$894 Million is the total value of GUARDIAN CAPITAL ADVISORS LP's 165 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 20.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TD | Buy | TORONTO DOMINION BK ONT | $51,603,228 | +0.6% | 856,956 | +1.1% | 5.77% | -1.0% |
| RY | Buy | ROYAL BK CDA | $49,830,815 | -6.0% | 578,947 | +1.6% | 5.58% | -7.5% |
| BMO | Buy | BANK MONTREAL QUE | $34,296,880 | -0.2% | 413,988 | +7.0% | 3.84% | -1.8% |
| BNS | Buy | BANK NOVA SCOTIA HALIFAX | $30,351,237 | +3.0% | 677,982 | +9.7% | 3.40% | +1.3% |
| MSFT | Sell | MICROSOFT CORP | $25,055,160 | -3.1% | 75,372 | -1.7% | 2.80% | -4.6% |
| CNI | Sell | CANADIAN NATL RY CO | $24,780,035 | -7.0% | 225,799 | -3.5% | 2.77% | -8.5% |
| ENB | Buy | ENBRIDGE INC | $24,204,046 | -1.1% | 733,581 | +7.4% | 2.71% | -2.7% |
| CNQ | Buy | CANADIAN NAT RES LTD | $20,590,288 | +18.0% | 315,753 | +1.5% | 2.30% | +16.1% |
| CM | Buy | CANADIAN IMPERIAL BK COMM TO | $18,991,919 | -6.1% | 494,874 | +0.6% | 2.12% | -7.6% |
| NTR | Buy | NUTRIEN LTD | $16,642,781 | +11.5% | 272,484 | +5.5% | 1.86% | +9.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $16,586,417 | -6.4% | 113,489 | -5.1% | 1.86% | -7.9% |
| NVO | Buy | NOVO-NORDISK A Sadr | $16,520,809 | +25.4% | 167,147 | +96.4% | 1.85% | +23.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $15,830,249 | -2.3% | 101,359 | -1.1% | 1.77% | -3.9% |
| AAPL | Buy | APPLE INC | $15,511,706 | -3.7% | 86,272 | +1.6% | 1.74% | -5.2% |
| TU | Buy | TELUS CORPORATION | $15,041,234 | -6.7% | 887,581 | +3.1% | 1.68% | -8.1% |
| BCE | Sell | BCE INC | $15,033,103 | -12.3% | 389,214 | -1.6% | 1.68% | -13.7% |
| SU | Sell | SUNCOR ENERGY INC NEW | $14,785,845 | +17.2% | 435,750 | -0.3% | 1.66% | +15.3% |
| PEP | Sell | PEPSICO INC | $14,692,554 | -14.2% | 90,349 | -3.4% | 1.64% | -15.6% |
| MCD | Sell | MCDONALDS CORP | $13,885,411 | -15.5% | 55,338 | -0.4% | 1.55% | -16.8% |
| EMR | Sell | EMERSON ELEC CO | $13,379,876 | +1.5% | 137,809 | -3.7% | 1.50% | -0.1% |
| WMT | Sell | WALMART INC | $13,360,783 | -0.6% | 84,439 | -2.6% | 1.50% | -2.2% |
| CVX | Sell | CHEVRON CORP NEW | $11,576,485 | -0.8% | 71,859 | -1.7% | 1.30% | -2.4% |
| Buy | BROOKFIELD CORPcl a ltd vt sh | $11,439,900 | +6.9% | 341,335 | +2.6% | 1.28% | +5.2% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $11,243,636 | -3.5% | 125,110 | -0.8% | 1.26% | -5.1% |
| ING | Sell | ING GROEP N.V.sponsored adr | $10,912,578 | -4.1% | 798,871 | -0.3% | 1.22% | -5.6% |
| NGG | Sell | NATIONAL GRID PLCsponsored adr ne | $10,819,039 | -9.2% | 177,974 | -0.5% | 1.21% | -10.6% |
| IMO | Sell | IMPERIAL OIL LTD | $10,705,143 | +26.4% | 176,612 | -0.3% | 1.20% | +24.4% |
| Sell | BROOKFIELD ASSET MANAGMT LTD | $10,482,273 | +8.4% | 310,940 | -0.5% | 1.17% | +6.6% | |
| SNY | Sell | SANOFIsponsored adr | $10,286,932 | +4.9% | 187,752 | -0.8% | 1.15% | +3.2% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $9,591,055 | +14.2% | 18,299 | -1.6% | 1.07% | +12.4% |
| RCI | Buy | ROGERS COMMUNICATIONS INCcl b | $9,552,547 | -4.8% | 238,069 | +2.9% | 1.07% | -6.3% |
| DEO | Sell | DIAGEO PLCspon adr new | $9,458,858 | -11.3% | 61,163 | -0.6% | 1.06% | -12.7% |
| FTS | Buy | FORTIS INC | $9,213,913 | +4.2% | 224,900 | +5.6% | 1.03% | +2.6% |
| SLF | Sell | SUN LIFE FINANCIAL INC. | $9,067,850 | +1.1% | 181,357 | -0.1% | 1.02% | -0.5% |
| TRP | Sell | TC ENERGY CORP | $8,414,731 | -15.6% | 238,688 | -8.9% | 0.94% | -16.9% |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $8,311,674 | – | 29,400 | +100.0% | 0.93% | – |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $7,877,512 | – | 178,750 | +100.0% | 0.88% | – |
| ABCL | ABCELLERA BIOLOGICS INC | $7,842,357 | -41.9% | 1,786,414 | 0.0% | 0.88% | -42.8% | |
| DXJ | New | WISDOMTREE TRjapn hedge eqt | $7,554,651 | – | 86,260 | +100.0% | 0.84% | – |
| MGA | Buy | MAGNA INTL INC | $7,485,540 | -4.5% | 136,284 | +0.6% | 0.84% | -5.9% |
| BHP | Sell | BHP GROUP LTDsponsored ads | $7,267,192 | -6.4% | 126,540 | -1.1% | 0.81% | -7.9% |
| ORCL | Sell | ORACLE CORP | $7,219,575 | -7.0% | 65,848 | -1.6% | 0.81% | -8.5% |
| SAP | Sell | SAP SEspon adr | $7,129,863 | -6.3% | 53,855 | -0.5% | 0.80% | -7.9% |
| TTE | Sell | TOTALENERGIES SEsponsored ads | $7,062,008 | +3.8% | 107,456 | -7.8% | 0.79% | +2.1% |
| UL | Sell | UNILEVER PLCspon adr new | $6,738,741 | -6.5% | 139,403 | -0.1% | 0.75% | -8.0% |
| PBA | Sell | PEMBINA PIPELINE CORP | $6,373,448 | +0.1% | 208,339 | -1.3% | 0.71% | -1.5% |
| XHB | New | SPDR SER TRs&p homebuild | $6,334,243 | – | 81,690 | +100.0% | 0.71% | – |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $6,053,523 | -2.5% | 15,141 | -2.3% | 0.68% | -4.1% |
| TXN | Sell | TEXAS INSTRS INC | $5,788,328 | -14.0% | 36,791 | -0.3% | 0.65% | -15.4% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $5,785,880 | -12.0% | 62,890 | -0.6% | 0.65% | -13.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $5,720,104 | +17.8% | 40,698 | -0.3% | 0.64% | +15.9% |
| AFL | Sell | AFLAC INC | $5,708,333 | +11.0% | 71,533 | -2.3% | 0.64% | +9.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $5,648,414 | +6.6% | 9,988 | +1.4% | 0.63% | +4.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $5,163,693 | +3.7% | 116,720 | -0.7% | 0.58% | +2.1% |
| AXP | Sell | AMERICAN EXPRESS CO | $5,142,249 | -13.6% | 33,940 | -0.6% | 0.58% | -15.1% |
| MFC | Sell | MANULIFE FINL CORP | $5,038,331 | -11.3% | 266,921 | -14.7% | 0.56% | -12.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $5,026,406 | -2.2% | 11,520 | +0.0% | 0.56% | -3.8% |
| QCOM | Sell | QUALCOMM INC | $4,570,921 | -7.4% | 41,135 | -1.1% | 0.51% | -8.9% |
| XLE | New | SELECT SECTOR SPDR TRenergy | $4,553,611 | – | 51,970 | +100.0% | 0.51% | – |
| NVS | Buy | NOVARTIS AGsponsored adr | $4,414,699 | +2.2% | 44,409 | +0.4% | 0.49% | +0.6% |
| MUFG | Sell | MITSUBISHI UFJ FINL GROUP INsponsored ads | $4,382,204 | +7.2% | 522,936 | -1.1% | 0.49% | +5.4% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $4,268,075 | -15.6% | 56,696 | -2.2% | 0.48% | -16.9% |
| ANTM | ELEVANCE HEALTH INC | $4,004,570 | +9.5% | 8,829 | 0.0% | 0.45% | +7.7% | |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $3,984,230 | -7.8% | 58,583 | -9.8% | 0.45% | -9.2% |
| CVE | Sell | CENOVUS ENERGY INC | $3,932,042 | +7.3% | 190,889 | -11.7% | 0.44% | +5.5% |
| BIP | Sell | BROOKFIELD INFRAST PARTNERSlp int unit | $3,589,395 | -16.7% | 122,150 | -0.2% | 0.40% | -18.0% |
| PFE | Sell | PFIZER INC | $3,578,661 | -10.1% | 108,084 | -2.3% | 0.40% | -11.7% |
| AEM | Sell | AGNICO EAGLE MINES LTD | $3,310,935 | -7.1% | 69,252 | -0.5% | 0.37% | -8.6% |
| BAX | Buy | BAXTER INTL INC | $3,297,573 | -28.6% | 100,720 | +1.1% | 0.37% | -29.7% |
| Buy | CANADIAN PACIFIC KANSAS CITY | $3,040,152 | +13.7% | 41,210 | +19.0% | 0.34% | +11.8% | |
| FNV | Sell | FRANCO NEV CORP | $2,979,884 | -15.0% | 21,655 | -12.2% | 0.33% | -16.3% |
| WFC | Sell | WELLS FARGO CO NEW | $2,927,217 | -8.5% | 73,752 | -0.3% | 0.33% | -9.9% |
| WCN | Sell | WASTE CONNECTIONS INC | $2,882,496 | +2.5% | 20,767 | -0.1% | 0.32% | +0.9% |
| NKE | Buy | NIKE INCcl b | $2,846,348 | -5.9% | 28,853 | +2.8% | 0.32% | -7.3% |
| COPX | New | GLOBAL X FDSglobal x copper | $2,821,241 | – | 78,960 | +100.0% | 0.32% | – |
| Buy | THOMSON REUTERS CORP. | $2,684,064 | +1.2% | 20,913 | +0.3% | 0.30% | -0.7% | |
| MMM | Buy | 3M CO | $2,597,628 | -9.2% | 28,738 | +2.0% | 0.29% | -10.5% |
| RTX | Sell | RTX CORPORATION | $2,569,149 | -35.6% | 35,045 | -14.9% | 0.29% | -36.6% |
| SBUX | Buy | STARBUCKS CORP | $2,491,937 | -4.7% | 27,101 | +4.8% | 0.28% | -6.1% |
| DIS | Sell | DISNEY WALT CO | $2,475,499 | -7.4% | 29,175 | -1.6% | 0.28% | -8.9% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $2,471,775 | -12.6% | 66,535 | -4.2% | 0.28% | -14.0% |
| TIP | New | ISHARES TRtips bd etf | $2,448,777 | – | 23,630 | +100.0% | 0.27% | – |
| TAC | Buy | TRANSALTA CORP | $2,294,619 | +1615.3% | 259,392 | +1766.1% | 0.26% | +1613.3% |
| LLY | Sell | ELI LILLY & CO | $2,248,615 | +33.3% | 3,715 | -3.0% | 0.25% | +31.2% |
| CME | Buy | CME GROUP INC | $2,067,878 | +47.6% | 9,525 | +23.3% | 0.23% | +45.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,001,512 | +14.7% | 14,125 | -3.2% | 0.22% | +13.1% |
| T | Sell | AT&T INC | $1,986,609 | -2.9% | 134,503 | -0.6% | 0.22% | -4.7% |
| PXD | Sell | PIONEER NAT RES CO | $1,862,743 | -3.9% | 7,735 | -13.8% | 0.21% | -5.5% |
| FMS | Buy | FRESENIUS MED CARE AG&CO KGAsponsored adr | $1,830,447 | -31.0% | 105,990 | +2.6% | 0.20% | -32.1% |
| VOO | New | VANGUARD INDEX FDS | $1,760,083 | – | 4,390 | +100.0% | 0.20% | – |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $1,750,169 | -20.0% | 19,115 | -20.0% | 0.20% | -21.3% |
| WOOD | New | ISHARES TRgl timb fore etf | $1,706,314 | – | 22,830 | +100.0% | 0.19% | – |
| BEP | Buy | BROOKFIELD RENEWABLE PARTNERpartnership unit | $1,705,837 | -20.8% | 75,459 | +1.0% | 0.19% | -22.0% |
| BLK | Buy | BLACKROCK INC | $1,669,657 | +580.4% | 2,598 | +668.6% | 0.19% | +567.9% |
| OTEX | Buy | OPEN TEXT CORP | $1,657,374 | -0.3% | 45,730 | +9.5% | 0.18% | -2.1% |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $1,645,542 | – | 12,610 | +100.0% | 0.18% | – |
| TECK | Sell | TECK RESOURCES LTDcl b | $1,545,425 | -3.4% | 37,351 | -4.6% | 0.17% | -4.9% |
| AQN | Buy | ALGONQUIN PWR UTILS CORP | $1,528,388 | -19.0% | 255,174 | +4.8% | 0.17% | -20.5% |
| IBB | New | ISHARES TRishares biotech | $1,445,235 | – | 11,690 | +100.0% | 0.16% | – |
| INTU | Buy | INTUIT | $1,420,023 | +67.6% | 2,622 | +47.6% | 0.16% | +65.6% |
| CCJ | Buy | CAMECO CORP | $1,415,490 | +25.9% | 37,821 | +2.9% | 0.16% | +23.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,286,055 | +6.8% | 3,691 | +5.9% | 0.14% | +5.1% |
| VRSK | Buy | VERISK ANALYTICS INC | $1,247,191 | +10.6% | 5,080 | +2.0% | 0.14% | +9.4% |
| PANW | Buy | PALO ALTO NETWORKS INC | $1,134,044 | +36.4% | 4,375 | +22.4% | 0.13% | +33.7% |
| UPS | UNITED PARCEL SERVICE INCcl b | $1,072,346 | -16.7% | 6,905 | 0.0% | 0.12% | -17.8% | |
| LINDE PLC | $1,066,335 | +1.1% | 2,816 | 0.0% | 0.12% | -0.8% | ||
| ROP | ROPER TECHNOLOGIES INC | $957,873 | +5.2% | 1,908 | 0.0% | 0.11% | +2.9% | |
| TRV | Sell | TRAVELERS COMPANIES INC | $898,615 | -23.3% | 5,533 | -19.1% | 0.10% | -24.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $864,173 | -4.2% | 2,765 | -3.8% | 0.10% | -5.8% |
| BKNG | Buy | BOOKING HOLDINGS INC | $838,642 | +11.0% | 273 | +0.7% | 0.09% | +9.3% |
| DHR | Buy | DANAHER CORPORATION | $821,568 | -7.7% | 3,796 | +1.5% | 0.09% | -8.9% |
| Buy | ON HLDG AGnamen akt a | $753,363 | -17.3% | 30,550 | +9.3% | 0.08% | -19.2% | |
| GIB | CGI INCcl a sub vtg | $702,096 | +0.3% | 6,879 | 0.0% | 0.08% | -1.2% | |
| INTC | Sell | INTEL CORP | $651,743 | +7.1% | 17,672 | -1.3% | 0.07% | +5.8% |
| V | Buy | VISA INC | $613,946 | +48.2% | 2,605 | +52.3% | 0.07% | +46.8% |
| PDS | Sell | PRECISION DRILLING CORP | $615,271 | +19.1% | 9,842 | -3.0% | 0.07% | +16.9% |
| GLW | CORNING INC | $588,838 | -18.2% | 20,235 | 0.0% | 0.07% | -19.5% | |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $592,395 | – | 10,290 | +100.0% | 0.07% | – |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $578,602 | -39.3% | 7,145 | -39.2% | 0.06% | -39.8% |
| PM | PHILIP MORRIS INTL INC | $568,215 | -5.9% | 6,100 | 0.0% | 0.06% | -7.2% | |
| COP | Sell | CONOCOPHILLIPS | $564,401 | -3.9% | 4,847 | -12.9% | 0.06% | -6.0% |
| BAC | Buy | BANK AMERICA CORP | $558,828 | +8.3% | 20,682 | +17.6% | 0.06% | +6.8% |
| BA | Sell | BOEING CO | $534,291 | -34.4% | 2,725 | -27.3% | 0.06% | -35.5% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $525,796 | -10.7% | 7,183 | -8.3% | 0.06% | -11.9% |
| AMZN | Buy | AMAZON COM INC | $527,320 | +6.9% | 4,000 | +6.1% | 0.06% | +5.4% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $517,630 | +1.1% | 2,075 | -8.8% | 0.06% | 0.0% |
| New | DIMENSIONAL ETF TRUSTemerging mkts co | $480,907 | – | 20,300 | +100.0% | 0.05% | – | |
| TSLA | TESLA INC | $460,696 | -1.9% | 1,760 | 0.0% | 0.05% | -1.9% | |
| HD | Sell | HOME DEPOT INC | $447,373 | -32.9% | 1,501 | -28.6% | 0.05% | -34.2% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $427,489 | -2.6% | 1,975 | 0.0% | 0.05% | -4.0% | |
| SHOP | Sell | SHOPIFY INCcl a | $428,034 | -20.5% | 7,850 | -6.5% | 0.05% | -21.3% |
| ABCB | AMERIS BANCORP | $428,697 | +8.6% | 10,900 | 0.0% | 0.05% | +6.7% | |
| MO | ALTRIA GROUP INC | $421,344 | -6.9% | 9,900 | 0.0% | 0.05% | -7.8% | |
| BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $407,672 | -20.1% | 16,867 | +2.8% | 0.05% | -20.7% |
| GIL | Buy | GILDAN ACTIVEWEAR INC | $395,362 | +35.6% | 13,310 | +44.1% | 0.04% | +33.3% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $388,685 | -32.9% | 789 | -28.4% | 0.04% | -34.8% |
| CPG | CRESCENT PT ENERGY CORP | $387,397 | +12.8% | 48,649 | 0.0% | 0.04% | +10.3% | |
| WPM | Sell | WHEATON PRECIOUS METALS CORP | $376,612 | -12.3% | 9,020 | -10.0% | 0.04% | -14.3% |
| EEMS | New | ISHARES INCem mkt sm-cp etf | $362,197 | – | 6,630 | +100.0% | 0.04% | – |
| EMXC | New | ISHARES INCmsci emrg chn | $362,447 | – | 7,210 | +100.0% | 0.04% | – |
| QSR | RESTAURANT BRANDS INTL INC | $357,190 | -12.1% | 5,504 | 0.0% | 0.04% | -13.0% | |
| PG | Buy | PROCTER AND GAMBLE CO | $360,646 | -0.7% | 2,522 | +3.3% | 0.04% | -2.4% |
| CSCO | CISCO SYS INC | $346,375 | +5.8% | 6,455 | 0.0% | 0.04% | +5.4% | |
| FB | Sell | META PLATFORMS INCcl a | $336,671 | +5.0% | 1,027 | -1.0% | 0.04% | +5.6% |
| AGG | Buy | ISHARES TRcore us aggbd et | $331,150 | +2.0% | 3,521 | +6.0% | 0.04% | 0.0% |
| BMY | BRISTOL-MYERS SQUIBB CO | $328,570 | -9.0% | 5,800 | 0.0% | 0.04% | -9.8% | |
| MKTX | New | MARKETAXESS HLDGS INC | $308,750 | – | 1,305 | +100.0% | 0.04% | – |
| ICSH | Buy | ISHARES TRblackrock ultra | $291,566 | +26.2% | 5,800 | +26.1% | 0.03% | +26.9% |
| CL | Buy | COLGATE PALMOLIVE CO | $276,513 | -3.6% | 4,015 | +5.2% | 0.03% | -6.1% |
| VZ | VERIZON COMMUNICATIONS INC | $279,900 | -9.8% | 8,897 | 0.0% | 0.03% | -11.4% | |
| EL | LAUDER ESTEE COS INCcl a | $278,051 | -26.5% | 1,980 | 0.0% | 0.03% | -27.9% | |
| LQDH | Buy | ISHARES U S ETF TRint rt hdg c b | $265,854 | +27.8% | 2,879 | +28.6% | 0.03% | +25.0% |
| NVDA | Buy | NVIDIA CORPORATION | $245,732 | +17.8% | 525 | +10.5% | 0.03% | +12.5% |
| BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $239,821 | -22.3% | 7,003 | +3.2% | 0.03% | -22.9% |
| UNP | UNION PAC CORP | $240,902 | +0.3% | 1,150 | 0.0% | 0.03% | 0.0% | |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | $233,354 | -2.6% | 2,200 | 0.0% | 0.03% | -3.7% | |
| MRK | Sell | MERCK & CO INC | $232,785 | -33.4% | 2,250 | -30.8% | 0.03% | -35.0% |
| PSX | PHILLIPS 66 | $231,193 | +12.0% | 2,088 | 0.0% | 0.03% | +13.0% | |
| BBU | Sell | BROOKFIELD BUSINESS PARTNERSunit ltd l p | $212,703 | -24.0% | 13,939 | -11.0% | 0.02% | -25.0% |
| CLS | New | CELESTICA INC | $215,460 | – | 8,085 | +100.0% | 0.02% | – |
| PRU | Sell | PRUDENTIAL FINL INC | $209,166 | +0.3% | 2,205 | -2.9% | 0.02% | -4.2% |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $123,442 | -7.8% | 16,350 | 0.0% | 0.01% | -6.7% | |
| UUUU | ENERGY FUELS INC | $97,417 | +27.9% | 12,750 | 0.0% | 0.01% | +22.2% | |
| HL | HECLA MNG CO | $78,600 | -32.6% | 20,000 | 0.0% | 0.01% | -30.8% | |
| KULR | KULR TECHNOLOGY GROUP INC | $4,000 | -50.0% | 10,000 | 0.0% | 0.00% | -100.0% | |
| PBR | Exit | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | -11,000 | -100.0% | -0.02% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,021 | -100.0% | -0.02% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -4,000 | -100.0% | -0.02% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -2,325 | -100.0% | -0.03% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -750 | -100.0% | -0.03% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -3,500 | -100.0% | -0.03% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -3,376 | -100.0% | -0.04% | – |
| MOS | Exit | MOSAIC CO NEW | $0 | – | -11,525 | -100.0% | -0.05% | – |
| BXP | Exit | BOSTON PROPERTIES INC | $0 | – | -7,050 | -100.0% | -0.05% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -6,306 | -100.0% | -0.06% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -2,260 | -100.0% | -0.06% | – |
| CF | Exit | CF INDS HLDGS INC | $0 | – | -7,750 | -100.0% | -0.06% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -4,250 | -100.0% | -0.09% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -7,315 | -100.0% | -0.09% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -7,165 | -100.0% | -0.14% | – |
| ABB | Exit | ABB LTDsponsored adr | $0 | – | -227,960 | -100.0% | -1.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TORONTO DOMINION BK ONT | 42 | Q3 2023 | 7.6% |
| ROYAL BK CDA SUSTAINABL | 42 | Q3 2023 | 6.9% |
| BANK N S HALIFAX | 42 | Q3 2023 | 5.8% |
| BANK MONTREAL QUE | 42 | Q3 2023 | 4.3% |
| CDN IMPERIAL BK OF COMMERCE | 42 | Q3 2023 | 3.7% |
| CANADIAN NATL RY CO | 42 | Q3 2023 | 3.9% |
| BCE INC | 42 | Q3 2023 | 3.9% |
| ENBRIDGE INC | 42 | Q3 2023 | 2.9% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.2% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.4% |
View GUARDIAN CAPITAL ADVISORS LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-15 |
View GUARDIAN CAPITAL ADVISORS LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.