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
IUSG
Ishares Core S&P U.S Growth Et

ETFs
167
New
$129.96 - $144.97 $21.7K - $24.2K
167 $23K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.25%
$370.24 - $418.94 $740 - $838
810 $325K
CTAS
Cintas Corp

Industrials
398
+ 18.32%
$182.7 - $226.47 $72.7K - $90.1K
2.57K $469K
GLD
Spdr Gold Trust

ETFs
97
+ 4.95%
$236.59 - $257.5 $22.9K - $25K
2.06K $497K
MET
Metlife Inc

Financial Services
304
+ 4.53%
$78.15 - $88.25 $23.8K - $26.8K
7.02K $574K
FNDX
Schwab Fundamental U S Large C

ETFs
924
New
$23.49 - $71.77 $21.7K - $66.3K
924 $21K
HEFA
Ishares Currency Hedged Msci E

ETFs
597
New
$34.42 - $35.88 $20.5K - $21.4K
597 $20K
CB
Chubb LTD

Financial Services
113
+ 12.05%
$271.57 - $301.89 $30.7K - $34.1K
1.05K $290K
IXC
Ishares Tr Global Energy ETF

ETFs
1.44K
+ 9.52%
$36.95 - $43.06 $53.1K - $61.9K
16.5K $631K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
97
New
$201.32 - $217.44 $19.5K - $21.1K
97 $20K
CGCP
Capital Group Core Plus Income

ETFs
1K
+ 29.85%
$22.13 - $23.17 $22.1K - $23.2K
4.35K $96K
MTB
M&T Bank Corp

Financial Services
24
+ 1.89%
$172.48 - $221.95 $4.14K - $5.33K
1.3K $243K
VGSH
Vanguard

ETFs
290
New
$58.02 - $58.88 $16.8K - $17.1K
290 $16K
TFLO
Ishares Treasury Floating Rate

ETFs
309
+ 3.08%
$50.37 - $50.63 $15.6K - $15.6K
10.3K $522K
PPA
Invesco Exchange Traded Fd Tr

ETFs
145
+ 0.96%
$113.79 - $124.5 $16.5K - $18.1K
15.2K $1.74M
IWM
Ishares Russell 2000 ETF

ETFs
59
+ 11.94%
$216.13 - $242.4 $12.8K - $14.3K
553 $122K
INTU
Intuit Inc

Technology
17
+ 4.83%
$602.01 - $706.25 $10.2K - $12K
369 $231K
APD
Air Products & Chemicals, Inc.

Basic Materials
74
+ 6.5%
$285.5 - $335.62 $21.1K - $24.8K
1.21K $351K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.53K
+ 104.83%
$25.33 - $51.16 $241K - $488K
18.6K $481K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
471
New
$24.61 - $25.12 $11.6K - $11.8K
471 $11K
DFAX
Dimensional ETF Tr
460
New
$24.76 - $27.04 $11.4K - $12.4K
460 $11K
WRB
Berkley W R Corp

Financial Services
54
+ 1.45%
$56.48 - $64.94 $3.05K - $3.51K
3.78K $221K
XLK
Technology Sector Spdr

ETFs
39
+ 90.7%
$220.26 - $241.44 $8.59K - $9.42K
82 $19K
FNDE
Schwab Fundamental Emerging Mk

ETFs
369
New
$28.89 - $33.95 $10.7K - $12.5K
369 $10K
FNDA
Schwab Fundamental U S Small C

ETFs
356
New
$29.26 - $59.11 $10.4K - $21K
356 $10K
EEM
Ishares Msci Emerging Markets

ETFs
252
+ 1050.0%
$41.82 - $47.36 $10.5K - $11.9K
276 $11K
IWS
Ishares Russell Midcap Value E

ETFs
79
+ 31.6%
$128.08 - $140.32 $10.1K - $11.1K
329 $42K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
382
+ 707.41%
$22.39 - $23.45 $8.55K - $8.96K
436 $10K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.5K
+ 302.77%
$25.93 - $105.3 $90.7K - $368K
4.65K $129K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
188
New
$44.21 - $46.46 $8.31K - $8.73K
188 $8K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
17
+ 0.58%
$71.55 - $82.8 $1.22K - $1.41K
2.97K $222K
MDT
Medtronic PLC

Healthcare
453
+ 15.52%
$79.61 - $92.24 $36.1K - $41.8K
3.37K $269K
VONV
Vanguard Russell 1000 Value Et

ETFs
81
New
$80.87 - $87.69 $6.55K - $7.1K
81 $6K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.44K
+ 201.53%
$22.01 - $66.82 $142K - $430K
9.63K $218K
ZTS
Zoetis Inc.

Healthcare
246
+ 23.77%
$162.24 - $194.42 $39.9K - $47.8K
1.28K $208K
IBB
Ishares Biotechnology ETF

ETFs
74
+ 24.83%
$131.21 - $148.85 $9.71K - $11K
372 $49K
AJG
Arthur J. Gallagher & Co.

Financial Services
13
+ 1.48%
$278.49 - $315.16 $3.62K - $4.1K
890 $252K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
116
+ 0.86%
$91.29 - $91.8 $10.6K - $10.6K
13.6K $1.25M
KIE
Spdr S&P Insurance ETF

ETFs
100
New
$55.65 - $62.03 $5.57K - $6.2K
100 $5K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
305
+ 24.54%
$19.99 - $20.7 $6.1K - $6.31K
1.55K $30K
VPU
Vanguard Utilities ETF

ETFs
36
+ 32.43%
$160.52 - $179.11 $5.78K - $6.45K
147 $24K
PHM
Pultegroup Inc

Consumer Cyclical
530
+ 33.69%
$108.86 - $149.04 $57.7K - $79K
2.1K $229K
SCHC
Schwab Strategic Tr Intl Small

ETFs
123
+ 186.36%
$33.93 - $38.37 $4.17K - $4.72K
189 $6K
IJK
Ishares S&P Midcap 400 Growth

ETFs
46
+ 16.67%
$90.66 - $99.46 $4.17K - $4.58K
322 $29K
RWO
Spdr Dow Jones Global Real Est

ETFs
106
New
$42.41 - $47.31 $4.5K - $5.01K
106 $4K
FNDC
Schwab Fundamental Intl Small

ETFs
121
New
$33.92 - $38.03 $4.1K - $4.6K
121 $4K
VAW
Vanguard Materials ETF

ETFs
30
+ 42.86%
$186.91 - $215.32 $5.61K - $6.46K
100 $18K
VZ
Verizon Communications Inc

Communication Services
1.45K
+ 13.23%
$39.6 - $45.21 $57.5K - $65.6K
12.4K $497K
WM
Waste Management Inc

Industrials
122
+ 3.48%
$201.79 - $228.46 $24.6K - $27.9K
3.63K $732K
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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