Guardian Capital Advisors as of Sept. 30, 2023
Portfolio Holdings for Guardian Capital Advisors
Guardian Capital Advisors holds 165 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Toronto Dominion Bk Ont Com New (TD) | 5.8 | $52M | 857k | 60.22 | |
Rbc Cad (RY) | 5.6 | $50M | 579k | 86.07 | |
Bank Of Montreal Cadcom (BMO) | 3.8 | $34M | 414k | 82.85 | |
Bk Nova Cad (BNS) | 3.4 | $30M | 678k | 44.77 | |
Microsoft Corporation (MSFT) | 2.8 | $25M | 75k | 332.42 | |
Canadian Natl Ry (CNI) | 2.8 | $25M | 226k | 109.74 | |
Enbridge (ENB) | 2.7 | $24M | 734k | 32.99 | |
Canadian Natural Resources (CNQ) | 2.3 | $21M | 316k | 65.21 | |
Cibc Cad (CM) | 2.1 | $19M | 495k | 38.38 | |
Nutrien (NTR) | 1.9 | $17M | 273k | 61.08 | |
JPMorgan Chase & Co. (JPM) | 1.9 | $17M | 114k | 146.15 | |
Novo-nordisk A S Adr (NVO) | 1.8 | $17M | 167k | 98.84 | |
Johnson & Johnson (JNJ) | 1.8 | $16M | 101k | 156.18 | |
Apple (AAPL) | 1.7 | $16M | 86k | 179.80 | |
Telus Ord (TU) | 1.7 | $15M | 888k | 16.95 | |
Bce Com New (BCE) | 1.7 | $15M | 389k | 38.62 | |
Suncor Energy (SU) | 1.7 | $15M | 436k | 33.93 | |
Pepsi (PEP) | 1.6 | $15M | 90k | 162.62 | |
McDonald's Corporation (MCD) | 1.6 | $14M | 55k | 250.92 | |
Emerson Electric (EMR) | 1.5 | $13M | 138k | 97.09 | |
Wal-Mart Stores (WMT) | 1.5 | $13M | 84k | 158.23 | |
Chevron Corporation (CVX) | 1.3 | $12M | 72k | 161.10 | |
Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.3 | $11M | 341k | 33.52 | |
Duke Energy Corp Com New (DUK) | 1.3 | $11M | 125k | 89.87 | |
Ing Groep Sponsored Adr (ING) | 1.2 | $11M | 799k | 13.66 | |
National Grid Sponsored Adr Ne (NGG) | 1.2 | $11M | 178k | 60.79 | |
Imperial Oil Com New (IMO) | 1.2 | $11M | 177k | 60.61 | |
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.2 | $11M | 311k | 33.71 | |
Sanofi Sponsored Adr (SNY) | 1.2 | $10M | 188k | 54.79 | |
UnitedHealth (UNH) | 1.1 | $9.6M | 18k | 524.13 | |
Rogers Communications CL B (RCI) | 1.1 | $9.6M | 238k | 40.13 | |
Diageo Spon Adr New (DEO) | 1.1 | $9.5M | 61k | 154.65 | |
Fortis (FTS) | 1.0 | $9.2M | 225k | 40.97 | |
Sun Life Financial (SLF) | 1.0 | $9.1M | 181k | 50.00 | |
Tc Energy Corp (TRP) | 0.9 | $8.4M | 239k | 35.25 | |
Vanguard Index Fds Growth Etf (VUG) | 0.9 | $8.3M | 29k | 282.71 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $7.9M | 179k | 44.07 | |
Abcellera Biologics (ABCL) | 0.9 | $7.8M | 1.8M | 4.39 | |
Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.8 | $7.6M | 86k | 87.58 | |
Magna Intl Inc cl a (MGA) | 0.8 | $7.5M | 136k | 54.93 | |
Bhp Group Sponsored Ads (BHP) | 0.8 | $7.3M | 127k | 57.43 | |
Oracle Corporation (ORCL) | 0.8 | $7.2M | 66k | 109.64 | |
Sap Se Spon Adr (SAP) | 0.8 | $7.1M | 54k | 132.39 | |
Totalenergies Se Sponsored Ads (TTE) | 0.8 | $7.1M | 108k | 65.72 | |
Unilever Spon Adr New (UL) | 0.8 | $6.7M | 139k | 48.34 | |
Pembina Pipeline Corp (PBA) | 0.7 | $6.4M | 208k | 30.59 | |
Spdr Ser Tr S&p Homebuild (XHB) | 0.7 | $6.3M | 82k | 77.54 | |
Mastercard Incorporated Cl A (MA) | 0.7 | $6.1M | 15k | 399.81 | |
Texas Instruments Incorporated (TXN) | 0.6 | $5.8M | 37k | 157.33 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.6 | $5.8M | 63k | 92.00 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $5.7M | 41k | 140.55 | |
AFLAC Incorporated (AFL) | 0.6 | $5.7M | 72k | 79.80 | |
Costco Wholesale Corporation (COST) | 0.6 | $5.6M | 10k | 565.52 | |
Comcast Corp Cl A (CMCSA) | 0.6 | $5.2M | 117k | 44.24 | |
American Express Company (AXP) | 0.6 | $5.1M | 34k | 151.51 | |
Manulife Finl Corp (MFC) | 0.6 | $5.0M | 267k | 18.88 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $5.0M | 12k | 436.32 | |
Qualcomm (QCOM) | 0.5 | $4.6M | 41k | 111.12 | |
Select Sector Spdr Tr Energy (XLE) | 0.5 | $4.6M | 52k | 87.62 | |
Novartis Sponsored Adr (NVS) | 0.5 | $4.4M | 44k | 99.41 | |
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.5 | $4.4M | 523k | 8.38 | |
American Electric Power Company (AEP) | 0.5 | $4.3M | 57k | 75.28 | |
Anthem (ELV) | 0.4 | $4.0M | 8.8k | 453.57 | |
Astrazeneca Sponsored Adr (AZN) | 0.4 | $4.0M | 59k | 68.01 | |
Cenovus Energy (CVE) | 0.4 | $3.9M | 191k | 20.60 | |
Brookfield Infrast Partners Lp Int Unit (BIP) | 0.4 | $3.6M | 122k | 29.39 | |
Pfizer (PFE) | 0.4 | $3.6M | 108k | 33.11 | |
Agnico (AEM) | 0.4 | $3.3M | 69k | 47.81 | |
Baxter International (BAX) | 0.4 | $3.3M | 101k | 32.74 | |
Canadian Pacific Kansas City (CP) | 0.3 | $3.0M | 41k | 73.77 | |
Franco-Nevada Corporation (FNV) | 0.3 | $3.0M | 22k | 137.61 | |
Wells Fargo & Company (WFC) | 0.3 | $2.9M | 74k | 39.69 | |
Waste Connections (WCN) | 0.3 | $2.9M | 21k | 138.80 | |
Nike CL B (NKE) | 0.3 | $2.8M | 29k | 98.65 | |
Global X Fds Global X Copper (COPX) | 0.3 | $2.8M | 79k | 35.73 | |
Thomson Reuters Corp. (TRI) | 0.3 | $2.7M | 21k | 128.34 | |
3M Company (MMM) | 0.3 | $2.6M | 29k | 90.39 | |
Raytheon Technologies Corp (RTX) | 0.3 | $2.6M | 35k | 73.31 | |
Starbucks Corporation (SBUX) | 0.3 | $2.5M | 27k | 91.95 | |
Walt Disney Company (DIS) | 0.3 | $2.5M | 29k | 84.85 | |
Freeport-mcmoran CL B (FCX) | 0.3 | $2.5M | 67k | 37.15 | |
Ishares Tr Tips Bd Etf (TIP) | 0.3 | $2.4M | 24k | 103.63 | |
Transalta Corp (TAC) | 0.3 | $2.3M | 259k | 8.85 | |
Eli Lilly & Co. (LLY) | 0.3 | $2.2M | 3.7k | 605.28 | |
Cme (CME) | 0.2 | $2.1M | 9.5k | 217.10 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.0M | 14k | 141.70 | |
At&t (T) | 0.2 | $2.0M | 135k | 14.77 | |
Pioneer Natural Resources | 0.2 | $1.9M | 7.7k | 240.82 | |
Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) | 0.2 | $1.8M | 106k | 17.27 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.8M | 4.4k | 400.93 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $1.8M | 19k | 91.56 | |
Ishares Tr Gl Timb Fore Etf (WOOD) | 0.2 | $1.7M | 23k | 74.74 | |
Brookfield Renewable Partner Partnership Unit (BEP) | 0.2 | $1.7M | 76k | 22.61 | |
BlackRock (BLK) | 0.2 | $1.7M | 2.6k | 642.67 | |
Open Text Corp (OTEX) | 0.2 | $1.7M | 46k | 36.24 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.6M | 13k | 130.50 | |
Teck Resources CL B (TECK) | 0.2 | $1.5M | 37k | 41.38 | |
Algonquin Power & Utilities equs (AQN) | 0.2 | $1.5M | 255k | 5.99 | |
Ishares Tr Ishares Biotech (IBB) | 0.2 | $1.4M | 12k | 123.63 | |
Intuit (INTU) | 0.2 | $1.4M | 2.6k | 541.58 | |
Cameco Corporation (CCJ) | 0.2 | $1.4M | 38k | 37.43 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.3M | 3.7k | 348.43 | |
Verisk Analytics (VRSK) | 0.1 | $1.2M | 5.1k | 245.51 | |
Palo Alto Networks (PANW) | 0.1 | $1.1M | 4.4k | 259.21 | |
United Parcel Service CL B (UPS) | 0.1 | $1.1M | 6.9k | 155.30 | |
Linde SHS (LIN) | 0.1 | $1.1M | 2.8k | 378.67 | |
Roper Industries (ROP) | 0.1 | $958k | 1.9k | 502.03 | |
Travelers Companies (TRV) | 0.1 | $899k | 5.5k | 162.41 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $864k | 2.8k | 312.54 | |
Booking Holdings (BKNG) | 0.1 | $839k | 273.00 | 3071.95 | |
Danaher Corporation (DHR) | 0.1 | $822k | 3.8k | 216.43 | |
On Hldg Namen Akt A (ONON) | 0.1 | $753k | 31k | 24.66 | |
Cgi Cl A Sub Vtg (GIB) | 0.1 | $702k | 6.9k | 102.06 | |
Intel Corporation (INTC) | 0.1 | $652k | 18k | 36.88 | |
Precision Drilling Corp Com New (PDS) | 0.1 | $615k | 9.8k | 62.51 | |
Visa Com Cl A (V) | 0.1 | $614k | 2.6k | 235.68 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $592k | 10k | 57.57 | |
Corning Incorporated (GLW) | 0.1 | $589k | 20k | 29.10 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $579k | 7.1k | 80.98 | |
Philip Morris International (PM) | 0.1 | $568k | 6.1k | 93.15 | |
ConocoPhillips (COP) | 0.1 | $564k | 4.8k | 116.44 | |
Bank of America Corporation (BAC) | 0.1 | $559k | 21k | 27.02 | |
Boeing Company (BA) | 0.1 | $534k | 2.7k | 196.07 | |
Amazon (AMZN) | 0.1 | $527k | 4.0k | 131.83 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $526k | 7.2k | 73.20 | |
Automatic Data Processing (ADP) | 0.1 | $518k | 2.1k | 249.46 | |
Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $481k | 20k | 23.69 | |
Tesla Motors (TSLA) | 0.1 | $461k | 1.8k | 261.76 | |
Home Depot (HD) | 0.1 | $447k | 1.5k | 298.05 | |
Ameris Ban (ABCB) | 0.0 | $429k | 11k | 39.33 | |
Shopify Cl A (SHOP) | 0.0 | $428k | 7.9k | 54.53 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $428k | 2.0k | 216.45 | |
Altria (MO) | 0.0 | $421k | 9.9k | 42.56 | |
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.0 | $408k | 17k | 24.17 | |
Gildan Activewear Inc Com Cad (GIL) | 0.0 | $395k | 13k | 29.70 | |
Thermo Fisher Scientific (TMO) | 0.0 | $389k | 789.00 | 492.63 | |
Crescent Point Energy Trust | 0.0 | $387k | 49k | 7.96 | |
Wheaton Precious Metals Corp (WPM) | 0.0 | $377k | 9.0k | 41.75 | |
Ishares Msci Emrg Chn (EMXC) | 0.0 | $362k | 7.2k | 50.27 | |
Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $362k | 6.6k | 54.63 | |
Procter & Gamble Company (PG) | 0.0 | $361k | 2.5k | 143.00 | |
Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $357k | 5.5k | 64.90 | |
Cisco Systems (CSCO) | 0.0 | $346k | 6.5k | 53.66 | |
Meta Platforms Cl A (META) | 0.0 | $337k | 1.0k | 327.82 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $331k | 3.5k | 94.05 | |
Bristol Myers Squibb (BMY) | 0.0 | $329k | 5.8k | 56.65 | |
MarketAxess Holdings (MKTX) | 0.0 | $309k | 1.3k | 236.59 | |
Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $292k | 5.8k | 50.27 | |
Verizon Communications (VZ) | 0.0 | $280k | 8.9k | 31.46 | |
Lauder Estee Cos Cl A (EL) | 0.0 | $278k | 2.0k | 140.43 | |
Colgate-Palmolive Company (CL) | 0.0 | $277k | 4.0k | 68.87 | |
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.0 | $266k | 2.9k | 92.34 | |
NVIDIA Corporation (NVDA) | 0.0 | $246k | 525.00 | 468.06 | |
Union Pacific Corporation (UNP) | 0.0 | $241k | 1.2k | 209.48 | |
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.0 | $240k | 7.0k | 34.25 | |
First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $233k | 2.2k | 106.07 | |
Merck & Co (MRK) | 0.0 | $233k | 2.3k | 103.46 | |
Phillips 66 (PSX) | 0.0 | $231k | 2.1k | 110.72 | |
Celestica Sub Vtg Shs | 0.0 | $216k | 8.1k | 26.65 | |
Brookfield Business Partners Unit Ltd L P (BBU) | 0.0 | $213k | 14k | 15.26 | |
Prudential Financial (PRU) | 0.0 | $209k | 2.2k | 94.86 | |
Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $123k | 16k | 7.55 | |
Energy Fuels Com New (UUUU) | 0.0 | $97k | 13k | 7.64 | |
Hecla Mining Company (HL) | 0.0 | $79k | 20k | 3.93 | |
Kulr Technology Group (KULR) | 0.0 | $4.0k | 10k | 0.40 |