Guardian Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Guardian Wealth Advisors, LLC

Investment Activity

Guardian Wealth Advisors, LLC has $156.04 million in total holdings as of December 31, 2024.
Guardian Wealth Advisors, LLC owns shares of 74 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 5.68% of the portfolio was purchased this quarter.
About 7.51% of the portfolio was sold this quarter.
This quarter, Guardian Wealth Advisors, LLC has purchased 82 new stocks and bought additional shares in 24 stocks.
Guardian Wealth Advisors, LLC sold shares of 42 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $22,455,210
Vanguard FTSE Developed Markets ETF: $17,187,285
iShares Russell 2000 ETF: $15,940,127
iShares Core S&P Mid-Cap ETF: $12,638,145
iShares S&P 500 Growth ETF: $9,143,457

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Growth ETF: 34,649 shares (about $3.05M)
SPDR Portfolio S&P 500 Value ETF: 59,487 shares (about $3.04M)
Vanguard FTSE Developed Markets ETF: 12,548 shares (about $600.05K)
iShares Core S&P Mid-Cap ETF: 8,273 shares (about $515.49K)
JPMorgan Ultra-Short Income ETF: 8,276 shares (about $416.86K)

Largest Sales this Quarter

iShares S&P 500 Growth ETF: 34,371 shares (about $3.49M)
iShares S&P 500 Value ETF: 15,510 shares (about $2.96M)
SPDR S&P 500 ETF Trust: 902 shares (about $528.65K)
iShares Russell Mid-Cap ETF: 4,835 shares (about $427.41K)
iShares Preferred and Income Securities ETF: 9,178 shares (about $288.56K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$22,455,210	$528,647 ▼	-2.3%	38,314	14.4%	Finance
VEA Vanguard FTSE Developed Markets ETF	$17,187,285	$600,046 ▲	3.6%	359,416	11.0%	ETF
IWM iShares Russell 2000 ETF	$15,940,127	$186,049 ▼	-1.2%	72,140	10.2%	Finance
IJH iShares Core S&P Mid-Cap ETF	$12,638,145	$515,490 ▲	4.3%	202,827	8.1%	ETF
IVW iShares S&P 500 Growth ETF	$9,143,457	$3,489,676 ▼	-27.6%	90,057	5.9%	ETF
QQQ Invesco QQQ	$8,658,896	$164,108 ▼	-1.9%	16,937	5.5%	Finance
IVE iShares S&P 500 Value ETF	$8,114,888	$2,960,551 ▼	-26.7%	42,513	5.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$5,336,999	$356,505 ▲	7.2%	121,185	3.4%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$4,993,068	$3,045,645 ▲	156.4%	56,804	3.2%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$4,972,313	$3,042,179 ▲	157.6%	97,229	3.2%	ETF
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$4,128,654	$272,978 ▼	-6.2%	163,511	2.6%	ETF
NEAR iShares Short Duration Bond Active ETF	$3,112,921	$59,792 ▲	2.0%	61,642	2.0%	ETF
IWR iShares Russell Mid-Cap ETF	$2,800,478	$427,409 ▼	-13.2%	31,680	1.8%	ETF
PFF iShares Preferred and Income Securities ETF	$2,485,722	$288,558 ▼	-10.4%	79,062	1.6%	ETF
JPST JPMorgan Ultra-Short Income ETF	$2,076,856	$416,862 ▲	25.1%	41,232	1.3%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$2,012,325	$70,956 ▼	-3.4%	39,903	1.3%	ETF
CHRW C.H. Robinson Worldwide	$1,725,031		0.0%	16,696	1.1%	Transportation
ABBV AbbVie	$1,158,219	$30,031 ▼	-2.5%	6,518	0.7%	Medical
CINF Cincinnati Financial	$974,785	$39,808 ▼	-3.9%	6,783	0.6%	Finance
SPGI S&P Global	$911,079	$26,899 ▼	-2.9%	1,829	0.6%	Business Services
AAPL Apple	$901,766	$30,802 ▼	-3.3%	3,601	0.6%	Computer and Technology
CVX Chevron	$870,072	$1,159 ▲	0.1%	6,007	0.6%	Oils/Energy
CAH Cardinal Health	$859,727	$28,859 ▼	-3.2%	7,269	0.6%	Medical
JNJ Johnson & Johnson	$853,174	$24,153 ▲	2.9%	5,899	0.5%	Medical
MMM 3M	$776,952	$52,279 ▼	-6.3%	6,019	0.5%	Multi-Sector Conglomerates
ECL Ecolab	$755,698	$4,218 ▼	-0.6%	3,225	0.5%	Basic Materials
XOM Exxon Mobil	$743,047	$16,887 ▼	-2.2%	6,908	0.5%	Oils/Energy
VO Vanguard Mid-Cap ETF	$728,426	$160,053 ▼	-18.0%	2,758	0.5%	ETF
PEP PepsiCo	$726,303	$4,562 ▼	-0.6%	4,776	0.5%	Consumer Staples
TROW T. Rowe Price Group	$720,302	$8,482 ▲	1.2%	6,369	0.5%	Finance
ABT Abbott Laboratories	$698,448	$2,036 ▲	0.3%	6,175	0.4%	Medical
LOW Lowe's Companies	$671,628	$19,747 ▼	-2.9%	2,721	0.4%	Retail/Wholesale
PG Procter & Gamble	$669,641	$9,221 ▼	-1.4%	3,994	0.4%	Consumer Staples
GIS General Mills	$658,853	$13,136 ▲	2.0%	10,332	0.4%	Consumer Staples
GGG Graco	$634,085		0.0%	7,523	0.4%	Industrial Products
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$574,932	$70,785 ▼	-11.0%	7,310	0.4%	ETF
AMZN Amazon.com	$573,705		0.0%	2,615	0.4%	Retail/Wholesale
UNH UnitedHealth Group	$571,655		0.0%	1,130	0.4%	Medical
ED Consolidated Edison	$565,305	$625 ▼	-0.1%	6,335	0.4%	Utilities
TGT Target	$532,460	$21,763 ▼	-3.9%	3,939	0.3%	Retail/Wholesale
EMR Emerson Electric	$531,555	$22,928 ▼	-4.1%	4,289	0.3%	Industrial Products
CLX Clorox	$525,146	$10,071 ▼	-1.9%	3,233	0.3%	Consumer Staples
SYY Sysco	$514,307	$9,176 ▼	-1.8%	6,726	0.3%	Consumer Staples
MSFT Microsoft	$503,688	$28,240 ▼	-5.3%	1,195	0.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$492,937	$80,271 ▲	19.5%	915	0.3%	ETF
IBM International Business Machines	$483,145	$17,365 ▼	-3.5%	2,198	0.3%	Computer and Technology
SCHF Schwab International Equity ETF	$472,365	$240,169 ▲	103.4%	25,533	0.3%	ETF
GPC Genuine Parts	$423,327	$18,913 ▲	4.7%	3,626	0.3%	Retail/Wholesale
ADP Automatic Data Processing	$419,363	$21,656 ▼	-4.9%	1,433	0.3%	Business Services
APD Air Products and Chemicals	$387,760	$3,770 ▼	-1.0%	1,337	0.2%	Basic Materials
KMB Kimberly-Clark	$356,801	$3,014 ▼	-0.8%	2,723	0.2%	Consumer Staples
WMT Walmart	$349,188	$452 ▲	0.1%	3,865	0.2%	Retail/Wholesale
MDT Medtronic	$337,102	$41,619 ▲	14.1%	4,220	0.2%	Medical
MCD McDonald's	$319,072	$2,318 ▼	-0.7%	1,101	0.2%	Retail/Wholesale
CTAS Cintas	$318,120	$9,502 ▲	3.1%	1,741	0.2%	Business Services
SCHM Schwab U.S. Mid-Cap ETF	$316,901	$213,429 ▲	206.3%	11,436	0.2%	ETF
IVV iShares Core S&P 500 ETF	$314,660	$117,042 ▼	-27.1%	535	0.2%	ETF
PNR Pentair	$287,711	$27,372 ▼	-8.7%	2,859	0.2%	Business Services
CB Chubb	$285,121	$23,484 ▼	-7.6%	1,032	0.2%	Finance
BRK.B Berkshire Hathaway	$280,580	$4,533 ▼	-1.6%	619	0.2%	Finance
SWK Stanley Black & Decker	$263,316	$19,106 ▼	-6.8%	3,280	0.2%	Industrial Products
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$250,124	$12,925 ▼	-4.9%	4,838	0.2%	Manufacturing
NOBL ProShares S&P 500 Aristocrats ETF	$245,227	$3,485 ▲	1.4%	2,463	0.2%	ETF
HRL Hormel Foods	$244,052	$9,317 ▼	-3.7%	7,780	0.2%	Consumer Staples
KO Coca-Cola	$242,644	$2,989 ▼	-1.2%	3,897	0.2%	Consumer Staples
AFL Aflac	$242,196	$724 ▼	-0.3%	2,341	0.2%	Finance
SCHX Schwab US Large-Cap ETF	$239,828	$159,878 ▲	200.0%	10,346	0.2%	ETF
EXPD Expeditors International of Washington	$233,002	$5,872 ▲	2.6%	2,103	0.1%	Transportation
SCHE Schwab Emerging Markets Equity ETF	$227,260	$8,309 ▲	3.8%	8,534	0.1%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$224,229		0.0%	4,100	0.1%	ETF
COST Costco Wholesale	$222,654		0.0%	243	0.1%	Retail/Wholesale
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$221,096		0.0%	4,922	0.1%	ETF
BSX Boston Scientific	$217,405		0.0%	2,434	0.1%	Medical
AMCR Amcor	$133,424	$1,317 ▲	1.0%	14,179	0.1%	Industrial Products
VIG Vanguard Dividend Appreciation ETF	$0	$634,715 ▼	-100.0%	0	0.0%	ETF
VTI Vanguard Total Stock Market ETF	$0	$488,168 ▼	-100.0%	0	0.0%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$0	$279,578 ▼	-100.0%	0	0.0%	Manufacturing
SHW Sherwin-Williams	$0	$228,401 ▼	-100.0%	0	0.0%	Basic Materials
SHV iShares Short Treasury Bond ETF	$0	$222,145 ▼	-100.0%	0	0.0%	ETF
NUE Nucor	$0	$209,336 ▼	-100.0%	0	0.0%	Basic Materials
ADM Archer-Daniels-Midland	$0	$208,797 ▼	-100.0%	0	0.0%	Consumer Staples
BDX Becton, Dickinson and Company	$0	$200,698 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Guardian Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Guardian Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Guardian Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Guardian Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGuardian Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools