Guardian Wealth Advisors as of March 31, 2021
Portfolio Holdings for Guardian Wealth Advisors
Guardian Wealth Advisors holds 64 positions in its portfolio as reported in the March 2021 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) | 11.7 | $13M | 32k | 396.32 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 9.6 | $10M | 212k | 49.11 | |
Ishares Tr Russell 2000 Etf (IWM) | 9.6 | $10M | 47k | 220.94 | |
Ishares Tr S&p 500 Val Etf (IVE) | 6.2 | $6.7M | 47k | 141.24 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 5.1 | $5.5M | 85k | 65.11 | |
Ishares Tr Pfd And Incm Sec (PFF) | 5.0 | $5.4M | 140k | 38.40 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 4.3 | $4.7M | 18k | 260.26 | |
Spdr Ser Tr Bloomberg Srt Tr (SJNK) | 4.3 | $4.6M | 169k | 27.33 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.2 | $4.6M | 14k | 319.09 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 3.6 | $3.9M | 52k | 73.94 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.5 | $3.8M | 73k | 52.06 | |
Ishares Tr Blackrock Ultra (ICSH) | 2.8 | $3.1M | 61k | 50.52 | |
Invesco Exch Trd Slf Idx Bulshs 2022 Cb | 2.1 | $2.3M | 106k | 21.64 | |
C H Robinson Worldwide Com New (CHRW) | 1.8 | $1.9M | 20k | 95.41 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 1.7 | $1.8M | 36k | 50.18 | |
3M Company (MMM) | 1.6 | $1.7M | 8.8k | 192.62 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.1 | $1.2M | 22k | 54.69 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $1.0M | 4.5k | 221.34 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.8 | $905k | 10k | 87.18 | |
Johnson & Johnson (JNJ) | 0.8 | $903k | 5.5k | 164.30 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $817k | 7.2k | 113.77 | |
Cincinnati Financial Corporation (CINF) | 0.7 | $788k | 7.6k | 103.09 | |
Abbvie (ABBV) | 0.7 | $788k | 7.3k | 108.23 | |
Clorox Company (CLX) | 0.7 | $746k | 3.9k | 192.91 | |
Ecolab (ECL) | 0.7 | $741k | 3.5k | 214.10 | |
Invesco Exch Trd Slf Idx Bulshs 2021 Cb | 0.7 | $702k | 33k | 21.13 | |
SYSCO Corporation (SYY) | 0.6 | $641k | 8.1k | 78.75 | |
Walgreen Boots Alliance (WBA) | 0.6 | $618k | 11k | 54.87 | |
At&t (T) | 0.6 | $612k | 20k | 30.28 | |
Pepsi (PEP) | 0.6 | $595k | 4.2k | 141.46 | |
Ishares Tr Short Treas Bd (SHV) | 0.5 | $590k | 5.3k | 110.57 | |
S&p Global (SPGI) | 0.5 | $589k | 1.7k | 352.69 | |
Chevron Corporation (CVX) | 0.5 | $589k | 5.6k | 104.71 | |
Apple (AAPL) | 0.5 | $565k | 4.6k | 122.14 | |
Emerson Electric (EMR) | 0.5 | $562k | 6.2k | 90.24 | |
Gra (GGG) | 0.5 | $556k | 7.8k | 71.62 | |
Abbott Laboratories (ABT) | 0.5 | $556k | 4.6k | 119.85 | |
General Mills (GIS) | 0.5 | $532k | 8.7k | 61.36 | |
Hormel Foods Corporation (HRL) | 0.5 | $527k | 11k | 47.77 | |
Amazon (AMZN) | 0.5 | $520k | 168.00 | 3095.24 | |
Leggett & Platt (LEG) | 0.5 | $505k | 11k | 45.64 | |
T. Rowe Price (TROW) | 0.5 | $492k | 2.9k | 171.61 | |
Target Corporation (TGT) | 0.4 | $475k | 2.4k | 198.00 | |
Exxon Mobil Corporation (XOM) | 0.4 | $429k | 7.7k | 55.86 | |
Air Products & Chemicals (APD) | 0.4 | $414k | 1.5k | 281.44 | |
Consolidated Edison (ED) | 0.4 | $412k | 5.5k | 74.87 | |
UnitedHealth (UNH) | 0.4 | $410k | 1.1k | 371.71 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $398k | 2.9k | 138.97 | |
Procter & Gamble Company (PG) | 0.4 | $393k | 2.9k | 135.56 | |
Stanley Black & Decker (SWK) | 0.3 | $367k | 1.8k | 199.89 | |
Cardinal Health (CAH) | 0.3 | $349k | 5.8k | 60.67 | |
Microsoft Corporation (MSFT) | 0.3 | $331k | 1.4k | 235.92 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $297k | 4.0k | 74.51 | |
People's United Financial | 0.3 | $290k | 16k | 17.88 | |
Automatic Data Processing (ADP) | 0.3 | $276k | 1.5k | 188.14 | |
V.F. Corporation (VFC) | 0.2 | $264k | 3.3k | 79.85 | |
Medtronic SHS (MDT) | 0.2 | $263k | 2.2k | 118.10 | |
McDonald's Corporation (MCD) | 0.2 | $260k | 1.2k | 223.94 | |
Coca-Cola Company (KO) | 0.2 | $242k | 4.6k | 52.61 | |
Lowe's Companies (LOW) | 0.2 | $241k | 1.3k | 190.06 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $214k | 2.5k | 86.19 | |
Verizon Communications (VZ) | 0.2 | $211k | 3.6k | 58.08 | |
Becton, Dickinson and (BDX) | 0.2 | $204k | 839.00 | 243.15 | |
Genuine Parts Company (GPC) | 0.2 | $204k | 1.8k | 115.45 |