Guardian Wealth Advisors, LLC Purchases in Q4 2024

Guardian Wealth Advisors, LLC

  • $1.18 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
1.06M
+ 37.41%
$39.5 - $41.38 $41.9M - $43.9M
3.9M $157M
DRSK
ETF Ser Solutions Aptus Define

ETFs
1.24M
+ 53.5%
$27.43 - $28.44 $34M - $35.3M
3.56M $97.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
52K
+ 189.7%
$521.84 - $558.82 $27.1M - $29M
79.4K $42.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
420K
New
$45.07 - $47.1 $19M - $19.8M
420K $19M
VEA
Vanguard Ftse Developed Market

ETFs
304K
+ 2814.13%
$47.57 - $52.44 $14.4M - $15.9M
314K $15M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
277K
+ 289.9%
$45.72 - $48.37 $12.7M - $13.4M
373K $17.4M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
167K
+ 172.66%
$76.72 - $82.83 $12.8M - $13.9M
264K $20.4M
IVV
Ishares Core S&P 500 ETF

ETFs
21.7K
+ 2768.62%
$570.51 - $610.59 $12.4M - $13.3M
22.5K $13.2M
USFR
Wisdomtree Floating Rate Treas

ETFs
249K
+ 147.66%
$50.23 - $50.46 $12.5M - $12.6M
418K $21M
ITOT
Ishares Core S&P Total U.S. St

ETFs
87.3K
+ 301155.16%
$124.26 - $134.12 $10.9M - $11.7M
87.4K $11.2M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
307K
+ 53312.87%
$32.68 - $36.28 $10M - $11.1M
307K $10M
TSLA
Tesla, Inc.

Consumer Cyclical
18.5K
+ 151.44%
$213.65 - $479.86 $3.94M - $8.86M
30.7K $12.4M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
271K
+ 22.28%
$29.73 - $30.81 $8.06M - $8.36M
1.49M $45.4M
IEMG
Ishares Inc

ETFs
157K
New
N/A
157K $8.41M
EFV
Msci Eafe Value ETF

ETFs
153K
+ 3815775.0%
$51.78 - $57.15 $7.9M - $8.72M
153K $8.01M
EFG
Msci Eafe Growth ETF

ETFs
80K
+ 38101.9%
$96.83 - $106.88 $7.75M - $8.55M
80.2K $7.77M
QUAL
Ishares Msci Usa Quality Facto

ETFs
35.2K
+ 440225.0%
$176.42 - $186.91 $6.21M - $6.58M
35.2K $6.27M
VONG
Vanguard Russell 1000 Growth E

ETFs
47.7K
New
$95.27 - $107.82 $4.54M - $5.14M
47.7K $4.93M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
76.7K
+ 1329.19%
$58.88 - $64.8 $4.52M - $4.97M
82.5K $4.86M
DGRO
Ishares Core Dividend Growth E

ETFs
65.5K
New
$60.73 - $64.94 $3.98M - $4.25M
65.5K $4.02M
NVDA
Nvidia Corp

Technology
13.9K
+ 8.85%
$117.0 - $148.88 $1.63M - $2.07M
171K $23M
JCPB
J P Morgan Exchange Traded Fd

ETFs
97.5K
+ 27.79%
$46.07 - $48.17 $4.49M - $4.7M
449K $20.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.08K
+ 62.71%
$442.29 - $483.08 $3.57M - $3.9M
21K $9.5M
AAPL
Apple Inc.

Technology
7.78K
+ 9.12%
$221.69 - $259.02 $1.72M - $2.01M
93.1K $23.3M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
73.5K
New
$41.17 - $43.34 $3.03M - $3.19M
73.5K $3.04M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
33.9K
+ 4815.63%
$88.59 - $94.57 $3M - $3.21M
34.6K $3.07M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
136K
+ 271.53%
$20.08 - $20.61 $2.73M - $2.81M
186K $3.75M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
147K
+ 9231.36%
$18.28 - $18.87 $2.68M - $2.77M
148K $2.72M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
51.9K
New
$44.87 - $46.86 $2.33M - $2.43M
51.9K $2.33M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
111K
+ 198.39%
$20.6 - $20.71 $2.29M - $2.3M
167K $3.45M
AMZN
Amazon Com Inc

Consumer Cyclical
3.51K
+ 8.8%
$180.88 - $232.93 $635K - $818K
43.4K $9.53M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
24.6K
+ 2464600.0%
$81.68 - $82.93 $2.01M - $2.04M
24.6K $2.02M
VMI
Valmont Industries Inc

Industrials
6.2K
New
$287.0 - $352.14 $1.78M - $2.18M
6.2K $1.9M
GOOG
Alphabet Inc.

Communication Services
7.58K
+ 105.6%
$163.08 - $198.16 $1.24M - $1.5M
14.8K $2.81M
GOOGL
Alphabet Inc.

Communication Services
3.36K
+ 9.76%
$161.86 - $196.66 $544K - $661K
37.8K $7.15M
MSFT
Microsoft Corp

Technology
4K
+ 11.68%
$406.35 - $454.46 $1.63M - $1.82M
38.3K $16.1M
V
Visa Inc.

Financial Services
2.86K
+ 26.54%
$273.87 - $320.91 $784K - $919K
13.7K $4.32M
MBB
Ishares Tr

ETFs
14.6K
+ 363800.0%
$91.26 - $95.82 $1.33M - $1.39M
14.6K $1.33M
JPM
Jpmorgan Chase & CO

Financial Services
2.55K
+ 10.55%
$205.18 - $250.29 $524K - $639K
26.7K $6.41M
MUB
Ishares National Muni Bond ETF

ETFs
12.3K
+ 528.6%
$105.78 - $108.7 $1.3M - $1.34M
14.6K $1.56M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18.4K
+ 193.96%
$61.68 - $67.87 $1.14M - $1.25M
28K $1.74M
CRM
Salesforce, Inc.

Technology
2.84K
+ 155.14%
$270.87 - $367.87 $768K - $1.04M
4.66K $1.56M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
19.5K
New
$51.54 - $52.55 $1.01M - $1.03M
19.5K $1.01M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.55M
+ 198.06%
$22.4 - $68.28 $34.7M - $106M
2.33M $54M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.19K
+ 1218.3%
$113.92 - $127.38 $933K - $1.04M
8.86K $1.02M
WMT
Walmart Inc.

Consumer Defensive
4.45K
+ 8.47%
$79.1 - $95.7 $352K - $426K
57K $5.15M
RDVY
First Trust Rising Dividend Ac

ETFs
15K
+ 3.11%
$58.65 - $64.37 $879K - $965K
497K $29.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
15.2K
New
$55.45 - $61.08 $844K - $929K
15.2K $843K
IEFA
Ishares Tr

ETFs
10.6K
+ 278.54%
$70.06 - $77.43 $743K - $821K
14.4K $1.01M
Activity Summary
Buys All Purchases 360 New Holdings 95 Increased Positions 265 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 1 Puts 0
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