Guardian Wealth Advisors as of Dec. 31, 2021
Portfolio Holdings for Guardian Wealth Advisors
Guardian Wealth Advisors holds 67 positions in its portfolio as reported in the December 2021 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) | 12.7 | $16M | 33k | 474.96 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 9.4 | $12M | 231k | 51.06 | |
Ishares Tr Russell 2000 Etf (IWM) | 8.8 | $11M | 50k | 222.46 | |
Ishares Tr S&p 500 Val Etf (IVE) | 6.4 | $8.0M | 51k | 156.62 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 5.8 | $7.2M | 86k | 83.67 | |
Ishares Tr Pfd And Incm Sec (PFF) | 5.0 | $6.3M | 159k | 39.43 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.7 | $5.8M | 15k | 397.84 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 4.5 | $5.7M | 20k | 283.08 | |
Spdr Ser Tr Bloomberg Sht Te (SJNK) | 4.1 | $5.1M | 186k | 27.15 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 3.5 | $4.4M | 89k | 49.95 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 3.5 | $4.4M | 53k | 83.01 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.1 | $3.9M | 78k | 49.46 | |
Ishares Tr Blackrock Ultra (ICSH) | 2.9 | $3.6M | 71k | 50.39 | |
Invesco Exch Trd Slf Idx Bulshs 2022 Cb | 1.7 | $2.1M | 100k | 21.39 | |
C H Robinson Worldwide Com New (CHRW) | 1.7 | $2.1M | 19k | 107.63 | |
3M Company (MMM) | 1.2 | $1.5M | 8.6k | 177.63 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.0 | $1.2M | 14k | 86.99 | |
Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $1.2M | 4.7k | 254.81 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.8 | $1.0M | 19k | 53.87 | |
Johnson & Johnson (JNJ) | 0.8 | $939k | 5.5k | 171.07 | |
Abbvie (ABBV) | 0.7 | $906k | 6.7k | 135.35 | |
Cincinnati Financial Corporation (CINF) | 0.6 | $787k | 6.9k | 113.86 | |
S&p Global (SPGI) | 0.6 | $767k | 1.6k | 471.71 | |
Ecolab (ECL) | 0.6 | $765k | 3.3k | 234.66 | |
Apple (AAPL) | 0.6 | $764k | 4.3k | 177.59 | |
Pepsi (PEP) | 0.6 | $699k | 4.0k | 173.75 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $690k | 6.0k | 114.09 | |
Clorox Company (CLX) | 0.5 | $682k | 3.9k | 174.29 | |
Abbott Laboratories (ABT) | 0.5 | $650k | 4.6k | 140.75 | |
SYSCO Corporation (SYY) | 0.5 | $634k | 8.1k | 78.58 | |
T. Rowe Price (TROW) | 0.5 | $618k | 3.1k | 196.82 | |
Gra (GGG) | 0.5 | $615k | 7.6k | 80.60 | |
Ishares Tr Short Treas Bd (SHV) | 0.5 | $589k | 5.3k | 110.38 | |
General Mills (GIS) | 0.5 | $583k | 8.6k | 67.41 | |
Chevron Corporation (CVX) | 0.5 | $581k | 5.0k | 117.37 | |
Amazon (AMZN) | 0.5 | $574k | 172.00 | 3337.21 | |
Emerson Electric (EMR) | 0.4 | $553k | 5.9k | 92.96 | |
Walgreen Boots Alliance (WBA) | 0.4 | $551k | 11k | 52.15 | |
Hormel Foods Corporation (HRL) | 0.4 | $545k | 11k | 48.78 | |
Target Corporation (TGT) | 0.4 | $541k | 2.3k | 231.59 | |
UnitedHealth (UNH) | 0.4 | $540k | 1.1k | 502.33 | |
Microsoft Corporation (MSFT) | 0.4 | $474k | 1.4k | 336.41 | |
Procter & Gamble Company (PG) | 0.4 | $467k | 2.9k | 163.69 | |
Consolidated Edison (ED) | 0.4 | $458k | 5.4k | 85.32 | |
Exxon Mobil Corporation (XOM) | 0.4 | $451k | 7.4k | 61.22 | |
Air Products & Chemicals (APD) | 0.4 | $442k | 1.5k | 304.20 | |
Leggett & Platt (LEG) | 0.3 | $421k | 10k | 41.15 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $388k | 2.7k | 142.91 | |
Stanley Black & Decker (SWK) | 0.3 | $353k | 1.9k | 188.67 | |
Lowe's Companies (LOW) | 0.3 | $340k | 1.3k | 258.56 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $326k | 4.1k | 80.49 | |
At&t (T) | 0.3 | $325k | 13k | 24.62 | |
Automatic Data Processing (ADP) | 0.3 | $318k | 1.3k | 246.89 | |
McDonald's Corporation (MCD) | 0.2 | $303k | 1.1k | 267.90 | |
Cardinal Health (CAH) | 0.2 | $297k | 5.8k | 51.52 | |
Pfizer (PFE) | 0.2 | $270k | 4.6k | 59.11 | |
Coca-Cola Company (KO) | 0.2 | $248k | 4.2k | 59.20 | |
Archer Daniels Midland Company (ADM) | 0.2 | $246k | 3.6k | 67.62 | |
Medtronic SHS (MDT) | 0.2 | $237k | 2.3k | 103.58 | |
V.F. Corporation (VFC) | 0.2 | $235k | 3.2k | 73.30 | |
Genuine Parts Company (GPC) | 0.2 | $228k | 1.6k | 140.48 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $217k | 2.2k | 98.32 | |
Dover Corporation (DOV) | 0.2 | $213k | 1.2k | 181.28 | |
Becton, Dickinson and (BDX) | 0.2 | $213k | 845.00 | 252.07 | |
Verizon Communications (VZ) | 0.2 | $212k | 4.1k | 51.94 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $210k | 704.00 | 298.30 | |
Nucor Corporation (NUE) | 0.2 | $207k | 1.8k | 114.18 |