13F HOLDINGS REPORT
Guardian Wealth Advisors, LLC
Quarter ended Q1 2025 · Filed May 2, 2025 · Accession 0001858828-25-000002
Total Value
$156.5M
Positions
73
Other Managers
0
Confidential Omitted
No
Holdings (73)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 39,241 | $22.0M | 14.08% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 380,499 | $19.3M | 12.41% |
| 3 | ISHARES TR | 464287655 | 76,679 | $15.3M | 9.81% |
| 4 | ISHARES TR | 464287507 | 222,703 | $13.0M | 8.34% |
| 5 | INVESCO QQQ TR | IVZ | 17,116 | $8.0M | 5.15% |
| 6 | SPDR SER TR | 78464A508 | 150,135 | $7.7M | 4.92% |
| 7 | SPDR SER TR | 78464A409 | 88,473 | $7.1M | 4.56% |
| 8 | ISHARES TR | 464287309 | 66,795 | $6.2M | 3.98% |
| 9 | ISHARES TR | 464287408 | 31,951 | $6.1M | 3.91% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042858 | 128,954 | $5.8M | 3.74% |
| 11 | SPDR SER TR | 78468R408 | 153,823 | $3.9M | 2.48% |
| 12 | ISHARES U S ETF TR | 46431W507 | 61,692 | $3.1M | 2.01% |
| 13 | ISHARES TR | 464287499 | 27,385 | $2.3M | 1.49% |
| 14 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 43,352 | $2.2M | 1.41% |
| 15 | ISHARES TR | 464288687 | 71,389 | $2.2M | 1.41% |
| 16 | ISHARES TR | 46434V878 | 39,372 | $2.0M | 1.28% |
| 17 | C H ROBINSON WORLDWIDE INC | CHRW | 16,696 | $1.7M | 1.10% |
| 18 | ABBVIE INC | ABBV | 6,152 | $1.3M | 0.83% |
| 19 | JOHNSON & JOHNSON | JNJ | 6,130 | $1.0M | 0.65% |
| 20 | CHEVRON CORP NEW | CVX | 5,974 | $999,426 | 0.64% |
| 21 | S&P GLOBAL INC | SPGI | 1,906 | $968,190 | 0.62% |
| 22 | CINCINNATI FINL CORP | 172062101 | 6,382 | $942,729 | 0.60% |
| 23 | CARDINAL HEALTH INC | CAH | 6,743 | $928,953 | 0.60% |
| 24 | EXXON MOBIL CORP | XOM | 7,218 | $858,482 | 0.55% |
| 25 | ABBOTT LABS | ABLZF | 6,431 | $853,106 | 0.55% |
| 26 | ECOLAB INC | ECL | 3,224 | $817,301 | 0.52% |
| 27 | APPLE INC | AAPL | 3,591 | $797,672 | 0.51% |
| 28 | PROCTER AND GAMBLE CO | 742718109 | 4,289 | $730,973 | 0.47% |
| 29 | 3M CO | MMM | 4,720 | $693,231 | 0.44% |
| 30 | LOWES COS INC | 548661107 | 2,918 | $680,595 | 0.44% |
| 31 | PEPSICO INC | PEP | 4,488 | $672,914 | 0.43% |
| 32 | CONSOLIDATED EDISON INC | ED | 5,955 | $658,570 | 0.42% |
| 33 | GRACO INC | GGG | 7,523 | $628,217 | 0.40% |
| 34 | VANGUARD INDEX FDS | 922908629 | 2,282 | $590,175 | 0.38% |
| 35 | ISHARES TR | 464288513 | 7,160 | $564,852 | 0.36% |
| 36 | UNITEDHEALTH GROUP INC | UNH | 1,070 | $560,492 | 0.36% |
| 37 | PRICE T ROWE GROUP INC | TROW | 5,528 | $507,814 | 0.33% |
| 38 | SCHWAB STRATEGIC TR | 808524805 | 25,671 | $507,774 | 0.33% |
| 39 | SYSCO CORP | SYY | 6,699 | $502,705 | 0.32% |
| 40 | AMAZON COM INC | AMZN | 2,615 | $497,530 | 0.32% |
| 41 | EMERSON ELEC CO | EMR | 4,476 | $490,706 | 0.31% |
| 42 | GENERAL MLS INC | 370334104 | 7,676 | $458,975 | 0.29% |
| 43 | MICROSOFT CORP | MSFT | 1,172 | $440,049 | 0.28% |
| 44 | INTERNATIONAL BUSINESS MACHS | INTR | 1,736 | $431,559 | 0.28% |
| 45 | TARGET CORP | TGT | 4,043 | $421,960 | 0.27% |
| 46 | GENUINE PARTS CO | GPC | 3,531 | $420,713 | 0.27% |
| 47 | CLOROX CO DEL | CLX | 2,840 | $418,165 | 0.27% |
| 48 | AIR PRODS & CHEMS INC | AIIR | 1,381 | $407,155 | 0.26% |
| 49 | VANGUARD INDEX FDS | 922908363 | 787 | $404,376 | 0.26% |
| 50 | CINTAS CORP | CTAS | 1,872 | $384,671 | 0.25% |
| 51 | AUTOMATIC DATA PROCESSING IN | ADP | 1,209 | $369,330 | 0.24% |
| 52 | WALMART INC | WMT | 4,031 | $353,925 | 0.23% |
| 53 | MEDTRONIC PLC | MDT | 3,825 | $343,724 | 0.22% |
| 54 | MCDONALDS CORP | MCD | 1,088 | $339,738 | 0.22% |
| 55 | KIMBERLY-CLARK CORP | KMB | 2,368 | $336,805 | 0.22% |
| 56 | ISHARES TR | 464287200 | 593 | $333,036 | 0.21% |
| 57 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 619 | $329,667 | 0.21% |
| 58 | CHUBB LIMITED | CB | 1,029 | $310,849 | 0.20% |
| 59 | SCHWAB STRATEGIC TR | 808524508 | 11,625 | $304,570 | 0.20% |
| 60 | COCA COLA CO | KO | 3,857 | $276,257 | 0.18% |
| 61 | FASTENAL CO | FAST | 3,527 | $273,525 | 0.18% |
| 62 | AFLAC INC | AFL | 2,345 | $260,757 | 0.17% |
| 63 | EXPEDITORS INTL WASH INC | 302130109 | 2,127 | $255,812 | 0.16% |
| 64 | PROSHARES TR | 74348A467 | 2,463 | $251,706 | 0.16% |
| 65 | PENTAIR PLC | PNR | 2,811 | $245,886 | 0.16% |
| 66 | SCHWAB STRATEGIC TR | 808524706 | 8,629 | $237,901 | 0.15% |
| 67 | ISHARES TR | 464288646 | 4,459 | $233,529 | 0.15% |
| 68 | HORMEL FOODS CORP | HRL | 7,492 | $231,812 | 0.15% |
| 69 | COSTCO WHSL CORP NEW | 22160K105 | 243 | $229,825 | 0.15% |
| 70 | SCHWAB STRATEGIC TR | 808524201 | 10,346 | $228,447 | 0.15% |
| 71 | BOSTON SCIENTIFIC CORP | BSX | 2,234 | $225,366 | 0.14% |
| 72 | SHERWIN WILLIAMS CO | SHW | 583 | $203,529 | 0.13% |
| 73 | SPDR SER TR | 78468R853 | 4,922 | $200,621 | 0.13% |