Guardian Wealth Advisors, LLC Sells in Q2 2024

Guardian Wealth Advisors, LLC

  • $754 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-223K
- 50.99%
$55.45 - $57.39 $12.4M - $12.8M
214K $12.1M
TFC
Truist Financial Corp

Financial Services
-31.6K
- 69.6%
$35.41 - $40.18 $1.12M - $1.27M
13.8K $536K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-861
- 6.22%
$396.73 - $420.24 $342K - $362K
13K $5.28M
CHE
Chemed Corp

Healthcare
-134
- 4.35%
$532.42 - $640.63 $71.3K - $85.8K
2.95K $1.6M
HD
Home Depot, Inc.

Consumer Cyclical
-336
- 5.83%
$325.1 - $368.03 $109K - $124K
5.43K $1.87M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-15.3K
- 53.03%
$21.77 - $23.24 $332K - $355K
13.5K $313K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.17K
- 8.05%
$54.04 - $58.09 $171K - $184K
36.2K $1.97M
FTCS
First Trust Capital Strength E

ETFs
-2.84K
- 6.08%
$81.48 - $85.58 $232K - $243K
43.9K $3.69M
NSC
Norfolk Southern Corp

Industrials
-595
- 15.21%
$209.9 - $253.39 $125K - $151K
3.32K $712K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.24K
- 22.95%
$159.21 - $168.37 $198K - $209K
4.17K $684K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-6.55K
- 88.91%
$25.73 - $27.44 $169K - $180K
817 $21K
CPRT
Copart Inc

Consumer Cyclical
-409
- 1.04%
$52.14 - $58.07 $21.3K - $23.8K
39K $2.11M
JNJ
Johnson & Johnson

Healthcare
-345
- 3.66%
$144.38 - $157.78 $49.8K - $54.4K
9.09K $1.33M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.28K
- 2.81%
$50.22 - $50.48 $165K - $166K
114K $5.74M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-3.63K
- 11.91%
$45.03 - $48.19 $163K - $175K
26.8K $1.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.16K
- 5.18%
$495.16 - $548.49 $576K - $638K
21.3K $11.6M
INTC
Intel Corp

Technology
-522
- 5.18%
$29.85 - $44.52 $15.6K - $23.2K
9.56K $296K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-4.64K
- 93.29%
$29.72 - $32.4 $138K - $150K
334 $10K
DIS
Walt Disney CO

Communication Services
-136
- 2.37%
$99.29 - $122.82 $13.5K - $16.7K
5.61K $556K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-255
- 3.78%
$377.31 - $399.95 $96.2K - $102K
6.5K $2.54M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-799
- 8.07%
$272.21 - $298.72 $217K - $239K
9.11K $2.71M
IWD
Ishares Russell 1000 Val ETF

ETFs
-625
- 8.33%
$169.4 - $179.05 $106K - $112K
6.88K $1.2M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-1.56K
- 9.57%
$98.11 - $105.73 $153K - $165K
14.7K $1.52M
BMY
Bristol Myers Squibb CO

Healthcare
-1.21K
- 17.18%
$40.25 - $52.99 $48.7K - $64.1K
5.83K $242K
PM
Philip Morris International Inc.

Consumer Defensive
-1.79K
- 37.07%
$88.6 - $104.24 $159K - $187K
3.04K $308K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.53K
- 20.88%
$65.44 - $71.94 $100K - $110K
5.81K $379K
ACN
Accenture PLC

Technology
-10
- 0.34%
$281.76 - $339.17 $2.82K - $3.39K
2.92K $886K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-922
- 4.19%
$115.05 - $124.09 $106K - $114K
21.1K $2.6M
MCD
Mcdonalds Corp

Consumer Cyclical
-74
- 1.91%
$249.37 - $280.22 $18.5K - $20.7K
3.81K $970K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.22K
- 73.23%
$78.61 - $85.97 $96.1K - $105K
447 $37K
XLF
Financial Sector Spdr

ETFs
-2.29K
- 79.58%
$39.59 - $42.49 $90.6K - $97.2K
587 $24K
PFE
Pfizer Inc

Healthcare
-3.86K
- 7.09%
$25.26 - $29.6 $97.6K - $114K
50.6K $1.42M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.14K
- 49.59%
$87.04 - $101.61 $98.9K - $115K
1.16K $116K
AMT
American Tower Corp

Real Estate
-339
- 4.14%
$171.0 - $200.41 $58K - $67.9K
7.86K $1.53M
ABBV
Abb Vie Inc.

Healthcare
-34
- 0.42%
$154.79 - $180.76 $5.26K - $6.15K
8.01K $1.37M
BAC
Bank Of America Corp

Financial Services
-4.39K
- 9.35%
$34.68 - $40.02 $152K - $176K
42.6K $1.69M
CAT
Caterpillar Inc

Industrials
-52
- 2.52%
$321.47 - $379.3 $16.7K - $19.7K
2.01K $669K
MA
Mastercard Inc

Financial Services
-5
- 0.26%
$441.1 - $479.43 $2.21K - $2.4K
1.92K $845K
VDE
Vanguard Energy ETF

ETFs
-588
- 92.6%
$123.17 - $136.7 $72.4K - $80.4K
47 $5K
DAL
Delta Air Lines, Inc.

Industrials
-1.55K
- 25.08%
$45.88 - $53.26 $71.1K - $82.6K
4.63K $219K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.32K
- 30.47%
$52.5 - $56.42 $69.4K - $74.6K
3.02K $170K
DG
Dollar General Corp

Consumer Defensive
-196
- 10.99%
$124.12 - $159.55 $24.3K - $31.3K
1.59K $209K
ABT
Abbott Laboratories

Healthcare
-111
- 1.91%
$100.73 - $112.44 $11.2K - $12.5K
5.7K $591K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-157
- 1.06%
$83.97 - $89.72 $13.2K - $14.1K
14.6K $1.27M
CMCSA
Comcast Corp

Communication Services
-719
- 8.89%
$36.9 - $42.28 $26.5K - $30.4K
7.37K $288K
COP
Conocophillips

Energy
-40
- 0.9%
$109.39 - $133.52 $4.38K - $5.34K
4.4K $503K
IEFA
Ishares Tr

ETFs
-718
- 15.7%
$70.77 - $76.19 $50.8K - $54.7K
3.86K $280K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-5.41K
- 5.29%
$39.98 - $43.87 $216K - $237K
96.9K $4.24M
DUK
Duke Energy Corp

Utilities
-968
- 8.53%
$92.87 - $104.6 $89.9K - $101K
10.4K $1.04M
Activity Summary
Buys All Purchases 124 New Holdings 23 Increased Positions 101 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email