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

Currently, Guardian Wealth Advisors, LLC holds 64 types of securities in its portfolio with a total value $173.9M. In the most recent quarter, they have increased their positions in JPST (+42.9K shares, valued at $2.2M), ICSH (+8.0K shares, valued at $406.0K), SPY (+571 shares, valued at $371.3K); decreased their positions in VEA (-15.9K shares, valued at $1.0M), IWM (-2.2K shares, valued at $557.5K), NEAR (-7.4K shares, valued at $378.6K); initiated new positions in ROP (+1.0K shares, valued at $365.5K).

1M P&L

+5.2M+2.95%

3M P&L

+5.2M+2.95%

HY P&L

+16.8M+10.25%

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/A140.9M

85.9%

2Integrated Freight & Logistics3.0M

1.9%

3Drug Manufacturers - General2.4M

1.4%

Top Industries by Stock Count

1N/A23 stocks

39.0%

2Specialty Industrial Machinery3 stocks

5.1%

3Drug Manufacturers - General2 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T39.1K shares1.48%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS362.9K shares-4.20%2026-03-312026-05-01

IWM ISHARES TR76.1K shares-2.87%2026-03-312026-05-01

IJH ISHARES TR252.8K shares-0.90%2026-03-312026-05-01

SPYV SPDR SERIES TRUST216.4K shares0.49%2026-03-312026-05-01

SPYG SPDR SERIES TRUST113.0K shares2.92%2026-03-312026-05-01

JPST J P MORGAN EXCHANGE TRADED F175.0K shares32.44%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR14.9K shares-2.27%2026-03-312026-05-01

Sponsored

VWO VANGUARD INTL EQUITY INDEX F139.0K shares-0.92%2026-03-312026-05-01

IVW ISHARES TR41.1K shares-3.70%2026-03-312026-05-01

IVE ISHARES TR20.9K shares-2.94%2026-03-312026-05-01

CHRW C H ROBINSON WORLDWIDE IN16.7K shares0.00%2026-03-312026-05-01

ICSH ISHARES TR42.0K shares23.62%2026-03-312026-05-01

IWR ISHARES TR18.3K shares-10.22%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON5.5K shares-6.08%2026-03-312026-05-01

CVX CHEVRON CORPORATION5.6K shares-2.36%2026-03-312026-05-01

Sponsored

ABBV ABBVIE INC4.8K shares-6.80%2026-03-312026-05-01

XOM EXXON MOBIL CORP6.0K shares-8.88%2026-03-312026-05-01

CAH CARDINAL HEALTH INC4.5K shares-16.37%2026-03-312026-05-01

CINF CINCINNATI FINL CORP5.7K shares-3.07%2026-03-312026-05-01

SPGI S&P GLOBAL INC2.0K shares7.21%2026-03-312026-05-01

AAPL APPLE INC3.2K shares-8.97%2026-03-312026-05-01

PG PROCTER & GAMBLE CO5.5K shares1.34%2026-03-312026-05-01

PEP PEPSICO INC4.8K shares0.08%2026-03-312026-05-01

Sponsored

ECL ECOLAB INC2.8K shares-6.91%2026-03-312026-05-01

NEAR ISHARES U S ETF TR14.2K shares-34.37%2026-03-312026-05-01

LOW LOWES COS INC2.8K shares-3.89%2026-03-312026-05-01

GGG GRACO INC7.6K shares0.00%2026-03-312026-05-01

ABT ABBOTT LABORATORIES6.0K shares-2.98%2026-03-312026-05-01

FDS FACTSET RESH SYS INC2.8K shares45.72%2026-03-312026-05-01

SCHF SCHWAB STRATEGIC TR23.4K shares-4.23%2026-03-312026-05-01

FAST FASTENAL CO12.3K shares-2.95%2026-03-312026-05-01

Sponsored

TGT TARGET CORP4.7K shares-0.34%2026-03-312026-05-01

ED CONSOLIDATED EDISON INC4.7K shares-0.11%2026-03-312026-05-01

EMR EMERSON ELEC CO4.0K shares-6.66%2026-03-312026-05-01

MMM 3M CO3.5K shares0.00%2026-03-312026-05-01

MSFT MICROSOFT CORP1.2K shares-0.65%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS744 shares6.74%2026-03-312026-05-01

SYY SYSCO CORP6.0K shares-6.61%2026-03-312026-05-01

GPC GENUINE PARTS CO3.9K shares0.33%2026-03-312026-05-01

Sponsored

WMT WALMART INC3.3K shares-11.83%2026-03-312026-05-01

CB CHUBB LTD SWITZ1.2K shares-1.63%2026-03-312026-05-01

ROP ROPER TECHNOLOGIES INC1.0K sharesnew addition2026-03-312026-05-01

APD AIR PRODUCTS AND CHEMICALS I1.2K shares0.57%2026-03-312026-05-01

VO VANGUARD INDEX FDS1.2K shares7.84%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS1.4K shares2.47%2026-03-312026-05-01

SCHM SCHWAB STRATEGIC TR10.2K shares-9.94%2026-03-312026-05-01

SCHE SCHWAB STRATEGIC TR8.8K shares1.44%2026-03-312026-05-01

Sponsored

MCD MCDONALDS CORP905 shares-4.74%2026-03-312026-05-01

ALPHABET INC ALPHABET INC970 shares-6.91%2026-03-312026-05-01

EXPD EXPEDITORS INTL WASH INC1.9K shares-3.00%2026-03-312026-05-01

SCHX SCHWAB STRATEGIC TR10.5K shares1.72%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL560 shares0.00%2026-03-312026-05-01

KO COCA COLA CO3.4K shares7.38%2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC2.9K shares0.87%2026-03-312026-05-01

IJR ISHARES TR2.0K shares0.10%2026-03-312026-05-01

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.2K shares6.44%2026-03-312026-05-01

IVV ISHARES TR363 shares-3.46%2026-03-312026-05-01

AMZN AMAZON COM INC1.1K shares0.00%2026-03-312026-05-01

PNR PENTAIR PLC2.5K shares-2.16%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC789 shares-7.07%2026-03-312026-05-01

SPSM SPDR SERIES TRUST4.4K shares-2.68%2026-03-312026-05-01

SPMD SPDR SERIES TRUST3.5K shares-3.27%2026-03-312026-05-01

SCHA SCHWAB STRATEGIC TR7.2K shares1.35%2026-03-312026-05-01

Sponsored

SPY

STATE STR SPDR S&P 500 ETF T

1.48%

Shares39.1K

Event2026-03-31

Filed2026-05-01

VEA

VANGUARD TAX-MANAGED FDS

-4.20%

Shares362.9K

Event2026-03-31

Filed2026-05-01

IWM

ISHARES TR

-2.87%

Shares76.1K

Event2026-03-31

Filed2026-05-01

IJH

ISHARES TR

-0.90%

Shares252.8K

Event2026-03-31

Filed2026-05-01

SPYV

SPDR SERIES TRUST

0.49%

Shares216.4K

Event2026-03-31

Filed2026-05-01

SPYG

SPDR SERIES TRUST

2.92%

Shares113.0K

Event2026-03-31

Filed2026-05-01

JPST

J P MORGAN EXCHANGE TRADED F

32.44%

Shares175.0K

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

-2.27%

Shares14.9K

Event2026-03-31

Filed2026-05-01

VWO

VANGUARD INTL EQUITY INDEX F

-0.92%

Shares139.0K

Event2026-03-31

Filed2026-05-01

IVW

ISHARES TR

-3.70%

Shares41.1K

Event2026-03-31

Filed2026-05-01

IVE

ISHARES TR

-2.94%

Shares20.9K

Event2026-03-31

Filed2026-05-01

CHRW

C H ROBINSON WORLDWIDE IN

0.00%

Shares16.7K

Event2026-03-31

Filed2026-05-01

ICSH

ISHARES TR

23.62%

Shares42.0K

Event2026-03-31

Filed2026-05-01

IWR

ISHARES TR

-10.22%

Shares18.3K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

-6.08%

Shares5.5K

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORPORATION

-2.36%

Shares5.6K

Event2026-03-31

Filed2026-05-01

ABBV

ABBVIE INC

-6.80%

Shares4.8K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

-8.88%

Shares6.0K

Event2026-03-31

Filed2026-05-01

CAH

CARDINAL HEALTH INC

-16.37%

Shares4.5K

Event2026-03-31

Filed2026-05-01

CINF

CINCINNATI FINL CORP

-3.07%

Shares5.7K

Event2026-03-31

Filed2026-05-01

SPGI

S&P GLOBAL INC

7.21%

Shares2.0K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-8.97%

Shares3.2K

Event2026-03-31

Filed2026-05-01

PROCTER & GAMBLE CO

1.34%

Shares5.5K

Event2026-03-31

Filed2026-05-01

PEP

PEPSICO INC

0.08%

Shares4.8K

Event2026-03-31

Filed2026-05-01

ECL

ECOLAB INC

-6.91%

Shares2.8K

Event2026-03-31

Filed2026-05-01

NEAR

ISHARES U S ETF TR

-34.37%

Shares14.2K

Event2026-03-31

Filed2026-05-01

LOW

LOWES COS INC

-3.89%

Shares2.8K

Event2026-03-31

Filed2026-05-01

GGG

GRACO INC

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-01

ABT

ABBOTT LABORATORIES

-2.98%

Shares6.0K

Event2026-03-31

Filed2026-05-01

FDS

FACTSET RESH SYS INC

45.72%

Shares2.8K

Event2026-03-31

Filed2026-05-01

SCHF

SCHWAB STRATEGIC TR

-4.23%

Shares23.4K

Event2026-03-31

Filed2026-05-01

FAST

FASTENAL CO

-2.95%

Shares12.3K

Event2026-03-31

Filed2026-05-01

TGT

TARGET CORP

-0.34%

Shares4.7K

Event2026-03-31

Filed2026-05-01

CONSOLIDATED EDISON INC

-0.11%

Shares4.7K

Event2026-03-31

Filed2026-05-01

EMR

EMERSON ELEC CO

-6.66%

Shares4.0K

Event2026-03-31

Filed2026-05-01

MMM

3M CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

-0.65%

Shares1.2K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

6.74%

Shares744

Event2026-03-31

Filed2026-05-01

SYY

SYSCO CORP

-6.61%

Shares6.0K

Event2026-03-31

Filed2026-05-01

GPC

GENUINE PARTS CO

0.33%

Shares3.9K

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

-11.83%

Shares3.3K

Event2026-03-31

Filed2026-05-01

CHUBB LTD SWITZ

-1.63%

Shares1.2K

Event2026-03-31

Filed2026-05-01

ROP

ROPER TECHNOLOGIES INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-01

APD

AIR PRODUCTS AND CHEMICALS I

0.57%

Shares1.2K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

7.84%

Shares1.2K

Event2026-03-31

Filed2026-05-01

IBM

INTERNATIONAL BUSINESS MACHS

2.47%

Shares1.4K

Event2026-03-31

Filed2026-05-01

SCHM

SCHWAB STRATEGIC TR

-9.94%

Shares10.2K

Event2026-03-31

Filed2026-05-01

SCHE

SCHWAB STRATEGIC TR

1.44%

Shares8.8K

Event2026-03-31

Filed2026-05-01

MCD

MCDONALDS CORP

-4.74%

Shares905

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-6.91%

Shares970

Event2026-03-31

Filed2026-05-01

EXPD

EXPEDITORS INTL WASH INC

-3.00%

Shares1.9K

Event2026-03-31

Filed2026-05-01

SCHX

SCHWAB STRATEGIC TR

1.72%

Shares10.5K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares560

Event2026-03-31

Filed2026-05-01

COCA COLA CO

7.38%

Shares3.4K

Event2026-03-31

Filed2026-05-01

MEDTRONIC PLC

0.87%

Shares2.9K

Event2026-03-31

Filed2026-05-01

IJR

ISHARES TR

0.10%

Shares2.0K

Event2026-03-31

Filed2026-05-01

ADP

AUTOMATIC DATA PROCESSING IN

6.44%

Shares1.2K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

-3.46%

Shares363

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-01

PNR

PENTAIR PLC

-2.16%

Shares2.5K

Event2026-03-31

Filed2026-05-01

UNH

UNITEDHEALTH GROUP INC

-7.07%

Shares789

Event2026-03-31

Filed2026-05-01

SPSM

SPDR SERIES TRUST

-2.68%

Shares4.4K

Event2026-03-31

Filed2026-05-01

SPMD

SPDR SERIES TRUST

-3.27%

Shares3.5K

Event2026-03-31

Filed2026-05-01

SCHA

SCHWAB STRATEGIC TR

1.35%

Shares7.2K

Event2026-03-31

Filed2026-05-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available