Guardian Capital Advisors as of Dec. 31, 2023
Portfolio Holdings for Guardian Capital Advisors
Guardian Capital Advisors holds 170 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 |
---|---|---|---|---|---|
Rbc Cad (RY) | 6.2 | $59M | 578k | 102.59 | |
Toronto Dominion Bk Ont Com New (TD) | 5.8 | $56M | 850k | 65.88 | |
Bank Of Montreal Cadcom (BMO) | 4.3 | $41M | 411k | 99.82 | |
Bk Nova Cad (BNS) | 3.5 | $34M | 691k | 48.67 | |
Enbridge (ENB) | 3.0 | $28M | 755k | 37.67 | |
Canadian Natl Ry (CNI) | 2.9 | $28M | 221k | 126.81 | |
Microsoft Corporation (MSFT) | 2.8 | $27M | 71k | 374.69 | |
Cibc Cad (CM) | 2.5 | $24M | 494k | 48.58 | |
Canadian Natural Resources (CNQ) | 2.2 | $21M | 314k | 66.27 | |
JPMorgan Chase & Co. (JPM) | 1.9 | $18M | 107k | 172.02 | |
Telus Ord (TU) | 1.7 | $17M | 914k | 18.35 | |
Novo-nordisk A S Adr (NVO) | 1.7 | $16M | 152k | 106.40 | |
Johnson & Johnson (JNJ) | 1.6 | $16M | 98k | 161.53 | |
McDonald's Corporation (MCD) | 1.6 | $16M | 53k | 291.90 | |
Apple (AAPL) | 1.6 | $15M | 83k | 185.56 | |
Nutrien (NTR) | 1.5 | $15M | 261k | 56.41 | |
Pepsi (PEP) | 1.5 | $15M | 87k | 169.11 | |
Bce Com New (BCE) | 1.5 | $15M | 349k | 41.42 | |
Suncor Energy (SU) | 1.5 | $14M | 425k | 33.46 | |
Emerson Electric (EMR) | 1.3 | $13M | 135k | 95.77 | |
Wal-Mart Stores (WMT) | 1.3 | $13M | 80k | 158.25 | |
Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.3 | $13M | 318k | 39.42 | |
Duke Energy Corp Com New (DUK) | 1.3 | $12M | 124k | 99.39 | |
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.3 | $12M | 312k | 39.32 | |
National Grid Sponsored Adr Ne (NGG) | 1.2 | $12M | 170k | 69.17 | |
Rogers Communications CL B (RCI) | 1.2 | $11M | 238k | 47.80 | |
Ing Groep Sponsored Adr (ING) | 1.2 | $11M | 761k | 14.55 | |
UnitedHealth (UNH) | 1.1 | $11M | 20k | 536.52 | |
Abcellera Biologics (ABCL) | 1.1 | $11M | 1.8M | 5.97 | |
Fortis (FTS) | 1.1 | $10M | 245k | 42.52 | |
Chevron Corporation (CVX) | 1.1 | $10M | 70k | 149.50 | |
Imperial Oil Com New (IMO) | 1.1 | $10M | 175k | 58.23 | |
Sun Life Financial (SLF) | 1.0 | $9.3M | 179k | 52.12 | |
Ishares Tr Tips Bd Etf (TIP) | 1.0 | $9.3M | 86k | 107.06 | |
Wisdomtree Tr Japn Hedge Eqt (DXJ) | 1.0 | $9.2M | 101k | 91.14 | |
Sanofi Sponsored Adr (SNY) | 1.0 | $9.2M | 177k | 51.99 | |
Vanguard Index Fds Growth Etf (VUG) | 0.9 | $9.0M | 29k | 307.75 | |
Tc Energy Corp (TRP) | 0.9 | $8.6M | 210k | 40.70 | |
Pembina Pipeline Corp (PBA) | 0.9 | $8.2M | 235k | 34.79 | |
Magna Intl Inc cl a (MGA) | 0.8 | $8.0M | 138k | 58.03 | |
Sap Se Spon Adr (SAP) | 0.8 | $7.9M | 52k | 152.56 | |
Diageo Spon Adr New (DEO) | 0.8 | $7.9M | 55k | 143.00 | |
Bhp Group Sponsored Ads (BHP) | 0.8 | $7.5M | 114k | 66.02 | |
Mastercard Incorporated Cl A (MA) | 0.8 | $7.3M | 17k | 421.98 | |
Costco Wholesale Corporation (COST) | 0.7 | $6.8M | 10k | 661.69 | |
Totalenergies Se Sponsored Ads (TTE) | 0.7 | $6.6M | 99k | 66.65 | |
American Express Company (AXP) | 0.7 | $6.5M | 34k | 189.21 | |
Spdr Ser Tr S&p Homebuild (XHB) | 0.7 | $6.3M | 67k | 94.08 | |
Texas Instruments Incorporated (TXN) | 0.6 | $6.1M | 36k | 168.54 | |
Oracle Corporation (ORCL) | 0.6 | $6.0M | 57k | 104.66 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.6 | $5.8M | 57k | 102.24 | |
Comcast Corp Cl A (CMCSA) | 0.6 | $5.8M | 132k | 43.73 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $5.6M | 40k | 138.84 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $5.5M | 12k | 474.60 | |
AFLAC Incorporated (AFL) | 0.6 | $5.5M | 66k | 82.87 | |
Qualcomm (QCOM) | 0.6 | $5.3M | 38k | 139.03 | |
Manulife Finl Corp (MFC) | 0.5 | $4.9M | 220k | 22.18 | |
Novartis Sponsored Adr (NVS) | 0.5 | $4.8M | 45k | 107.08 | |
Agnico (AEM) | 0.5 | $4.5M | 86k | 53.12 | |
Select Sector Spdr Tr Energy (XLE) | 0.5 | $4.4M | 52k | 83.74 | |
American Electric Power Company (AEP) | 0.4 | $4.3M | 51k | 84.51 | |
Baxter International (BAX) | 0.4 | $4.0M | 100k | 40.67 | |
Brookfield Infrast Partners Lp Int Unit (BIP) | 0.4 | $4.0M | 129k | 31.18 | |
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.4 | $4.0M | 451k | 8.89 | |
Astrazeneca Sponsored Adr (AZN) | 0.4 | $3.9M | 56k | 69.21 | |
Anthem (ELV) | 0.4 | $3.7M | 7.7k | 480.05 | |
Wells Fargo & Company (WFC) | 0.4 | $3.6M | 72k | 49.92 | |
Global X Fds Global X Copper (COPX) | 0.4 | $3.5M | 93k | 37.13 | |
Freeport-mcmoran CL B (FCX) | 0.4 | $3.5M | 82k | 42.20 | |
Nike CL B (NKE) | 0.4 | $3.4M | 33k | 103.62 | |
Unilever Spon Adr New (UL) | 0.3 | $3.3M | 67k | 49.24 | |
Canadian Pacific Kansas City (CP) | 0.3 | $3.3M | 41k | 79.91 | |
Raytheon Technologies Corp (RTX) | 0.3 | $3.2M | 37k | 85.84 | |
3M Company (MMM) | 0.3 | $3.2M | 29k | 108.86 | |
Thomson Reuters Corp. (TRI) | 0.3 | $3.0M | 21k | 147.81 | |
Waste Connections (WCN) | 0.3 | $3.0M | 20k | 148.84 | |
Pfizer (PFE) | 0.3 | $3.0M | 100k | 29.58 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.8M | 6.4k | 436.13 | |
Cenovus Energy (CVE) | 0.3 | $2.7M | 165k | 16.49 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.7M | 57k | 47.62 | |
Walt Disney Company (DIS) | 0.3 | $2.7M | 30k | 91.55 | |
Wheaton Precious Metals Corp (WPM) | 0.3 | $2.7M | 56k | 48.48 | |
Starbucks Corporation (SBUX) | 0.3 | $2.6M | 28k | 94.19 | |
Fresenius Medical Care Sponsored Adr (FMS) | 0.3 | $2.6M | 124k | 20.66 | |
Cme (CME) | 0.2 | $2.4M | 12k | 200.11 | |
Eli Lilly & Co. (LLY) | 0.2 | $2.3M | 3.7k | 626.03 | |
Open Text Corp (OTEX) | 0.2 | $2.2M | 54k | 41.80 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.1M | 15k | 140.53 | |
BlackRock (BLK) | 0.2 | $2.1M | 2.6k | 797.19 | |
Brookfield Renewable Partner Partnership Unit (BEP) | 0.2 | $2.0M | 74k | 27.64 | |
Intuit (INTU) | 0.2 | $2.0M | 3.3k | 598.38 | |
Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.2 | $1.8M | 13k | 135.48 | |
Waters Corporation (WAT) | 0.2 | $1.8M | 5.7k | 311.74 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.8M | 5.2k | 340.35 | |
Algonquin Power & Utilities equs (AQN) | 0.2 | $1.7M | 259k | 6.74 | |
Cameco Corporation (CCJ) | 0.2 | $1.6M | 38k | 43.26 | |
Teck Resources CL B (TECK) | 0.2 | $1.5M | 37k | 40.69 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.5M | 4.1k | 368.18 | |
MarketAxess Holdings (MKTX) | 0.2 | $1.5M | 5.3k | 277.48 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $1.4M | 15k | 91.48 | |
Transalta Corp (TAC) | 0.1 | $1.3M | 160k | 8.17 | |
Verisk Analytics (VRSK) | 0.1 | $1.2M | 5.2k | 232.71 | |
Linde SHS (LIN) | 0.1 | $1.2M | 2.9k | 408.29 | |
United Parcel Service CL B (UPS) | 0.1 | $1.1M | 6.9k | 159.92 | |
Palo Alto Networks (PANW) | 0.1 | $1.1M | 3.8k | 289.50 | |
Diamondback Energy (FANG) | 0.1 | $1.0M | 6.7k | 155.76 | |
On Hldg Namen Akt A (ONON) | 0.1 | $1.0M | 36k | 28.20 | |
Roper Industries (ROP) | 0.1 | $1.0M | 1.9k | 528.78 | |
At&t (T) | 0.1 | $958k | 55k | 17.32 | |
Booking Holdings (BKNG) | 0.1 | $952k | 275.00 | 3462.84 | |
salesforce (CRM) | 0.1 | $950k | 3.6k | 260.87 | |
Travelers Companies (TRV) | 0.1 | $928k | 4.8k | 192.31 | |
Block Cl A (SQ) | 0.1 | $919k | 13k | 69.31 | |
Amazon (AMZN) | 0.1 | $865k | 5.8k | 149.10 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $816k | 10k | 81.96 | |
Intel Corporation (INTC) | 0.1 | $761k | 16k | 48.45 | |
Boston Properties (BXP) | 0.1 | $753k | 11k | 71.09 | |
Cgi Cl A Sub Vtg (GIB) | 0.1 | $715k | 6.8k | 105.79 | |
Visa Com Cl A (V) | 0.1 | $684k | 2.6k | 262.54 | |
Corning Incorporated (GLW) | 0.1 | $607k | 19k | 31.32 | |
Bank of America Corporation (BAC) | 0.1 | $606k | 18k | 34.16 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $599k | 10k | 58.25 | |
Shopify Cl A (SHOP) | 0.1 | $580k | 7.4k | 78.69 | |
Philip Morris International (PM) | 0.1 | $573k | 6.0k | 96.29 | |
Ameris Ban (ABCB) | 0.1 | $562k | 11k | 51.59 | |
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.1 | $543k | 18k | 30.93 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $536k | 6.9k | 77.11 | |
Boeing Company (BA) | 0.1 | $521k | 2.3k | 229.00 | |
Home Depot (HD) | 0.1 | $505k | 1.5k | 347.93 | |
Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $490k | 21k | 23.69 | |
Automatic Data Processing (ADP) | 0.1 | $485k | 2.1k | 236.76 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $467k | 2.0k | 236.48 | |
Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $439k | 5.5k | 79.15 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $434k | 4.4k | 98.57 | |
Tesla Motors (TSLA) | 0.0 | $427k | 1.7k | 244.45 | |
Precision Drilling Corp Com New (PDS) | 0.0 | $419k | 7.7k | 54.32 | |
Altria (MO) | 0.0 | $402k | 9.6k | 41.91 | |
Ishares Msci Emrg Chn (EMXC) | 0.0 | $397k | 7.2k | 54.99 | |
Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $382k | 6.6k | 57.61 | |
Meta Platforms Cl A (META) | 0.0 | $364k | 1.0k | 358.66 | |
Procter & Gamble Company (PG) | 0.0 | $344k | 2.3k | 148.69 | |
Verizon Communications (VZ) | 0.0 | $338k | 8.4k | 40.10 | |
Colgate-Palmolive Company (CL) | 0.0 | $331k | 4.1k | 80.40 | |
Cisco Systems (CSCO) | 0.0 | $327k | 6.5k | 50.46 | |
Franco-Nevada Corporation (FNV) | 0.0 | $325k | 2.9k | 110.68 | |
Crescent Point Energy Trust | 0.0 | $323k | 47k | 6.81 | |
Bristol Myers Squibb (BMY) | 0.0 | $300k | 5.8k | 51.79 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $294k | 725.00 | 404.95 | |
Brookfield Business Partners Unit Ltd L P (BBU) | 0.0 | $283k | 14k | 20.28 | |
NVIDIA Corporation (NVDA) | 0.0 | $283k | 541.00 | 522.53 | |
Vale S A Sponsored Ads (VALE) | 0.0 | $283k | 19k | 15.27 | |
Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $277k | 5.5k | 50.40 | |
Lauder Estee Cos Cl A (EL) | 0.0 | $277k | 2.0k | 139.03 | |
Merck & Co (MRK) | 0.0 | $267k | 2.3k | 117.38 | |
Union Pacific Corporation (UNP) | 0.0 | $265k | 1.1k | 240.62 | |
Capital One Financial (COF) | 0.0 | $261k | 2.0k | 133.71 | |
Celestica Sub Vtg Shs | 0.0 | $256k | 8.8k | 29.21 | |
First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $256k | 2.2k | 116.25 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $236k | 625.00 | 376.84 | |
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.0 | $233k | 2.5k | 93.15 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $231k | 460.00 | 501.60 | |
Prudential Financial (PRU) | 0.0 | $231k | 2.2k | 104.52 | |
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.0 | $230k | 6.3k | 36.53 | |
Ishares Tr Core Div Grwth (DGRO) | 0.0 | $216k | 4.0k | 54.09 | |
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $179k | 11k | 16.28 | |
Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $129k | 16k | 7.86 | |
Baytex Energy Corp (BTE) | 0.0 | $95k | 29k | 3.28 | |
Hecla Mining Company (HL) | 0.0 | $88k | 20k | 4.39 | |
Energy Fuels Com New (UUUU) | 0.0 | $88k | 13k | 6.87 | |
Kulr Technology Group (KULR) | 0.0 | $2.0k | 10k | 0.20 |