Skip to content
Disclosery

13F-HR/A filed by Guardian Wealth Advisors, LLC

Guardian Wealth Advisors, LLC filed this 13F-HR/A for the quarter ended 2023-12-31, filed 2024-02-13, with 74 holding rows worth $143,418,901.

Accession
0001858828-24-000002
Filer
CIK 1858828
Filed
2024-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2023

A holdings report, amendment of type restatement, 74 entries on the cover page, a total value of $143,418,901 stated on the cover page (in dollars after the unit check, H1), rows summing to $143,418,901 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 filedCUSIPClassAmountValueValue read asType
SPY78462F103SHS41,354$19,655,969dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS340,643$16,316,812dollars as filed
iShares Russell 2000 ETF464287655SHS73,975$14,847,502dollars as filed
iShares S&P 500 Value ETF464287408SHS65,540$11,396,800dollars as filed
iShares S&P 500 Growth ETF464287309SHS147,935$11,109,951dollars as filed
IJH464287507COM36,112$10,008,443dollars as filed
INVESCO QQQ TR46090E103COM19,626$8,037,324dollars as filed
VWO922042858SHS113,517$4,665,549dollars as filed
SPDR SERIES TRUST78468R408ST TERM HIGH ETF179,519$4,513,112dollars as filed
iShares Russell Midcap ETF464287499SHS49,114$3,817,630dollars as filed
ISHARES U S ETF TR46431W507SHOR DURA BD ETF62,434$3,154,166dollars as filed
ISHARES TR464288687COM84,422$2,633,121dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS42,780$2,154,402dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock18,176$1,570,225dollars as filed
AbbVie,Inc.00287Y109COM6,998$1,084,539dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF21,013$1,055,483dollars as filed
Vanguard Mid-Cap ETF922908629SHS4,337$1,008,887dollars as filed
ISHARES TR464288513IBOXX HI YD ETF11,510$890,759dollars as filed
Johnson & Johnson478160104COM5,682$890,625dollars as filed
S&P Global,Inc.78409V104COM1,915$843,449dollars as filed
CARDINAL HEALTH INC14149Y108COM8,271$833,735dollars as filed
CINCINNATI FINL CORP COM172062101Stock7,688$795,373dollars as filed
3M CO COM88579Y101Stock7,220$789,343dollars as filed
Chevron Corporation166764100COM5,208$776,828dollars as filed
Apple Inc037833100COM3,814$734,241dollars as filed
PepsiCo,Inc.713448108COM4,322$734,130dollars as filed
EXXON MOBIL CORP30231G102COM7,229$722,765dollars as filed
ECOLAB INC COM278865100Stock3,559$705,836dollars as filed
Abbott Laboratories002824100COM6,068$667,950dollars as filed
GRACO INC COM384109104Stock7,523$652,665dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock5,956$641,403dollars as filed
UnitedHealth Group Inc91324P102COM1,190$626,274dollars as filed
GENERAL MILLS INC COM370334104Stock9,597$625,126dollars as filed
SYSCOCORP871829107COM8,140$595,242dollars as filed
Lowes Companies,Inc.548661107COM2,606$580,007dollars as filed
CONSOLIDATED EDISON INC209115104COM6,302$573,315dollars as filed
TARGET CORP COM87612E106Stock3,971$565,574dollars as filed
Procter & Gamble Co742718109COM3,842$562,983dollars as filed
CLOROX CO DEL189054109COM3,858$550,052dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS3,227$549,809dollars as filed
Amazon.com, Inc023135106COM3,522$535,133dollars as filed
EMERSON ELEC CO COM291011104Stock5,285$514,379dollars as filed
AIR PRODS & CHEMS INC009158106COM1,631$446,595dollars as filed
PROSHARES TR74348A467S&P 500 DV ARIST4,641$441,842dollars as filed
GENUINE PARTS CO COM372460105Stock3,124$432,742dollars as filed
Microsoft Corp594918104COM1,112$418,177dollars as filed
STANLEY BLACK & DECKER INC COM854502101Stock3,658$358,858dollars as filed
Automatic Data Processing,Inc.053015103COM1,526$355,555dollars as filed
International Business Machines Corporation459200101COM2,163$353,809dollars as filed
HORMEL FOODS CORP COM440452100Stock10,937$351,187dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock2,844$345,606dollars as filed
Schwab US Mid-Cap ETF808524508SHS4,575$344,598dollars as filed
McDonalds Corporation580135101COM1,127$334,315dollars as filed
VTI922908769COM1,384$328,312dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS675$322,584dollars as filed
Medtronic PlcG5960L103COM3,790$312,196dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF5,945$304,847dollars as filed
Vanguard S&P 500 ETF922908363COM653$285,185dollars as filed
NUCOR CORP COM670346105Stock1,547$269,197dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock2,056$261,477dollars as filed
CINTAS CORP COM172908105Stock430$259,442dollars as filed
LEGGETT & PLATT INC524660107COM9,683$253,395dollars as filed
PENTAIR PLC SHSG7S00T104Stock3,438$249,967dollars as filed
Coca-Cola Company191216100COM4,223$248,856dollars as filed
ARCHER DANIELS MIDLAND CO COM039483102Stock3,438$248,287dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL5,151$240,179dollars as filed
Chubb LimitedH1467J104COM1,026$231,786dollars as filed
Berkshire Hathaway Inc084670702COM649$231,472dollars as filed
Verizon Communications Inc92343V104COM5,928$223,490dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF5,956$220,144dollars as filed
AFLAC INC COM001055102Stock2,625$216,595dollars as filed
iShares Short Treasury Bond ETF464288679SHS1,960$215,855dollars as filed
BECTON DICKINSON & CO075887109COM876$213,616dollars as filed
AMCOR PLCG0250X107ORD11,600$111,824dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001858828-24-000001 superseded2024-02-09acceptance time not in the bulk data set
13F-HR/A 0001858828-24-000002this filing2024-02-13acceptance time not in the bulk data set