Guardian Wealth Advisors, LLC Portfolio Holdings

Guardian Wealth Advisors, LLC

  • $156 Million
  • Q1 2025

Guardian Wealth Advisors, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $156 Million distributed in 73 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 $22M, Vanguard Ftse Developed Market with a value of $19.3M, Ishares Russell 2000 ETF with a value of $15.3M, Ishares Core S&P Mid Cap ETF with a value of $13M, and Invesco Qqq Trust, Series 1 with a value of $8.03M.

Examining the 13F form we can see an decrease of $178K in the current position value, from $156M 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
Healthcare: $5.21 Million
Industrials: $5.05 Million
Consumer Defensive: $4.63 Million
Financial Services: $3.32 Million
Consumer Cyclical: $1.94 Million
Energy: $1.86 Million
Technology: $1.67 Million
Other: $2.09 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $156 Million
  • Prior Value $156 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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