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
DHI
Horton D R Inc

Consumer Cyclical
-3
- 0.17%
$125.29 - $147.65 $376 - $443
1.79K $227K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-58
- 1.05%
$37.35 - $43.35 $2.17K - $2.51K
5.46K $206K
MS
Morgan Stanley

Financial Services
-17
- 0.82%
$111.68 - $141.08 $1.9K - $2.4K
2.05K $238K
IWM
Ishares Russell 2000 ETF

ETFs
-39
- 7.05%
$198.1 - $229.79 $7.73K - $8.96K
514 $102K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-192
- 48.98%
$76.94 - $78.28 $14.8K - $15K
200 $15K
MTB
M&T Bank Corp

Financial Services
-10
- 0.77%
$170.47 - $201.98 $1.7K - $2.02K
1.29K $229K
SUB
Ishares Short Term National Mu

ETFs
-130
- 51.59%
$105.3 - $106.24 $13.7K - $13.8K
122 $12K
MBB
Ishares Tr

ETFs
-475
- 3.26%
$90.37 - $94.08 $42.9K - $44.7K
14.1K $1.32M
QCOM
Qualcomm Inc

Technology
-85
- 1.37%
$151.94 - $175.86 $12.9K - $14.9K
6.13K $941K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-270
- 8.61%
$39.4 - $42.61 $10.6K - $11.5K
2.87K $115K
CRWD
Crowd Strike Holdings, Inc.

Technology
-50
- 7.35%
$308.86 - $455.36 $15.4K - $22.8K
630 $222K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-1
- 0.48%
$200.77 - $270.08 $201 - $270
208 $41K
TXN
Texas Instruments Inc

Technology
-44
- 1.45%
N/A
2.99K $581K
KMI
Kinder Morgan, Inc.

Energy
-823
- 6.42%
$26.1 - $31.22 $21.5K - $25.7K
12K $342K
VPU
Vanguard Utilities ETF

ETFs
-52
- 35.37%
$161.24 - $173.33 $8.38K - $9.01K
95 $16K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
-34
- 6.33%
$66.62 - $81.69 $2.27K - $2.78K
503 $34K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-116
- 0.85%
$91.45 - $91.75 $10.6K - $10.6K
13.5K $1.24M
TDIV
First Trust Nasdaq Technology

ETFs
-3
- 0.23%
$73.39 - $83.95 $220 - $252
1.33K $97K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-223
- 51.15%
$22.25 - $23.0 $4.96K - $5.13K
213 $4K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-41
- 12.73%
$81.62 - $96.63 $3.35K - $3.96K
281 $23K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-123
- 14.8%
$74.85 - $84.89 $9.21K - $10.4K
708 $57K
VAW
Vanguard Materials ETF

ETFs
-29
- 29.0%
$185.71 - $202.46 $5.39K - $5.87K
71 $13K
NSC
Norfolk Southern Corp

Industrials
-52
- 1.49%
$227.69 - $259.76 $11.8K - $13.5K
3.44K $814K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-40
- 51.28%
$46.82 - $47.8 $1.87K - $1.91K
38 $1K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-206
- 2.27%
$22.46 - $23.26 $4.63K - $4.79K
8.85K $204K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-15
- 42.86%
$60.05 - $72.21 $901 - $1.08K
20 $1K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-17.4K
- 8.17%
N/A
195K $0
Ishares Bitcoin Trust ETF
-79
- 1.42%
N/A
5.47K $0
Litman Gregory Fds Tr
-5.95K
- 67.0%
N/A
2.93K $0
Litman Gregory Fds Tr
-15K
- 58.78%
N/A
10.5K $0
Peakstone Realty Trust
-14.9K
- 58.89%
N/A
10.4K $0
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-1
- 10.0%
$64.47 - $70.13 $64.5 - $70.1
9 $0
JPIN
Jp Morgan Diversified Return I

ETFs
-3
- 10.0%
$52.75 - $58.91 $158 - $177
27 $1K
EEM
Ishares Msci Emerging Markets

ETFs
-2
- 0.72%
$40.81 - $45.34 $81.6 - $90.7
274 $11K
First Tr Exchng Traded Fd Vi
-785
- 5.1%
N/A
14.6K $0
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-1
- 9.09%
$50.03 - $50.27 $50 - $50.3
10 $0
SCHO
Schwab Short Term Us Treasury

ETFs
-225
- 1.02%
$24.1 - $24.34 $5.42K - $5.48K
21.7K $529K
APD
Air Products & Chemicals, Inc.

Basic Materials
-3
- 0.25%
$283.24 - $338.07 $850 - $1.01K
1.21K $356K
DGRO
Ishares Core Dividend Growth E

ETFs
-377
- 0.58%
$60.46 - $64.42 $22.8K - $24.3K
65.1K $4.02M
MPC
Marathon Petroleum Corp

Energy
-15
- 0.67%
$134.72 - $159.03 $2.02K - $2.39K
2.23K $324K
AIG
American International Group, Inc.

Financial Services
-451
- 12.35%
$70.5 - $86.94 $31.8K - $39.2K
3.2K $278K
COP
Conocophillips

Energy
-200
- 3.39%
$88.6 - $105.85 $17.7K - $21.2K
5.71K $599K
CB
Chubb LTD

Financial Services
-22
- 2.09%
$257.71 - $301.99 $5.67K - $6.64K
1.03K $310K
DE
Deere & CO

Industrials
-27
- 3.52%
$408.57 - $509.27 $11K - $13.8K
739 $346K
BSX
Boston Scientific Corp

Healthcare
-69
- 2.66%
$89.38 - $106.18 $6.17K - $7.33K
2.53K $255K
VZ
Verizon Communications Inc

Communication Services
-845
- 6.8%
$37.81 - $46.49 $31.9K - $39.3K
11.6K $525K
PAYX
Paychex Inc

Industrials
-19
- 0.85%
$136.06 - $154.52 $2.59K - $2.94K
2.21K $340K
MDT
Medtronic PLC

Healthcare
-58
- 1.72%
$79.84 - $94.5 $4.63K - $5.48K
3.31K $297K
SBUX
Starbucks Corp

Consumer Cyclical
-29
- 0.54%
$91.75 - $115.81 $2.66K - $3.36K
5.36K $525K
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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