Guardian Wealth Advisors, LLC Reduced Holdings in Q1 2025

Guardian Wealth Advisors, LLC

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-1.79K
- 4.31%
$167.43 - $244.7 $299K - $437K
39.7K $6.64M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-21.2K
- 86.12%
$81.83 - $82.73 $1.74M - $1.76M
3.42K $283K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-2.37K
- 2.1%
$68.07 - $78.99 $161K - $187K
110K $7.51M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-19.3K
- 98.89%
$51.52 - $52.37 $994K - $1.01M
217 $11K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-13.6K
- 89.12%
$54.25 - $57.64 $736K - $782K
1.66K $91K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.57K
- 63.99%
$71.17 - $73.66 $539K - $557K
4.26K $312K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-4.97K
- 39.53%
$68.32 - $75.06 $339K - $373K
7.6K $567K
XCEM
Columbia ETF Tr Ii

ETFs
-9.48K
- 5.58%
$29.18 - $30.72 $277K - $291K
160K $4.73M
FTCS
First Trust Capital Strength E

ETFs
-3.62K
- 8.42%
$86.39 - $91.35 $312K - $330K
39.3K $3.52M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.19K
- 9.35%
$53.6 - $58.97 $171K - $188K
30.9K $1.69M
ADBE
Adobe Inc.

Technology
-285
- 17.06%
$377.84 - $464.11 $108K - $132K
1.39K $531K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-3.13K
- 3.97%
$26.53 - $29.63 $83.1K - $92.8K
75.7K $2.04M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.22K
- 45.89%
$120.24 - $134.3 $147K - $164K
1.44K $175K
FISV
Fiserv Inc

Technology
-1.25K
- 41.56%
N/A
1.76K $219K
SKYY
First Trust Cloud Computing Et

ETFs
-25
- 0.3%
$102.23 - $131.18 $2.56K - $3.28K
8.38K $856K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3
- 0.03%
$302.31 - $337.54 $907 - $1.01K
9.29K $2.85M
TGT
Target Corp

Consumer Defensive
-31
- 0.76%
$103.65 - $142.5 $3.21K - $4.42K
4.07K $424K
LMT
Lockheed Martin Corp

Industrials
-146
- 10.68%
$423.19 - $506.29 $61.8K - $73.9K
1.22K $545K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-19
- 23.17%
$4295.4 - $5141.88 $81.6K - $97.7K
63 $290K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-433
- 0.19%
$56.17 - $59.71 $24.3K - $25.9K
230K $13.1M
BNDX
Vanguard Total International B

ETFs
-2.3K
- 34.8%
$48.33 - $49.5 $111K - $114K
4.3K $210K
MRK
Merck & Co., Inc.

Healthcare
-236
- 2.54%
$83.01 - $101.02 $19.6K - $23.8K
9.07K $813K
LOW
Lowes Companies Inc

Consumer Cyclical
-146
- 2.83%
$222.66 - $268.42 $32.5K - $39.2K
5.01K $1.17M
DIS
Walt Disney CO

Communication Services
-40
- 0.59%
$96.87 - $114.0 $3.87K - $4.56K
6.74K $665K
SHOP
Shopify Inc.

Technology
-266
- 5.43%
$90.59 - $129.31 $24.1K - $34.4K
4.63K $442K
NOW
Service Now, Inc.

Technology
-9
- 3.42%
$783.83 - $1170.39 $7.05K - $10.5K
254 $202K
ISRG
Intuitive Surgical Inc

Healthcare
-15
- 0.61%
$476.63 - $610.45 $7.15K - $9.16K
2.43K $1.2M
ALL
Allstate Corp

Financial Services
-461
- 25.15%
$180.99 - $210.18 $83.4K - $96.9K
1.37K $284K
DVY
Ishares Tr

ETFs
-687
- 7.79%
$128.58 - $138.1 $88.3K - $94.9K
8.14K $1.09M
IWD
Ishares Russell 1000 Val ETF

ETFs
-463
- 6.39%
$182.82 - $196.21 $84.6K - $90.8K
6.78K $1.28M
FNB
Fnb Corp

Financial Services
-820
- 2.06%
$13.08 - $15.95 $10.7K - $13.1K
39.1K $525K
ASML
Asml Holding Nv

Technology
-74
- 17.29%
$662.63 - $776.99 $49K - $57.5K
354 $234K
SNPS
Synopsys Inc

Technology
-19
- 2.37%
$428.58 - $551.54 $8.14K - $10.5K
782 $335K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-155
- 3.42%
$47.25 - $67.02 $7.32K - $10.4K
4.37K $208K
TFLO
Ishares Treasury Floating Rate

ETFs
-964
- 9.32%
$50.48 - $50.68 $48.7K - $48.9K
9.38K $475K
IVW
Ishares S&P 500 Growth ETF

ETFs
-116
- 2.94%
$92.45 - $106.69 $10.7K - $12.4K
3.83K $355K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-27
- 1.94%
$497.6 - $606.74 $13.4K - $16.4K
1.36K $678K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-1.54K
- 14.64%
$23.53 - $25.24 $36.2K - $38.8K
8.97K $213K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-22
- 2.72%
$360.07 - $417.26 $7.92K - $9.18K
788 $284K
USB
Us Bancorp \De\

Financial Services
-95
- 1.49%
$40.92 - $50.9 $3.89K - $4.84K
6.27K $264K
MUB
Ishares National Muni Bond ETF

ETFs
-222
- 1.52%
$104.71 - $107.69 $23.2K - $23.9K
14.4K $1.52M
PEP
Pepsico Inc

Consumer Defensive
-151
- 2.27%
$142.64 - $156.42 $21.5K - $23.6K
6.5K $974K
VIG
Vanguard Dividend Appreciation

ETFs
-188
- 0.63%
N/A
29.4K $5.36M
TFC
Truist Financial Corp

Financial Services
-47
- 0.34%
$39.48 - $48.15 $1.86K - $2.26K
13.8K $566K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-347
- 6.05%
$48.06 - $53.73 $16.7K - $18.6K
5.39K $262K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-323
- 2.33%
$25.58 - $29.24 $8.26K - $9.44K
13.5K $354K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-347
- 44.95%
$85.29 - $92.57 $29.6K - $32.1K
425 $38K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-78
- 39.8%
$254.58 - $302.92 $19.9K - $23.6K
118 $30K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-279
- 17.28%
$95.85 - $99.25 $26.7K - $27.7K
1.34K $132K
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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