13F-HR filed by Guardian Wealth Advisors, LLC
Guardian Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-29, with 80 holding rows worth $153,906,814.
- Accession
- 0001858828-24-000003
- Filer
- CIK 1858828
- Filed
- 2024-04-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2024
A holdings report, 80 entries on the cover page, a total value of $153,906,814 stated on the cover page (in dollars after the unit check, H1), rows summing to $153,906,814 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 | 40,720 | $21,299,470 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 342,580 | $17,187,240 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 73,290 | $15,412,808 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 139,063 | $11,742,481 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 62,162 | $11,612,430 | dollars as filed | |
| IJH | 464287507 | COM | 182,930 | $11,111,151 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 19,075 | $8,469,578 | dollars as filed | |
| VWO | 922042858 | SHS | 116,416 | $4,862,698 | dollars as filed | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 181,558 | $4,578,889 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 47,460 | $3,990,876 | dollars as filed | |
| ISHARES U S ETF TR | 46431W507 | SHOR DURA BD ETF | 58,544 | $2,954,130 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 85,716 | $2,762,636 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 40,994 | $2,072,674 | dollars as filed | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 18,176 | $1,383,921 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 6,804 | $1,238,966 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 21,858 | $1,102,736 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 19,804 | $992,178 | dollars as filed | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 7,630 | $947,362 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 5,986 | $946,951 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 5,809 | $916,289 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 11,932 | $872,829 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 3,467 | $866,198 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 7,709 | $862,692 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 7,159 | $832,182 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 1,934 | $822,678 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 4,606 | $806,023 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 10,240 | $795,955 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 4,463 | $790,923 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 3,369 | $777,913 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 7,286 | $772,846 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 6,100 | $743,669 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 10,084 | $705,559 | dollars as filed | |
| GRACO INC COM | 384109104 | Stock | 7,523 | $703,067 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 6,142 | $698,123 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 2,712 | $690,740 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,995 | $648,128 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 7,810 | $634,047 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,477 | $627,181 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 5,242 | $594,519 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 3,251 | $593,635 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,190 | $588,539 | dollars as filed | |
| CLOROX CO DEL | 189054109 | COM | 3,839 | $587,774 | dollars as filed | |
| Apple Inc | 037833100 | COM | 3,407 | $584,223 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 6,342 | $575,946 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,271 | $534,879 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 3,172 | $491,461 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 4,713 | $477,991 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 12,239 | $477,576 | dollars as filed | |
| VTI | 922908769 | COM | 1,724 | $448,068 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 1,664 | $403,049 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 2,087 | $398,557 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 4,632 | $377,163 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,493 | $372,882 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 2,860 | $369,889 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 691 | $363,145 | dollars as filed | |
| HORMEL FOODS CORP COM | 440452100 | Stock | 10,142 | $353,855 | dollars as filed | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 3,579 | $350,501 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 3,700 | $322,430 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,125 | $317,074 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 653 | $313,847 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 431 | $295,852 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 3,411 | $291,405 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 5,664 | $290,467 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 1,106 | $286,564 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 1,396 | $276,366 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 6,454 | $270,804 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 629 | $264,507 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 4,254 | $260,254 | dollars as filed | |
| EXPEDITORS INTL WASH INC COM | 302130109 | Stock | 1,974 | $239,925 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 2,631 | $225,923 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 3,644 | $219,232 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 4,100 | $218,694 | dollars as filed | |
| ARCHER DANIELS MIDLAND CO COM | 039483102 | Stock | 3,458 | $217,203 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 867 | $214,467 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 3,449 | $214,065 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 4,922 | $211,843 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 598 | $207,681 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 1,875 | $207,263 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 7,958 | $200,940 | dollars as filed | |
| AMCOR PLC | G0250X107 | ORD | 16,839 | $160,139 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001858828-24-000003 | this filing | 2024-04-29 | acceptance time not in the bulk data set |