Guardian Wealth Advisors

Latest statistics and disclosures from Guardian Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Guardian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Guardian Wealth Advisors

Companies in the Guardian Wealth Advisors portfolio as of 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 -97% 32k 428.06
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.5 $11M -93% 214k 51.52
Ishares Tr Russell 2000 Etf (IWM) 9.4 $11M -37% 47k 229.37
Ishares Tr S&p 500 Val Etf (IVE) 6.1 $7.1M +2656% 48k 147.64
Ishares Tr S&p 500 Grwt Etf (IVW) 5.3 $6.1M +565% 84k 72.72
Ishares Tr Pfd And Incm Sec (PFF) 5.0 $5.7M NEW 146k 39.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.6 $5.3M +435% 15k 354.39
Ishares Tr Core S&p Mcp Etf (IJH) 4.2 $4.8M +434% 18k 268.75
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 4.2 $4.8M NEW 175k 27.58
Ishares Tr Rus Mid Cap Etf (IWR) 3.8 $4.3M NEW 55k 79.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $4.0M -97% 73k 54.31
Ishares Tr Blackrock Ultra (ICSH) 2.9 $3.4M NEW 67k 50.53
Ishares U S Etf Tr Blackrock St Mat (NEAR) 2.6 $3.0M NEW 60k 50.16
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 2.0 $2.3M +488% 106k 21.59

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C H Robinson Worldwide Com New (CHRW) 1.6 $1.9M NEW 20k 93.68
3M Company (MMM) 1.5 $1.7M -7% 8.7k 198.67
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.0 $1.2M NEW 22k 54.81
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $1.1M NEW 12k 88.02
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $1.1M -13% 4.5k 237.30
Johnson & Johnson (JNJ) 0.8 $912k -93% 5.5k 164.68
Cincinnati Financial Corporation (CINF) 0.8 $873k NEW 7.5k 116.62
Abbvie (ABBV) 0.7 $807k -67% 7.2k 112.65
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $777k -94% 6.7k 115.38
Ecolab (ECL) 0.6 $703k NEW 3.4k 205.86
Clorox Company (CLX) 0.6 $701k +73% 3.9k 179.93
S&p Global (SPGI) 0.6 $673k NEW 1.6k 410.62
Apple (AAPL) 0.5 $630k -98% 4.6k 136.93
SYSCO Corporation (SYY) 0.5 $627k NEW 8.1k 77.78
Pepsi (PEP) 0.5 $618k -65% 4.2k 148.24
Walgreen Boots Alliance (WBA) 0.5 $612k +176% 12k 52.65
Chevron Corporation (CVX) 0.5 $591k -84% 5.6k 104.73
Ishares Tr Short Treas Bd (SHV) 0.5 $590k -43% 5.3k 110.57
Gra (GGG) 0.5 $588k NEW 7.8k 75.74
At&t (T) 0.5 $584k -62% 20k 28.77
Leggett & Platt (LEG) 0.5 $580k NEW 11k 51.80
Amazon (AMZN) 0.5 $578k -95% 168.00 3440.48
Emerson Electric (EMR) 0.5 $577k +394% 6.0k 96.23
T. Rowe Price (TROW) 0.5 $561k +211% 2.8k 197.95
Target Corporation (TGT) 0.5 $560k -10% 2.3k 241.80
Abbott Laboratories (ABT) 0.5 $543k -79% 4.7k 115.93
General Mills (GIS) 0.5 $539k +274% 8.9k 60.88
Exxon Mobil Corporation (XOM) 0.5 $526k -91% 8.3k 63.05
Hormel Foods Corporation (HRL) 0.5 $525k NEW 11k 47.77
UnitedHealth (UNH) 0.4 $422k -72% 1.1k 400.76
Air Products & Chemicals (APD) 0.4 $418k -19% 1.5k 287.88
Consolidated Edison (ED) 0.4 $409k NEW 5.7k 71.69
Procter & Gamble Company (PG) 0.3 $391k -91% 2.9k 135.01
Kimberly-Clark Corporation (KMB) 0.3 $391k -12% 2.9k 133.63
Microsoft Corporation (MSFT) 0.3 $376k -99% 1.4k 270.89
Stanley Black & Decker (SWK) 0.3 $371k NEW 1.8k 205.20
Cardinal Health (CAH) 0.3 $336k NEW 5.9k 57.16
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $309k NEW 4.0k 78.17
Automatic Data Processing (ADP) 0.2 $283k -57% 1.4k 198.88
People's United Financial (PBCT) 0.2 $280k NEW 16k 17.17
Medtronic SHS (MDT) 0.2 $277k +15% 2.2k 124.27
McDonald's Corporation (MCD) 0.2 $266k -89% 1.2k 231.30
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 0.2 $264k -62% 13k 21.10
V.F. Corporation (VFC) 0.2 $262k NEW 3.2k 82.03
Lowe's Companies (LOW) 0.2 $259k -85% 1.3k 194.30
Coca-Cola Company (KO) 0.2 $247k -88% 4.6k 54.21
Genuine Parts Company (GPC) 0.2 $223k NEW 1.8k 126.27
Archer Daniels Midland Company (ADM) 0.2 $219k -2% 3.6k 60.66
Nucor Corporation (NUE) 0.2 $213k NEW 2.2k 95.73
Verizon Communications (VZ) 0.2 $212k -89% 3.8k 56.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $210k -95% 756.00 277.78
Becton, Dickinson and (BDX) 0.2 $203k +16% 836.00 242.82
Amcor Ord (AMCR) 0.1 $129k NEW 11k 11.42

Past Filings by Guardian Wealth Advisors

SEC 13F filings are viewable for Guardian Wealth Advisors going back to 2021