Guardian Wealth Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 7, 2024), Guardian Wealth Advisors, LLC reported 82 stock positions worth $162.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 13.9% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 11.3%) and iShares Russell 2000 ETF (IWM, 10.0%). Compared with Q2 2024, it opened 4 new positions, sold out of 2, added to 33 and reduced 38. The biggest buy was SS SPDR P S&P 500 Value ETF (SPYV, shares +62%) and the biggest sale iShares S&P 500 Growth ETF (IVW, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS PARK, MN
- CIK
- 0001858828
- Portfolio Value
- $162.0M (Q3 2024)
- SEC Filing
- 0001858828-24-000008 ↗ filed Nov 7, 2024
Holdings Value
Holdings 82 stocks · $162.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 13.89% | 39,216 | $22.5M | Reduce -3.5% |
| VEA Vanguard Ftse Developed ETF | 11.31% | 346,868 | $18.3M | Add +1.6% |
| IWM iShares Russell 2000 ETF | 9.95% | 72,982 | $16.1M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 7.49% | 194,554 | $12.1M | Add +4.3% |
| IVW iShares S&P 500 Growth ETF | 7.36% | 124,428 | $11.9M | Reduce -7.6% |
| IVE iShares S&P 500 Value ETF | 7.06% | 58,023 | $11.4M | Reduce -4.6% |
| QQQ Invesco QQQ Trust Series 1 | 5.20% | 17,258 | $8.4M | Reduce -9.1% |
| VWO Vanguard Ftse Emerging Marke | 3.34% | 113,090 | $5.4M | Reduce -2.2% |
| SJNK SS SPDR BB St Hi Yield ETF | 2.77% | 174,322 | $4.5M | Reduce -3.5% |
| IWR iShares Russell Mid-Cap ETF | 1.99% | 36,515 | $3.2M | Reduce -14.9% |
| NEAR iShares SH Dba ETF Usd Inc. | 1.91% | 60,458 | $3.1M | Add +1.7% |
| PFF iShares Preferred & Income S | 1.81% | 88,240 | $2.9M | Add +2.3% |
| ICSH iShares Ultra Short Duration | 1.29% | 41,310 | $2.1M | Add +1.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.23% | 37,742 | $2.0M | Add +62.2% |
| CHRW C.H. Robinson Worldwide Inc. | 1.14% | 16,696 | $1.8M | Reduce -8.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.13% | 22,155 | $1.8M | Add +54.8% |
| JPST JPMorgan Ultra-Short Income | 1.03% | 32,956 | $1.7M | Add +17.8% |
| ABBV Abbvie Inc. | 0.82% | 6,687 | $1.3M | Add +0.6% |
| SPGI S&P Global Inc. | 0.60% | 1,883 | $973K | Reduce -0.6% |
| CINF Cincinnati Financial Corp. | 0.59% | 7,060 | $961K | Reduce -6.3% |
| JNJ Johnson & Johnson | 0.57% | 5,732 | $929K | Reduce -3.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.55% | 3,364 | $888K | Reduce -3.0% |
| CVX Chevron Corp. | 0.55% | 5,999 | $884K | Add +3.5% |
| MMM 3M Co. | 0.54% | 6,424 | $878K | Reduce -8.2% |
| AAPL Apple Inc. | 0.54% | 3,724 | $868K | Add +10.6% |
| CAH Cardinal Health Inc. | 0.51% | 7,513 | $830K | Reduce -0.6% |
| ECL Ecolab Inc. | 0.51% | 3,243 | $828K | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.51% | 7,065 | $828K | Reduce -0.8% |
| PEP Pepsico Inc. | 0.50% | 4,806 | $817K | Add +5.5% |
| LOW Lowe's Cos Inc. | 0.47% | 2,801 | $759K | Add +0.7% |
| GIS General Mills Inc. | 0.46% | 10,126 | $748K | Add +1.2% |
| ABT Abbott Laboratories | 0.43% | 6,157 | $702K | Add +1.6% |
| PG The Procter & Gamble Co. | 0.43% | 4,049 | $701K | Add +2.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.42% | 6,294 | $686K | Add +4.5% |
| UNH Unitedhealth Group Inc. | 0.41% | 1,130 | $661K | Reduce -3.0% |
| ED Consolidated Edison Inc. | 0.41% | 6,342 | $660K | Add +2.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.41% | 8,210 | $659K | Reduce -13.5% |
| GGG Graco Inc. | 0.41% | 7,523 | $658K | No change |
| TGT Target Corp. | 0.39% | 4,100 | $639K | Reduce -4.6% |
| VIG Vanguard Dividend Apprec ETF | 0.39% | 3,205 | $635K | Add +0.1% |
| MSFT Microsoft Corp. | 0.34% | 1,262 | $543K | Reduce -1.9% |
| CLX Clorox Company | 0.33% | 3,295 | $537K | Reduce -13.7% |
| SYY Sysco Corp. | 0.33% | 6,846 | $534K | Reduce -9.9% |
| SCHF Schwab Intl Equity ETF | 0.32% | 12,551 | $516K | Add +1.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 2,277 | $503K | Reduce -0.0% |
| EMR Emerson Electric Co. | 0.30% | 4,474 | $489K | Reduce -11.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 1,724 | $488K | No change |
| AMZN Amazon.com Inc. | 0.30% | 2,615 | $487K | Reduce -25.6% |
| GPC Genuine Parts Co. | 0.30% | 3,464 | $484K | Add +2.7% |
| IVV iShares Core S&P 500 ETF | 0.26% | 734 | $424K | Add +6.2% |
| ADP Automatic Data Processing | 0.26% | 1,507 | $417K | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.25% | 766 | $404K | Add +0.3% |
| APD Air Products & Chemicals Inc. | 0.25% | 1,350 | $402K | Reduce -17.8% |
| KMB Kimberly-Clark Corp. | 0.24% | 2,746 | $391K | Reduce -0.4% |
| SWK Stanley Black & Decker Inc. | 0.24% | 3,518 | $387K | Reduce -1.0% |
| CTAS Cintas Corp. | 0.21% | 1,689 | $348K | Reduce -0.2% |
| MCD McDonald's Corp. | 0.21% | 1,109 | $338K | Add +0.2% |
| MDT Medtronic PLC | 0.21% | 3,699 | $333K | Reduce -0.1% |
| CB Chubb Ltd. | 0.20% | 1,117 | $322K | Add +0.1% |
| WMT Walmart Inc. | 0.19% | 3,860 | $312K | Add +4.2% |
| SCHM Schwab US Mid Cap ETF | 0.19% | 3,734 | $310K | Reduce -20.1% |
| PNR Pentair PLC | 0.19% | 3,131 | $306K | Reduce -5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 629 | $290K | No change |
| KO The Coca-Cola Co. | 0.17% | 3,945 | $283K | Add +0.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.17% | 4,575 | $280K | New |
| EXPD Expeditors Intl Wash Inc. | 0.17% | 2,050 | $269K | Add +5.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.17% | 5,088 | $268K | Reduce -3.4% |
| AFL Aflac Inc. | 0.16% | 2,348 | $263K | Reduce -7.8% |
| NOBL Proshares S&P 500 Dividend A | 0.16% | 2,428 | $259K | Reduce -48.1% |
| HRL Hormel Foods Corp. | 0.16% | 8,077 | $256K | Reduce -18.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.15% | 8,222 | $240K | Add +1.5% |
| SCHX Schwab US Large-Cap ETF | 0.14% | 3,449 | $234K | No change |
| SHW The Sherwin-Williams Co. | 0.14% | 598 | $228K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.14% | 4,100 | $224K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.14% | 4,922 | $224K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.14% | 2,008 | $222K | Add +4.3% |
| COST Costco Wholesale Corp. | 0.13% | 243 | $215K | No change |
| NUE Nucor Corp. | 0.13% | 1,392 | $209K | Add +0.2% |
| ADM Archer-Daniels-Midland Co. | 0.13% | 3,495 | $209K | Add +0.6% |
| BSX Boston Scientific Corp. | 0.13% | 2,434 | $204K | New |
| BDX Becton Dickinson and Co. | 0.12% | 832 | $201K | New |
| AMCR Amcor PLC | 0.10% | 14,039 | $159K | Reduce -16.6% |
Portfolio Sells Q2 2024 → Q3 2024
| IVW iShares S&P 500 Growth ETF | Reduce -7.6% | 7.36% | −0.75 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -9.1% | 5.20% | −0.72 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.5% | 13.89% | −0.49 |
| IWR iShares Russell Mid-Cap ETF | Reduce -14.9% | 1.99% | −0.28 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -3.5% | 2.77% | −0.16 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.16 |
| AMZN Amazon.com Inc. | Reduce -25.6% | 0.30% | −0.14 |
| IVE iShares S&P 500 Value ETF | Reduce -4.6% | 7.06% | −0.14 |
| NOBL Proshares S&P 500 Dividend A | Reduce -48.1% | 0.16% | −0.13 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.13 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -13.5% | 0.41% | −0.07 |
| EMR Emerson Electric Co. | Reduce -11.8% | 0.30% | −0.06 |
| SCHM Schwab US Mid Cap ETF | Reduce -20.1% | 0.19% | −0.04 |
| MSFT Microsoft Corp. | Reduce -1.9% | 0.34% | −0.04 |
| HRL Hormel Foods Corp. | Reduce -18.0% | 0.16% | −0.04 |
| APD Air Products & Chemicals Inc. | Reduce -17.8% | 0.25% | −0.03 |
| SYY Sysco Corp. | Reduce -9.9% | 0.33% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 0.51% | −0.02 |
| TGT Target Corp. | Reduce -4.6% | 0.39% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -3.4% | 0.17% | −0.01 |
| AMCR Amcor PLC | Reduce -16.6% | 0.10% | −0.01 |
| CLX Clorox Company | Reduce -13.7% | 0.33% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -0.4% | 0.24% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.0% | 0.55% | +0.00 |
| ECL Ecolab Inc. | Reduce -0.9% | 0.51% | +0.00 |
| JNJ Johnson & Johnson | Reduce -3.3% | 0.57% | +0.01 |
| AFL Aflac Inc. | Reduce -7.8% | 0.16% | +0.01 |
| CINF Cincinnati Financial Corp. | Reduce -6.3% | 0.59% | +0.01 |
| MDT Medtronic PLC | Reduce -0.1% | 0.21% | +0.02 |
| UNH Unitedhealth Group Inc. | Reduce -3.0% | 0.41% | +0.02 |
| CTAS Cintas Corp. | Reduce -0.2% | 0.21% | +0.02 |
| PNR Pentair PLC | Reduce -5.0% | 0.19% | +0.02 |
| CAH Cardinal Health Inc. | Reduce -0.6% | 0.51% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.2% | 3.34% | +0.05 |
| SPGI S&P Global Inc. | Reduce -0.6% | 0.60% | +0.05 |
| SWK Stanley Black & Decker Inc. | Reduce -1.0% | 0.24% | +0.05 |
| IBM Intl Business Machines Corp. | Reduce -0.0% | 0.31% | +0.05 |
| MMM 3M Co. | Reduce -8.2% | 0.54% | +0.08 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -8.1% | 1.14% | +0.10 |
| IWM iShares Russell 2000 ETF | Reduce -0.8% | 9.95% | +0.25 |
Portfolio Buys Q2 2024 → Q3 2024
| SPYV SS SPDR P S&P 500 Value ETF | Add +62.2% | 1.23% | +0.49 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +54.8% | 1.13% | +0.39 |
| IJH iShares Core S&P Midcap ETF | Add +4.3% | 7.49% | +0.38 |
| VEA Vanguard Ftse Developed ETF | Add +1.6% | 11.31% | +0.33 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.17% | +0.17 |
| SHW The Sherwin-Williams Co. | New | 0.14% | +0.14 |
| BSX Boston Scientific Corp. | New | 0.13% | +0.13 |
| BDX Becton Dickinson and Co. | New | 0.12% | +0.12 |
| JPST JPMorgan Ultra-Short Income | Add +17.8% | 1.03% | +0.11 |
| AAPL Apple Inc. | Add +10.6% | 0.54% | +0.07 |
| ABBV Abbvie Inc. | Add +0.6% | 0.82% | +0.07 |
| LOW Lowe's Cos Inc. | Add +0.7% | 0.47% | +0.07 |
| GIS General Mills Inc. | Add +1.2% | 0.46% | +0.05 |
| ED Consolidated Edison Inc. | Add +2.7% | 0.41% | +0.05 |
| PFF iShares Preferred & Income S | Add +2.3% | 1.81% | +0.04 |
| WMT Walmart Inc. | Add +4.2% | 0.19% | +0.03 |
| MCD McDonald's Corp. | Add +0.2% | 0.21% | +0.03 |
| ADP Automatic Data Processing | Add +0.3% | 0.26% | +0.02 |
| ABT Abbott Laboratories | Add +1.6% | 0.43% | +0.02 |
| PEP Pepsico Inc. | Add +5.5% | 0.50% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +6.2% | 0.26% | +0.02 |
| CB Chubb Ltd. | Add +0.1% | 0.20% | +0.01 |
| KO The Coca-Cola Co. | Add +0.2% | 0.17% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 0.39% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +1.7% | 0.32% | +0.01 |
| EXPD Expeditors Intl Wash Inc. | Add +5.9% | 0.17% | +0.01 |
| PG The Procter & Gamble Co. | Add +2.5% | 0.43% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +1.5% | 0.15% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.25% | +0.00 |
| SHV iShares 0-1 Year Treasury Bo | Add +4.3% | 0.14% | −0.00 |
| GPC Genuine Parts Co. | Add +2.7% | 0.30% | −0.00 |
| ADM Archer-Daniels-Midland Co. | Add +0.6% | 0.13% | −0.01 |
| NUE Nucor Corp. | Add +0.2% | 0.13% | −0.01 |
| TROW T Rowe Price Group Inc. | Add +4.5% | 0.42% | −0.03 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +1.7% | 1.91% | −0.03 |
| CVX Chevron Corp. | Add +3.5% | 0.55% | −0.04 |
| ICSH iShares Ultra Short Duration | Add +1.1% | 1.29% | −0.05 |
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 |