13F Filings for Guardian Wealth Advisors, LLC (CIK: 1858828)
View the most recent portfolio holdings disclosed by Guardian Wealth Advisors, LLC in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 39.99K | $24.71M | 14.63% | Increased | 748 (1.0%, $2.76M) |
VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT) | 386.91K | $22.06M | 13.06% | Increased | 6.42K (1.0%, $2.72M) |
IWM - ISHARES TR(Class: RUSSELL 2000 ETF) | 79.87K | $17.24M | 10.20% | Increased | 3.19K (4.0%, $1.94M) |
IJH - ISHARES TR(Class: CORE SP MCP ETF) | 241.08K | $14.95M | 8.85% | Increased | 18.38K (8.0%, $1.96M) |
SPYG - SPDR SERIES TRUST(Class: PRTFLO SP500 GW) | 104.71K | $9.98M | 5.91% | Increased | 16.24K (18.0%, $2.87M) |
SPYV - SPDR SERIES TRUST(Class: PRTFLO SP500 VL) | 182.94K | $9.58M | 5.67% | Increased | 32.81K (21.0%, $1.91M) |
QQQ - INVESCO QQQ TR(Class: UNIT SER 1) | 16.88K | $9.31M | 5.51% | Decreased | 232 (1.0%, $1.29M) |
VWO - VANGUARD INTL EQUITY INDEX F(Class: FTSE EMR MKT ETF) | 135.10K | $6.68M | 3.96% | Increased | 6.14K (4.0%, $845.53K) |
IVW - ISHARES TR(Class: SP 500 GRWT ETF) | 56.22K | $6.19M | 3.66% | Decreased | 10.57K (15.0%, $10.60K) |
IVE - ISHARES TR(Class: SP 500 VAL ETF) | 27.57K | $5.39M | 3.19% | Decreased | 4.39K (13.0%, $702.49K) |
SJNK - SPDR SERIES TRUST(Class: BLOOMBERG SHT TE) | 137.56K | $3.50M | 2.07% | Decreased | 16.27K (10.0%, $365.29K) |
N/A - ISHARES U S ETF TR(Class: SHORT DURATION B) | 52.31K | $2.67M | 1.58% | Decreased | 9.38K (15.0%, $465.13K) |
JPST - J P MORGAN EXCHANGE TRADED F(Class: ULTRA SHRT ETF) | 46.81K | $2.37M | 1.40% | Increased | 3.46K (7.0%, $177.27K) |
IWR - ISHARES TR(Class: RUS MID CAP ETF) | 22.60K | $2.08M | 1.23% | Decreased | 4.78K (17.0%, $251K) |
N/A - ISHARES TR(Class: ULTRA SHORT DUR) | 37.52K | $1.90M | 1.13% | Decreased | 1.85K (4.0%, $93.43K) |
PFF - ISHARES TR(Class: PFD AND INCM SEC) | 57.06K | $1.75M | 1.04% | Decreased | 14.33K (20.0%, $443.09K) |
CHRW - C H ROBINSON WORLDWIDE INC(Class: COM NEW) | 16.70K | $1.60M | 0.95% | Unchanged | |
CAH - CARDINAL HEALTH INC(Class: COM) | 6.66K | $1.12M | 0.66% | Decreased | 79 (1.0%, $190.68K) |
ABBV - ABBVIE INC(Class: COM) | 5.97K | $1.11M | 0.66% | Decreased | 181 (2.0%, $180.64K) |
SPGI - SP GLOBAL INC(Class: COM) | 1.82K | $960.19K | 0.57% | Decreased | 85 (4.0%, $8K) |
JNJ - JOHNSON JOHNSON(Class: COM) | 6.18K | $943.79K | 0.56% | Increased | 49 (0.0%, $72.80K) |
CINF - CINCINNATI FINL CORP(Class: COM) | 6.26K | $932.16K | 0.55% | Decreased | 123 (1.0%, $10.57K) |
CVX - CHEVRON CORP NEW(Class: COM) | 6.13K | $877.68K | 0.52% | Increased | 155 (2.0%, $121.75K) |
ABT - ABBOTT LABS(Class: COM) | 6.41K | $871.77K | 0.52% | Decreased | 21 (0.0%, $18.67K) |
ECL - ECOLAB INC(Class: COM) | 3.20K | $861.77K | 0.51% | Decreased | 26 (0.0%, $44.47K) |