Guardian Wealth Advisors, LLC Reduced Holdings in Q3 2024

Guardian Wealth Advisors, LLC

  • $162 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.73K
- 9.11%
$434.77 - $502.96 $752K - $870K
17.3K $8.42M
IVW
Ishares S&P 500 Growth ETF

ETFs
-10.2K
- 7.58%
$84.77 - $97.13 $866K - $992K
124K $11.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
-6.4K
- 14.92%
$79.92 - $88.19 $512K - $565K
36.5K $3.22M
AMZN
Amazon Com Inc

Consumer Cyclical
-900
- 25.6%
$161.02 - $200.0 $145K - $180K
2.62K $487K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.25K
- 48.1%
$95.1 - $106.76 $214K - $240K
2.43K $259K
HYG
Ishares Tr

ETFs
-1.28K
- 13.49%
$76.72 - $80.36 $98.2K - $103K
8.21K $659K
EMR
Emerson Electric CO

Industrials
-600
- 11.82%
$98.19 - $118.87 $58.9K - $71.3K
4.47K $489K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-937
- 20.06%
$75.47 - $83.18 $70.7K - $77.9K
3.73K $310K
HRL
Hormel Foods Corp

Consumer Defensive
-1.77K
- 17.98%
$30.04 - $33.14 $53.2K - $58.7K
8.08K $255K
MSFT
Microsoft Corp

Technology
-25
- 1.94%
$395.15 - $467.56 $9.88K - $11.7K
1.26K $542K
APD
Air Products & Chemicals, Inc.

Basic Materials
-293
- 17.83%
$247.34 - $300.11 $72.5K - $87.9K
1.35K $401K
SYY
Sysco Corp

Consumer Defensive
-750
- 9.87%
$69.16 - $78.98 $51.9K - $59.2K
6.85K $534K
AMCR
Amcor PLC

Consumer Cyclical
-2.8K
- 16.63%
$9.5 - $11.44 $26.6K - $32K
14K $159K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-178
- 3.38%
$51.02 - $52.74 $9.08K - $9.39K
5.09K $267K
TGT
Target Corp

Consumer Defensive
-197
- 4.58%
$133.47 - $159.25 $26.3K - $31.4K
4.1K $639K
KMB
Kimberly Clark Corp

Consumer Defensive
-11
- 0.4%
$135.05 - $148.35 $1.49K - $1.63K
2.75K $390K
XOM
Exxon Mobil Corp

Energy
-56
- 0.79%
$109.72 - $119.0 $6.14K - $6.66K
7.07K $828K
CLX
Clorox CO

Consumer Defensive
-522
- 13.68%
$131.73 - $166.97 $68.8K - $87.2K
3.3K $536K
AFL
Aflac Inc

Financial Services
-199
- 7.81%
$88.52 - $111.8 $17.6K - $22.2K
2.35K $262K
MDT
Medtronic PLC

Healthcare
-4
- 0.11%
$76.84 - $91.03 $307 - $364
3.7K $333K
VO
Vanguard Mid Cap ETF

ETFs
-103
- 2.97%
$237.84 - $263.83 $24.5K - $27.2K
3.36K $887K
ECL
Ecolab Inc.

Basic Materials
-30
- 0.92%
$228.86 - $255.76 $6.87K - $7.67K
3.24K $827K
PNR
Pentair PLC

Industrials
-163
- 4.95%
$74.39 - $97.79 $12.1K - $15.9K
3.13K $306K
JNJ
Johnson & Johnson

Healthcare
-193
- 3.26%
$145.48 - $167.38 $28.1K - $32.3K
5.73K $928K
UNH
Unitedhealth Group Inc

Healthcare
-35
- 3.0%
$488.01 - $604.18 $17.1K - $21.1K
1.13K $660K
CINF
Cincinnati Financial Corp

Financial Services
-477
- 6.33%
$115.7 - $138.2 $55.2K - $65.9K
7.06K $960K
CAH
Cardinal Health Inc

Healthcare
-45
- 0.6%
$93.74 - $114.66 $4.22K - $5.16K
7.51K $830K
SWK
Stanley Black & Decker, Inc.

Industrials
-35
- 0.99%
$77.75 - $110.17 $2.72K - $3.86K
3.52K $387K
IBM
International Business Machines Corp

Technology
-1
- 0.04%
$175.1 - $223.38 $175 - $223
2.28K $503K
SPGI
S&P Global Inc.

Financial Services
-12
- 0.63%
$446.32 - $527.38 $5.36K - $6.33K
1.88K $972K
MMM
3 M CO

Industrials
-572
- 8.18%
$99.69 - $139.42 $57K - $79.7K
6.42K $877K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-1.48K
- 8.14%
$85.44 - $110.36 $126K - $163K
16.7K $1.84M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.54K
- 2.2%
$41.9 - $48.26 $107K - $123K
113K $5.41M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.8K
- 4.61%
$181.06 - $197.17 $508K - $553K
58K $11.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.41K
- 3.47%
$517.38 - $573.86 $730K - $810K
39.2K $22.5M
IWM
Ishares Russell 2000 ETF

ETFs
-554
- 0.75%
$200.87 - $224.6 $111K - $124K
73K $16.1M
Activity Summary
Buys All Purchases 38 New Holdings 4 Increased Positions 34 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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