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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Guardian Asset Advisors, LLC

Quarter ended Q2 2024 · Filed July 15, 2024 · Accession 0001085146-24-002971

Total Value
$136.2M
Positions
97
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (97)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL92,133$19.4M14.25%
2AMAZON COM INCAMZN44,507$8.6M6.32%
3SPDR SER TR78464A375246,329$8.0M5.89%
4NVIDIA CORPORATIONNVDA52,656$6.5M4.78%
5SPDR DOW JONES INDL AVERAGE78467X10915,058$5.9M4.33%
6MICROSOFT CORPMSFT13,122$5.9M4.31%
7SPDR SER TR78464A85483,420$5.3M3.92%
8ISHARES TR46428750787,089$5.1M3.74%
9VANGUARD SCOTTSDALE FDS92206C40950,777$3.9M2.88%
10ISHARES TR46428780435,005$3.7M2.74%
11INVESCO QQQ TRIVZ6,797$3.3M2.39%
12ELI LILLY & COLLY3,367$3.0M2.24%
13SPDR S&P 500 ETF TRSPY4,815$2.6M1.93%
14ALPHABET INCGOOG12,789$2.3M1.72%
15ISHARES TR4642872004,035$2.2M1.62%
16SCHWAB STRATEGIC TR80852430021,584$2.2M1.60%
17BERKSHIRE HATHAWAY INC DELBRK-A5,046$2.1M1.51%
18SELECT SECTOR SPDR TR81369Y85219,420$1.7M1.22%
19SELECT SECTOR SPDR TR81369Y50617,882$1.6M1.20%
20WALMART INCWMT22,846$1.5M1.14%
21SCHWAB CHARLES CORPSCHW-PJ19,117$1.4M1.04%
22HERSHEY COHSY7,551$1.4M1.02%
23INVESCO EXCH TRADED FD TR IIIVZ58,219$1.2M0.90%
24HOME DEPOT INCHD3,492$1.2M0.88%
25JOHNSON & JOHNSONJNJ7,922$1.2M0.85%
26INVESCO EXCHANGE TRADED FD TIVZ11,148$1.1M0.84%
27TESLA INCTSLA5,592$1.1M0.81%
28SCHWAB STRATEGIC TR80852479713,917$1.1M0.79%
29IRON MTN INC DEL46284V10111,931$1.1M0.79%
30ISHARES TR46428749912,883$1.0M0.77%
31MCDONALDS CORPMCD4,066$1.0M0.76%
32SCHWAB STRATEGIC TR80852440913,807$1.0M0.75%
33VANGUARD BD INDEX FDS92193783514,101$1.0M0.75%
34PACER FDS TR69374H88115,398$839,0260.62%
35ISHARES TR46434V40719,861$838,1160.62%
36ABBVIE INCABBV4,641$796,1410.58%
37VANGUARD INDEX FDS9229087444,337$695,7680.51%
38JPMORGAN CHASE & CO.VYLD3,317$671,5500.49%
39SELECT SECTOR SPDR TR81369Y60515,740$647,0980.48%
40CATERPILLAR INCCAT1,917$638,3600.47%
41UBER TECHNOLOGIES INCUBER8,410$611,2390.45%
42ADOBE INCADBE1,053$584,9780.43%
43CHEVRON CORP NEWCVX3,731$584,2770.43%
44NETFLIX INCNFLX856$577,6970.42%
45META PLATFORMS INCMETA1,144$577,4070.42%
46VANGUARD WORLD FD92204A2072,708$549,3190.40%
47ISHARES TR4642874082,862$520,9110.38%
48GLOBAL X FDS37954Y38416,753$495,5550.36%
49ISHARES TR4642884144,446$473,6540.35%
50ISHARES TR4642874733,896$470,6850.35%
51FIRST TR EXCHANGE-TRADED FD33733E80717,835$468,7940.34%
52ISHARES TR46435G5246,874$463,3760.34%
53ISHARES TR4642887603,500$462,1470.34%
54PNC FINL SVCS GROUP INC6934751052,966$461,0900.34%
55CHENIERE ENERGY INCLNG2,542$444,3010.33%
56INNOVATIVE INDL PPTYS INCINHD4,006$437,6040.32%
57CHURCH & DWIGHT CO INCCHD4,216$437,0870.32%
58ISHARES INC46428634316,770$435,5820.32%
59ENBRIDGE INCENNPF12,000$427,0800.31%
60ISHARES TR4642881584,024$420,8560.31%
61ISHARES TR46434V6217,135$411,0880.30%
62INTEL CORPINTC13,259$410,6470.30%
63MERIT MED SYS INC5898891044,520$388,4950.29%
64QUALCOMM INCQCOM1,930$384,3460.28%
65SELECT SECTOR SPDR TR81369Y7043,124$380,6920.28%
66ISHARES TR4642887523,695$374,4520.28%
67AT&T INCT-PC19,403$370,7890.27%
68SHOPIFY INCSHOP5,422$358,1420.26%
69VANECK ETF TRUST92189F6761,367$356,6310.26%
70PFIZER INCPFE12,363$345,9210.25%
71NOVO-NORDISK A SNONOF2,405$343,2920.25%
72ISHARES TR4642876221,136$338,1670.25%
73COCA COLA COKO5,216$331,9460.24%
74VERTEX PHARMACEUTICALS INCVRTX702$329,0440.24%
75PPG INDS INC6935061072,601$327,4050.24%
76LOWES COS INC5486611071,467$323,2900.24%
77SPDR GOLD TRGLD1,496$321,6530.24%
78INVESCO EXCH TRADED FD TR IIIVZ7,099$315,4140.23%
79SPDR SER TR78464A3594,328$311,8900.23%
80ETFIS SER TR I26923G7727,536$309,8780.23%
81E L F BEAUTY INCELF1,450$305,5440.22%
82VANGUARD WORLD FD92204A5041,122$298,5230.22%
83BOOZ ALLEN HAMILTON HLDG CORBAH1,931$296,9780.22%
84INVESCO EXCHANGE TRADED FD TIVZ4,589$291,5790.21%
85LOCKHEED MARTIN CORPLMT623$290,8500.21%
86VANGUARD TAX-MANAGED FDS9219438585,347$264,5120.19%
87ISHARES TR4642874812,389$263,6410.19%
88ISHARES TR4642888363,840$254,5970.19%
89INVESCO EXCHANGE TRADED FD TIVZ5,521$250,8470.18%
90DEXCOM INCDXCM2,110$239,2340.18%
91GRANITESHARES ETF TR38747R10811,133$226,6650.17%
92J P MORGAN EXCHANGE TRADED F46641Q6544,452$225,9370.17%
93CME GROUP INCCME1,148$225,6640.17%
94ISHARES TR4642876551,101$223,3980.16%
95CARLISLE COS INC142339100508$205,8960.15%
96PPL CORPPPLC7,389$204,3160.15%
97AFC GAMMA INCAFCG13,866$169,1810.12%