Guardian Asset Advisors, LLC Incresed Positions in Q4 2025

Guardian Asset Advisors, LLC

  • $192 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
7
+ 0.01%
$245.27 - $275.25 $1.72K - $1.93K
86.3K $23.5B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.84K
+ 2.08%
$76.84 - $80.86 $218K - $230K
139K $11.2B
WMT
Walmart Inc.

Consumer Defensive
691
+ 1.89%
$101.18 - $109.03 $69.9K - $75.3K
37.3K $4.16B
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.97K
+ 22.14%
$31.41 - $33.69 $282K - $302K
49.5K $1.61B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
587
+ 10.76%
$475.68 - $513.11 $279K - $301K
6.04K $3.04B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.06K
+ 2.49%
$132.67 - $138.39 $141K - $147K
43.6K $6.04B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
70
+ 0.19%
$242.67 - $261.79 $17K - $18.3K
37.7K $9.54B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.54K
+ 17.55%
$74.62 - $78.21 $264K - $277K
23.7K $1.69B
VEA
Vanguard Ftse Developed Market

ETFs
395
+ 0.75%
$59.18 - $62.09 $23.4K - $24.5K
53.2K $3.32B
SLV
I Shares Silver Trust

ETFs
635
+ 12.2%
$42.4 - $49.17 $26.9K - $31.2K
5.84K $376M
VRT
Vertiv Holdings CO

Industrials
68
+ 0.58%
N/A
11.9K $1.92B
META
Meta Platforms, Inc.

Communication Services
390
+ 24.81%
$609.01 - $751.67 $238K - $293K
1.96K $1.3B
SCHW
Schwab Charles Corp

Financial Services
581
+ 3.18%
$91.91 - $97.71 $53.4K - $56.8K
18.8K $1.88B
Ge Vernova Inc
66
+ 2.86%
N/A
2.37K $1.55B
TSLA
Tesla, Inc.

Consumer Cyclical
215
+ 4.27%
$401.99 - $468.37 $86.4K - $101K
5.26K $2.36B
JNJ
Johnson & Johnson

Healthcare
79
+ 1.65%
$185.98 - $199.58 $14.7K - $15.8K
4.86K $1.01B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
136
+ 7.11%
$325.34 - $368.61 $44.2K - $50.1K
2.05K $740M
SHOP
Shopify Inc.

Technology
271
+ 4.74%
$146.04 - $179.01 $39.6K - $48.5K
5.99K $965M
AVGO
Broadcom Inc.

Technology
198
+ 13.88%
$324.63 - $385.98 $64.3K - $76.4K
1.63K $562M
GLD
Spdr Gold Trust

ETFs
30
+ 1.59%
$354.79 - $403.15 $10.6K - $12.1K
1.91K $758M
JPM
Jpmorgan Chase & CO

Financial Services
159
+ 3.09%
$294.11 - $320.41 $46.8K - $50.9K
5.31K $1.72B
VTV
Vanguard Value ETF

ETFs
257
+ 3.15%
$182.87 - $189.72 $47K - $48.8K
8.41K $1.61B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.48K
+ 4.16%
$42.66 - $43.29 $106K - $107K
62K $2.66B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.77K
+ 23.83%
$37.61 - $39.41 $66.6K - $69.8K
9.21K $364M
SPY
Spdr S&P 500 ETF Trust

ETFs
26
+ 0.9%
$653.02 - $687.39 $17K - $17.9K
2.91K $1.99B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
10
+ 1.14%
$402.9 - $437.15 $4.03K - $4.37K
885 $401M
PLD
Prologis, Inc.

Real Estate
137
+ 4.49%
$111.23 - $127.18 $15.2K - $17.4K
3.19K $407M
PNC
Pnc Financial Services Group, Inc.

Financial Services
100
+ 3.39%
$178.37 - $198.46 $17.8K - $19.8K
3.05K $636M
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 0.51%
$656.2 - $690.71 $7.87K - $8.29K
2.37K $1.62B
NVDA
Nvidia Corp

Technology
237
+ 0.43%
$179.83 - $207.04 $42.6K - $49.1K
55.7K $10.4B
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.59K
+ 0.76%
$33.69 - $34.08 $53.6K - $54.3K
211K $7.12B
CWB
Spdr Bloomberg Convertible Sec

ETFs
560
+ 5.18%
$88.49 - $93.64 $49.6K - $52.4K
11.4K $1.01B
SCHV
Schwab Strategic Tr Us Large C

ETFs
902
+ 10.14%
$28.46 - $29.45 $25.7K - $26.6K
9.8K $290M
GE
General Electric CO

Industrials
35
+ 1.46%
$291.49 - $314.28 $10.2K - $11K
2.43K $749M
IGRO
Ishares Tr International Divid

ETFs
45
+ 0.65%
$78.71 - $81.58 $3.54K - $3.67K
7K $579M
BND
Vanguard Bd Index Fd Inc Total

ETFs
314
+ 2.32%
$74.09 - $75.1 $23.3K - $23.6K
13.9K $1.03B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
332
+ 0.78%
$79.55 - $80.13 $26.4K - $26.6K
42.9K $3.42B
PLTR
Palantir Technologies Inc.

Technology
836
+ 2.91%
$172.14 - $207.18 $144K - $173K
29.5K $5.25B
HSY
Hershey CO

Consumer Defensive
196
+ 4.29%
$162.31 - $195.56 $31.8K - $38.3K
4.76K $866M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
45
+ 0.35%
$63.25 - $66.24 $2.85K - $2.98K
13.1K $862M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
18
+ 0.29%
$72.21 - $75.0 $1.3K - $1.35K
6.15K $461M
VPU
Vanguard Utilities ETF

ETFs
90
+ 7.52%
$190.8 - $202.04 $17.2K - $18.2K
1.29K $238M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.26%
$358.39 - $376.54 $1.08K - $1.13K
1.15K $430M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
28
+ 0.84%
$114.27 - $121.15 $3.2K - $3.39K
3.37K $405M
IWS
Ishares Russell Midcap Value E

ETFs
21
+ 0.58%
$135.66 - $140.93 $2.85K - $2.96K
3.67K $517M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
933
+ 1.13%
$92.34 - $95.43 $86.2K - $89K
83.7K $7.88B
DGRO
Ishares Core Dividend Growth E

ETFs
20
+ 0.58%
$66.93 - $69.17 $1.34K - $1.38K
3.46K $240M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
277
+ 4.17%
$46.96 - $49.73 $13K - $13.8K
6.92K $332M
MUB
Ishares National Muni Bond ETF

ETFs
13
+ 0.68%
$106.36 - $107.61 $1.38K - $1.4K
1.92K $206M
Activity Summary
Buys All Purchases 69 New Holdings 4 Increased Positions 65 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Guardian Asset Advisors, LLC Portfolio

Follow Guardian Asset Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Asset Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Asset Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email