Guardian Wealth Advisors, LLC Top Holdings and 13F Report (2024)

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About Guardian Wealth Advisors, LLC

Investment Activity

Guardian Wealth Advisors, LLC has $153.91 million in total holdings as of March 31, 2024.
Guardian Wealth Advisors, LLC owns shares of 80 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
Approximately 8.51% of the portfolio was purchased this quarter.
About 2.28% of the portfolio was sold this quarter.
This quarter, Guardian Wealth Advisors, LLC has purchased 74 new stocks and bought additional shares in 36 stocks.
Guardian Wealth Advisors, LLC sold shares of 33 stocks and completely divested from 1 stock this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $21,299,470
Vanguard FTSE Developed Markets ETF: $17,187,240
iShares Russell 2000 ETF: $15,412,808
iShares S&P 500 Growth ETF: $11,742,481
iShares S&P 500 Value ETF: $11,612,430

Largest New Holdings this Quarter

SPDR Portfolio S&P 500 Growth ETF: $872,829 Holding
Walmart: $219,232 Holding
SPDR Portfolio S&P 400 Mid Cap ETF: $218,694 Holding
Schwab US Large-Cap ETF: $214,065 Holding
SPDR Portfolio S&P 600 Small Cap ETF: $211,843 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 146,818 shares (about $8.92M)
SPDR Portfolio S&P 500 Growth ETF: 11,932 shares (about $872.83K)
SPDR Portfolio S&P 500 Value ETF: 14,653 shares (about $734.11K)
Schwab International Equity ETF: 6,283 shares (about $245.17K)
Walmart: 3,644 shares (about $219.23K)

Largest Sales this Quarter

iShares S&P 500 Growth ETF: 8,872 shares (about $749.15K)
iShares S&P 500 Value ETF: 3,378 shares (about $631.04K)
SPDR S&P 500 ETF Trust: 634 shares (about $331.63K)
Invesco QQQ: 551 shares (about $244.65K)
Vanguard Mid-Cap ETF: 870 shares (about $217.36K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$21,299,470	$331,627 ▼	-1.5%	40,720	13.8%	Finance
VEA Vanguard FTSE Developed Markets ETF	$17,187,240	$97,179 ▲	0.6%	342,580	11.2%	ETF
IWM iShares Russell 2000 ETF	$15,412,808	$144,055 ▼	-0.9%	73,290	10.0%	Finance
IVW iShares S&P 500 Growth ETF	$11,742,481	$749,152 ▼	-6.0%	139,063	7.6%	ETF
IVE iShares S&P 500 Value ETF	$11,612,430	$631,041 ▼	-5.2%	62,162	7.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$11,111,151	$8,917,712 ▲	406.6%	182,930	7.2%	ETF
QQQ Invesco QQQ	$8,469,578	$244,652 ▼	-2.8%	19,075	5.5%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$4,862,698	$121,091 ▲	2.6%	116,416	3.2%	ETF
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$4,578,889	$51,424 ▲	1.1%	181,558	3.0%	ETF
IWR iShares Russell Mid-Cap ETF	$3,990,876	$139,084 ▼	-3.4%	47,460	2.6%	ETF
NEAR BlackRock Short Duration Bond ETF	$2,954,130	$196,289 ▼	-6.2%	58,544	1.9%	ETF
PFF iShares Preferred and Income Securities ETF	$2,762,636	$41,706 ▲	1.5%	85,716	1.8%	ETF
ICSH BlackRock Ultra Short-Term Bond ETF	$2,072,674	$90,301 ▼	-4.2%	40,994	1.3%	ETF
CHRW C.H. Robinson Worldwide	$1,383,921		0.0%	18,176	0.9%	Transportation
ABBV AbbVie	$1,238,966	$35,326 ▼	-2.8%	6,804	0.8%	Medical
JPST JPMorgan Ultra-Short Income ETF	$1,102,736	$42,630 ▲	4.0%	21,858	0.7%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$992,178	$734,114 ▲	284.5%	19,804	0.6%	ETF
CINF Cincinnati Financial	$947,362	$7,201 ▼	-0.8%	7,630	0.6%	Finance
JNJ Johnson & Johnson	$946,951	$48,091 ▲	5.4%	5,986	0.6%	Medical
CVX Chevron	$916,289	$94,799 ▲	11.5%	5,809	0.6%	Oils/Energy
SPYG SPDR Portfolio S&P 500 Growth ETF	$872,829	$872,829 ▲	New Holding	11,932	0.6%	ETF
VO Vanguard Mid-Cap ETF	$866,198	$217,361 ▼	-20.1%	3,467	0.6%	ETF
CAH Cardinal Health	$862,692	$62,892 ▼	-6.8%	7,709	0.6%	Medical
XOM Exxon Mobil	$832,182	$8,137 ▼	-1.0%	7,159	0.5%	Oils/Energy
SPGI S&P Global	$822,678	$8,082 ▲	1.0%	1,934	0.5%	Business Services
PEP PepsiCo	$806,023	$49,698 ▲	6.6%	4,606	0.5%	Consumer Staples
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$795,955	$98,717 ▼	-11.0%	10,240	0.5%	ETF
TGT Target	$790,923	$87,191 ▲	12.4%	4,463	0.5%	Retail/Wholesale
ECL Ecolab	$777,913	$43,872 ▼	-5.3%	3,369	0.5%	Basic Materials
MMM 3M	$772,846	$7,001 ▲	0.9%	7,286	0.5%	Multi-Sector Conglomerates
TROW T. Rowe Price Group	$743,669	$17,555 ▲	2.4%	6,100	0.5%	Finance
GIS General Mills	$705,559	$34,074 ▲	5.1%	10,084	0.5%	Consumer Staples
GGG Graco	$703,067		0.0%	7,523	0.5%	Industrial Products
ABT Abbott Laboratories	$698,123	$8,411 ▲	1.2%	6,142	0.5%	Medical
LOW Lowe's Companies	$690,740	$26,998 ▲	4.1%	2,712	0.4%	Retail/Wholesale
PG Procter & Gamble	$648,128	$24,822 ▲	4.0%	3,995	0.4%	Consumer Staples
SYY Sysco	$634,047	$26,791 ▼	-4.1%	7,810	0.4%	Consumer Staples
AMZN Amazon.com	$627,181	$8,117 ▼	-1.3%	3,477	0.4%	Retail/Wholesale
EMR Emerson Electric	$594,519	$4,877 ▼	-0.8%	5,242	0.4%	Industrial Products
VIG Vanguard Dividend Appreciation ETF	$593,635	$4,382 ▲	0.7%	3,251	0.4%	ETF
UNH UnitedHealth Group	$588,539		0.0%	1,190	0.4%	Medical
CLX Clorox	$587,774	$2,909 ▼	-0.5%	3,839	0.4%	Consumer Staples
AAPL Apple	$584,223	$69,791 ▼	-10.7%	3,407	0.4%	Computer and Technology
ED Consolidated Edison	$575,946	$3,633 ▲	0.6%	6,342	0.4%	Utilities
MSFT Microsoft	$534,879	$66,912 ▲	14.3%	1,271	0.3%	Computer and Technology
GPC Genuine Parts	$491,461	$7,437 ▲	1.5%	3,172	0.3%	Auto/Tires/Trucks
NOBL ProShares S&P 500 Aristocrats ETF	$477,991	$7,302 ▲	1.6%	4,713	0.3%	ETF
SCHF Schwab International Equity ETF	$477,576	$245,168 ▲	105.5%	12,239	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$448,068	$88,366 ▲	24.6%	1,724	0.3%	ETF
APD Air Products and Chemicals	$403,049	$7,993 ▲	2.0%	1,664	0.3%	Basic Materials
IBM International Business Machines	$398,557	$14,514 ▼	-3.5%	2,087	0.3%	Computer and Technology
SCHM Schwab U.S. Mid-Cap ETF	$377,163	$4,641 ▲	1.2%	4,632	0.2%	ETF
ADP Automatic Data Processing	$372,882	$8,242 ▼	-2.2%	1,493	0.2%	Business Services
KMB Kimberly-Clark	$369,889	$2,069 ▲	0.6%	2,860	0.2%	Consumer Staples
IVV iShares Core S&P 500 ETF	$363,145	$8,409 ▲	2.4%	691	0.2%	ETF
HRL Hormel Foods	$353,855	$27,738 ▼	-7.3%	10,142	0.2%	Consumer Staples
SWK Stanley Black & Decker	$350,501	$7,737 ▼	-2.2%	3,579	0.2%	Industrial Products
MDT Medtronic	$322,430	$7,843 ▼	-2.4%	3,700	0.2%	Medical
MCD McDonald's	$317,074	$564 ▼	-0.2%	1,125	0.2%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$313,847		0.0%	653	0.2%	ETF
CTAS Cintas	$295,852	$686 ▲	0.2%	431	0.2%	Industrial Products
PNR Pentair	$291,405	$2,307 ▼	-0.8%	3,411	0.2%	Industrial Products
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$290,467	$14,411 ▼	-4.7%	5,664	0.2%	Manufacturing
CB Chubb	$286,564	$20,728 ▲	7.8%	1,106	0.2%	Finance
NUE Nucor	$276,366	$29,893 ▼	-9.8%	1,396	0.2%	Basic Materials
VZ Verizon Communications	$270,804	$22,070 ▲	8.9%	6,454	0.2%	Computer and Technology
BRK.B Berkshire Hathaway	$264,507	$8,410 ▼	-3.1%	629	0.2%	Finance
KO Coca-Cola	$260,254	$1,897 ▲	0.7%	4,254	0.2%	Consumer Staples
EXPD Expeditors International of Washington	$239,925	$9,966 ▼	-4.0%	1,974	0.2%	Transportation
AFL Aflac	$225,923	$515 ▲	0.2%	2,631	0.1%	Finance
WMT Walmart	$219,232	$219,232 ▲	New Holding	3,644	0.1%	Retail/Wholesale
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$218,694	$218,694 ▲	New Holding	4,100	0.1%	ETF
ADM Archer-Daniels-Midland	$217,203	$1,256 ▲	0.6%	3,458	0.1%	Consumer Staples
BDX Becton, Dickinson and Company	$214,467	$2,226 ▼	-1.0%	867	0.1%	Medical
SCHX Schwab US Large-Cap ETF	$214,065	$214,065 ▲	New Holding	3,449	0.1%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$211,843	$211,843 ▲	New Holding	4,922	0.1%	ETF
SHW Sherwin-Williams	$207,681	$207,681 ▲	New Holding	598	0.1%	Construction
SHV iShares Short Treasury Bond ETF	$207,263	$9,396 ▼	-4.3%	1,875	0.1%	ETF
SCHE Schwab Emerging Markets Equity ETF	$200,940	$200,940 ▲	New Holding	7,958	0.1%	ETF
AMCR Amcor	$160,139	$49,823 ▲	45.2%	16,839	0.1%	Industrial Products
LEG Leggett & Platt	$0	$253,395 ▼	-100.0%	0	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Guardian Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Guardian Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Guardian Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Guardian Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGuardian Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information