Guardian Asset Advisors, LLC Purchases in Q4 2024

Guardian Asset Advisors, LLC

  • $156 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IGV
Ishares Expanded Tech Software

ETFs
19.6K
New
$87.5 - $110.17 $1.71M - $2.15M
19.6K $1.96B
XLF
Financial Sector Spdr

ETFs
27.4K
+ 176.82%
$44.89 - $51.34 $1.23M - $1.41M
42.9K $2.07B
XLY
Select Sector Spdr Consumer Di

ETFs
4.9K
New
$194.8 - $239.43 $954K - $1.17M
4.9K $1.1B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.38K
+ 10.48%
$198.04 - $221.51 $669K - $748K
35.6K $7.49B
PLTR
Palantir Technologies Inc.

Technology
12.5K
New
$36.46 - $82.38 $457K - $1.03M
12.5K $949M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.97K
+ 9.71%
$66.77 - $71.52 $665K - $713K
113K $7.76B
TSLA
Tesla, Inc.

Consumer Cyclical
16
+ 0.29%
$213.65 - $479.86 $3.42K - $7.68K
5.61K $2.27B
NVDA
Nvidia Corp

Technology
477
+ 0.89%
$117.0 - $148.88 $55.8K - $71K
53.9K $7.24B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
51.2K
+ 340.7%
$26.93 - $84.95 $1.38M - $4.35M
66.2K $1.81B
WMT
Walmart Inc.

Consumer Defensive
1.69K
+ 5.58%
$79.1 - $95.7 $133K - $161K
31.9K $2.88B
VRT
Vertiv Holdings CO

Industrials
1.72K
+ 18.97%
N/A
10.8K $1.23B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.88K
New
$33.92 - $36.6 $267K - $288K
7.88K $277M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.42K
+ 5.16%
$61.68 - $67.87 $272K - $300K
90K $5.61B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
12.1K
+ 7.94%
$20.98 - $21.19 $253K - $255K
164K $3.45B
VST
Vistra Corp.

Utilities
1.85K
New
$115.74 - $166.61 $214K - $307K
1.85K $254M
Ge Vernova Inc
405
+ 36.36%
N/A
1.52K $500M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.72K
New
$77.02 - $78.58 $209K - $214K
2.72K $211M
JPM
Jpmorgan Chase & CO

Financial Services
167
+ 3.58%
$205.18 - $250.29 $34.3K - $41.8K
4.83K $1.16B
SHOP
Shopify Inc.

Technology
40
+ 0.72%
$78.14 - $119.49 $3.13K - $4.78K
5.62K $598M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.6K
+ 6.82%
$77.86 - $79.27 $202K - $206K
40.7K $3.18B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.41K
+ 8.52%
$42.33 - $43.3 $187K - $191K
56.1K $2.39B
XLC
Select Sector Spdr Tr Communic

ETFs
242
+ 1.28%
$89.66 - $102.16 $21.7K - $24.7K
19.1K $1.85B
CRM
Salesforce, Inc.

Technology
114
+ 7.65%
$270.87 - $367.87 $30.9K - $41.9K
1.6K $537M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.46K
+ 31.77%
$65.67 - $69.79 $95.8K - $102K
6.05K $406M
SPY
Spdr S&P 500 ETF Trust

ETFs
98
+ 3.63%
$567.81 - $607.81 $55.6K - $59.6K
2.8K $1.64B
LNG
Cheniere Energy, Inc.

Energy
2
+ 0.08%
$181.07 - $225.92 $362 - $452
2.54K $546M
QQQ
Invesco Qqq Trust, Series 1

ETFs
69
+ 3.36%
$481.22 - $538.17 $33.2K - $37.1K
2.13K $1.09B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
362
+ 23.94%
$238.25 - $261.28 $86.2K - $94.6K
1.87K $454M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
892
+ 4.98%
$113.92 - $127.38 $102K - $114K
18.8K $2.17B
VEA
Vanguard Ftse Developed Market

ETFs
1.62K
+ 19.06%
$47.57 - $52.44 $77.1K - $85K
10.1K $484M
ENB
Enbridge Inc

Energy
138
+ 1.15%
$40.4 - $43.92 $5.58K - $6.06K
12.1K $515M
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.66K
+ 3.29%
$32.65 - $33.68 $217K - $224K
209K $6.85B
GE
General Electric CO

Industrials
342
+ 22.57%
$159.95 - $194.23 $54.7K - $66.4K
1.86K $310M
CME
Cme Group Inc.

Financial Services
1
+ 0.09%
$221.17 - $246.02 $221 - $246
1.16K $269M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.26%
$311.11 - $335.64 $933 - $1.01K
1.14K $368M
CWB
Spdr Bloomberg Convertible Sec

ETFs
5
+ 0.12%
$76.21 - $82.24 $381 - $411
4.34K $338M
ITA
Ishares Tr

ETFs
117
+ 3.34%
$144.31 - $157.31 $16.9K - $18.4K
3.62K $526M
CHD
Church & Dwight CO Inc

Consumer Defensive
2
+ 0.05%
$99.11 - $112.25 $198 - $225
4.22K $442M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
14
+ 0.31%
$50.67 - $50.9 $709 - $713
4.48K $227M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
285
+ 4.02%
$47.77 - $51.75 $13.6K - $14.7K
7.38K $356M
PPL
Ppl Corp

Utilities
8
+ 0.12%
$31.47 - $35.0 $252 - $280
6.77K $220M
IWS
Ishares Russell Midcap Value E

ETFs
12
+ 0.31%
$128.08 - $140.32 $1.54K - $1.68K
3.93K $508M
VTV
Vanguard Value ETF

ETFs
38
+ 0.87%
$168.32 - $181.87 $6.4K - $6.91K
4.39K $744M
VDC
Vanguard Consumer Staples ETF

ETFs
5
+ 0.18%
$210.96 - $223.62 $1.05K - $1.12K
2.86K $605M
MCD
Mcdonalds Corp

Consumer Cyclical
172
+ 3.46%
$288.47 - $316.54 $49.6K - $54.4K
5.15K $1.49B
IGRO
Ishares Tr International Divid

ETFs
14
+ 0.2%
$67.76 - $74.48 $949 - $1.04K
6.92K $470M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.03%
$385.02 - $431.37 $385 - $431
3.48K $1.35B
ITB
Ishares Tr

ETFs
196
+ 4.17%
$103.31 - $129.34 $20.2K - $25.4K
4.89K $507M
SCHG
Schwab Strategic Tr Us Large C

ETFs
35.5K
+ 249.4%
$25.93 - $105.3 $920K - $3.73M
49.7K $1.38B
Activity Summary
Buys All Purchases 52 New Holdings 6 Increased Positions 46 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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