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, IVE, IVW, and represent 51.13% of Guardian Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: IWM, VEA, IVV, SPYV, IJH, VZ, UNH, MDT, GPC, IWR.
  • Started 3 new stock positions in SPYV, VZ, IVV.
  • Reduced shares in these 10 stocks: IVW, WBA, IVE, ICSH, PFF, NEAR, QQQ, JPST, SPY, LEG.
  • Sold out of its position in WBA.
  • Guardian Wealth Advisors was a net buyer of stock by $930k.
  • Guardian Wealth Advisors has $143M in assets under management (AUM), dropping by 9.89%.
  • Central Index Key (CIK): 0001858828

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Portfolio Holdings for Guardian Wealth Advisors

Guardian Wealth Advisors holds 74 positions in its portfolio as reported in the December 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) 13.7 $20M 41k 475.31
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.4 $16M +2% 341k 47.90
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Ishares Tr Russell 2000 Etf (IWM) 10.4 $15M +2% 74k 200.71
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Ishares Tr S&p 500 Val Etf (IVE) 7.9 $11M 66k 173.89
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Ishares Tr S&p 500 Grwt Etf (IVW) 7.7 $11M -2% 148k 75.10
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Ishares Tr Core S&p Mcp Etf (IJH) 7.0 $10M +2% 36k 277.15
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Invesco Qqq Tr Unit Ser 1 (QQQ) 5.6 $8.0M 20k 409.52
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $4.7M 114k 41.10
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Spdr Ser Tr Bloomberg Sht Te (SJNK) 3.1 $4.5M 180k 25.14
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Ishares Tr Rus Mid Cap Etf (IWR) 2.7 $3.8M 49k 77.73
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 2.2 $3.2M -3% 62k 50.52
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Ishares Tr Pfd And Incm Sec (PFF) 1.8 $2.6M -4% 84k 31.19
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Ishares Tr Blackrock Ultra (ICSH) 1.5 $2.2M -7% 43k 50.36
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C H Robinson Worldwide Com New (CHRW) 1.1 $1.6M 18k 86.39
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Abbvie (ABBV) 0.8 $1.1M 7.0k 154.98
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.7 $1.1M -8% 21k 50.23
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Vanguard Index Fds Mid Cap Etf (VO) 0.7 $1.0M +3% 4.3k 232.62
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $891k 12k 77.39
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Johnson & Johnson (JNJ) 0.6 $891k 5.7k 156.75
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S&p Global (SPGI) 0.6 $843k 1.9k 440.44
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Cardinal Health (CAH) 0.6 $834k 8.3k 100.80
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Cincinnati Financial Corporation (CINF) 0.6 $795k 7.7k 103.46
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3M Company (MMM) 0.6 $789k 7.2k 109.33
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Chevron Corporation (CVX) 0.5 $777k +3% 5.2k 149.16
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Apple (AAPL) 0.5 $734k +5% 3.8k 192.51
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Pepsi (PEP) 0.5 $734k 4.3k 169.86
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Exxon Mobil Corporation (XOM) 0.5 $723k -3% 7.2k 99.98
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Ecolab (ECL) 0.5 $706k 3.6k 198.32
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Abbott Laboratories (ABT) 0.5 $668k +3% 6.1k 110.08
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Gra (GGG) 0.5 $653k 7.5k 86.76
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T. Rowe Price (TROW) 0.4 $641k +2% 6.0k 107.69
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UnitedHealth (UNH) 0.4 $626k +21% 1.2k 526.28
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General Mills (GIS) 0.4 $625k +4% 9.6k 65.14
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SYSCO Corporation (SYY) 0.4 $595k 8.1k 73.13
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Lowe's Companies (LOW) 0.4 $580k +9% 2.6k 222.57
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Consolidated Edison (ED) 0.4 $573k 6.3k 90.97
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Target Corporation (TGT) 0.4 $566k -3% 4.0k 142.43
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Procter & Gamble Company (PG) 0.4 $563k 3.8k 146.53
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Clorox Company (CLX) 0.4 $550k -3% 3.9k 142.57
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $550k 3.2k 170.38
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Amazon (AMZN) 0.4 $535k +3% 3.5k 151.94
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Emerson Electric (EMR) 0.4 $514k -2% 5.3k 97.33
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Air Products & Chemicals (APD) 0.3 $447k 1.6k 273.82
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $442k 4.6k 95.20
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Genuine Parts Company (GPC) 0.3 $433k +20% 3.1k 138.52
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Microsoft Corporation (MSFT) 0.3 $418k -5% 1.1k 376.06
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Stanley Black & Decker (SWK) 0.3 $359k 3.7k 98.10
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Automatic Data Processing (ADP) 0.2 $356k +2% 1.5k 233.00
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International Business Machines (IBM) 0.2 $354k 2.2k 163.57
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Hormel Foods Corporation (HRL) 0.2 $351k +3% 11k 32.11
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Kimberly-Clark Corporation (KMB) 0.2 $346k -4% 2.8k 121.52
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $345k +5% 4.6k 75.32
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McDonald's Corporation (MCD) 0.2 $334k +3% 1.1k 296.64
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $328k +12% 1.4k 237.22
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $323k NEW 675.00 477.90
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Medtronic SHS (MDT) 0.2 $312k +33% 3.8k 82.37
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $305k -6% 5.9k 51.28
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $285k 653.00 436.73
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Nucor Corporation (NUE) 0.2 $269k 1.5k 174.01
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Expeditors International of Washington (EXPD) 0.2 $262k 2.1k 127.18
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Cintas Corporation (CTAS) 0.2 $259k 430.00 603.35
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Leggett & Platt (LEG) 0.2 $253k -16% 9.7k 26.17
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Pentair SHS (PNR) 0.2 $250k 3.4k 72.71
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Coca-Cola Company (KO) 0.2 $249k +10% 4.2k 58.93
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Archer Daniels Midland Company (ADM) 0.2 $248k -4% 3.4k 72.22
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $240k NEW 5.2k 46.63
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Chubb (CB) 0.2 $232k +3% 1.0k 225.91
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $232k 649.00 356.66
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Verizon Communications (VZ) 0.2 $224k NEW 5.9k 37.70
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $220k 6.0k 36.96
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AFLAC Incorporated (AFL) 0.2 $217k 2.6k 82.51
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Ishares Tr Short Treas Bd (SHV) 0.2 $216k +6% 2.0k 110.13
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Becton, Dickinson and (BDX) 0.1 $214k 876.00 243.85
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Amcor Ord (AMCR) 0.1 $112k 12k 9.64
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Past Filings by Guardian Wealth Advisors

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