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  Name: Guardian Wealth Advisors LLC
  City: BLOOMINGTON
  State: MN
  Zip: 55437
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $153,909,000
  Total Value Change : $10,491,000
  Securities Held Change : 6
   
All Securities Held : 80
  New Positions : 7
  Closed Positions : 1
  Increased Positions : 36
  Unchanged Positions : 4
  Decreased Positions : 33

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 35     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 2 - $49.56 $17,187,000 342,580 11.17% 870,000 1,937 0.015    Closed - End Fund - F...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 6 - $60.79 $11,111,000 182,930 7.22% 1,103,000 146,818 0.079    Closed - End Fund - E...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 8 - $44.40 $4,863,000 116,416 3.16% 197,000 2,899 0.001    Closed - End Fund - E...
   (SJNK)1 Year Chart         SJNK Spdr Barclays Capital Short... 9 - $24.91 $4,579,000 181,558 2.98% 66,000 2,039 0.137    N/A
   (PFF)1 Year Chart         PFF iShares S&P U.S. Preferred ... 12 - $31.76 $2,763,000 85,716 1.8% 130,000 1,294 0.018    Closed - End Fund - E...
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 16 - $0.00 $1,103,000 21,858 0.72% 48,000 845 0.002    N/A
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 17 - $49.89 $992,000 19,804 0.64% 752,000 14,653 0.001    Closed - End Fund - E...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 18 - $152.67 $947,000 5,986 0.62% 56,000 304 0.005    Drug Manufacturers - ...
   (CVX)1 Year Chart         CVX Chevron Corp 20 - $163.05 $916,000 5,809 0.6% 139,000 601 0    Integrated Oil & Gas
   (SPGI)1 Year Chart         SPGI S&P Global Inc 25 - $435.70 $823,000 1,934 0.53% -20,000 19 0.001    Publishing
   (PEP)1 Year Chart         PEP Pepsico Inc 26 - $179.46 $806,000 4,606 0.52% 72,000 284 0    Beverage Soft Drinks...
   (TGT)1 Year Chart         TGT Target Corp 28 - $157.51 $791,000 4,463 0.51% 225,000 492 0.001    Discount, Variety Stores
   (MMM)1 Year Chart         MMM 3M Co 30 - $101.24 $773,000 7,286 0.5% -16,000 66 0.001    Conglomerates
   (TROW)1 Year Chart         TROW T Rowe Price Group Inc 31 - $115.08 $744,000 6,100 0.48% 103,000 144 0.003    Asset Management
   (GIS)1 Year Chart         GIS General Mills Inc 32 - $69.83 $706,000 10,084 0.46% 81,000 487 0.002    Food - Major Diversified
   (ABT)1 Year Chart         ABT Abbott Laboratories 34 - $104.59 $698,000 6,142 0.45% 30,000 74 0    Drug Manufacturers - ...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 35 - $236.08 $691,000 2,712 0.45% 111,000 106 0    Home Improvement Stores
   (PG)1 Year Chart         PG Procter & Gamble Co 36 - $166.51 $648,000 3,995 0.42% 85,000 153 0    Cleaning Products
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 40 - $183.61 $594,000 3,251 0.39% 44,000 24 0.001    Closed - End Fund - Debt
   (ED)1 Year Chart         ED Consolidated Edison Inc 44 - $96.91 $576,000 6,342 0.37% 3,000 40 0.002    Multi Utilities
   (MSFT)1 Year Chart         MSFT Microsoft Corp 45 - $423.08 $535,000 1,271 0.35% 117,000 159 0    Application Software
   (GPC)1 Year Chart         GPC Genuine Parts Co 46 - $155.01 $491,000 3,172 0.32% 58,000 48 0.002    Auto Parts Wholesale
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 48 - $39.81 $478,000 12,239 0.31% 258,000 6,283 0    Closed - End Fund - Debt
   (NOBL)1 Year Chart         NOBL ProShares S&P 500 Dividend ... 47 - $0.00 $478,000 4,713 0.31% 36,000 72 0.007    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 49 - $262.64 $448,000 1,724 0.29% 120,000 340 0    Closed - End Fund - E...
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 50 - $251.60 $403,000 1,664 0.26% -44,000 33 0.001    Diversified Chemicals
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 52 - $81.19 $377,000 4,632 0.24% 32,000 57 0.004    N/A
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 54 - $134.11 $370,000 2,860 0.24% 24,000 16 0.001    Paper & Paper Products
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 55 - $532.48 $363,000 691 0.24% 40,000 16 0    Closed - End Fund - E...
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 64 - $252.97 $287,000 1,106 0.19% 55,000 80 0    Property & Casualty I...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 66 - $40.49 $271,000 6,454 0.18% 48,000 526 0    Telecom Services - Do...
   (KO)1 Year Chart         KO Coca-Cola Co 68 - $63.13 $260,000 4,254 0.17% 11,000 31 0    Beverage Soft Drinks...
   (AFL)1 Year Chart         AFL AFLAC Inc 70 - $87.48 $226,000 2,631 0.15% 9,000 6 0    Life & Health Insurance
   (ADM)1 Year Chart         ADM Archer Daniels Midland Co 73 - $60.08 $217,000 3,458 0.14% -31,000 20 0.001    Food - Major Diversified
   (AMCR)1 Year Chart         AMCR Amcor Plc 80 - $10.34 $160,000 16,839 0.1% 48,000 5,239 0.001    N/A

      35 Records Found
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Page 1 of 1
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