Guardian Wealth Advisors, LLC Incresed Positions in Q1 2025

Guardian Wealth Advisors, LLC

  • $156 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
52.9K
+ 54.41%
$49.78 - $53.19 $2.63M - $2.81M
150K $7.67M
VEA
Vanguard Ftse Developed Market

ETFs
21.1K
+ 5.87%
$47.4 - $52.99 $999K - $1.12M
380K $19.3M
SPYG
Spdr Portfolio

ETFs
31.7K
+ 55.75%
$80.05 - $92.39 $2.54M - $2.93M
88.5K $7.11M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.77K
+ 6.41%
$42.5 - $46.71 $330K - $363K
129K $5.84M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
19.9K
+ 9.8%
$57.21 - $65.8 $1.14M - $1.31M
223K $13M
JNJ
Johnson & Johnson

Healthcare
231
+ 3.92%
$142.06 - $167.7 $32.8K - $38.7K
6.13K $1.02M
ABT
Abbott Laboratories

Healthcare
256
+ 4.15%
$111.1 - $140.22 $28.4K - $35.9K
6.43K $853K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.12K
+ 5.14%
$50.39 - $50.66 $107K - $107K
43.4K $2.19M
XOM
Exxon Mobil Corp

Energy
310
+ 4.49%
$105.44 - $118.93 $32.7K - $36.9K
7.22K $858K
CTAS
Cintas Corp

Industrials
131
+ 7.52%
$182.09 - $208.14 $23.9K - $27.3K
1.87K $384K
SPGI
S&P Global Inc.

Financial Services
77
+ 4.21%
$478.26 - $543.77 $36.8K - $41.9K
1.91K $968K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
138
+ 0.54%
$18.36 - $20.51 $2.53K - $2.83K
25.7K $507K
NEAR
Blackrock Short Maturity Bond

ETFs
50
+ 0.08%
$50.4 - $50.89 $2.52K - $2.54K
61.7K $3.14M
EXPD
Expeditors International Of Washington Inc

Industrials
24
+ 1.14%
$109.09 - $126.48 $2.62K - $3.04K
2.13K $255K
APD
Air Products & Chemicals, Inc.

Basic Materials
44
+ 3.29%
$283.24 - $338.07 $12.5K - $14.9K
1.38K $407K
IVV
Ishares Core S&P 500 ETF

ETFs
58
+ 10.84%
$554.06 - $615.85 $32.1K - $35.7K
593 $333K
AFL
Aflac Inc

Financial Services
4
+ 0.17%
$100.99 - $111.19 $404 - $445
2.35K $260K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
95
+ 1.11%
$25.81 - $28.52 $2.45K - $2.71K
8.63K $237K
LOW
Lowes Companies Inc

Consumer Cyclical
197
+ 7.24%
$222.66 - $268.42 $43.9K - $52.9K
2.92K $680K
WMT
Walmart Inc.

Consumer Defensive
166
+ 4.29%
$84.5 - $105.05 $14K - $17.4K
4.03K $353K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
189
+ 1.65%
$25.58 - $29.24 $4.83K - $5.53K
11.6K $304K
EMR
Emerson Electric CO

Industrials
187
+ 4.36%
$108.64 - $131.17 $20.3K - $24.5K
4.48K $490K
TGT
Target Corp

Consumer Defensive
104
+ 2.64%
$103.65 - $142.5 $10.8K - $14.8K
4.04K $421K
SPY
Spdr S&P 500 ETF Trust

ETFs
927
+ 2.42%
$551.42 - $612.93 $511K - $568K
39.2K $22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
179
+ 1.06%
$468.34 - $539.52 $83.8K - $96.6K
17.1K $8.03M
IWM
Ishares Russell 2000 ETF

ETFs
4.54K
+ 6.29%
$198.1 - $229.79 $899K - $1.04M
76.7K $15.3M
Activity Summary
Buys All Purchases 29 New Holdings 2 Increased Positions 27 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email