Guardian Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Guardian Wealth Advisors, LLC reported 74 stock positions worth $156.0 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, 10.2%). Compared with Q3 2024, it sold out of 8, added to 23 and reduced 42. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +156%) and the biggest sale iShares S&P 500 Value ETF (IVE, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS PARK, MN
- CIK
- 0001858828
- Portfolio Value
- $156.0M (Q4 2024)
- SEC Filing
- 0001858828-25-000001 ↗ filed Jan 28, 2025
Holdings Value
Holdings 74 stocks · $156.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 14.39% | 38,314 | $22.5M | Reduce -2.3% |
| VEA Vanguard Ftse Developed ETF | 11.01% | 359,416 | $17.2M | Add +3.6% |
| IWM iShares Russell 2000 ETF | 10.22% | 72,140 | $15.9M | Reduce -1.1% |
| IJH iShares Core S&P Midcap ETF | 8.10% | 202,827 | $12.6M | Add +4.3% |
| IVW iShares S&P 500 Growth ETF | 5.86% | 90,057 | $9.1M | Reduce -27.6% |
| QQQ Invesco QQQ Trust Series 1 | 5.55% | 16,937 | $8.7M | Reduce -1.9% |
| IVE iShares S&P 500 Value ETF | 5.20% | 42,513 | $8.1M | Reduce -26.7% |
| VWO Vanguard Ftse Emerging Marke | 3.42% | 121,185 | $5.3M | Add +7.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.20% | 56,804 | $5.0M | Add +156.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.19% | 97,229 | $5.0M | Add +157.6% |
| SJNK SS SPDR BB St Hi Yield ETF | 2.65% | 163,511 | $4.1M | Reduce -6.2% |
| NEAR iShares SH Dba ETF Usd Inc. | 2.00% | 61,642 | $3.1M | Add +2.0% |
| IWR iShares Russell Mid-Cap ETF | 1.79% | 31,680 | $2.8M | Reduce -13.2% |
| PFF iShares Preferred & Income S | 1.59% | 79,062 | $2.5M | Reduce -10.4% |
| JPST JPMorgan Ultra-Short Income | 1.33% | 41,232 | $2.1M | Add +25.1% |
| ICSH iShares Ultra Short Duration | 1.29% | 39,903 | $2.0M | Reduce -3.4% |
| CHRW C.H. Robinson Worldwide Inc. | 1.11% | 16,696 | $1.7M | No change |
| ABBV Abbvie Inc. | 0.74% | 6,518 | $1.2M | Reduce -2.5% |
| CINF Cincinnati Financial Corp. | 0.62% | 6,783 | $975K | Reduce -3.9% |
| SPGI S&P Global Inc. | 0.58% | 1,829 | $911K | Reduce -2.9% |
| AAPL Apple Inc. | 0.58% | 3,601 | $902K | Reduce -3.3% |
| CVX Chevron Corp. | 0.56% | 6,007 | $870K | Add +0.1% |
| CAH Cardinal Health Inc. | 0.55% | 7,269 | $860K | Reduce -3.3% |
| JNJ Johnson & Johnson | 0.55% | 5,899 | $853K | Add +2.9% |
| MMM 3M Co. | 0.50% | 6,019 | $777K | Reduce -6.3% |
| ECL Ecolab Inc. | 0.48% | 3,225 | $756K | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.48% | 6,908 | $743K | Reduce -2.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.47% | 2,758 | $728K | Reduce -18.0% |
| PEP Pepsico Inc. | 0.47% | 4,776 | $726K | Reduce -0.6% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.46% | 6,369 | $720K | Add +1.2% |
| ABT Abbott Laboratories | 0.45% | 6,175 | $698K | Add +0.3% |
| LOW Lowe's Cos Inc. | 0.43% | 2,721 | $672K | Reduce -2.9% |
| PG The Procter & Gamble Co. | 0.43% | 3,994 | $670K | Reduce -1.4% |
| GIS General Mills Inc. | 0.42% | 10,332 | $659K | Add +2.0% |
| GGG Graco Inc. | 0.41% | 7,523 | $634K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.37% | 7,310 | $575K | Reduce -11.0% |
| AMZN Amazon.com Inc. | 0.37% | 2,615 | $574K | No change |
| UNH Unitedhealth Group Inc. | 0.37% | 1,130 | $572K | No change |
| ED Consolidated Edison Inc. | 0.36% | 6,335 | $565K | Reduce -0.1% |
| TGT Target Corp. | 0.34% | 3,939 | $532K | Reduce -3.9% |
| EMR Emerson Electric Co. | 0.34% | 4,289 | $532K | Reduce -4.1% |
| CLX Clorox Company | 0.34% | 3,233 | $525K | Reduce -1.9% |
| SYY Sysco Corp. | 0.33% | 6,726 | $514K | Reduce -1.8% |
| MSFT Microsoft Corp. | 0.32% | 1,195 | $504K | Reduce -5.3% |
| VOO Vanguard S&P 500 ETF | 0.32% | 915 | $493K | Add +19.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 2,198 | $483K | Reduce -3.5% |
| SCHF Schwab Intl Equity ETF | 0.30% | 25,533 | $472K | Add +1.7% |
| GPC Genuine Parts Co. | 0.27% | 3,626 | $423K | Add +4.7% |
| ADP Automatic Data Processing | 0.27% | 1,433 | $419K | Reduce -4.9% |
| APD Air Products & Chemicals Inc. | 0.25% | 1,337 | $388K | Reduce -1.0% |
| KMB Kimberly-Clark Corp. | 0.23% | 2,723 | $357K | Reduce -0.8% |
| WMT Walmart Inc. | 0.22% | 3,865 | $349K | Add +0.1% |
| MDT Medtronic PLC | 0.22% | 4,220 | $337K | Add +14.1% |
| MCD McDonald's Corp. | 0.20% | 1,101 | $319K | Reduce -0.7% |
| CTAS Cintas Corp. | 0.20% | 1,741 | $318K | Add +3.1% |
| SCHM Schwab US Mid Cap ETF | 0.20% | 11,436 | $317K | Add +2.1% |
| IVV iShares Core S&P 500 ETF | 0.20% | 535 | $315K | Reduce -27.1% |
| PNR Pentair PLC | 0.18% | 2,859 | $288K | Reduce -8.7% |
| CB Chubb Ltd. | 0.18% | 1,032 | $285K | Reduce -7.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 619 | $281K | Reduce -1.6% |
| SWK Stanley Black & Decker Inc. | 0.17% | 3,280 | $263K | Reduce -6.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.16% | 4,838 | $250K | Reduce -4.9% |
| NOBL Proshares S&P 500 Dividend A | 0.16% | 2,463 | $245K | Add +1.4% |
| HRL Hormel Foods Corp. | 0.16% | 7,780 | $244K | Reduce -3.7% |
| KO The Coca-Cola Co. | 0.16% | 3,897 | $243K | Reduce -1.2% |
| AFL Aflac Inc. | 0.16% | 2,341 | $242K | Reduce -0.3% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 10,346 | $240K | No change |
| EXPD Expeditors Intl Wash Inc. | 0.15% | 2,103 | $233K | Add +2.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.15% | 8,534 | $227K | Add +3.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.14% | 4,100 | $224K | No change |
| COST Costco Wholesale Corp. | 0.14% | 243 | $223K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.14% | 4,922 | $221K | No change |
| BSX Boston Scientific Corp. | 0.14% | 2,434 | $217K | No change |
| AMCR Amcor PLC | 0.09% | 14,179 | $133K | Add +1.0% |
Portfolio Sells Q3 2024 → Q4 2024
| IVE iShares S&P 500 Value ETF | Reduce -26.7% | 5.20% | −1.86 |
| IVW iShares S&P 500 Growth ETF | Reduce -27.6% | 5.86% | −1.50 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.39 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.30 |
| PFF iShares Preferred & Income S | Reduce -10.4% | 1.59% | −0.22 |
| IWR iShares Russell Mid-Cap ETF | Reduce -13.2% | 1.79% | −0.19 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.17 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.14 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.14 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.13 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.13 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -6.2% | 2.65% | −0.13 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.12 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -18.0% | 0.47% | −0.08 |
| ABBV Abbvie Inc. | Reduce -2.5% | 0.74% | −0.07 |
| SWK Stanley Black & Decker Inc. | Reduce -6.8% | 0.17% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -27.1% | 0.20% | −0.06 |
| TGT Target Corp. | Reduce -3.9% | 0.34% | −0.05 |
| ED Consolidated Edison Inc. | Reduce -0.1% | 0.36% | −0.05 |
| MMM 3M Co. | Reduce -6.3% | 0.50% | −0.04 |
| PEP Pepsico Inc. | Reduce -0.6% | 0.47% | −0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -11.0% | 0.37% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -2.9% | 0.43% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -2.2% | 0.48% | −0.04 |
| ECL Ecolab Inc. | Reduce -0.6% | 0.48% | −0.03 |
| KO The Coca-Cola Co. | Reduce -1.2% | 0.16% | −0.02 |
| SPGI S&P Global Inc. | Reduce -2.9% | 0.58% | −0.02 |
| CB Chubb Ltd. | Reduce -7.6% | 0.18% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -0.8% | 0.23% | −0.01 |
| MSFT Microsoft Corp. | Reduce -5.3% | 0.32% | −0.01 |
| AFL Aflac Inc. | Reduce -0.3% | 0.16% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -4.9% | 0.16% | −0.01 |
| PNR Pentair PLC | Reduce -8.7% | 0.18% | −0.00 |
| ICSH iShares Ultra Short Duration | Reduce -3.4% | 1.29% | −0.00 |
| MCD McDonald's Corp. | Reduce -0.7% | 0.20% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -1.4% | 0.43% | −0.00 |
| HRL Hormel Foods Corp. | Reduce -3.7% | 0.16% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -3.5% | 0.31% | −0.00 |
| SYY Sysco Corp. | Reduce -1.8% | 0.33% | −0.00 |
| APD Air Products & Chemicals Inc. | Reduce -1.0% | 0.25% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.6% | 0.18% | +0.00 |
| CLX Clorox Company | Reduce -1.9% | 0.34% | +0.01 |
| ADP Automatic Data Processing | Reduce -4.9% | 0.27% | +0.01 |
| CINF Cincinnati Financial Corp. | Reduce -3.9% | 0.62% | +0.03 |
| CAH Cardinal Health Inc. | Reduce -3.3% | 0.55% | +0.04 |
| EMR Emerson Electric Co. | Reduce -4.1% | 0.34% | +0.04 |
| AAPL Apple Inc. | Reduce -3.3% | 0.58% | +0.04 |
| IWM iShares Russell 2000 ETF | Reduce -1.1% | 10.22% | +0.26 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.9% | 5.55% | +0.35 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.3% | 14.39% | +0.50 |
Portfolio Buys Q3 2024 → Q4 2024
| SPYG SS SPDR P S&P 500 Growth ETF | Add +156.4% | 3.20% | +2.07 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +157.6% | 3.19% | +1.95 |
| IJH iShares Core S&P Midcap ETF | Add +4.3% | 8.10% | +0.61 |
| JPST JPMorgan Ultra-Short Income | Add +25.1% | 1.33% | +0.30 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +2.0% | 2.00% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +7.2% | 3.42% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +19.4% | 0.32% | +0.07 |
| TROW T Rowe Price Group Inc. | Add +1.2% | 0.46% | +0.04 |
| WMT Walmart Inc. | Add +0.1% | 0.22% | +0.03 |
| ABT Abbott Laboratories | Add +0.3% | 0.45% | +0.01 |
| CVX Chevron Corp. | Add +0.1% | 0.56% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Add +2.1% | 0.20% | +0.01 |
| MDT Medtronic PLC | Add +14.1% | 0.22% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +3.8% | 0.15% | −0.00 |
| NOBL Proshares S&P 500 Dividend A | Add +1.4% | 0.16% | −0.00 |
| CTAS Cintas Corp. | Add +3.1% | 0.20% | −0.01 |
| AMCR Amcor PLC | Add +1.0% | 0.09% | −0.01 |
| SCHF Schwab Intl Equity ETF | Add +1.7% | 0.30% | −0.02 |
| EXPD Expeditors Intl Wash Inc. | Add +2.6% | 0.15% | −0.02 |
| JNJ Johnson & Johnson | Add +2.9% | 0.55% | −0.03 |
| GPC Genuine Parts Co. | Add +4.7% | 0.27% | −0.03 |
| GIS General Mills Inc. | Add +2.0% | 0.42% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Add +3.6% | 11.01% | −0.30 |
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 |