 |
Size ($ in 1000's)
At 03/31/2024: $153,909
At 12/31/2023: $143,418
Guardian Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Guardian Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Guardian Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Guardian Wealth Advisors LLC.
In the Guardian Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Guardian Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Guardian Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR S&P 500 ETF TR (SPY) |
40,720 |
-634 |
$21,299 | | SPY | 40,720 | -634 | $21,299 | | VANGUARD TAX MANAGED FDS (VEA) |
342,580 |
+1,937 |
$17,187 | | VEA | 342,580 | +1,937 | $17,187 | | ISHARES TR (IWM) |
73,290 |
-685 |
$15,413 | | IWM | 73,290 | -685 | $15,413 | | ISHARES TR (IVW) |
139,063 |
-8,872 |
$11,742 | | IVW | 139,063 | -8,872 | $11,742 | | ISHARES TR (IVE) |
62,162 |
-3,378 |
$11,612 | | IVE | 62,162 | -3,378 | $11,612 | | ISHARES TR (IJH) |
182,930 |
+146,818 |
$11,111 | | IJH | 182,930 | +146,818 | $11,111 | | INVESCO QQQ TR |
19,075 |
-551 |
$8,470 | | QQQ | 19,075 | -551 | $8,470 | | VANGUARD INTL EQUITY INDEX F (VWO) |
116,416 |
+2,899 |
$4,863 | | VWO | 116,416 | +2,899 | $4,863 | | SPDR SER TR (SJNK) |
181,558 |
+2,039 |
$4,579 | | SJNK | 181,558 | +2,039 | $4,579 | | ISHARES TR (IWR) |
47,460 |
-1,654 |
$3,991 | | IWR | 47,460 | -1,654 | $3,991 | | ISHARES U S ETF TR (NEAR) |
58,544 |
-3,890 |
$2,954 | | NEAR | 58,544 | -3,890 | $2,954 | | ISHARES TR (PFF) |
85,716 |
+1,294 |
$2,763 | | PFF | 85,716 | +1,294 | $2,763 | | ISHARES TR (ICSH) |
40,994 |
-1,786 |
$2,073 | | ICSH | 40,994 | -1,786 | $2,073 | | C H ROBINSON WORLDWIDE INC |
18,176 |
UNCH |
$1,384 | | CHRW | 18,176 | UNCH | $1,384 | | ABBVIE INC |
6,804 |
-194 |
$1,239 | | ABBV | 6,804 | -194 | $1,239 | | J P MORGAN EXCHANGE TRADED F (JPST) |
21,858 |
+845 |
$1,103 | | JPST | 21,858 | +845 | $1,103 | | SPDR SER TR (SPYV) |
19,804 |
+14,653 |
$992 | | SPYV | 19,804 | +14,653 | $992 | | CINCINNATI FINL CORP |
7,630 |
-58 |
$947 | | CINF | 7,630 | -58 | $947 | | JOHNSON & JOHNSON |
5,986 |
+304 |
$947 | | JNJ | 5,986 | +304 | $947 | | CHEVRON CORP NEW |
5,809 |
+601 |
$916 | | CVX | 5,809 | +601 | $916 | | SPDR SER TR (SPYG) |
11,932 |
+11,932 |
$873 | | SPYG | 11,932 | +11,932 | $873 | | VANGUARD INDEX FDS (VO) |
3,467 |
-870 |
$866 | | VO | 3,467 | -870 | $866 | | CARDINAL HEALTH INC |
7,709 |
-562 |
$863 | | CAH | 7,709 | -562 | $863 | | EXXON MOBIL CORP |
7,159 |
-70 |
$832 | | XOM | 7,159 | -70 | $832 | | S&P GLOBAL INC |
1,934 |
+19 |
$823 | | SPGI | 1,934 | +19 | $823 | | PEPSICO INC |
4,606 |
+284 |
$806 | | PEP | 4,606 | +284 | $806 | | ISHARES TR (HYG) |
10,240 |
-1,270 |
$796 | | HYG | 10,240 | -1,270 | $796 | | TARGET CORP |
4,463 |
+492 |
$791 | | TGT | 4,463 | +492 | $791 | | ECOLAB INC |
3,369 |
-190 |
$778 | | ECL | 3,369 | -190 | $778 | | 3M CO |
7,286 |
+66 |
$773 | | MMM | 7,286 | +66 | $773 | | PRICE T ROWE GROUP INC |
6,100 |
+144 |
$744 | | TROW | 6,100 | +144 | $744 | | GENERAL MLS INC |
10,084 |
+487 |
$706 | | GIS | 10,084 | +487 | $706 | | GRACO INC |
7,523 |
UNCH |
$703 | | GGG | 7,523 | UNCH | $703 | | ABBOTT LABS |
6,142 |
+74 |
$698 | | ABT | 6,142 | +74 | $698 | | LOWES COS INC |
2,712 |
+106 |
$691 | | LOW | 2,712 | +106 | $691 | | PROCTER AND GAMBLE CO |
3,995 |
+153 |
$648 | | PG | 3,995 | +153 | $648 | | SYSCO CORP |
7,810 |
-330 |
$634 | | SYY | 7,810 | -330 | $634 | | AMAZON COM INC |
3,477 |
-45 |
$627 | | AMZN | 3,477 | -45 | $627 | | EMERSON ELEC CO |
5,242 |
-43 |
$595 | | EMR | 5,242 | -43 | $595 | | VANGUARD SPECIALIZED FUNDS (VIG) |
3,251 |
+24 |
$594 | | VIG | 3,251 | +24 | $594 | | UNITEDHEALTH GROUP INC |
1,190 |
UNCH |
$589 | | UNH | 1,190 | UNCH | $589 | | CLOROX CO DEL |
3,839 |
-19 |
$588 | | CLX | 3,839 | -19 | $588 | | APPLE INC |
3,407 |
-407 |
$584 | | AAPL | 3,407 | -407 | $584 | | CONSOLIDATED EDISON INC |
6,342 |
+40 |
$576 | | ED | 6,342 | +40 | $576 | | MICROSOFT CORP |
1,271 |
+159 |
$535 | | MSFT | 1,271 | +159 | $535 | | GENUINE PARTS CO |
3,172 |
+48 |
$491 | | GPC | 3,172 | +48 | $491 | | PROSHARES TR (NOBL) |
4,713 |
+72 |
$478 | | NOBL | 4,713 | +72 | $478 | | SCHWAB STRATEGIC TR |
12,239 |
+6,283 |
$478 | | SCHF | 12,239 | +6,283 | $478 | | VANGUARD INDEX FDS (VTI) |
1,724 |
+340 |
$448 | | VTI | 1,724 | +340 | $448 | | AIR PRODS & CHEMS INC |
1,664 |
+33 |
$403 | | APD | 1,664 | +33 | $403 |
See Full List: All Stocks Held By Guardian Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Guardian Wealth Advisors LLC
|
|
