13F HOLDINGS REPORT
Guardian Wealth Advisors, LLC
Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0001858828-25-000001
Total Value
$156.0M
Positions
74
Other Managers
0
Confidential Omitted
No
Holdings (74)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 38,314 | $22.5M | 14.39% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 359,416 | $17.2M | 11.01% |
| 3 | ISHARES TR | 464287655 | 72,140 | $15.9M | 10.22% |
| 4 | ISHARES TR | 464287507 | 202,827 | $12.6M | 8.10% |
| 5 | ISHARES TR | 464287309 | 90,057 | $9.1M | 5.86% |
| 6 | INVESCO QQQ TR | IVZ | 16,937 | $8.7M | 5.55% |
| 7 | ISHARES TR | 464287408 | 42,513 | $8.1M | 5.20% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 121,185 | $5.3M | 3.42% |
| 9 | SPDR SER TR | 78464A409 | 56,804 | $5.0M | 3.20% |
| 10 | SPDR SER TR | 78464A508 | 97,229 | $5.0M | 3.19% |
| 11 | SPDR SER TR | 78468R408 | 163,511 | $4.1M | 2.65% |
| 12 | ISHARES U S ETF TR | 46431W507 | 61,642 | $3.1M | 1.99% |
| 13 | ISHARES TR | 464287499 | 31,680 | $2.8M | 1.79% |
| 14 | ISHARES TR | 464288687 | 79,062 | $2.5M | 1.59% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 41,232 | $2.1M | 1.33% |
| 16 | ISHARES TR | 46434V878 | 39,903 | $2.0M | 1.29% |
| 17 | C H ROBINSON WORLDWIDE INC | CHRW | 16,696 | $1.7M | 1.11% |
| 18 | ABBVIE INC | ABBV | 6,518 | $1.2M | 0.74% |
| 19 | CINCINNATI FINL CORP | 172062101 | 6,783 | $974,785 | 0.62% |
| 20 | S&P GLOBAL INC | SPGI | 1,829 | $911,079 | 0.58% |
| 21 | APPLE INC | AAPL | 3,601 | $901,766 | 0.58% |
| 22 | CHEVRON CORP NEW | CVX | 6,007 | $870,072 | 0.56% |
| 23 | CARDINAL HEALTH INC | CAH | 7,269 | $859,727 | 0.55% |
| 24 | JOHNSON & JOHNSON | JNJ | 5,899 | $853,174 | 0.55% |
| 25 | 3M CO | MMM | 6,019 | $776,952 | 0.50% |
| 26 | ECOLAB INC | ECL | 3,225 | $755,698 | 0.48% |
| 27 | EXXON MOBIL CORP | XOM | 6,908 | $743,047 | 0.48% |
| 28 | VANGUARD INDEX FDS | 922908629 | 2,758 | $728,426 | 0.47% |
| 29 | PEPSICO INC | PEP | 4,776 | $726,303 | 0.47% |
| 30 | PRICE T ROWE GROUP INC | TROW | 6,369 | $720,302 | 0.46% |
| 31 | ABBOTT LABS | ABLZF | 6,175 | $698,448 | 0.45% |
| 32 | LOWES COS INC | 548661107 | 2,721 | $671,628 | 0.43% |
| 33 | PROCTER AND GAMBLE CO | 742718109 | 3,994 | $669,641 | 0.43% |
| 34 | GENERAL MLS INC | 370334104 | 10,332 | $658,853 | 0.42% |
| 35 | GRACO INC | GGG | 7,523 | $634,085 | 0.41% |
| 36 | ISHARES TR | 464288513 | 7,310 | $574,932 | 0.37% |
| 37 | AMAZON COM INC | AMZN | 2,615 | $573,705 | 0.37% |
| 38 | UNITEDHEALTH GROUP INC | UNH | 1,130 | $571,655 | 0.37% |
| 39 | CONSOLIDATED EDISON INC | ED | 6,335 | $565,305 | 0.36% |
| 40 | TARGET CORP | TGT | 3,939 | $532,460 | 0.34% |
| 41 | EMERSON ELEC CO | EMR | 4,289 | $531,555 | 0.34% |
| 42 | CLOROX CO DEL | CLX | 3,233 | $525,146 | 0.34% |
| 43 | SYSCO CORP | SYY | 6,726 | $514,307 | 0.33% |
| 44 | MICROSOFT CORP | MSFT | 1,195 | $503,688 | 0.32% |
| 45 | VANGUARD INDEX FDS | 922908363 | 915 | $492,937 | 0.32% |
| 46 | INTERNATIONAL BUSINESS MACHS | INTR | 2,198 | $483,145 | 0.31% |
| 47 | SCHWAB STRATEGIC TR | 808524805 | 25,533 | $472,365 | 0.30% |
| 48 | GENUINE PARTS CO | GPC | 3,626 | $423,327 | 0.27% |
| 49 | AUTOMATIC DATA PROCESSING IN | ADP | 1,433 | $419,363 | 0.27% |
| 50 | AIR PRODS & CHEMS INC | AIIR | 1,337 | $387,760 | 0.25% |
| 51 | KIMBERLY-CLARK CORP | KMB | 2,723 | $356,801 | 0.23% |
| 52 | WALMART INC | WMT | 3,865 | $349,188 | 0.22% |
| 53 | MEDTRONIC PLC | MDT | 4,220 | $337,102 | 0.22% |
| 54 | MCDONALDS CORP | MCD | 1,101 | $319,072 | 0.20% |
| 55 | CINTAS CORP | CTAS | 1,741 | $318,120 | 0.20% |
| 56 | SCHWAB STRATEGIC TR | 808524508 | 11,436 | $316,901 | 0.20% |
| 57 | ISHARES TR | 464287200 | 535 | $314,660 | 0.20% |
| 58 | PENTAIR PLC | PNR | 2,859 | $287,711 | 0.18% |
| 59 | CHUBB LIMITED | CB | 1,032 | $285,121 | 0.18% |
| 60 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 619 | $280,580 | 0.18% |
| 61 | STANLEY BLACK & DECKER INC | SWK | 3,280 | $263,316 | 0.17% |
| 62 | ISHARES TR | 464288646 | 4,838 | $250,124 | 0.16% |
| 63 | PROSHARES TR | 74348A467 | 2,463 | $245,227 | 0.16% |
| 64 | HORMEL FOODS CORP | HRL | 7,780 | $244,052 | 0.16% |
| 65 | COCA COLA CO | KO | 3,897 | $242,644 | 0.16% |
| 66 | AFLAC INC | AFL | 2,341 | $242,196 | 0.16% |
| 67 | SCHWAB STRATEGIC TR | 808524201 | 10,346 | $239,828 | 0.15% |
| 68 | EXPEDITORS INTL WASH INC | 302130109 | 2,103 | $233,002 | 0.15% |
| 69 | SCHWAB STRATEGIC TR | 808524706 | 8,534 | $227,260 | 0.15% |
| 70 | SPDR SER TR | 78464A847 | 4,100 | $224,229 | 0.14% |
| 71 | COSTCO WHSL CORP NEW | 22160K105 | 243 | $222,654 | 0.14% |
| 72 | SPDR SER TR | 78468R853 | 4,922 | $221,096 | 0.14% |
| 73 | BOSTON SCIENTIFIC CORP | BSX | 2,434 | $217,405 | 0.14% |
| 74 | AMCOR PLC | AMCCF | 14,179 | $133,424 | 0.09% |