- New Purchases: ICSH, ADM, BRK.B, NUE, AMCR,
- Added Positions: NEAR, QQQ, PFF, IWR, SJNK, HYG, XOM, WBA, CAH, ED, GIS, KMB, LEG, LOW, VZ,
- Reduced Positions: BSCL, AGG, IGSB, CINF, EMR, TGT, UNH, TROW, VO, ABBV, VFC, APD, SWK, SPGI, ECL, ADP, MSFT,
- Sold Out: SHY,
For the details of Guardian Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/guardian+wealth+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Guardian Wealth Advisors, LLC- S&P 500 ETF TRUST ETF (SPY) - 31,615 shares, 11.71% of the total portfolio. Shares reduced by 0.87%
- Vanguard FTSE Developed Markets ETF (VEA) - 214,104 shares, 9.55% of the total portfolio. Shares added by 0.99%
- iShares Russell 2000 ETF (IWM) - 47,329 shares, 9.40% of the total portfolio. Shares added by 0.90%
- iShares S&P 500 Value ETF (IVE) - 47,853 shares, 6.11% of the total portfolio. Shares added by 0.91%
- iShares S&P 500 Growth ETF (IVW) - 84,208 shares, 5.30% of the total portfolio. Shares reduced by 0.6%
Guardian Wealth Advisors, LLC initiated holding in BTC BlackRock Ultra Short-Term Bond ETF. The purchase prices were between $50.44 and $50.5, with an estimated average price of $50.47. The stock is now traded at around $50.520000. The impact to a portfolio due to this purchase was 2.92%. The holding were 66,855 shares as of 2021-06-30.
New Purchase: Archer-Daniels Midland Co (ADM)Guardian Wealth Advisors, LLC initiated holding in Archer-Daniels Midland Co. The purchase prices were between $57 and $68.77, with an estimated average price of $63.34. The stock is now traded at around $58.640000. The impact to a portfolio due to this purchase was 0.19%. The holding were 3,610 shares as of 2021-06-30.
New Purchase: Nucor Corp (NUE)Guardian Wealth Advisors, LLC initiated holding in Nucor Corp. The purchase prices were between $76.09 and $110.74, with an estimated average price of $93.28. The stock is now traded at around $99.400000. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,225 shares as of 2021-06-30.
New Purchase: Berkshire Hathaway Inc (BRK.B)Guardian Wealth Advisors, LLC initiated holding in Berkshire Hathaway Inc. The purchase prices were between $255.47 and $292.52, with an estimated average price of $278.9. The stock is now traded at around $278.100000. The impact to a portfolio due to this purchase was 0.18%. The holding were 756 shares as of 2021-06-30.
New Purchase: Amcor PLC (AMCR)Guardian Wealth Advisors, LLC initiated holding in Amcor PLC. The purchase prices were between $11.36 and $12.49, with an estimated average price of $11.89. The stock is now traded at around $11.580000. The impact to a portfolio due to this purchase was 0.11%. The holding were 11,300 shares as of 2021-06-30.
Added: BTC BlackRock Short Maturity Bond ETF (NEAR)Guardian Wealth Advisors, LLC added to a holding in BTC BlackRock Short Maturity Bond ETF by 65.96%. The purchase prices were between $50.05 and $50.15, with an estimated average price of $50.11. The stock is now traded at around $50.150000. The impact to a portfolio due to this purchase was 1.04%. The holding were 60,325 shares as of 2021-06-30.
Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)Guardian Wealth Advisors, LLC sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $86.1 and $86.31, with an estimated average price of $86.22.
Here is the complete portfolio of Guardian Wealth Advisors, LLC. Also check out:
1. Guardian Wealth Advisors, LLC's Undervalued Stocks
2. Guardian Wealth Advisors, LLC's Top Growth Companies, and
3. Guardian Wealth Advisors, LLC's High Yield stocks
4. Stocks that Guardian Wealth Advisors, LLC keeps buying