Guardian Wealth Advisors, LLC Sells in Q4 2024

Guardian Wealth Advisors, LLC

  • $156 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-15.5K
- 26.73%
$189.5 - $206.17 $2.94M - $3.2M
42.5K $8.11M
IVW
Ishares S&P 500 Growth ETF

ETFs
-34.4K
- 27.62%
$94.43 - $105.47 $3.25M - $3.63M
90.1K $9.14M
PFF
Ishares Trust Ishares Pfd And

ETFs
-9.18K
- 10.4%
$31.23 - $33.51 $287K - $308K
79.1K $2.49M
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.84K
- 13.24%
$87.25 - $95.52 $422K - $462K
31.7K $2.8M
SJNK
Spdr Bloomberg Short Term High

ETFs
-10.8K
- 6.2%
$25.09 - $25.69 $271K - $278K
164K $4.13M
IWM
Ishares Russell 2000 ETF

ETFs
-842
- 1.15%
$216.13 - $242.4 $182K - $204K
72.1K $15.9M
ABBV
Abb Vie Inc.

Healthcare
-169
- 2.53%
$164.99 - $203.87 $27.9K - $34.5K
6.52K $1.16M
VO
Vanguard Mid Cap ETF

ETFs
-606
- 18.01%
$261.5 - $284.63 $158K - $172K
2.76K $728K
SWK
Stanley Black & Decker, Inc.

Industrials
-238
- 6.77%
$79.07 - $109.36 $18.8K - $26K
3.28K $263K
IVV
Ishares Core S&P 500 ETF

ETFs
-199
- 27.11%
$570.51 - $610.59 $114K - $122K
535 $314K
MMM
3 M CO

Industrials
-405
- 6.3%
$124.74 - $137.12 $50.5K - $55.5K
6.02K $776K
ED
Consolidated Edison Inc

Utilities
-7
- 0.11%
$88.87 - $107.38 $622 - $752
6.34K $565K
PEP
Pepsico Inc

Consumer Defensive
-30
- 0.62%
$151.29 - $176.1 $4.54K - $5.28K
4.78K $726K
LOW
Lowes Companies Inc

Consumer Cyclical
-80
- 2.86%
$244.52 - $284.07 $19.6K - $22.7K
2.72K $671K
HYG
Ishares Tr

ETFs
-900
- 10.96%
$78.09 - $80.04 $70.3K - $72K
7.31K $574K
XOM
Exxon Mobil Corp

Energy
-157
- 2.22%
$105.51 - $125.37 $16.6K - $19.7K
6.91K $743K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.41K
- 3.41%
$50.35 - $50.69 $70.8K - $71.3K
39.9K $2.01M
ECL
Ecolab Inc.

Basic Materials
-18
- 0.56%
$234.32 - $261.43 $4.22K - $4.71K
3.23K $755K
SPGI
S&P Global Inc.

Financial Services
-54
- 2.87%
$480.36 - $529.17 $25.9K - $28.6K
1.83K $910K
SPY
Spdr S&P 500 ETF Trust

ETFs
-902
- 2.3%
$567.81 - $607.81 $512K - $548K
38.3K $22.5M
KO
Coca Cola CO

Consumer Defensive
-48
- 1.22%
$61.74 - $71.71 $2.96K - $3.44K
3.9K $242K
MSFT
Microsoft Corp

Technology
-67
- 5.31%
$406.35 - $454.46 $27.2K - $30.4K
1.2K $503K
CB
Chubb LTD

Financial Services
-85
- 7.61%
$271.57 - $301.89 $23.1K - $25.7K
1.03K $285K
KMB
Kimberly Clark Corp

Consumer Defensive
-23
- 0.84%
$130.37 - $146.09 $3K - $3.36K
2.72K $356K
PG
Procter & Gamble CO

Consumer Defensive
-55
- 1.36%
$161.05 - $179.7 $8.86K - $9.88K
3.99K $669K
SYY
Sysco Corp

Consumer Defensive
-120
- 1.75%
$73.63 - $81.77 $8.84K - $9.81K
6.73K $514K
IBM
International Business Machines Corp

Technology
-79
- 3.47%
$204.9 - $238.04 $16.2K - $18.8K
2.2K $483K
AFL
Aflac Inc

Financial Services
-7
- 0.3%
$100.37 - $115.27 $703 - $807
2.34K $242K
PNR
Pentair PLC

Industrials
-272
- 8.69%
$95.0 - $109.21 $25.8K - $29.7K
2.86K $287K
MCD
Mcdonalds Corp

Consumer Cyclical
-8
- 0.72%
$288.47 - $316.54 $2.31K - $2.53K
1.1K $319K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-250
- 4.91%
$51.54 - $52.55 $12.9K - $13.1K
4.84K $250K
APD
Air Products & Chemicals, Inc.

Basic Materials
-13
- 0.96%
$285.5 - $335.62 $3.71K - $4.36K
1.34K $387K
CLX
Clorox CO

Consumer Defensive
-62
- 1.88%
$156.51 - $169.74 $9.7K - $10.5K
3.23K $525K
HRL
Hormel Foods Corp

Consumer Defensive
-297
- 3.68%
$29.21 - $33.55 $8.68K - $9.96K
7.78K $244K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 1.59%
$442.29 - $483.08 $4.42K - $4.83K
619 $280K
ADP
Automatic Data Processing Inc

Industrials
-74
- 4.91%
$280.08 - $307.97 $20.7K - $22.8K
1.43K $419K
CINF
Cincinnati Financial Corp

Financial Services
-277
- 3.92%
$132.86 - $160.16 $36.8K - $44.4K
6.78K $974K
CAH
Cardinal Health Inc

Healthcare
-244
- 3.25%
$107.89 - $125.33 $26.3K - $30.6K
7.27K $859K
AAPL
Apple Inc.

Technology
-123
- 3.3%
$221.69 - $259.02 $27.3K - $31.9K
3.6K $901K
EMR
Emerson Electric CO

Industrials
-185
- 4.14%
$108.13 - $134.33 $20K - $24.9K
4.29K $531K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-321
- 1.86%
$481.22 - $538.17 $154K - $173K
16.9K $8.66M
Activity Summary
Buys All Purchases 24 New Holdings 0 Increased Positions 24 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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