Guardian Wealth Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 29, 2024), Guardian Wealth Advisors, LLC reported 80 stock positions worth $153.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 13.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 11.2%) and iShares Russell 2000 ETF (IWM, 10.0%). Compared with Q4 2023, it opened 7 new positions, sold out of 1, added to 36 and reduced 33. The biggest buy was a new position in SS SPDR P S&P 500 Growth ETF (SPYG) and the biggest sale iShares S&P 500 Value ETF (IVE, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS PARK, MN
- CIK
- 0001858828
- Portfolio Value
- $153.9M (Q1 2024)
- SEC Filing
- 0001858828-24-000003 ↗ filed Apr 29, 2024
Holdings Value
Holdings 80 stocks · $153.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 13.84% | 40,720 | $21.3M | Reduce -1.5% |
| VEA Vanguard Ftse Developed ETF | 11.17% | 342,580 | $17.2M | Add +0.6% |
| IWM iShares Russell 2000 ETF | 10.01% | 73,290 | $15.4M | Reduce -0.9% |
| IVW iShares S&P 500 Growth ETF | 7.63% | 139,063 | $11.7M | Reduce -6.0% |
| IVE iShares S&P 500 Value ETF | 7.55% | 62,162 | $11.6M | Reduce -5.2% |
| IJH iShares Core S&P Midcap ETF | 7.22% | 182,930 | $11.1M | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 5.50% | 19,075 | $8.5M | Reduce -2.8% |
| VWO Vanguard Ftse Emerging Marke | 3.16% | 116,416 | $4.9M | Add +2.5% |
| SJNK SS SPDR BB St Hi Yield ETF | 2.98% | 181,558 | $4.6M | Add +1.1% |
| IWR iShares Russell Mid-Cap ETF | 2.59% | 47,460 | $4.0M | Reduce -3.4% |
| NEAR iShares SH Dba ETF Usd Inc. | 1.92% | 58,544 | $3.0M | Reduce -6.2% |
| PFF iShares Preferred & Income S | 1.79% | 85,716 | $2.8M | Add +1.5% |
| ICSH iShares Ultra Short Duration | 1.35% | 40,994 | $2.1M | Reduce -4.2% |
| CHRW C.H. Robinson Worldwide Inc. | 0.90% | 18,176 | $1.4M | No change |
| ABBV Abbvie Inc. | 0.81% | 6,804 | $1.2M | Reduce -2.8% |
| JPST JPMorgan Ultra-Short Income | 0.72% | 21,858 | $1.1M | Add +4.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.64% | 19,804 | $992K | Add +284.5% |
| CINF Cincinnati Financial Corp. | 0.62% | 7,630 | $947K | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.62% | 5,986 | $947K | Add +5.3% |
| CVX Chevron Corp. | 0.60% | 5,809 | $916K | Add +11.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.57% | 11,932 | $873K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.56% | 3,467 | $866K | Reduce -20.1% |
| CAH Cardinal Health Inc. | 0.56% | 7,709 | $863K | Reduce -6.8% |
| XOM Exxon Mobil Corp. | 0.54% | 7,159 | $832K | Reduce -1.0% |
| SPGI S&P Global Inc. | 0.53% | 1,934 | $823K | Add +1.0% |
| PEP Pepsico Inc. | 0.52% | 4,606 | $806K | Add +6.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.52% | 10,240 | $796K | Reduce -11.0% |
| TGT Target Corp. | 0.51% | 4,463 | $791K | Add +12.4% |
| ECL Ecolab Inc. | 0.51% | 3,369 | $778K | Reduce -5.3% |
| MMM 3M Co. | 0.50% | 7,286 | $773K | Add +0.9% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.48% | 6,100 | $744K | Add +2.4% |
| GIS General Mills Inc. | 0.46% | 10,084 | $706K | Add +5.1% |
| GGG Graco Inc. | 0.46% | 7,523 | $703K | No change |
| ABT Abbott Laboratories | 0.45% | 6,142 | $698K | Add +1.2% |
| LOW Lowe's Cos Inc. | 0.45% | 2,712 | $691K | Add +4.1% |
| PG The Procter & Gamble Co. | 0.42% | 3,995 | $648K | Add +4.0% |
| SYY Sysco Corp. | 0.41% | 7,810 | $634K | Reduce -4.0% |
| AMZN Amazon.com Inc. | 0.41% | 3,477 | $627K | Reduce -1.3% |
| EMR Emerson Electric Co. | 0.39% | 5,242 | $595K | Reduce -0.8% |
| VIG Vanguard Dividend Apprec ETF | 0.39% | 3,251 | $594K | Add +0.7% |
| UNH Unitedhealth Group Inc. | 0.38% | 1,190 | $589K | No change |
| CLX Clorox Company | 0.38% | 3,839 | $588K | Reduce -0.5% |
| AAPL Apple Inc. | 0.38% | 3,407 | $584K | Reduce -10.7% |
| ED Consolidated Edison Inc. | 0.37% | 6,342 | $576K | Add +0.6% |
| MSFT Microsoft Corp. | 0.35% | 1,271 | $535K | Add +14.3% |
| GPC Genuine Parts Co. | 0.32% | 3,172 | $491K | Add +1.5% |
| NOBL Proshares S&P 500 Dividend A | 0.31% | 4,713 | $478K | Add +1.6% |
| SCHF Schwab Intl Equity ETF | 0.31% | 12,239 | $478K | Add +105.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 1,724 | $448K | Add +24.6% |
| APD Air Products & Chemicals Inc. | 0.26% | 1,664 | $403K | Add +2.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 2,087 | $399K | Reduce -3.5% |
| SCHM Schwab US Mid Cap ETF | 0.25% | 4,632 | $377K | Add +1.3% |
| ADP Automatic Data Processing | 0.24% | 1,493 | $373K | Reduce -2.2% |
| KMB Kimberly-Clark Corp. | 0.24% | 2,860 | $370K | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 0.24% | 691 | $363K | Add +2.4% |
| HRL Hormel Foods Corp. | 0.23% | 10,142 | $354K | Reduce -7.3% |
| SWK Stanley Black & Decker Inc. | 0.23% | 3,579 | $351K | Reduce -2.2% |
| MDT Medtronic PLC | 0.21% | 3,700 | $322K | Reduce -2.4% |
| MCD McDonald's Corp. | 0.21% | 1,125 | $317K | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 0.20% | 653 | $314K | No change |
| CTAS Cintas Corp. | 0.19% | 431 | $296K | Add +0.2% |
| PNR Pentair PLC | 0.19% | 3,411 | $291K | Reduce -0.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.19% | 5,664 | $290K | Reduce -4.7% |
| CB Chubb Ltd. | 0.19% | 1,106 | $287K | Add +7.8% |
| NUE Nucor Corp. | 0.18% | 1,396 | $276K | Reduce -9.8% |
| VZ Verizon Communications Inc. | 0.18% | 6,454 | $271K | Add +8.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 629 | $265K | Reduce -3.1% |
| KO The Coca-Cola Co. | 0.17% | 4,254 | $260K | Add +0.7% |
| EXPD Expeditors Intl Wash Inc. | 0.16% | 1,974 | $240K | Reduce -4.0% |
| AFL Aflac Inc. | 0.15% | 2,631 | $226K | Add +0.2% |
| WMT Walmart Inc. | 0.14% | 3,644 | $219K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.14% | 4,100 | $219K | New |
| ADM Archer-Daniels-Midland Co. | 0.14% | 3,458 | $217K | Add +0.6% |
| BDX Becton Dickinson and Co. | 0.14% | 867 | $214K | Reduce -1.0% |
| SCHX Schwab US Large-Cap ETF | 0.14% | 3,449 | $214K | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.14% | 4,922 | $212K | New |
| SHW The Sherwin-Williams Co. | 0.13% | 598 | $208K | New |
| SHV iShares 0-1 Year Treasury Bo | 0.13% | 1,875 | $207K | Reduce -4.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.13% | 7,958 | $201K | New |
| AMCR Amcor PLC | 0.10% | 16,839 | $160K | Add +45.2% |
Portfolio Sells Q4 2023 → Q1 2024
| IVE iShares S&P 500 Value ETF | Reduce -5.2% | 7.55% | −0.40 |
| IWM iShares Russell 2000 ETF | Reduce -0.9% | 10.01% | −0.34 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -6.2% | 1.92% | −0.28 |
| LEG Leggett & Platt Inc. | Sold out | 0.00% | −0.18 |
| ICSH iShares Ultra Short Duration | Reduce -4.2% | 1.35% | −0.16 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -20.1% | 0.56% | −0.14 |
| AAPL Apple Inc. | Reduce -10.7% | 0.38% | −0.13 |
| IVW iShares S&P 500 Growth ETF | Reduce -6.0% | 7.63% | −0.12 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -11.0% | 0.52% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.8% | 5.50% | −0.10 |
| IWR iShares Russell Mid-Cap ETF | Reduce -3.4% | 2.59% | −0.07 |
| MCD McDonald's Corp. | Reduce -0.2% | 0.21% | −0.03 |
| EXPD Expeditors Intl Wash Inc. | Reduce -4.0% | 0.16% | −0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -4.7% | 0.19% | −0.02 |
| SWK Stanley Black & Decker Inc. | Reduce -2.2% | 0.23% | −0.02 |
| CAH Cardinal Health Inc. | Reduce -6.8% | 0.56% | −0.02 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -4.3% | 0.13% | −0.02 |
| HRL Hormel Foods Corp. | Reduce -7.3% | 0.23% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -1.0% | 0.14% | −0.01 |
| MDT Medtronic PLC | Reduce -2.4% | 0.21% | −0.01 |
| NUE Nucor Corp. | Reduce -9.8% | 0.18% | −0.01 |
| ADP Automatic Data Processing | Reduce -2.2% | 0.24% | −0.01 |
| SYY Sysco Corp. | Reduce -4.0% | 0.41% | −0.00 |
| CLX Clorox Company | Reduce -0.5% | 0.38% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.1% | 0.17% | +0.01 |
| IBM Intl Business Machines Corp. | Reduce -3.5% | 0.26% | +0.01 |
| ECL Ecolab Inc. | Reduce -5.3% | 0.51% | +0.01 |
| PNR Pentair PLC | Reduce -0.8% | 0.19% | +0.01 |
| EMR Emerson Electric Co. | Reduce -0.8% | 0.39% | +0.03 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 0.41% | +0.03 |
| XOM Exxon Mobil Corp. | Reduce -1.0% | 0.54% | +0.04 |
| ABBV Abbvie Inc. | Reduce -2.8% | 0.81% | +0.05 |
| CINF Cincinnati Financial Corp. | Reduce -0.8% | 0.62% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 13.84% | +0.13 |
Portfolio Buys Q4 2023 → Q1 2024
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.57% | +0.57 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +284.5% | 0.64% | +0.48 |
| IJH iShares Core S&P Midcap ETF | Add +1.3% | 7.22% | +0.24 |
| SCHF Schwab Intl Equity ETF | Add +105.5% | 0.31% | +0.16 |
| WMT Walmart Inc. | New | 0.14% | +0.14 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.14% | +0.14 |
| SCHX Schwab US Large-Cap ETF | New | 0.14% | +0.14 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.14% | +0.14 |
| SHW The Sherwin-Williams Co. | New | 0.13% | +0.13 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.13% | +0.13 |
| TGT Target Corp. | Add +12.4% | 0.51% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +24.6% | 0.29% | +0.06 |
| MSFT Microsoft Corp. | Add +14.3% | 0.35% | +0.06 |
| CVX Chevron Corp. | Add +11.5% | 0.60% | +0.05 |
| LOW Lowe's Cos Inc. | Add +4.1% | 0.45% | +0.04 |
| TROW T Rowe Price Group Inc. | Add +2.4% | 0.48% | +0.04 |
| PG The Procter & Gamble Co. | Add +4.0% | 0.42% | +0.03 |
| AMCR Amcor PLC | Add +45.2% | 0.10% | +0.03 |
| CB Chubb Ltd. | Add +7.8% | 0.19% | +0.02 |
| GIS General Mills Inc. | Add +5.1% | 0.46% | +0.02 |
| VZ Verizon Communications Inc. | Add +8.9% | 0.18% | +0.02 |
| GPC Genuine Parts Co. | Add +1.5% | 0.32% | +0.02 |
| PEP Pepsico Inc. | Add +6.6% | 0.52% | +0.01 |
| CTAS Cintas Corp. | Add +0.2% | 0.19% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +2.4% | 0.24% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Add +1.3% | 0.25% | +0.00 |
| NOBL Proshares S&P 500 Dividend A | Add +1.6% | 0.31% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.7% | 0.39% | +0.00 |
| KMB Kimberly-Clark Corp. | Add +0.6% | 0.24% | −0.00 |
| AFL Aflac Inc. | Add +0.2% | 0.15% | −0.00 |
| KO The Coca-Cola Co. | Add +0.7% | 0.17% | −0.00 |
| JNJ Johnson & Johnson | Add +5.3% | 0.62% | −0.01 |
| ABT Abbott Laboratories | Add +1.2% | 0.45% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Add +4.0% | 0.72% | −0.02 |
| ED Consolidated Edison Inc. | Add +0.6% | 0.37% | −0.03 |
| ADM Archer-Daniels-Midland Co. | Add +0.6% | 0.14% | −0.03 |
| PFF iShares Preferred & Income S | Add +1.5% | 1.79% | −0.04 |
| MMM 3M Co. | Add +0.9% | 0.50% | −0.05 |
| APD Air Products & Chemicals Inc. | Add +2.0% | 0.26% | −0.05 |
| SPGI S&P Global Inc. | Add +1.0% | 0.53% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +2.5% | 3.16% | −0.09 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +1.1% | 2.98% | −0.17 |
| VEA Vanguard Ftse Developed ETF | Add +0.6% | 11.17% | −0.21 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 66 | $199.8M | SPY, VEA, IWM, IJH, SPYV |
| Q1 2026 | 64 | $173.9M | SPY, VEA, IWM, IJH, SPYV |
| Q4 2025 | 70 | $177.3M | SPY, VEA, IWM, IJH, SPYV |
| Q3 2025 | 74 | $176.4M | SPY, VEA, IWM, IJH, SPYG |
| Q2 2025 | 74 | $168.9M | SPY, VEA, IWM, IJH, SPYG |
| Q1 2025 | 73 | $155.9M | SPY, VEA, IWM, IJH, QQQ |
| Q4 2024 | 74 | $156.0M | SPY, VEA, IWM, IJH, IVW |
| Q3 2024 | 82 | $162.0M | SPY, VEA, IWM, IJH, IVW |
| Q2 2024 | 80 | $153.7M | SPY, VEA, IWM, IVW, IVE |
| Q1 2024 | 80 | $153.9M | SPY, VEA, IWM, IVW, IVE |