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
UNP
Union Pacific Corp

Industrials
2.93K
+ 284.11%
$223.15 - $249.32 $654K - $731K
3.96K $903K
ORCL
Oracle Corp

Technology
3.92K
+ 59.55%
$165.41 - $192.43 $648K - $753K
10.5K $1.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
821
+ 11.36%
$481.22 - $538.17 $395K - $442K
8.05K $4.11M
IGRO
Ishares Tr International Divid

ETFs
8.21K
New
$67.76 - $74.48 $557K - $612K
8.21K $558K
BR
Broadridge Financial Solutions, Inc.

Technology
1.82K
+ 16.51%
$209.64 - $236.44 $380K - $429K
12.8K $2.9M
SCHO
Schwab Short Term Us Treasury

ETFs
22K
New
$24.06 - $48.88 $529K - $1.07M
22K $528K
CPRT
Copart Inc

Consumer Cyclical
5.38K
+ 13.06%
$51.36 - $63.8 $277K - $343K
46.6K $2.67M
FANG
Diamondback Energy, Inc.

Energy
3.37K
+ 34.34%
$153.06 - $199.5 $516K - $673K
13.2K $2.16M
CGGR
Capital Group Growth ETF Shs C

ETFs
6.61K
+ 8.88%
$34.49 - $39.24 $228K - $259K
81K $3.01M
CSQ
Calamos Strategic Total Return Fund

Financial Services
23.3K
New
$17.14 - $18.44 $400K - $430K
23.3K $413K
PWR
Quanta Services, Inc.

Industrials
889
+ 15.39%
$296.05 - $346.6 $263K - $308K
6.67K $2.11M
PLTR
Palantir Technologies Inc.

Technology
5.07K
New
$36.46 - $82.38 $185K - $418K
5.07K $383K
VB
Vanguard Small Cap ETF

ETFs
1.46K
+ 23.62%
$233.76 - $261.58 $341K - $382K
7.64K $1.83M
META
Meta Platforms, Inc.

Communication Services
493
+ 12.02%
$554.08 - $632.68 $273K - $312K
4.59K $2.71M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.07K
New
$57.78 - $60.4 $351K - $367K
6.07K $351K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.67K
New
$124.61 - $133.96 $332K - $357K
2.67K $343K
VONE
Vanguard Russell 1000 ETF

ETFs
1.22K
New
$257.18 - $277.76 $313K - $338K
1.22K $324K
DE
Deere & CO

Industrials
766
New
$389.45 - $466.0 $298K - $357K
766 $324K
SPY
Spdr S&P 500 ETF Trust

ETFs
103
+ 0.48%
$567.81 - $607.81 $58.5K - $62.6K
21.7K $12.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.07K
+ 349.71%
$94.43 - $105.47 $290K - $323K
3.94K $400K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.59K
New
$172.07 - $207.36 $273K - $329K
1.59K $313K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.62K
+ 22.55%
N/A
19.7K $1.69M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.74K
New
$49.03 - $53.35 $281K - $306K
5.74K $294K
IYW
Ishares Dj Us Tech ETF

ETFs
1.81K
New
$148.14 - $166.23 $267K - $300K
1.81K $287K
MKL
Markel Corp

Financial Services
150
+ 108.7%
$1542.01 - $1785.11 $231K - $268K
288 $497K
NOW
Service Now, Inc.

Technology
263
New
$867.18 - $1148.42 $228K - $302K
263 $278K
MA
Mastercard Inc

Financial Services
396
+ 20.99%
$491.3 - $536.15 $195K - $212K
2.28K $1.2M
COST
Costco Wholesale Corp

Consumer Defensive
227
+ 10.91%
$873.59 - $994.69 $198K - $226K
2.31K $2.11M
FTGC
First Trust Global Tactical CO

ETFs
10K
+ 8.91%
$23.23 - $24.25 $233K - $243K
123K $2.94M
MS
Morgan Stanley

Financial Services
2.06K
New
$104.42 - $134.99 $215K - $278K
2.06K $259K
TMUS
T Mobile Us, Inc.

Communication Services
1.14K
New
$206.1 - $246.94 $235K - $282K
1.14K $252K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
2K
New
$104.54 - $137.94 $209K - $276K
2K $243K
BAC
Bank Of America Corp

Financial Services
1.4K
+ 3.29%
$39.22 - $47.77 $54.8K - $66.7K
43.8K $1.93M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
3.54K
New
$66.67 - $74.08 $236K - $262K
3.54K $240K
GM
General Motors CO

Consumer Cyclical
4.47K
New
$44.82 - $60.2 $200K - $269K
4.47K $238K
CRWD
Crowd Strike Holdings, Inc.

Technology
680
New
$275.15 - $388.2 $187K - $264K
680 $232K
SCHW
Schwab Charles Corp

Financial Services
3.13K
New
$63.31 - $82.85 $198K - $260K
3.13K $231K
CAT
Caterpillar Inc

Industrials
796
+ 39.41%
$360.37 - $416.88 $287K - $332K
2.82K $1.02M
CHE
Chemed Corp

Healthcare
829
+ 26.19%
$517.44 - $613.19 $429K - $508K
3.99K $2.12M
MSI
Motorola Solutions, Inc.

Technology
453
New
$449.08 - $504.6 $203K - $229K
453 $209K
SHOP
Shopify Inc.

Technology
984
+ 25.13%
$78.14 - $119.49 $76.9K - $118K
4.9K $520K
NVO
Novo Nordisk A S

Healthcare
2.4K
New
$85.0 - $120.04 $204K - $289K
2.4K $206K
SPGI
S&P Global Inc.

Financial Services
414
New
$480.36 - $529.17 $199K - $219K
414 $206K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.04K
+ 56493.75%
$22.63 - $47.53 $205K - $430K
9.06K $205K
DIS
Walt Disney CO

Communication Services
1.05K
+ 18.36%
$92.39 - $117.6 $97.2K - $124K
6.78K $755K
ITW
Illinois Tool Works Inc

Industrials
802
New
$253.56 - $278.5 $203K - $223K
802 $203K
EME
Emcor Group, Inc.

Industrials
445
New
$427.96 - $526.95 $190K - $234K
445 $201K
FISV
Fiserv Inc

Technology
1.61K
+ 114.95%
N/A
3.01K $376K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.14K
New
$38.37 - $42.82 $197K - $220K
5.14K $197K
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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