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
FNDE
Schwab Fundamental Emerging Mk

ETFs
-21
- 5.69%
$26.66 - $33.09 $560 - $695
348 $11K
Doubleline ETF Trust
-378
- 6.76%
N/A
5.21K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-17.6K
- 50.84%
N/A
17K $0
First Tr Exchng Traded Fd Vi
-5.6K
- 38.36%
N/A
9K $0
Labcorp Holdings Inc
-62
- 3.4%
N/A
1.76K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
-27
- 1.0%
N/A
2.67K $0
SCHC
Schwab Strategic Tr Intl Small

ETFs
-7
- 3.7%
$32.41 - $42.59 $227 - $298
182 $7K
F
Ford Motor CO

Consumer Cyclical
-1.25K
- 7.29%
$8.69 - $10.85 $10.9K - $13.6K
16K $173K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
-40
- 7.95%
$62.11 - $78.98 $2.48K - $3.16K
463 $35K
AVUV
American Centy ETF Tr Avantis

ETFs
-170
- 4.02%
$75.17 - $91.21 $12.8K - $15.5K
4.05K $369K
USB
Us Bancorp \De\

Financial Services
-391
- 6.24%
$36.4 - $45.76 $14.2K - $17.9K
5.88K $266K
RSG
Republic Services, Inc.

Industrials
-12
- 1.0%
$227.2 - $258.07 $2.73K - $3.1K
1.19K $293K
IYW
Ishares Dj Us Tech ETF

ETFs
-505
- 18.07%
$122.57 - $173.27 $61.9K - $87.5K
2.29K $396K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-189
- 4.36%
$24.38 - $30.18 $4.61K - $5.7K
4.14K $124K
SPGI
S&P Global Inc.

Financial Services
-7
- 1.66%
$438.31 - $527.29 $3.07K - $3.69K
414 $218K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-174
- 3.19%
$33.13 - $40.67 $5.76K - $7.08K
5.28K $214K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-311
- 3.48%
$90.56 - $109.49 $28.2K - $34.1K
8.64K $943K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-24
- 2.34%
$91.62 - $116.16 $2.2K - $2.79K
1K $116K
AMP
Ameriprise Financial Inc

Financial Services
-27
- 5.3%
$422.19 - $533.73 $11.4K - $14.4K
482 $257K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-55
- 2.48%
$149.76 - $186.42 $8.24K - $10.3K
2.17K $403K
SCHW
Schwab Charles Corp

Financial Services
-329
- 9.91%
$69.06 - $91.24 $22.7K - $30K
2.99K $272K
LMT
Lockheed Martin Corp

Industrials
-12
- 0.98%
$430.82 - $486.45 $5.17K - $5.84K
1.21K $559K
TFC
Truist Financial Corp

Financial Services
-257
- 1.87%
$34.79 - $42.99 $8.94K - $11K
13.5K $581K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-62
- 1.88%
$152.93 - $181.74 $9.48K - $11.3K
3.24K $587K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-558
- 2.9%
$20.42 - $25.3 $11.4K - $14.1K
18.7K $472K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.22K
- 5.42%
$17.76 - $22.1 $21.7K - $27K
21.3K $470K
CSL
Carlisle Companies Inc

Industrials
-2
- 0.25%
$317.1 - $408.5 $634 - $817
792 $295K
FNB
Fnb Corp

Financial Services
-887
- 2.27%
$11.48 - $14.58 $10.2K - $12.9K
38.2K $556K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-26
- 3.3%
$320.42 - $424.58 $8.33K - $11K
762 $323K
IWD
Ishares Russell 1000 Val ETF

ETFs
-6
- 0.09%
$166.82 - $194.23 $1K - $1.17K
6.78K $1.32M
MS
Morgan Stanley

Financial Services
-60
- 2.93%
$99.83 - $140.86 $5.99K - $8.45K
1.99K $279K
COOP
Mr. Cooper Group Inc.

Financial Services
-68
- 3.94%
$107.26 - $155.96 $7.29K - $10.6K
1.66K $247K
MPC
Marathon Petroleum Corp

Energy
-15
- 0.67%
$118.55 - $170.08 $1.78K - $2.55K
2.21K $367K
URI
United Rentals, Inc.

Industrials
-12
- 2.2%
$551.94 - $753.4 $6.62K - $9.04K
533 $401K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-35
- 0.8%
$40.51 - $71.03 $1.42K - $2.49K
4.34K $304K
PM
Philip Morris International Inc.

Consumer Defensive
-61
- 1.32%
$149.23 - $184.95 $9.1K - $11.3K
4.55K $828K
CDNS
Cadence Design Systems Inc

Technology
-14
- 0.64%
$231.64 - $323.08 $3.24K - $4.52K
2.19K $674K
AXP
American Express CO

Financial Services
-23
- 0.82%
$231.39 - $318.98 $5.32K - $7.34K
2.79K $888K
CSCO
Cisco Systems, Inc.

Technology
-227
- 1.12%
$53.19 - $69.38 $12.1K - $15.7K
20K $1.39M
MU
Micron Technology Inc

Technology
-351
- 6.15%
$64.72 - $127.91 $22.7K - $44.9K
5.36K $660K
FNDF
Schwab Fundamental Intl Large

ETFs
-435
- 0.83%
$32.25 - $40.02 $14K - $17.4K
52K $2.08M
VMI
Valmont Industries Inc

Industrials
-8
- 0.13%
$263.86 - $333.86 $2.11K - $2.67K
6.19K $2.02M
AMD
Advanced Micro Devices Inc

Technology
-164
- 2.24%
$78.21 - $143.81 $12.8K - $23.6K
7.16K $1.02M
BAC
Bank Of America Corp

Financial Services
-235
- 0.46%
$34.39 - $47.46 $8.08K - $11.2K
50.5K $2.39M
AVGO
Broadcom Inc.

Technology
-106
- 0.27%
$146.29 - $275.65 $15.5K - $29.2K
39.6K $10.9M
NVDA
Nvidia Corp

Technology
-738
- 0.4%
$94.31 - $157.99 $69.6K - $117K
186K $29.3M
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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