Guardian Wealth Advisors

Guardian Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Guardian Wealth Advisors

Guardian Wealth Advisors holds 74 positions in its portfolio as reported in the December 2024 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) 14.4 $23M 38k 586.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.0 $17M 359k 47.82
Ishares Tr Russell 2000 Etf (IWM) 10.2 $16M 72k 220.96
Ishares Tr Core S&p Mcp Etf (IJH) 8.1 $13M 203k 62.31
Ishares Tr S&p 500 Grwt Etf (IVW) 5.9 $9.1M 90k 101.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.5 $8.7M 17k 511.24
Ishares Tr S&p 500 Val Etf (IVE) 5.2 $8.1M 43k 190.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $5.3M 121k 44.04
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.2 $5.0M 57k 87.90
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.2 $5.0M 97k 51.14
Spdr Ser Tr Bloomberg Sht Te (SJNK) 2.6 $4.1M 164k 25.25
Ishares U S Etf Tr Short Duration B (NEAR) 2.0 $3.1M 62k 50.50
Ishares Tr Rus Mid Cap Etf (IWR) 1.8 $2.8M 32k 88.40
Ishares Tr Pfd And Incm Sec (PFF) 1.6 $2.5M 79k 31.44
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.3 $2.1M 41k 50.37
Ishares Tr Ultra Short-term (ICSH) 1.3 $2.0M 40k 50.43
C H Robinson Worldwide Com New (CHRW) 1.1 $1.7M 17k 103.32
Abbvie (ABBV) 0.7 $1.2M 6.5k 177.70
Cincinnati Financial Corporation (CINF) 0.6 $975k 6.8k 143.71
S&p Global (SPGI) 0.6 $911k 1.8k 498.13
Apple (AAPL) 0.6 $902k 3.6k 250.42
Chevron Corporation (CVX) 0.6 $870k 6.0k 144.84
Cardinal Health (CAH) 0.6 $860k 7.3k 118.27
Johnson & Johnson (JNJ) 0.5 $853k 5.9k 144.63
3M Company (MMM) 0.5 $777k 6.0k 129.08
Ecolab (ECL) 0.5 $756k 3.2k 234.32
Exxon Mobil Corporation (XOM) 0.5 $743k 6.9k 107.56
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $728k 2.8k 264.11
Pepsi (PEP) 0.5 $726k 4.8k 152.07
T. Rowe Price (TROW) 0.5 $720k 6.4k 113.09
Abbott Laboratories (ABT) 0.4 $698k 6.2k 113.11
Lowe's Companies (LOW) 0.4 $672k 2.7k 246.83
Procter & Gamble Company (PG) 0.4 $670k 4.0k 167.66
General Mills (GIS) 0.4 $659k 10k 63.77
Gra (GGG) 0.4 $634k 7.5k 84.29
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $575k 7.3k 78.65
Amazon (AMZN) 0.4 $574k 2.6k 219.39
UnitedHealth (UNH) 0.4 $572k 1.1k 505.89
Consolidated Edison (ED) 0.4 $565k 6.3k 89.24
Target Corporation (TGT) 0.3 $533k 3.9k 135.18
Emerson Electric (EMR) 0.3 $532k 4.3k 123.93
Clorox Company (CLX) 0.3 $525k 3.2k 162.43
SYSCO Corporation (SYY) 0.3 $514k 6.7k 76.47
Microsoft Corporation (MSFT) 0.3 $504k 1.2k 421.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $493k 915.00 538.73
International Business Machines (IBM) 0.3 $483k 2.2k 219.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $472k 26k 18.50
Genuine Parts Company (GPC) 0.3 $423k 3.6k 116.75
Automatic Data Processing (ADP) 0.3 $419k 1.4k 292.65
Air Products & Chemicals (APD) 0.2 $388k 1.3k 290.02
Kimberly-Clark Corporation (KMB) 0.2 $357k 2.7k 131.03
Wal-Mart Stores (WMT) 0.2 $349k 3.9k 90.35
Medtronic SHS (MDT) 0.2 $337k 4.2k 79.88
McDonald's Corporation (MCD) 0.2 $319k 1.1k 289.80
Cintas Corporation (CTAS) 0.2 $318k 1.7k 182.72
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $317k 11k 27.71
Ishares Tr Core S&p500 Etf (IVV) 0.2 $315k 535.00 588.15
Pentair SHS (PNR) 0.2 $288k 2.9k 100.63
Chubb (CB) 0.2 $285k 1.0k 276.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $281k 619.00 453.28
Stanley Black & Decker (SWK) 0.2 $263k 3.3k 80.28
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $250k 4.8k 51.70
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $245k 2.5k 99.56
Hormel Foods Corporation (HRL) 0.2 $244k 7.8k 31.37
Coca-Cola Company (KO) 0.2 $243k 3.9k 62.26
AFLAC Incorporated (AFL) 0.2 $242k 2.3k 103.46
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $240k 10k 23.18
Expeditors International of Washington (EXPD) 0.1 $233k 2.1k 110.80
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $227k 8.5k 26.63
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $224k 4.1k 54.69
Costco Wholesale Corporation (COST) 0.1 $223k 243.00 916.27
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $221k 4.9k 44.92
Boston Scientific Corporation (BSX) 0.1 $217k 2.4k 89.32
Amcor Ord (AMCR) 0.1 $133k 14k 9.41