Guardian Wealth Advisors, LLC — Q4 2024 13F Holdings

Name: Guardian Wealth Advisors, LLC — 13F Holdings, Q4 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001858828

Total reported value

$173.9M

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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	14.39%	-0.20%	-2.30%
2	VEA	Vanguard Ftse Developed ETF	ETF-Other	11.01%	+0.02%	+3.62%
3	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	10.22%	-0.03%	-1.15%
4	IJH	Ishares Core S&p Midcap ETF	ETF-Other	8.10%	+0.32%	+4.25%
5	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	5.86%	-0.30%	-27.62%
6	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	5.55%	-0.33%	-1.86%
7	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	5.20%	-0.04%	-26.73%
8	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	3.42%	+0.06%	+7.16%
9	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	3.20%	-0.25%	+156.39%
10	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	3.19%	—	+157.61%
11	SJNK	Ss Spdr Bb St Hi Yield ETF	ETF-Other	2.65%	—	-6.20%
12	NEAR	Ishares Sh Dba ETF Usd INC	ETF-Other	1.99%	-0.20%	+1.96%
13	IWR	Ishares Russell Mid-cap ETF	ETF-Other	1.79%	-0.09%	-13.24%
14	PFF	Ishares Preferred & Income S	ETF-Other	1.59%	—	-10.40%
15	JPST	Jpmorgan Ultra-short Income	ETF-Other	1.33%	+1.32%	+25.11%
16	ICSH	Ishares Ultra Short Duration	ETF-Other	1.29%	+0.25%	-3.41%
17	CHRW	C.h. Robinson Worldwide INC	Stock-Industrials	1.11%	+0.08%	—
18	ABBV	Abbvie INC	Stock-Healthcare	0.74%	-0.06%	-2.53%
19	CINF	Cincinnati Financial CORP	Stock-Financials	0.62%	-0.03%	-3.92%
20	SPGI	S&p Global INC	Stock-Financials	0.58%	-0.06%	-2.87%
21	AAPL	Apple INC	Stock-Tech	0.58%	-0.07%	-3.30%
22	CVX	Chevron CORP	Stock-Energy	0.56%	+0.17%	+0.13%
23	CAH	Cardinal Health INC	Stock-Healthcare	0.55%	-0.08%	-3.25%
24	JNJ	Johnson & Johnson	Stock-Healthcare	0.55%	+0.09%	+2.91%
25	MMM	3m Co	Stock-Industrials	0.50%	-0.02%	-6.30%
26	ECL	Ecolab INC	Stock-Materials	0.48%	-0.02%	-0.56%
27	XOM	Exxon Mobil CORP	Stock-Energy	0.48%	+0.14%	-2.22%
28	VO	Vanguard Mid-cap ETF	ETF-Other	0.47%	—	-18.01%
29	PEP	Pepsico INC	Stock-Consumer Staples	0.47%	+0.04%	-0.62%
30	TROW	T Rowe Price Group INC	Stock-Financials	0.46%	—	+1.19%
31	ABT	Abbott Laboratories	Stock-Healthcare	0.45%	-0.08%	+0.29%
32	LOW	Lowe's Cos INC	Stock-Consumer Disc	0.43%	-0.01%	-2.86%
33	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.43%	—	-1.36%
34	GIS	General Mills INC	Stock-Consumer Staples	0.42%	-0.22%	EXIT
35	GGG	Graco INC	Stock-Industrials	0.41%	—	—
36	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	0.37%	—	-10.96%
37	AMZN	Amazon.com INC	Stock-Consumer Disc	0.37%	—	—
38	UNH	Unitedhealth Group INC	Stock-Healthcare	0.37%	-0.04%	—
39	ED	Consolidated Edison INC	Stock-Utilities	0.36%	+0.05%	-0.11%
40	TGT	Target CORP	Stock-Consumer Disc	0.34%	+0.07%	-3.93%
41	EMR	Emerson Electric Co	Stock-Industrials	0.34%	-0.02%	-4.13%
42	CLX	Clorox Company	Stock-Consumer Staples	0.34%	—	-1.88%
43	SYY	Sysco CORP	Stock-Consumer Staples	0.33%	-0.02%	-1.75%
44	MSFT	Microsoft CORP	Stock-Tech	0.32%	-0.08%	-5.31%
45	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.32%	—	+19.45%
46	IBM	Intl Business Machines CORP	Stock-Tech	0.31%	-0.03%	-3.47%
47	SCHF	Schwab Intl Equity ETF	ETF-Other	0.30%	—	+103.43%
48	GPC	Genuine Parts Co	Stock-Consumer Disc	0.27%	-0.03%	+4.68%
49	ADP	Automatic Data Processing	Stock-Tech	0.27%	-0.02%	-4.91%
50	APD	Air Products & Chemicals INC	Stock-Materials	0.25%	+0.04%	-0.96%

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