Guardian Wealth Advisors as of June 30, 2021
Portfolio Holdings for Guardian Wealth Advisors
Guardian Wealth Advisors holds 67 positions in its portfolio as reported in the June 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 | $14M | 32k | 428.06 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 9.5 | $11M | 214k | 51.52 | |
Ishares Tr Russell 2000 Etf (IWM) | 9.4 | $11M | 47k | 229.37 | |
Ishares Tr S&p 500 Val Etf (IVE) | 6.1 | $7.1M | 48k | 147.64 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 5.3 | $6.1M | 84k | 72.72 | |
Ishares Tr Pfd And Incm Sec (PFF) | 5.0 | $5.7M | 146k | 39.34 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.6 | $5.3M | 15k | 354.39 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 4.2 | $4.8M | 18k | 268.75 | |
Spdr Ser Tr Bloomberg Srt Tr (SJNK) | 4.2 | $4.8M | 175k | 27.58 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 3.8 | $4.3M | 55k | 79.24 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.4 | $4.0M | 73k | 54.31 | |
Ishares Tr Blackrock Ultra (ICSH) | 2.9 | $3.4M | 67k | 50.53 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 2.6 | $3.0M | 60k | 50.16 | |
Invesco Exch Trd Slf Idx Bulshs 2022 Cb | 2.0 | $2.3M | 106k | 21.59 | |
C H Robinson Worldwide Com New (CHRW) | 1.6 | $1.9M | 20k | 93.68 | |
3M Company (MMM) | 1.5 | $1.7M | 8.7k | 198.67 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.0 | $1.2M | 22k | 54.81 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.9 | $1.1M | 12k | 88.02 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $1.1M | 4.5k | 237.30 | |
Johnson & Johnson (JNJ) | 0.8 | $912k | 5.5k | 164.68 | |
Cincinnati Financial Corporation (CINF) | 0.8 | $873k | 7.5k | 116.62 | |
Abbvie (ABBV) | 0.7 | $807k | 7.2k | 112.65 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $777k | 6.7k | 115.38 | |
Ecolab (ECL) | 0.6 | $703k | 3.4k | 205.86 | |
Clorox Company (CLX) | 0.6 | $701k | 3.9k | 179.93 | |
S&p Global (SPGI) | 0.6 | $673k | 1.6k | 410.62 | |
Apple (AAPL) | 0.5 | $630k | 4.6k | 136.93 | |
SYSCO Corporation (SYY) | 0.5 | $627k | 8.1k | 77.78 | |
Pepsi (PEP) | 0.5 | $618k | 4.2k | 148.24 | |
Walgreen Boots Alliance (WBA) | 0.5 | $612k | 12k | 52.65 | |
Chevron Corporation (CVX) | 0.5 | $591k | 5.6k | 104.73 | |
Ishares Tr Short Treas Bd (SHV) | 0.5 | $590k | 5.3k | 110.57 | |
Gra (GGG) | 0.5 | $588k | 7.8k | 75.74 | |
At&t (T) | 0.5 | $584k | 20k | 28.77 | |
Leggett & Platt (LEG) | 0.5 | $580k | 11k | 51.80 | |
Amazon (AMZN) | 0.5 | $578k | 168.00 | 3440.48 | |
Emerson Electric (EMR) | 0.5 | $577k | 6.0k | 96.23 | |
T. Rowe Price (TROW) | 0.5 | $561k | 2.8k | 197.95 | |
Target Corporation (TGT) | 0.5 | $560k | 2.3k | 241.80 | |
Abbott Laboratories (ABT) | 0.5 | $543k | 4.7k | 115.93 | |
General Mills (GIS) | 0.5 | $539k | 8.9k | 60.88 | |
Exxon Mobil Corporation (XOM) | 0.5 | $526k | 8.3k | 63.05 | |
Hormel Foods Corporation (HRL) | 0.5 | $525k | 11k | 47.77 | |
UnitedHealth (UNH) | 0.4 | $422k | 1.1k | 400.76 | |
Air Products & Chemicals (APD) | 0.4 | $418k | 1.5k | 287.88 | |
Consolidated Edison (ED) | 0.4 | $409k | 5.7k | 71.69 | |
Procter & Gamble Company (PG) | 0.3 | $391k | 2.9k | 135.01 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $391k | 2.9k | 133.63 | |
Microsoft Corporation (MSFT) | 0.3 | $376k | 1.4k | 270.89 | |
Stanley Black & Decker (SWK) | 0.3 | $371k | 1.8k | 205.20 | |
Cardinal Health (CAH) | 0.3 | $336k | 5.9k | 57.16 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $309k | 4.0k | 78.17 | |
Automatic Data Processing (ADP) | 0.2 | $283k | 1.4k | 198.88 | |
People's United Financial | 0.2 | $280k | 16k | 17.17 | |
Medtronic SHS (MDT) | 0.2 | $277k | 2.2k | 124.27 | |
McDonald's Corporation (MCD) | 0.2 | $266k | 1.2k | 231.30 | |
Invesco Exch Trd Slf Idx Bulshs 2021 Cb | 0.2 | $264k | 13k | 21.10 | |
V.F. Corporation (VFC) | 0.2 | $262k | 3.2k | 82.03 | |
Lowe's Companies (LOW) | 0.2 | $259k | 1.3k | 194.30 | |
Coca-Cola Company (KO) | 0.2 | $247k | 4.6k | 54.21 | |
Genuine Parts Company (GPC) | 0.2 | $223k | 1.8k | 126.27 | |
Archer Daniels Midland Company (ADM) | 0.2 | $219k | 3.6k | 60.66 | |
Nucor Corporation (NUE) | 0.2 | $213k | 2.2k | 95.73 | |
Verizon Communications (VZ) | 0.2 | $212k | 3.8k | 56.07 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $210k | 756.00 | 277.78 | |
Becton, Dickinson and (BDX) | 0.2 | $203k | 836.00 | 242.82 | |
Amcor Ord (AMCR) | 0.1 | $129k | 11k | 11.42 |