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
SCHK
Schwab Strategic Tr 1000 Index

ETFs
41.9K
+ 113.69%
$27.45 - $55.56 $1.15M - $2.33M
78.8K $2.23M
OILK
Proshares Tr K 1 Free Crude Oi

ETFs
3.43K
+ 15.9%
$41.8 - $46.58 $143K - $160K
25K $1.1M
CSCO
Cisco Systems, Inc.

Technology
1.23K
+ 6.54%
$52.45 - $60.02 $64.6K - $73.9K
20.1K $1.19M
HD
Home Depot, Inc.

Consumer Cyclical
688
+ 12.71%
$385.02 - $431.37 $265K - $297K
6.1K $2.37M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.01K
+ 3401.69%
$87.42 - $98.06 $175K - $197K
2.07K $184K
PGR
Progressive Corp

Financial Services
1.37K
+ 12.72%
$239.6 - $268.88 $328K - $368K
12.1K $2.91M
VTWG
Vanguard Russell 2000 Growth E

ETFs
822
New
$202.91 - $229.76 $167K - $189K
822 $172K
ROP
Roper Technologies Inc

Industrials
604
+ 15.22%
$519.85 - $575.95 $314K - $348K
4.57K $2.38M
VTI
Vanguard Total Stock Market Et

ETFs
113
+ 0.57%
$280.04 - $302.45 $31.6K - $34.2K
19.9K $5.78M
VTWV
Vanguard Russell 2000 Value Et

ETFs
1.13K
New
$143.69 - $159.92 $162K - $180K
1.13K $162K
NFLX
Netflix Inc

Communication Services
31
+ 4.32%
$687.65 - $936.56 $21.3K - $29K
749 $667K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.18K
+ 1075.45%
$131.66 - $144.0 $156K - $170K
1.29K $170K
ROIV
Roivant Sciences Ltd.

Healthcare
12.9K
New
$11.16 - $12.71 $144K - $164K
12.9K $152K
VRIG
Invesco Actively Managed ETF F

ETFs
5.88K
+ 6.82%
$25.06 - $25.2 $147K - $148K
92.1K $2.31M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.04K
+ 7.16%
$50.73 - $51.08 $154K - $155K
45.5K $2.31M
PM
Philip Morris International Inc.

Consumer Defensive
1.21K
+ 40.03%
$118.38 - $133.06 $143K - $161K
4.23K $508K
CVX
Chevron Corp

Energy
1.08K
+ 16.95%
$141.15 - $162.53 $153K - $176K
7.46K $1.08M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.8K
+ 398.38%
$26.93 - $84.95 $292K - $920K
13.5K $370K
BKNG
Booking Holdings Inc.

Consumer Cyclical
18
+ 28.13%
$4100.99 - $5300.34 $73.8K - $95.4K
82 $407K
AAL
American Airlines Group Inc.

Industrials
12.3K
New
N/A
12.3K $136K
VGT
Vanguard Information Technolog

ETFs
168
+ 19.76%
$571.78 - $647.97 $96.1K - $109K
1.02K $632K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.28K
+ 5.15%
$59.74 - $60.03 $136K - $137K
46.6K $2.79M
MCK
Mckesson Corp

Healthcare
20
+ 1.28%
$482.27 - $628.5 $9.65K - $12.6K
1.58K $902K
ABT
Abbott Laboratories

Healthcare
1.19K
+ 20.8%
$111.93 - $119.39 $133K - $142K
6.89K $779K
BA
Boeing CO

Industrials
116
+ 2.68%
$138.14 - $180.72 $16K - $21K
4.44K $786K
COP
Conocophillips

Energy
1.54K
+ 35.38%
$95.12 - $114.72 $147K - $177K
5.91K $585K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
14.6K
New
$8.36 - $8.71 $122K - $127K
14.6K $122K
IYG
Ishares Tr

ETFs
1.5K
New
$70.24 - $82.34 $105K - $124K
1.5K $116K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.14K
+ 2522.22%
$99.04 - $109.59 $112K - $124K
1.18K $117K
KMI
Kinder Morgan, Inc.

Energy
2.04K
+ 18.93%
$22.59 - $28.54 $46.1K - $58.2K
12.8K $351K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10.5K
+ 319.55%
$27.54 - $83.04 $290K - $875K
13.8K $383K
ALL
Allstate Corp

Financial Services
531
+ 40.78%
$181.25 - $208.2 $96.2K - $111K
1.83K $353K
IVE
Ishares S&P 500 Value ETF

ETFs
496
+ 393.65%
$189.5 - $206.17 $94K - $102K
622 $118K
USB
Us Bancorp \De\

Financial Services
1.71K
+ 36.76%
$43.98 - $53.66 $75.2K - $91.8K
6.37K $304K
SYK
Stryker Corp

Healthcare
258
+ 28.48%
$345.14 - $392.15 $89K - $101K
1.16K $419K
MU
Micron Technology Inc

Technology
1.92K
+ 52.3%
$84.16 - $113.41 $162K - $218K
5.6K $471K
LCID
Lucid Group, Inc.

Consumer Cyclical
30K
New
$2.01 - $3.44 $60.3K - $103K
30K $90K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
237
+ 5.72%
$198.04 - $221.51 $46.9K - $52.5K
4.38K $921K
TXN
Texas Instruments Inc

Technology
448
+ 17.33%
N/A
3.03K $590K
AXP
American Express CO

Financial Services
42
+ 1.53%
$267.35 - $305.57 $11.2K - $12.8K
2.8K $829K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.79K
+ 279.72%
$46.69 - $49.2 $83.7K - $88.2K
2.43K $113K
EMR
Emerson Electric CO

Industrials
64
+ 1.25%
$108.13 - $134.33 $6.92K - $8.6K
5.17K $640K
ISRG
Intuitive Surgical Inc

Healthcare
11
+ 0.45%
$471.27 - $550.62 $5.18K - $6.06K
2.44K $1.28M
GILD
Gilead Sciences, Inc.

Healthcare
601
+ 22.89%
$83.95 - $97.9 $50.5K - $58.8K
3.23K $298K
VTV
Vanguard Value ETF

ETFs
573
+ 15.92%
$168.32 - $181.87 $96.4K - $104K
4.17K $706K
PEP
Pepsico Inc

Consumer Defensive
1.16K
+ 21.14%
$151.29 - $176.1 $175K - $204K
6.65K $1.01M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
678
+ 3.11%
$123.69 - $133.68 $83.9K - $90.6K
22.5K $2.81M
CDNS
Cadence Design Systems Inc

Technology
29
+ 1.34%
$249.1 - $324.54 $7.22K - $9.41K
2.2K $661K
BMY
Bristol Myers Squibb CO

Healthcare
946
+ 22.25%
$51.92 - $59.94 $49.1K - $56.7K
5.2K $293K
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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