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

About Guardian Wealth Advisors, LLC

Investment Activity

Guardian Wealth Advisors, LLC has $168.93 million in total holdings as of June 30, 2025.
Guardian Wealth Advisors, LLC owns shares of 74 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 4.37% of the portfolio was purchased this quarter.
About 3.43% of the portfolio was sold this quarter.
This quarter, Guardian Wealth Advisors, LLC has purchased 73 new stocks and bought additional shares in 26 stocks.
Guardian Wealth Advisors, LLC sold shares of 42 stocks and completely divested from 1 stock this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $24,706,992
Vanguard FTSE Developed Markets ETF: $22,057,978
iShares Russell 2000 ETF: $17,235,714
iShares Core S&P Mid-Cap ETF: $14,951,666
SPDR Portfolio S&P 500 Growth ETF: $9,981,369

Largest New Holdings this Quarter

303075105 - FactSet Research Systems: $223,193 Holding
78464A847 - SPDR Portfolio S&P 400 Mid Cap ETF: $209,363 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Value ETF: 32,810 shares (about $1.72M)
SPDR Portfolio S&P 500 Growth ETF: 16,241 shares (about $1.55M)
iShares Core S&P Mid-Cap ETF: 18,375 shares (about $1.14M)
iShares Russell 2000 ETF: 3,194 shares (about $689.23K)
SPDR S&P 500 ETF Trust: 748 shares (about $462.15K)

Largest Sales this Quarter

iShares S&P 500 Growth ETF: 10,573 shares (about $1.16M)
iShares S&P 500 Value ETF: 4,386 shares (about $857.12K)
iShares Short Duration Bond Active ETF: 9,380 shares (about $479.32K)
iShares Russell Mid-Cap ETF: 4,784 shares (about $439.99K)
iShares Preferred and Income Securities ETF: 14,326 shares (about $439.52K)

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	$24,706,992	$462,148 ▲	1.9%	39,989	14.6%	Finance
VEA Vanguard FTSE Developed Markets ETF	$22,057,978	$365,719 ▲	1.7%	386,914	13.1%	ETF
IWM iShares Russell 2000 ETF	$17,235,714	$689,230 ▲	4.2%	79,873	10.2%	Finance
IJH iShares Core S&P Mid-Cap ETF	$14,951,666	$1,139,618 ▲	8.3%	241,078	8.9%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$9,981,369	$1,548,097 ▲	18.4%	104,714	5.9%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$9,575,367	$1,717,280 ▲	21.9%	182,945	5.7%	ETF
QQQ Invesco QQQ	$9,313,971	$127,982 ▼	-1.4%	16,884	5.5%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$6,681,975	$303,931 ▲	4.8%	135,099	4.0%	ETF
IVW iShares S&P 500 Growth ETF	$6,190,014	$1,164,082 ▼	-15.8%	56,222	3.7%	ETF
IVE iShares S&P 500 Value ETF	$5,386,780	$857,117 ▼	-13.7%	27,565	3.2%	ETF
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$3,504,895	$414,508 ▼	-10.6%	137,555	2.1%	ETF
NEAR iShares Short Duration Bond Active ETF	$2,673,143	$479,318 ▼	-15.2%	52,312	1.6%	ETF
JPST JPMorgan Ultra-Short Income ETF	$2,372,179	$175,099 ▲	8.0%	46,807	1.4%	ETF
IWR iShares Russell Mid-Cap ETF	$2,078,645	$439,991 ▼	-17.5%	22,601	1.2%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$1,902,711	$93,865 ▼	-4.7%	37,521	1.1%	ETF
PFF iShares Preferred and Income Securities ETF	$1,750,686	$439,520 ▼	-20.1%	57,063	1.0%	ETF
CHRW C.H. Robinson Worldwide	$1,601,981		0.0%	16,696	0.9%	Transportation
CAH Cardinal Health	$1,119,628	$13,273 ▼	-1.2%	6,664	0.7%	Medical
ABBV AbbVie	$1,108,407	$33,599 ▼	-2.9%	5,971	0.7%	Medical
SPGI S&P Global	$960,187	$44,819 ▼	-4.5%	1,821	0.6%	Finance
JNJ Johnson & Johnson	$943,793	$7,484 ▲	0.8%	6,179	0.6%	Medical
CINF Cincinnati Financial	$932,157	$18,318 ▼	-1.9%	6,259	0.6%	Finance
CVX Chevron	$877,680	$22,196 ▲	2.6%	6,129	0.5%	Energy
ABT Abbott Laboratories	$871,773	$2,856 ▼	-0.3%	6,410	0.5%	Medical
ECL Ecolab	$861,769	$7,006 ▼	-0.8%	3,198	0.5%	Basic Materials
XOM Exxon Mobil	$783,732	$5,606 ▲	0.7%	7,270	0.5%	Energy
PG Procter & Gamble	$721,652	$38,393 ▲	5.6%	4,530	0.4%	Consumer Staples
GGG Graco	$650,849	$4,126 ▲	0.6%	7,571	0.4%	Industrials
LOW Lowe's Companies	$639,921	$7,544 ▼	-1.2%	2,884	0.4%	Retail/Wholesale
VO Vanguard Mid-Cap ETF	$614,016	$24,628 ▼	-3.9%	2,194	0.4%	ETF
PEP PepsiCo	$602,380	$9,771 ▲	1.6%	4,562	0.4%	Consumer Staples
EMR Emerson Electric	$600,882	$4,133 ▲	0.7%	4,507	0.4%	Industrials
MSFT Microsoft	$570,754	$12,440 ▼	-2.1%	1,147	0.3%	Computer and Technology
ED Consolidated Edison	$568,638	$28,898 ▼	-4.8%	5,667	0.3%	Utilities
SCHF Schwab International Equity ETF	$568,351	$1,017 ▲	0.2%	25,717	0.3%	ETF
AAPL Apple	$564,426	$172,344 ▼	-23.4%	2,751	0.3%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$555,275	$22,179 ▼	-3.8%	6,885	0.3%	ETF
IBM International Business Machines	$550,825	$39,197 ▲	7.7%	1,869	0.3%	Computer and Technology
MMM 3M	$542,487	$176,160 ▼	-24.5%	3,563	0.3%	Multi-Sector Conglomerates
SYY Sysco	$503,642	$3,711 ▼	-0.7%	6,650	0.3%	Consumer Staples
FAST Fastenal	$500,728	$352,593 ▲	238.0%	11,922	0.3%	Retail/Wholesale
TROW T. Rowe Price Group	$445,747	$87,721 ▼	-16.4%	4,619	0.3%	Finance
VOO Vanguard S&P 500 ETF	$440,145	$6,815 ▼	-1.5%	775	0.3%	ETF
GPC Genuine Parts	$434,252	$5,944 ▲	1.4%	3,580	0.3%	Retail/Wholesale
GIS General Mills	$408,542	$10,829 ▲	2.7%	7,885	0.2%	Consumer Staples
TGT Target	$405,666	$6,807 ▲	1.7%	4,112	0.2%	Retail/Wholesale
WMT Walmart	$381,106	$13,003 ▼	-3.3%	3,898	0.2%	Retail/Wholesale
APD Air Products and Chemicals	$366,341	$23,125 ▼	-5.9%	1,299	0.2%	Basic Materials
ADP Automatic Data Processing	$354,212	$18,497 ▼	-5.0%	1,149	0.2%	Computer and Technology
SCHM Schwab U.S. Mid-Cap ETF	$334,996	$8,920 ▲	2.7%	11,943	0.2%	ETF
IVV iShares Core S&P 500 ETF	$332,106	$36,004 ▼	-9.8%	535	0.2%	ETF
MDT Medtronic	$321,505	$11,943 ▼	-3.6%	3,688	0.2%	Medical
CB Chubb	$304,131	$6,083 ▲	2.0%	1,050	0.2%	Finance
BRK.B Berkshire Hathaway	$297,777	$2,915 ▼	-1.0%	613	0.2%	Finance
CLX Clorox	$296,210	$44,786 ▼	-13.1%	2,467	0.2%	Consumer Staples
CTAS Cintas	$296,155	$121,002 ▼	-29.0%	1,329	0.2%	Business Services
MCD McDonald's	$294,435	$23,368 ▼	-7.4%	1,008	0.2%	Retail/Wholesale
PNR Pentair	$287,185	$1,437 ▼	-0.5%	2,797	0.2%	Business Services
KMB Kimberly-Clark	$279,821	$25,391 ▼	-8.3%	2,171	0.2%	Consumer Staples
NOBL ProShares S&P 500 Aristocrats ETF	$270,528	$22,460 ▲	9.1%	2,686	0.2%	ETF
UNH UnitedHealth Group	$268,342	$65,525 ▼	-19.6%	860	0.2%	Medical
SCHE Schwab Emerging Markets Equity ETF	$260,239	$151 ▲	0.1%	8,634	0.2%	ETF
SCHX Schwab US Large-Cap ETF	$252,864		0.0%	10,346	0.1%	ETF
EXPD Expeditors International of Washington	$240,530	$2,514 ▼	-1.0%	2,105	0.1%	Transportation
BSX Boston Scientific	$239,954		0.0%	2,234	0.1%	Medical
KO CocaCola	$232,379	$40,463 ▼	-14.8%	3,285	0.1%	Consumer Staples
FDS FactSet Research Systems	$223,193	$223,193 ▲	New Holding	499	0.1%	Business Services
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$218,373	$16,883 ▼	-7.2%	4,139	0.1%	Manufacturing
COST Costco Wholesale	$217,787	$22,769 ▼	-9.5%	220	0.1%	Retail/Wholesale
AMZN Amazon.com	$211,711	$361,993 ▼	-63.1%	965	0.1%	Retail/Wholesale
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$209,677		0.0%	4,922	0.1%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$209,363	$209,363 ▲	New Holding	3,850	0.1%	ETF
HRL Hormel Foods	$205,478	$21,144 ▼	-9.3%	6,793	0.1%	Consumer Staples
SHW Sherwin-Williams	$205,335	$5,151 ▲	2.6%	598	0.1%	Basic Materials
AFL Aflac	$0	$260,757 ▼	-100.0%	0	0.0%	Finance

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