Guardian Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Guardian Wealth Advisors, LLC

Investment Activity

Guardian Wealth Advisors, LLC has $161.96 million in total holdings as of September 30, 2024.
Guardian Wealth Advisors, LLC owns shares of 82 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
Approximately 2.54% of the portfolio was purchased this quarter.
About 3.76% of the portfolio was sold this quarter.
This quarter, Guardian Wealth Advisors, LLC has purchased 80 new stocks and bought additional shares in 34 stocks.
Guardian Wealth Advisors, LLC sold shares of 37 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $22,500,669
Vanguard FTSE Developed Markets ETF: $18,318,114
iShares Russell 2000 ETF: $16,121,067
iShares Core S&P Mid-Cap ETF: $12,124,602
iShares S&P 500 Growth ETF: $11,914,015

Largest New Holdings this Quarter

iShares MSCI Emerging Markets ex China ETF: $279,578 Holding
Sherwin-Williams: $228,401 Holding
Boston Scientific: $203,969 Holding
Becton, Dickinson and Company: $200,698 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Value ETF: 14,474 shares (about $765.09K)
SPDR Portfolio S&P 500 Growth ETF: 7,838 shares (about $650.09K)
iShares Core S&P Mid-Cap ETF: 7,991 shares (about $498.00K)
Vanguard FTSE Developed Markets ETF: 5,323 shares (about $281.11K)
iShares MSCI Emerging Markets ex China ETF: 4,575 shares (about $279.58K)

Largest Sales this Quarter

iShares S&P 500 Growth ETF: 10,212 shares (about $977.80K)
Invesco QQQ: 1,729 shares (about $843.86K)
SPDR S&P 500 ETF Trust: 1,411 shares (about $809.58K)
iShares Russell Mid-Cap ETF: 6,402 shares (about $564.28K)
iShares S&P 500 Value ETF: 2,804 shares (about $552.87K)

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	$22,500,669	$809,579 ▼	-3.5%	39,216	13.9%	Finance
VEA Vanguard FTSE Developed Markets ETF	$18,318,114	$281,108 ▲	1.6%	346,868	11.3%	ETF
IWM iShares Russell 2000 ETF	$16,121,067	$122,374 ▼	-0.8%	72,982	10.0%	Finance
IJH iShares Core S&P Mid-Cap ETF	$12,124,602	$497,999 ▲	4.3%	194,554	7.5%	ETF
IVW iShares S&P 500 Growth ETF	$11,914,015	$977,802 ▼	-7.6%	124,428	7.4%	ETF
IVE iShares S&P 500 Value ETF	$11,440,474	$552,869 ▼	-4.6%	58,023	7.1%	ETF
QQQ Invesco QQQ	$8,423,000	$843,862 ▼	-9.1%	17,258	5.2%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$5,411,379	$121,635 ▼	-2.2%	113,090	3.3%	ETF
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$4,488,802	$164,620 ▼	-3.5%	174,322	2.8%	ETF
IWR iShares Russell Mid-Cap ETF	$3,218,458	$564,277 ▼	-14.9%	36,515	2.0%	ETF
NEAR iShares Short Duration Bond Active ETF	$3,097,868	$51,752 ▲	1.7%	60,458	1.9%	ETF
PFF iShares Preferred and Income Securities ETF	$2,932,199	$66,958 ▲	2.3%	88,240	1.8%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$2,096,063	$23,391 ▲	1.1%	41,310	1.3%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$1,995,039	$765,094 ▲	62.2%	37,742	1.2%	ETF
CHRW C.H. Robinson Worldwide	$1,842,738	$163,348 ▼	-8.1%	16,696	1.1%	Transportation
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,837,567	$650,095 ▲	54.7%	22,155	1.1%	ETF
JPST JPMorgan Ultra-Short Income ETF	$1,672,187	$253,091 ▲	17.8%	32,956	1.0%	ETF
ABBV AbbVie	$1,320,636	$7,900 ▲	0.6%	6,687	0.8%	Medical
SPGI S&P Global	$972,563	$6,198 ▼	-0.6%	1,883	0.6%	Business Services
CINF Cincinnati Financial	$961,063	$64,933 ▼	-6.3%	7,060	0.6%	Finance
JNJ Johnson & Johnson	$928,876	$31,276 ▼	-3.3%	5,732	0.6%	Medical
VO Vanguard Mid-Cap ETF	$887,507	$27,174 ▼	-3.0%	3,364	0.5%	ETF
CVX Chevron	$883,537	$29,456 ▲	3.4%	5,999	0.5%	Oils/Energy
MMM 3M	$878,115	$78,188 ▼	-8.2%	6,424	0.5%	Multi-Sector Conglomerates
AAPL Apple	$867,695	$83,414 ▲	10.6%	3,724	0.5%	Computer and Technology
CAH Cardinal Health	$830,381	$4,974 ▼	-0.6%	7,513	0.5%	Medical
ECL Ecolab	$828,137	$7,661 ▼	-0.9%	3,243	0.5%	Basic Materials
XOM Exxon Mobil	$828,126	$6,564 ▼	-0.8%	7,065	0.5%	Oils/Energy
PEP PepsiCo	$817,321	$42,346 ▲	5.5%	4,806	0.5%	Consumer Staples
LOW Lowe's Companies	$758,662	$5,417 ▲	0.7%	2,801	0.5%	Retail/Wholesale
GIS General Mills	$747,822	$8,862 ▲	1.2%	10,126	0.5%	Consumer Staples
ABT Abbott Laboratories	$701,904	$11,400 ▲	1.7%	6,157	0.4%	Medical
PG Procter & Gamble	$701,287	$17,147 ▲	2.5%	4,049	0.4%	Consumer Staples
TROW T. Rowe Price Group	$685,558	$29,409 ▲	4.5%	6,294	0.4%	Finance
UNH UnitedHealth Group	$660,649	$20,463 ▼	-3.0%	1,130	0.4%	Medical
ED Consolidated Edison	$660,373	$17,181 ▲	2.7%	6,342	0.4%	Utilities
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$659,263	$102,784 ▼	-13.5%	8,210	0.4%	ETF
GGG Graco	$658,307		0.0%	7,523	0.4%	Industrial Products
TGT Target	$639,081	$30,707 ▼	-4.6%	4,100	0.4%	Retail/Wholesale
VIG Vanguard Dividend Appreciation ETF	$634,715	$792 ▲	0.1%	3,205	0.4%	ETF
MSFT Microsoft	$542,939	$10,756 ▼	-1.9%	1,262	0.3%	Computer and Technology
CLX Clorox	$536,790	$85,039 ▼	-13.7%	3,295	0.3%	Consumer Staples
SYY Sysco	$534,420	$58,547 ▼	-9.9%	6,846	0.3%	Consumer Staples
SCHF Schwab International Equity ETF	$516,078	$8,635 ▲	1.7%	12,551	0.3%	ETF
IBM International Business Machines	$503,483	$221 ▼	0.0%	2,277	0.3%	Computer and Technology
EMR Emerson Electric	$489,356	$65,627 ▼	-11.8%	4,474	0.3%	Industrial Products
VTI Vanguard Total Stock Market ETF	$488,168		0.0%	1,724	0.3%	ETF
AMZN Amazon.com	$487,253	$167,697 ▼	-25.6%	2,615	0.3%	Retail/Wholesale
GPC Genuine Parts	$483,803	$12,710 ▲	2.7%	3,464	0.3%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$423,563	$24,814 ▲	6.2%	734	0.3%	ETF
ADP Automatic Data Processing	$417,123	$1,107 ▲	0.3%	1,507	0.3%	Business Services
VOO Vanguard S&P 500 ETF	$404,140	$1,055 ▲	0.3%	766	0.2%	ETF
APD Air Products and Chemicals	$401,997	$87,248 ▼	-17.8%	1,350	0.2%	Basic Materials
KMB Kimberly-Clark	$390,646	$1,565 ▼	-0.4%	2,746	0.2%	Consumer Staples
SWK Stanley Black & Decker	$387,389	$3,854 ▼	-1.0%	3,518	0.2%	Industrial Products
CTAS Cintas	$347,696	$260,618 ▲	299.3%	1,689	0.2%	Business Services
MCD McDonald's	$337,591	$609 ▲	0.2%	1,109	0.2%	Retail/Wholesale
MDT Medtronic	$332,995	$360 ▼	-0.1%	3,699	0.2%	Medical
CB Chubb	$322,000	$288 ▲	0.1%	1,117	0.2%	Finance
WMT Walmart	$311,682	$12,516 ▲	4.2%	3,860	0.2%	Retail/Wholesale
SCHM Schwab U.S. Mid-Cap ETF	$310,290	$77,863 ▼	-20.1%	3,734	0.2%	ETF
PNR Pentair	$306,217	$15,942 ▼	-4.9%	3,131	0.2%	Business Services
BRK.B Berkshire Hathaway	$289,504		0.0%	629	0.2%	Finance
KO Coca-Cola	$283,457	$503 ▲	0.2%	3,945	0.2%	Consumer Staples
EMXC iShares MSCI Emerging Markets ex China ETF	$279,578	$279,578 ▲	New Holding	4,575	0.2%	Manufacturing
EXPD Expeditors International of Washington	$269,387	$15,112 ▲	5.9%	2,050	0.2%	Transportation
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$267,916	$9,373 ▼	-3.4%	5,088	0.2%	Manufacturing
AFL Aflac	$262,536	$22,251 ▼	-7.8%	2,348	0.2%	Finance
NOBL ProShares S&P 500 Aristocrats ETF	$259,259	$240,252 ▼	-48.1%	2,428	0.2%	ETF
HRL Hormel Foods	$256,025	$56,137 ▼	-18.0%	8,077	0.2%	Consumer Staples
SCHE Schwab Emerging Markets Equity ETF	$239,930	$3,531 ▲	1.5%	8,222	0.1%	ETF
SCHX Schwab US Large-Cap ETF	$234,036		0.0%	3,449	0.1%	ETF
SHW Sherwin-Williams	$228,401	$228,401 ▲	New Holding	598	0.1%	Basic Materials
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$224,188		0.0%	4,100	0.1%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$224,000		0.0%	4,922	0.1%	ETF
SHV iShares Short Treasury Bond ETF	$222,145	$9,182 ▲	4.3%	2,008	0.1%	ETF
COST Costco Wholesale	$215,424		0.0%	243	0.1%	Retail/Wholesale
NUE Nucor	$209,336	$451 ▲	0.2%	1,392	0.1%	Basic Materials
ADM Archer-Daniels-Midland	$208,797	$1,135 ▲	0.5%	3,495	0.1%	Consumer Staples
BSX Boston Scientific	$203,969	$203,969 ▲	New Holding	2,434	0.1%	Medical
BDX Becton, Dickinson and Company	$200,698	$200,698 ▲	New Holding	832	0.1%	Medical
AMCR Amcor	$159,062	$31,724 ▼	-16.6%	14,039	0.1%	Industrial Products
VZ Verizon Communications	$0	$249,380 ▼	-100.0%	0	0.0%	Computer and Technology
GOOG Alphabet	$0	$201,762 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Guardian Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Guardian Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

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

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Guardian Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Guardian Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

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