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
IUSG
Ishares Core S&P U.S Growth Et

ETFs
167
New
$129.96 - $144.97 $21.7K - $24.2K
167 $23K
FNDX
Schwab Fundamental U S Large C

ETFs
924
New
$23.49 - $71.77 $21.7K - $66.3K
924 $21K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
97
New
$201.32 - $217.44 $19.5K - $21.1K
97 $20K
HEFA
Ishares Currency Hedged Msci E

ETFs
597
New
$34.42 - $35.88 $20.5K - $21.4K
597 $20K
VGSH
Vanguard

ETFs
290
New
$58.02 - $58.88 $16.8K - $17.1K
290 $16K
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
FNDA
Schwab Fundamental U S Small C

ETFs
356
New
$29.26 - $59.11 $10.4K - $21K
356 $10K
FNDE
Schwab Fundamental Emerging Mk

ETFs
369
New
$28.89 - $33.95 $10.7K - $12.5K
369 $10K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
188
New
$44.21 - $46.46 $8.31K - $8.73K
188 $8K
KIE
Spdr S&P Insurance ETF

ETFs
100
New
$55.65 - $62.03 $5.57K - $6.2K
100 $5K
FNDC
Schwab Fundamental Intl Small

ETFs
121
New
$33.92 - $38.03 $4.1K - $4.6K
121 $4K
RWO
Spdr Dow Jones Global Real Est

ETFs
106
New
$42.41 - $47.31 $4.5K - $5.01K
106 $4K
SCHP
Schwab Strategic Us Tips ETF

ETFs
138
New
$25.74 - $53.78 $3.55K - $7.42K
138 $3K
HYDB
Ishares Tr Edge High Yield Def

ETFs
78
New
$46.68 - $47.95 $3.64K - $3.74K
78 $3K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
144
New
$23.29 - $23.93 $3.35K - $3.45K
144 $3K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
23
New
$100.24 - $101.35 $2.31K - $2.33K
23 $2K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
101
New
$20.55 - $23.26 $2.08K - $2.35K
101 $2K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
73
New
$26.55 - $27.32 $1.94K - $1.99K
73 $1K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
58
New
$20.98 - $21.19 $1.22K - $1.23K
58 $1K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
36
New
$50.14 - $52.56 $1.81K - $1.89K
36 $1K
ICVT
Ishares Tr Convertible Bond Et

ETFs
15
New
$83.09 - $89.28 $1.25K - $1.34K
15 $1K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
12
New
$22.02 - $46.16 $264 - $554
12 $0
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1
New
N/A
1 $0
EMLP
First Tr Exchange Traded Iv

ETFs
0
New
$33.69 - $38.24 $0 - $0
0 $0
Lam Research Corp
5.38K
New
N/A
5.38K $0
Fidelity Wise Origin Bitcoin
3.87K
New
N/A
3.87K $0
PDN
Invesco Fd Tr

ETFs
5
New
$31.62 - $34.97 $158 - $175
5 $0
Blackrock Inc
892
New
N/A
892 $0
LCTD
Blackrock ETF World Ex Us Carb
289
New
N/A
289 $0
JGRO
J P Morgan Exchange Traded Fd
64
New
N/A
64 $0
Arista Networks Inc
2.25K
New
N/A
2.25K $0
Litman Gregory Fds Tr
8.88K
New
N/A
8.88K $0
Ea Series Trust
3.25K
New
N/A
3.25K $0
Proshares Tr
68.1K
New
N/A
68.1K $0
EWJ
Ishares Msci Japan ETF

ETFs
8
New
$66.18 - $71.84 $529 - $575
8 $0
Ishares Bitcoin Trust ETF
5.54K
New
N/A
5.54K $0
SCHR
Schwab Intermediate Term Us Tr

ETFs
6
New
$24.19 - $50.58 $145 - $303
6 $0
EWX
Spdr S&P Emerging Markets Smal

ETFs
10
New
$58.61 - $64.79 $586 - $648
10 $0
Litman Gregory Fds Tr
25.5K
New
N/A
25.5K $0
EBND
Spdr Bloomberg Emerging Market

ETFs
3
New
$19.53 - $21.1 $58.6 - $63.3
3 $0
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
0
New
$89.81 - $104.0 $0 - $0
0 $0
Litman Gregory Fds Tr
5.41K
New
N/A
5.41K $0
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7
New
$45.17 - $47.23 $316 - $331
7 $0
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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