Guardian Wealth Advisors as of Dec. 31, 2020
Portfolio Holdings for Guardian Wealth Advisors
Guardian Wealth Advisors holds 64 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 12.0 | $12M | 32k | 373.89 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 9.8 | $9.9M | 209k | 47.21 | |
| Ishares Tr Russell 2000 Etf (IWM) | 9.6 | $9.7M | 49k | 196.06 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 5.9 | $5.9M | 46k | 128.01 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 5.5 | $5.5M | 86k | 63.82 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 4.9 | $5.0M | 129k | 38.51 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.5 | $4.5M | 14k | 313.74 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.2 | $4.2M | 18k | 229.81 | |
| Spdr Ser Tr Bloomberg Srt Tr (SJNK) | 4.1 | $4.1M | 152k | 26.95 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.7 | $3.7M | 74k | 50.11 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 3.6 | $3.6M | 52k | 68.54 | |
| Ishares Tr Blackrock Ultra (ICSH) | 2.5 | $2.5M | 50k | 50.52 | |
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb | 2.2 | $2.2M | 102k | 21.75 | |
| C H Robinson Worldwide Com New (CHRW) | 1.9 | $1.9M | 20k | 93.87 | |
| 3M Company (MMM) | 1.5 | $1.5M | 8.8k | 174.76 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.2 | $1.2M | 22k | 55.19 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $1.1M | 9.1k | 118.16 | |
| Invesco Exch Trd Slf Idx Bulshs 2021 Cb | 1.0 | $1.1M | 50k | 21.21 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $925k | 4.5k | 206.80 | |
| Johnson & Johnson (JNJ) | 0.9 | $894k | 5.7k | 157.34 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.8 | $804k | 9.2k | 87.29 | |
| Clorox Company (CLX) | 0.8 | $788k | 3.9k | 201.79 | |
| Ecolab (ECL) | 0.8 | $781k | 3.6k | 216.34 | |
| Abbvie (ABBV) | 0.8 | $778k | 7.3k | 107.21 | |
| Cincinnati Financial Corporation (CINF) | 0.7 | $678k | 7.8k | 87.36 | |
| SYSCO Corporation (SYY) | 0.6 | $626k | 8.4k | 74.23 | |
| Apple (AAPL) | 0.6 | $616k | 4.6k | 132.59 | |
| Pepsi (PEP) | 0.6 | $597k | 4.0k | 148.21 | |
| At&t (T) | 0.6 | $576k | 20k | 28.78 | |
| Gra (GGG) | 0.6 | $562k | 7.8k | 72.39 | |
| S&p Global (SPGI) | 0.6 | $555k | 1.7k | 328.79 | |
| Amazon (AMZN) | 0.5 | $541k | 166.00 | 3259.04 | |
| Emerson Electric (EMR) | 0.5 | $524k | 6.5k | 80.38 | |
| Abbott Laboratories (ABT) | 0.5 | $522k | 4.8k | 109.41 | |
| Hormel Foods Corporation (HRL) | 0.5 | $519k | 11k | 46.58 | |
| General Mills (GIS) | 0.5 | $493k | 8.4k | 58.77 | |
| Leggett & Platt (LEG) | 0.5 | $483k | 11k | 44.26 | |
| T. Rowe Price (TROW) | 0.5 | $463k | 3.1k | 151.36 | |
| Chevron Corporation (CVX) | 0.5 | $459k | 5.4k | 84.48 | |
| Target Corporation (TGT) | 0.5 | $458k | 2.6k | 176.43 | |
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.4 | $434k | 8.7k | 50.12 | |
| Walgreen Boots Alliance (WBA) | 0.4 | $426k | 11k | 39.88 | |
| Air Products & Chemicals (APD) | 0.4 | $422k | 1.5k | 273.14 | |
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $402k | 3.6k | 110.56 | |
| Consolidated Edison (ED) | 0.4 | $400k | 5.5k | 72.25 | |
| Procter & Gamble Company (PG) | 0.4 | $399k | 2.9k | 139.12 | |
| UnitedHealth (UNH) | 0.4 | $387k | 1.1k | 350.86 | |
| Kimberly-Clark Corporation (KMB) | 0.4 | $374k | 2.8k | 134.68 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $373k | 4.3k | 86.30 | |
| Stanley Black & Decker (SWK) | 0.4 | $357k | 2.0k | 178.32 | |
| Microsoft Corporation (MSFT) | 0.3 | $315k | 1.4k | 222.14 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $299k | 7.2k | 41.26 | |
| Cardinal Health (CAH) | 0.3 | $288k | 5.4k | 53.52 | |
| V.F. Corporation (VFC) | 0.3 | $280k | 3.3k | 85.47 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $277k | 4.1k | 68.21 | |
| Medtronic SHS (MDT) | 0.3 | $265k | 2.3k | 117.15 | |
| Automatic Data Processing (ADP) | 0.3 | $265k | 1.5k | 175.96 | |
| McDonald's Corporation (MCD) | 0.3 | $255k | 1.2k | 214.65 | |
| Coca-Cola Company (KO) | 0.2 | $252k | 4.6k | 54.78 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $227k | 4.4k | 51.29 | |
| Lowe's Companies (LOW) | 0.2 | $216k | 1.3k | 160.59 | |
| Becton, Dickinson and (BDX) | 0.2 | $211k | 843.00 | 250.30 | |
| Verizon Communications (VZ) | 0.2 | $206k | 3.5k | 58.79 | |
| People's United Financial | 0.2 | $198k | 15k | 12.91 |
