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 VZ, SPYV, 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
- 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
- Guardian Wealth Advisors 2021 Q1 restated filed May 10, 2021