Guardian Wealth Advisors as of June 30, 2022
Portfolio Holdings for Guardian Wealth Advisors
Guardian Wealth Advisors holds 63 positions in its portfolio as reported in the June 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) | 12.2 | $13M | 35k | 377.25 | |
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) | 9.6 | $10M | 256k | 40.80 | |
Ishares Tr Russell 2000 Etf (IWM) | 8.7 | $9.4M | 56k | 169.36 | |
Ishares Tr S&p 500 Val Etf (IVE) | 6.9 | $7.5M | 55k | 137.46 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 5.7 | $6.1M | 102k | 60.35 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 4.8 | $5.2M | 23k | 226.25 | |
Ishares Tr Pfd And Incm Sec (PFF) | 4.7 | $5.1M | 155k | 32.88 | |
Spdr Ser Tr Bloomberg Sht Te (SJNK) | 4.3 | $4.7M | 194k | 24.12 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.2 | $4.5M | 16k | 280.28 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 4.0 | $4.3M | 88k | 49.26 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.3 | $3.5M | 85k | 41.65 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 3.2 | $3.5M | 55k | 64.66 | |
Ishares Tr Blackrock Ultra (ICSH) | 3.2 | $3.4M | 69k | 50.04 | |
C H Robinson Worldwide Com New (CHRW) | 1.7 | $1.8M | 18k | 101.40 | |
Invesco Exch Trd Slf Idx Bulshs 2022 Cb | 1.4 | $1.6M | 74k | 21.18 | |
3M Company (MMM) | 1.1 | $1.2M | 9.1k | 129.42 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.0 | $1.1M | 15k | 73.58 | |
Abbvie (ABBV) | 0.9 | $1.0M | 6.6k | 153.14 | |
Johnson & Johnson (JNJ) | 0.9 | $990k | 5.6k | 177.51 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $965k | 4.9k | 197.02 | |
Cincinnati Financial Corporation (CINF) | 0.8 | $817k | 6.9k | 119.03 | |
Chevron Corporation (CVX) | 0.7 | $708k | 4.9k | 144.73 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $691k | 14k | 50.57 | |
General Mills (GIS) | 0.6 | $685k | 9.1k | 75.40 | |
Pepsi (PEP) | 0.6 | $684k | 4.1k | 166.75 | |
SYSCO Corporation (SYY) | 0.6 | $682k | 8.1k | 84.68 | |
Exxon Mobil Corporation (XOM) | 0.6 | $615k | 7.2k | 85.69 | |
Apple (AAPL) | 0.5 | $579k | 4.2k | 136.81 | |
Ishares Tr Short Treas Bd (SHV) | 0.5 | $578k | 5.3k | 110.10 | |
S&p Global (SPGI) | 0.5 | $569k | 1.7k | 337.09 | |
Clorox Company (CLX) | 0.5 | $556k | 3.9k | 141.01 | |
Abbott Laboratories (ABT) | 0.5 | $556k | 5.1k | 108.70 | |
UnitedHealth (UNH) | 0.5 | $552k | 1.1k | 513.49 | |
Consolidated Edison (ED) | 0.5 | $549k | 5.8k | 95.10 | |
Hormel Foods Corporation (HRL) | 0.5 | $521k | 11k | 47.36 | |
Ecolab (ECL) | 0.5 | $517k | 3.4k | 153.69 | |
Emerson Electric (EMR) | 0.4 | $470k | 5.9k | 79.59 | |
T. Rowe Price (TROW) | 0.4 | $465k | 4.1k | 113.64 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $460k | 4.5k | 101.57 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $458k | 3.2k | 143.53 | |
Target Corporation (TGT) | 0.4 | $456k | 3.2k | 141.31 | |
Gra (GGG) | 0.4 | $453k | 7.6k | 59.37 | |
Procter & Gamble Company (PG) | 0.4 | $434k | 3.0k | 143.66 | |
Cardinal Health (CAH) | 0.3 | $378k | 7.2k | 52.32 | |
Walgreen Boots Alliance (WBA) | 0.3 | $374k | 9.9k | 37.90 | |
Leggett & Platt (LEG) | 0.3 | $370k | 11k | 34.55 | |
Air Products & Chemicals (APD) | 0.3 | $368k | 1.5k | 240.21 | |
Amazon (AMZN) | 0.3 | $365k | 3.4k | 106.10 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $361k | 2.7k | 135.26 | |
Microsoft Corporation (MSFT) | 0.3 | $361k | 1.4k | 256.94 | |
Automatic Data Processing (ADP) | 0.3 | $305k | 1.5k | 210.06 | |
Archer Daniels Midland Company (ADM) | 0.3 | $284k | 3.7k | 77.57 | |
McDonald's Corporation (MCD) | 0.3 | $280k | 1.1k | 246.48 | |
Lowe's Companies (LOW) | 0.3 | $274k | 1.6k | 174.63 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $259k | 4.1k | 62.77 | |
Coca-Cola Company (KO) | 0.2 | $248k | 3.9k | 62.82 | |
Pfizer (PFE) | 0.2 | $240k | 4.6k | 52.48 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $233k | 1.2k | 188.82 | |
Genuine Parts Company (GPC) | 0.2 | $231k | 1.7k | 132.68 | |
Stanley Black & Decker (SWK) | 0.2 | $218k | 2.1k | 104.71 | |
Medtronic SHS (MDT) | 0.2 | $216k | 2.4k | 89.63 | |
Becton, Dickinson and (BDX) | 0.2 | $208k | 846.00 | 245.86 | |
Verizon Communications (VZ) | 0.2 | $205k | 4.0k | 50.63 |