13F-HR/A filed by Guardian Wealth Advisors, LLC
Guardian Wealth Advisors, LLC filed this 13F-HR/A for the quarter ended 2023-03-31, filed 2023-05-18, with 69 holding rows worth $127,621,026.
- Accession
- 0001858828-23-000003
- Filer
- CIK 1858828
- Filed
- 2023-05-18
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2023
A holdings report, amendment of type restatement, 69 entries on the cover page, a total value of $127,621,026 stated on the cover page (in dollars after the unit check, H1), rows summing to $127,621,026 with VALUE read as dollars as filed, 13F file number 028-21178. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 40,444 | $16,557,327 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 318,533 | $14,388,143 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 68,242 | $12,174,349 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 64,382 | $9,770,651 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 146,493 | $9,359,416 | dollars as filed | |
| IJH | 464287507 | COM | 32,204 | $8,056,218 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 19,764 | $6,342,709 | dollars as filed | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 183,609 | $4,560,852 | dollars as filed | |
| VWO | 922042858 | SHS | 110,114 | $4,448,617 | dollars as filed | |
| ISHARES U S ETF TR | 46431W507 | SHOR DURA BD ETF | 74,530 | $3,696,688 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 52,081 | $3,641,507 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 98,442 | $3,073,362 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 49,473 | $2,486,030 | dollars as filed | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 18,176 | $1,806,149 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 6,956 | $1,108,519 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 4,443 | $937,020 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 5,975 | $926,070 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 11,930 | $901,312 | dollars as filed | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 7,553 | $846,500 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 9,894 | $845,570 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 7,579 | $831,066 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 16,453 | $827,915 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 4,974 | $811,559 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 7,657 | $804,804 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 4,398 | $801,702 | dollars as filed | |
| CLOROX CO DEL | 189054109 | COM | 4,313 | $682,436 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 1,911 | $659,022 | dollars as filed | |
| Apple Inc | 037833100 | COM | 3,931 | $648,228 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 3,878 | $642,328 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 8,276 | $639,167 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 5,653 | $638,188 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 3,756 | $621,761 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 8,035 | $606,674 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 5,897 | $597,084 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 6,105 | $584,065 | dollars as filed | |
| GRACO INC COM | 384109104 | Stock | 7,523 | $549,229 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,656 | $543,645 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 5,888 | $513,072 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 3,195 | $492,051 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,035 | $489,224 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 1,627 | $467,313 | dollars as filed | |
| HORMEL FOODS CORP COM | 440452100 | Stock | 11,005 | $438,860 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 2,105 | $420,991 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 3,096 | $415,557 | dollars as filed | |
| LEGGETT & PLATT INC | 524660107 | COM | 12,952 | $412,902 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 7,772 | $392,784 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,331 | $383,734 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,492 | $360,689 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,527 | $339,895 | dollars as filed | |
| WALGREENS BOOTS ALLIANCE INC | 931427108 | COM | 9,566 | $330,799 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 1,959 | $327,802 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,127 | $315,123 | dollars as filed | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 3,879 | $312,587 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 4,417 | $299,674 | dollars as filed | |
| ARCHER DANIELS MIDLAND CO COM | 039483102 | Stock | 3,625 | $288,755 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 4,229 | $262,299 | dollars as filed | |
| V F CORP COM | 918204108 | Stock | 11,112 | $254,578 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 3,146 | $253,651 | dollars as filed | |
| VTI | 922908769 | COM | 1,234 | $251,859 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 1,587 | $245,121 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,867 | $244,724 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 2,669 | $243,509 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 2,427 | $241,847 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 936 | $231,695 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 5,817 | $226,237 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 674 | $208,111 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 5,891 | $204,991 | dollars as filed | |
| EXPEDITORS INTL WASH INC COM | 302130109 | Stock | 1,841 | $202,702 | dollars as filed | |
| AMCOR PLC | G0250X107 | ORD | 11,600 | $132,008 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001858828-23-000002 | superseded | 2023-05-03 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001858828-23-000003 | this filing | 2023-05-18 | acceptance time not in the bulk data set |