Guardian Wealth Advisors
Latest statistics and disclosures from Guardian Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VEA, IWM, IVW, IVE, and represent 50.20% of Guardian Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$8.9M), SPYG, SPYV, SCHF, WMT, SPMD, SCHX, SPSM, SHW, SCHE.
- Started 7 new stock positions in WMT, SCHE, SHW, SCHX, SPYG, SPMD, SPSM.
- Reduced shares in these 10 stocks: IVW, IVE, SPY, LEG, QQQ, VO, NEAR, IWM, IWR, HYG.
- Sold out of its position in LEG.
- Guardian Wealth Advisors was a net buyer of stock by $9.6M.
- Guardian Wealth Advisors has $154M in assets under management (AUM), dropping by 7.31%.
- Central Index Key (CIK): 0001858828
Tip: Access up to 7 years of quarterly data
Positions held by Guardian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Guardian Wealth Advisors
Guardian Wealth Advisors holds 80 positions in its portfolio as reported in the March 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) | 13.8 | $21M | 41k | 523.07 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 11.2 | $17M | 343k | 50.17 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 10.0 | $15M | 73k | 210.30 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 7.6 | $12M | -5% | 139k | 84.44 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 7.5 | $12M | -5% | 62k | 186.81 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 7.2 | $11M | +406% | 183k | 60.74 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.5 | $8.5M | -2% | 19k | 444.01 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.2 | $4.9M | +2% | 116k | 41.77 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 3.0 | $4.6M | 182k | 25.22 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 2.6 | $4.0M | -3% | 48k | 84.09 |
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 1.9 | $3.0M | -6% | 59k | 50.46 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 1.8 | $2.8M | 86k | 32.23 |
|
|
| Ishares Tr Blackrock Ultra (ICSH) | 1.3 | $2.1M | -4% | 41k | 50.56 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.9 | $1.4M | 18k | 76.14 |
|
|
| Abbvie (ABBV) | 0.8 | $1.2M | -2% | 6.8k | 182.09 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.7 | $1.1M | +4% | 22k | 50.45 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.6 | $992k | +284% | 20k | 50.10 |
|
| Cincinnati Financial Corporation (CINF) | 0.6 | $947k | 7.6k | 124.16 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $947k | +5% | 6.0k | 158.19 |
|
| Chevron Corporation (CVX) | 0.6 | $916k | +11% | 5.8k | 157.74 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.6 | $873k | NEW | 12k | 73.15 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $866k | -20% | 3.5k | 249.84 |
|
| Cardinal Health (CAH) | 0.6 | $863k | -6% | 7.7k | 111.91 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $832k | 7.2k | 116.24 |
|
|
| S&p Global (SPGI) | 0.5 | $823k | 1.9k | 425.38 |
|
|
| Pepsi (PEP) | 0.5 | $806k | +6% | 4.6k | 174.99 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $796k | -11% | 10k | 77.73 |
|
| Target Corporation (TGT) | 0.5 | $791k | +12% | 4.5k | 177.22 |
|
| Ecolab (ECL) | 0.5 | $778k | -5% | 3.4k | 230.90 |
|
| 3M Company (MMM) | 0.5 | $773k | 7.3k | 106.07 |
|
|
| T. Rowe Price (TROW) | 0.5 | $744k | +2% | 6.1k | 121.91 |
|
| General Mills (GIS) | 0.5 | $706k | +5% | 10k | 69.97 |
|
| Gra (GGG) | 0.5 | $703k | 7.5k | 93.46 |
|
|
| Abbott Laboratories (ABT) | 0.5 | $698k | 6.1k | 113.66 |
|
|
| Lowe's Companies (LOW) | 0.4 | $691k | +4% | 2.7k | 254.70 |
|
| Procter & Gamble Company (PG) | 0.4 | $648k | +3% | 4.0k | 162.23 |
|
| SYSCO Corporation (SYY) | 0.4 | $634k | -4% | 7.8k | 81.18 |
|
| Amazon (AMZN) | 0.4 | $627k | 3.5k | 180.38 |
|
|
| Emerson Electric (EMR) | 0.4 | $595k | 5.2k | 113.41 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $594k | 3.3k | 182.60 |
|
|
| UnitedHealth (UNH) | 0.4 | $589k | 1.2k | 494.57 |
|
|
| Clorox Company (CLX) | 0.4 | $588k | 3.8k | 153.11 |
|
|
| Apple (AAPL) | 0.4 | $584k | -10% | 3.4k | 171.48 |
|
| Consolidated Edison (ED) | 0.4 | $576k | 6.3k | 90.81 |
|
|
| Microsoft Corporation (MSFT) | 0.3 | $535k | +14% | 1.3k | 420.83 |
|
| Genuine Parts Company (GPC) | 0.3 | $492k | 3.2k | 154.94 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $478k | 4.7k | 101.42 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $478k | +105% | 12k | 39.02 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $448k | +24% | 1.7k | 259.90 |
|
| Air Products & Chemicals (APD) | 0.3 | $403k | +2% | 1.7k | 242.22 |
|
| International Business Machines (IBM) | 0.3 | $399k | -3% | 2.1k | 190.97 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $377k | 4.6k | 81.43 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $373k | -2% | 1.5k | 249.75 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $370k | 2.9k | 129.33 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $363k | +2% | 691.00 | 525.54 |
|
| Hormel Foods Corporation (HRL) | 0.2 | $354k | -7% | 10k | 34.89 |
|
| Stanley Black & Decker (SWK) | 0.2 | $351k | -2% | 3.6k | 97.93 |
|
| Medtronic SHS (MDT) | 0.2 | $322k | -2% | 3.7k | 87.14 |
|
| McDonald's Corporation (MCD) | 0.2 | $317k | 1.1k | 281.84 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $314k | 653.00 | 480.62 |
|
|
| Cintas Corporation (CTAS) | 0.2 | $296k | 431.00 | 686.43 |
|
|
| Pentair SHS (PNR) | 0.2 | $291k | 3.4k | 85.43 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $291k | -4% | 5.7k | 51.28 |
|
| Chubb (CB) | 0.2 | $287k | +7% | 1.1k | 259.10 |
|
| Nucor Corporation (NUE) | 0.2 | $276k | -9% | 1.4k | 197.97 |
|
| Verizon Communications (VZ) | 0.2 | $271k | +8% | 6.5k | 41.96 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $265k | -3% | 629.00 | 420.52 |
|
| Coca-Cola Company (KO) | 0.2 | $260k | 4.3k | 61.18 |
|
|
| Expeditors International of Washington (EXPD) | 0.2 | $240k | -3% | 2.0k | 121.54 |
|
| AFLAC Incorporated (AFL) | 0.1 | $226k | 2.6k | 85.87 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $219k | NEW | 3.6k | 60.16 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $219k | NEW | 4.1k | 53.34 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $217k | 3.5k | 62.81 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $215k | 867.00 | 247.37 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $214k | NEW | 3.4k | 62.07 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $212k | NEW | 4.9k | 43.04 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $208k | NEW | 598.00 | 347.29 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $207k | -4% | 1.9k | 110.54 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $201k | NEW | 8.0k | 25.25 |
|
| Amcor Ord (AMCR) | 0.1 | $160k | +45% | 17k | 9.51 |
|
Past Filings by Guardian Wealth Advisors
SEC 13F filings are viewable for Guardian Wealth Advisors going back to 2021
- Guardian Wealth Advisors 2024 Q1 filed April 29, 2024
- Guardian Wealth Advisors 2023 Q4 filed Feb. 9, 2024
- Guardian Wealth Advisors 2023 Q3 filed Oct. 30, 2023
- Guardian Wealth Advisors 2023 Q2 filed Aug. 8, 2023
- Guardian Wealth Advisors 2023 Q1 restated filed May 18, 2023
- Guardian Wealth Advisors 2022 Q3 restated filed May 18, 2023
- Guardian Wealth Advisors 2023 Q1 filed May 3, 2023
- Guardian Wealth Advisors 2022 Q4 filed Feb. 3, 2023
- Guardian Wealth Advisors 2022 Q3 filed Nov. 9, 2022
- Guardian Wealth Advisors 2022 Q2 filed Aug. 12, 2022
- Guardian Wealth Advisors 2022 Q1 filed May 11, 2022
- Guardian Wealth Advisors 2021 Q4 filed Feb. 3, 2022
- Guardian Wealth Advisors 2021 Q3 filed Nov. 10, 2021
- Guardian Wealth Advisors 2021 Q2 filed July 28, 2021
- Guardian Wealth Advisors 2021 Q1 filed May 10, 2021
- Guardian Wealth Advisors 2020 Q4 filed May 10, 2021