Guardian Wealth Advisors, LLC Sells in Q2 2025

Guardian Wealth Advisors, LLC

  • $169 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-4.39K
- 13.73%
$168.34 - $195.42 $738K - $857K
27.6K $5.39M
NEAR
Blackrock Short Maturity Bond

ETFs
-9.38K
- 15.2%
$50.41 - $51.17 $473K - $480K
52.3K $2.67M
PFF
Ishares Trust Ishares Pfd And

ETFs
-14.3K
- 20.07%
$29.0 - $30.68 $415K - $440K
57.1K $1.75M
SJNK
Spdr Bloomberg Short Term High

ETFs
-16.3K
- 10.58%
$24.12 - $25.48 $392K - $415K
138K $3.5M
UNH
Unitedhealth Group Inc

Healthcare
-210
- 19.63%
$274.35 - $599.47 $57.6K - $126K
860 $268K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.65K
- 63.1%
$167.32 - $223.3 $276K - $368K
965 $211K
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.78K
- 17.47%
$74.88 - $91.97 $358K - $440K
22.6K $2.08M
AAPL
Apple Inc.

Technology
-840
- 23.39%
$172.42 - $223.89 $145K - $188K
2.75K $564K
ABBV
Abb Vie Inc.

Healthcare
-181
- 2.94%
$170.16 - $206.27 $30.8K - $37.3K
5.97K $1.11M
MMM
3 M CO

Industrials
-1.16K
- 24.51%
$126.09 - $154.15 $146K - $178K
3.56K $542K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.85K
- 4.7%
$50.48 - $50.71 $93.4K - $93.9K
37.5K $1.9M
ED
Consolidated Edison Inc

Utilities
-288
- 4.84%
$98.05 - $113.3 $28.2K - $32.6K
5.67K $568K
CTAS
Cintas Corp

Industrials
-543
- 29.01%
$190.11 - $227.66 $103K - $124K
1.33K $296K
TROW
Price T Rowe Group Inc

Financial Services
-909
- 16.44%
$80.27 - $98.06 $73K - $89.1K
4.62K $445K
KMB
Kimberly Clark Corp

Consumer Defensive
-197
- 8.32%
$126.84 - $145.22 $25K - $28.6K
2.17K $279K
MCD
Mcdonalds Corp

Consumer Cyclical
-80
- 7.35%
$285.55 - $321.23 $22.8K - $25.7K
1.01K $294K
KO
Coca Cola CO

Consumer Defensive
-572
- 14.83%
$68.37 - $73.9 $39.1K - $42.3K
3.29K $232K
LOW
Lowes Companies Inc

Consumer Cyclical
-34
- 1.17%
$210.83 - $235.28 $7.17K - $8K
2.88K $639K
APD
Air Products & Chemicals, Inc.

Basic Materials
-82
- 5.94%
$248.61 - $294.96 $20.4K - $24.2K
1.3K $366K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6
- 0.97%
$483.48 - $539.8 $2.9K - $3.24K
613 $297K
HRL
Hormel Foods Corp

Consumer Defensive
-699
- 9.33%
$29.11 - $31.44 $20.3K - $22K
6.79K $205K
MDT
Medtronic PLC

Healthcare
-137
- 3.58%
$80.68 - $88.86 $11.1K - $12.2K
3.69K $321K
ADP
Automatic Data Processing Inc

Industrials
-60
- 4.96%
$276.76 - $326.81 $16.6K - $19.6K
1.15K $354K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-320
- 7.18%
$51.68 - $52.76 $16.5K - $16.9K
4.14K $218K
EXPD
Expeditors International Of Washington Inc

Industrials
-22
- 1.03%
$102.84 - $122.24 $2.26K - $2.69K
2.11K $240K
COST
Costco Wholesale Corp

Consumer Defensive
-23
- 9.47%
$908.13 - $1056.85 $20.9K - $24.3K
220 $217K
IVW
Ishares S&P 500 Growth ETF

ETFs
-10.6K
- 15.83%
$82.96 - $110.1 $877K - $1.16M
56.2K $6.19M
CINF
Cincinnati Financial Corp

Financial Services
-123
- 1.93%
$126.6 - $151.6 $15.6K - $18.6K
6.26K $932K
HYG
Ishares Tr

ETFs
-275
- 3.84%
$75.75 - $80.65 $20.8K - $22.2K
6.89K $555K
SPGI
S&P Global Inc.

Financial Services
-85
- 4.46%
$438.31 - $527.29 $37.3K - $44.8K
1.82K $960K
IVV
Ishares Core S&P 500 ETF

ETFs
-58
- 9.78%
$498.8 - $620.9 $28.9K - $36K
535 $332K
SYY
Sysco Corp

Consumer Defensive
-49
- 0.73%
$68.0 - $75.91 $3.33K - $3.72K
6.65K $503K
ABT
Abbott Laboratories

Healthcare
-21
- 0.33%
$123.95 - $138.08 $2.6K - $2.9K
6.41K $871K
VO
Vanguard Mid Cap ETF

ETFs
-88
- 3.86%
$228.54 - $279.83 $20.1K - $24.6K
2.19K $613K
WMT
Walmart Inc.

Consumer Defensive
-133
- 3.3%
$81.79 - $99.98 $10.9K - $13.3K
3.9K $381K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-12
- 1.52%
$456.74 - $568.03 $5.48K - $6.82K
775 $440K
PNR
Pentair PLC

Industrials
-14
- 0.5%
$76.17 - $103.58 $1.07K - $1.45K
2.8K $287K
ECL
Ecolab Inc.

Basic Materials
-26
- 0.81%
$225.65 - $270.95 $5.87K - $7.04K
3.2K $861K
MSFT
Microsoft Corp

Technology
-25
- 2.13%
$354.56 - $497.45 $8.86K - $12.4K
1.15K $570K
CAH
Cardinal Health Inc

Healthcare
-79
- 1.17%
$125.0 - $168.0 $9.88K - $13.3K
6.66K $1.12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-232
- 1.36%
$416.06 - $551.64 $96.5K - $128K
16.9K $9.31M
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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