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Disclosery

13F-HR filed by Guardian Wealth Advisors, LLC

Guardian Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-28, with 74 holding rows worth $156,037,943.

Accession
0001858828-25-000001
Filer
CIK 1858828
Filed
2025-01-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 74 entries on the cover page, a total value of $156,037,943 stated on the cover page (in dollars after the unit check, H1), rows summing to $156,037,943 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
SPY78462F103SHS38,314$22,455,210dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS359,416$17,187,285dollars as filed
iShares Russell 2000 ETF464287655SHS72,140$15,940,127dollars as filed
IJH464287507COM202,827$12,638,145dollars as filed
iShares S&P 500 Growth ETF464287309SHS90,057$9,143,457dollars as filed
INVESCO QQQ TR46090E103COM16,937$8,658,896dollars as filed
iShares S&P 500 Value ETF464287408SHS42,513$8,114,888dollars as filed
VWO922042858SHS121,185$5,336,999dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS56,804$4,993,068dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL97,229$4,972,313dollars as filed
SPDR SERIES TRUST78468R408ST TERM HIGH ETF163,511$4,128,654dollars as filed
ISHARES U S ETF TR46431W507SHOR DURA BD ETF61,642$3,112,921dollars as filed
iShares Russell Midcap ETF464287499SHS31,680$2,800,478dollars as filed
ISHARES TR464288687COM79,062$2,485,722dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF41,232$2,076,856dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS39,903$2,012,325dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock16,696$1,725,031dollars as filed
AbbVie,Inc.00287Y109COM6,518$1,158,219dollars as filed
CINCINNATI FINL CORP COM172062101Stock6,783$974,785dollars as filed
S&P Global,Inc.78409V104COM1,829$911,079dollars as filed
Apple Inc037833100COM3,601$901,766dollars as filed
Chevron Corporation166764100COM6,007$870,072dollars as filed
CARDINAL HEALTH INC14149Y108COM7,269$859,727dollars as filed
Johnson & Johnson478160104COM5,899$853,174dollars as filed
3M CO COM88579Y101Stock6,019$776,952dollars as filed
ECOLAB INC COM278865100Stock3,225$755,698dollars as filed
EXXON MOBIL CORP30231G102COM6,908$743,047dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,758$728,426dollars as filed
PepsiCo,Inc.713448108COM4,776$726,303dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock6,369$720,302dollars as filed
Abbott Laboratories002824100COM6,175$698,448dollars as filed
Lowes Companies,Inc.548661107COM2,721$671,628dollars as filed
Procter & Gamble Co742718109COM3,994$669,641dollars as filed
GENERAL MILLS INC COM370334104Stock10,332$658,853dollars as filed
GRACO INC COM384109104Stock7,523$634,085dollars as filed
ISHARES TR464288513IBOXX HI YD ETF7,310$574,932dollars as filed
Amazon.com, Inc023135106COM2,615$573,705dollars as filed
UnitedHealth Group Inc91324P102COM1,130$571,655dollars as filed
CONSOLIDATED EDISON INC209115104COM6,335$565,305dollars as filed
TARGET CORP COM87612E106Stock3,939$532,460dollars as filed
EMERSON ELEC CO COM291011104Stock4,289$531,555dollars as filed
CLOROX CO DEL189054109COM3,233$525,146dollars as filed
SYSCOCORP871829107COM6,726$514,307dollars as filed
Microsoft Corp594918104COM1,195$503,688dollars as filed
Vanguard S&P 500 ETF922908363COM915$492,937dollars as filed
International Business Machines Corporation459200101COM2,198$483,145dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF25,533$472,365dollars as filed
GENUINE PARTS CO COM372460105Stock3,626$423,327dollars as filed
Automatic Data Processing,Inc.053015103COM1,433$419,363dollars as filed
AIR PRODS & CHEMS INC009158106COM1,337$387,760dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock2,723$356,801dollars as filed
Walmart Inc.931142103COM3,865$349,188dollars as filed
Medtronic PlcG5960L103COM4,220$337,102dollars as filed
McDonalds Corporation580135101COM1,101$319,072dollars as filed
CINTAS CORP COM172908105Stock1,741$318,120dollars as filed
Schwab US Mid-Cap ETF808524508SHS11,436$316,901dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS535$314,660dollars as filed
PENTAIR PLC SHSG7S00T104Stock2,859$287,711dollars as filed
Chubb LimitedH1467J104COM1,032$285,121dollars as filed
Berkshire Hathaway Inc084670702COM619$280,580dollars as filed
STANLEY BLACK & DECKER INC COM854502101Stock3,280$263,316dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF4,838$250,124dollars as filed
PROSHARES TR74348A467S&P 500 DV ARIST2,463$245,227dollars as filed
HORMEL FOODS CORP COM440452100Stock7,780$244,052dollars as filed
Coca-Cola Company191216100COM3,897$242,644dollars as filed
AFLAC INC COM001055102Stock2,341$242,196dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS10,346$239,828dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock2,103$233,002dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF8,534$227,260dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS4,100$224,229dollars as filed
Costco Wholesale Corporation22160K105COM243$222,654dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS4,922$221,096dollars as filed
Boston Scientific Corporation101137107COM2,434$217,405dollars as filed
AMCOR PLCG0250X107ORD14,179$133,424dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001858828-25-000001this filing2025-01-28acceptance time not in the bulk data set