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CIK: 0001858828
Total reported value
$199.8M
$199.8M
74 檔
44.5%
The Q2 2025 SEC filing reveals that Guardian Wealth Advisors, LLC held a total portfolio value of $199.8M, covering 74 public equity positions.
In Q2 2025, Guardian Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 1 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 | 14.63% | +0.35% | +1.91% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.06% | -0.42% | +1.69% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.20% | +0.40% | +4.17% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.85% | -0.01% | +8.25% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.91% | +0.21% | +18.36% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.67% | -0.36% | +21.85% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.51% | +0.54% | -1.36% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.96% | -0.10% | +4.77% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.66% | +0.11% | -15.83% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.19% | -0.19% | -13.73% | |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.07% | — | -10.58% | |
| 12 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.58% | -0.10% | -15.20% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.40% | +0.75% | +7.97% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.23% | -0.02% | -17.47% | |
| 15 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.13% | -0.40% | -4.70% | |
| 16 | PFF | Ishares Preferred & Income S | ETF-Other | 1.04% | — | -20.07% | |
| 17 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.95% | -0.02% | — | |
| 18 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.66% | -0.03% | -1.17% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.01% | -2.94% | |
| 20 | SPGI | S&p Global Inc | Stock-Financials | 0.57% | -0.07% | -4.46% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.10% | +0.80% | |
| 22 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.55% | — | -1.93% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.21% | +2.59% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 0.52% | -0.05% | -0.33% | |
| 25 | ECL | Ecolab Inc | Stock-Materials | 0.51% | -0.03% | -0.81% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.19% | +0.72% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.03% | +5.62% | |
| 28 | GGG | Graco Inc | Stock-Industrials | 0.39% | -0.08% | +0.64% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.38% | -0.08% | -1.17% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.36% | — | -3.86% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.10% | +1.65% | |
| 32 | EMR | Emerson Electric Co | Stock-Industrials | 0.36% | -0.01% | +0.69% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | +0.06% | -2.13% | |
| 34 | ED | Consolidated Edison Inc | Stock-Utilities | 0.34% | -0.05% | -4.84% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.34% | -0.01% | +0.18% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.33% | -0.01% | -23.39% | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.33% | — | -3.84% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | +0.01% | +7.66% | |
| 39 | MMM | 3m Co | Stock-Industrials | 0.32% | +0.12% | -24.51% | |
| 40 | SYY | Sysco CORP | Stock-Consumer Staples | 0.30% | +0.01% | -0.73% | |
| 41 | FAST | Fastenal Co | Stock-Industrials | 0.30% | -0.02% | +238.02% | |
| 42 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.26% | — | -16.44% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | — | -1.52% | |
| 44 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.26% | -0.01% | +1.39% | |
| 45 | GIS | General Mills Inc | Stock-Consumer Staples | 0.24% | — | +2.72% | |
| 46 | TGT | Target CORP | Stock-Consumer Disc | 0.24% | -0.04% | +1.71% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | -0.05% | -3.30% | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.22% | -0.02% | -5.94% | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.21% | +0.01% | -4.96% | |
| 50 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.20% | +0.01% | +2.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.4% | +18.36% | Add |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.8% | +21.85% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.7% | +1.69% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +1.91% | Add |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +8.25% | Add |
| 6 | IWM | Ishares Russell 2000 ETF | +0.4% | +4.17% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -1.36% | Trim |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +4.77% | Add |
| 9 | FDS | Factset Research Systems Inc | +0.1% | NEW | New buy |
| 10 | FAST | Fastenal Co | +0.1% | +238.02% | Add |
| 11 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | NEW | New buy |
| 12 | CAH | Cardinal Health Inc | +0.1% | -1.17% | Trim |
| 13 | MSFT | Microsoft CORP | +0.1% | -2.13% | Trim |
| 14 | IBM | Intl Business Machines CORP | +0.1% | +7.66% | Add |
| 15 | EMR | Emerson Electric Co | +0.1% | +0.69% | Add |
| 16 | SCHF | Schwab Intl Equity ETF | 0% | +0.18% | Add |
| 17 | PNR | Pentair plc | 0% | -0.50% | Trim |
| 18 | VOO | Vanguard S&p 500 ETF | — | -1.52% | Trim |
| 19 | SCHM | Schwab US Mid Cap ETF | — | +2.74% | Add |
| 20 | WMT | Walmart Inc | — | -3.30% | Trim |
| 21 | JPST | Jpmorgan Ultra-short Income | 0% | +7.97% | Add |
| 22 | ECL | Ecolab Inc | 0% | -0.81% | Trim |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.97% | Trim |
| 24 | KO | Coca-cola Co/the | 0% | -14.83% | Trim |
| 25 | APD | Air Products & Chemicals Inc | 0% | -5.94% | Trim |
| 26 | KMB | Kimberly-clark CORP | -0.1% | -8.32% | Trim |
| 27 | GIS | General Mills Inc | -0.1% | +2.72% | Add |
| 28 | MCD | Mcdonald's CORP | -0.1% | -7.35% | Trim |
| 29 | LOW | Lowe's Cos Inc | -0.1% | -1.17% | Trim |
| 30 | CTAS | Cintas CORP | -0.1% | -29.01% | Trim |
| 31 | PEP | Pepsico Inc | -0.1% | +1.65% | Add |
| 32 | TROW | T Rowe Price Group Inc | -0.1% | -16.44% | Trim |
| 33 | ED | Consolidated Edison Inc | -0.1% | -4.84% | Trim |
| 34 | CLX | Clorox Company | -0.1% | -13.13% | Trim |
| 35 | XOM | Exxon Mobil CORP | -0.1% | +0.72% | Add |
| 36 | JNJ | Johnson & Johnson | -0.1% | +0.80% | Add |
| 37 | MMM | 3m Co | -0.1% | -24.51% | Trim |
| 38 | CVX | Chevron CORP | -0.1% | +2.59% | Add |
| 39 | CHRW | C.h. Robinson Worldwide Inc | -0.2% | — | Unchanged |
| 40 | ICSH | Ishares Ultra Short Duration | -0.2% | -4.70% | Trim |
| 41 | AFL | Aflac Inc | -0.2% | EXIT | Sold out |
| 42 | ABBV | Abbvie Inc | -0.2% | -2.94% | Trim |
| 43 | AAPL | Apple Inc | -0.2% | -23.39% | Trim |
| 44 | AMZN | Amazon.com Inc | -0.2% | -63.10% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | -19.63% | Trim |
| 46 | IWR | Ishares Russell Mid-cap ETF | -0.3% | -17.47% | Trim |
| 47 | PFF | Ishares Preferred & Income S | -0.4% | -20.07% | Trim |
| 48 | SJNK | Ss Spdr Bb St Hi Yield ETF | -0.4% | -10.58% | Trim |
| 49 | NEAR | Ishares Sh Dba ETF Usd Inc | -0.4% | -15.20% | Trim |
| 50 | IVE | Ishares S&p 500 Value ETF | -0.7% | -13.73% | 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 Q2 2025.
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 44.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
FDS
市值: $223.2K
Top Position Liquidated / Trimmed
AFL
前期市值: $260.8K
During Q2 2025, Guardian Wealth Advisors, LLC's top holdings by market value included SPY (14.6%)、VEA (13.1%)、IWM (10.2%). The largest single position, SPY, represented 14.6% of total portfolio value.
In Q2 2025, Guardian Wealth Advisors, LLC made 49 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 28 holdings, and fully liquidating 1 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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