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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 Wealth Advisors, LLC

Quarter ended Q1 2023 · Filed February 3, 2023 · Accession 0001841016-23-000001

Total Value
$112.6M
Positions
64
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (64)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY37,543$14.4M12.75%
2VANGUARD TAX-MANAGED FDS921943858287,972$12.1M10.73%
3ISHARES TR46428765561,219$10.7M9.48%
4ISHARES TR46428740857,461$8.3M7.40%
5ISHARES TR464287309127,982$7.5M6.65%
6ISHARES TR46428750727,789$6.7M5.97%
7INVESCO QQQ TRIVZ17,561$4.7M4.15%
8SPDR SER TR78468R408185,180$4.5M3.99%
9ISHARES U S ETF TR46431W50781,976$4.0M3.59%
10VANGUARD INTL EQUITY INDEX F92204285897,174$3.8M3.36%
11ISHARES TR46428749951,752$3.5M3.10%
12ISHARES TR46434V87861,701$3.1M2.74%
13ISHARES TR464288687100,778$3.1M2.73%
14C H ROBINSON WORLDWIDE INCCHRW18,176$1.7M1.48%
15ABBVIE INCABBV6,609$1.1M0.95%
16JOHNSON & JOHNSONJNJ5,706$1.0M0.89%
17VANGUARD INDEX FDS9229086294,503$917,7160.81%
183M COMMM7,644$916,6390.81%
19ISHARES TR46428851311,930$878,4060.78%
20CHEVRON CORP NEWCVX4,842$869,0260.77%
21EXXON MOBIL CORPXOM7,217$796,0460.71%
22GENERAL MLS INC3703341049,342$783,3460.70%
23CINCINNATI FINL CORP1720621017,282$745,5660.66%
24PEPSICO INCPEP4,063$734,1100.65%
25SYSCO CORPSYY7,887$602,9800.54%
26CLOROX CO DELCLX4,292$602,3100.53%
27S&P GLOBAL INCSPGI1,736$581,5850.52%
28ABBOTT LABSABLZF5,290$580,7990.52%
29PRICE T ROWE GROUP INCTROW5,214$568,6730.50%
30EMERSON ELEC COEMR5,865$563,3840.50%
31CARDINAL HEALTH INCCAH7,222$555,1180.49%
32UNITEDHEALTH GROUP INCUNH1,035$548,7730.49%
33CONSOLIDATED EDISON INCED5,734$546,4670.49%
34TARGET CORPTGT3,638$542,2330.48%
35APPLE INCAAPL3,966$515,2950.46%
36GRACO INCGGG7,523$505,9740.45%
37HORMEL FOODS CORPHRL11,027$502,2890.45%
38ECOLAB INCECL3,432$499,5210.44%
39AIR PRODS & CHEMS INCAIIR1,572$484,6970.43%
40VANGUARD SPECIALIZED FUNDS9219088443,191$484,5840.43%
41PROCTER AND GAMBLE CO7427181093,164$479,5670.43%
42ISHARES TR4642886469,256$461,1500.41%
43J P MORGAN EXCHANGE TRADED F46641Q8377,963$399,1850.35%
44LEGGETT & PLATT INCLEG12,362$398,4420.35%
45KIMBERLY-CLARK CORPKMB2,790$378,7430.34%
46LOWES COS INC5486611071,881$374,8670.33%
47WALGREENS BOOTS ALLIANCE INC9314271089,422$352,0180.31%
48AUTOMATIC DATA PROCESSING INADP1,407$336,0650.30%
49ARCHER DANIELS MIDLAND COADM3,612$335,3440.30%
50MICROSOFT CORPMSFT1,331$319,0950.28%
51AMAZON COM INCAMZN3,492$293,3280.26%
52GENUINE PARTS COGPC1,647$285,7440.25%
53SCHWAB STRATEGIC TR8085245084,295$281,7980.25%
54MCDONALDS CORPMCD1,065$280,6370.25%
55STANLEY BLACK & DECKER INCSWK3,453$259,3790.23%
56COCA COLA COKO3,914$248,9430.22%
57V F CORPVFC8,635$238,4060.21%
58VANGUARD INDEX FDS9229087691,234$235,9280.21%
59PFIZER INCPFE4,576$234,4570.21%
60ISHARES TR4642872262,327$225,7060.20%
61BECTON DICKINSON & COBDX859$218,4880.19%
62VERIZON COMMUNICATIONS INCVZ5,393$212,5020.19%
63BERKSHIRE HATHAWAY INC DELBRK-A674$208,1990.18%
64PROSHARES TR74348A4672,259$203,2610.18%