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 50.38% of Guardian Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: JPST, IJH, COST, GOOG, SPYG, SPYV, VOO, IWM, NEAR, IBM.
- Started 2 new stock positions in GOOG, COST.
- Reduced shares in these 10 stocks: IVW, IWR, IVE, BDX, SHW, HYG, VEA, SPY, QQQ, VWO.
- Sold out of its positions in BDX, SHW.
- Guardian Wealth Advisors was a net seller of stock by $-540k.
- Guardian Wealth Advisors has $154M in assets under management (AUM), dropping by -0.13%.
- 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 June 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) | 14.4 | $22M | 41k | 544.22 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 11.0 | $17M | 342k | 49.42 |
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| Ishares Tr Russell 2000 Etf (IWM) | 9.7 | $15M | 74k | 202.89 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 8.1 | $13M | -3% | 135k | 92.54 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 7.2 | $11M | -2% | 61k | 182.01 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 7.1 | $11M | 187k | 58.52 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.9 | $9.1M | 19k | 479.11 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.3 | $5.1M | 116k | 43.76 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 2.9 | $4.5M | 181k | 24.97 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 2.3 | $3.5M | -9% | 43k | 81.08 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 1.9 | $3.0M | 59k | 50.33 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.8 | $2.7M | 86k | 31.55 |
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| Ishares Tr Blackrock Ultra (ICSH) | 1.3 | $2.1M | 41k | 50.53 |
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| C H Robinson Worldwide Com New (CHRW) | 1.0 | $1.6M | 18k | 88.12 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.9 | $1.4M | +27% | 28k | 50.47 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.7 | $1.1M | +19% | 14k | 80.13 |
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| Abbvie (ABBV) | 0.7 | $1.1M | -2% | 6.6k | 171.53 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.7 | $1.1M | +17% | 23k | 48.74 |
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| Chevron Corporation (CVX) | 0.6 | $907k | 5.8k | 156.42 |
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| Cincinnati Financial Corporation (CINF) | 0.6 | $890k | 7.5k | 118.10 |
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| Johnson & Johnson (JNJ) | 0.6 | $866k | 5.9k | 146.16 |
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| S&p Global (SPGI) | 0.5 | $845k | -2% | 1.9k | 445.96 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $839k | 3.5k | 242.08 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $820k | 7.1k | 115.13 |
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| Ecolab (ECL) | 0.5 | $779k | -2% | 3.3k | 237.97 |
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| Pepsi (PEP) | 0.5 | $752k | 4.6k | 164.92 |
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| Cardinal Health (CAH) | 0.5 | $743k | 7.6k | 98.32 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $732k | -7% | 9.5k | 77.14 |
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| 3M Company (MMM) | 0.5 | $715k | -3% | 7.0k | 102.19 |
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| Apple (AAPL) | 0.5 | $709k | 3.4k | 210.62 |
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| T. Rowe Price (TROW) | 0.5 | $695k | 6.0k | 115.32 |
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| Amazon (AMZN) | 0.4 | $679k | 3.5k | 193.25 |
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| Procter & Gamble Company (PG) | 0.4 | $652k | 4.0k | 164.93 |
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| Target Corporation (TGT) | 0.4 | $636k | -3% | 4.3k | 148.04 |
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| General Mills (GIS) | 0.4 | $633k | 10k | 63.26 |
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| Abbott Laboratories (ABT) | 0.4 | $629k | 6.1k | 103.91 |
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| Lowe's Companies (LOW) | 0.4 | $613k | +2% | 2.8k | 220.44 |
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| Gra (GGG) | 0.4 | $596k | 7.5k | 79.28 |
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| UnitedHealth (UNH) | 0.4 | $593k | -2% | 1.2k | 509.18 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $584k | 3.2k | 182.54 |
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| Microsoft Corporation (MSFT) | 0.4 | $575k | 1.3k | 446.79 |
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| Emerson Electric (EMR) | 0.4 | $559k | -3% | 5.1k | 110.17 |
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| Consolidated Edison (ED) | 0.4 | $552k | -2% | 6.2k | 89.42 |
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| SYSCO Corporation (SYY) | 0.4 | $542k | -2% | 7.6k | 71.39 |
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| Clorox Company (CLX) | 0.3 | $521k | 3.8k | 136.48 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $474k | 12k | 38.42 |
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| Genuine Parts Company (GPC) | 0.3 | $467k | +6% | 3.4k | 138.31 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $461k | 1.7k | 267.51 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $450k | 4.7k | 96.14 |
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| Air Products & Chemicals (APD) | 0.3 | $424k | 1.6k | 258.09 |
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| International Business Machines (IBM) | 0.3 | $394k | +9% | 2.3k | 172.95 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $382k | +16% | 764.00 | 500.06 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $381k | -3% | 2.8k | 138.20 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $378k | 691.00 | 547.30 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $364k | 4.7k | 77.83 |
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| Automatic Data Processing (ADP) | 0.2 | $359k | 1.5k | 238.72 |
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| Hormel Foods Corporation (HRL) | 0.2 | $300k | -2% | 9.8k | 30.49 |
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| Cintas Corporation (CTAS) | 0.2 | $296k | 423.00 | 699.81 |
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| Medtronic SHS (MDT) | 0.2 | $291k | 3.7k | 78.70 |
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| Chubb (CB) | 0.2 | $285k | 1.1k | 255.11 |
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| Stanley Black & Decker (SWK) | 0.2 | $284k | 3.6k | 79.88 |
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| McDonald's Corporation (MCD) | 0.2 | $282k | 1.1k | 254.77 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $270k | -7% | 5.3k | 51.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $256k | 629.00 | 406.80 |
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| Pentair SHS (PNR) | 0.2 | $253k | -3% | 3.3k | 76.66 |
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| Wal-Mart Stores (WMT) | 0.2 | $251k | 3.7k | 67.71 |
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| Coca-Cola Company (KO) | 0.2 | $251k | -7% | 3.9k | 63.65 |
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| Verizon Communications (VZ) | 0.2 | $249k | -6% | 6.0k | 41.24 |
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| Expeditors International of Washington (EXPD) | 0.2 | $242k | 1.9k | 124.80 |
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| AFLAC Incorporated (AFL) | 0.1 | $227k | -3% | 2.5k | 89.29 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $222k | 3.4k | 64.26 |
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| Nucor Corporation (NUE) | 0.1 | $220k | 1.4k | 158.10 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $215k | 8.1k | 26.56 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $213k | +2% | 1.9k | 110.50 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $210k | 4.1k | 51.30 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $210k | 3.5k | 60.45 |
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| Costco Wholesale Corporation (COST) | 0.1 | $207k | NEW | 243.00 | 849.99 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $204k | 4.9k | 41.53 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $202k | NEW | 1.1k | 183.42 |
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| Amcor Ord (AMCR) | 0.1 | $165k | 17k | 9.78 |
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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 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
- Guardian Wealth Advisors 2021 Q1 filed May 10, 2021