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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 Q3 2024 · Filed October 9, 2024 · Accession 0001085146-24-004719

Total Value
$147.2M
Positions
97
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (97)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL91,662$21.4M14.51%
2AMAZON COM INCAMZN45,352$8.5M5.74%
3SPDR SER TR78464A854102,602$6.9M4.70%
4SPDR SER TR78464A375202,489$6.8M4.63%
5SPDR DOW JONES INDL AVERAGE78467X10915,357$6.5M4.41%
6NVIDIA CORPORATIONNVDA53,413$6.5M4.41%
7INVESCO EXCH TRADED FD TR IIIVZ32,215$6.5M4.39%
8MICROSOFT CORPMSFT13,305$5.7M3.89%
9ISHARES TR46428750785,598$5.3M3.62%
10INVESCO EXCH TRADED FD TR IIIVZ151,727$3.2M2.16%
11ELI LILLY & COLLY3,423$3.0M2.06%
12VANGUARD SCOTTSDALE FDS92206C40938,123$3.0M2.06%
13WALMART INCWMT30,220$2.4M1.66%
14BERKSHIRE HATHAWAY INC DELBRK-A5,297$2.4M1.66%
15ALPHABET INCGOOG13,739$2.3M1.56%
16ISHARES TR46434V40751,719$2.2M1.53%
17ISHARES TR46428780417,913$2.1M1.42%
18ISHARES TR4642872003,017$1.7M1.18%
19HERSHEY COHSY8,908$1.7M1.16%
20SELECT SECTOR SPDR TR81369Y50619,436$1.7M1.16%
21SELECT SECTOR SPDR TR81369Y85218,874$1.7M1.16%
22SPDR S&P 500 ETF TRSPY2,701$1.6M1.05%
23MCDONALDS CORPMCD4,978$1.5M1.03%
24SCHWAB STRATEGIC TR80852430014,221$1.5M1.00%
25TESLA INCTSLA5,596$1.5M0.99%
26HOME DEPOT INCHD3,477$1.4M0.96%
27IRON MTN INC DEL46284V10111,764$1.4M0.95%
28SCHWAB STRATEGIC TR80852479715,028$1.3M0.86%
29INVESCO EXCHANGE TRADED FD TIVZ10,812$1.2M0.84%
30SCHWAB CHARLES CORPSCHW-PJ18,430$1.2M0.81%
31VANGUARD BD INDEX FDS92193783515,531$1.2M0.79%
32JOHNSON & JOHNSONJNJ6,846$1.1M0.75%
33INVESCO QQQ TRIVZ2,056$1.0M0.68%
34JPMORGAN CHASE & CO.VYLD4,661$983,5250.67%
35ABBVIE INCABBV4,581$904,9780.61%
36VERTIV HOLDINGS COVRT9,064$901,8010.61%
37CHEVRON CORP NEWCVX5,624$828,4430.56%
38PACER FDS TR69374H88113,773$797,0360.54%
39META PLATFORMS INCMETA1,344$770,2790.52%
40VANGUARD INDEX FDS9229087444,356$760,3590.52%
41CATERPILLAR INCCAT1,909$746,5110.51%
42ISHARES TR4642874998,090$710,4990.48%
43SELECT SECTOR SPDR TR81369Y60515,506$702,7440.48%
44UBER TECHNOLOGIES INCUBER8,975$674,5610.46%
45SCHWAB STRATEGIC TR8085244097,880$630,3460.43%
46VANGUARD WORLD FD92204A2072,857$623,7530.42%
47NETFLIX INCNFLX876$621,3200.42%
48ISHARES TR4642887524,696$598,2750.41%
49ISHARES TR4642874082,866$565,0910.38%
50ADOBE INCADBE1,043$540,0390.37%
51INNOVATIVE INDL PPTYS INCINHD3,957$532,4190.36%
52ISHARES TR4642887603,500$523,7800.36%
53ISHARES TR4642874733,913$517,2670.35%
54ISHARES TR46435G5246,903$514,8730.35%
55PNC FINL SVCS GROUP INC6934751052,775$512,8830.35%
56ENBRIDGE INCENNPF12,000$487,3200.33%
57GLOBAL X FDS37954Y38415,450$478,1900.32%
58SELECT SECTOR SPDR TR81369Y7043,528$477,8690.32%
59CHENIERE ENERGY INCLNG2,542$457,2090.31%
60VANGUARD TAX-MANAGED FDS9219438588,501$449,0460.30%
61SHOPIFY INCSHOP5,582$447,3480.30%
62MERIT MED SYS INC5898891044,520$446,7130.30%
63CHURCH & DWIGHT CO INCCHD4,216$441,5820.30%
64ISHARES TR4642884143,978$431,8940.29%
65SPDR GOLD TRGLD1,761$428,2530.29%
66AT&T INCT-PC19,403$426,8550.29%
67ISHARES INC46428634316,508$409,4970.28%
68SALESFORCE INCCRM1,490$408,1720.28%
69ISHARES TR4642881583,776$400,8380.27%
70LOWES COS INC5486611071,468$397,3190.27%
71FIRST TR EXCHANGE-TRADED FD33733E80716,573$393,6110.27%
72PFIZER INCPFE13,208$382,2350.26%
73COCA COLA COKO5,181$372,2030.25%
74VANECK ETF TRUST92189F6761,512$371,3590.25%
75VERTEX PHARMACEUTICALS INCVRTX795$369,7370.25%
76LOCKHEED MARTIN CORPLMT623$363,9880.25%
77INVESCO EXCH TRADED FD TR IIIVZ7,092$358,6630.24%
78ISHARES TR4642876221,139$357,4220.24%
79PPG INDS INC6935061072,602$344,7340.23%
80SPDR SER TR78464A3594,330$331,6910.23%
81VANGUARD WORLD FD92204A5041,122$316,7470.22%
82QUALCOMM INCQCOM1,862$316,4700.21%
83BOOZ ALLEN HAMILTON HLDG CORBAH1,931$314,2090.21%
84ETFIS SER TR I26923G7727,647$310,4340.21%
85INVESCO EXCHANGE TRADED FD TIVZ4,593$308,9940.21%
86GE AEROSPACE3696043011,515$285,9430.19%
87GE VERNOVA INCGEV1,114$284,0570.19%
88NOVO-NORDISK A SNONOF2,355$280,4150.19%
89ISHARES TR46434V6214,359$272,3480.18%
90ISHARES TR4642888363,671$259,2660.18%
91CME GROUP INCCME1,158$255,5690.17%
92INVESCO EXCHANGE TRADED FD TIVZ4,906$233,9950.16%
93CARLISLE COS INC142339100509$228,8030.16%
94J P MORGAN EXCHANGE TRADED F46641Q6544,466$227,5070.15%
95UNITEDHEALTH GROUP INCUNH384$224,5210.15%
96PPL CORPPPLC6,765$223,7760.15%
97VANGUARD MUN BD FDS9229077463,950$201,9370.14%