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Name: |
Guardian Wealth Advisors LLC |
City: |
BLOOMINGTON |
State: |
MN |
Zip: |
55437 |
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Holdings
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35 |
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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 |
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 |
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 |
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 |
Spdr Barclays Capital Short... |
9 |
- |
$24.91 |
$4,579,000 |
181,558 |
2.98% |
66,000 |
2,039 |
0.137 |
N/A |
|
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... |
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JPST |
Jp Morgan Ultra Short Incom... |
16 |
- |
$0.00 |
$1,103,000 |
21,858 |
0.72% |
48,000 |
845 |
0.002 |
N/A |
|
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 |
Johnson & Johnson |
18 |
- |
$152.67 |
$947,000 |
5,986 |
0.62% |
56,000 |
304 |
0.005 |
Drug Manufacturers - ... |
|
CVX |
Chevron Corp |
20 |
- |
$163.05 |
$916,000 |
5,809 |
0.6% |
139,000 |
601 |
0 |
Integrated Oil & Gas |
|
SPGI |
S&P Global Inc |
25 |
- |
$435.70 |
$823,000 |
1,934 |
0.53% |
-20,000 |
19 |
0.001 |
Publishing |
|
PEP |
Pepsico Inc |
26 |
- |
$179.46 |
$806,000 |
4,606 |
0.52% |
72,000 |
284 |
0 |
Beverage Soft Drinks... |
|
TGT |
Target Corp |
28 |
- |
$157.51 |
$791,000 |
4,463 |
0.51% |
225,000 |
492 |
0.001 |
Discount, Variety Stores |
|
MMM |
3M Co |
30 |
- |
$101.24 |
$773,000 |
7,286 |
0.5% |
-16,000 |
66 |
0.001 |
Conglomerates |
|
TROW |
T Rowe Price Group Inc |
31 |
- |
$115.08 |
$744,000 |
6,100 |
0.48% |
103,000 |
144 |
0.003 |
Asset Management |
|
GIS |
General Mills Inc |
32 |
- |
$69.83 |
$706,000 |
10,084 |
0.46% |
81,000 |
487 |
0.002 |
Food - Major Diversified |
|
ABT |
Abbott Laboratories |
34 |
- |
$104.59 |
$698,000 |
6,142 |
0.45% |
30,000 |
74 |
0 |
Drug Manufacturers - ... |
|
LOW |
Lowes Companies Inc |
35 |
- |
$236.08 |
$691,000 |
2,712 |
0.45% |
111,000 |
106 |
0 |
Home Improvement Stores |
|
PG |
Procter & Gamble Co |
36 |
- |
$166.51 |
$648,000 |
3,995 |
0.42% |
85,000 |
153 |
0 |
Cleaning Products |
|
VIG |
Vanguard Dividend Appreciat... |
40 |
- |
$183.61 |
$594,000 |
3,251 |
0.39% |
44,000 |
24 |
0.001 |
Closed - End Fund - Debt |
|
ED |
Consolidated Edison Inc |
44 |
- |
$96.91 |
$576,000 |
6,342 |
0.37% |
3,000 |
40 |
0.002 |
Multi Utilities |
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MSFT |
Microsoft Corp |
45 |
- |
$423.08 |
$535,000 |
1,271 |
0.35% |
117,000 |
159 |
0 |
Application Software |
|
GPC |
Genuine Parts Co |
46 |
- |
$155.01 |
$491,000 |
3,172 |
0.32% |
58,000 |
48 |
0.002 |
Auto Parts Wholesale |
|
SCHF |
Schwab Strategic Trust |
48 |
- |
$39.81 |
$478,000 |
12,239 |
0.31% |
258,000 |
6,283 |
0 |
Closed - End Fund - Debt |
|
NOBL |
ProShares S&P 500 Dividend ... |
47 |
- |
$0.00 |
$478,000 |
4,713 |
0.31% |
36,000 |
72 |
0.007 |
N/A |
|
VTI |
Vanguard Total Stock Market... |
49 |
- |
$262.64 |
$448,000 |
1,724 |
0.29% |
120,000 |
340 |
0 |
Closed - End Fund - E... |
|
APD |
Air Products & Chemicals Inc |
50 |
- |
$251.60 |
$403,000 |
1,664 |
0.26% |
-44,000 |
33 |
0.001 |
Diversified Chemicals |
|
SCHM |
Schwab U.S. Mid-Cap Etf |
52 |
- |
$81.19 |
$377,000 |
4,632 |
0.24% |
32,000 |
57 |
0.004 |
N/A |
|
KMB |
Kimberly Clark Corp |
54 |
- |
$134.11 |
$370,000 |
2,860 |
0.24% |
24,000 |
16 |
0.001 |
Paper & Paper Products |
|
IVV |
iShares Core S&P 500 Etf |
55 |
- |
$532.48 |
$363,000 |
691 |
0.24% |
40,000 |
16 |
0 |
Closed - End Fund - E... |
|
CB |
Chubb Ltd (ACE Ltd) |
64 |
- |
$252.97 |
$287,000 |
1,106 |
0.19% |
55,000 |
80 |
0 |
Property & Casualty I... |
|
VZ |
Verizon Communications Inc |
66 |
- |
$40.49 |
$271,000 |
6,454 |
0.18% |
48,000 |
526 |
0 |
Telecom Services - Do... |
|
KO |
Coca-Cola Co |
68 |
- |
$63.13 |
$260,000 |
4,254 |
0.17% |
11,000 |
31 |
0 |
Beverage Soft Drinks... |
|
AFL |
AFLAC Inc |
70 |
- |
$87.48 |
$226,000 |
2,631 |
0.15% |
9,000 |
6 |
0 |
Life & Health Insurance |
|
ADM |
Archer Daniels Midland Co |
73 |
- |
$60.08 |
$217,000 |
3,458 |
0.14% |
-31,000 |
20 |
0.001 |
Food - Major Diversified |
|
AMCR |
Amcor Plc |
80 |
- |
$10.34 |
$160,000 |
16,839 |
0.1% |
48,000 |
5,239 |
0.001 |
N/A |
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