Guardian Wealth Advisors, LLC New Holdings in Q4 2024

Guardian Wealth Advisors, LLC

  • $1.18 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
420K
New
$45.07 - $47.1 $19M - $19.8M
420K $19M
IEMG
Ishares Inc

ETFs
157K
New
N/A
157K $8.41M
VONG
Vanguard Russell 1000 Growth E

ETFs
47.7K
New
$95.27 - $107.82 $4.54M - $5.14M
47.7K $4.93M
DGRO
Ishares Core Dividend Growth E

ETFs
65.5K
New
$60.73 - $64.94 $3.98M - $4.25M
65.5K $4.02M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
73.5K
New
$41.17 - $43.34 $3.03M - $3.19M
73.5K $3.04M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
51.9K
New
$44.87 - $46.86 $2.33M - $2.43M
51.9K $2.33M
VMI
Valmont Industries Inc

Industrials
6.2K
New
$287.0 - $352.14 $1.78M - $2.18M
6.2K $1.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
19.5K
New
$51.54 - $52.55 $1.01M - $1.03M
19.5K $1.01M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
15.2K
New
$55.45 - $61.08 $844K - $929K
15.2K $843K
IGRO
Ishares Tr International Divid

ETFs
8.21K
New
$67.76 - $74.48 $557K - $612K
8.21K $558K
CSQ
Calamos Strategic Total Return Fund

Financial Services
23.3K
New
$17.14 - $18.44 $400K - $430K
23.3K $413K
PLTR
Palantir Technologies Inc.

Technology
5.07K
New
$36.46 - $82.38 $185K - $418K
5.07K $383K
VGIT
Vanguard Intermediate Term Tre

ETFs
6.07K
New
$57.78 - $60.4 $351K - $367K
6.07K $351K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.67K
New
$124.61 - $133.96 $332K - $357K
2.67K $343K
DE
Deere & CO

Industrials
766
New
$389.45 - $466.0 $298K - $357K
766 $324K
VONE
Vanguard Russell 1000 ETF

ETFs
1.22K
New
$257.18 - $277.76 $313K - $338K
1.22K $324K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.59K
New
$172.07 - $207.36 $273K - $329K
1.59K $313K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.74K
New
$49.03 - $53.35 $281K - $306K
5.74K $294K
IYW
Ishares Dj Us Tech ETF

ETFs
1.81K
New
$148.14 - $166.23 $267K - $300K
1.81K $287K
NOW
Service Now, Inc.

Technology
263
New
$867.18 - $1148.42 $228K - $302K
263 $278K
MS
Morgan Stanley

Financial Services
2.06K
New
$104.42 - $134.99 $215K - $278K
2.06K $259K
TMUS
T Mobile Us, Inc.

Communication Services
1.14K
New
$206.1 - $246.94 $235K - $282K
1.14K $252K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
2K
New
$104.54 - $137.94 $209K - $276K
2K $243K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
3.54K
New
$66.67 - $74.08 $236K - $262K
3.54K $240K
GM
General Motors CO

Consumer Cyclical
4.47K
New
$44.82 - $60.2 $200K - $269K
4.47K $238K
CRWD
Crowd Strike Holdings, Inc.

Technology
680
New
$275.15 - $388.2 $187K - $264K
680 $232K
SCHW
Schwab Charles Corp

Financial Services
3.13K
New
$63.31 - $82.85 $198K - $260K
3.13K $231K
MSI
Motorola Solutions, Inc.

Technology
453
New
$449.08 - $504.6 $203K - $229K
453 $209K
NVO
Novo Nordisk A S

Healthcare
2.4K
New
$85.0 - $120.04 $204K - $289K
2.4K $206K
SPGI
S&P Global Inc.

Financial Services
414
New
$480.36 - $529.17 $199K - $219K
414 $206K
ITW
Illinois Tool Works Inc

Industrials
802
New
$253.56 - $278.5 $203K - $223K
802 $203K
EME
Emcor Group, Inc.

Industrials
445
New
$427.96 - $526.95 $190K - $234K
445 $201K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.14K
New
$38.37 - $42.82 $197K - $220K
5.14K $197K
VTWG
Vanguard Russell 2000 Growth E

ETFs
822
New
$202.91 - $229.76 $167K - $189K
822 $172K
VTWV
Vanguard Russell 2000 Value Et

ETFs
1.13K
New
$143.69 - $159.92 $162K - $180K
1.13K $162K
ROIV
Roivant Sciences Ltd.

Healthcare
12.9K
New
$11.16 - $12.71 $144K - $164K
12.9K $152K
AAL
American Airlines Group Inc.

Industrials
12.3K
New
N/A
12.3K $136K
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
LCID
Lucid Group, Inc.

Consumer Cyclical
30K
New
$2.01 - $3.44 $60.3K - $103K
30K $90K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.04K
New
$62.07 - $66.61 $64.7K - $69.5K
1.04K $66K
EFA
Ishares Tr Msci Eafe ETF

ETFs
831
New
$75.1 - $82.99 $62.4K - $69K
831 $62K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.49K
New
$22.65 - $23.8 $56.3K - $59.1K
2.49K $56K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
750
New
$55.86 - $60.21 $41.9K - $45.2K
750 $42K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.25K
New
$33.39 - $37.66 $41.8K - $47.2K
1.25K $41K
RIG
Transocean Ltd.

Energy
10.7K
New
$3.47 - $4.67 $37K - $49.7K
10.7K $39K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
859
New
$34.13 - $37.35 $29.3K - $32.1K
859 $29K
LRGF
Ishares Tr

ETFs
452
New
$58.25 - $63.26 $26.3K - $28.6K
452 $27K
SUB
Ishares Short Term National Mu

ETFs
252
New
$104.94 - $106.2 $26.4K - $26.8K
252 $26K
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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