Guardian Wealth Advisors, LLC Reduced Holdings in Q3 2025

Guardian Wealth Advisors, LLC

  • $1.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-298K
- 95.53%
$45.6 - $46.92 $13.6M - $14M
14K $652K
EFG
Msci Eafe Growth ETF

ETFs
-83.2K
- 93.12%
$106.99 - $114.46 $8.91M - $9.53M
6.15K $699K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-124K
- 68.37%
$20.41 - $20.67 $2.53M - $2.57M
57.4K $1.18M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-139K
- 8.6%
$31.79 - $33.42 $4.41M - $4.64M
1.48M $49.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-30.7K
- 12.85%
$55.61 - $57.37 $1.71M - $1.76M
208K $11.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-33.4K
- 26.34%
$50.47 - $50.74 $1.69M - $1.7M
93.5K $4.74M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-15K
- 50.77%
$55.15 - $58.11 $826K - $870K
14.5K $834K
IBM
International Business Machines Corp

Technology
-2.07K
- 52.47%
$234.77 - $292.47 $487K - $606K
1.88K $529K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2.59K
- 20.65%
$339.37 - $366.46 $877K - $947K
9.93K $3.63M
PG
Procter & Gamble CO

Consumer Defensive
-1.06K
- 6.05%
$150.47 - $161.22 $160K - $171K
16.5K $2.53M
EDOW
First Tr Exchange Traded Fd

ETFs
-9.29K
- 9.87%
$37.96 - $39.95 $353K - $371K
84.8K $3.39M
CRM
Salesforce, Inc.

Technology
-220
- 4.79%
$231.66 - $273.65 $51K - $60.2K
4.38K $1.04M
IEMG
Ishares Inc

ETFs
-3.62K
- 20.44%
N/A
14.1K $755K
PM
Philip Morris International Inc.

Consumer Defensive
-579
- 12.73%
$157.77 - $183.27 $91.3K - $106K
3.97K $643K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-771
- 9.46%
$435.72 - $463.74 $336K - $358K
7.38K $3.42M
DIS
Walt Disney CO

Communication Services
-325
- 2.32%
$112.25 - $124.0 $36.5K - $40.3K
13.7K $1.57M
COST
Costco Wholesale Corp

Consumer Defensive
-11
- 0.47%
$915.95 - $994.57 $10.1K - $10.9K
2.32K $2.15M
GIS
General Mills Inc

Consumer Defensive
-2.56K
- 14.92%
$48.44 - $53.83 $124K - $138K
14.6K $734K
MSTR
Microstrategy Inc

Technology
-18
- 1.02%
$300.7 - $455.9 $5.41K - $8.21K
1.75K $565K
ABT
Abbott Laboratories

Healthcare
-953
- 12.52%
$120.51 - $136.62 $115K - $130K
6.66K $891K
EMR
Emerson Electric CO

Industrials
-1K
- 19.04%
$128.6 - $149.63 $129K - $150K
4.26K $558K
ADBE
Adobe Inc.

Technology
-254
- 16.87%
$333.65 - $392.1 $84.7K - $99.6K
1.25K $441K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-2.29K
- 14.04%
$139.82 - $155.45 $320K - $356K
14K $2.18M
KO
Coca Cola CO

Consumer Defensive
-769
- 4.4%
$65.67 - $71.67 $50.5K - $55.1K
16.7K $1.11M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-762
- 23.55%
$181.56 - $190.33 $138K - $145K
2.47K $469K
CPHC
Canterbury Park Holding Corp

Consumer Cyclical
-1.3K
- 3.02%
$16.27 - $19.5 $21.2K - $25.4K
41.7K $695K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-1.65K
- 6.32%
$134.42 - $141.26 $221K - $233K
24.4K $3.44M
ADP
Automatic Data Processing Inc

Industrials
-292
- 19.69%
$288.69 - $310.94 $84.3K - $90.8K
1.19K $349K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-961
- 11.78%
$60.9 - $70.75 $58.5K - $68K
7.2K $449K
DHR
Danaher Corp

Healthcare
-492
- 29.93%
$181.46 - $212.2 $89.3K - $104K
1.15K $228K
HON
Honeywell International Inc

Industrials
-14
- 0.39%
$207.7 - $240.4 $2.91K - $3.37K
3.57K $750K
MKL
Markel Corp

Financial Services
-28
- 9.72%
$1898.34 - $2031.8 $53.2K - $56.9K
260 $496K
FSIG
First Tr ETF Iv LTD Duration I
-4K
- 8.89%
$19.03 - $19.33 $76.1K - $77.3K
41K $787K
TGT
Target Corp

Consumer Defensive
-327
- 8.04%
$86.56 - $107.43 $28.3K - $35.1K
3.74K $335K
T
At&T Inc.

Communication Services
-1.31K
- 3.31%
$26.94 - $29.62 $35.4K - $38.9K
38.3K $1.08M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-516
- 18.57%
$97.53 - $115.95 $50.3K - $59.8K
2.26K $226K
CI
Cigna Corp

Healthcare
-33
- 2.76%
$262.23 - $334.39 $8.65K - $11K
1.16K $335K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 0.1%
$366.54 - $479.53 $367 - $480
1.05K $411K
SBUX
Starbucks Corp

Consumer Cyclical
-163
- 2.77%
$81.9 - $96.86 $13.3K - $15.8K
5.72K $483K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-157
- 2.69%
$65.64 - $78.22 $10.3K - $12.3K
5.67K $380K
INTU
Intuit Inc

Technology
-11
- 2.63%
$646.03 - $807.39 $7.11K - $8.88K
407 $277K
CTAS
Cintas Corp

Industrials
-1
- 0.04%
$199.29 - $226.27 $199 - $226
2.58K $528K
DUK
Duke Energy Corp

Utilities
-762
- 8.98%
$116.31 - $125.93 $88.6K - $96K
7.73K $956K
PAYX
Paychex Inc

Industrials
-30
- 1.37%
$126.69 - $147.99 $3.8K - $4.44K
2.16K $274K
SYK
Stryker Corp

Healthcare
-13
- 0.88%
$368.57 - $403.53 $4.79K - $5.25K
1.46K $538K
DE
Deere & CO

Industrials
-10
- 1.35%
$457.26 - $524.37 $4.57K - $5.24K
731 $334K
BNDX
Vanguard Total International B

ETFs
-763
- 14.87%
$49.0 - $49.51 $37.4K - $37.8K
4.37K $216K
KMI
Kinder Morgan, Inc.

Energy
-750
- 6.07%
$26.23 - $28.5 $19.7K - $21.4K
11.6K $328K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.9K
- 3.29%
$19.49 - $19.61 $36.9K - $37.2K
55.6K $1.09M
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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