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CIK: 0001858828
Total reported value
$199.8M
$199.8M
74 檔
38.7%
During the Q4 2024 filing period, Guardian Wealth Advisors, LLC (CIK: 0001858828) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $199.8M across 74 reported positions.
In Q4 2024, Guardian Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 8 holdings to manage risk exposure.
| # | 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 | 14.39% | +0.35% | -2.30% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.01% | -0.42% | +3.62% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.22% | +0.40% | -1.15% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.10% | -0.01% | +4.25% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.86% | +0.11% | -27.62% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.55% | +0.54% | -1.86% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 5.20% | -0.19% | -26.73% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.42% | -0.10% | +7.16% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.20% | +0.21% | +156.39% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.19% | -0.36% | +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% | -0.10% | +1.96% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.79% | -0.02% | -13.24% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-Other | 1.59% | — | -10.40% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.33% | +0.75% | +25.11% | |
| 16 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.29% | -0.40% | -3.41% | |
| 17 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.11% | -0.02% | — | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.01% | -2.53% | |
| 19 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.62% | — | -3.92% | |
| 20 | SPGI | S&p Global Inc | Stock-Financials | 0.58% | -0.07% | -2.87% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.58% | -0.01% | -3.30% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.21% | +0.13% | |
| 23 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.55% | -0.03% | -3.25% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.10% | +2.91% | |
| 25 | MMM | 3m Co | Stock-Industrials | 0.50% | +0.12% | -6.30% | |
| 26 | ECL | Ecolab Inc | Stock-Materials | 0.48% | -0.03% | -0.56% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.19% | -2.22% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.47% | — | -18.01% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.10% | -0.62% | |
| 30 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.46% | — | +1.19% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.45% | -0.05% | +0.29% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.43% | -0.08% | -2.86% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.03% | -1.36% | |
| 34 | GIS | General Mills Inc | Stock-Consumer Staples | 0.42% | — | +2.03% | |
| 35 | GGG | Graco Inc | Stock-Industrials | 0.41% | -0.08% | — | |
| 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% | -0.04% | -3.93% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.34% | -0.01% | -4.13% | |
| 42 | CLX | Clorox Company | Stock-Consumer Staples | 0.34% | — | -1.88% | |
| 43 | SYY | Sysco CORP | Stock-Consumer Staples | 0.33% | +0.01% | -1.75% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | +0.06% | -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% | +0.01% | -3.47% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.30% | -0.01% | +103.43% | |
| 48 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.27% | -0.01% | +4.68% | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.27% | +0.01% | -4.91% | |
| 50 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.25% | -0.02% | -0.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +2.1% | +156.39% | Add |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | +2% | +157.61% | Add |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.6% | +4.25% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | -2.30% | Trim |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -1.86% | Trim |
| 6 | JPST | Jpmorgan Ultra-short Income | +0.3% | +25.11% | Add |
| 7 | IWM | Ishares Russell 2000 ETF | +0.3% | -1.15% | Trim |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +7.16% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | +19.45% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 11 | EMR | Emerson Electric Co | 0% | -4.13% | Trim |
| 12 | WMT | Walmart Inc | 0% | +0.13% | Add |
| 13 | ICSH | Ishares Ultra Short Duration | — | -3.41% | Trim |
| 14 | JNJ | Johnson & Johnson | 0% | +2.91% | Add |
| 15 | SPGI | S&p Global Inc | 0% | -2.87% | Trim |
| 16 | SCHF | Schwab Intl Equity ETF | 0% | +103.43% | Add |
| 17 | KO | Coca-cola Co/the | 0% | -1.22% | Trim |
| 18 | MSFT | Microsoft CORP | 0% | -5.31% | Trim |
| 19 | CB | Chubb Limited | 0% | -7.61% | Trim |
| 20 | EXPD | Expeditors Intl Wash Inc | 0% | +2.59% | Add |
| 21 | CHRW | C.h. Robinson Worldwide Inc | 0% | — | Unchanged |
| 22 | PEP | Pepsico Inc | 0% | -0.62% | Trim |
| 23 | XOM | Exxon Mobil CORP | 0% | -2.22% | Trim |
| 24 | ECL | Ecolab Inc | 0% | -0.56% | Trim |
| 25 | GPC | Genuine Parts Co | 0% | +4.68% | Add |
| 26 | MMM | 3m Co | 0% | -6.30% | Trim |
| 27 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 28 | GIS | General Mills Inc | 0% | +2.03% | Add |
| 29 | LOW | Lowe's Cos Inc | 0% | -2.86% | Trim |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | -10.96% | Trim |
| 31 | TGT | Target CORP | -0.1% | -3.93% | Trim |
| 32 | ED | Consolidated Edison Inc | -0.1% | -0.11% | Trim |
| 33 | IVV | Ishares Core S&p 500 ETF | -0.1% | -27.11% | Trim |
| 34 | SWK | Stanley Black & Decker Inc | -0.1% | -6.77% | Trim |
| 35 | ABBV | Abbvie Inc | -0.1% | -2.53% | Trim |
| 36 | VO | Vanguard Mid-cap ETF | -0.1% | -18.01% | Trim |
| 37 | SJNK | Ss Spdr Bb St Hi Yield ETF | -0.1% | -6.20% | Trim |
| 38 | BDX | Becton Dickinson And Co | -0.1% | EXIT | Sold out |
| 39 | NUE | Nucor CORP | -0.1% | EXIT | Sold out |
| 40 | ADM | Archer-daniels-midland Co | -0.1% | EXIT | Sold out |
| 41 | SHW | Sherwin-williams Co/the | -0.1% | EXIT | Sold out |
| 42 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | EXIT | Sold out |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.2% | EXIT | Sold out |
| 44 | IWR | Ishares Russell Mid-cap ETF | -0.2% | -13.24% | Trim |
| 45 | PFF | Ishares Preferred & Income S | -0.2% | -10.40% | Trim |
| 46 | VEA | Vanguard Ftse Developed ETF | -0.3% | +3.62% | Add |
| 47 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | EXIT | Sold out |
| 48 | VIG | Vanguard Dividend Apprec ETF | -0.4% | EXIT | Sold out |
| 49 | IVW | Ishares S&p 500 Growth ETF | -1.5% | -27.62% | Trim |
| 50 | IVE | Ishares S&p 500 Value ETF | -1.9% | -26.73% | 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 74 disclosed positions in Q4 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 38.7% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
VIG
前期市值: $634.7K
During Q4 2024, Guardian Wealth Advisors, LLC's top holdings by market value included SPY (14.4%)、VEA (11.0%)、IWM (10.2%). The largest single position, SPY, represented 14.4% of total portfolio value.
In Q4 2024, Guardian Wealth Advisors, LLC made 47 total portfolio adjustments, initiating 0 new buys, adding to 13 positions, trimming 26 holdings, and fully liquidating 8 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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