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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 2025-03-31, filed 2025-05-02, with 73 holding rows worth $156,492,347.

Accession
0001858828-25-000002
Filer
CIK 1858828
Filed
2025-05-02
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 73 entries on the cover page, a total value of $156,492,347 stated on the cover page (in dollars after the unit check, H1), rows summing to $155,868,476 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
SPY78462F103SHS39,241$21,951,083dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS380,499$19,340,763dollars as filed
iShares Russell 2000 ETF464287655SHS76,679$15,296,636dollars as filed
IJH464287507COM222,703$12,994,739dollars as filed
INVESCO QQQ TR46090E103COM17,116$8,026,052dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL150,135$7,667,400dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS88,473$7,110,585dollars as filed
iShares S&P 500 Growth ETF464287309SHS66,795$6,200,617dollars as filed
iShares S&P 500 Value ETF464287408SHS31,951$6,089,265dollars as filed
VWO922042858SHS128,954$5,836,445dollars as filed
SPDR SERIES TRUST78468R408ST TERM HIGH ETF153,823$3,870,187dollars as filed
ISHARES U S ETF TR46431W507SHOR DURA BD ETF61,692$3,138,272dollars as filed
iShares Russell Midcap ETF464287499SHS27,385$2,329,650dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF43,352$2,194,912dollars as filed
ISHARES TR464288687COM71,389$2,193,778dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS39,372$1,996,141dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock16,696$1,709,670dollars as filed
AbbVie,Inc.00287Y109COM6,152$1,289,043dollars as filed
Johnson & Johnson478160104COM6,130$1,016,591dollars as filed
Chevron Corporation166764100COM5,974$999,426dollars as filed
S&P Global,Inc.78409V104COM1,906$968,190dollars as filed
CINCINNATI FINL CORP COM172062101Stock6,382$942,729dollars as filed
CARDINAL HEALTH INC14149Y108COM6,743$928,953dollars as filed
EXXON MOBIL CORP30231G102COM7,218$858,482dollars as filed
Abbott Laboratories002824100COM6,431$853,106dollars as filed
ECOLAB INC COM278865100Stock3,224$817,301dollars as filed
Apple Inc037833100COM3,591$797,672dollars as filed
Procter & Gamble Co742718109COM4,289$730,973dollars as filed
3M CO COM88579Y101Stock4,720$693,231dollars as filed
Lowes Companies,Inc.548661107COM2,918$680,595dollars as filed
PepsiCo,Inc.713448108COM4,488$672,914dollars as filed
CONSOLIDATED EDISON INC209115104COM5,955$658,570dollars as filed
GRACO INC COM384109104Stock7,523$628,217dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,282$590,175dollars as filed
ISHARES TR464288513IBOXX HI YD ETF7,160$564,852dollars as filed
UnitedHealth Group Inc91324P102COM1,070$560,492dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock5,528$507,814dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF25,671$507,774dollars as filed
SYSCOCORP871829107COM6,699$502,705dollars as filed
Amazon.com, Inc023135106COM2,615$497,530dollars as filed
EMERSON ELEC CO COM291011104Stock4,476$490,706dollars as filed
GENERAL MILLS INC COM370334104Stock7,676$458,975dollars as filed
Microsoft Corp594918104COM1,172$440,049dollars as filed
International Business Machines Corporation459200101COM1,736$431,559dollars as filed
TARGET CORP COM87612E106Stock4,043$421,960dollars as filed
GENUINE PARTS CO COM372460105Stock3,531$420,713dollars as filed
CLOROX CO DEL189054109COM2,840$418,165dollars as filed
AIR PRODS & CHEMS INC009158106COM1,381$407,155dollars as filed
Vanguard S&P 500 ETF922908363COM787$404,376dollars as filed
CINTAS CORP COM172908105Stock1,872$384,671dollars as filed
Automatic Data Processing,Inc.053015103COM1,209$369,330dollars as filed
Walmart Inc.931142103COM4,031$353,925dollars as filed
Medtronic PlcG5960L103COM3,825$343,724dollars as filed
McDonalds Corporation580135101COM1,088$339,738dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock2,368$336,805dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS593$333,036dollars as filed
Berkshire Hathaway Inc084670702COM619$329,667dollars as filed
Chubb LimitedH1467J104COM1,029$310,849dollars as filed
Schwab US Mid-Cap ETF808524508SHS11,625$304,570dollars as filed
Coca-Cola Company191216100COM3,857$276,257dollars as filed
FASTENAL CO COM311900104Stock3,527$273,525dollars as filed
AFLAC INC COM001055102Stock2,345$260,757dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock2,127$255,812dollars as filed
PROSHARES TR74348A467S&P 500 DV ARIST2,463$251,706dollars as filed
PENTAIR PLC SHSG7S00T104Stock2,811$245,886dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF8,629$237,901dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF4,459$233,529dollars as filed
HORMEL FOODS CORP COM440452100Stock7,492$231,812dollars as filed
Costco Wholesale Corporation22160K105COM243$229,825dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS10,346$228,447dollars as filed
Boston Scientific Corporation101137107COM2,234$225,366dollars as filed
SHERWIN WILLIAMS CO824348106COM583$203,529dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS4,922$200,621dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001858828-25-000002this filing2025-05-02acceptance time not in the bulk data set