
787 $342K
XLF
Financial Sector Spdr

ETFs
1.36K
+ 243.45%
$47.32 - $52.19 $64.2K - $70.8K
1.91K $95K
XLV
Select Sector Spdr Fund Health

ETFs
419
+ 78.91%
$137.61 - $149.68 $57.7K - $62.7K
950 $138K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.06K
+ 65.8%
$24.91 - $29.02 $76.2K - $88.8K
7.71K $193K
NFLX
Netflix Inc

Communication Services
34
+ 4.54%
$828.4 - $1058.6 $28.2K - $36K
783 $730K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
654
+ 0.56%
$50.39 - $50.66 $33K - $33.1K
117K $5.94M
XLK
Technology Sector Spdr

ETFs
308
+ 375.61%
$206.38 - $242.18 $63.6K - $74.6K
390 $80K
CSCO
Cisco Systems, Inc.

Technology
145
+ 0.72%
$58.74 - $64.87 $8.52K - $9.41K
20.2K $1.25M
IBM
International Business Machines Corp

Technology
20
+ 1.09%
$217.4 - $264.74 $4.35K - $5.29K
1.85K $460K
AJG
Arthur J. Gallagher & Co.

Financial Services
9
+ 1.01%
$275.89 - $345.24 $2.48K - $3.11K
899 $310K
GE
General Electric CO

Industrials
75
+ 5.99%
$168.59 - $212.13 $12.6K - $15.9K
1.33K $265K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.22K
+ 23.64%
$37.07 - $40.63 $45K - $49.4K
6.36K $250K
MO
Altria Group, Inc.

Consumer Defensive
237
+ 4.72%
$50.81 - $60.02 $12K - $14.2K
5.26K $315K
MSTR
Microstrategy Inc

Technology
180
+ 11.56%
$239.27 - $396.5 $43.1K - $71.4K
1.74K $500K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
762
+ 1.63%
$59.78 - $60.03 $45.6K - $45.7K
47.4K $2.84M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.54K
+ 57.73%
$65.15 - $91.81 $101K - $142K
4.22K $275K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
741
+ 1.63%
$50.87 - $51.09 $37.7K - $37.9K
46.2K $2.36M
PPA
Invesco Exchange Traded Fd Tr

ETFs
146
+ 0.96%
$113.59 - $123.29 $16.6K - $18K
15.3K $1.79M
CPRT
Copart Inc

Consumer Cyclical
1.44K
+ 3.08%
$52.3 - $59.83 $75.1K - $85.9K
48K $2.72M
BMY
Bristol Myers Squibb CO

Healthcare
288
+ 5.54%
$53.9 - $63.11 $15.5K - $18.2K
5.49K $334K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.72K
+ 1.03%
$20.64 - $20.73 $35.6K - $35.7K
169K $3.49M
IGRO
Ishares Tr International Divid

ETFs
22
+ 0.27%
$66.91 - $73.87 $1.47K - $1.63K
8.24K $596K
AMD
Advanced Micro Devices Inc

Technology
1.42K
+ 23.93%
$96.63 - $129.55 $137K - $183K
7.33K $752K
REET
Ishares Global Reit ETF

ETFs
1.27K
+ 7.94%
$23.24 - $25.16 $29.5K - $32K
17.3K $418K
VRIG
Invesco Actively Managed ETF F

ETFs
1.55K
+ 1.69%
$25.06 - $25.19 $38.9K - $39.1K
93.7K $2.35M
AFL
Aflac Inc

Financial Services
19
+ 0.48%
$100.99 - $111.19 $1.92K - $2.11K
3.96K $440K
XLC
Select Sector Spdr Tr Communic

ETFs
333
+ 652.94%
$94.84 - $105.31 $31.6K - $35.1K
384 $37K
XLP
Consumer Staples Sector Spdr

ETFs
420
+ 88.79%
N/A
893 $67K
VLO
Valero Energy Corp

Energy
101
+ 5.1%
$121.76 - $142.99 $12.3K - $14.4K
2.08K $274K
FNDX
Schwab Fundamental U S Large C

ETFs
1.29K
+ 139.94%
$23.03 - $25.01 $29.8K - $32.3K
2.22K $52K
XLY
Select Sector Spdr Consumer Di

ETFs
156
+ 866.67%
$192.6 - $233.2 $30K - $36.4K
174 $34K
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
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