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 47.00% of Guardian Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VEA (+$11M), IWM (+$10M), SPY (+$9.5M), IVE (+$7.7M), IVW (+$6.9M), IJH, SJNK, NEAR, VWO, QQQ.
  • Started 5 new stock positions in IGSB, HYG, PFF, SJNK, NEAR.
  • Reduced shares in these 10 stocks: VOO (-$91M), FNDX (-$65M), VEU (-$26M), NVR (-$25M), DGRW (-$24M), AAPL (-$21M), SNA (-$20M), DFAC (-$13M), DFAX (-$13M), MSFT (-$12M).
  • Sold out of its positions in ABB, ADT, ABSI, ACVA, ABM, AFL, AGCO, AGNC, AES, AKA.
  • Guardian Wealth Advisors was a net seller of stock by $-361M.
  • Guardian Wealth Advisors has $113M in assets under management (AUM), dropping by -76.07%.
  • Central Index Key (CIK): 0001858828

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Portfolio Holdings for Guardian Wealth Advisors

Guardian Wealth Advisors holds 64 positions in its portfolio as reported in the December 2022 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) 12.7 $14M +192% 38k 382.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.7 $12M +1156% 288k 41.97
Ishares Tr Russell 2000 Etf (IWM) 9.5 $11M +1995% 61k 174.36
Ishares Tr S&p 500 Val Etf (IVE) 7.4 $8.3M +1155% 58k 145.07
Ishares Tr S&p 500 Grwt Etf (IVW) 6.6 $7.5M +1237% 128k 58.50
Ishares Tr Core S&p Mcp Etf (IJH) 6.0 $6.7M +219% 28k 241.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.2 $4.7M +219% 18k 266.28
Spdr Ser Tr Bloomberg Sht Te (SJNK) 4.0 $4.5M NEW 185k 24.24
Ishares U S Etf Tr Blackrock St Mat (NEAR) 3.6 $4.0M NEW 82k 49.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $3.8M +1277% 97k 38.98
Ishares Tr Rus Mid Cap Etf (IWR) 3.1 $3.5M +428% 52k 67.45
Ishares Tr Blackrock Ultra (ICSH) 2.7 $3.1M +4743% 62k 50.04
Ishares Tr Pfd And Incm Sec (PFF) 2.7 $3.1M NEW 101k 30.53
C H Robinson Worldwide Com New (CHRW) 1.5 $1.7M +11626% 18k 91.56

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Abbvie (ABBV) 0.9 $1.1M +61% 6.6k 161.61
Johnson & Johnson (JNJ) 0.9 $1.0M -58% 5.7k 176.66
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $918k +281% 4.5k 203.80
3M Company (MMM) 0.8 $917k +497% 7.6k 119.92
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.8 $878k NEW 12k 73.63
Chevron Corporation (CVX) 0.8 $869k +6% 4.8k 179.48
Exxon Mobil Corporation (XOM) 0.7 $796k -88% 7.2k 110.30
General Mills (GIS) 0.7 $783k +602% 9.3k 83.85
Cincinnati Financial Corporation (CINF) 0.7 $746k +16450% 7.3k 102.38
Pepsi (PEP) 0.7 $734k -53% 4.1k 180.68
SYSCO Corporation (SYY) 0.5 $603k +788% 7.9k 76.45
Clorox Company (CLX) 0.5 $602k +1354% 4.3k 140.33
S&p Global (SPGI) 0.5 $582k +309% 1.7k 335.01
Abbott Laboratories (ABT) 0.5 $581k +116% 5.3k 109.79
T. Rowe Price (TROW) 0.5 $569k +387% 5.2k 109.07
Emerson Electric (EMR) 0.5 $563k +525% 5.9k 96.06
Cardinal Health (CAH) 0.5 $555k +455% 7.2k 76.86
UnitedHealth (UNH) 0.5 $549k -78% 1.0k 530.22
Consolidated Edison (ED) 0.5 $547k +916% 5.7k 95.30
Target Corporation (TGT) 0.5 $542k +312% 3.6k 149.05
Apple (AAPL) 0.5 $515k -97% 4.0k 129.93
Gra (GGG) 0.4 $506k +21394% 7.5k 67.26
Hormel Foods Corporation (HRL) 0.4 $502k +1814% 11k 45.55
Ecolab (ECL) 0.4 $500k +924% 3.4k 145.55
Air Products & Chemicals (APD) 0.4 $485k +175% 1.6k 308.33
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $485k +171% 3.2k 151.86
Procter & Gamble Company (PG) 0.4 $480k -71% 3.2k 151.57
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $461k NEW 9.3k 49.82
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $399k +394% 8.0k 50.13
Leggett & Platt (LEG) 0.4 $398k +2990% 12k 32.23
Kimberly-Clark Corporation (KMB) 0.3 $379k +453% 2.8k 135.75
Lowe's Companies (LOW) 0.3 $375k -34% 1.9k 199.29
Walgreen Boots Alliance (WBA) 0.3 $352k +2091% 9.4k 37.36
Automatic Data Processing (ADP) 0.3 $336k +95% 1.4k 238.85
Archer Daniels Midland Company (ADM) 0.3 $335k +354% 3.6k 92.84
Microsoft Corporation (MSFT) 0.3 $319k -97% 1.3k 239.74
Amazon (AMZN) 0.3 $293k -89% 3.5k 84.00
Genuine Parts Company (GPC) 0.3 $286k +564% 1.6k 173.49
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $282k +2036% 4.3k 65.61
McDonald's Corporation (MCD) 0.2 $281k -75% 1.1k 263.51
Stanley Black & Decker (SWK) 0.2 $259k +1264% 3.5k 75.12
Coca-Cola Company (KO) 0.2 $249k -49% 3.9k 63.60
V.F. Corporation (VFC) 0.2 $238k +682% 8.6k 27.61
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $236k -84% 1.2k 191.19
Pfizer (PFE) 0.2 $235k -81% 4.6k 51.24
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $226k +10017% 2.3k 96.99
Becton, Dickinson and (BDX) 0.2 $219k -3% 859.00 254.35
Verizon Communications (VZ) 0.2 $213k -55% 5.4k 39.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $208k -96% 674.00 308.90
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $203k +123% 2.3k 89.98

Past Filings by Guardian Wealth Advisors

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