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The Analysis of Guardian Wealth Advisors, LLC's Holdings & P&L

Currently, Guardian Wealth Advisors, LLC holds 66 types of securities in its portfolio with a total value $199.8M. In the most recent quarter, they have increased their positions in JPST (+55.7K shares, valued at $2.8M), N/A (+966 shares, valued at $721.4K), VLO (+1.3K shares, valued at $343.3K); decreased their positions in ICSH (-9.7K shares, valued at $488.8K), IWM (-1.3K shares, valued at $379.8K), SPYG (-2.7K shares, valued at $319.6K); initiated new positions in VLO (+1.3K shares, valued at $343.3K), INTC (+1.5K shares, valued at $214.3K).

1M P&L

-3.2M-1.91%

3M P&L

-1.3M-0.81%

HY P&L

+14.3M+9.60%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A143.6M

87.0%

2Integrated Freight & Logistics3.5M

2.1%

3Specialty Industrial Machinery1.4M

0.8%

Top Industries by Stock Count

1N/A23 stocks

40.4%

2Specialty Industrial Machinery3 stocks

5.3%

3Specialty Chemicals2 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T40.0K shares2.47%2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS363.1K shares0.06%2026-06-302026-08-06

IWM ISHARES TR74.8K shares-1.66%2026-06-302026-08-06

IJH ISHARES TR254.1K shares0.52%2026-06-302026-08-06

SPYV SPDR SERIES TRUST219.7K shares1.55%2026-06-302026-08-06

SPYG SPDR SERIES TRUST110.3K shares-2.38%2026-06-302026-08-06

JPST J P MORGAN EXCHANGE TRADED F230.7K shares31.85%2026-06-302026-08-06

QQQ INVESCO QQQ TR14.9K shares0.05%2026-06-302026-08-06

Sponsored

VWO VANGUARD INTL EQUITY INDEX F141.3K shares1.61%2026-06-302026-08-06

IVW ISHARES TR40.4K shares-1.59%2026-06-302026-08-06

IVE ISHARES TR20.6K shares-1.24%2026-06-302026-08-06

CHRW C H ROBINSON WORLDWIDE IN16.7K shares0.00%2026-06-302026-08-06

IWR ISHARES TR18.1K shares-0.91%2026-06-302026-08-06

ICSH ISHARES TR32.3K shares-23.02%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON5.3K shares-3.38%2026-06-302026-08-06

ABBVIE INC ABBVIE INC4.8K shares0.79%2026-06-302026-08-06

Sponsored

CAH CARDINAL HEALTH INC4.4K shares-3.02%2026-06-302026-08-06

CINF CINCINNATI FINL CORP5.5K shares-2.27%2026-06-302026-08-06

AAPL APPLE INC3.2K shares-0.62%2026-06-302026-08-06

CVX CHEVRON CORPORATION5.4K shares-2.45%2026-06-302026-08-06

PG PROCTER & GAMBLE CO5.8K shares4.73%2026-06-302026-08-06

S&P GLOBAL INC S&P GLOBAL INC2.0K shares1.88%2026-06-302026-08-06

3M CO 3M CO5.0K shares44.35%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP5.8K shares-2.80%2026-06-302026-08-06

Sponsored

ECL ECOLAB INC2.8K shares1.78%2026-06-302026-08-06

FDS FACTSET RESH SYS INC3.0K shares7.21%2026-06-302026-08-06

PEP PEPSICO INC4.9K shares1.04%2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR23.4K shares0.12%2026-06-302026-08-06

MSFT MICROSOFT CORP1.7K shares42.39%2026-06-302026-08-06

NEAR ISHARES U S ETF TR12.6K shares-11.58%2026-06-302026-08-06

ABT ABBOTT LABORATORIES6.8K shares13.24%2026-06-302026-08-06

FAST FASTENAL CO12.8K shares3.75%2026-06-302026-08-06

Sponsored

LOW LOWES COS INC2.8K shares-0.58%2026-06-302026-08-06

TGT TARGET CORP4.5K shares-4.90%2026-06-302026-08-06

EMR EMERSON ELEC CO4.0K shares0.42%2026-06-302026-08-06

GGG GRACO INC7.6K shares0.00%2026-06-302026-08-06

ED CONSOLIDATED EDISON INC4.7K shares0.53%2026-06-302026-08-06

VOO VANGUARD INDEX FDS754 shares1.34%2026-06-302026-08-06

SYY SYSCO CORP5.9K shares-0.97%2026-06-302026-08-06

ROP ROPER TECHNOLOGIES INC1.4K shares32.04%2026-06-302026-08-06

Sponsored

GPC GENUINE PARTS CO3.9K shares-0.74%2026-06-302026-08-06

CHUBB LIMITED CHUBB LIMITED1.3K shares4.23%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS1.4K shares1.39%2026-06-302026-08-06

VO VANGUARD INDEX FDS4.8K shares299.75%2026-06-302026-08-06

WMT WALMART INC3.3K shares0.54%2026-06-302026-08-06

SCHM SCHWAB STRATEGIC TR10.2K shares0.39%2026-06-302026-08-06

APD AIR PRODUCTS AND CHEMICALS I1.3K shares3.14%2026-06-302026-08-06

VLO VALERO ENERGY CORP1.3K sharesnew addition2026-06-302026-08-06

Sponsored

GOOG ALPHABET INC970 shares0.00%2026-06-302026-08-06

SCHE SCHWAB STRATEGIC TR8.8K shares-0.58%2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC759 shares-3.80%2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR10.5K shares0.00%2026-06-302026-08-06

EXPD EXPEDITORS INTL WASH INC1.9K shares-1.57%2026-06-302026-08-06

ADP AUTOMATIC DATA PROCESSING IN1.3K shares10.49%2026-06-302026-08-06

IJR ISHARES TR1.9K shares-2.11%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL560 shares0.00%2026-06-302026-08-06

Sponsored

ISHARES TR ISHARES TR372 shares2.48%2026-06-302026-08-06

KO COCA COLA CO3.4K shares-1.48%2026-06-302026-08-06

SCHA SCHWAB STRATEGIC TR7.3K shares1.51%2026-06-302026-08-06

AMZN AMAZON COM INC1.1K shares0.00%2026-06-302026-08-06

MCD MCDONALDS CORP933 shares3.09%2026-06-302026-08-06

SPSM SPDR SERIES TRUST4.3K shares-0.50%2026-06-302026-08-06

SPMD SPDR SERIES TRUST3.5K shares0.00%2026-06-302026-08-06

INTC INTEL CORP1.5K sharesnew addition2026-06-302026-08-06

Sponsored

PNR PENTAIR PLC2.8K shares8.85%2026-06-302026-08-06

MEDTRONIC PLC MEDTRONIC PLC2.7K shares-7.93%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T

2.47%

Shares40.0K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

0.06%

Shares363.1K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

-1.66%

Shares74.8K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

0.52%

Shares254.1K

Event2026-06-30

Filed2026-08-06

SPYV

SPDR SERIES TRUST

1.55%

Shares219.7K

Event2026-06-30

Filed2026-08-06

SPYG

SPDR SERIES TRUST

-2.38%

Shares110.3K

Event2026-06-30

Filed2026-08-06

JPST

J P MORGAN EXCHANGE TRADED F

31.85%

Shares230.7K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

0.05%

Shares14.9K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

1.61%

Shares141.3K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

-1.59%

Shares40.4K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

-1.24%

Shares20.6K

Event2026-06-30

Filed2026-08-06

CHRW

C H ROBINSON WORLDWIDE IN

0.00%

Shares16.7K

Event2026-06-30

Filed2026-08-06

IWR

ISHARES TR

-0.91%

Shares18.1K

Event2026-06-30

Filed2026-08-06

ICSH

ISHARES TR

-23.02%

Shares32.3K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

-3.38%

Shares5.3K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

0.79%

Shares4.8K

Event2026-06-30

Filed2026-08-06

CAH

CARDINAL HEALTH INC

-3.02%

Shares4.4K

Event2026-06-30

Filed2026-08-06

CINF

CINCINNATI FINL CORP

-2.27%

Shares5.5K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

-0.62%

Shares3.2K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

-2.45%

Shares5.4K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

4.73%

Shares5.8K

Event2026-06-30

Filed2026-08-06

S&P GLOBAL INC

1.88%

Shares2.0K

Event2026-06-30

Filed2026-08-06

3M CO

44.35%

Shares5.0K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

-2.80%

Shares5.8K

Event2026-06-30

Filed2026-08-06

ECL

ECOLAB INC

1.78%

Shares2.8K

Event2026-06-30

Filed2026-08-06

FDS

FACTSET RESH SYS INC

7.21%

Shares3.0K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

1.04%

Shares4.9K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

0.12%

Shares23.4K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

42.39%

Shares1.7K

Event2026-06-30

Filed2026-08-06

NEAR

ISHARES U S ETF TR

-11.58%

Shares12.6K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

13.24%

Shares6.8K

Event2026-06-30

Filed2026-08-06

FAST

FASTENAL CO

3.75%

Shares12.8K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC

-0.58%

Shares2.8K

Event2026-06-30

Filed2026-08-06

TGT

TARGET CORP

-4.90%

Shares4.5K

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELEC CO

0.42%

Shares4.0K

Event2026-06-30

Filed2026-08-06

GGG

GRACO INC

0.00%

Shares7.6K

Event2026-06-30

Filed2026-08-06

CONSOLIDATED EDISON INC

0.53%

Shares4.7K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

1.34%

Shares754

Event2026-06-30

Filed2026-08-06

SYY

SYSCO CORP

-0.97%

Shares5.9K

Event2026-06-30

Filed2026-08-06

ROP

ROPER TECHNOLOGIES INC

32.04%

Shares1.4K

Event2026-06-30

Filed2026-08-06

GPC

GENUINE PARTS CO

-0.74%

Shares3.9K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

4.23%

Shares1.3K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

1.39%

Shares1.4K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

299.75%

Shares4.8K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

0.54%

Shares3.3K

Event2026-06-30

Filed2026-08-06

SCHM

SCHWAB STRATEGIC TR

0.39%

Shares10.2K

Event2026-06-30

Filed2026-08-06

APD

AIR PRODUCTS AND CHEMICALS I

3.14%

Shares1.3K

Event2026-06-30

Filed2026-08-06

VLO

VALERO ENERGY CORP

New

Shares1.3K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

0.00%

Shares970

Event2026-06-30

Filed2026-08-06

SCHE

SCHWAB STRATEGIC TR

-0.58%

Shares8.8K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

-3.80%

Shares759

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-06

EXPD

EXPEDITORS INTL WASH INC

-1.57%

Shares1.9K

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA PROCESSING IN

10.49%

Shares1.3K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

-2.11%

Shares1.9K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares560

Event2026-06-30

Filed2026-08-06

ISHARES TR

2.48%

Shares372

Event2026-06-30

Filed2026-08-06

COCA COLA CO

-1.48%

Shares3.4K

Event2026-06-30

Filed2026-08-06

SCHA

SCHWAB STRATEGIC TR

1.51%

Shares7.3K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

3.09%

Shares933

Event2026-06-30

Filed2026-08-06

SPSM

SPDR SERIES TRUST

-0.50%

Shares4.3K

Event2026-06-30

Filed2026-08-06

SPMD

SPDR SERIES TRUST

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

New

Shares1.5K

Event2026-06-30

Filed2026-08-06

PNR

PENTAIR PLC

8.85%

Shares2.8K

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC

-7.93%

Shares2.7K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available