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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 Q4 2024 · Filed January 30, 2025 · Accession 0001085146-25-000628

Total Value
$155.9M
Positions
98
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (98)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL90,771$22.7M14.58%
2AMAZON COM INCAMZN44,871$9.8M6.31%
3SPDR SER TR78464A854112,567$7.8M4.98%
4INVESCO EXCH TRADED FD TR IIIVZ35,591$7.5M4.80%
5NVIDIA CORPORATIONNVDA53,890$7.2M4.64%
6SPDR SER TR78464A375209,146$6.9M4.39%
7SPDR DOW JONES INDL AVERAGE78467X10913,463$5.7M3.68%
8MICROSOFT CORPMSFT13,338$5.6M3.61%
9ISHARES TR46428750790,015$5.6M3.60%
10INVESCO EXCH TRADED FD TR IIIVZ163,779$3.5M2.21%
11VANGUARD SCOTTSDALE FDS92206C40940,722$3.2M2.04%
12WALMART INCWMT31,906$2.9M1.85%
13ELI LILLY & COLLY3,398$2.6M1.68%
14ALPHABET INCGOOG13,516$2.6M1.65%
15ISHARES TR46434V40756,125$2.4M1.53%
16BERKSHIRE HATHAWAY INC DELBRK-A5,260$2.4M1.53%
17TESLA INCTSLA5,612$2.3M1.45%
18ISHARES TR46428780418,805$2.2M1.39%
19SELECT SECTOR SPDR TR81369Y60542,924$2.1M1.33%
20ISHARES TR46428751519,557$2.0M1.26%
21SELECT SECTOR SPDR TR81369Y85219,116$1.8M1.19%
22SCHWAB STRATEGIC TR80852479766,228$1.8M1.16%
23SPDR S&P 500 ETF TRSPY2,799$1.6M1.05%
24VANGUARD BD INDEX FDS92193783522,218$1.6M1.02%
25ISHARES TR4642872002,602$1.5M0.98%
26MCDONALDS CORPMCD5,150$1.5M0.96%
27SCHWAB STRATEGIC TR80852430049,688$1.4M0.89%
28HOME DEPOT INCHD3,478$1.4M0.87%
29SCHWAB CHARLES CORPSCHW-PJ17,545$1.3M0.83%
30VERTIV HOLDINGS COVRT10,783$1.2M0.79%
31INVESCO EXCHANGE TRADED FD TIVZ10,566$1.2M0.78%
32IRON MTN INC DEL46284V10111,441$1.2M0.77%
33JPMORGAN CHASE & CO.VYLD4,828$1.2M0.74%
34SELECT SECTOR SPDR TR81369Y4074,899$1.1M0.70%
35INVESCO QQQ TRIVZ2,125$1.1M0.70%
36PALANTIR TECHNOLOGIES INCPLTR12,543$948,6410.61%
37JOHNSON & JOHNSONJNJ5,961$861,9770.55%
38NETFLIX INCNFLX876$780,7960.50%
39META PLATFORMS INCMETA1,320$774,0950.50%
40ABBVIE INCABBV4,334$770,5510.49%
41HERSHEY COHSY4,526$766,3100.49%
42PACER FDS TR69374H88113,459$760,6130.49%
43VANGUARD INDEX FDS9229087444,394$743,7040.48%
44CATERPILLAR INCCAT1,909$692,4790.44%
45VANGUARD WORLD FD92204A2072,862$604,9210.39%
46SHOPIFY INCSHOP5,622$597,8020.38%
47ISHARES TR4642874082,866$547,0610.35%
48CHENIERE ENERGY INCLNG2,544$546,4730.35%
49ISHARES TR4642874996,124$541,2070.35%
50UBER TECHNOLOGIES INCUBER8,935$538,9590.35%
51SALESFORCE INCCRM1,604$536,5540.34%
52PNC FINL SVCS GROUP INC6934751052,775$535,0790.34%
53ISHARES TR4642887603,617$525,7720.34%
54ENBRIDGE INCENNPF12,138$515,3020.33%
55ISHARES TR4642874733,925$507,5880.33%
56ISHARES TR4642887524,892$507,1510.33%
57GE VERNOVA INCGEV1,519$499,6430.32%
58VANGUARD TAX-MANAGED FDS92194385810,121$484,2330.31%
59ISHARES TR46435G5246,917$470,0210.30%
60GLOBAL X FDS37954Y38414,564$467,3420.30%
61SELECT SECTOR SPDR TR81369Y5065,408$464,3880.30%
62VANECK ETF TRUST92189F6761,874$454,3360.29%
63SELECT SECTOR SPDR TR81369Y7043,393$446,7290.29%
64AT&T INCT-PC19,403$441,8010.28%
65CHURCH & DWIGHT CO INCCHD4,218$441,6480.28%
66SPDR GOLD TRGLD1,761$426,3950.27%
67ADOBE INCADBE955$424,6650.27%
68INVESCO EXCHANGE TRADED FD TIVZ6,052$405,6900.26%
69MERIT MED SYS INC5898891044,114$397,9070.26%
70SCHWAB STRATEGIC TR80852440915,180$394,8580.25%
71ISHARES TR4642884143,699$394,1660.25%
72ISHARES TR4642881583,670$387,1430.25%
73FIRST TR EXCHANGE-TRADED FD33733E80715,674$386,0720.25%
74ISHARES TR4642876221,142$367,9010.24%
75ISHARES INC46428634315,918$363,4780.23%
76LOWES COS INC5486611071,453$358,4650.23%
77INVESCO EXCH TRADED FD TR IIIVZ7,377$356,3390.23%
78PFIZER INCPFE12,746$338,1370.22%
79SPDR SER TR78464A3594,335$337,6710.22%
80COCA COLA COKO5,152$320,6530.21%
81VERTEX PHARMACEUTICALS INCVRTX795$320,1590.21%
82ETFIS SER TR I26923G7727,314$312,9720.20%
83GE AEROSPACE3696043011,857$309,7120.20%
84PPG INDS INC6935061072,505$299,1440.19%
85QUALCOMM INCQCOM1,862$286,1450.18%
86VANGUARD WORLD FD92204A5041,122$284,8270.18%
87DIMENSIONAL ETF TRUST25434V7087,879$276,9270.18%
88CME GROUP INCCME1,159$269,2850.17%
89INNOVATIVE INDL PPTYS INCINHD3,842$255,9670.16%
90VISTRA CORPVST1,845$254,3780.16%
91BOOZ ALLEN HAMILTON HLDG CORBAH1,931$248,5630.16%
92LOCKHEED MARTIN CORPLMT501$243,3210.16%
93INVESCO EXCHANGE TRADED FD TIVZ4,614$240,9010.15%
94ISHARES TR46434V6213,908$239,3130.15%
95ISHARES TR4642888363,514$230,8460.15%
96J P MORGAN EXCHANGE TRADED F46641Q6544,480$227,1700.15%
97PPL CORPPPLC6,773$219,8420.14%
98VANGUARD BD INDEX FDS9219378272,720$210,8410.14%