Guardian Wealth Advisors, LLC Incresed Positions in Q3 2025

Guardian Wealth Advisors, LLC

  • $1.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
101K
+ 2.37%
$41.26 - $43.63 $4.17M - $4.41M
4.37M $190M
VEA
Vanguard Ftse Developed Market

ETFs
193K
+ 55.24%
$56.02 - $60.3 $10.8M - $11.6M
541K $32.4M
DRSK
ETF Ser Solutions Aptus Define

ETFs
358K
+ 9.06%
$28.26 - $29.29 $10.1M - $10.5M
4.31M $124M
NVDA
Nvidia Corp

Technology
15.8K
+ 8.51%
$153.3 - $186.58 $2.42M - $2.94M
201K $37.6M
CGDV
Capital Group Divid Value ETF

ETFs
113K
+ 10.51%
$39.59 - $42.21 $4.46M - $4.76M
1.19M $49.8M
RDVY
First Trust Rising Dividend Ac

ETFs
69.5K
+ 13.0%
$62.38 - $67.29 $4.33M - $4.67M
604K $40.6M
AAPL
Apple Inc.

Technology
484
+ 0.45%
$202.38 - $256.87 $98K - $124K
108K $27.4M
OSCV
Opus Small Cap Value ETF

ETFs
51.6K
+ 3.48%
$35.98 - $38.73 $1.86M - $2M
1.53M $58.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.99K
+ 0.24%
$24.46 - $26.5 $147K - $159K
2.5M $65.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.11K
+ 1.17%
$567.77 - $614.76 $630K - $682K
95.6K $58.5M
TSLA
Tesla, Inc.

Consumer Cyclical
332
+ 1.03%
$293.94 - $444.72 $97.6K - $148K
32.6K $14.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
58.2K
+ 11.41%
$46.37 - $47.77 $2.7M - $2.78M
568K $27M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
4.53K
+ 0.73%
$40.04 - $45.11 $182K - $205K
627K $27.8M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
30.5K
+ 7.47%
$35.42 - $38.65 $1.08M - $1.18M
439K $16.7M
FCNCA
First Citizens Bancshares Inc

Financial Services
1.12K
+ 622.91%
$1789.16 - $2158.23 $1.99M - $2.41M
1.29K $2.32M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
9.29K
+ 3.16%
$81.55 - $85.33 $758K - $793K
303K $25.8M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
33.4K
+ 42.06%
$41.8 - $43.15 $1.4M - $1.44M
113K $4.82M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
6.52K
+ 1.66%
$48.07 - $51.26 $313K - $334K
400K $20.4M
TFC
Truist Financial Corp

Financial Services
30.9K
+ 228.47%
$42.83 - $47.07 $1.32M - $1.45M
44.4K $2.03M
EFV
Msci Eafe Value ETF

ETFs
7.17K
+ 4.36%
$62.79 - $68.42 $450K - $491K
172K $11.6M
CGGR
Capital Group Growth ETF Shs C

ETFs
15.8K
+ 12.07%
$40.2 - $44.58 $637K - $706K
147K $6.46M
MSFT
Microsoft Corp

Technology
378
+ 0.92%
$491.09 - $535.64 $186K - $202K
41.4K $21.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.16K
+ 4.42%
$459.11 - $506.91 $531K - $586K
27.3K $13.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
567
+ 0.64%
$135.0 - $146.02 $76.5K - $82.8K
89.3K $13M
NOW
Service Now, Inc.

Technology
1.19K
+ 114.75%
$850.86 - $1044.69 $1.01M - $1.24M
2.23K $2.05M
JPM
Jpmorgan Chase & CO

Financial Services
146
+ 0.5%
$282.78 - $316.06 $41.3K - $46.1K
29.3K $9.23M
MBB
Ishares Tr

ETFs
7.28K
+ 53.51%
$92.46 - $95.73 $673K - $696K
20.9K $1.99M
VONG
Vanguard Russell 1000 Growth E

ETFs
526
+ 1.04%
$108.08 - $121.73 $56.9K - $64K
50.9K $6.13M
PSLV
Sprott Physical Silver Trust

Financial Services
518
+ 0.29%
$12.24 - $15.73 $6.34K - $8.15K
181K $2.84M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.01K
+ 2.81%
$182.33 - $194.5 $184K - $196K
36.9K $7.18M
XCEM
Columbia ETF Tr Ii

ETFs
4.04K
+ 2.45%
$33.85 - $36.86 $137K - $149K
169K $6.14M
PHYS
Sprott Physical Gold Trust

Financial Services
3.08K
+ 3.21%
$25.02 - $29.62 $77.1K - $91.3K
99.1K $2.94M
PLTR
Palantir Technologies Inc.

Technology
887
+ 12.22%
$130.68 - $186.97 $116K - $166K
8.14K $1.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
85
+ 0.94%
$546.99 - $602.2 $46.5K - $51.2K
9.14K $5.48M
WMT
Walmart Inc.

Consumer Defensive
1.24K
+ 2.02%
$94.4 - $104.27 $117K - $130K
62.7K $6.46M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
4.33K
+ 4.51%
$41.13 - $44.7 $178K - $193K
100K $4.48M
CAT
Caterpillar Inc

Industrials
6
+ 0.14%
$390.92 - $477.15 $2.35K - $2.86K
4.15K $1.98M
VGT
Vanguard Information Technolog

ETFs
251
+ 12.05%
$656.44 - $753.15 $165K - $189K
2.33K $1.74M
JNJ
Johnson & Johnson

Healthcare
125
+ 1.27%
$155.17 - $185.42 $19.4K - $23.2K
10K $1.85M
FTGC
First Trust Global Tactical CO

ETFs
7.33K
+ 6.04%
$24.67 - $26.32 $181K - $193K
129K $3.34M
PWR
Quanta Services, Inc.

Industrials
174
+ 2.38%
$372.29 - $421.68 $64.8K - $73.4K
7.48K $3.1M
DGRO
Ishares Core Dividend Growth E

ETFs
1.06K
+ 1.71%
$64.12 - $68.08 $67.8K - $72K
63K $4.29M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.4K
+ 68.5%
$81.75 - $84.54 $278K - $287K
8.36K $702K
GS
Goldman Sachs Group Inc

Financial Services
62
+ 2.58%
$696.56 - $806.32 $43.2K - $50K
2.47K $1.96M
AMZN
Amazon Com Inc

Consumer Cyclical
1.1K
+ 2.11%
$211.65 - $238.24 $232K - $262K
53.2K $11.7M
VRIG
Invesco Actively Managed ETF F

ETFs
9.07K
+ 9.1%
$25.04 - $25.16 $227K - $228K
109K $2.73M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.77K
+ 7.58%
$59.81 - $60.11 $225K - $227K
53.5K $3.21M
FANG
Diamondback Energy, Inc.

Energy
979
+ 6.55%
$134.53 - $152.5 $132K - $149K
15.9K $2.28M
GE
General Electric CO

Industrials
539
+ 37.15%
$244.75 - $305.63 $132K - $165K
1.99K $598K
Activity Summary
Buys All Purchases 202 New Holdings 24 Increased Positions 178 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 2
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