The Analysis of Guardian Wealth Advisors, LLC's Holdings
Currently, Guardian Wealth Advisors, LLC holds 74 types of securities in its portfolio with a total value $176.4M. In the most recent quarter, they have increased their positions in JPST (+49.5K shares, valued at $2.5M), SPYV (+22.2K shares, valued at $1.2M), IJH (+11.9K shares, valued at $776.9K); decreased their positions in SJNK (-114.0K shares, valued at $2.9M), PFF (-48.8K shares, valued at $1.5M), NEAR (-25.0K shares, valued at $1.3M); initiated new positions in GOOG (+1.0K shares, valued at $250.9K), GLD (+668 shares, valued at $237.5K), IJR (+1.9K shares, valued at $221.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR39.6K shares-0.94%2025-09-302025-10-30
VEA VANGUARD TAX-MANAGED FDS380.3K shares-1.72%2025-09-302025-10-30 IWM ISHARES TR80.2K shares0.37%2025-09-302025-10-30 IJH ISHARES TR253.0K shares4.94%2025-09-302025-10-30 SPYG SPDR SERIES TRUST111.8K shares6.74%2025-09-302025-10-30 SPYV SPDR SERIES TRUST205.2K shares12.15%2025-09-302025-10-30 QQQ INVESCO QQQ TR15.8K shares-6.49%2025-09-302025-10-30 VWO VANGUARD INTL EQUITY INDEX F137.9K shares2.04%2025-09-302025-10-30 IVW ISHARES TR47.2K shares-16.08%2025-09-302025-10-30 JPST J P MORGAN EXCHANGE TRADED F96.3K shares105.78%2025-09-302025-10-30 IVE ISHARES TR23.6K shares-14.30%2025-09-302025-10-30 CHRW C H ROBINSON WORLDWIDE INC16.7K shares0.00%2025-09-302025-10-30 IWR ISHARES TR20.7K shares-8.36%2025-09-302025-10-30 ICSH ISHARES TR33.0K shares-12.09%2025-09-302025-10-30 NEAR ISHARES U S ETF TR27.3K shares-47.80%2025-09-302025-10-30 ABBV ABBVIE INC5.8K shares-3.20%2025-09-302025-10-30 JNJ JOHNSON & JOHNSON6.3K shares1.47%2025-09-302025-10-30 CINF CINCINNATI FINL CORP6.2K shares-1.29%2025-09-302025-10-30 CVX CHEVRON CORP NEW6.2K shares1.71%2025-09-302025-10-30 CAH CARDINAL HEALTH INC6.1K shares-8.36%2025-09-302025-10-30 AAPL APPLE INC3.7K shares35.99%2025-09-302025-10-30 SPGI S&P GLOBAL INC1.8K shares-1.59%2025-09-302025-10-30 ABT ABBOTT LABS6.2K shares-3.73%2025-09-302025-10-30 ECL ECOLAB INC3.0K shares-6.19%2025-09-302025-10-30 XOM EXXON MOBIL CORP7.2K shares-0.48%2025-09-302025-10-30 PG PROCTER AND GAMBLE CO5.2K shares14.08%2025-09-302025-10-30 LOW LOWES COS INC2.9K shares-1.04%2025-09-302025-10-30 PEP PEPSICO INC4.8K shares5.06%2025-09-302025-10-30 MSFT MICROSOFT CORP1.2K shares8.37%2025-09-302025-10-30 GGG GRACO INC7.6K shares0.00%2025-09-302025-10-30 FAST FASTENAL CO12.7K shares6.70%2025-09-302025-10-30 SJNK SPDR SERIES TRUST23.5K shares-82.91%2025-09-302025-10-30 EMR EMERSON ELEC CO4.4K shares-2.15%2025-09-302025-10-30 SCHF SCHWAB STRATEGIC TR24.7K shares-3.83%2025-09-302025-10-30 SYY SYSCO CORP6.7K shares0.06%2025-09-302025-10-30 ED CONSOLIDATED EDISON INC5.4K shares-4.59%2025-09-302025-10-30 MMM 3M CO3.5K shares-2.61%2025-09-302025-10-30 GPC GENUINE PARTS CO3.7K shares4.33%2025-09-302025-10-30 FDS FACTSET RESH SYS INC1.8K shares261.52%2025-09-302025-10-30 IBM INTERNATIONAL BUSINESS MACHS1.8K shares-2.19%2025-09-302025-10-30 GIS GENERAL MLS INC8.7K shares10.79%2025-09-302025-10-30 VOO VANGUARD INDEX FDS694 shares-10.45%2025-09-302025-10-30 TGT TARGET CORP4.4K shares8.05%2025-09-302025-10-30 WMT WALMART INC3.8K shares-3.10%2025-09-302025-10-30 VO VANGUARD INDEX FDS1.3K shares-42.98%2025-09-302025-10-30 SCHM SCHWAB STRATEGIC TR12.2K shares2.55%2025-09-302025-10-30 IVV ISHARES TR535 shares0.00%2025-09-302025-10-30 MDT MEDTRONIC PLC3.7K shares0.00%2025-09-302025-10-30 APD AIR PRODS & CHEMS INC1.3K shares-1.46%2025-09-302025-10-30 ADP AUTOMATIC DATA PROCESSING IN1.1K shares-0.61%2025-09-302025-10-30 CB CHUBB LIMITED1.1K shares6.10%2025-09-302025-10-30 MCD MCDONALDS CORP1.0K shares0.20%2025-09-302025-10-30 UNH UNITEDHEALTH GROUP INC860 shares0.00%2025-09-302025-10-30 AMZN AMAZON COM INC1.3K shares39.69%2025-09-302025-10-30 PNR PENTAIR PLC2.6K shares-6.26%2025-09-302025-10-30 SCHE SCHWAB STRATEGIC TR8.6K shares0.17%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL560 shares-8.65%2025-09-302025-10-30 NOBL PROSHARES TR2.7K shares0.30%2025-09-302025-10-30 SCHX SCHWAB STRATEGIC TR10.3K shares0.00%2025-09-302025-10-30 CTAS CINTAS CORP1.3K shares-1.13%2025-09-302025-10-30 PFF ISHARES TR8.2K shares-85.58%2025-09-302025-10-30 KMB KIMBERLY-CLARK CORP2.1K shares-3.96%2025-09-302025-10-30 EXPD EXPEDITORS INTL WASH INC2.0K shares-2.66%2025-09-302025-10-30 GOOG ALPHABET INC1.0K sharesnew addition2025-09-302025-10-30 GLD SPDR GOLD TR668 sharesnew addition2025-09-302025-10-30 COST COSTCO WHSL CORP NEW245 shares11.36%2025-09-302025-10-30 CLX CLOROX CO DEL1.8K shares-26.35%2025-09-302025-10-30 IJR ISHARES TR1.9K sharesnew addition2025-09-302025-10-30 BSX BOSTON SCIENTIFIC CORP2.2K shares0.00%2025-09-302025-10-30 SPSM SPDR SERIES TRUST4.7K shares-5.28%2025-09-302025-10-30 SPMD SPDR SERIES TRUST3.7K shares-3.25%2025-09-302025-10-30 KO COCA COLA CO3.2K shares-2.80%2025-09-302025-10-30 AFL AFLAC INC1.9K sharesnew addition2025-09-302025-10-30 SCHA SCHWAB STRATEGIC TR7.2K sharesnew addition2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available