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CIK: 0001858828
Total reported value
$199.8M
$199.8M
80 檔
38.7%
As reported in its official Q1 2024 Form 13F filing, Guardian Wealth Advisors, LLC's tracked investment portfolio stood at $199.8M with 80 total positions.
During Q1 2024, Guardian Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.84% | +0.35% | -1.53% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.17% | -0.42% | +0.57% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.01% | +0.40% | -0.93% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.63% | +0.11% | -6.00% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.55% | -0.19% | -5.15% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.22% | -0.01% | +406.56% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.50% | +0.54% | -2.81% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.16% | -0.10% | +2.55% | |
| 9 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.98% | — | +1.14% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.59% | -0.02% | -3.37% | |
| 11 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.92% | -0.10% | -6.23% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-Other | 1.80% | — | +1.53% | |
| 13 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.35% | -0.40% | -4.17% | |
| 14 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.90% | -0.02% | — | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | +0.01% | -2.77% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.72% | +0.75% | +4.02% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.64% | -0.36% | +284.47% | |
| 18 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.62% | — | -0.75% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | -0.10% | +5.35% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.21% | +11.54% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | +0.21% | — | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.56% | — | -20.06% | |
| 23 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.56% | -0.03% | -6.79% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.19% | -0.97% | |
| 25 | SPGI | S&p Global Inc | Stock-Financials | 0.53% | -0.07% | +0.99% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.52% | -0.10% | +6.57% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.52% | — | -11.03% | |
| 28 | TGT | Target CORP | Stock-Consumer Disc | 0.51% | -0.04% | +12.39% | |
| 29 | ECL | Ecolab Inc | Stock-Materials | 0.51% | -0.03% | -5.34% | |
| 30 | MMM | 3m Co | Stock-Industrials | 0.50% | +0.12% | +0.91% | |
| 31 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.48% | — | +2.42% | |
| 32 | GIS | General Mills Inc | Stock-Consumer Staples | 0.46% | — | +5.07% | |
| 33 | GGG | Graco Inc | Stock-Industrials | 0.46% | -0.08% | — | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.45% | -0.05% | +1.22% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.45% | -0.08% | +4.07% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.03% | +3.98% | |
| 37 | SYY | Sysco CORP | Stock-Consumer Staples | 0.41% | +0.01% | -4.05% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | — | -1.28% | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.39% | -0.01% | -0.81% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.39% | — | +0.74% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.38% | +0.04% | — | |
| 42 | CLX | Clorox Company | Stock-Consumer Staples | 0.38% | — | -0.49% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.38% | -0.01% | -10.67% | |
| 44 | ED | Consolidated Edison Inc | Stock-Utilities | 0.37% | -0.05% | +0.63% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | +0.06% | +14.30% | |
| 46 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.32% | -0.01% | +1.54% | |
| 47 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.31% | — | +1.55% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.31% | -0.01% | +105.49% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.29% | — | +24.57% | |
| 50 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.26% | -0.02% | +2.02% |
According to official SEC Form 13F filings, Guardian Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $199.8M across 80 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, VEA, IWM) accounted for 38.7% of total reported equity market value during Q1 2024.
During Q1 2024, Guardian Wealth Advisors, LLC's top holdings by market value included SPY (13.8%)、VEA (11.2%)、IWM (10.0%). The largest single position, SPY, represented 13.8% of total portfolio value.
In Q1 2024, Guardian Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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