Guardian Wealth Advisors, LLC Reduced Holdings in Q4 2024

Guardian Wealth Advisors, LLC

  • $1.18 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-63.2K
- 45.13%
$42.84 - $45.38 $2.71M - $2.87M
76.8K $3.3M
OSCV
Opus Small Cap Value ETF

ETFs
-32.3K
- 2.29%
$36.89 - $40.88 $1.19M - $1.32M
1.38M $51.1M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-8.69K
- 9.36%
$37.46 - $43.08 $325K - $374K
84.1K $3.2M
FSIG
First Tr ETF Iv LTD Duration I
-9.75K
- 17.81%
$18.8 - $19.23 $183K - $187K
45K $849K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-600
- 17.29%
$128.36 - $186.0 $77K - $112K
2.87K $369K
FTCS
First Trust Capital Strength E

ETFs
-281
- 0.65%
$87.62 - $94.03 $24.6K - $26.4K
42.9K $3.77M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-15
- 3.64%
$701.85 - $1046.91 $10.5K - $15.7K
397 $282K
QCOM
Qualcomm Inc

Technology
-281
- 4.33%
$150.4 - $178.04 $42.3K - $50K
6.21K $954K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.51K
- 4.22%
$56.06 - $61.35 $84.4K - $92.3K
34.1K $1.93M
PHYS
Sprott Physical Gold Trust

Financial Services
-5.17K
- 5.41%
$19.66 - $21.66 $102K - $112K
90.4K $1.82M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-493
- 13.04%
$174.22 - $187.62 $85.9K - $92.5K
3.29K $576K
NKE
Nike, Inc.

Consumer Cyclical
-96
- 2.38%
$73.36 - $89.13 $7.04K - $8.56K
3.94K $298K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-708
- 64.36%
$77.02 - $78.58 $54.5K - $55.6K
392 $30K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-2.42K
- 18.7%
$23.92 - $24.89 $57.8K - $60.2K
10.5K $257K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-603
- 30.0%
$73.19 - $81.02 $44.1K - $48.9K
1.41K $104K
VBR
Vanguard Small Cap Value ETF

ETFs
-228
- 16.17%
$197.36 - $217.3 $45K - $49.5K
1.18K $234K
VO
Vanguard Mid Cap ETF

ETFs
-184
- 1.2%
$261.5 - $284.63 $48.1K - $52.4K
15.2K $4.01M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-6.1K
- 3.58%
$14.38 - $15.35 $87.8K - $93.7K
165K $2.46M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-65
- 12.6%
$563.99 - $620.12 $36.7K - $40.3K
451 $256K
TFC
Truist Financial Corp

Financial Services
-1.07K
- 7.17%
$41.51 - $48.1 $44.3K - $51.3K
13.8K $599K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-110
- 1.66%
$417.69 - $450.94 $45.9K - $49.6K
6.52K $2.77M
FDN
First Tr Fd Dow Jones

ETFs
-126
- 47.01%
$210.5 - $257.24 $26.5K - $32.4K
142 $34K
PFF
Ishares Trust Ishares Pfd And

ETFs
-575
- 59.77%
$31.23 - $33.51 $18K - $19.3K
387 $12K
VOE
Vanguard Mid Cap Value Index F

ETFs
-110
- 51.64%
$160.89 - $176.18 $17.7K - $19.4K
103 $16K
IHDG
Wisdomtree Tr

ETFs
-318
- 25.6%
$43.38 - $46.0 $13.8K - $14.6K
924 $40K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-117
- 5.05%
$80.93 - $85.66 $9.47K - $10K
2.2K $178K
DFIV
Dimensional ETF Tr

ETFs
-212
- 16.49%
$34.86 - $37.97 $7.39K - $8.05K
1.07K $38K
JETS
ETF Ser Solutions U S Global J

ETFs
-440
- 90.16%
$20.04 - $25.93 $8.82K - $11.4K
48 $1K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-175
- 53.19%
$40.28 - $44.96 $7.05K - $7.87K
154 $6K
IEF
Ishares Barclays

ETFs
-73
- 41.24%
$92.08 - $98.18 $6.72K - $7.17K
104 $9K
VNQ
Vanguard Specialized Funds Van

ETFs
-28
- 6.26%
$87.85 - $98.6 $2.46K - $2.76K
419 $37K
PID
Invesco Exchange Traded Fd Tr

ETFs
-366
- 26.24%
N/A
1.03K $18K
XLU
Utilities Sector Spdr

ETFs
-63
- 52.5%
$74.89 - $82.93 $4.72K - $5.22K
57 $4K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-79
- 69.3%
$57.27 - $71.33 $4.52K - $5.64K
35 $2K
FXR
First Trust Industrials/Produc

ETFs
-41
- 52.56%
$74.81 - $83.27 $3.07K - $3.41K
37 $2K
VBK
Vanguard Small Cap Growth ETF

ETFs
-13
- 17.11%
$264.18 - $304.19 $3.43K - $3.95K
63 $17K
XLY
Select Sector Spdr Consumer Di

ETFs
-12
- 40.0%
$194.8 - $239.43 $2.34K - $2.87K
18 $4K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-57
- 1.02%
$40.82 - $45.39 $2.33K - $2.59K
5.51K $229K
FXD
First Tr Exchange Traded Fd

ETFs
-46
- 13.98%
$62.05 - $68.52 $2.85K - $3.15K
283 $18K
XLP
Consumer Staples Sector Spdr

ETFs
-12
- 2.47%
N/A
473 $35K
XLC
Select Sector Spdr Tr Communic

ETFs
-8
- 13.56%
$89.66 - $102.16 $717 - $817
51 $4K
VIG
Vanguard Dividend Appreciation

ETFs
-4
- 0.01%
N/A
29.6K $5.4M
Ea Series Trust
-1.55K
- 36.3%
N/A
2.71K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
-142
- 35.24%
N/A
261 $0
First Tr Exchng Traded Fd Vi
-1.35K
- 8.07%
N/A
15.4K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-412K
- 65.95%
N/A
213K $0
XLI
Industrial Sector Spdr

ETFs
-2
- 7.14%
$131.76 - $143.99 $264 - $288
26 $3K
XLF
Financial Sector Spdr

ETFs
-32
- 5.43%
$44.89 - $51.34 $1.44K - $1.64K
557 $26K
Peakstone Realty Trust
-425
- 1.66%
N/A
25.2K $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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