Guardian Wealth Advisors

Guardian Wealth Advisors as of March 31, 2025

Portfolio Holdings for Guardian Wealth Advisors

Guardian Wealth Advisors holds 73 positions in its portfolio as reported in the March 2025 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) 14.1 $22M 39k 559.39
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 12.4 $19M 381k 50.83
Ishares Tr Russell 2000 Etf (IWM) 9.8 $15M 77k 199.49
Ishares Tr Core S&p Mcp Etf (IJH) 8.3 $13M 223k 58.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.1 $8.0M 17k 468.92
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.9 $7.7M 150k 51.07
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.6 $7.1M 89k 80.37
Ishares Tr S&p 500 Grwt Etf (IVW) 4.0 $6.2M 67k 92.83
Ishares Tr S&p 500 Val Etf (IVE) 3.9 $6.1M 32k 190.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.7 $5.8M 129k 45.26
Spdr Ser Tr Bloomberg Sht Te (SJNK) 2.5 $3.9M 154k 25.16
Ishares U S Etf Tr Short Duration B (NEAR) 2.0 $3.1M 62k 50.87
Ishares Tr Rus Mid Cap Etf (IWR) 1.5 $2.3M 27k 85.07
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.4 $2.2M 43k 50.63
Ishares Tr Pfd And Incm Sec (PFF) 1.4 $2.2M 71k 30.73
Ishares Tr Ultra Short-term (ICSH) 1.3 $2.0M 39k 50.70
C H Robinson Worldwide Com New (CHRW) 1.1 $1.7M 17k 102.40
Abbvie (ABBV) 0.8 $1.3M 6.2k 209.53
Johnson & Johnson (JNJ) 0.7 $1.0M 6.1k 165.84
Chevron Corporation (CVX) 0.6 $999k 6.0k 167.30
S&p Global (SPGI) 0.6 $968k 1.9k 507.97
Cincinnati Financial Corporation (CINF) 0.6 $943k 6.4k 147.72
Cardinal Health (CAH) 0.6 $929k 6.7k 137.77
Exxon Mobil Corporation (XOM) 0.6 $859k 7.2k 118.94
Abbott Laboratories (ABT) 0.5 $853k 6.4k 132.66
Ecolab (ECL) 0.5 $817k 3.2k 253.51
Apple (AAPL) 0.5 $798k 3.6k 222.13
Procter & Gamble Company (PG) 0.5 $731k 4.3k 170.43
3M Company (MMM) 0.4 $693k 4.7k 146.87
Lowe's Companies (LOW) 0.4 $681k 2.9k 233.24
Pepsi (PEP) 0.4 $673k 4.5k 149.94
Consolidated Edison (ED) 0.4 $659k 6.0k 110.59
Gra (GGG) 0.4 $628k 7.5k 83.51
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $590k 2.3k 258.62
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $565k 7.2k 78.89
UnitedHealth (UNH) 0.4 $561k 1.1k 523.82
T. Rowe Price (TROW) 0.3 $508k 5.5k 91.86
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $508k 26k 19.78
SYSCO Corporation (SYY) 0.3 $503k 6.7k 75.04
Amazon (AMZN) 0.3 $498k 2.6k 190.26
Emerson Electric (EMR) 0.3 $491k 4.5k 109.63
General Mills (GIS) 0.3 $459k 7.7k 59.79
Microsoft Corporation (MSFT) 0.3 $440k 1.2k 375.47
International Business Machines (IBM) 0.3 $432k 1.7k 248.59
Target Corporation (TGT) 0.3 $422k 4.0k 104.37
Genuine Parts Company (GPC) 0.3 $421k 3.5k 119.15
Clorox Company (CLX) 0.3 $418k 2.8k 147.24
Air Products & Chemicals (APD) 0.3 $407k 1.4k 294.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $404k 787.00 513.82
Cintas Corporation (CTAS) 0.2 $385k 1.9k 205.49
Automatic Data Processing (ADP) 0.2 $369k 1.2k 305.48
Wal-Mart Stores (WMT) 0.2 $354k 4.0k 87.80
Medtronic SHS (MDT) 0.2 $344k 3.8k 89.86
McDonald's Corporation (MCD) 0.2 $340k 1.1k 312.26
Kimberly-Clark Corporation (KMB) 0.2 $337k 2.4k 142.23
Ishares Tr Core S&p500 Etf (IVV) 0.2 $333k 593.00 561.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $330k 619.00 532.58
Chubb (CB) 0.2 $311k 1.0k 302.09
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $305k 12k 26.20
Coca-Cola Company (KO) 0.2 $276k 3.9k 71.62
Fastenal Company (FAST) 0.2 $274k 3.5k 77.55
AFLAC Incorporated (AFL) 0.2 $261k 2.3k 111.20
Expeditors International of Washington (EXPD) 0.2 $256k 2.1k 120.27
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $252k 2.5k 102.19
Pentair SHS (PNR) 0.2 $246k 2.8k 87.47
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $238k 8.6k 27.57
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $234k 4.5k 52.37
Hormel Foods Corporation (HRL) 0.1 $232k 7.5k 30.94
Costco Wholesale Corporation (COST) 0.1 $230k 243.00 945.78
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $228k 10k 22.08
Boston Scientific Corporation (BSX) 0.1 $225k 2.2k 100.88
Sherwin-Williams Company (SHW) 0.1 $204k 583.00 349.11
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $201k 4.9k 40.76