Guardian Wealth Advisors as of Sept. 30, 2022
Portfolio Holdings for Guardian Wealth Advisors
Guardian Wealth Advisors holds 59 positions in its portfolio as reported in the September 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) | 12.8 | $13M | 37k | 357.18 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.5 | $9.8M | 269k | 36.36 | |
| Ishares Tr Russell 2000 Etf (IWM) | 9.2 | $9.5M | 57k | 164.91 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 6.9 | $7.1M | 55k | 128.52 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 6.1 | $6.3M | 108k | 57.85 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.3 | $5.5M | 25k | 219.25 | |
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 4.4 | $4.6M | 192k | 23.78 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.3 | $4.4M | 17k | 267.25 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 4.3 | $4.4M | 139k | 31.67 | |
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 4.0 | $4.1M | 84k | 49.26 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 3.3 | $3.4M | 55k | 62.15 | |
| Ishares Tr Blackrock Ultra (ICSH) | 3.2 | $3.3M | 66k | 50.01 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.1 | $3.2M | 89k | 36.49 | |
| C H Robinson Worldwide Com New (CHRW) | 1.7 | $1.8M | 18k | 96.34 | |
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb | 1.1 | $1.1M | 53k | 21.19 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.0 | $1.1M | 15k | 71.40 | |
| Johnson & Johnson (JNJ) | 0.9 | $922k | 5.6k | 163.45 | |
| Abbvie (ABBV) | 0.9 | $887k | 6.6k | 134.17 | |
| 3M Company (MMM) | 0.8 | $841k | 7.6k | 110.47 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $833k | 4.4k | 187.99 | |
| General Mills (GIS) | 0.7 | $709k | 9.3k | 76.59 | |
| Chevron Corporation (CVX) | 0.7 | $696k | 4.8k | 143.71 | |
| Pepsi (PEP) | 0.7 | $678k | 4.2k | 163.22 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $647k | 7.4k | 87.26 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $645k | 13k | 49.27 | |
| Cincinnati Financial Corporation (CINF) | 0.6 | $625k | 7.0k | 89.59 | |
| Apple (AAPL) | 0.6 | $585k | 4.2k | 138.23 | |
| SYSCO Corporation (SYY) | 0.5 | $564k | 8.0k | 70.73 | |
| S&p Global (SPGI) | 0.5 | $523k | 1.7k | 305.13 | |
| UnitedHealth (UNH) | 0.5 | $523k | 1.0k | 505.31 | |
| Clorox Company (CLX) | 0.5 | $509k | 4.0k | 128.50 | |
| Target Corporation (TGT) | 0.5 | $505k | 3.4k | 148.44 | |
| Consolidated Edison (ED) | 0.5 | $500k | 5.8k | 85.69 | |
| Hormel Foods Corporation (HRL) | 0.5 | $499k | 11k | 45.47 | |
| Abbott Laboratories (ABT) | 0.5 | $496k | 5.1k | 96.78 | |
| Cardinal Health (CAH) | 0.5 | $491k | 7.4k | 66.62 | |
| Ecolab (ECL) | 0.5 | $487k | 3.4k | 144.47 | |
| T. Rowe Price (TROW) | 0.4 | $461k | 4.4k | 104.94 | |
| Gra (GGG) | 0.4 | $457k | 7.6k | 59.90 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $431k | 3.2k | 135.07 | |
| Emerson Electric (EMR) | 0.4 | $430k | 5.9k | 73.18 | |
| Amazon (AMZN) | 0.4 | $393k | 3.5k | 112.93 | |
| Procter & Gamble Company (PG) | 0.4 | $392k | 3.1k | 126.17 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $388k | 4.0k | 96.35 | |
| Air Products & Chemicals (APD) | 0.4 | $374k | 1.6k | 232.88 | |
| Leggett & Platt (LEG) | 0.3 | $358k | 11k | 33.19 | |
| Automatic Data Processing (ADP) | 0.3 | $332k | 1.5k | 226.31 | |
| Microsoft Corporation (MSFT) | 0.3 | $317k | 1.4k | 233.09 | |
| Lowe's Companies (LOW) | 0.3 | $311k | 1.7k | 187.92 | |
| Walgreen Boots Alliance (WBA) | 0.3 | $302k | 9.6k | 31.37 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $302k | 2.7k | 112.64 | |
| Archer Daniels Midland Company (ADM) | 0.3 | $290k | 3.6k | 80.51 | |
| Genuine Parts Company (GPC) | 0.3 | $263k | 1.8k | 149.09 | |
| McDonald's Corporation (MCD) | 0.2 | $252k | 1.1k | 230.56 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $250k | 4.1k | 60.43 | |
| Coca-Cola Company (KO) | 0.2 | $222k | 4.0k | 56.09 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $221k | 1.2k | 179.09 | |
| Medtronic SHS (MDT) | 0.2 | $203k | 2.5k | 80.88 | |
| Pfizer (PFE) | 0.2 | $200k | 4.6k | 43.73 |
