Guardian Wealth Advisors as of March 31, 2022
Portfolio Holdings for Guardian Wealth Advisors
Guardian Wealth Advisors holds 64 positions in its portfolio as reported in the March 2022 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) | 12.6 | $15M | 34k | 451.65 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 9.5 | $12M | 241k | 48.03 | |
Ishares Tr Russell 2000 Etf (IWM) | 8.8 | $11M | 52k | 205.27 | |
Ishares Tr S&p 500 Val Etf (IVE) | 6.8 | $8.3M | 53k | 155.72 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 5.8 | $7.0M | 92k | 76.38 | |
Ishares Tr Pfd And Incm Sec (PFF) | 4.8 | $5.9M | 161k | 36.42 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 4.7 | $5.7M | 21k | 268.34 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.6 | $5.6M | 15k | 362.53 | |
Spdr Ser Tr Bloomberg Sht Te (SJNK) | 4.2 | $5.1M | 194k | 26.24 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 3.8 | $4.6M | 94k | 49.57 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 3.4 | $4.2M | 53k | 78.04 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.1 | $3.8M | 82k | 46.13 | |
Ishares Tr Blackrock Ultra (ICSH) | 3.0 | $3.7M | 73k | 50.16 | |
Invesco Exch Trd Slf Idx Bulshs 2022 Cb | 1.6 | $2.0M | 94k | 21.26 | |
C H Robinson Worldwide Com New (CHRW) | 1.6 | $2.0M | 18k | 107.72 | |
3M Company (MMM) | 1.1 | $1.3M | 8.7k | 148.88 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.0 | $1.2M | 15k | 82.30 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $1.1M | 4.8k | 237.80 | |
Abbvie (ABBV) | 0.9 | $1.1M | 6.5k | 162.05 | |
Johnson & Johnson (JNJ) | 0.8 | $969k | 5.5k | 177.21 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.8 | $951k | 18k | 51.70 | |
Cincinnati Financial Corporation (CINF) | 0.8 | $915k | 6.7k | 136.02 | |
Chevron Corporation (CVX) | 0.6 | $775k | 4.8k | 162.75 | |
Apple (AAPL) | 0.6 | $745k | 4.3k | 174.60 | |
Pepsi (PEP) | 0.6 | $684k | 4.1k | 167.48 | |
S&p Global (SPGI) | 0.5 | $660k | 1.6k | 410.19 | |
SYSCO Corporation (SYY) | 0.5 | $647k | 7.9k | 81.64 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $641k | 6.0k | 107.17 | |
Target Corporation (TGT) | 0.5 | $597k | 2.8k | 212.30 | |
General Mills (GIS) | 0.5 | $595k | 8.8k | 67.74 | |
Exxon Mobil Corporation (XOM) | 0.5 | $592k | 7.2k | 82.61 | |
Ishares Tr Short Treas Bd (SHV) | 0.5 | $579k | 5.3k | 110.29 | |
Emerson Electric (EMR) | 0.5 | $579k | 5.9k | 98.09 | |
Ecolab (ECL) | 0.5 | $576k | 3.3k | 176.52 | |
Hormel Foods Corporation (HRL) | 0.5 | $573k | 11k | 51.55 | |
Abbott Laboratories (ABT) | 0.5 | $573k | 4.8k | 118.36 | |
Amazon (AMZN) | 0.5 | $561k | 172.00 | 3261.63 | |
UnitedHealth (UNH) | 0.5 | $548k | 1.1k | 509.77 | |
Clorox Company (CLX) | 0.4 | $540k | 3.9k | 139.03 | |
Gra (GGG) | 0.4 | $532k | 7.6k | 69.72 | |
Consolidated Edison (ED) | 0.4 | $527k | 5.6k | 94.65 | |
T. Rowe Price (TROW) | 0.4 | $511k | 3.4k | 151.09 | |
Walgreen Boots Alliance (WBA) | 0.4 | $448k | 10k | 44.75 | |
Procter & Gamble Company (PG) | 0.4 | $446k | 2.9k | 152.79 | |
Microsoft Corporation (MSFT) | 0.4 | $433k | 1.4k | 308.40 | |
Cardinal Health (CAH) | 0.3 | $374k | 6.6k | 56.74 | |
Air Products & Chemicals (APD) | 0.3 | $356k | 1.4k | 250.00 | |
Leggett & Platt (LEG) | 0.3 | $355k | 10k | 34.83 | |
Archer Daniels Midland Company (ADM) | 0.3 | $329k | 3.7k | 90.14 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $318k | 4.2k | 75.84 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $318k | 2.6k | 122.97 | |
Automatic Data Processing (ADP) | 0.2 | $303k | 1.3k | 227.48 | |
Lowe's Companies (LOW) | 0.2 | $286k | 1.4k | 202.12 | |
McDonald's Corporation (MCD) | 0.2 | $280k | 1.1k | 247.13 | |
Nucor Corporation (NUE) | 0.2 | $267k | 1.8k | 148.42 | |
Medtronic SHS (MDT) | 0.2 | $264k | 2.4k | 111.02 | |
Stanley Black & Decker (SWK) | 0.2 | $259k | 1.9k | 139.62 | |
Coca-Cola Company (KO) | 0.2 | $249k | 4.0k | 62.06 | |
Pfizer (PFE) | 0.2 | $237k | 4.6k | 51.85 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $231k | 654.00 | 353.21 | |
Becton, Dickinson and (BDX) | 0.2 | $224k | 844.00 | 265.40 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $212k | 2.2k | 94.90 | |
Verizon Communications (VZ) | 0.2 | $204k | 4.0k | 50.95 | |
Genuine Parts Company (GPC) | 0.2 | $202k | 1.6k | 126.17 |