Guardian Partners as of March 31, 2025
Portfolio Holdings for Guardian Partners
Guardian Partners holds 169 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rbc Cad (RY) | 5.7 | $55M | 482k | 113.69 | |
| Toronto Dominion Bk Ont Com New (TD) | 4.1 | $40M | 671k | 59.57 | |
| Enbridge (ENB) | 3.5 | $34M | 773k | 43.99 | |
| Bank Of Montreal Cadcom (BMO) | 3.3 | $32M | 350k | 90.82 | |
| Select Sector Spdr Tr Financial (XLF) | 3.1 | $30M | 632k | 47.72 | |
| Bk Nova Cad (BNS) | 3.1 | $30M | 632k | 46.75 | |
| Microsoft Corporation (MSFT) | 2.5 | $24M | 65k | 374.39 | |
| Canadian Natl Ry (CNI) | 2.3 | $22M | 235k | 94.37 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $22M | 91k | 240.88 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 2.0 | $19M | 391k | 48.73 | |
| Cibc Cad (CM) | 1.9 | $19M | 323k | 58.06 | |
| Apple (AAPL) | 1.9 | $18M | 89k | 204.64 | |
| Nutrien (NTR) | 1.8 | $17M | 332k | 51.22 | |
| McDonald's Corporation (MCD) | 1.7 | $17M | 53k | 318.48 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.6 | $16M | 317k | 48.80 | |
| Duke Energy Corp Com New (DUK) | 1.6 | $15M | 125k | 121.42 | |
| Ishares Msci Gbl Gold Mn (RING) | 1.5 | $15M | 366k | 40.75 | |
| Canadian Natural Resources (CNQ) | 1.5 | $15M | 534k | 27.92 | |
| Johnson & Johnson (JNJ) | 1.5 | $15M | 94k | 155.38 | |
| Ing Groep Sponsored Adr (ING) | 1.5 | $14M | 729k | 19.61 | |
| Ishares Tr Msci Jp Value (EWJV) | 1.4 | $14M | 418k | 33.53 | |
| Fortis (FTS) | 1.4 | $14M | 298k | 46.60 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.4 | $14M | 279k | 49.26 | |
| Emerson Electric (EMR) | 1.4 | $13M | 131k | 101.07 | |
| Sap Se Spon Adr (SAP) | 1.4 | $13M | 49k | 271.48 | |
| Wal-Mart Stores (WMT) | 1.4 | $13M | 139k | 94.96 | |
| Pepsi (PEP) | 1.3 | $13M | 89k | 142.26 | |
| National Grid Sponsored Adr Ne (NGG) | 1.3 | $12M | 171k | 71.71 | |
| Telus Ord (TU) | 1.2 | $12M | 832k | 14.53 | |
| Mastercard Incorporated Cl A (MA) | 1.2 | $12M | 22k | 530.01 | |
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.1 | $11M | 421k | 25.54 | |
| Imperial Oil Com New (IMO) | 1.1 | $11M | 162k | 64.79 | |
| Sanofi Sponsored Adr (SNY) | 1.0 | $9.7M | 184k | 53.02 | |
| Costco Wholesale Corporation (COST) | 1.0 | $9.7M | 9.9k | 975.84 | |
| Chevron Corporation (CVX) | 1.0 | $9.3M | 68k | 136.68 | |
| Ishares Tr Tips Bd Etf (TIP) | 1.0 | $9.2M | 85k | 109.19 | |
| Suncor Energy (SU) | 0.9 | $9.1M | 270k | 33.84 | |
| Sun Life Financial (SLF) | 0.9 | $9.0M | 162k | 55.83 | |
| Pembina Pipeline Corp (PBA) | 0.9 | $8.8M | 240k | 36.76 | |
| Tc Energy Corp (TRP) | 0.9 | $8.4M | 179k | 47.19 | |
| Novo-nordisk A S Adr (NVO) | 0.8 | $7.9M | 129k | 61.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $7.7M | 50k | 155.35 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.8 | $7.6M | 129k | 58.70 | |
| Rogers Communications CL B (RCI) | 0.8 | $7.3M | 304k | 24.21 | |
| American Express Company (AXP) | 0.7 | $7.2M | 28k | 260.14 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.7 | $7.0M | 576k | 12.08 | |
| AFLAC Incorporated (AFL) | 0.7 | $6.9M | 64k | 108.43 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $6.8M | 43k | 157.81 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $6.7M | 56k | 120.28 | |
| UnitedHealth (UNH) | 0.7 | $6.4M | 15k | 427.96 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $6.2M | 12k | 535.42 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $6.2M | 41k | 152.15 | |
| Magna Intl Inc cl a (MGA) | 0.6 | $6.1M | 189k | 32.13 | |
| Agnico (AEM) | 0.6 | $5.8M | 51k | 114.17 | |
| Oracle Corporation (ORCL) | 0.6 | $5.4M | 41k | 131.40 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.6 | $5.3M | 51k | 105.60 | |
| Manulife Finl Corp (MFC) | 0.5 | $5.2M | 180k | 28.71 | |
| Open Text Corp (OTEX) | 0.5 | $5.1M | 203k | 24.99 | |
| Diageo Spon Adr New (DEO) | 0.5 | $5.0M | 45k | 110.95 | |
| American Electric Power Company (AEP) | 0.5 | $5.0M | 47k | 107.02 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $5.0M | 14k | 360.45 | |
| Bce Com New (BCE) | 0.5 | $4.9M | 227k | 21.43 | |
| Bhp Group Sponsored Ads (BHP) | 0.5 | $4.8M | 100k | 48.38 | |
| Select Sector Spdr Tr Energy (XLE) | 0.5 | $4.8M | 59k | 81.23 | |
| Abcellera Biologics (ABCL) | 0.5 | $4.5M | 1.8M | 2.53 | |
| Eli Lilly & Co. (LLY) | 0.5 | $4.5M | 5.4k | 829.42 | |
| Starbucks Corporation (SBUX) | 0.4 | $4.3M | 52k | 82.81 | |
| Qualcomm (QCOM) | 0.4 | $4.2M | 30k | 140.46 | |
| Nike CL B (NKE) | 0.4 | $4.0M | 70k | 57.39 | |
| Wells Fargo & Company (WFC) | 0.4 | $3.9M | 57k | 67.94 | |
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.4 | $3.8M | 65k | 58.84 | |
| Cme (CME) | 0.4 | $3.7M | 14k | 261.48 | |
| Thomson Reuters Corp. (TRI) | 0.4 | $3.7M | 21k | 175.92 | |
| Pfizer (PFE) | 0.3 | $3.3M | 147k | 22.39 | |
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $3.2M | 47k | 68.51 | |
| Unilever Spon Adr New (UL) | 0.3 | $3.2M | 50k | 64.22 | |
| Nasdaq Omx (NDAQ) | 0.3 | $2.9M | 40k | 73.50 | |
| Intuit (INTU) | 0.3 | $2.9M | 4.8k | 596.05 | |
| Danaher Corporation (DHR) | 0.3 | $2.9M | 15k | 196.31 | |
| Walt Disney Company (DIS) | 0.3 | $2.8M | 32k | 87.29 | |
| Waste Connections (WCN) | 0.3 | $2.7M | 15k | 188.50 | |
| Anthem (ELV) | 0.3 | $2.5M | 5.9k | 426.87 | |
| Amazon (AMZN) | 0.3 | $2.5M | 14k | 180.60 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.2 | $2.4M | 85k | 28.23 | |
| Freeport-mcmoran CL B (FCX) | 0.2 | $2.4M | 67k | 35.19 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.2 | $2.2M | 79k | 28.31 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.1M | 4.0k | 526.81 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.0M | 13k | 157.72 | |
| Verisk Analytics (VRSK) | 0.2 | $1.7M | 5.9k | 290.05 | |
| Booking Holdings (BKNG) | 0.2 | $1.7M | 350.00 | 4731.03 | |
| Mp Materials Corp Com Cl A (MP) | 0.2 | $1.6M | 69k | 22.89 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.6M | 30k | 51.65 | |
| Cgi Cl A Sub Vtg (GIB) | 0.2 | $1.5M | 15k | 100.79 | |
| Uber Technologies (UBER) | 0.2 | $1.5M | 20k | 73.77 | |
| NVIDIA Corporation (NVDA) | 0.1 | $1.4M | 14k | 102.71 | |
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.1 | $1.4M | 65k | 21.38 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $1.3M | 19k | 70.37 | |
| Automatic Data Processing (ADP) | 0.1 | $1.3M | 4.6k | 293.54 | |
| Linde SHS (LIN) | 0.1 | $1.3M | 2.9k | 448.21 | |
| Broadcom (AVGO) | 0.1 | $1.3M | 7.5k | 176.91 | |
| Cameco Corporation (CCJ) | 0.1 | $1.3M | 32k | 40.49 | |
| Goldman Sachs (GS) | 0.1 | $1.2M | 2.3k | 529.31 | |
| Shopify Cl A (SHOP) | 0.1 | $1.2M | 14k | 87.75 | |
| On Hldg Namen Akt A (ONON) | 0.1 | $1.1M | 25k | 43.93 | |
| Travelers Companies (TRV) | 0.1 | $1.1M | 4.1k | 259.08 | |
| Teck Resources CL B (TECK) | 0.1 | $1.0M | 30k | 33.61 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $976k | 12k | 82.67 | |
| Philip Morris International (PM) | 0.1 | $962k | 5.7k | 168.11 | |
| Roper Industries (ROP) | 0.1 | $880k | 1.6k | 551.08 | |
| Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 0.1 | $869k | 42k | 20.88 | |
| Eaton Corp SHS (ETN) | 0.1 | $833k | 3.0k | 275.66 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $797k | 8.7k | 91.66 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $758k | 35k | 21.77 | |
| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.1 | $718k | 13k | 56.63 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $715k | 7.3k | 97.70 | |
| Corning Incorporated (GLW) | 0.1 | $714k | 17k | 42.97 | |
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.1 | $708k | 6.3k | 111.55 | |
| Global X Fds Global X Copper (COPX) | 0.1 | $664k | 17k | 38.16 | |
| Waters Corporation (WAT) | 0.1 | $660k | 2.0k | 334.86 | |
| Algonquin Power & Utilities equs (AQN) | 0.1 | $646k | 128k | 5.06 | |
| Transalta Corp (TAC) | 0.1 | $629k | 76k | 8.28 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $628k | 12k | 53.20 | |
| Cenovus Energy (CVE) | 0.1 | $615k | 53k | 11.56 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $590k | 22k | 26.60 | |
| Visa Com Cl A (V) | 0.1 | $576k | 1.7k | 334.37 | |
| Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.1 | $565k | 21k | 26.97 | |
| Bank of America Corporation (BAC) | 0.1 | $564k | 15k | 38.75 | |
| Altria (MO) | 0.1 | $549k | 9.4k | 58.56 | |
| Wheaton Precious Metals Corp (WPM) | 0.1 | $538k | 6.8k | 78.65 | |
| Meta Platforms Cl A (META) | 0.1 | $521k | 1.0k | 520.27 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $520k | 2.0k | 263.34 | |
| South Bow Corp (SOBO) | 0.0 | $430k | 18k | 23.91 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $411k | 6.8k | 60.46 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $407k | 5.2k | 78.00 | |
| MarketAxess Holdings (MKTX) | 0.0 | $373k | 1.7k | 217.59 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $367k | 2.2k | 164.44 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $366k | 1.3k | 288.16 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $361k | 7.8k | 46.35 | |
| Procter & Gamble Company (PG) | 0.0 | $351k | 2.1k | 165.73 | |
| Ameris Ban (ABCB) | 0.0 | $344k | 6.2k | 55.51 | |
| Tesla Motors (TSLA) | 0.0 | $336k | 1.4k | 244.89 | |
| Ishares Tr Ultra Short-term (ICSH) | 0.0 | $334k | 6.6k | 50.59 | |
| Boston Properties (BXP) | 0.0 | $329k | 5.0k | 65.29 | |
| Colgate-Palmolive Company (CL) | 0.0 | $324k | 3.4k | 93.89 | |
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.0 | $321k | 3.5k | 90.66 | |
| Cisco Systems (CSCO) | 0.0 | $315k | 5.7k | 55.63 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $306k | 2.9k | 106.33 | |
| Blackrock (BLK) | 0.0 | $306k | 343.00 | 892.54 | |
| 3M Company (MMM) | 0.0 | $299k | 2.2k | 136.06 | |
| Spdr Ser Tr S&p Homebuild (XHB) | 0.0 | $286k | 3.1k | 92.05 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $273k | 600.00 | 454.56 | |
| At&t (T) | 0.0 | $262k | 9.6k | 27.19 | |
| Capital One Financial (COF) | 0.0 | $260k | 1.5k | 176.46 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $253k | 2.5k | 100.82 | |
| Home Depot (HD) | 0.0 | $248k | 695.00 | 356.42 | |
| United Parcel Service CL B (UPS) | 0.0 | $244k | 2.5k | 97.21 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $239k | 6.8k | 35.12 | |
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $239k | 2.1k | 116.70 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $236k | 2.1k | 110.13 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $235k | 4.0k | 58.78 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $231k | 470.00 | 492.07 | |
| Union Pacific Corporation (UNP) | 0.0 | $231k | 1.1k | 219.78 | |
| Merck & Co (MRK) | 0.0 | $212k | 2.7k | 78.74 | |
| Prudential Financial (PRU) | 0.0 | $206k | 2.0k | 101.59 | |
| Veren Com New | 0.0 | $161k | 28k | 5.75 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $151k | 14k | 11.26 | |
| Hecla Mining Company (HL) | 0.0 | $116k | 20k | 5.81 | |
| Energy Fuels Com New (UUUU) | 0.0 | $55k | 13k | 4.32 | |
| Kulr Technology Group | 0.0 | $25k | 20k | 1.24 |
