GW
| |
Guardian Wealth Advisors, LLC13F | |
| Guardian Wealth Advisors, LLC | |
| Last update 2025-05-02 | 73 Stocks (2 new) |
| Value $156.00 Mil | Turnover 7 % |
Guardian Wealth Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 39,241 | 21,951.1 | +2.42% | 14.080 | +0.33% | 0.000 | +19.62% | +7.94% | 648,846.5 | ||
VEA | Vanguard FTSE Developed Markets ETF | 380,499 | 19,340.8 | +5.87% | 12.410 | +0.69% | 0.010 | +12.11% | +21.29% | 160,177.0 | ||
IWM | iShares Russell 2000 ETF | 76,679 | 15,296.6 | +6.29% | 9.810 | +0.58% | 0.030 | +19.43% | +1.55% | 64,702.4 | ||
IJH | iShares Core S&P Mid-Cap ETF | 222,703 | 12,994.7 | +9.80% | 8.340 | +0.74% | 0.010 | +16.64% | +3.13% | 97,920.0 | ||
QQQ | INVESCO QQQ Trust | 17,116 | 8,026.1 | +1.06% | 5.150 | +0.05% | 0.000 | +26.41% | +10.07% | 357,853.0 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 150,135 | 7,667.4 | +54.41% | 4.920 | +1.73% | 0.030 | +12.29% | +5.13% | 27,142.9 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 88,473 | 7,110.6 | +55.75% | 4.560 | +1.63% | 0.020 | +27.05% | +10.64% | 38,705.6 | ||
IVW | iShares S&P 500 Growth ETF | 66,795 | 6,200.6 | -25.83% | 3.980 | -1.51% | 0.010 | +27.03% | +10.54% | 61,544.3 | ||
IVE | iShares S&P 500 Value ETF | 31,951 | 6,089.3 | -24.84% | 3.910 | -1.29% | 0.020 | +12.22% | +5.05% | 39,785.8 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 128,954 | 5,836.4 | +6.41% | 3.740 | +0.23% | 0.010 | +15.62% | +15.71% | 85,768.1 |
Guardian Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Guardian Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-03-31 | Add Add | +1.73% | 49.78 ($51.86) 53.19 | $53.31 | 2.80% | Add 54.41% | 150,135 | 52,906 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-03-31 | Add Add | +1.63% | 80.05 ($87.3) 92.39 | $96.97 | 11.08% | Add 55.75% | 88,473 | 31,669 | |
IVW | iShares S&P 500 Growth ETF | 2025-03-31 | Reduce Reduce | -1.51% | 92.45 ($100.81) 106.69 | $111.98 | 11.08% | Reduce -25.83% | 66,795 | -23,262 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Reduce Reduce | -1.29% | 185.78 ($193.5) 198.58 | $198.88 | 2.78% | Reduce -24.84% | 31,951 | -10,562 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +0.74% | 57.21 ($62.1) 65.8 | $63.88 | 2.87% | Add 9.8% | 222,703 | 19,876 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.69% | 47.4 ($50.6) 52.99 | $57.28 | 13.20% | Add 5.87% | 380,499 | 21,083 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Add Add | +0.58% | 198.1 ($216.92) 229.79 | $223.27 | 2.93% | Add 6.29% | 76,679 | 4,539 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.33% | 551.42 ($587.78) 612.93 | $628.86 | 6.99% | Add 2.42% | 39,241 | 927 | |
IWR | iShares Russell Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.24% | 82.81 ($89.19) 92.93 | $94.50 | 5.95% | Reduce -13.56% | 27,385 | -4,295 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.23% | 42.5 ($45.01) 46.71 | $50.76 | 12.77% | Add 6.41% | 128,954 | 7,769 |
Guardian Wealth Advisors, LLC Total Holding History ($B)
Guardian Wealth Advisors, LLC's Asset Allocation
Guardian Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Guardian Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Guardian Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Guardian Wealth Advisors, LLC's Holdings Heat Map
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Guardian Wealth Advisors, LLC's Holdings Bubble Chart
Guardian Wealth Advisors, LLC News
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