Guardian Wealth Advisors, LLC Reduced Holdings in Q2 2025

Guardian Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-4.26K
- 29.1%
$7.2 - $8.65 $30.7K - $36.9K
10.4K $89K
XLP
Consumer Staples Sector Spdr

ETFs
-411
- 46.02%
N/A
482 $36K
XLY
Select Sector Spdr Consumer Di

ETFs
-151
- 86.78%
$176.34 - $218.59 $26.6K - $33K
23 $4K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-213
- 2.8%
$68.13 - $74.77 $14.5K - $15.9K
7.39K $537K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-143
- 81.25%
$180.84 - $240.32 $25.9K - $34.4K
33 $7K
HEFA
Ishares Currency Hedged Msci E

ETFs
-773
- 68.65%
$32.11 - $38.21 $24.8K - $29.5K
353 $13K
AFL
Aflac Inc

Financial Services
-21
- 0.53%
$99.77 - $112.45 $2.1K - $2.36K
3.94K $415K
C
Citigroup Inc

Financial Services
-1.05K
- 22.45%
$58.13 - $85.12 $61.2K - $89.6K
3.64K $309K
IGRO
Ishares Tr International Divid

ETFs
-977
- 11.86%
$66.32 - $80.17 $64.8K - $78.3K
7.26K $572K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-378
- 17.17%
$71.28 - $83.74 $26.9K - $31.7K
1.82K $152K
FNDA
Schwab Fundamental U S Small C

ETFs
-770
- 69.75%
$23.85 - $28.69 $18.4K - $22.1K
334 $9K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-180
- 6.08%
$99.97 - $129.69 $18K - $23.3K
2.78K $289K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-864
- 9.76%
$22.68 - $23.28 $19.6K - $20.1K
7.99K $185K
CRM
Salesforce, Inc.

Technology
-140
- 2.96%
$236.26 - $291.15 $33.1K - $40.8K
4.6K $1.25M
MET
Metlife Inc

Financial Services
-222
- 3.14%
$68.42 - $82.49 $15.2K - $18.3K
6.84K $550K
MTB
M&T Bank Corp

Financial Services
-185
- 14.39%
$156.58 - $193.99 $29K - $35.9K
1.1K $213K
IHDG
Wisdomtree Tr

ETFs
-356
- 38.53%
$38.54 - $46.0 $13.7K - $16.4K
568 $25K
MSI
Motorola Solutions, Inc.

Technology
-15
- 2.96%
$394.72 - $440.39 $5.92K - $6.61K
492 $206K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-52
- 11.53%
$468.22 - $566.51 $24.3K - $29.5K
399 $226K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-450
- 47.37%
$28.36 - $31.3 $12.8K - $14.1K
500 $15K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-201
- 14.27%
$65.1 - $75.98 $13.1K - $15.3K
1.21K $91K
TFLO
Ishares Treasury Floating Rate

ETFs
-261
- 2.78%
$50.47 - $50.66 $13.2K - $13.2K
9.12K $462K
RIG
Transocean Ltd.

Energy
-791
- 7.11%
$2.13 - $3.32 $1.68K - $2.63K
10.3K $26K
ICF
Ishares Tr

ETFs
-140
- 16.32%
$54.56 - $62.47 $7.64K - $8.75K
718 $43K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-200
- 0.75%
N/A
26.5K $1.07M
SCHO
Schwab Short Term Us Treasury

ETFs
-364
- 1.67%
$24.19 - $24.45 $8.81K - $8.9K
21.4K $521K
TRV
Travelers Companies, Inc.

Financial Services
-63
- 2.21%
$233.83 - $276.34 $14.7K - $17.4K
2.79K $746K
VOE
Vanguard Mid Cap Value Index F

ETFs
-52
- 50.49%
$141.87 - $164.49 $7.38K - $8.55K
51 $8K
IEF
Ishares Barclays

ETFs
-88
- 77.88%
$93.15 - $96.56 $8.2K - $8.5K
25 $2K
AAL
American Airlines Group Inc.

Industrials
-781
- 6.26%
N/A
11.7K $129K
VPU
Vanguard Utilities ETF

ETFs
-41
- 43.16%
$158.36 - $178.82 $6.49K - $7.33K
54 $9K
XLE
Energy Sector Spdr

ETFs
-23
- 4.84%
$76.44 - $94.13 $1.76K - $2.16K
452 $38K
WRB
Berkley W R Corp

Financial Services
-193
- 5.13%
$64.28 - $75.17 $12.4K - $14.5K
3.57K $262K
IGV
Ishares Expanded Tech Software

ETFs
-262
- 22.55%
$80.15 - $109.5 $21K - $28.7K
900 $98K
AIG
American International Group, Inc.

Financial Services
-10
- 0.31%
$77.56 - $87.72 $776 - $877
3.19K $273K
VNQ
Vanguard Specialized Funds Van

ETFs
-35
- 7.71%
$79.79 - $91.42 $2.79K - $3.2K
419 $37K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-166
- 63.85%
$18.94 - $21.67 $3.14K - $3.6K
94 $1K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-48
- 24.0%
$77.74 - $78.78 $3.73K - $3.78K
152 $11K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-510
- 7.25%
$21.02 - $23.56 $10.7K - $12K
6.52K $153K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-740
- 8.25%
$21.9 - $25.54 $16.2K - $18.9K
8.23K $210K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-79
- 29.48%
$41.45 - $54.46 $3.27K - $4.3K
189 $9K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-205
- 7.16%
$35.77 - $42.27 $7.33K - $8.67K
2.66K $112K
XLU
Utilities Sector Spdr

ETFs
-30
- 51.72%
$73.09 - $82.77 $2.19K - $2.48K
28 $2K
Ishares Bitcoin Trust ETF
-140
- 2.56%
N/A
5.33K $0
Linde PLC
-53
- 4.83%
N/A
1.04K $0
JUCY
ETF Ser Solutions Aptus Enhanc
-99K
- 3.93%
N/A
2.42M $0
Blackrock ETF Trust
-423
- 24.09%
N/A
1.33K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-10.7K
- 5.46%
N/A
185K $0
FNDC
Schwab Fundamental Intl Small

ETFs
-8
- 6.61%
$32.97 - $42.05 $264 - $336
113 $4K
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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