Guardian Wealth Advisors as of Sept. 30, 2025
Portfolio Holdings for Guardian Wealth Advisors
Guardian Wealth Advisors holds 74 positions in its portfolio as reported in the September 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) | 15.0 | $26M | 40k | 666.19 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 12.9 | $23M | 380k | 59.92 | |
| Ishares Tr Russell 2000 Etf (IWM) | 11.0 | $19M | 80k | 241.96 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 9.4 | $17M | 253k | 65.26 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 6.6 | $12M | 112k | 104.51 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 6.4 | $11M | 205k | 55.33 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.4 | $9.5M | 16k | 600.37 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.2 | $7.5M | 138k | 54.18 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.2 | $5.7M | 47k | 120.72 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.8 | $4.9M | 96k | 50.73 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 2.8 | $4.9M | 24k | 206.51 | |
| C H Robinson Worldwide Com New (CHRW) | 1.3 | $2.2M | 17k | 132.40 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.1 | $2.0M | 21k | 96.55 | |
| Ishares Tr Ultra Short Dur (ICSH) | 0.9 | $1.7M | 33k | 50.75 | |
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.8 | $1.4M | 27k | 51.28 | |
| Abbvie (ABBV) | 0.8 | $1.3M | 5.8k | 231.52 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.2M | 6.3k | 185.42 | |
| Cincinnati Financial Corporation (CINF) | 0.6 | $977k | 6.2k | 158.11 | |
| Chevron Corporation (CVX) | 0.5 | $968k | 6.2k | 155.29 | |
| Cardinal Health (CAH) | 0.5 | $959k | 6.1k | 156.96 | |
| Apple (AAPL) | 0.5 | $953k | 3.7k | 254.63 | |
| S&p Global (SPGI) | 0.5 | $872k | 1.8k | 486.59 | |
| Abbott Laboratories (ABT) | 0.5 | $827k | 6.2k | 133.94 | |
| Ecolab (ECL) | 0.5 | $822k | 3.0k | 273.90 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $816k | 7.2k | 112.75 | |
| Procter & Gamble Company (PG) | 0.5 | $794k | 5.2k | 153.66 | |
| Lowe's Companies (LOW) | 0.4 | $717k | 2.9k | 251.33 | |
| Pepsi (PEP) | 0.4 | $673k | 4.8k | 140.45 | |
| Microsoft Corporation (MSFT) | 0.4 | $644k | 1.2k | 517.75 | |
| Gra (GGG) | 0.4 | $643k | 7.6k | 84.96 | |
| Fastenal Company (FAST) | 0.4 | $624k | 13k | 49.04 | |
| Spdr Series Trust Bloomberg Sht Te (SJNK) | 0.3 | $602k | 24k | 25.60 | |
| Emerson Electric (EMR) | 0.3 | $578k | 4.4k | 131.17 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $576k | 25k | 23.28 | |
| SYSCO Corporation (SYY) | 0.3 | $548k | 6.7k | 82.34 | |
| Consolidated Edison (ED) | 0.3 | $544k | 5.4k | 100.52 | |
| 3M Company (MMM) | 0.3 | $539k | 3.5k | 155.18 | |
| Genuine Parts Company (GPC) | 0.3 | $518k | 3.7k | 138.60 | |
| FactSet Research Systems (FDS) | 0.3 | $517k | 1.8k | 286.49 | |
| International Business Machines (IBM) | 0.3 | $516k | 1.8k | 282.20 | |
| General Mills (GIS) | 0.2 | $441k | 8.7k | 50.42 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $425k | 694.00 | 612.04 | |
| Target Corporation (TGT) | 0.2 | $399k | 4.4k | 89.70 | |
| Wal-Mart Stores (WMT) | 0.2 | $389k | 3.8k | 103.05 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $367k | 1.3k | 293.69 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $363k | 12k | 29.64 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $358k | 535.00 | 669.28 | |
| Medtronic SHS (MDT) | 0.2 | $351k | 3.7k | 95.25 | |
| Air Products & Chemicals (APD) | 0.2 | $349k | 1.3k | 272.69 | |
| Automatic Data Processing (ADP) | 0.2 | $335k | 1.1k | 293.50 | |
| Chubb (CB) | 0.2 | $315k | 1.1k | 282.29 | |
| McDonald's Corporation (MCD) | 0.2 | $307k | 1.0k | 304.03 | |
| UnitedHealth (UNH) | 0.2 | $297k | 860.00 | 345.36 | |
| Amazon (AMZN) | 0.2 | $296k | 1.3k | 219.57 | |
| Pentair SHS (PNR) | 0.2 | $290k | 2.6k | 110.76 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $289k | 8.6k | 33.37 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $282k | 560.00 | 502.74 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $278k | 2.7k | 103.06 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $273k | 10k | 26.34 | |
| Cintas Corporation (CTAS) | 0.2 | $270k | 1.3k | 205.25 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $260k | 8.2k | 31.62 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $259k | 2.1k | 124.31 | |
| Expeditors International of Washington (EXPD) | 0.1 | $251k | 2.0k | 122.61 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $251k | 1.0k | 243.55 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $238k | 668.00 | 355.47 | |
| Costco Wholesale Corporation (COST) | 0.1 | $227k | 245.00 | 925.63 | |
| Clorox Company (CLX) | 0.1 | $224k | 1.8k | 123.32 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $222k | 1.9k | 118.82 | |
| Boston Scientific Corporation (BSX) | 0.1 | $218k | 2.2k | 97.63 | |
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.1 | $216k | 4.7k | 46.32 | |
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.1 | $213k | 3.7k | 57.19 | |
| Coca-Cola Company (KO) | 0.1 | $212k | 3.2k | 66.32 | |
| AFLAC Incorporated (AFL) | 0.1 | $210k | 1.9k | 111.70 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $201k | 7.2k | 27.90 |
