Guardian Wealth Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Guardian Wealth Advisors, LLC reported 80 stock positions worth $153.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 14.4% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 11.0%) and iShares Russell 2000 ETF (IWM, 9.7%). Compared with Q1 2024, it opened 2 new positions, sold out of 2, added to 22 and reduced 46. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +28%) and the biggest sale iShares S&P 500 Value ETF (IVE, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS PARK, MN
- CIK
- 0001858828
- Portfolio Value
- $153.7M (Q2 2024)
- SEC Filing
- 0001858828-24-000004 ↗ filed Aug 8, 2024
Holdings Value
Holdings 80 stocks · $153.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 14.38% | 40,627 | $22.1M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 10.98% | 341,545 | $16.9M | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 9.71% | 73,536 | $14.9M | Add +0.3% |
| IVW iShares S&P 500 Growth ETF | 8.11% | 134,640 | $12.5M | Reduce -3.2% |
| IVE iShares S&P 500 Value ETF | 7.20% | 60,827 | $11.1M | Reduce -2.1% |
| IJH iShares Core S&P Midcap ETF | 7.10% | 186,563 | $10.9M | Add +2.0% |
| QQQ Invesco QQQ Trust Series 1 | 5.92% | 18,987 | $9.1M | Reduce -0.5% |
| VWO Vanguard Ftse Emerging Marke | 3.29% | 115,632 | $5.1M | Reduce -0.7% |
| SJNK SS SPDR BB St Hi Yield ETF | 2.94% | 180,715 | $4.5M | Reduce -0.5% |
| IWR iShares Russell Mid-Cap ETF | 2.26% | 42,917 | $3.5M | Reduce -9.6% |
| NEAR iShares SH Dba ETF Usd Inc. | 1.95% | 59,448 | $3.0M | Add +1.5% |
| PFF iShares Preferred & Income S | 1.77% | 86,225 | $2.7M | Add +0.6% |
| ICSH iShares Ultra Short Duration | 1.34% | 40,849 | $2.1M | Reduce -0.3% |
| CHRW C.H. Robinson Worldwide Inc. | 1.04% | 18,176 | $1.6M | No change |
| JPST JPMorgan Ultra-Short Income | 0.92% | 27,968 | $1.4M | Add +27.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.75% | 14,317 | $1.1M | Add +20.0% |
| ABBV Abbvie Inc. | 0.74% | 6,647 | $1.1M | Reduce -2.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.74% | 23,268 | $1.1M | Add +17.5% |
| CVX Chevron Corp. | 0.59% | 5,799 | $907K | Reduce -0.2% |
| CINF Cincinnati Financial Corp. | 0.58% | 7,537 | $890K | Reduce -1.2% |
| JNJ Johnson & Johnson | 0.56% | 5,925 | $866K | Reduce -1.0% |
| SPGI S&P Global Inc. | 0.55% | 1,895 | $845K | Reduce -2.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.55% | 3,467 | $839K | No change |
| XOM Exxon Mobil Corp. | 0.53% | 7,121 | $820K | Reduce -0.5% |
| ECL Ecolab Inc. | 0.51% | 3,273 | $779K | Reduce -2.9% |
| PEP Pepsico Inc. | 0.49% | 4,557 | $752K | Reduce -1.1% |
| CAH Cardinal Health Inc. | 0.48% | 7,558 | $743K | Reduce -2.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.48% | 9,490 | $732K | Reduce -7.3% |
| MMM 3M Co. | 0.47% | 6,996 | $715K | Reduce -4.0% |
| AAPL Apple Inc. | 0.46% | 3,366 | $709K | Reduce -1.2% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.45% | 6,024 | $695K | Reduce -1.3% |
| AMZN Amazon.com Inc. | 0.44% | 3,515 | $679K | Add +1.1% |
| PG The Procter & Gamble Co. | 0.42% | 3,950 | $651K | Reduce -1.1% |
| TGT Target Corp. | 0.41% | 4,297 | $636K | Reduce -3.7% |
| GIS General Mills Inc. | 0.41% | 10,006 | $633K | Reduce -0.8% |
| ABT Abbott Laboratories | 0.41% | 6,057 | $629K | Reduce -1.4% |
| LOW Lowe's Cos Inc. | 0.40% | 2,781 | $613K | Add +2.5% |
| GGG Graco Inc. | 0.39% | 7,523 | $596K | No change |
| UNH Unitedhealth Group Inc. | 0.39% | 1,165 | $593K | Reduce -2.1% |
| VIG Vanguard Dividend Apprec ETF | 0.38% | 3,201 | $584K | Reduce -1.5% |
| MSFT Microsoft Corp. | 0.37% | 1,287 | $575K | Add +1.3% |
| EMR Emerson Electric Co. | 0.36% | 5,074 | $559K | Reduce -3.2% |
| ED Consolidated Edison Inc. | 0.36% | 6,177 | $552K | Reduce -2.6% |
| SYY Sysco Corp. | 0.35% | 7,596 | $542K | Reduce -2.7% |
| CLX Clorox Company | 0.34% | 3,817 | $521K | Reduce -0.6% |
| SCHF Schwab Intl Equity ETF | 0.31% | 12,341 | $474K | Add +0.8% |
| GPC Genuine Parts Co. | 0.30% | 3,373 | $467K | Add +6.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 1,724 | $461K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.29% | 4,678 | $450K | Reduce -0.7% |
| APD Air Products & Chemicals Inc. | 0.28% | 1,643 | $424K | Reduce -1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 2,278 | $394K | Add +9.2% |
| VOO Vanguard S&P 500 ETF | 0.25% | 764 | $382K | Add +17.0% |
| KMB Kimberly-Clark Corp. | 0.25% | 2,757 | $381K | Reduce -3.6% |
| IVV iShares Core S&P 500 ETF | 0.25% | 691 | $378K | No change |
| SCHM Schwab US Mid Cap ETF | 0.24% | 4,671 | $364K | Add +0.8% |
| ADP Automatic Data Processing | 0.23% | 1,503 | $359K | Add +0.7% |
| HRL Hormel Foods Corp. | 0.20% | 9,848 | $300K | Reduce -2.9% |
| CTAS Cintas Corp. | 0.19% | 423 | $296K | Reduce -1.9% |
| MDT Medtronic PLC | 0.19% | 3,703 | $291K | Add +0.1% |
| CB Chubb Ltd. | 0.19% | 1,116 | $285K | Add +0.9% |
| SWK Stanley Black & Decker Inc. | 0.18% | 3,553 | $284K | Reduce -0.7% |
| MCD McDonald's Corp. | 0.18% | 1,107 | $282K | Reduce -1.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.18% | 5,266 | $270K | Reduce -7.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 629 | $256K | No change |
| PNR Pentair PLC | 0.16% | 3,294 | $253K | Reduce -3.4% |
| WMT Walmart Inc. | 0.16% | 3,705 | $251K | Add +1.7% |
| KO The Coca-Cola Co. | 0.16% | 3,938 | $251K | Reduce -7.4% |
| VZ Verizon Communications Inc. | 0.16% | 6,047 | $249K | Reduce -6.3% |
| EXPD Expeditors Intl Wash Inc. | 0.16% | 1,935 | $241K | Reduce -2.0% |
| AFL Aflac Inc. | 0.15% | 2,547 | $227K | Reduce -3.2% |
| SCHX Schwab US Large-Cap ETF | 0.14% | 3,449 | $222K | No change |
| NUE Nucor Corp. | 0.14% | 1,389 | $220K | Reduce -0.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.14% | 8,101 | $215K | Add +1.8% |
| SHV iShares 0-1 Year Treasury Bo | 0.14% | 1,925 | $213K | Add +2.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.14% | 4,100 | $210K | No change |
| ADM Archer-Daniels-Midland Co. | 0.14% | 3,476 | $210K | Add +0.5% |
| COST Costco Wholesale Corp. | 0.13% | 243 | $207K | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.13% | 4,922 | $204K | No change |
| GOOG Alphabet Inc. Class C | 0.13% | 1,100 | $202K | New |
| AMCR Amcor PLC | 0.11% | 16,839 | $165K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| IVE iShares S&P 500 Value ETF | Reduce -2.1% | 7.20% | −0.34 |
| IWR iShares Russell Mid-Cap ETF | Reduce -9.6% | 2.26% | −0.33 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.3% | 10.98% | −0.19 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.14 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.13 |
| TGT Target Corp. | Reduce -3.7% | 0.41% | −0.10 |
| CAH Cardinal Health Inc. | Reduce -2.0% | 0.48% | −0.08 |
| ABBV Abbvie Inc. | Reduce -2.3% | 0.74% | −0.06 |
| SYY Sysco Corp. | Reduce -2.7% | 0.35% | −0.06 |
| JNJ Johnson & Johnson | Reduce -1.0% | 0.56% | −0.05 |
| GIS General Mills Inc. | Reduce -0.8% | 0.41% | −0.05 |
| ABT Abbott Laboratories | Reduce -1.4% | 0.41% | −0.04 |
| SWK Stanley Black & Decker Inc. | Reduce -0.7% | 0.18% | −0.04 |
| CLX Clorox Company | Reduce -0.6% | 0.34% | −0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -7.3% | 0.48% | −0.04 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -0.5% | 2.94% | −0.04 |
| MMM 3M Co. | Reduce -4.0% | 0.47% | −0.04 |
| NUE Nucor Corp. | Reduce -0.5% | 0.14% | −0.04 |
| CINF Cincinnati Financial Corp. | Reduce -1.2% | 0.58% | −0.04 |
| PEP Pepsico Inc. | Reduce -1.1% | 0.49% | −0.03 |
| HRL Hormel Foods Corp. | Reduce -2.9% | 0.20% | −0.03 |
| TROW T Rowe Price Group Inc. | Reduce -1.3% | 0.45% | −0.03 |
| PNR Pentair PLC | Reduce -3.4% | 0.16% | −0.03 |
| EMR Emerson Electric Co. | Reduce -3.2% | 0.36% | −0.02 |
| MCD McDonald's Corp. | Reduce -1.6% | 0.18% | −0.02 |
| NOBL Proshares S&P 500 Dividend A | Reduce -0.7% | 0.29% | −0.02 |
| ED Consolidated Edison Inc. | Reduce -2.6% | 0.36% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -6.3% | 0.16% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -7.0% | 0.18% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 0.53% | −0.01 |
| KO The Coca-Cola Co. | Reduce -7.4% | 0.16% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.5% | 0.38% | −0.01 |
| CVX Chevron Corp. | Reduce -0.2% | 0.59% | −0.01 |
| ICSH iShares Ultra Short Duration | Reduce -0.3% | 1.34% | −0.00 |
| CTAS Cintas Corp. | Reduce -1.9% | 0.19% | +0.00 |
| AFL Aflac Inc. | Reduce -3.2% | 0.15% | +0.00 |
| EXPD Expeditors Intl Wash Inc. | Reduce -2.0% | 0.16% | +0.00 |
| ECL Ecolab Inc. | Reduce -2.9% | 0.51% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -1.1% | 0.42% | +0.00 |
| UNH Unitedhealth Group Inc. | Reduce -2.1% | 0.39% | +0.00 |
| KMB Kimberly-Clark Corp. | Reduce -3.6% | 0.25% | +0.01 |
| APD Air Products & Chemicals Inc. | Reduce -1.3% | 0.28% | +0.01 |
| SPGI S&P Global Inc. | Reduce -2.0% | 0.55% | +0.02 |
| AAPL Apple Inc. | Reduce -1.2% | 0.46% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.7% | 3.29% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.5% | 5.92% | +0.42 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.2% | 8.11% | +0.48 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 14.38% | +0.55 |
Portfolio Buys Q1 2024 → Q2 2024
| JPST JPMorgan Ultra-Short Income | Add +27.9% | 0.92% | +0.20 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +20.0% | 0.75% | +0.18 |
| COST Costco Wholesale Corp. | New | 0.13% | +0.13 |
| GOOG Alphabet Inc. Class C | New | 0.13% | +0.13 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +17.5% | 0.74% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +17.0% | 0.25% | +0.04 |
| AMZN Amazon.com Inc. | Add +1.1% | 0.44% | +0.03 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +1.5% | 1.95% | +0.03 |
| MSFT Microsoft Corp. | Add +1.3% | 0.37% | +0.03 |
| WMT Walmart Inc. | Add +1.7% | 0.16% | +0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +1.8% | 0.14% | +0.01 |
| SHV iShares 0-1 Year Treasury Bo | Add +2.7% | 0.14% | +0.00 |
| CB Chubb Ltd. | Add +0.9% | 0.19% | −0.00 |
| SCHF Schwab Intl Equity ETF | Add +0.8% | 0.31% | −0.00 |
| IBM Intl Business Machines Corp. | Add +9.2% | 0.26% | −0.00 |
| ADM Archer-Daniels-Midland Co. | Add +0.5% | 0.14% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Add +0.8% | 0.24% | −0.01 |
| ADP Automatic Data Processing | Add +0.7% | 0.23% | −0.01 |
| GPC Genuine Parts Co. | Add +6.3% | 0.30% | −0.02 |
| MDT Medtronic PLC | Add +0.1% | 0.19% | −0.02 |
| PFF iShares Preferred & Income S | Add +0.6% | 1.77% | −0.03 |
| LOW Lowe's Cos Inc. | Add +2.5% | 0.40% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Add +2.0% | 7.10% | −0.12 |
| IWM iShares Russell 2000 ETF | Add +0.3% | 9.71% | −0.31 |
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 |