Guardian Wealth Advisors, LLC Portfolio Holdings by Sector
Guardian Wealth Advisors, LLC
- $1.16 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
ACIO DRSK SCHX OSCV BUFR VOO CGDV RDVY 306 stocks |
$909,216
78.42% of portfolio
|
140
|
57
|
15
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM AMD TXN MU TSM 7 stocks |
$29,873
2.58% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$21,591
1.86% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR ADBE SNPS CRWD 6 stocks |
$18,011
1.55% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B AIG HIG 3 stocks |
$12,229
1.05% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$11,099
0.96% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ PFE MRK AMGN BMY GILD 9 stocks |
$10,950
0.94% of portfolio
|
6
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C 4 stocks |
$9,789
0.84% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$8,792
0.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM F LCID 4 stocks |
$8,415
0.73% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$7,682
0.66% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ETY PHYS PSLV CSQ AMP BK ETW 7 stocks |
$7,227
0.62% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP PYPL 4 stocks |
$7,178
0.62% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR TRV MKL CB ALL WRB 6 stocks |
$5,617
0.48% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYM RWR 3 stocks |
$5,517
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
BR ACN IBM FISV 4 stocks |
$4,830
0.42% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI ELV 3 stocks |
$4,638
0.4% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO DUK NEE D AEP EXC 6 stocks |
$4,023
0.35% of portfolio
|
4
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP EMR GE 3 stocks |
$3,631
0.31% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM CDNS MSTR SHOP UBER INTU NOW 7 stocks |
$3,442
0.3% of portfolio
|
5
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$3,409
0.29% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$3,244
0.28% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA LMT NOC LHX GD 6 stocks |
$2,902
0.25% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
$2,880
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Oil & Gas E&P | Energy
FANG COP 2 stocks |
$2,781
0.24% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$2,718
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC FNB PNC FCNCA USB UMBF MTB 7 stocks |
$2,546
0.22% of portfolio
|
2
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
CHE 1 stocks |
$2,543
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
VMI HON 2 stocks |
$2,516
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$2,102
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$2,062
0.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK MDT BSX 4 stocks |
$1,922
0.17% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC 2 stocks |
$1,804
0.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW MS 3 stocks |
$1,782
0.15% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$1,759
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$1,756
0.15% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
OC CSL 2 stocks |
$1,699
0.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$1,683
0.15% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T CMCSA TMUS 4 stocks |
$1,659
0.14% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$1,467
0.13% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1,395
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$1,202
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$1,121
0.1% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$1,084
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$1,071
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX REGN NVO PGEN 4 stocks |
$1,057
0.09% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,046
0.09% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$1,021
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET AFL 2 stocks |
$1,007
0.09% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO CME SPGI 3 stocks |
$903
0.08% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
CPHC 1 stocks |
$781
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG 2 stocks |
$763
0.07% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$735
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML 2 stocks |
$689
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC VLO 2 stocks |
$598
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
BNL 1 stocks |
$551
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$527
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$523
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI PHM 2 stocks |
$445
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$356
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL AAL 2 stocks |
$348
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI 1 stocks |
$342
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$341
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$330
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$320
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BAH 1 stocks |
$309
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$290
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$249
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$221
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$215
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO 1 stocks |
$209
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
COOP 1 stocks |
$206
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC 1 stocks |
$198
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Drilling | Energy
RIG 1 stocks |
$35
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$11
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|