Guardian Wealth Advisors as of Dec. 31, 2022
Portfolio Holdings for Guardian Wealth Advisors
Guardian Wealth Advisors holds 64 positions in its portfolio as reported in the December 2022 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) | 12.7 | $14M | 38k | 382.43 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 10.7 | $12M | 288k | 41.97 | |
Ishares Tr Russell 2000 Etf (IWM) | 9.5 | $11M | 61k | 174.36 | |
Ishares Tr S&p 500 Val Etf (IVE) | 7.4 | $8.3M | 58k | 145.07 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 6.6 | $7.5M | 128k | 58.50 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 6.0 | $6.7M | 28k | 241.89 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.2 | $4.7M | 18k | 266.28 | |
Spdr Ser Tr Bloomberg Sht Te (SJNK) | 4.0 | $4.5M | 185k | 24.24 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 3.6 | $4.0M | 82k | 49.27 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.4 | $3.8M | 97k | 38.98 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 3.1 | $3.5M | 52k | 67.45 | |
Ishares Tr Blackrock Ultra (ICSH) | 2.7 | $3.1M | 62k | 50.04 | |
Ishares Tr Pfd And Incm Sec (PFF) | 2.7 | $3.1M | 101k | 30.53 | |
C H Robinson Worldwide Com New (CHRW) | 1.5 | $1.7M | 18k | 91.56 | |
Abbvie (ABBV) | 0.9 | $1.1M | 6.6k | 161.61 | |
Johnson & Johnson (JNJ) | 0.9 | $1.0M | 5.7k | 176.66 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $918k | 4.5k | 203.80 | |
3M Company (MMM) | 0.8 | $917k | 7.6k | 119.92 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.8 | $878k | 12k | 73.63 | |
Chevron Corporation (CVX) | 0.8 | $869k | 4.8k | 179.48 | |
Exxon Mobil Corporation (XOM) | 0.7 | $796k | 7.2k | 110.30 | |
General Mills (GIS) | 0.7 | $783k | 9.3k | 83.85 | |
Cincinnati Financial Corporation (CINF) | 0.7 | $746k | 7.3k | 102.38 | |
Pepsi (PEP) | 0.7 | $734k | 4.1k | 180.68 | |
SYSCO Corporation (SYY) | 0.5 | $603k | 7.9k | 76.45 | |
Clorox Company (CLX) | 0.5 | $602k | 4.3k | 140.33 | |
S&p Global (SPGI) | 0.5 | $582k | 1.7k | 335.01 | |
Abbott Laboratories (ABT) | 0.5 | $581k | 5.3k | 109.79 | |
T. Rowe Price (TROW) | 0.5 | $569k | 5.2k | 109.07 | |
Emerson Electric (EMR) | 0.5 | $563k | 5.9k | 96.06 | |
Cardinal Health (CAH) | 0.5 | $555k | 7.2k | 76.86 | |
UnitedHealth (UNH) | 0.5 | $549k | 1.0k | 530.22 | |
Consolidated Edison (ED) | 0.5 | $547k | 5.7k | 95.30 | |
Target Corporation (TGT) | 0.5 | $542k | 3.6k | 149.05 | |
Apple (AAPL) | 0.5 | $515k | 4.0k | 129.93 | |
Gra (GGG) | 0.4 | $506k | 7.5k | 67.26 | |
Hormel Foods Corporation (HRL) | 0.4 | $502k | 11k | 45.55 | |
Ecolab (ECL) | 0.4 | $500k | 3.4k | 145.55 | |
Air Products & Chemicals (APD) | 0.4 | $485k | 1.6k | 308.33 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $485k | 3.2k | 151.86 | |
Procter & Gamble Company (PG) | 0.4 | $480k | 3.2k | 151.57 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $461k | 9.3k | 49.82 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.4 | $399k | 8.0k | 50.13 | |
Leggett & Platt (LEG) | 0.4 | $398k | 12k | 32.23 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $379k | 2.8k | 135.75 | |
Lowe's Companies (LOW) | 0.3 | $375k | 1.9k | 199.29 | |
Walgreen Boots Alliance (WBA) | 0.3 | $352k | 9.4k | 37.36 | |
Automatic Data Processing (ADP) | 0.3 | $336k | 1.4k | 238.85 | |
Archer Daniels Midland Company (ADM) | 0.3 | $335k | 3.6k | 92.84 | |
Microsoft Corporation (MSFT) | 0.3 | $319k | 1.3k | 239.74 | |
Amazon (AMZN) | 0.3 | $293k | 3.5k | 84.00 | |
Genuine Parts Company (GPC) | 0.3 | $286k | 1.6k | 173.49 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $282k | 4.3k | 65.61 | |
McDonald's Corporation (MCD) | 0.2 | $281k | 1.1k | 263.51 | |
Stanley Black & Decker (SWK) | 0.2 | $259k | 3.5k | 75.12 | |
Coca-Cola Company (KO) | 0.2 | $249k | 3.9k | 63.60 | |
V.F. Corporation (VFC) | 0.2 | $238k | 8.6k | 27.61 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $236k | 1.2k | 191.19 | |
Pfizer (PFE) | 0.2 | $235k | 4.6k | 51.24 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $226k | 2.3k | 96.99 | |
Becton, Dickinson and (BDX) | 0.2 | $219k | 859.00 | 254.35 | |
Verizon Communications (VZ) | 0.2 | $213k | 5.4k | 39.40 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $208k | 674.00 | 308.90 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $203k | 2.3k | 89.98 |