Guardian Wealth Advisors, LLC Portfolio Holdings

Guardian Wealth Advisors, LLC

  • $156 Million
  • Q4 2024

Guardian Wealth Advisors, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $156 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $22.5M, Vanguard Ftse Developed Market with a value of $17.2M, Ishares Russell 2000 ETF with a value of $15.9M, Ishares Core S&P Mid Cap ETF with a value of $12.6M, and Ishares S&P 500 Growth ETF with a value of $9.14M.

Examining the 13F form we can see an decrease of $5.87M in the current position value, from $162M to 156M.

Guardian Wealth Advisors, LLC is based out at Bloomington, MN

Below you can find more details about Guardian Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $156 Million
ETFs: $130 Million
Industrials: $5.19 Million
Consumer Defensive: $5.04 Million
Healthcare: $4.69 Million
Financial Services: $3.41 Million
Consumer Cyclical: $2.12 Million
Technology: $1.89 Million
Energy: $1.61 Million
Other: $1.71 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$336B
$1.16 Million 0.74% of portfolio
6,518
Q4 2024 Reduced 2.53%
$3.74T
$901,000 0.58% of portfolio
3,601
Q4 2024 Reduced 3.3%
$300B
$870,000 0.56% of portfolio
6,007
Q4 2024 Added 0.13%
$401B
$853,000 0.55% of portfolio
5,899
Q4 2024 Added 2.91%
$458B
$743,000 0.48% of portfolio
6,908
Q4 2024 Reduced 2.22%
$226B
$698,000 0.45% of portfolio
6,175
Q4 2024 Added 0.29%
$398B
$669,000 0.43% of portfolio
3,994
Q4 2024 Reduced 1.36%
$2.47T
$573,000 0.37% of portfolio
2,615
Q3 2024 Reduced 25.6%
$510B
$571,000 0.37% of portfolio
1,130
Q3 2024 Reduced 3.0%
$3.07T
$503,000 0.32% of portfolio
1,195
Q4 2024 Reduced 5.31%
$237B
$483,000 0.31% of portfolio
2,198
Q4 2024 Reduced 3.47%
$274B
$349,000 0.22% of portfolio
3,865
Q4 2024 Added 0.13%
$213B
$319,000 0.2% of portfolio
1,101
Q4 2024 Reduced 0.72%
$608B
$280,000 0.18% of portfolio
619
Q4 2024 Reduced 1.59%
$271B
$242,000 0.16% of portfolio
3,897
Q4 2024 Reduced 1.22%
$452B
$222,000 0.14% of portfolio
243
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $156 Million
  • Prior Value $162 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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