Guardian Wealth Advisors, LLC Portfolio Holdings

Guardian Wealth Advisors, LLC

  • $169 Million
  • Q2 2025

Guardian Wealth Advisors, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $169 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 $24.7M, Vanguard Ftse Developed Market with a value of $22.1M, Ishares Russell 2000 ETF with a value of $17.2M, Ishares Core S&P Mid Cap ETF with a value of $15M, and Spdr Portfolio with a value of $9.98M.

Examining the 13F form we can see an increase of $13.1M in the current position value, from $156M to 169M.

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 $169 Million
ETFs: $145 Million
Industrials: $5.07 Million
Healthcare: $4.87 Million
Consumer Defensive: $4.25 Million
Financial Services: $3.16 Million
Technology: $1.68 Million
Energy: $1.66 Million
Consumer Cyclical: $1.58 Million
Other: $2 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $169 Million
  • Prior Value $156 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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