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

Currently, Guardian Asset Advisors, LLC holds 102 types of securities in its portfolio with a total value $171.2M. In the most recent quarter, they have increased their positions in IJH (+78.9K shares, valued at $5.3M), DIA (+11.2K shares, valued at $5.2M), IJR (+15.5K shares, valued at $1.9M); decreased their positions in USMV (-80.8K shares, valued at $7.5M), VEA (-42.3K shares, valued at $2.7M), SPYM (-19.6K shares, valued at $1.5M); initiated new positions in XLP (+16.1K shares, valued at $1.3M), IHE (+2.6K shares, valued at $228.6K), ADBE (+839 shares, valued at $203.9K).

1M P&L

+8.7M+4.63%

3M P&L

+14.7M+8.05%

HY P&L

+18.6M+10.37%

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/A90.3M

49.3%

2Consumer Electronics23.5M

12.8%

3Software - Infrastructure12.3M

6.7%

Top Industries by Stock Count

1N/A56 stocks

54.9%

2Drug Manufacturers - General4 stocks

3.9%

3Software - Infrastructure3 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC85.6K shares-0.79%2026-03-312026-05-14

NVDA NVIDIA CORPORATION53.0K shares-4.87%2026-03-312026-05-14

SPYM SPDR SERIES TRUST119.6K shares-14.09%2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR II37.6K shares-0.18%2026-03-312026-05-14

AMZN AMAZON COM INC42.9K shares-2.60%2026-03-312026-05-14

SPIB SPDR SERIES TRUST210.3K shares-0.20%2026-03-312026-05-14

IJH ISHARES TR91.9K shares603.98%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND13.1K shares582.41%2026-03-312026-05-14

Sponsored

MSFT MICROSOFT CORP12.9K shares-5.20%2026-03-312026-05-14

WMT WALMART INC33.9K shares-9.12%2026-03-312026-05-14

ALPHABET INC ALPHABET INC12.9K shares28.92%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC24.6K shares-16.78%2026-03-312026-05-14

BKLN INVESCO EXCH TRADED FD TR II166.7K shares-20.77%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS40.3K shares-6.08%2026-03-312026-05-14

LLY ELI LILLY & CO3.3K shares-3.03%2026-03-312026-05-14

VRT VERTIV HOLDINGS CO11.8K shares-0.20%2026-03-312026-05-14

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.1K shares-15.65%2026-03-312026-05-14

SHYG ISHARES TR57.6K shares-7.05%2026-03-312026-05-14

IJR ISHARES TR18.8K shares459.79%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR67.3K shares59.21%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR18.0K shares-1.15%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR38.9K shares118.38%2026-03-312026-05-14

TSLA TESLA INC4.8K shares-9.32%2026-03-312026-05-14

PPA INVESCO EXCHANGE TRADED FD T10.1K shares-0.05%2026-03-312026-05-14

Sponsored

IGV ISHARES TR20.7K shares-6.70%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS22.4K shares61.32%2026-03-312026-05-14

MCD MCDONALDS CORP5.2K shares0.37%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP16.4K shares-12.85%2026-03-312026-05-14

IVV ISHARES TR2.3K shares-2.92%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T2.3K shares-21.48%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO4.8K shares-8.85%2026-03-312026-05-14

GEV GE VERNOVA INC1.6K shares-33.33%2026-03-312026-05-14

Sponsored

XLP SELECT SECTOR SPDR TR16.1K sharesnew addition2026-03-312026-05-14

CAT CATERPILLAR INC1.9K shares-2.42%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON5.2K shares6.62%2026-03-312026-05-14

IRM IRON MTN INC DEL10.9K shares6.71%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR38.3K shares-22.67%2026-03-312026-05-14

HD HOME DEPOT INC3.2K shares-2.70%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR1.8K shares-1.35%2026-03-312026-05-14

HSY HERSHEY CO4.4K shares-8.36%2026-03-312026-05-14

Sponsored

ABBV ABBVIE INC4.0K shares4.30%2026-03-312026-05-14

VTV VANGUARD INDEX FDS4.3K shares-49.11%2026-03-312026-05-14

COWZ PACER FDS TR13.0K shares2.00%2026-03-312026-05-14

ITA ISHARES TR3.6K shares-0.31%2026-03-312026-05-14

GLD SPDR GOLD TR1.8K shares-6.33%2026-03-312026-05-14

META META PLATFORMS INC1.3K shares-33.13%2026-03-312026-05-14

LNG CHENIERE ENERGY INC2.5K shares1.80%2026-03-312026-05-14

SMH VANECK ETF TRUST1.8K shares-9.81%2026-03-312026-05-14

Sponsored

VEA VANGUARD TAX-MANAGED FDS10.8K shares-79.61%2026-03-312026-05-14

ENB ENBRIDGE INC12.1K shares-0.33%2026-03-312026-05-14

SHOP SHOPIFY INC5.5K shares-9.03%2026-03-312026-05-14

IVE ISHARES TR3.0K shares0.37%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC8.8K shares-23.00%2026-03-312026-05-14

VDC VANGUARD WORLD FD2.6K shares-0.42%2026-03-312026-05-14

IGRO ISHARES TR6.9K shares-1.29%2026-03-312026-05-14

IWS ISHARES TR3.9K shares7.19%2026-03-312026-05-14

Sponsored

PNC PNC FINL SVCS GROUP INC2.6K shares-13.03%2026-03-312026-05-14

T AT&T INC18.8K shares-1.62%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE1.9K shares-21.59%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR3.2K shares11.02%2026-03-312026-05-14

CWB SPDR SERIES TRUST5.1K shares-55.59%2026-03-312026-05-14

SPHQ INVESCO EXCHANGE TRADED FD T6.1K shares-0.62%2026-03-312026-05-14

FCG FIRST TR EXCHANGE-TRADED FD14.3K shares25.47%2026-03-312026-05-14

IWR ISHARES TR4.4K shares-1.01%2026-03-312026-05-14

Sponsored

ITB ISHARES TR4.6K shares17.19%2026-03-312026-05-14

IWB ISHARES TR1.1K shares-0.69%2026-03-312026-05-14

SUB ISHARES TR3.7K shares60.95%2026-03-312026-05-14

GLW CORNING INC2.9K shares13.07%2026-03-312026-05-14

CELESTICA INC CELESTICA INC1.4K shares-31.59%2026-03-312026-05-14

CHD CHURCH & DWIGHT CO INC4.1K shares-2.56%2026-03-312026-05-14

POWR ISHARES INC14.4K shares29.60%2026-03-312026-05-14

KO COCA COLA CO4.8K shares-2.96%2026-03-312026-05-14

Sponsored

BUG GLOBAL X FDS14.1K shares9.02%2026-03-312026-05-14

MUB ISHARES TR3.3K shares72.87%2026-03-312026-05-14

SPHD INVESCO EXCH TRADED FD TR II7.0K shares1.68%2026-03-312026-05-14

SLV ISHARES SILVER TR5.1K shares-12.59%2026-03-312026-05-14

CME CME GROUP INC1.2K shares-9.25%2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC770 shares-12.99%2026-03-312026-05-14

LOW LOWES COS INC1.5K shares10.58%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST8.6K shares-6.52%2026-03-312026-05-14

Sponsored

PFE PFIZER INC11.6K shares12.20%2026-03-312026-05-14

CRM SALESFORCE INC1.7K shares7.60%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR5.2K shares-38.28%2026-03-312026-05-14

AMZA ETFIS SER TR I6.9K shares1.22%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP501 shares4.16%2026-03-312026-05-14

VHT VANGUARD WORLD FD1.1K shares-1.96%2026-03-312026-05-14

BROADCOM INC BROADCOM INC964 shares-40.68%2026-03-312026-05-14

VST VISTRA CORP1.9K shares-18.24%2026-03-312026-05-14

Sponsored

MU MICRON TECHNOLOGY INC800 shares-1.36%2026-03-312026-05-14

USMV ISHARES TR2.8K shares-96.63%2026-03-312026-05-14

PPL PPL CORP6.6K shares-0.36%2026-03-312026-05-14

PEJ INVESCO EXCHANGE TRADED FD T4.3K shares10.99%2026-03-312026-05-14

PPG PPG INDS INC2.3K shares-2.29%2026-03-312026-05-14

QCOM QUALCOMM INC1.9K shares11.42%2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR7.8K shares-20.66%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS3.0K shares-8.43%2026-03-312026-05-14

Sponsored

JMST J P MORGAN EXCHANGE TRADED F4.5K shares-1.47%2026-03-312026-05-14

IHE ISHARES TR2.6K sharesnew addition2026-03-312026-05-14

VPU VANGUARD WORLD FD1.1K shares-11.73%2026-03-312026-05-14

CSCO CISCO SYS INC2.8K shares-1.64%2026-03-312026-05-14

DGRO ISHARES TR3.0K shares-12.97%2026-03-312026-05-14

ADBE ADOBE INC839 sharesnew addition2026-03-312026-05-14

AAPL

APPLE INC

-0.79%

Shares85.6K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-4.87%

Shares53.0K

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

-14.09%

Shares119.6K

Event2026-03-31

Filed2026-05-14

QQQM

INVESCO EXCH TRADED FD TR II

-0.18%

Shares37.6K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-2.60%

Shares42.9K

Event2026-03-31

Filed2026-05-14

SPIB

SPDR SERIES TRUST

-0.20%

Shares210.3K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

603.98%

Shares91.9K

Event2026-03-31

Filed2026-05-14

DIA

STATE STR SPDR DOW JONES IND

582.41%

Shares13.1K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-5.20%

Shares12.9K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

-9.12%

Shares33.9K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

28.92%

Shares12.9K

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

-16.78%

Shares24.6K

Event2026-03-31

Filed2026-05-14

BKLN

INVESCO EXCH TRADED FD TR II

-20.77%

Shares166.7K

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

-6.08%

Shares40.3K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

-3.03%

Shares3.3K

Event2026-03-31

Filed2026-05-14

VRT

VERTIV HOLDINGS CO

-0.20%

Shares11.8K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-15.65%

Shares5.1K

Event2026-03-31

Filed2026-05-14

SHYG

ISHARES TR

-7.05%

Shares57.6K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

459.79%

Shares18.8K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

59.21%

Shares67.3K

Event2026-03-31

Filed2026-05-14

XLC

SELECT SECTOR SPDR TR

-1.15%

Shares18.0K

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

118.38%

Shares38.9K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

-9.32%

Shares4.8K

Event2026-03-31

Filed2026-05-14

PPA

INVESCO EXCHANGE TRADED FD T

-0.05%

Shares10.1K

Event2026-03-31

Filed2026-05-14

IGV

ISHARES TR

-6.70%

Shares20.7K

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FDS

61.32%

Shares22.4K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

0.37%

Shares5.2K

Event2026-03-31

Filed2026-05-14

SCHW

SCHWAB CHARLES CORP

-12.85%

Shares16.4K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

-2.92%

Shares2.3K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-21.48%

Shares2.3K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-8.85%

Shares4.8K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

-33.33%

Shares1.6K

Event2026-03-31

Filed2026-05-14

XLP

SELECT SECTOR SPDR TR

New

Shares16.1K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

-2.42%

Shares1.9K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

6.62%

Shares5.2K

Event2026-03-31

Filed2026-05-14

IRM

IRON MTN INC DEL

6.71%

Shares10.9K

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

-22.67%

Shares38.3K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

-2.70%

Shares3.2K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

-1.35%

Shares1.8K

Event2026-03-31

Filed2026-05-14

HSY

HERSHEY CO

-8.36%

Shares4.4K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

4.30%

Shares4.0K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

-49.11%

Shares4.3K

Event2026-03-31

Filed2026-05-14

COWZ

PACER FDS TR

2.00%

Shares13.0K

Event2026-03-31

Filed2026-05-14

ITA

ISHARES TR

-0.31%

Shares3.6K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

-6.33%

Shares1.8K

Event2026-03-31

Filed2026-05-14