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CIK: 0001858828
Total reported value
$199.8M
$199.8M
82 檔
40.5%
According to the latest 13F quarterly dataset, Guardian Wealth Advisors, LLC managed an equity portfolio of $199.8M at the end of Q3 2024, spanning 82 distinct U.S. exchange-listed positions.
Guardian Wealth Advisors, LLC executed strategic sector rebalancing during Q3 2024, establishing 4 new positions while fully exiting 2 holdings and trimming 23 positions.
| # | 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 | 13.89% | +0.35% | -3.47% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.31% | -0.42% | +1.56% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 9.95% | +0.40% | -0.75% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.49% | -0.01% | +4.28% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.36% | +0.11% | -7.58% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.06% | -0.19% | -4.61% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.20% | +0.54% | -9.11% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.34% | -0.10% | -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% | -0.02% | -14.92% | |
| 11 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.91% | -0.10% | +1.70% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-Other | 1.81% | — | +2.34% | |
| 13 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.29% | -0.40% | +1.13% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.23% | -0.36% | +62.21% | |
| 15 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.14% | -0.02% | -8.14% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.13% | +0.21% | +54.75% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.03% | +0.75% | +17.83% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | +0.01% | +0.60% | |
| 19 | SPGI | S&p Global Inc | Stock-Financials | 0.60% | -0.07% | -0.63% | |
| 20 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.59% | — | -6.33% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.10% | -3.26% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.55% | — | -2.97% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.21% | +3.45% | |
| 24 | MMM | 3m Co | Stock-Industrials | 0.54% | +0.12% | -8.18% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.54% | -0.01% | +10.64% | |
| 26 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.51% | -0.03% | -0.60% | |
| 27 | ECL | Ecolab Inc | Stock-Materials | 0.51% | -0.03% | -0.92% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.19% | -0.79% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.50% | -0.10% | +5.46% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.47% | -0.08% | +0.72% | |
| 31 | GIS | General Mills Inc | Stock-Consumer Staples | 0.46% | — | +1.20% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.05% | +1.65% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.03% | +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% | -0.08% | — | |
| 39 | TGT | Target CORP | Stock-Consumer Disc | 0.39% | -0.04% | -4.58% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.39% | — | +0.13% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | +0.06% | -1.94% | |
| 42 | CLX | Clorox Company | Stock-Consumer Staples | 0.33% | — | -13.68% | |
| 43 | SYY | Sysco CORP | Stock-Consumer Staples | 0.33% | +0.01% | -9.87% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.32% | -0.01% | +1.70% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | +0.01% | -0.04% | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 0.30% | -0.01% | -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% | -0.01% | +2.70% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | — | +6.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.5% | +62.21% | Add |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +4.28% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.4% | +54.75% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.3% | +1.56% | Add |
| 5 | IWM | Ishares Russell 2000 ETF | +0.2% | -0.75% | Trim |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | NEW | New buy |
| 7 | SHW | Sherwin-williams Co/the | +0.1% | NEW | New buy |
| 8 | BSX | Boston Scientific CORP | +0.1% | NEW | New buy |
| 9 | BDX | Becton Dickinson And Co | +0.1% | NEW | New buy |
| 10 | JPST | Jpmorgan Ultra-short Income | +0.1% | +17.83% | Add |
| 11 | CHRW | C.h. Robinson Worldwide Inc | +0.1% | -8.14% | Trim |
| 12 | ABBV | Abbvie Inc | +0.1% | +0.60% | Add |
| 13 | AAPL | Apple Inc | +0.1% | +10.64% | Add |
| 14 | MMM | 3m Co | +0.1% | -8.18% | Trim |
| 15 | LOW | Lowe's Cos Inc | +0.1% | +0.72% | Add |
| 16 | SWK | Stanley Black & Decker Inc | +0.1% | -0.99% | Trim |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -2.20% | Trim |
| 18 | SPGI | S&p Global Inc | +0.1% | -0.63% | Trim |
| 19 | GIS | General Mills Inc | +0.1% | +1.20% | Add |
| 20 | IBM | Intl Business Machines CORP | +0.1% | -0.04% | Trim |
| 21 | ED | Consolidated Edison Inc | +0.1% | +2.67% | Add |
| 22 | PFF | Ishares Preferred & Income S | 0% | +2.34% | Add |
| 23 | CAH | Cardinal Health Inc | 0% | -0.60% | Trim |
| 24 | WMT | Walmart Inc | 0% | +4.18% | Add |
| 25 | ADP | Automatic Data Processing | 0% | +0.27% | Add |
| 26 | MCD | Mcdonald's CORP | 0% | +0.18% | Add |
| 27 | PNR | Pentair plc | 0% | -4.95% | Trim |
| 28 | ABT | Abbott Laboratories | 0% | +1.65% | Add |
| 29 | UNH | Unitedhealth Group Inc | 0% | -3.00% | Trim |
| 30 | GGG | Graco Inc | 0% | — | Unchanged |
| 31 | CTAS | Cintas CORP | 0% | +299.29% | Add |
| 32 | CINF | Cincinnati Financial CORP | 0% | -6.33% | Trim |
| 33 | PEP | Pepsico Inc | 0% | +5.46% | Add |
| 34 | JNJ | Johnson & Johnson | 0% | -3.26% | Trim |
| 35 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.13% | Add |
| 36 | PG | Procter & Gamble Co/the | 0% | +2.51% | Add |
| 37 | ECL | Ecolab Inc | — | -0.92% | Trim |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | 0% | +1.70% | Add |
| 39 | SCHM | Schwab US Mid Cap ETF | -0.1% | -20.06% | Trim |
| 40 | EMR | Emerson Electric Co | -0.1% | -11.82% | Trim |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | -13.49% | Trim |
| 42 | GOOG | Alphabet Inc-cl C | -0.1% | EXIT | Sold out |
| 43 | NOBL | Proshares S&p 500 Dividend A | -0.1% | -48.10% | Trim |
| 44 | IVE | Ishares S&p 500 Value ETF | -0.1% | -4.61% | Trim |
| 45 | AMZN | Amazon.com Inc | -0.1% | -25.60% | Trim |
| 46 | VZ | Verizon Communications Inc | -0.2% | EXIT | Sold out |
| 47 | IWR | Ishares Russell Mid-cap ETF | -0.3% | -14.92% | Trim |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -3.47% | Trim |
| 49 | QQQ | Invesco Qqq Trust Series 1 | -0.7% | -9.11% | Trim |
| 50 | IVW | Ishares S&p 500 Growth ETF | -0.8% | -7.58% | Trim |
According to official SEC Form 13F filings, Guardian Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $199.8M across 82 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VEA, IWM) accounted for 40.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
EMXC
市值: $279.6K
Top Position Liquidated / Trimmed
VZ
前期市值: $249.4K
During Q3 2024, Guardian Wealth Advisors, LLC's top holdings by market value included SPY (13.9%)、VEA (11.3%)、IWM (9.9%). The largest single position, SPY, represented 13.9% of total portfolio value.
In Q3 2024, Guardian Wealth Advisors, LLC made 49 total portfolio adjustments, initiating 4 new buys, adding to 20 positions, trimming 23 holdings, and fully liquidating 2 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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