Guardian Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Guardian Wealth Advisors, LLC

Investment Activity

Guardian Wealth Advisors, LLC has $155.87 million in total holdings as of March 31, 2025.
Guardian Wealth Advisors, LLC owns shares of 73 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 6.61% of the portfolio was purchased this quarter.
About 4.51% of the portfolio was sold this quarter.
This quarter, Guardian Wealth Advisors, LLC has purchased 74 new stocks and bought additional shares in 27 stocks.
Guardian Wealth Advisors, LLC sold shares of 36 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $21,951,083
Vanguard FTSE Developed Markets ETF: $19,340,763
iShares Russell 2000 ETF: $15,296,636
iShares Core S&P Mid-Cap ETF: $12,994,739
Invesco QQQ: $8,026,052

Largest New Holdings this Quarter

311900104 - Fastenal: $273,525 Holding
824348106 - Sherwin-Williams: $203,529 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Value ETF: 52,906 shares (about $2.70M)
SPDR Portfolio S&P 500 Growth ETF: 31,669 shares (about $2.55M)
iShares Core S&P Mid-Cap ETF: 19,876 shares (about $1.16M)
Vanguard FTSE Developed Markets ETF: 21,083 shares (about $1.07M)
iShares Russell 2000 ETF: 4,539 shares (about $905.48K)

Largest Sales this Quarter

iShares S&P 500 Growth ETF: 23,262 shares (about $2.16M)
iShares S&P 500 Value ETF: 10,562 shares (about $2.01M)
iShares Russell Mid-Cap ETF: 4,295 shares (about $365.38K)
SPDR Bloomberg Short Term High Yield Bond ETF: 9,688 shares (about $243.75K)
iShares Preferred and Income Securities ETF: 7,673 shares (about $235.79K)

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	$21,951,083	$518,556 ▲	2.4%	39,241	14.1%	Finance
VEA Vanguard FTSE Developed Markets ETF	$19,340,763	$1,071,649 ▲	5.9%	380,499	12.4%	ETF
IWM iShares Russell 2000 ETF	$15,296,636	$905,482 ▲	6.3%	76,679	9.8%	Finance
IJH iShares Core S&P Mid-Cap ETF	$12,994,739	$1,159,766 ▲	9.8%	222,703	8.3%	ETF
QQQ Invesco QQQ	$8,026,052	$83,937 ▲	1.1%	17,116	5.1%	Finance
SPYV SPDR Portfolio S&P 500 Value ETF	$7,667,400	$2,701,911 ▲	54.4%	150,135	4.9%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$7,110,585	$2,545,241 ▲	55.8%	88,473	4.6%	ETF
IVW iShares S&P 500 Growth ETF	$6,200,617	$2,159,424 ▼	-25.8%	66,795	4.0%	ETF
IVE iShares S&P 500 Value ETF	$6,089,265	$2,012,920 ▼	-24.8%	31,951	3.9%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$5,836,445	$351,624 ▲	6.4%	128,954	3.7%	ETF
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$3,870,187	$243,750 ▼	-5.9%	153,823	2.5%	ETF
NEAR iShares Short Duration Bond Active ETF	$3,138,272	$2,543 ▲	0.1%	61,692	2.0%	ETF
IWR iShares Russell Mid-Cap ETF	$2,329,650	$365,377 ▼	-13.6%	27,385	1.5%	ETF
JPST JPMorgan Ultra-Short Income ETF	$2,194,912	$107,336 ▲	5.1%	43,352	1.4%	ETF
PFF iShares Preferred and Income Securities ETF	$2,193,778	$235,791 ▼	-9.7%	71,389	1.4%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$1,996,141	$26,921 ▼	-1.3%	39,372	1.3%	ETF
CHRW C.H. Robinson Worldwide	$1,709,670		0.0%	16,696	1.1%	Transportation
ABBV AbbVie	$1,289,043	$76,689 ▼	-5.6%	6,152	0.8%	Medical
JNJ Johnson & Johnson	$1,016,591	$38,309 ▲	3.9%	6,130	0.7%	Medical
CVX Chevron	$999,426	$5,521 ▼	-0.5%	5,974	0.6%	Energy
SPGI S&P Global	$968,190	$39,114 ▲	4.2%	1,906	0.6%	Business Services
CINF Cincinnati Financial	$942,729	$59,234 ▼	-5.9%	6,382	0.6%	Finance
CAH Cardinal Health	$928,953	$72,465 ▼	-7.2%	6,743	0.6%	Medical
XOM Exxon Mobil	$858,482	$36,870 ▲	4.5%	7,218	0.6%	Energy
ABT Abbott Laboratories	$853,106	$33,960 ▲	4.1%	6,431	0.5%	Medical
ECL Ecolab	$817,301	$254 ▼	0.0%	3,224	0.5%	Basic Materials
AAPL Apple	$797,672	$2,221 ▼	-0.3%	3,591	0.5%	Computer and Technology
PG Procter & Gamble	$730,973	$50,277 ▲	7.4%	4,289	0.5%	Consumer Staples
MMM 3M	$693,231	$190,785 ▼	-21.6%	4,720	0.4%	Multi-Sector Conglomerates
LOW Lowe's Companies	$680,595	$45,948 ▲	7.2%	2,918	0.4%	Retail/Wholesale
PEP PepsiCo	$672,914	$43,182 ▼	-6.0%	4,488	0.4%	Consumer Staples
ED Consolidated Edison	$658,570	$42,025 ▼	-6.0%	5,955	0.4%	Utilities
GGG Graco	$628,217		0.0%	7,523	0.4%	Industrials
VO Vanguard Mid-Cap ETF	$590,175	$123,104 ▼	-17.3%	2,282	0.4%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$564,852	$11,833 ▼	-2.1%	7,160	0.4%	ETF
UNH UnitedHealth Group	$560,492	$31,429 ▼	-5.3%	1,070	0.4%	Medical
TROW T. Rowe Price Group	$507,814	$77,256 ▼	-13.2%	5,528	0.3%	Finance
SCHF Schwab International Equity ETF	$507,774	$2,730 ▲	0.5%	25,671	0.3%	ETF
SYY Sysco	$502,705	$2,026 ▼	-0.4%	6,699	0.3%	Consumer Staples
AMZN Amazon.com	$497,530		0.0%	2,615	0.3%	Retail/Wholesale
EMR Emerson Electric	$490,706	$20,501 ▲	4.4%	4,476	0.3%	Industrials
GIS General Mills	$458,975	$158,812 ▼	-25.7%	7,676	0.3%	Consumer Staples
MSFT Microsoft	$440,049	$8,636 ▼	-1.9%	1,172	0.3%	Computer and Technology
IBM International Business Machines	$431,559	$114,850 ▼	-21.0%	1,736	0.3%	Computer and Technology
TGT Target	$421,960	$10,854 ▲	2.6%	4,043	0.3%	Retail/Wholesale
GPC Genuine Parts	$420,713	$11,319 ▼	-2.6%	3,531	0.3%	Retail/Wholesale
CLX Clorox	$418,165	$57,866 ▼	-12.2%	2,840	0.3%	Consumer Staples
APD Air Products and Chemicals	$407,155	$12,972 ▲	3.3%	1,381	0.3%	Basic Materials
VOO Vanguard S&P 500 ETF	$404,376	$65,769 ▼	-14.0%	787	0.3%	ETF
CTAS Cintas	$384,671	$26,919 ▲	7.5%	1,872	0.2%	Business Services
ADP Automatic Data Processing	$369,330	$68,428 ▼	-15.6%	1,209	0.2%	Business Services
WMT Walmart	$353,925	$14,575 ▲	4.3%	4,031	0.2%	Retail/Wholesale
MDT Medtronic	$343,724	$35,496 ▼	-9.4%	3,825	0.2%	Medical
MCD McDonald's	$339,738	$4,059 ▼	-1.2%	1,088	0.2%	Retail/Wholesale
KMB Kimberly-Clark	$336,805	$50,492 ▼	-13.0%	2,368	0.2%	Consumer Staples
IVV iShares Core S&P 500 ETF	$333,036	$32,574 ▲	10.8%	593	0.2%	ETF
BRK.B Berkshire Hathaway	$329,667		0.0%	619	0.2%	Finance
CB Chubb	$310,849	$906 ▼	-0.3%	1,029	0.2%	Finance
SCHM Schwab U.S. Mid-Cap ETF	$304,570	$4,952 ▲	1.7%	11,625	0.2%	ETF
KO Coca-Cola	$276,257	$2,865 ▼	-1.0%	3,857	0.2%	Consumer Staples
FAST Fastenal	$273,525	$273,525 ▲	New Holding	3,527	0.2%	Retail/Wholesale
AFL Aflac	$260,757	$445 ▲	0.2%	2,345	0.2%	Finance
EXPD Expeditors International of Washington	$255,812	$2,886 ▲	1.1%	2,127	0.2%	Transportation
NOBL ProShares S&P 500 Aristocrats ETF	$251,706		0.0%	2,463	0.2%	ETF
PNR Pentair	$245,886	$4,199 ▼	-1.7%	2,811	0.2%	Business Services
SCHE Schwab Emerging Markets Equity ETF	$237,901	$2,619 ▲	1.1%	8,629	0.2%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$233,529	$19,849 ▼	-7.8%	4,459	0.1%	Manufacturing
HRL Hormel Foods	$231,812	$8,911 ▼	-3.7%	7,492	0.1%	Consumer Staples
COST Costco Wholesale	$229,825		0.0%	243	0.1%	Retail/Wholesale
SCHX Schwab US Large-Cap ETF	$228,447		0.0%	10,346	0.1%	ETF
BSX Boston Scientific	$225,366	$20,176 ▼	-8.2%	2,234	0.1%	Medical
SHW Sherwin-Williams	$203,529	$203,529 ▲	New Holding	583	0.1%	Basic Materials
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$200,621		0.0%	4,922	0.1%	ETF
SWK Stanley Black & Decker	$0	$263,316 ▼	-100.0%	0	0.0%	Industrials
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$0	$224,229 ▼	-100.0%	0	0.0%	ETF
AMCR Amcor	$0	$133,424 ▼	-100.0%	0	0.0%	Industrials

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 (2025)

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Guardian Wealth Advisors, LLC Top Holdings and 13F Report (2025)

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools