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
ACN
Accenture PLC

Technology
208
+ 7.21%
$343.9 - $376.86 $71.5K - $78.4K
3.09K $1.09M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
745
+ 85.63%
$96.64 - $101.23 $72K - $75.4K
1.62K $156K
HON
Honeywell International Inc

Industrials
110
+ 4.98%
$202.84 - $236.0 $22.3K - $26K
2.32K $523K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.04K
New
$62.07 - $66.61 $64.7K - $69.5K
1.04K $66K
ADP
Automatic Data Processing Inc

Industrials
163
+ 14.59%
$280.08 - $307.97 $45.7K - $50.2K
1.28K $374K
OEF
Ishares S&P 100 ETF

ETFs
241
+ 634.21%
N/A
279 $74K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
900
+ 9.69%
$53.94 - $58.15 $48.5K - $52.3K
10.2K $574K
CMCSA
Comcast Corp

Communication Services
2.42K
+ 36.79%
$37.39 - $45.14 $90.5K - $109K
9K $337K
VUG
Vanguard Growth ETF

ETFs
11
+ 0.49%
$378.79 - $428.11 $4.17K - $4.71K
2.25K $921K
BNDX
Vanguard Total International B

ETFs
1.4K
+ 26.87%
$48.91 - $50.61 $68.4K - $70.8K
6.6K $323K
MO
Altria Group, Inc.

Consumer Defensive
1.04K
+ 26.24%
$49.06 - $57.74 $51.2K - $60.2K
5.02K $262K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
880
+ 10.59%
$77.86 - $79.27 $68.5K - $69.8K
9.19K $716K
IBM
International Business Machines Corp

Technology
267
+ 17.06%
$204.9 - $238.04 $54.7K - $63.6K
1.83K $402K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.49K
New
$22.65 - $23.8 $56.3K - $59.1K
2.49K $56K
CPHC
Canterbury Park Holding Corp

Consumer Cyclical
153
+ 0.36%
$18.47 - $22.4 $2.83K - $3.43K
42.7K $876K
IXN
Ishares Global Information Tec

ETFs
486
+ 9.79%
$80.67 - $87.84 $39.2K - $42.7K
5.45K $461K
TRV
Travelers Companies, Inc.

Financial Services
139
+ 5.1%
$225.97 - $266.66 $31.4K - $37.1K
2.86K $689K
DAL
Delta Air Lines, Inc.

Industrials
47
+ 0.99%
$47.46 - $65.77 $2.23K - $3.09K
4.81K $291K
PAYX
Paychex Inc

Industrials
262
+ 13.32%
$135.86 - $148.73 $35.6K - $39K
2.23K $312K
DSI
Ishares Msci Kld 400 Social Et

ETFs
433
+ 74.66%
$107.41 - $115.71 $46.5K - $50.1K
1.01K $111K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.73K
+ 5.08%
$19.38 - $19.58 $52.9K - $53.5K
56.6K $1.1M
MCD
Mcdonalds Corp

Consumer Cyclical
332
+ 9.25%
$288.47 - $316.54 $95.8K - $105K
3.92K $1.14M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.71K
+ 1.48%
$50.37 - $50.6 $86K - $86.4K
117K $5.88M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
750
New
$55.86 - $60.21 $41.9K - $45.2K
750 $42K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.72K
+ 5.2%
$19.42 - $19.76 $52.8K - $53.7K
55K $1.07M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.25K
New
$33.39 - $37.66 $41.8K - $47.2K
1.25K $41K
IWV
Ishares Russell 3000 ETF

ETFs
14
+ 0.29%
$323.08 - $349.08 $4.52K - $4.89K
4.78K $1.6M
RIG
Transocean Ltd.

Energy
10.7K
New
$3.47 - $4.67 $37K - $49.7K
10.7K $39K
SPYG
Spdr Portfolio

ETFs
408
+ 137.84%
$81.74 - $91.38 $33.3K - $37.3K
704 $61K
ASML
Asml Holding Nv

Technology
114
+ 36.31%
$658.43 - $872.27 $75.1K - $99.4K
428 $296K
AMP
Ameriprise Financial Inc

Financial Services
8
+ 1.68%
$473.15 - $574.01 $3.79K - $4.59K
485 $258K
IWD
Ishares Russell 1000 Val ETF

ETFs
354
+ 5.14%
$183.23 - $199.79 $64.9K - $70.7K
7.24K $1.34M
CME
Cme Group Inc.

Financial Services
88
+ 7.3%
$221.17 - $246.02 $19.5K - $21.6K
1.29K $300K
C
Citigroup Inc

Financial Services
86
+ 2.39%
$61.31 - $72.5 $5.27K - $6.24K
3.68K $258K
IWC
Russell Micro Cap ETF

ETFs
228
+ 55.34%
$120.3 - $138.84 $27.4K - $31.7K
640 $83K
BSX
Boston Scientific Corp

Healthcare
205
+ 8.57%
$83.62 - $91.5 $17.1K - $18.8K
2.6K $232K
PNC
Pnc Financial Services Group, Inc.

Financial Services
80
+ 3.74%
$178.39 - $215.0 $14.3K - $17.2K
2.22K $427K
TJX
Tjx Companies Inc

Consumer Cyclical
186
+ 7.47%
$112.15 - $127.2 $20.9K - $23.7K
2.68K $323K
JNJ
Johnson & Johnson

Healthcare
1.28K
+ 14.44%
$143.34 - $165.86 $183K - $211K
10.1K $1.46M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
761
+ 6.05%
$33.92 - $36.6 $25.8K - $27.9K
13.3K $461K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
859
New
$34.13 - $37.35 $29.3K - $32.1K
859 $29K
TLT
Ishares Barclays 20+ Year Trea

ETFs
370
+ 92.04%
$87.1 - $98.49 $32.2K - $36.4K
772 $67K
FNB
Fnb Corp

Financial Services
84
+ 0.21%
$13.56 - $17.29 $1.14K - $1.45K
39.9K $589K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.15K
+ 269.65%
$23.25 - $23.56 $26.6K - $27K
1.57K $36K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.16K
+ 268.75%
$23.02 - $23.23 $26.7K - $27K
1.59K $36K
LRGF
Ishares Tr

ETFs
452
New
$58.25 - $63.26 $26.3K - $28.6K
452 $27K
PYPL
Pay Pal Holdings, Inc.

Financial Services
91
+ 3.52%
$77.25 - $91.3 $7.03K - $8.31K
2.67K $228K
SUB
Ishares Short Term National Mu

ETFs
252
New
$104.94 - $106.2 $26.4K - $26.8K
252 $26K
T
At&T Inc.

Communication Services
513
+ 2.97%
$21.22 - $23.88 $10.9K - $12.3K
17.8K $405K
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
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth 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 Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email