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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 Q2 2024 · Filed August 8, 2024 · Accession 0001858828-24-000004

Total Value
$153.7M
Positions
80
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (80)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY40,627$22.1M14.38%
2VANGUARD TAX-MANAGED FDS921943858341,545$16.9M10.98%
3ISHARES TR46428765573,536$14.9M9.71%
4ISHARES TR464287309134,640$12.5M8.11%
5ISHARES TR46428740860,827$11.1M7.20%
6ISHARES TR464287507186,563$10.9M7.10%
7INVESCO QQQ TRIVZ18,987$9.1M5.92%
8VANGUARD INTL EQUITY INDEX F922042858115,632$5.1M3.29%
9SPDR SER TR78468R408180,715$4.5M2.94%
10ISHARES TR46428749942,917$3.5M2.26%
11ISHARES U S ETF TR46431W50759,448$3.0M1.95%
12ISHARES TR46428868786,225$2.7M1.77%
13ISHARES TR46434V87840,849$2.1M1.34%
14C H ROBINSON WORLDWIDE INCCHRW18,176$1.6M1.04%
15J P MORGAN EXCHANGE TRADED F46641Q83727,968$1.4M0.92%
16SPDR SER TR78464A40914,317$1.1M0.75%
17ABBVIE INCABBV6,647$1.1M0.74%
18SPDR SER TR78464A50823,268$1.1M0.74%
19CHEVRON CORP NEWCVX5,799$907,0910.59%
20CINCINNATI FINL CORP1720621017,537$890,0950.58%
21JOHNSON & JOHNSONJNJ5,925$865,9940.56%
22S&P GLOBAL INCSPGI1,895$845,1030.55%
23VANGUARD INDEX FDS9229086293,467$839,2960.55%
24EXXON MOBIL CORPXOM7,121$819,8160.53%
25ECOLAB INCECL3,273$778,8750.51%
26PEPSICO INCPEP4,557$751,5440.49%
27CARDINAL HEALTH INCCAH7,558$743,1210.48%
28ISHARES TR4642885139,490$732,0590.48%
293M COMMM6,996$714,9510.47%
30APPLE INCAAPL3,366$708,9440.46%
31PRICE T ROWE GROUP INCTROW6,024$694,6620.45%
32AMAZON COM INCAMZN3,515$679,2740.44%
33PROCTER AND GAMBLE CO7427181093,950$651,4610.42%
34TARGET CORPTGT4,297$636,1160.41%
35GENERAL MLS INC37033410410,006$632,9760.41%
36ABBOTT LABSABLZF6,057$629,3790.41%
37LOWES COS INC5486611072,781$613,0330.40%
38GRACO INCGGG7,523$596,3960.39%
39UNITEDHEALTH GROUP INCUNH1,165$593,1960.39%
40VANGUARD SPECIALIZED FUNDS9219088443,201$584,3130.38%
41MICROSOFT CORPMSFT1,287$575,0230.37%
42EMERSON ELEC COEMR5,074$559,0000.36%
43CONSOLIDATED EDISON INCED6,177$552,3430.36%
44SYSCO CORPSYY7,596$542,2940.35%
45CLOROX CO DELCLX3,817$520,9320.34%
46SCHWAB STRATEGIC TR80852480512,341$474,1510.31%
47GENUINE PARTS COGPC3,373$466,5030.30%
48VANGUARD INDEX FDS9229087691,724$461,1870.30%
49PROSHARES TR74348A4674,678$449,7390.29%
50AIR PRODS & CHEMS INCAIIR1,643$424,0480.28%
51INTERNATIONAL BUSINESS MACHSINTR2,278$393,9730.26%
52VANGUARD INDEX FDS922908363764$382,0470.25%
53KIMBERLY-CLARK CORPKMB2,757$381,0050.25%
54ISHARES TR464287200691$378,1810.25%
55SCHWAB STRATEGIC TR8085245084,671$363,5240.24%
56AUTOMATIC DATA PROCESSING INADP1,503$358,7970.23%
57HORMEL FOODS CORPHRL9,848$300,2530.20%
58CINTAS CORPCTAS423$296,0190.19%
59MEDTRONIC PLCMDT3,703$291,4400.19%
60CHUBB LIMITEDCB1,116$284,6980.19%
61STANLEY BLACK & DECKER INCSWK3,553$283,8150.18%
62MCDONALDS CORPMCD1,107$282,0300.18%
63ISHARES TR4642886465,266$269,8270.18%
64BERKSHIRE HATHAWAY INC DELBRK-A629$255,8770.17%
65PENTAIR PLCPNR3,294$252,5130.16%
66WALMART INCWMT3,705$250,8750.16%
67COCA COLA COKO3,938$250,6490.16%
68VERIZON COMMUNICATIONS INCVZ6,047$249,3800.16%
69EXPEDITORS INTL WASH INC3021301091,935$241,4850.16%
70AFLAC INCAFL2,547$227,4320.15%
71SCHWAB STRATEGIC TR8085242013,449$221,6190.14%
72NUCOR CORPNUE1,389$219,6010.14%
73SCHWAB STRATEGIC TR8085247068,101$215,1620.14%
74ISHARES TR4642886791,925$212,7130.14%
75SPDR SER TR78464A8474,100$210,3300.14%
76ARCHER DANIELS MIDLAND COADM3,476$210,1290.14%
77COSTCO WHSL CORP NEW22160K105243$206,5480.13%
78SPDR SER TR78468R8534,922$204,4110.13%
79ALPHABET INCGOOG1,100$201,7620.13%
80AMCOR PLCAMCCF16,839$164,6850.11%