Guardian Wealth Advisors, LLC Sells in Q2 2025

Guardian Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
-148K
- 89.28%
N/A
17.7K $950K
USFR
Wisdomtree Floating Rate Treas

ETFs
-127K
- 30.24%
$50.28 - $50.47 $6.39M - $6.42M
293K $14.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-119K
- 27.66%
$45.12 - $46.23 $5.39M - $5.52M
312K $14.4M
UNH
Unitedhealth Group Inc

Healthcare
-2.12K
- 28.36%
$274.35 - $599.47 $581K - $1.27M
5.35K $1.67M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-6.41K
- 11.27%
$44.68 - $45.96 $286K - $295K
50.5K $2.31M
JNJ
Johnson & Johnson

Healthcare
-761
- 7.16%
$146.36 - $159.82 $111K - $122K
9.87K $1.51M
BNL
Broadstone Net Lease, Inc.

Real Estate
-13.2K
- 40.81%
$14.72 - $17.13 $194K - $226K
19.1K $307K
XOM
Exxon Mobil Corp

Energy
-278
- 1.66%
$99.93 - $119.04 $27.8K - $33.1K
16.4K $1.77M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-171
- 12.54%
$390.26 - $489.06 $66.7K - $83.6K
1.19K $483K
AMGN
Amgen Inc

Healthcare
-404
- 23.7%
$262.28 - $309.85 $106K - $125K
1.3K $363K
NOC
Northrop Grumman Corp

Industrials
-266
- 39.12%
$456.3 - $540.39 $121K - $144K
414 $206K
FTGC
First Trust Global Tactical CO

ETFs
-1.37K
- 1.12%
$23.09 - $25.91 $31.7K - $35.6K
121K $3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-3.1K
- 57.46%
$43.53 - $54.46 $135K - $169K
2.29K $124K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-7.55K
- 3.99%
$20.16 - $20.49 $152K - $155K
182K $3.72M
COP
Conocophillips

Energy
-444
- 7.78%
$82.66 - $106.1 $36.7K - $47.1K
5.26K $472K
PEP
Pepsico Inc

Consumer Defensive
-35
- 0.54%
$128.02 - $151.37 $4.48K - $5.3K
6.46K $853K
WM
Waste Management Inc

Industrials
-469
- 13.06%
$216.47 - $242.1 $102K - $114K
3.12K $714K
IVE
Ishares S&P 500 Value ETF

ETFs
-597
- 52.97%
$168.34 - $195.42 $100K - $117K
530 $103K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-7.41K
- 4.59%
$18.28 - $18.7 $136K - $139K
154K $2.88M
CMCSA
Comcast Corp

Communication Services
-2.54K
- 28.08%
$32.84 - $36.72 $83.2K - $93.1K
6.49K $231K
LOW
Lowes Companies Inc

Consumer Cyclical
-134
- 2.67%
$210.83 - $235.28 $28.3K - $31.5K
4.88K $1.08M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.38K
- 35.97%
$82.96 - $110.1 $114K - $152K
2.45K $269K
DHR
Danaher Corp

Healthcare
-341
- 17.18%
$174.64 - $205.16 $59.6K - $70K
1.64K $324K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-1.74K
- 63.78%
$46.39 - $47.84 $80.7K - $83.2K
988 $47K
TXN
Texas Instruments Inc

Technology
-399
- 13.35%
N/A
2.59K $504K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-70
- 0.17%
$38.81 - $44.28 $2.72K - $3.1K
40.1K $1.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-905
- 26.45%
$82.21 - $83.12 $74.4K - $75.2K
2.52K $208K
XLV
Select Sector Spdr Fund Health

ETFs
-458
- 48.21%
$128.77 - $144.3 $59K - $66.1K
492 $66K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.44K
- 4.66%
$47.46 - $55.3 $68.4K - $79.7K
29.5K $1.62M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-612
- 46.29%
$97.29 - $105.63 $59.5K - $64.6K
710 $72K
XLF
Financial Sector Spdr

ETFs
-1.34K
- 70.05%
$43.92 - $52.37 $58.9K - $70.2K
573 $30K
DGRO
Ishares Core Dividend Growth E

ETFs
-3.15K
- 4.83%
$55.22 - $63.94 $174K - $201K
62K $3.96M
XLK
Technology Sector Spdr

ETFs
-306
- 78.46%
$179.73 - $253.23 $55K - $77.5K
84 $21K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-45
- 2.42%
$212.1 - $244.27 $9.54K - $11K
1.81K $396K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.07K
- 64.73%
$50.08 - $63.14 $53.7K - $67.7K
584 $36K
OC
Owens Corning

Industrials
-7
- 0.07%
$126.32 - $147.75 $884 - $1.03K
10K $1.38M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-24
- 2.23%
$421.16 - $509.5 $10.1K - $12.2K
1.05K $468K
AGNC
Agnc Investment Corp.

Real Estate
-4.62K
- 22.29%
$8.12 - $9.49 $37.5K - $43.8K
16.1K $147K
OEF
Ishares S&P 100 ETF

ETFs
-174
- 28.67%
N/A
433 $115K
MBB
Ishares Tr

ETFs
-486
- 3.45%
$91.41 - $94.22 $44.4K - $45.8K
13.6K $1.28M
VGIT
Vanguard Intermediate Term Tre

ETFs
-743
- 12.24%
$58.63 - $59.9 $43.6K - $44.5K
5.33K $318K
VIG
Vanguard Dividend Appreciation

ETFs
-216
- 0.73%
N/A
29.2K $5.32M
MDT
Medtronic PLC

Healthcare
-329
- 9.93%
$80.68 - $88.86 $26.5K - $29.2K
2.98K $260K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.55K
- 69.96%
$20.84 - $24.54 $32.3K - $38.1K
666 $16K
VLO
Valero Energy Corp

Energy
-297
- 14.28%
$104.69 - $141.77 $31.1K - $42.1K
1.78K $239K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-444
- 3.26%
$24.32 - $27.87 $10.8K - $12.4K
13.2K $348K
TMUS
T Mobile Us, Inc.

Communication Services
-2
- 0.18%
$220.99 - $268.54 $442 - $537
1.13K $269K
XLC
Select Sector Spdr Tr Communic

ETFs
-324
- 84.38%
$86.13 - $108.53 $27.9K - $35.2K
60 $6K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-407
- 1.21%
$85.42 - $94.39 $34.8K - $38.4K
33.3K $3.12M
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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