Guardian Wealth Advisors, LLC Portfolio Holdings
Q3 2025•74 long positions•$176.4M portfolio value
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Holding79 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $26.4M 14.96% | -$249.8K Sold | — 39.6K shares | 40.0K → 39.6K −$249.8K | -0.94% | — — | Q4 2020 Held for 5 years | |
ETF ETF | $22.8M 12.92% | -$398.8K Sold | — 380.3K shares | 386.9K → 380.3K −$398.8K | -1.72% | — — | Q4 2020 Held for 5 years | |
ETF ETF | $19.4M 11.0% | +$72.3K Bought | — 80.2K shares | 79.9K → 80.2K +$72.3K | +0.37% | — — | Q4 2020 Held for 5 years | |
ETF ETF | $16.5M 9.36% | +$776.9K Bought | — 253.0K shares | 241.1K → 253.0K +$776.9K | +4.94% | — — | Q4 2020 Held for 5 years | |
ETF ETF | $11.7M 6.62% | +$737.4K Bought | — 111.8K shares | 104.7K → 111.8K +$737.4K | +6.74% | — — | Q1 2024 Held for 1y 9m | |
ETF ETF | $11.4M 6.44% | +$1.2M Bought | — 205.2K shares | 182.9K → 205.2K +$1.2M | +12.15% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $9.5M 5.37% | -$657.4K Sold | — 15.8K shares | 16.9K → 15.8K −$657.4K | -6.49% | — — | Q4 2020 Held for 5 years | |
ETF ETF | $7.5M 4.23% | +$149.6K Bought | — 137.9K shares | 135.1K → 137.9K +$149.6K | +2.04% | — — | Q4 2020 Held for 5 years | |
ETF ETF | $5.7M 3.23% | -$1.1M Sold | — 47.2K shares | 56.2K → 47.2K −$1.1M | -16.08% | — — | Q4 2020 Held for 5 years | |
ETF ETF | $4.9M 2.77% | +$2.5M Bought | — 96.3K shares | 46.8K → 96.3K +$2.5M | +105.78% | — — | Q3 2022 Held for 3y 3m | |
ETF ETF | $4.9M 2.77% | -$814.1K Sold | — 23.6K shares | 27.6K → 23.6K −$814.1K | -14.3% | — — | Q4 2020 Held for 5 years | |
Integrated Freight & Logistics Industrials | $2.2M 1.25% | — | 0.014% 16.7K shares | — | — | $15.6B Large Cap | Q4 2020 Held for 5 years | |
ETF ETF | $2.0M 1.13% | -$182.4K Sold | — 20.7K shares | 22.6K → 20.7K −$182.4K | -8.36% | — — | Q4 2020 Held for 5 years | |
ETF ETF | $1.7M 0.949% | -$230.3K Sold | — 33.0K shares | 37.5K → 33.0K −$230.3K | -12.09% | — — | Q4 2020 Held for 5 years | |
ETF ETF | $1.4M 0.794% | -$1.3M Sold | — 27.3K shares | 52.3K → 27.3K −$1.3M | -47.8% | — — | Q4 2020 Held for 5 years | |
Drug Manufacturers - General Healthcare | $1.3M 0.759% | -$44.2K Sold | 0.0% 5.8K shares | 6.0K → 5.8K −$44.2K | -3.2% | $409.03B Mega Cap | Q4 2020 Held for 5 years | |
Drug Manufacturers - General Healthcare | $1.2M 0.659% | +$16.9K Bought | 0.0% 6.3K shares | 6.2K → 6.3K +$16.9K | +1.47% | $446.55B Mega Cap | Q4 2020 Held for 5 years | |
Insurance - Property & Casualty Financial Services | $976.8K 0.554% | -$12.8K Sold | 0.004% 6.2K shares | 6.3K → 6.2K −$12.8K | -1.29% | $24.7B Large Cap | Q4 2020 Held for 5 years | |
Oil & Gas Integrated Energy | $968.1K 0.549% | +$16.3K Bought | 0.0% 6.2K shares | 6.1K → 6.2K +$16.3K | +1.71% | $312.88B Mega Cap | Q4 2020 Held for 5 years | |
Medical - Distribution Healthcare | $958.6K 0.543% | -$87.4K Sold | 0.003% 6.1K shares | 6.7K → 6.1K −$87.4K | -8.36% | $37.3B Large Cap | Q4 2020 Held for 5 years | |
Consumer Electronics Technology | $952.6K 0.54% | +$252.1K Bought | 0.0% 3.7K shares | 2.8K → 3.7K +$252.1K | +35.99% | $3.78T Mega Cap | Q4 2020 Held for 5 years | |
Financial - Data & Stock Exchanges Financial Services | $872.0K 0.494% | -$14.1K Sold | 0.001% 1.8K shares | 1.8K → 1.8K −$14.1K | -1.59% | $148.59B Large Cap | Q4 2020 Held for 5 years | |
Medical - Devices Healthcare | $826.6K 0.469% | -$32.0K Sold | 0.0% 6.2K shares | 6.4K → 6.2K −$32.0K | -3.73% | $233.12B Mega Cap | Q4 2020 Held for 5 years | |
Chemicals - Specialty Basic Materials | $821.7K 0.466% | -$54.2K Sold | 0.001% 3.0K shares | 3.2K → 3.0K −$54.2K | -6.19% | $77.7B Large Cap | Q4 2020 Held for 5 years | |
Oil & Gas Integrated Energy | $815.7K 0.462% | -$3.9K Sold | 0.0% 7.2K shares | 7.3K → 7.2K −$3.9K | -0.48% | $480.68B Mega Cap | Q4 2020 Held for 5 years | |
Household & Personal Products Consumer Defensive | $794.1K 0.45% | +$98.0K Bought | 0.0% 5.2K shares | 4.5K → 5.2K +$98.0K | +14.08% | $359.62B Mega Cap | Q4 2020 Held for 5 years | |
Home Improvement Consumer Cyclical | $717.3K 0.407% | -$7.5K Sold | 0.001% 2.9K shares | 2.9K → 2.9K −$7.5K | -1.04% | $140.94B Large Cap | Q4 2020 Held for 5 years | |
Beverages - Non-Alcoholic Consumer Defensive | $673.2K 0.382% | +$32.4K Bought | 0.0% 4.8K shares | 4.6K → 4.8K +$32.4K | +5.06% | $192.27B Large Cap | Q4 2020 Held for 5 years | |
Software - Infrastructure Technology | $643.6K 0.365% | +$49.7K Bought | 0.0% 1.2K shares | 1.1K → 1.2K +$49.7K | +8.37% | $3.85T Mega Cap | Q4 2020 Held for 5 years | |
Industrial - Machinery Industrials | $643.2K 0.365% | — | 0.005% 7.6K shares | — | — | $14.1B Large Cap | Q4 2020 Held for 5 years | |
Industrial - Distribution Industrials | $623.8K 0.354% | +$39.2K Bought | 0.001% 12.7K shares | 11.9K → 12.7K +$39.2K | +6.7% | $56.3B Large Cap | Q1 2025 Held for 9 months | |
ETF ETF | $602.0K 0.341% | -$2.9M Sold | — 23.5K shares | 137.6K → 23.5K −$2.9M | -82.91% | — — | Q4 2020 Held for 5 years | |
Industrial - Machinery Industrials | $578.4K 0.328% | -$12.7K Sold | 0.001% 4.4K shares | 4.5K → 4.4K −$12.7K | -2.15% | $73.8B Large Cap | Q4 2020 Held for 5 years | |
ETF ETF | $575.8K 0.326% | -$22.9K Sold | — 24.7K shares | 25.7K → 24.7K −$22.9K | -3.83% | — — | Q3 2022 Held for 3y 3m | |
Food Distribution Consumer Defensive | $547.9K 0.311% | +$329.4 Bought | 0.001% 6.7K shares | 6.7K → 6.7K +$329.4 | +0.06% | $39.4B Large Cap | Q4 2020 Held for 5 years | |
Regulated Electric Utilities | $543.5K 0.308% | -$26.1K Sold | 0.001% 5.4K shares | 5.7K → 5.4K −$26.1K | -4.59% | $36.3B Large Cap | Q4 2020 Held for 5 years | |
Conglomerates Industrials | $538.5K 0.305% | -$14.4K Sold | 0.001% 3.5K shares | 3.6K → 3.5K −$14.4K | -2.61% | $82.7B Large Cap | Q4 2020 Held for 5 years | |
Specialty Retail Consumer Cyclical | $517.7K 0.293% | +$21.5K Bought | 0.003% 3.7K shares | 3.6K → 3.7K +$21.5K | +4.33% | $19.3B Large Cap | Q1 2021 Held for 4y 9m | |
Financial - Data & Stock Exchanges Financial Services | $516.8K 0.293% | +$373.9K Bought | 0.005% 1.8K shares | 499.0 → 1.8K +$373.9K | +261.52% | $10.8B Large Cap | Q2 2025 Held for 6 months | |
Information Technology Services Technology | $515.9K 0.292% | -$11.6K Sold | 0.0% 1.8K shares | 1.9K → 1.8K −$11.6K | -2.19% | $262.84B Mega Cap | Q3 2022 Held for 3y 3m | |
Packaged Foods Consumer Defensive | $440.5K 0.25% | +$42.9K Bought | 0.002% 8.7K shares | 7.9K → 8.7K +$42.9K | +10.79% | $26.9B Large Cap | Q4 2020 Held for 5 years | |
ETF ETF | $424.8K 0.241% | -$49.6K Sold | — 694.0 shares | 775.0 → 694.0 −$49.6K | -10.45% | — — | Q3 2022 Held for 3y 3m | |
Discount Stores Consumer Defensive | $398.5K 0.226% | +$29.7K Bought | 0.001% 4.4K shares | 4.1K → 4.4K +$29.7K | +8.05% | $40.8B Large Cap | Q4 2020 Held for 5 years | |
Discount Stores Consumer Defensive | $389.2K 0.221% | -$12.5K Sold | 0.0% 3.8K shares | 3.9K → 3.8K −$12.5K | -3.1% | $821.68B Mega Cap | Q1 2024 Held for 1y 9m | |
ETF ETF | $367.4K 0.208% | -$276.9K Sold | — 1.3K shares | 2.2K → 1.3K −$276.9K | -42.98% | — — | Q4 2020 Held for 5 years | |
ETF ETF | $363.0K 0.206% | +$9.0K Bought | — 12.2K shares | 11.9K → 12.2K +$9.0K | +2.55% | — — | Q4 2020 Held for 5 years | |
ETF ETF | $358.1K 0.203% | — | — 535.0 shares | — | — | — — | Q4 2023 Held for 2 years | |
Medical - Devices Healthcare | $351.3K 0.199% | — | 0.0% 3.7K shares | — | — | $122.16B Large Cap | Q4 2020 Held for 5 years | |
Chemicals - Specialty Basic Materials | $349.0K 0.198% | -$5.2K Sold | 0.001% 1.3K shares | 1.3K → 1.3K −$5.2K | -1.46% | $60.7B Large Cap | Q4 2020 Held for 5 years | |
Staffing & Employment Services Industrials | $335.2K 0.19% | -$2.1K Sold | 0.0% 1.1K shares | 1.1K → 1.1K −$2.1K | -0.61% | $118.89B Large Cap | Q4 2020 Held for 5 years |
