Guardian Financial Partners, LLC Incresed Positions in Q4 2025

Guardian Financial Partners, LLC

  • $178 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.78K
+ 159.77%
$321.8 - $337.95 $571K - $600K
2.89K $951K
NVDA
Nvidia Corp

Technology
2.19K
+ 21.3%
$179.83 - $207.04 $393K - $453K
12.5K $2.33M
MRVL
Marvell Technology, Inc.

Technology
3.17K
+ 23.99%
$81.05 - $93.74 $257K - $297K
16.4K $1.42M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.75K
+ 1.67%
$25.85 - $27.19 $174K - $183K
412K $10.9M
FNDX
Schwab Fundamental U S Large C

ETFs
6.54K
+ 2.22%
$25.68 - $26.95 $168K - $176K
300K $7.98M
AVGO
Broadcom Inc.

Technology
614
+ 36.18%
$324.63 - $385.98 $199K - $237K
2.31K $791K
LLY
Eli Lilly & CO

Healthcare
84
+ 28.0%
$799.57 - $1025.28 $67.2K - $86.1K
384 $392K
IVE
Ishares S&P 500 Value ETF

ETFs
649
+ 16.23%
$202.52 - $212.07 $131K - $138K
4.65K $974K
IWM
Ishares Russell 2000 ETF

ETFs
652
+ 19.65%
$236.79 - $250.33 $154K - $163K
3.97K $942K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.1K
+ 1.1%
$31.41 - $33.69 $66K - $70.7K
193K $6.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
122
+ 1.64%
$475.68 - $513.11 $58K - $62.6K
7.58K $3.86M
TSLA
Tesla, Inc.

Consumer Cyclical
343
+ 29.44%
$401.99 - $468.37 $138K - $161K
1.51K $616K
EIX
Edison International

Utilities
386
+ 1.8%
$52.12 - $59.08 $20.1K - $22.8K
21.8K $1.28M
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.49K
+ 7.39%
$44.43 - $46.12 $111K - $115K
36.2K $1.63M
GLD
Spdr Gold Trust

ETFs
132
+ 16.0%
$354.79 - $403.15 $46.8K - $53.2K
957 $359K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.86K
+ 4.09%
$27.17 - $28.65 $105K - $111K
98.3K $2.7M
GOOGL
Alphabet Inc.

Communication Services
28
+ 2.46%
$236.57 - $291.31 $6.62K - $8.16K
1.17K $322K
PG
Procter & Gamble CO

Consumer Defensive
445
+ 13.06%
$145.5 - $153.18 $64.7K - $68.2K
3.85K $561K
FNDA
Schwab Fundamental U S Small C

ETFs
2.16K
+ 5.59%
$29.85 - $31.55 $64.4K - $68.1K
40.8K $1.24M
FNDC
Schwab Fundamental Intl Small

ETFs
648
+ 4.13%
$43.41 - $45.12 $28.1K - $29.2K
16.3K $727K
VEA
Vanguard Ftse Developed Market

ETFs
191
+ 1.66%
$59.18 - $62.09 $11.3K - $11.9K
11.7K $715K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
219
+ 1.93%
$52.54 - $55.77 $11.5K - $12.2K
11.5K $633K
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 0.37%
$656.2 - $690.71 $3.94K - $4.14K
1.62K $1.09M
JPM
Jpmorgan Chase & CO

Financial Services
86
+ 6.47%
$294.11 - $320.41 $25.3K - $27.6K
1.42K $425K
DIS
Walt Disney CO

Communication Services
159
+ 9.06%
$105.69 - $116.65 $16.8K - $18.5K
1.91K $202K
SCHO
Schwab Short Term Us Treasury

ETFs
115
+ 0.27%
$24.31 - $24.46 $2.8K - $2.81K
42.1K $1.03M
SCHP
Schwab Strategic Us Tips ETF

ETFs
67
+ 0.48%
$26.75 - $27.15 $1.79K - $1.82K
13.9K $372K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.05K
+ 1.61%
$20.85 - $21.86 $42.7K - $44.7K
129K $2.74M
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 0.97%
$910.94 - $954.99 $15.5K - $16.2K
1.76K $1.61M
VO
Vanguard Mid Cap ETF

ETFs
24
+ 0.75%
$286.27 - $296.23 $6.87K - $7.11K
3.24K $929K
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 0.37%
$358.03 - $397.02 $3.94K - $4.37K
2.99K $1.07M
Activity Summary
Buys All Purchases 41 New Holdings 9 Increased Positions 32 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 2 Puts 0
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