Guardian Wealth Advisors, LLC
$135Million
Equity Portfolio Value
Last Reported on: 08 Aug, 2023
New Buys
| Ticker | $ Bought |
|---|---|
| VANGUARD INDEX FDS | 260,209 |
| PENTAIR PLC | 220,360 |
| CINTAS CORP | 213,841 |
New stocks bought by Guardian Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| PROSHARES TR | 56.46 |
| GENUINE PARTS CO | 22.87 |
| J P MORGAN EXCHANGE TRADED F | 15.68 |
| LOWES COS INC | 11.02 |
| VANGUARD INDEX FDS | 10.51 |
| INTERNATIONAL BUSINESS MACHS | 9.21 |
| VANGUARD INTL EQUITY INDEX F | 5.06 |
| ISHARES TR | 4.52 |
Additions to existing portfolio by Guardian Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES U S ETF TR | -10.4 |
| ISHARES TR | -10.2 |
| MICROSOFT CORP | -9.62 |
| ISHARES TR | -8.8 |
| APPLE INC | -6.26 |
| MEDTRONIC PLC | -5.59 |
| LEGGETT & PLATT INC | -5.38 |
| COCA COLA CO | -5.01 |
Guardian Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| V F CORP | -254,578 |
| ISHARES TR | -241,847 |
Guardian Wealth Advisors, LLC got rid off the above stocks
Current Stock Holdings of Guardian Wealth Advisors, LLC
Last Reported on: 08 Aug, 2023| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.53 | 3,685 | 714,803 | REDUCED | -6.26 | |
| AAXJ | ISHARES TR | 2.04 | 89,781 | 2,776,930 | REDUCED | -8.8 | |
| AAXJ | ISHARES TR | 0.64 | 11,610 | 871,563 | REDUCED | -2.68 | |
| AAXJ | ISHARES TR | 0.26 | 6,979 | 350,112 | REDUCED | -10.2 | |
| ABBV | ABBVIE INC | 0.69 | 6,954 | 936,956 | REDUCED | -0.03 | |
| ABT | ABBOTT LABS | 0.47 | 5,861 | 638,913 | REDUCED | -0.61 | |
| ACWF | ISHARES TR | 1.79 | 48,499 | 2,439,510 | REDUCED | -1.97 | |
| ADM | ARCHER DANIELS MIDLAND CO | 0.20 | 3,640 | 275,003 | ADDED | 0.41 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 0.25 | 1,522 | 334,607 | REDUCED | -0.33 | |
| AGG | ISHARES TR | 9.82 | 71,274 | 13,347,500 | ADDED | 4.44 | |
| AGG | ISHARES TR | 7.86 | 151,735 | 10,694,300 | ADDED | 3.58 | |
| AGG | ISHARES TR | 7.84 | 66,145 | 10,661,900 | ADDED | 2.74 | |
| AGG | ISHARES TR | 6.47 | 33,661 | 8,801,660 | ADDED | 4.52 | |
| AGG | ISHARES TR | 2.76 | 51,317 | 3,747,680 | REDUCED | -1.47 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMCR | AMCOR PLC | 0.09 | 11,600 | 115,768 | UNCHANGED | 0.00 | |
| AMZN | AMAZON COM INC | 0.34 | 3,492 | 455,217 | UNCHANGED | 0.00 | |
| APD | AIR PRODS & CHEMS INC | 0.36 | 1,630 | 488,330 | ADDED | 0.18 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 0.70 | 19,033 | 954,315 | ADDED | 15.68 | |
| BDX | BECTON DICKINSON & CO | 0.18 | 926 | 244,483 | REDUCED | -1.07 | |
| BIL | SPDR SER TR | 3.31 | 182,106 | 4,498,020 | REDUCED | -0.82 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 0.17 | 674 | 229,834 | UNCHANGED | 0.00 | |
| BZQ | PROSHARES TR | 0.29 | 4,176 | 393,703 | ADDED | 56.46 | |
| CAH | CARDINAL HEALTH INC | 0.57 | 8,178 | 773,411 | ADDED | 1.78 | |
| CCRV | ISHARES U S ETF TR | 2.44 | 66,779 | 3,320,250 | REDUCED | -10.4 | |
| CHRW | C H ROBINSON WORLDWIDE INC | 1.26 | 18,176 | 1,714,910 | UNCHANGED | 0.00 | |
| CINF | CINCINNATI FINL CORP | 0.55 | 7,655 | 745,000 | ADDED | 1.35 | |
| CLX | CLOROX CO DEL | 0.48 | 4,104 | 652,709 | REDUCED | -4.85 | |
| CTAS | CINTAS CORP | 0.16 | 430 | 213,841 | NEW | ||
| CVX | CHEVRON CORP NEW | 0.58 | 5,049 | 794,410 | ADDED | 1.51 | |
| ECL | ECOLAB INC | 0.51 | 3,712 | 692,901 | REDUCED | -1.17 | |
| ED | CONSOLIDATED EDISON INC | 0.41 | 6,154 | 556,284 | ADDED | 0.8 | |
| EMR | EMERSON ELEC CO | 0.38 | 5,680 | 513,391 | REDUCED | -3.53 | |
| EXPD | EXPEDITORS INTL WASH INC | 0.16 | 1,759 | 213,120 | REDUCED | -4.45 | |
| FNDA | SCHWAB STRATEGIC TR | 0.23 | 4,451 | 316,157 | ADDED | 0.77 | |
| FNDA | SCHWAB STRATEGIC TR | 0.16 | 5,953 | 212,222 | ADDED | 1.05 | |
| GGG | GRACO INC | 0.48 | 7,523 | 649,581 | UNCHANGED | 0.00 | |
| GIS | GENERAL MLS INC | 0.56 | 9,938 | 762,279 | ADDED | 0.44 | |
| GPC | GENUINE PARTS CO | 0.30 | 2,407 | 407,381 | ADDED | 22.87 | |
| HRL | HORMEL FOODS CORP | 0.32 | 10,720 | 431,142 | REDUCED | -2.59 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.20 | 2,039 | 272,904 | ADDED | 9.21 | |
| JNJ | JOHNSON & JOHNSON | 0.71 | 5,848 | 967,889 | REDUCED | -2.13 | |
| KMB | KIMBERLY-CLARK CORP | 0.30 | 2,961 | 408,757 | REDUCED | -4.36 | |
| KO | COCA COLA CO | 0.18 | 4,017 | 241,925 | REDUCED | -5.01 | |
| LEG | LEGGETT & PLATT INC | 0.27 | 12,255 | 362,991 | REDUCED | -5.38 | |
| LOW | LOWES COS INC | 0.39 | 2,337 | 527,363 | ADDED | 11.02 | |
| MCD | MCDONALDS CORP | 0.24 | 1,101 | 328,485 | REDUCED | -2.31 | |
| MDT | MEDTRONIC PLC | 0.19 | 2,970 | 261,664 | REDUCED | -5.59 | |
| MMM | 3M CO | 0.56 | 7,629 | 763,576 | REDUCED | -0.37 | |
| MSFT | MICROSOFT CORP | 0.30 | 1,203 | 409,799 | REDUCED | -9.62 | |
| NUE | NUCOR CORP | 0.19 | 1,591 | 260,828 | ADDED | 0.25 | |
| PEP | PEPSICO INC | 0.59 | 4,299 | 796,199 | REDUCED | -2.25 | |
| PG | PROCTER AND GAMBLE CO | 0.43 | 3,814 | 578,661 | ADDED | 4.32 | |
| PNR | PENTAIR PLC | 0.16 | 3,411 | 220,360 | NEW | ||
| QQQ | INVESCO QQQ TR | 5.45 | 20,073 | 7,415,230 | ADDED | 1.56 | |
| SPGI | S&P GLOBAL INC | 0.58 | 1,954 | 783,318 | ADDED | 2.25 | |
| SPY | SPDR S&P 500 ETF TR | 13.57 | 41,623 | 18,450,700 | ADDED | 2.92 | |
| SWK | STANLEY BLACK & DECKER INC | 0.26 | 3,811 | 357,111 | REDUCED | -1.75 | |
| SYY | SYSCO CORP | 0.45 | 8,236 | 611,077 | REDUCED | -0.48 | |
| TGT | TARGET CORP | 0.39 | 3,988 | 526,034 | ADDED | 2.84 | |
| TROW | PRICE T ROWE GROUP INC | 0.48 | 5,792 | 648,798 | ADDED | 2.46 | |
| UNH | UNITEDHEALTH GROUP INC | 0.37 | 1,037 | 498,591 | ADDED | 0.19 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.19 | 329,414 | 15,212,300 | ADDED | 3.42 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.46 | 115,689 | 4,706,240 | ADDED | 5.06 | |
| VFC | V F CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 0.38 | 3,215 | 522,201 | ADDED | 0.63 | |
| VOO | VANGUARD INDEX FDS | 0.80 | 4,910 | 1,080,880 | ADDED | 10.51 | |
| VOO | VANGUARD INDEX FDS | 0.20 | 1,234 | 271,826 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.19 | 639 | 260,209 | NEW | ||
| VZ | VERIZON COMMUNICATIONS INC | 0.16 | 5,906 | 219,656 | ADDED | 1.53 | |
| WBA | WALGREENS BOOTS ALLIANCE INC | 0.19 | 9,255 | 263,662 | REDUCED | -3.25 | |
| XOM | EXXON MOBIL CORP | 0.59 | 7,478 | 802,049 | REDUCED | -1.33 |