Filer Name: GUARDIAN WEALTH ADVISORS, LLC
CIK: 1858828
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 74
Portfolio Value: $0.16B

Guardian Wealth Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPY US SPDR S&P 500 ETF TRUST 38,314 $22M 14.39% -2.3% -
VEA US VANGUARD FTSE DEVELOPED ETF 359,416 $17M 11.01% 3.6% -
IWM US ISHARES RUSSELL 2000 ETF 72,140 $16M 10.22% -1.2% -
IJH US ISHARES CORE S&P MIDCAP ETF 202,827 $13M 8.10% 4.3% -
IVW US ISHARES S&P 500 GROWTH ETF 90,057 $9M 5.86% -27.6% -
QQQ US INVESCO QQQ TRUST SERIES 1 16,937 $9M 5.55% -1.9% -
IVE US ISHARES S&P 500 VALUE ETF 42,513 $8M 5.20% -26.7% -
VWO US VANGUARD FTSE EMERGING MARKE 121,185 $5M 3.42% 7.2% -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 56,804 $5M 3.20% 156.4% -
SPYV US SPDR PORT S&P 500 VALUE 97,229 $5M 3.19% 157.6% -
SJNK US SPDR BLOOMBERG SHORT TERM HI 163,511 $4M 2.65% -6.2% -
NEAR US ISHARES SH DBA ETF USD INC 61,642 $3M 1.99% 2.0% -
IWR US ISHARES RUSSELL MID-CAP ETF 31,680 $3M 1.79% -13.2% -
PFF US ISHARES PREFERRED & INCOME S 79,062 $2M 1.59% -10.4% -
JPST US JPMORGAN ULTRA-SHORT INCOME 41,232 $2M 1.33% 25.1% -
ICSH US ISHARES ULT STBA ETF USD INC 39,903 $2M 1.29% -3.4% -
CHRW US C.H. ROBINSON WORLDWIDE INC 16,696 $2M 1.11% - -
ABBV US ABBVIE INC 6,518 $1M 0.74% -2.5% -
CINF US CINCINNATI FINANCIAL CORP 6,783 $1M 0.62% -3.9% -
SPGI US S&P GLOBAL INC 1,829 $1M 0.58% -2.9% -
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