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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 (Amended)

Guardian Wealth Advisors, LLC

Quarter ended Q2 2023 · Filed May 18, 2023 · Accession 0001858828-23-000003

Total Value
$127.6M
Positions
69
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (69)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY40,444$16.6M12.97%
2VANGUARD TAX-MANAGED FDS921943858318,533$14.4M11.27%
3ISHARES TR46428765568,242$12.2M9.54%
4ISHARES TR46428740864,382$9.8M7.66%
5ISHARES TR464287309146,493$9.4M7.33%
6ISHARES TR46428750732,204$8.1M6.31%
7INVESCO QQQ TRIVZ19,764$6.3M4.97%
8SPDR SER TR78468R408183,609$4.6M3.57%
9VANGUARD INTL EQUITY INDEX F922042858110,114$4.4M3.49%
10ISHARES U S ETF TR46431W50774,530$3.7M2.90%
11ISHARES TR46428749952,081$3.6M2.85%
12ISHARES TR46428868798,442$3.1M2.41%
13ISHARES TR46434V87849,473$2.5M1.95%
14C H ROBINSON WORLDWIDE INCCHRW18,176$1.8M1.42%
15ABBVIE INCABBV6,956$1.1M0.87%
16VANGUARD INDEX FDS9229086294,443$937,0200.73%
17JOHNSON & JOHNSONJNJ5,975$926,0700.73%
18ISHARES TR46428851311,930$901,3120.71%
19CINCINNATI FINL CORP1720621017,553$846,5000.66%
20GENERAL MLS INC3703341049,894$845,5700.66%
21EXXON MOBIL CORPXOM7,579$831,0660.65%
22J P MORGAN EXCHANGE TRADED F46641Q83716,453$827,9150.65%
23CHEVRON CORP NEWCVX4,974$811,5590.64%
243M COMMM7,657$804,8040.63%
25PEPSICO INCPEP4,398$801,7020.63%
26CLOROX CO DELCLX4,313$682,4360.53%
27S&P GLOBAL INCSPGI1,911$659,0220.52%
28APPLE INCAAPL3,931$648,2280.51%
29TARGET CORPTGT3,878$642,3280.50%
30SYSCO CORPSYY8,276$639,1670.50%
31PRICE T ROWE GROUP INCTROW5,653$638,1880.50%
32ECOLAB INCECL3,756$621,7610.49%
33CARDINAL HEALTH INCCAH8,035$606,6740.48%
34ABBOTT LABSABLZF5,897$597,0840.47%
35CONSOLIDATED EDISON INCED6,105$584,0650.46%
36GRACO INCGGG7,523$549,2290.43%
37PROCTER AND GAMBLE CO7427181093,656$543,6450.43%
38EMERSON ELEC COEMR5,888$513,0720.40%
39VANGUARD SPECIALIZED FUNDS9219088443,195$492,0510.39%
40UNITEDHEALTH GROUP INCUNH1,035$489,2240.38%
41AIR PRODS & CHEMS INCAIIR1,627$467,3130.37%
42HORMEL FOODS CORPHRL11,005$438,8600.34%
43LOWES COS INC5486611072,105$420,9910.33%
44KIMBERLY-CLARK CORPKMB3,096$415,5570.33%
45LEGGETT & PLATT INCLEG12,952$412,9020.32%
46ISHARES TR4642886467,772$392,7840.31%
47MICROSOFT CORPMSFT1,331$383,7340.30%
48AMAZON COM INCAMZN3,492$360,6890.28%
49AUTOMATIC DATA PROCESSING INADP1,527$339,8950.27%
50WALGREENS BOOTS ALLIANCE INC9314271089,566$330,7990.26%
51GENUINE PARTS COGPC1,959$327,8020.26%
52MCDONALDS CORPMCD1,127$315,1230.25%
53STANLEY BLACK & DECKER INCSWK3,879$312,5870.24%
54SCHWAB STRATEGIC TR8085245084,417$299,6740.23%
55ARCHER DANIELS MIDLAND COADM3,625$288,7550.23%
56COCA COLA COKO4,229$262,2990.21%
57V F CORPVFC11,112$254,5780.20%
58MEDTRONIC PLCMDT3,146$253,6510.20%
59VANGUARD INDEX FDS9229087691,234$251,8590.20%
60NUCOR CORPNUE1,587$245,1210.19%
61INTERNATIONAL BUSINESS MACHSINTR1,867$244,7240.19%
62PROSHARES TR74348A4672,669$243,5090.19%
63ISHARES TR4642872262,427$241,8470.19%
64BECTON DICKINSON & COBDX936$231,6950.18%
65VERIZON COMMUNICATIONS INCVZ5,817$226,2370.18%
66BERKSHIRE HATHAWAY INC DELBRK-A674$208,1110.16%
67SCHWAB STRATEGIC TR8085248055,891$204,9910.16%
68EXPEDITORS INTL WASH INC3021301091,841$202,7020.16%
69AMCOR PLCAMCCF11,600$132,0080.10%