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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 Q4 2023 · Filed October 30, 2023 · Accession 0001858828-23-000006

Total Value
$130.5M
Positions
72
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (72)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY41,514$17.7M13.60%
2VANGUARD TAX-MANAGED FDS921943858332,995$14.6M11.15%
3ISHARES TR46428765572,023$12.7M9.75%
4ISHARES TR464287309151,151$10.3M7.92%
5ISHARES TR46428740866,637$10.3M7.85%
6ISHARES TR46428750735,251$8.8M6.73%
7INVESCO QQQ TRIVZ19,867$7.1M5.45%
8VANGUARD INTL EQUITY INDEX F922042858114,701$4.5M3.45%
9SPDR SER TR78468R408180,074$4.4M3.37%
10ISHARES TR46428749948,328$3.3M2.56%
11ISHARES U S ETF TR46431W50764,519$3.2M2.47%
12ISHARES TR46428868788,267$2.7M2.04%
13ISHARES TR46434V87846,052$2.3M1.78%
14C H ROBINSON WORLDWIDE INCCHRW18,176$1.6M1.20%
15J P MORGAN EXCHANGE TRADED F46641Q83722,913$1.1M0.88%
16ABBVIE INCABBV6,958$1.0M0.79%
17JOHNSON & JOHNSONJNJ5,715$890,0810.68%
18EXXON MOBIL CORPXOM7,512$883,2890.68%
19VANGUARD INDEX FDS9229086294,185$871,5490.67%
20ISHARES TR46428851311,610$855,8890.66%
21CHEVRON CORP NEWCVX5,013$845,2220.65%
22CINCINNATI FINL CORP1720621017,639$781,4320.60%
23PEPSICO INCPEP4,293$727,3420.56%
24CARDINAL HEALTH INCCAH8,318$722,1760.55%
25S&P GLOBAL INCSPGI1,931$705,7270.54%
263M COMMM7,249$678,6890.52%
27APPLE INCAAPL3,614$618,8120.47%
28PRICE T ROWE GROUP INCTROW5,808$609,0520.47%
29ECOLAB INCECL3,549$601,2700.46%
30GENERAL MLS INC3703341049,162$586,2890.45%
31ABBOTT LABSABLZF5,844$565,9620.43%
32PROCTER AND GAMBLE CO7427181093,808$555,4960.43%
33GRACO INCGGG7,523$548,2510.42%
34CONSOLIDATED EDISON INCED6,289$537,9250.41%
35SYSCO CORPSYY8,075$533,3660.41%
36CLOROX CO DELCLX4,014$526,0220.40%
37EMERSON ELEC COEMR5,424$523,7510.40%
38VANGUARD SPECIALIZED FUNDS9219088443,219$500,1080.38%
39LOWES COS INC5486611072,389$496,5000.38%
40UNITEDHEALTH GROUP INCUNH979$493,8370.38%
41AIR PRODS & CHEMS INCAIIR1,623$459,8690.35%
42TARGET CORPTGT4,110$454,4300.35%
43AMAZON COM INCAMZN3,401$432,3350.33%
44PROSHARES TR74348A4674,556$403,4280.31%
45HORMEL FOODS CORPHRL10,549$401,1670.31%
46GENUINE PARTS COGPC2,598$375,0390.29%
47MICROSOFT CORPMSFT1,180$372,4990.29%
48KIMBERLY-CLARK CORPKMB2,976$359,6130.28%
49AUTOMATIC DATA PROCESSING INADP1,489$358,2190.27%
50ISHARES TR4642886466,386$318,1970.24%
51INTERNATIONAL BUSINESS MACHSINTR2,182$306,1410.23%
52STANLEY BLACK & DECKER INCSWK3,648$304,9070.23%
53LEGGETT & PLATT INCLEG11,623$295,3380.23%
54SCHWAB STRATEGIC TR8085245084,319$292,3020.22%
55MCDONALDS CORPMCD1,089$287,0140.22%
56ARCHER DANIELS MIDLAND COADM3,583$270,2260.21%
57VANGUARD INDEX FDS9229087691,234$262,1140.20%
58VANGUARD INDEX FDS922908363646$253,6430.19%
59NUCOR CORPNUE1,574$246,0480.19%
60EXPEDITORS INTL WASH INC3021301092,019$231,4880.18%
61BERKSHIRE HATHAWAY INC DELBRK-A654$229,0960.18%
62BECTON DICKINSON & COBDX869$224,7280.17%
63MEDTRONIC PLCMDT2,842$222,6760.17%
64PENTAIR PLCPNR3,399$220,1140.17%
65COCA COLA COKO3,807$213,1240.16%
66CINTAS CORPCTAS430$207,0030.16%
67CHUBB LIMITEDCB990$206,1630.16%
68ISHARES TR4642886791,840$203,2650.16%
69SCHWAB STRATEGIC TR8085248055,963$202,5010.16%
70AFLAC INCAFL2,621$201,1390.15%
71WALGREENS BOOTS ALLIANCE INC9314271089,010$200,3880.15%
72AMCOR PLCAMCCF11,600$106,2560.08%