The Analysis of Guardian Wealth Advisors, LLC's Holdings
Currently, Guardian Wealth Advisors, LLC holds 70 types of securities in its portfolio with a total value $177.3M. In the most recent quarter, they have increased their positions in JPST (+35.8K shares, valued at $1.8M), SPYV (+10.1K shares, valued at $576.1K), N/A (+662 shares, valued at $207.1K); decreased their positions in SPY (-1.1K shares, valued at $772.6K), IVW (-4.5K shares, valued at $556.8K), IVE (-2.1K shares, valued at $450.9K); initiated new positions in N/A (+662 shares, valued at $207.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR38.5K shares-2.86%2025-12-312026-02-02
VEA VANGUARD TAX-MANAGED FDS378.8K shares-0.38%2025-12-312026-02-02 IWM ISHARES TR78.4K shares-2.26%2025-12-312026-02-02 IJH ISHARES TR255.1K shares0.82%2025-12-312026-02-02 SPYV SPDR SERIES TRUST215.3K shares4.94%2025-12-312026-02-02 SPYG SPDR SERIES TRUST109.8K shares-1.76%2025-12-312026-02-02 VWO VANGUARD INTL EQUITY INDEX F140.3K shares1.79%2025-12-312026-02-02 JPST J P MORGAN EXCHANGE TRADED F132.1K shares37.15%2025-12-312026-02-02 IVW ISHARES TR42.7K shares-9.57%2025-12-312026-02-02 IVE ISHARES TR21.5K shares-9.00%2025-12-312026-02-02 CHRW C H ROBINSON WORLDWIDE INC16.7K shares0.00%2025-12-312026-02-02 IWR ISHARES TR20.4K shares-1.61%2025-12-312026-02-02 ICSH ISHARES TR34.0K shares2.97%2025-12-312026-02-02 JNJ JOHNSON & JOHNSON5.8K shares-7.18%2025-12-312026-02-02 ABBV ABBVIE INC5.1K shares-11.25%2025-12-312026-02-02 CAH CARDINAL HEALTH INC5.4K shares-11.20%2025-12-312026-02-02 NEAR ISHARES U S ETF TR21.7K shares-20.65%2025-12-312026-02-02 AAPL APPLE INC3.5K shares-5.51%2025-12-312026-02-02 SPGI S&P GLOBAL INC1.8K shares2.18%2025-12-312026-02-02 CINF CINCINNATI FINL CORP5.9K shares-5.24%2025-12-312026-02-02 CVX CHEVRON CORP NEW5.7K shares-8.31%2025-12-312026-02-02 XOM EXXON MOBIL CORP6.6K shares-8.97%2025-12-312026-02-02 PG PROCTER AND GAMBLE CO5.5K shares5.77%2025-12-312026-02-02 ABT ABBOTT LABS6.2K shares0.76%2025-12-312026-02-02 ECL ECOLAB INC3.0K shares-1.53%2025-12-312026-02-02 LOW LOWES COS INC2.9K shares0.95%2025-12-312026-02-02 PEP PEPSICO INC4.8K shares0.35%2025-12-312026-02-02 GGG GRACO INC7.6K shares0.00%2025-12-312026-02-02 MSFT MICROSOFT CORP1.2K shares-1.05%2025-12-312026-02-02 SCHF SCHWAB STRATEGIC TR24.4K shares-1.18%2025-12-312026-02-02 EMR EMERSON ELEC CO4.3K shares-2.22%2025-12-312026-02-02 FDS FACTSET RESH SYS INC2.0K shares8.15%2025-12-312026-02-02 MMM 3M CO3.5K shares0.00%2025-12-312026-02-02 FAST FASTENAL CO12.7K shares-0.20%2025-12-312026-02-02 GPC GENUINE PARTS CO3.9K shares4.52%2025-12-312026-02-02 SYY SYSCO CORP6.4K shares-4.24%2025-12-312026-02-02 ED CONSOLIDATED EDISON INC4.7K shares-12.67%2025-12-312026-02-02 TGT TARGET CORP4.7K shares5.92%2025-12-312026-02-02 WMT WALMART INC3.8K shares-0.40%2025-12-312026-02-02 IBM INTERNATIONAL BUSINESS MACHS1.3K shares-26.97%2025-12-312026-02-02 GIS GENERAL MLS INC8.5K shares-3.18%2025-12-312026-02-02 CB CHUBB LIMITED1.2K shares10.05%2025-12-312026-02-02 SCHM SCHWAB STRATEGIC TR11.3K shares-7.67%2025-12-312026-02-02 ALPHABET INC ALPHABET INC1.0K shares1.17%2025-12-312026-02-02 VO VANGUARD INDEX FDS1.1K shares-10.31%2025-12-312026-02-02 APD AIR PRODS & CHEMS INC1.2K shares-3.36%2025-12-312026-02-02 EXPD EXPEDITORS INTL WASH INC2.0K shares-3.90%2025-12-312026-02-02 MCD MCDONALDS CORP950 shares-5.94%2025-12-312026-02-02 NOBL PROSHARES TR2.8K shares2.38%2025-12-312026-02-02 SCHE SCHWAB STRATEGIC TR8.7K shares0.68%2025-12-312026-02-02 ADP AUTOMATIC DATA PROCESSING IN1.1K shares-3.50%2025-12-312026-02-02 UNH UNITEDHEALTH GROUP INC849 shares-1.28%2025-12-312026-02-02 SCHX SCHWAB STRATEGIC TR10.3K shares0.00%2025-12-312026-02-02 MEDTRONIC PLC MEDTRONIC PLC2.9K shares-22.40%2025-12-312026-02-02 PNR PENTAIR PLC2.6K shares-0.95%2025-12-312026-02-02 IVV ISHARES TR376 shares-29.72%2025-12-312026-02-02 AMZN AMAZON COM INC1.1K shares-18.92%2025-12-312026-02-02 IJR ISHARES TR2.0K shares6.49%2025-12-312026-02-02 KO COCA COLA CO3.2K shares0.19%2025-12-312026-02-02 BSX BOSTON SCIENTIFIC CORP2.2K shares0.00%2025-12-312026-02-02 SPMD SPDR SERIES TRUST3.7K shares-1.61%2025-12-312026-02-02 COST COSTCO WHSL CORP NEW245 shares0.00%2025-12-312026-02-02 CTAS CINTAS CORP1.1K shares-15.07%2025-12-312026-02-02 SPSM SPDR SERIES TRUST4.5K shares-3.97%2025-12-312026-02-02 ALPHABET INC ALPHABET INC662 sharesnew addition2025-12-312026-02-02 AFL AFLAC INC1.9K shares0.00%2025-12-312026-02-02 SCHA SCHWAB STRATEGIC TR7.1K shares-1.78%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available