Guardian Wealth Advisors, LLC — Q3 2024 13F Holdings

Name: Guardian Wealth Advisors, LLC — 13F Holdings, Q3 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001858828

Total reported value

$173.9M

← Back to latest quarter

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	13.89%	-0.20%	-3.47%
2	VEA	Vanguard Ftse Developed ETF	ETF-Other	11.31%	+0.02%	+1.56%
3	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	9.95%	-0.03%	-0.75%
4	IJH	Ishares Core S&p Midcap ETF	ETF-Other	7.49%	+0.32%	+4.28%
5	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	7.36%	-0.30%	-7.58%
6	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	7.06%	-0.04%	-4.61%
7	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	5.20%	-0.33%	-9.11%
8	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	3.34%	+0.06%	-2.20%
9	SJNK	Ss Spdr Bb St Hi Yield ETF	ETF-Other	2.77%	—	-3.54%
10	IWR	Ishares Russell Mid-cap ETF	ETF-Other	1.99%	-0.09%	-14.92%
11	NEAR	Ishares Sh Dba ETF Usd INC	ETF-Other	1.91%	-0.20%	+1.70%
12	PFF	Ishares Preferred & Income S	ETF-Other	1.81%	—	+2.34%
13	ICSH	Ishares Ultra Short Duration	ETF-Other	1.29%	+0.25%	+1.13%
14	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	1.23%	—	+62.21%
15	CHRW	C.h. Robinson Worldwide INC	Stock-Industrials	1.14%	+0.08%	-8.14%
16	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	1.13%	-0.25%	+54.75%
17	JPST	Jpmorgan Ultra-short Income	ETF-Other	1.03%	+1.32%	+17.83%
18	ABBV	Abbvie INC	Stock-Healthcare	0.82%	-0.06%	+0.60%
19	SPGI	S&p Global INC	Stock-Financials	0.60%	-0.06%	-0.63%
20	CINF	Cincinnati Financial CORP	Stock-Financials	0.59%	-0.03%	-6.33%
21	JNJ	Johnson & Johnson	Stock-Healthcare	0.57%	+0.09%	-3.26%
22	VO	Vanguard Mid-cap ETF	ETF-Other	0.55%	—	-2.97%
23	CVX	Chevron CORP	Stock-Energy	0.55%	+0.17%	+3.45%
24	MMM	3m Co	Stock-Industrials	0.54%	-0.02%	-8.18%
25	AAPL	Apple INC	Stock-Tech	0.54%	-0.07%	+10.64%
26	CAH	Cardinal Health INC	Stock-Healthcare	0.51%	-0.08%	-0.60%
27	ECL	Ecolab INC	Stock-Materials	0.51%	-0.02%	-0.92%
28	XOM	Exxon Mobil CORP	Stock-Energy	0.51%	+0.14%	-0.79%
29	PEP	Pepsico INC	Stock-Consumer Staples	0.50%	+0.04%	+5.46%
30	LOW	Lowe's Cos INC	Stock-Consumer Disc	0.47%	-0.01%	+0.72%
31	GIS	General Mills INC	Stock-Consumer Staples	0.46%	-0.22%	EXIT
32	ABT	Abbott Laboratories	Stock-Healthcare	0.43%	-0.08%	+1.65%
33	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.43%	—	+2.51%
34	TROW	T Rowe Price Group INC	Stock-Financials	0.42%	—	+4.48%
35	UNH	Unitedhealth Group INC	Stock-Healthcare	0.41%	-0.04%	-3.00%
36	ED	Consolidated Edison INC	Stock-Utilities	0.41%	+0.05%	+2.67%
37	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	0.41%	—	-13.49%
38	GGG	Graco INC	Stock-Industrials	0.41%	—	—
39	TGT	Target CORP	Stock-Consumer Disc	0.39%	+0.07%	-4.58%
40	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.39%	—	+0.13%
41	MSFT	Microsoft CORP	Stock-Tech	0.34%	-0.08%	-1.94%
42	CLX	Clorox Company	Stock-Consumer Staples	0.33%	—	-13.68%
43	SYY	Sysco CORP	Stock-Consumer Staples	0.33%	-0.02%	-9.87%
44	SCHF	Schwab Intl Equity ETF	ETF-Other	0.32%	—	+1.70%
45	IBM	Intl Business Machines CORP	Stock-Tech	0.31%	-0.03%	-0.04%
46	EMR	Emerson Electric Co	Stock-Industrials	0.30%	-0.02%	-11.82%
47	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.30%	—	—
48	AMZN	Amazon.com INC	Stock-Consumer Disc	0.30%	—	-25.60%
49	GPC	Genuine Parts Co	Stock-Consumer Disc	0.30%	-0.03%	+2.70%
50	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.26%	—	+6.22%

1–50 of 82