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, IVW, IVE, and represent 50.20% of Guardian Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$8.9M), SPYG, SPYV, SCHF, WMT, SPMD, SCHX, SPSM, SHW, SCHE.
- Started 7 new stock positions in SHW, SPYG, SPMD, SCHX, SCHE, SPSM, WMT.
- Reduced shares in these 10 stocks: IVW, IVE, SPY, LEG, QQQ, VO, NEAR, IWM, IWR, HYG.
- Sold out of its position in LEG.
- Guardian Wealth Advisors was a net buyer of stock by $9.6M.
- Guardian Wealth Advisors has $154M in assets under management (AUM), dropping by 7.31%.
- Central Index Key (CIK): 0001858828
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Portfolio Holdings for Guardian Wealth Advisors
Guardian Wealth Advisors holds 80 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 13.8 | $21M | 41k | 523.07 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 11.2 | $17M | 343k | 50.17 |
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Ishares Tr Russell 2000 Etf (IWM) | 10.0 | $15M | 73k | 210.30 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 7.6 | $12M | -5% | 139k | 84.44 |
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Ishares Tr S&p 500 Val Etf (IVE) | 7.5 | $12M | -5% | 62k | 186.81 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 7.2 | $11M | +406% | 183k | 60.74 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.5 | $8.5M | -2% | 19k | 444.01 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.2 | $4.9M | +2% | 116k | 41.77 |
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Spdr Ser Tr Bloomberg Sht Te (SJNK) | 3.0 | $4.6M | 182k | 25.22 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 2.6 | $4.0M | -3% | 48k | 84.09 |
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 1.9 | $3.0M | -6% | 59k | 50.46 |
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Ishares Tr Pfd And Incm Sec (PFF) | 1.8 | $2.8M | 86k | 32.23 |
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Ishares Tr Blackrock Ultra (ICSH) | 1.3 | $2.1M | -4% | 41k | 50.56 |
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C H Robinson Worldwide Com New (CHRW) | 0.9 | $1.4M | 18k | 76.14 |
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Abbvie (ABBV) | 0.8 | $1.2M | -2% | 6.8k | 182.09 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.7 | $1.1M | +4% | 22k | 50.45 |
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.6 | $992k | +284% | 20k | 50.10 |
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Cincinnati Financial Corporation (CINF) | 0.6 | $947k | 7.6k | 124.16 |
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Johnson & Johnson (JNJ) | 0.6 | $947k | +5% | 6.0k | 158.19 |
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Chevron Corporation (CVX) | 0.6 | $916k | +11% | 5.8k | 157.74 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.6 | $873k | NEW | 12k | 73.15 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $866k | -20% | 3.5k | 249.84 |
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Cardinal Health (CAH) | 0.6 | $863k | -6% | 7.7k | 111.91 |
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Exxon Mobil Corporation (XOM) | 0.5 | $832k | 7.2k | 116.24 |
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S&p Global (SPGI) | 0.5 | $823k | 1.9k | 425.38 |
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Pepsi (PEP) | 0.5 | $806k | +6% | 4.6k | 174.99 |
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Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $796k | -11% | 10k | 77.73 |
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Target Corporation (TGT) | 0.5 | $791k | +12% | 4.5k | 177.22 |
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Ecolab (ECL) | 0.5 | $778k | -5% | 3.4k | 230.90 |
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3M Company (MMM) | 0.5 | $773k | 7.3k | 106.07 |
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T. Rowe Price (TROW) | 0.5 | $744k | +2% | 6.1k | 121.91 |
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General Mills (GIS) | 0.5 | $706k | +5% | 10k | 69.97 |
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Gra (GGG) | 0.5 | $703k | 7.5k | 93.46 |
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Abbott Laboratories (ABT) | 0.5 | $698k | 6.1k | 113.66 |
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Lowe's Companies (LOW) | 0.4 | $691k | +4% | 2.7k | 254.70 |
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Procter & Gamble Company (PG) | 0.4 | $648k | +3% | 4.0k | 162.23 |
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SYSCO Corporation (SYY) | 0.4 | $634k | -4% | 7.8k | 81.18 |
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Amazon (AMZN) | 0.4 | $627k | 3.5k | 180.38 |
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Emerson Electric (EMR) | 0.4 | $595k | 5.2k | 113.41 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $594k | 3.3k | 182.60 |
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UnitedHealth (UNH) | 0.4 | $589k | 1.2k | 494.57 |
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Clorox Company (CLX) | 0.4 | $588k | 3.8k | 153.11 |
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Apple (AAPL) | 0.4 | $584k | -10% | 3.4k | 171.48 |
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Consolidated Edison (ED) | 0.4 | $576k | 6.3k | 90.81 |
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Microsoft Corporation (MSFT) | 0.3 | $535k | +14% | 1.3k | 420.83 |
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Genuine Parts Company (GPC) | 0.3 | $492k | 3.2k | 154.94 |
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Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $478k | 4.7k | 101.42 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $478k | +105% | 12k | 39.02 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $448k | +24% | 1.7k | 259.90 |
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Air Products & Chemicals (APD) | 0.3 | $403k | +2% | 1.7k | 242.22 |
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International Business Machines (IBM) | 0.3 | $399k | -3% | 2.1k | 190.97 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $377k | 4.6k | 81.43 |
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Automatic Data Processing (ADP) | 0.2 | $373k | -2% | 1.5k | 249.75 |
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Kimberly-Clark Corporation (KMB) | 0.2 | $370k | 2.9k | 129.33 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $363k | +2% | 691.00 | 525.54 |
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Hormel Foods Corporation (HRL) | 0.2 | $354k | -7% | 10k | 34.89 |
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Stanley Black & Decker (SWK) | 0.2 | $351k | -2% | 3.6k | 97.93 |
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Medtronic SHS (MDT) | 0.2 | $322k | -2% | 3.7k | 87.14 |
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McDonald's Corporation (MCD) | 0.2 | $317k | 1.1k | 281.84 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $314k | 653.00 | 480.62 |
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Cintas Corporation (CTAS) | 0.2 | $296k | 431.00 | 686.43 |
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Pentair SHS (PNR) | 0.2 | $291k | 3.4k | 85.43 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $291k | -4% | 5.7k | 51.28 |
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Chubb (CB) | 0.2 | $287k | +7% | 1.1k | 259.10 |
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Nucor Corporation (NUE) | 0.2 | $276k | -9% | 1.4k | 197.97 |
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Verizon Communications (VZ) | 0.2 | $271k | +8% | 6.5k | 41.96 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $265k | -3% | 629.00 | 420.52 |
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Coca-Cola Company (KO) | 0.2 | $260k | 4.3k | 61.18 |
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Expeditors International of Washington (EXPD) | 0.2 | $240k | -3% | 2.0k | 121.54 |
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AFLAC Incorporated (AFL) | 0.1 | $226k | 2.6k | 85.87 |
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Wal-Mart Stores (WMT) | 0.1 | $219k | NEW | 3.6k | 60.16 |
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Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $219k | NEW | 4.1k | 53.34 |
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Archer Daniels Midland Company (ADM) | 0.1 | $217k | 3.5k | 62.81 |
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Becton, Dickinson and (BDX) | 0.1 | $215k | 867.00 | 247.37 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $214k | NEW | 3.4k | 62.07 |
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Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $212k | NEW | 4.9k | 43.04 |
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Sherwin-Williams Company (SHW) | 0.1 | $208k | NEW | 598.00 | 347.29 |
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Ishares Tr Short Treas Bd (SHV) | 0.1 | $207k | -4% | 1.9k | 110.54 |
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $201k | NEW | 8.0k | 25.25 |
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Amcor Ord (AMCR) | 0.1 | $160k | +45% | 17k | 9.51 |
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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 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
- Guardian Wealth Advisors 2021 Q1 filed May 10, 2021
- Guardian Wealth Advisors 2020 Q4 filed May 10, 2021