Guardian Wealth Advisors

Guardian Wealth Advisors as of March 31, 2023

Portfolio Holdings for Guardian Wealth Advisors

Guardian Wealth Advisors holds 69 positions in its portfolio as reported in the March 2023 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) 13.0 $17M 40k 409.39
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.3 $14M 319k 45.17
Ishares Tr Russell 2000 Etf (IWM) 9.5 $12M 68k 178.40
Ishares Tr S&p 500 Val Etf (IVE) 7.7 $9.8M 64k 151.76
Ishares Tr S&p 500 Grwt Etf (IVW) 7.3 $9.4M 147k 63.89
Ishares Tr Core S&p Mcp Etf (IJH) 6.3 $8.1M 32k 250.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.0 $6.3M 20k 320.92
Spdr Ser Tr Bloomberg Sht Te (SJNK) 3.6 $4.6M 184k 24.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $4.4M 110k 40.40
Ishares U S Etf Tr Blackrock St Mat (NEAR) 2.9 $3.7M 75k 49.60
Ishares Tr Rus Mid Cap Etf (IWR) 2.9 $3.6M 52k 69.92
Ishares Tr Pfd And Incm Sec (PFF) 2.4 $3.1M 98k 31.22
Ishares Tr Blackrock Ultra (ICSH) 1.9 $2.5M 50k 50.25
C H Robinson Worldwide Com New (CHRW) 1.4 $1.8M 18k 99.37
Abbvie (ABBV) 0.9 $1.1M 7.0k 159.36
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $937k 4.4k 210.90
Johnson & Johnson (JNJ) 0.7 $926k 6.0k 154.99
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $901k 12k 75.55
Cincinnati Financial Corporation (CINF) 0.7 $847k 7.6k 112.07
General Mills (GIS) 0.7 $846k 9.9k 85.46
Exxon Mobil Corporation (XOM) 0.7 $831k 7.6k 109.65
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.6 $828k 17k 50.32
Chevron Corporation (CVX) 0.6 $812k 5.0k 163.16
3M Company (MMM) 0.6 $805k 7.7k 105.11
Pepsi (PEP) 0.6 $802k 4.4k 182.29
Clorox Company (CLX) 0.5 $682k 4.3k 158.23
S&p Global (SPGI) 0.5 $659k 1.9k 344.86
Apple (AAPL) 0.5 $648k 3.9k 164.90
Target Corporation (TGT) 0.5 $642k 3.9k 165.63
SYSCO Corporation (SYY) 0.5 $639k 8.3k 77.23
T. Rowe Price (TROW) 0.5 $638k 5.7k 112.89
Ecolab (ECL) 0.5 $622k 3.8k 165.54
Cardinal Health (CAH) 0.5 $607k 8.0k 75.50
Abbott Laboratories (ABT) 0.5 $597k 5.9k 101.25
Consolidated Edison (ED) 0.5 $584k 6.1k 95.67
Gra (GGG) 0.4 $549k 7.5k 73.01
Procter & Gamble Company (PG) 0.4 $544k 3.7k 148.70
Emerson Electric (EMR) 0.4 $513k 5.9k 87.14
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $492k 3.2k 154.01
UnitedHealth (UNH) 0.4 $489k 1.0k 472.68
Air Products & Chemicals (APD) 0.4 $467k 1.6k 287.22
Hormel Foods Corporation (HRL) 0.3 $439k 11k 39.88
Lowe's Companies (LOW) 0.3 $421k 2.1k 200.00
Kimberly-Clark Corporation (KMB) 0.3 $416k 3.1k 134.22
Leggett & Platt (LEG) 0.3 $413k 13k 31.88
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $393k 7.8k 50.54
Microsoft Corporation (MSFT) 0.3 $384k 1.3k 288.31
Amazon (AMZN) 0.3 $361k 3.5k 103.29
Automatic Data Processing (ADP) 0.3 $340k 1.5k 222.59
Walgreen Boots Alliance (WBA) 0.3 $331k 9.6k 34.58
Genuine Parts Company (GPC) 0.3 $328k 2.0k 167.33
McDonald's Corporation (MCD) 0.2 $315k 1.1k 279.61
Stanley Black & Decker (SWK) 0.2 $313k 3.9k 80.58
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $300k 4.4k 67.85
Archer Daniels Midland Company (ADM) 0.2 $289k 3.6k 79.66
Coca-Cola Company (KO) 0.2 $262k 4.2k 62.02
V.F. Corporation (VFC) 0.2 $255k 11k 22.91
Medtronic SHS (MDT) 0.2 $254k 3.1k 80.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $252k 1.2k 204.10
Nucor Corporation (NUE) 0.2 $245k 1.6k 154.46
International Business Machines (IBM) 0.2 $245k 1.9k 131.08
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $244k 2.7k 91.24
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $242k 2.4k 99.65
Becton, Dickinson and (BDX) 0.2 $232k 936.00 247.54
Verizon Communications (VZ) 0.2 $226k 5.8k 38.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $208k 674.00 308.77
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $205k 5.9k 34.80
Expeditors International of Washington (EXPD) 0.2 $203k 1.8k 110.10
Amcor Ord (AMCR) 0.1 $132k 12k 11.38