Guardian Wealth Advisors as of June 30, 2025
Portfolio Holdings for Guardian Wealth Advisors
Guardian Wealth Advisors holds 74 positions in its portfolio as reported in the June 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) | 14.6 | $25M | 40k | 617.84 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 13.1 | $22M | 387k | 57.01 | |
| Ishares Tr Russell 2000 Etf (IWM) | 10.2 | $17M | 80k | 215.79 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 8.9 | $15M | 241k | 62.02 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 5.9 | $10M | 105k | 95.32 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 5.7 | $9.6M | 183k | 52.34 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.5 | $9.3M | 17k | 551.64 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.0 | $6.7M | 135k | 49.46 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.7 | $6.2M | 56k | 110.10 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 3.2 | $5.4M | 28k | 195.42 | |
| Spdr Series Trust Bloomberg Sht Te (SJNK) | 2.1 | $3.5M | 138k | 25.48 | |
| Ishares U S Etf Tr Short Duration B (NEAR) | 1.6 | $2.7M | 52k | 51.10 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.4 | $2.4M | 47k | 50.68 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.2 | $2.1M | 23k | 91.97 | |
| Ishares Tr Ultra Short Dur (ICSH) | 1.1 | $1.9M | 38k | 50.71 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 1.0 | $1.8M | 57k | 30.68 | |
| C H Robinson Worldwide Com New (CHRW) | 0.9 | $1.6M | 17k | 95.95 | |
| Cardinal Health (CAH) | 0.7 | $1.1M | 6.7k | 168.01 | |
| Abbvie (ABBV) | 0.7 | $1.1M | 6.0k | 185.63 | |
| S&p Global (SPGI) | 0.6 | $960k | 1.8k | 527.29 | |
| Johnson & Johnson (JNJ) | 0.6 | $944k | 6.2k | 152.74 | |
| Cincinnati Financial Corporation (CINF) | 0.6 | $932k | 6.3k | 148.93 | |
| Chevron Corporation (CVX) | 0.5 | $878k | 6.1k | 143.20 | |
| Abbott Laboratories (ABT) | 0.5 | $872k | 6.4k | 136.00 | |
| Ecolab (ECL) | 0.5 | $862k | 3.2k | 269.47 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $784k | 7.3k | 107.80 | |
| Procter & Gamble Company (PG) | 0.4 | $722k | 4.5k | 159.31 | |
| Gra (GGG) | 0.4 | $651k | 7.6k | 85.97 | |
| Lowe's Companies (LOW) | 0.4 | $640k | 2.9k | 221.89 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $614k | 2.2k | 279.86 | |
| Pepsi (PEP) | 0.4 | $602k | 4.6k | 132.04 | |
| Emerson Electric (EMR) | 0.4 | $601k | 4.5k | 133.32 | |
| Microsoft Corporation (MSFT) | 0.3 | $571k | 1.1k | 497.61 | |
| Consolidated Edison (ED) | 0.3 | $569k | 5.7k | 100.34 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $568k | 26k | 22.10 | |
| Apple (AAPL) | 0.3 | $564k | 2.8k | 205.17 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $555k | 6.9k | 80.65 | |
| International Business Machines (IBM) | 0.3 | $551k | 1.9k | 294.72 | |
| 3M Company (MMM) | 0.3 | $543k | 3.6k | 152.26 | |
| SYSCO Corporation (SYY) | 0.3 | $504k | 6.7k | 75.74 | |
| Fastenal Company (FAST) | 0.3 | $501k | 12k | 42.00 | |
| T. Rowe Price (TROW) | 0.3 | $446k | 4.6k | 96.50 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $440k | 775.00 | 567.93 | |
| Genuine Parts Company (GPC) | 0.3 | $434k | 3.6k | 121.30 | |
| General Mills (GIS) | 0.2 | $409k | 7.9k | 51.81 | |
| Target Corporation (TGT) | 0.2 | $406k | 4.1k | 98.65 | |
| Wal-Mart Stores (WMT) | 0.2 | $381k | 3.9k | 97.77 | |
| Air Products & Chemicals (APD) | 0.2 | $366k | 1.3k | 282.02 | |
| Automatic Data Processing (ADP) | 0.2 | $354k | 1.1k | 308.28 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $335k | 12k | 28.05 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $332k | 535.00 | 620.76 | |
| Medtronic SHS (MDT) | 0.2 | $322k | 3.7k | 87.18 | |
| Chubb (CB) | 0.2 | $304k | 1.1k | 289.65 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $298k | 613.00 | 485.77 | |
| Clorox Company (CLX) | 0.2 | $296k | 2.5k | 120.07 | |
| Cintas Corporation (CTAS) | 0.2 | $296k | 1.3k | 222.84 | |
| McDonald's Corporation (MCD) | 0.2 | $294k | 1.0k | 292.10 | |
| Pentair SHS (PNR) | 0.2 | $287k | 2.8k | 102.68 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $280k | 2.2k | 128.89 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $271k | 2.7k | 100.72 | |
| UnitedHealth (UNH) | 0.2 | $268k | 860.00 | 312.03 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $260k | 8.6k | 30.14 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $253k | 10k | 24.44 | |
| Expeditors International of Washington (EXPD) | 0.1 | $241k | 2.1k | 114.27 | |
| Boston Scientific Corporation (BSX) | 0.1 | $240k | 2.2k | 107.41 | |
| Coca-Cola Company (KO) | 0.1 | $232k | 3.3k | 70.74 | |
| FactSet Research Systems (FDS) | 0.1 | $223k | 499.00 | 447.28 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $218k | 4.1k | 52.76 | |
| Costco Wholesale Corporation (COST) | 0.1 | $218k | 220.00 | 989.94 | |
| Amazon (AMZN) | 0.1 | $212k | 965.00 | 219.39 | |
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.1 | $210k | 4.9k | 42.60 | |
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.1 | $209k | 3.9k | 54.38 | |
| Hormel Foods Corporation (HRL) | 0.1 | $206k | 6.8k | 30.25 | |
| Sherwin-Williams Company (SHW) | 0.1 | $205k | 598.00 | 343.37 |
