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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 2025 · Filed July 31, 2025 · Accession 0001858828-25-000006

Total Value
$168.9M
Positions
74
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (74)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY39,989$24.7M14.63%
2VANGUARD TAX-MANAGED FDS921943858386,914$22.1M13.06%
3ISHARES TR46428765579,873$17.2M10.20%
4ISHARES TR464287507241,078$15.0M8.85%
5SPDR SERIES TRUST78464A409104,714$10.0M5.91%
6SPDR SERIES TRUST78464A508182,945$9.6M5.67%
7INVESCO QQQ TRIVZ16,884$9.3M5.51%
8VANGUARD INTL EQUITY INDEX F922042858135,099$6.7M3.96%
9ISHARES TR46428730956,222$6.2M3.66%
10ISHARES TR46428740827,565$5.4M3.19%
11SPDR SERIES TRUST78468R408137,555$3.5M2.07%
12ISHARES U S ETF TR46431W50752,312$2.7M1.58%
13J P MORGAN EXCHANGE TRADED F46641Q83746,807$2.4M1.40%
14ISHARES TR46428749922,601$2.1M1.23%
15ISHARES TR46434V87837,521$1.9M1.13%
16ISHARES TR46428868757,063$1.8M1.04%
17C H ROBINSON WORLDWIDE INCCHRW16,696$1.6M0.95%
18CARDINAL HEALTH INCCAH6,664$1.1M0.66%
19ABBVIE INCABBV5,971$1.1M0.66%
20S&P GLOBAL INCSPGI1,821$960,1870.57%
21JOHNSON & JOHNSONJNJ6,179$943,7930.56%
22CINCINNATI FINL CORP1720621016,259$932,1570.55%
23CHEVRON CORP NEWCVX6,129$877,6800.52%
24ABBOTT LABSABLZF6,410$871,7730.52%
25ECOLAB INCECL3,198$861,7690.51%
26EXXON MOBIL CORPXOM7,270$783,7320.46%
27PROCTER AND GAMBLE CO7427181094,530$721,6520.43%
28GRACO INCGGG7,571$650,8490.39%
29LOWES COS INC5486611072,884$639,9210.38%
30VANGUARD INDEX FDS9229086292,194$614,0160.36%
31PEPSICO INCPEP4,562$602,3800.36%
32EMERSON ELEC COEMR4,507$600,8820.36%
33MICROSOFT CORPMSFT1,147$570,7540.34%
34CONSOLIDATED EDISON INCED5,667$568,6380.34%
35SCHWAB STRATEGIC TR80852480525,717$568,3510.34%
36APPLE INCAAPL2,751$564,4260.33%
37ISHARES TR4642885136,885$555,2750.33%
38INTERNATIONAL BUSINESS MACHSINTR1,869$550,8250.33%
393M COMMM3,563$542,4870.32%
40SYSCO CORPSYY6,650$503,6420.30%
41FASTENAL COFAST11,922$500,7280.30%
42PRICE T ROWE GROUP INCTROW4,619$445,7470.26%
43VANGUARD INDEX FDS922908363775$440,1450.26%
44GENUINE PARTS COGPC3,580$434,2520.26%
45GENERAL MLS INC3703341047,885$408,5420.24%
46TARGET CORPTGT4,112$405,6660.24%
47WALMART INCWMT3,898$381,1060.23%
48AIR PRODS & CHEMS INCAIIR1,299$366,3410.22%
49AUTOMATIC DATA PROCESSING INADP1,149$354,2120.21%
50SCHWAB STRATEGIC TR80852450811,943$334,9960.20%
51ISHARES TR464287200535$332,1060.20%
52MEDTRONIC PLCMDT3,688$321,5050.19%
53CHUBB LIMITEDCB1,050$304,1310.18%
54BERKSHIRE HATHAWAY INC DELBRK-A613$297,7770.18%
55CLOROX CO DELCLX2,467$296,2100.18%
56CINTAS CORPCTAS1,329$296,1550.18%
57MCDONALDS CORPMCD1,008$294,4350.17%
58PENTAIR PLCPNR2,797$287,1850.17%
59KIMBERLY-CLARK CORPKMB2,171$279,8210.17%
60PROSHARES TR74348A4672,686$270,5280.16%
61UNITEDHEALTH GROUP INCUNH860$268,3420.16%
62SCHWAB STRATEGIC TR8085247068,634$260,2390.15%
63SCHWAB STRATEGIC TR80852420110,346$252,8640.15%
64EXPEDITORS INTL WASH INC3021301092,105$240,5300.14%
65BOSTON SCIENTIFIC CORPBSX2,234$239,9540.14%
66COCA COLA COKO3,285$232,3790.14%
67FACTSET RESH SYS INC303075105499$223,1930.13%
68ISHARES TR4642886464,139$218,3730.13%
69COSTCO WHSL CORP NEW22160K105220$217,7870.13%
70AMAZON COM INCAMZN965$211,7110.13%
71SPDR SERIES TRUST78468R8534,922$209,6770.12%
72SPDR SERIES TRUST78464A8473,850$209,3630.12%
73HORMEL FOODS CORPHRL6,793$205,4780.12%
74SHERWIN WILLIAMS COSHW598$205,3350.12%