Guardian Wealth Advisors, LLC Reduced Holdings in Q1 2025

Guardian Wealth Advisors, LLC

  • $156 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-23.3K
- 25.83%
$92.45 - $106.69 $2.15M - $2.48M
66.8K $6.2M
IVE
Ishares S&P 500 Value ETF

ETFs
-10.6K
- 24.84%
$185.78 - $198.58 $1.96M - $2.1M
32K $6.09M
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.3K
- 13.56%
$82.81 - $92.93 $356K - $399K
27.4K $2.33M
PFF
Ishares Trust Ishares Pfd And

ETFs
-7.67K
- 9.71%
$30.73 - $32.26 $236K - $248K
71.4K $2.19M
SJNK
Spdr Bloomberg Short Term High

ETFs
-9.69K
- 5.92%
$25.08 - $25.64 $243K - $248K
154K $3.87M
TROW
Price T Rowe Group Inc

Financial Services
-841
- 13.2%
$91.57 - $116.93 $77K - $98.3K
5.53K $507K
GIS
General Mills Inc

Consumer Defensive
-2.66K
- 25.71%
$57.56 - $65.3 $153K - $173K
7.68K $458K
VO
Vanguard Mid Cap ETF

ETFs
-476
- 17.26%
$251.87 - $277.95 $120K - $132K
2.28K $590K
CLX
Clorox CO

Consumer Defensive
-393
- 12.16%
$141.76 - $162.89 $55.7K - $64K
2.84K $418K
AAPL
Apple Inc.

Technology
-10
- 0.28%
$209.68 - $247.1 $2.1K - $2.47K
3.59K $797K
MMM
3 M CO

Industrials
-1.3K
- 21.58%
$129.7 - $155.12 $168K - $202K
4.72K $693K
MSFT
Microsoft Corp

Technology
-23
- 1.92%
$375.39 - $447.2 $8.63K - $10.3K
1.17K $439K
PEP
Pepsico Inc

Consumer Defensive
-288
- 6.03%
$142.64 - $156.42 $41.1K - $45K
4.49K $672K
IBM
International Business Machines Corp

Technology
-462
- 21.02%
$217.4 - $264.74 $100K - $122K
1.74K $431K
ADP
Automatic Data Processing Inc

Industrials
-224
- 15.63%
$286.85 - $318.64 $64.3K - $71.4K
1.21K $369K
PNR
Pentair PLC

Industrials
-48
- 1.68%
$84.0 - $105.35 $4.03K - $5.06K
2.81K $245K
CINF
Cincinnati Financial Corp

Financial Services
-401
- 5.91%
$133.67 - $147.81 $53.6K - $59.3K
6.38K $942K
KMB
Kimberly Clark Corp

Consumer Defensive
-355
- 13.04%
$124.46 - $147.4 $44.2K - $52.3K
2.37K $336K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-379
- 7.83%
$51.52 - $52.37 $19.5K - $19.8K
4.46K $233K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-531
- 1.33%
$50.44 - $50.7 $26.8K - $26.9K
39.4K $2M
HRL
Hormel Foods Corp

Consumer Defensive
-288
- 3.7%
$28.29 - $31.52 $8.15K - $9.08K
7.49K $231K
SYY
Sysco Corp

Consumer Defensive
-27
- 0.4%
$70.0 - $77.13 $1.89K - $2.08K
6.7K $502K
UNH
Unitedhealth Group Inc

Healthcare
-60
- 5.31%
$461.52 - $548.18 $27.7K - $32.9K
1.07K $560K
HYG
Ishares Tr

ETFs
-150
- 2.05%
$78.51 - $80.11 $11.8K - $12K
7.16K $564K
GPC
Genuine Parts CO

Consumer Cyclical
-95
- 2.62%
$115.91 - $129.02 $11K - $12.3K
3.53K $420K
MDT
Medtronic PLC

Healthcare
-395
- 9.36%
$79.84 - $94.5 $31.5K - $37.3K
3.83K $343K
BSX
Boston Scientific Corp

Healthcare
-200
- 8.22%
$89.38 - $106.18 $17.9K - $21.2K
2.23K $225K
MCD
Mcdonalds Corp

Consumer Cyclical
-13
- 1.18%
$279.74 - $321.29 $3.64K - $4.18K
1.09K $339K
CB
Chubb LTD

Financial Services
-3
- 0.29%
$257.71 - $301.99 $773 - $906
1.03K $310K
KO
Coca Cola CO

Consumer Defensive
-40
- 1.03%
$60.81 - $72.32 $2.43K - $2.89K
3.86K $276K
ECL
Ecolab Inc.

Basic Materials
-1
- 0.03%
$229.72 - $269.82 $230 - $270
3.22K $817K
CAH
Cardinal Health Inc

Healthcare
-526
- 7.24%
$118.02 - $137.77 $62.1K - $72.5K
6.74K $928K
ED
Consolidated Edison Inc

Utilities
-380
- 6.0%
$88.0 - $110.59 $33.4K - $42K
5.96K $658K
CVX
Chevron Corp

Energy
-33
- 0.55%
$146.71 - $167.97 $4.84K - $5.54K
5.97K $999K
ABBV
Abb Vie Inc.

Healthcare
-366
- 5.62%
$169.2 - $216.66 $61.9K - $79.3K
6.15K $1.29M
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
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