Guardian Wealth Advisors
Latest statistics and disclosures from Guardian Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VEA, IWM, IJH, IVW, and represent 50.00% of Guardian Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPYV, SPYG, IJH, VEA, EMXC, CTAS, JPST, SHW, BSX, BDX.
- Started 4 new stock positions in SHW, EMXC, BDX, BSX.
- Reduced shares in these 10 stocks: IVW, QQQ, SPY, IWR, IVE, VZ, NOBL, GOOG, AMZN, SJNK.
- Sold out of its positions in GOOG, VZ.
- Guardian Wealth Advisors was a net seller of stock by $-2.0M.
- Guardian Wealth Advisors has $162M in assets under management (AUM), dropping by 5.37%.
- Central Index Key (CIK): 0001858828
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Portfolio Holdings for Guardian Wealth Advisors
Guardian Wealth Advisors holds 82 positions in its portfolio as reported in the September 2024 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) | 13.9 | $23M | -3% | 39k | 573.76 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 11.3 | $18M | 347k | 52.81 |
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| Ishares Tr Russell 2000 Etf (IWM) | 10.0 | $16M | 73k | 220.89 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 7.5 | $12M | +4% | 195k | 62.32 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 7.4 | $12M | -7% | 124k | 95.75 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 7.1 | $11M | -4% | 58k | 197.17 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.2 | $8.4M | -9% | 17k | 488.06 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.3 | $5.4M | -2% | 113k | 47.85 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 2.8 | $4.5M | -3% | 174k | 25.75 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 2.0 | $3.2M | -14% | 37k | 88.14 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 1.9 | $3.1M | 61k | 51.24 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.8 | $2.9M | +2% | 88k | 33.23 |
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| Ishares Tr Blackrock Ultra (ICSH) | 1.3 | $2.1M | 41k | 50.74 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.2 | $2.0M | +62% | 38k | 52.86 |
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| C H Robinson Worldwide Com New (CHRW) | 1.1 | $1.8M | -8% | 17k | 110.37 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.1 | $1.8M | +54% | 22k | 82.94 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.0 | $1.7M | +17% | 33k | 50.74 |
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| Abbvie (ABBV) | 0.8 | $1.3M | 6.7k | 197.49 |
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| S&p Global (SPGI) | 0.6 | $973k | 1.9k | 516.50 |
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| Cincinnati Financial Corporation (CINF) | 0.6 | $961k | -6% | 7.1k | 136.13 |
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| Johnson & Johnson (JNJ) | 0.6 | $929k | -3% | 5.7k | 162.05 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $888k | -2% | 3.4k | 263.82 |
|
| Chevron Corporation (CVX) | 0.5 | $884k | +3% | 6.0k | 147.28 |
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| 3M Company (MMM) | 0.5 | $878k | -8% | 6.4k | 136.69 |
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| Apple (AAPL) | 0.5 | $868k | +10% | 3.7k | 233.00 |
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| Cardinal Health (CAH) | 0.5 | $830k | 7.5k | 110.53 |
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| Ecolab (ECL) | 0.5 | $828k | 3.2k | 255.36 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $828k | 7.1k | 117.22 |
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| Pepsi (PEP) | 0.5 | $817k | +5% | 4.8k | 170.06 |
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| Lowe's Companies (LOW) | 0.5 | $759k | 2.8k | 270.85 |
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| General Mills (GIS) | 0.5 | $748k | 10k | 73.85 |
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| Abbott Laboratories (ABT) | 0.4 | $702k | 6.2k | 114.00 |
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| Procter & Gamble Company (PG) | 0.4 | $701k | +2% | 4.0k | 173.20 |
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| T. Rowe Price (TROW) | 0.4 | $686k | +4% | 6.3k | 108.92 |
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| UnitedHealth (UNH) | 0.4 | $661k | -3% | 1.1k | 584.65 |
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| Consolidated Edison (ED) | 0.4 | $660k | +2% | 6.3k | 104.13 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $659k | -13% | 8.2k | 80.30 |
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| Gra (GGG) | 0.4 | $658k | 7.5k | 87.51 |
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| Target Corporation (TGT) | 0.4 | $639k | -4% | 4.1k | 155.87 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $635k | 3.2k | 198.04 |
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| Microsoft Corporation (MSFT) | 0.3 | $543k | 1.3k | 430.22 |
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| Clorox Company (CLX) | 0.3 | $537k | -13% | 3.3k | 162.91 |
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| SYSCO Corporation (SYY) | 0.3 | $534k | -9% | 6.8k | 78.06 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $516k | 13k | 41.12 |
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| International Business Machines (IBM) | 0.3 | $504k | 2.3k | 221.12 |
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| Emerson Electric (EMR) | 0.3 | $489k | -11% | 4.5k | 109.38 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $488k | 1.7k | 283.16 |
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| Amazon (AMZN) | 0.3 | $487k | -25% | 2.6k | 186.33 |
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| Genuine Parts Company (GPC) | 0.3 | $484k | +2% | 3.5k | 139.67 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $424k | +6% | 734.00 | 577.06 |
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| Automatic Data Processing (ADP) | 0.3 | $417k | 1.5k | 276.79 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $404k | 766.00 | 527.60 |
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| Air Products & Chemicals (APD) | 0.2 | $402k | -17% | 1.4k | 297.78 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $391k | 2.7k | 142.26 |
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| Stanley Black & Decker (SWK) | 0.2 | $387k | 3.5k | 110.12 |
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| Cintas Corporation (CTAS) | 0.2 | $348k | +299% | 1.7k | 205.86 |
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| McDonald's Corporation (MCD) | 0.2 | $338k | 1.1k | 304.41 |
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| Medtronic SHS (MDT) | 0.2 | $333k | 3.7k | 90.02 |
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| Chubb (CB) | 0.2 | $322k | 1.1k | 288.27 |
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| Wal-Mart Stores (WMT) | 0.2 | $312k | +4% | 3.9k | 80.75 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $310k | -20% | 3.7k | 83.10 |
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| Pentair SHS (PNR) | 0.2 | $306k | -4% | 3.1k | 97.80 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $290k | 629.00 | 460.26 |
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| Coca-Cola Company (KO) | 0.2 | $284k | 3.9k | 71.85 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $280k | NEW | 4.6k | 61.11 |
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| Expeditors International of Washington (EXPD) | 0.2 | $269k | +5% | 2.1k | 131.41 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $268k | -3% | 5.1k | 52.66 |
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| AFLAC Incorporated (AFL) | 0.2 | $263k | -7% | 2.3k | 111.81 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $259k | -48% | 2.4k | 106.78 |
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| Hormel Foods Corporation (HRL) | 0.2 | $256k | -17% | 8.1k | 31.70 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $240k | 8.2k | 29.18 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $234k | 3.4k | 67.86 |
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| Sherwin-Williams Company (SHW) | 0.1 | $228k | NEW | 598.00 | 381.94 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $224k | 4.1k | 54.68 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $224k | 4.9k | 45.51 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $222k | +4% | 2.0k | 110.63 |
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| Costco Wholesale Corporation (COST) | 0.1 | $215k | 243.00 | 886.52 |
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| Nucor Corporation (NUE) | 0.1 | $209k | 1.4k | 150.39 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $209k | 3.5k | 59.74 |
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| Boston Scientific Corporation (BSX) | 0.1 | $204k | NEW | 2.4k | 83.80 |
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| Becton, Dickinson and (BDX) | 0.1 | $201k | NEW | 832.00 | 241.22 |
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| Amcor Ord (AMCR) | 0.1 | $159k | -16% | 14k | 11.33 |
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Past Filings by Guardian Wealth Advisors
SEC 13F filings are viewable for Guardian Wealth Advisors going back to 2021
- Guardian Wealth Advisors 2024 Q3 filed Nov. 7, 2024
- Guardian Wealth Advisors 2024 Q2 filed Aug. 8, 2024
- Guardian Wealth Advisors 2024 Q1 filed April 29, 2024
- Guardian Wealth Advisors 2023 Q4 filed Feb. 9, 2024
- Guardian Wealth Advisors 2023 Q3 filed Oct. 30, 2023
- Guardian Wealth Advisors 2023 Q2 filed Aug. 8, 2023
- Guardian Wealth Advisors 2023 Q1 restated filed May 18, 2023
- Guardian Wealth Advisors 2022 Q3 restated filed May 18, 2023
- Guardian Wealth Advisors 2023 Q1 filed May 3, 2023
- Guardian Wealth Advisors 2022 Q4 filed Feb. 3, 2023
- Guardian Wealth Advisors 2022 Q3 filed Nov. 9, 2022
- Guardian Wealth Advisors 2022 Q2 filed Aug. 12, 2022
- Guardian Wealth Advisors 2022 Q1 filed May 11, 2022
- Guardian Wealth Advisors 2021 Q4 filed Feb. 3, 2022
- Guardian Wealth Advisors 2021 Q3 filed Nov. 10, 2021
- Guardian Wealth Advisors 2021 Q2 filed July 28, 2021