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
Litman Gregory Fds Tr
8.88K
New
N/A
8.88K $0
Linde PLC
28
+ 2.73%
N/A
1.05K $0
SCHR
Schwab Intermediate Term Us Tr

ETFs
6
New
$24.19 - $50.58 $145 - $303
6 $0
Lam Research Corp
5.38K
New
N/A
5.38K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
23
+ 1.06%
N/A
2.2K $0
AIG
American International Group, Inc.

Financial Services
19
+ 0.52%
$70.0 - $79.22 $1.33K - $1.51K
3.65K $265K
VLO
Valero Energy Corp

Energy
173
+ 9.58%
$118.59 - $144.02 $20.5K - $24.9K
1.98K $242K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
334
+ 8.35%
$26.63 - $30.23 $8.89K - $10.1K
4.33K $115K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
8
+ 1.26%
$21.43 - $22.55 $171 - $180
641 $13K
XLV
Select Sector Spdr Fund Health

ETFs
26
+ 5.15%
$136.28 - $154.74 $3.54K - $4.02K
531 $73K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
175
+ 1.41%
$69.58 - $74.87 $12.2K - $13.1K
12.6K $879K
IXUS
Ishares Tr

ETFs
580
+ 7.61%
$65.95 - $72.56 $38.3K - $42.1K
8.2K $542K
MRK
Merck & Co., Inc.

Healthcare
1.05K
+ 12.75%
$96.31 - $114.76 $101K - $121K
9.3K $925K
SNPS
Synopsys Inc

Technology
9
+ 1.14%
$485.36 - $588.0 $4.37K - $5.29K
801 $388K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
25
+ 1.43%
$209.89 - $233.24 $5.25K - $5.83K
1.77K $375K
DUK
Duke Energy Corp

Utilities
412
+ 5.09%
$105.76 - $120.76 $43.6K - $49.8K
8.5K $915K
RTX
Raytheon Technologies Corp

Industrials
82
+ 1.67%
$114.45 - $127.21 $9.38K - $10.4K
4.98K $576K
AEP
American Electric Power CO Inc

Utilities
115
+ 4.11%
$90.91 - $102.21 $10.5K - $11.8K
2.91K $268K
ABBV
Abb Vie Inc.

Healthcare
761
+ 9.76%
$164.99 - $203.87 $126K - $155K
8.56K $1.52M
UPS
United Parcel Service Inc

Industrials
16
+ 0.71%
$122.65 - $138.35 $1.96K - $2.21K
2.26K $285K
SBUX
Starbucks Corp

Consumer Cyclical
123
+ 2.34%
$87.44 - $102.5 $10.8K - $12.6K
5.39K $491K
XOM
Exxon Mobil Corp

Energy
1.19K
+ 7.54%
$105.51 - $125.37 $125K - $149K
16.9K $1.82M
UNH
Unitedhealth Group Inc

Healthcare
938
+ 14.8%
$485.52 - $625.25 $455K - $586K
7.28K $3.68M
DVY
Ishares Tr

ETFs
61
+ 0.7%
$129.55 - $143.41 $7.9K - $8.75K
8.82K $1.16M
TGT
Target Corp

Consumer Defensive
375
+ 10.08%
$121.59 - $160.69 $45.6K - $60.3K
4.1K $553K
PG
Procter & Gamble CO

Consumer Defensive
373
+ 2.29%
$161.05 - $179.7 $60.1K - $67K
16.7K $2.8M
GD
General Dynamics Corp

Industrials
20
+ 2.39%
$260.28 - $314.03 $5.21K - $6.28K
856 $225K
LHX
L3 Harris Technologies, Inc.

Industrials
18
+ 1.58%
$208.94 - $264.22 $3.76K - $4.76K
1.16K $243K
AFL
Aflac Inc

Financial Services
28
+ 0.72%
$100.37 - $115.27 $2.81K - $3.23K
3.94K $407K
LMT
Lockheed Martin Corp

Industrials
179
+ 15.07%
$479.66 - $614.62 $85.9K - $110K
1.37K $664K
MPC
Marathon Petroleum Corp

Energy
138
+ 6.57%
$131.65 - $174.84 $18.2K - $24.1K
2.24K $312K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.73K
+ 94.79%
$18.41 - $40.87 $105K - $234K
11.8K $217K
BND
Vanguard Bd Index Fd Inc Total

ETFs
77
+ 0.66%
$71.75 - $75.11 $5.52K - $5.78K
11.8K $850K
SO
Southern CO

Utilities
686
+ 5.56%
$81.5 - $94.15 $55.9K - $64.6K
13K $1.07M
MDLZ
Mondelez International, Inc.

Consumer Defensive
492
+ 8.9%
$59.25 - $72.99 $29.2K - $35.9K
6.02K $359K
NEE
Nextera Energy Inc

Utilities
1.21K
+ 11.44%
$69.77 - $85.43 $84.5K - $103K
11.8K $845K
CI
Cigna Corp

Healthcare
29
+ 3.44%
$265.59 - $358.58 $7.7K - $10.4K
871 $240K
URI
United Rentals, Inc.

Industrials
5
+ 0.94%
$704.44 - $880.32 $3.52K - $4.4K
539 $379K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
17
+ 1.63%
$396.64 - $516.74 $6.74K - $8.78K
1.06K $427K
IEV
Ishares Tr Europe ETF

ETFs
76
+ 0.74%
$52.03 - $57.63 $3.95K - $4.38K
10.4K $540K
NUE
Nucor Corp

Basic Materials
46
+ 2.28%
$115.78 - $167.74 $5.33K - $7.72K
2.07K $241K
CDW
Cdw Corp

Technology
11
+ 0.88%
$171.49 - $225.64 $1.89K - $2.48K
1.26K $219K
ELV
Elevance Health, Inc.

Healthcare
52
+ 7.75%
$365.96 - $514.62 $19K - $26.8K
723 $267K
DHR
Danaher Corp

Healthcare
47
+ 2.45%
$226.16 - $274.52 $10.6K - $12.9K
1.96K $450K
ADBE
Adobe Inc.

Technology
76
+ 4.76%
$437.39 - $552.96 $33.2K - $42K
1.67K $743K
AMGN
Amgen Inc

Healthcare
54
+ 3.34%
$258.78 - $328.31 $14K - $17.7K
1.67K $435K
LOW
Lowes Companies Inc

Consumer Cyclical
144
+ 2.87%
$244.52 - $284.07 $35.2K - $40.9K
5.16K $1.27M
DHI
Horton D R Inc

Consumer Cyclical
19
+ 1.07%
$137.24 - $194.56 $2.61K - $3.7K
1.8K $251K
PFE
Pfizer Inc

Healthcare
176
+ 0.44%
$24.8 - $30.19 $4.36K - $5.31K
40.2K $1.07M
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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