$876 Million is the total value of GUARDIAN CAPITAL ADVISORS LP's 171 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 15.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TD | Buy | TORONTO DOMINION BK ONT | $66,387,000 | +58.5% | 803,324 | +8.9% | 7.58% | +34.2% |
RY | Buy | ROYAL BK CDA | $60,818,000 | +44.6% | 520,456 | +2.4% | 6.94% | +22.5% |
BNS | Buy | BANK NOVA SCOTIA B C | $44,793,000 | +47.8% | 579,264 | +1.9% | 5.12% | +25.1% |
BMO | Buy | BANK MONTREAL QUE | $38,005,000 | +49.8% | 335,128 | +0.0% | 4.34% | +26.8% |
CNI | Buy | CANADIAN NATL RY CO | $25,987,000 | +4.5% | 226,026 | +0.3% | 2.97% | -11.5% |
BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $23,595,000 | +15.6% | 528,970 | +0.6% | 2.69% | -2.1% |
MSFT | Buy | MICROSOFT CORP | $23,550,000 | +17.3% | 92,141 | +0.0% | 2.69% | -0.6% |
CM | Sell | CANADIAN IMP BK COMM | $23,342,000 | +12.9% | 238,992 | -0.9% | 2.66% | -4.4% |
BCE | Buy | BCE INC | $20,283,000 | +6.8% | 446,131 | +3.1% | 2.32% | -9.5% |
ENB | Buy | ENBRIDGE INC | $19,491,000 | +17.9% | 535,172 | +7.4% | 2.23% | -0.2% |
JNJ | Sell | JOHNSON & JOHNSON | $16,894,000 | +0.3% | 105,639 | -0.6% | 1.93% | -15.0% |
JPM | Sell | JPMORGAN CHASE & CO | $16,799,000 | +19.8% | 111,098 | -0.4% | 1.92% | +1.4% |
NTR | Buy | NUTRIEN LTD | $15,493,000 | +13.0% | 277,881 | +1.1% | 1.77% | -4.3% |
TU | Buy | TELUS CORPORATION | $14,785,000 | +4.1% | 735,201 | +4.4% | 1.69% | -11.9% |
PEP | Sell | PEPSICO INC | $13,220,000 | -2.5% | 93,030 | -0.7% | 1.51% | -17.4% |
WMT | Buy | WALMART INC | $12,960,000 | +2.9% | 93,021 | +7.6% | 1.48% | -12.8% |
EMR | Buy | EMERSON ELEC CO | $12,867,000 | +15.9% | 140,559 | +0.5% | 1.47% | -1.8% |
QCOM | Sell | QUALCOMM INC | $12,421,000 | -12.5% | 92,181 | -1.0% | 1.42% | -25.9% |
MCD | Buy | MCDONALDS CORP | $12,133,000 | +10.2% | 52,682 | +1.2% | 1.38% | -6.7% |
DUK | Buy | DUKE ENERGY CORP NEW | $11,880,000 | +12.0% | 120,258 | +1.7% | 1.36% | -5.1% |
BHP | Buy | BHP GROUP LTDsponsored ads | $11,823,000 | +5.4% | 162,607 | +0.7% | 1.35% | -10.8% |
RCI | Buy | ROGERS COMMUNICATIONS INCcl b | $11,094,000 | +6.6% | 233,071 | +7.3% | 1.27% | -9.7% |
SLF | Buy | SUN LIFE FINANCIAL INC. | $10,993,000 | +15.6% | 216,001 | +1.0% | 1.26% | -2.1% |
TRP | Buy | TC ENERGY CORP | $10,879,000 | +15.7% | 233,579 | +4.6% | 1.24% | -2.1% |
AAPL | Buy | APPLE INC | $9,673,000 | +5.0% | 73,260 | +4.2% | 1.10% | -11.0% |
NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $9,622,000 | +5.7% | 157,190 | +2.5% | 1.10% | -10.5% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $9,403,000 | +4.6% | 77,816 | -2.4% | 1.07% | -11.4% |
CNQ | Sell | CANADIAN NAT RES LTD | $9,250,000 | +12.0% | 300,680 | -4.5% | 1.06% | -5.1% |
SU | Buy | SUNCOR ENERGY INC NEW | $9,181,000 | +23.3% | 436,134 | +6.3% | 1.05% | +4.4% |
UL | Buy | UNILEVER PLCspon adr new | $9,092,000 | -6.0% | 160,462 | +0.5% | 1.04% | -20.4% |
CVX | Buy | CHEVRON CORP NEW | $8,833,000 | +21.0% | 84,716 | +0.9% | 1.01% | +2.4% |
MGA | Buy | MAGNA INTL INC | $8,724,000 | +28.9% | 94,699 | +1.4% | 1.00% | +9.1% |
T | Buy | AT&T INC | $8,456,000 | +4.4% | 284,424 | +2.8% | 0.97% | -11.5% |
SNY | Buy | SANOFIsponsored adr | $8,438,000 | +5.2% | 167,957 | +2.0% | 0.96% | -10.9% |
DEO | Buy | DIAGEO PLCspon adr new | $8,369,000 | +12.6% | 48,081 | +3.8% | 0.96% | -4.6% |
ORCL | Sell | ORACLE CORP | $8,280,000 | +21.7% | 107,780 | -0.2% | 0.95% | +3.2% |
NVO | Buy | NOVO-NORDISK A Sadr | $8,280,000 | +2.8% | 117,363 | +3.2% | 0.95% | -12.9% |
ABB | Sell | ABB LTDsponsored adr | $8,259,000 | +8.6% | 261,442 | -0.6% | 0.94% | -8.1% |
INTC | Sell | INTEL CORP | $8,059,000 | +26.2% | 125,543 | -0.5% | 0.92% | +6.9% |
BAX | Buy | BAXTER INTL INC | $7,480,000 | +9.6% | 88,372 | +5.1% | 0.85% | -7.3% |
PBA | Buy | PEMBINA PIPELINE CORP | $6,632,000 | +19.7% | 227,754 | +4.0% | 0.76% | +1.3% |
TXN | Buy | TEXAS INSTRS INC | $5,959,000 | +18.5% | 31,309 | +1.7% | 0.68% | +0.3% |
BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $5,753,000 | +14.4% | 106,015 | +3.9% | 0.66% | -3.1% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $5,733,000 | +8.3% | 65,839 | +1.3% | 0.66% | -8.3% |
ING | New | ING GROEP N.V.sponsored adr | $5,605,000 | – | 449,115 | +100.0% | 0.64% | – |
UNH | Buy | UNITEDHEALTH GROUP INC | $5,418,000 | +12.0% | 14,423 | +2.8% | 0.62% | -5.1% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $5,153,000 | +10.2% | 12,524 | -0.5% | 0.59% | -6.7% |
PFE | Buy | PFIZER INC | $5,143,000 | +6.2% | 138,354 | +6.2% | 0.59% | -10.1% |
TTE | Buy | TOTAL SEsponsored ads | $5,118,000 | +6.0% | 112,402 | +1.2% | 0.58% | -10.3% |
ANTM | Sell | ANTHEM INC | $4,937,000 | +13.6% | 13,616 | -1.3% | 0.56% | -3.8% |
IMO | Buy | IMPERIAL OIL LTD | $4,829,000 | +32.1% | 190,516 | +9.1% | 0.55% | +11.8% |
SAP | Buy | SAP SEspon adr | $4,634,000 | +12.9% | 34,082 | +7.9% | 0.53% | -4.3% |
BEP | Buy | BROOKFIELD RENEWABLE PARTNERpartnership unit | $4,542,000 | -1.5% | 107,647 | +6.5% | 0.52% | -16.6% |
AXP | Buy | AMERICAN EXPRESS CO | $4,459,000 | +26.5% | 30,245 | +1.9% | 0.51% | +7.2% |
FTS | Buy | FORTIS INC | $4,418,000 | +14.5% | 102,029 | +6.3% | 0.50% | -2.9% |
AZN | Sell | ASTRAZENECA PLCsponsored adr | $4,242,000 | -2.1% | 85,120 | -0.4% | 0.48% | -17.1% |
WFC | Sell | WELLS FARGO CO NEW | $4,221,000 | +29.3% | 100,522 | -6.0% | 0.48% | +9.5% |
NVS | Buy | NOVARTIS AGsponsored adr | $4,006,000 | -6.4% | 46,173 | +2.0% | 0.46% | -20.8% |
EMQQ | Buy | EXCHANGE TRADED CONCEPTS TRemqq em intern | $3,971,000 | +58.5% | 62,100 | +63.6% | 0.45% | +34.0% |
FNV | Buy | FRANCO NEV CORP | $3,891,000 | +22.1% | 29,773 | +22.9% | 0.44% | +3.3% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $3,754,000 | +27.9% | 9,922 | +17.5% | 0.43% | +8.3% |
AMZN | Buy | AMAZON COM INC | $3,696,000 | +28.5% | 1,109 | +24.0% | 0.42% | +8.8% |
MMM | Buy | 3M CO | $3,660,000 | +18.3% | 18,603 | +3.1% | 0.42% | +0.2% |
WCN | Buy | WASTE CONNECTIONS INC | $3,473,000 | +36.9% | 30,954 | +23.5% | 0.40% | +16.1% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $3,228,000 | +33.1% | 1,440 | +3.3% | 0.37% | +12.8% |
MUFG | Sell | MITSUBISHI UFJ FINL GROUP INsponsored ads | $3,208,000 | +9.2% | 593,065 | -11.0% | 0.37% | -7.6% |
MFC | Buy | MANULIFE FINL CORP | $3,167,000 | +28.0% | 149,232 | +7.6% | 0.36% | +8.4% |
AQN | Sell | ALGONQUIN PWR UTILS CORP | $2,977,000 | -4.8% | 187,545 | -2.5% | 0.34% | -19.4% |
NKE | Buy | NIKE INCcl b | $2,814,000 | -3.9% | 21,276 | +2.6% | 0.32% | -18.7% |
GLW | Sell | CORNING INC | $2,751,000 | +11.3% | 60,805 | -12.3% | 0.31% | -5.7% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $2,570,000 | +12.5% | 32,960 | +0.1% | 0.29% | -4.9% |
ORAN | Sell | ORANGEsponsored adr | $2,424,000 | -6.4% | 197,210 | -7.1% | 0.28% | -20.6% |
GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $2,182,000 | -6.1% | 60,397 | -2.0% | 0.25% | -20.4% |
BA | Buy | BOEING CO | $2,074,000 | +178.0% | 8,215 | +133.0% | 0.24% | +134.7% |
AEM | Buy | AGNICO EAGLE MINES LTD | $2,074,000 | -11.8% | 34,700 | +8.9% | 0.24% | -25.2% |
GOOG | Sell | ALPHABET INCcap stk cl c | $1,941,000 | +21.7% | 861 | -6.0% | 0.22% | +3.3% |
DIS | Buy | DISNEY WALT CO | $1,898,000 | +8.8% | 10,126 | +3.6% | 0.22% | -7.7% |
SHY | Sell | ISHARES TR1 3 yr treas bd | $1,887,000 | -6.4% | 21,875 | -6.2% | 0.22% | -21.0% |
CRM | Buy | SALESFORCE COM INC | $1,845,000 | +80.9% | 8,092 | +75.7% | 0.21% | +52.9% |
COST | Buy | COSTCO WHSL CORP NEW | $1,717,000 | +27.8% | 4,727 | +32.3% | 0.20% | +8.3% |
TRV | Sell | TRAVELERS COMPANIES INC | $1,647,000 | +13.0% | 10,596 | -2.3% | 0.19% | -4.6% |
TRI | Sell | THOMSON REUTERS CORP. | $1,512,000 | -3.0% | 16,892 | -11.4% | 0.17% | -17.6% |
FMS | Buy | FRESENIUS MED CARE AG&CO KGAsponsored adr | $1,509,000 | +5.4% | 40,048 | +20.7% | 0.17% | -10.9% |
CP | Buy | CANADIAN PAC RY LTD | $1,410,000 | +25.2% | 3,837 | +19.7% | 0.16% | +5.9% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,402,000 | +10.1% | 7,955 | +1.0% | 0.16% | -7.0% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $1,322,000 | +51.8% | 5,525 | +52.4% | 0.15% | +29.1% |
GIB | Buy | CGI INCcl a sub vtg | $1,308,000 | +26.9% | 15,543 | +19.5% | 0.15% | +7.2% |
CMCSA | Buy | COMCAST CORP NEWcl a | $1,267,000 | +12.4% | 23,780 | +5.4% | 0.14% | -4.6% |
BIL | Sell | SPDR SER TRspdr bloomberg | $1,228,000 | -3.2% | 13,425 | -3.1% | 0.14% | -18.1% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,222,000 | +17.3% | 4,566 | -0.4% | 0.14% | 0.0% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $1,182,000 | +69.8% | 15,050 | +100.7% | 0.14% | +43.6% |
ILMN | Buy | ILLUMINA INC | $1,170,000 | +13.5% | 2,940 | +6.9% | 0.13% | -3.6% |
SLV | Sell | ISHARES SILVER TRishares | $999,000 | -63.5% | 42,350 | -60.2% | 0.11% | -69.1% |
APTV | Sell | APTIV PLC | $939,000 | -12.6% | 6,600 | -18.0% | 0.11% | -26.2% |
CME | Buy | CME GROUP INC | $917,000 | +58.4% | 4,435 | +37.1% | 0.10% | +34.6% |
NVDA | Buy | NVIDIA CORPORATION | $908,000 | +129.9% | 1,486 | +101.9% | 0.10% | +96.2% |
WM | Buy | WASTE MGMT INC DEL | $900,000 | +183.9% | 6,725 | +144.5% | 0.10% | +139.5% |
ABCB | AMERIS BANCORP | $857,000 | +29.5% | 16,920 | 0.0% | 0.10% | +10.1% | |
HYG | Sell | ISHARES TRiboxx hi yd etf | $840,000 | -11.5% | 9,640 | -11.4% | 0.10% | -25.0% |
FCX | Sell | FREEPORT-MCMORAN INCcl b | $824,000 | +7.6% | 22,700 | -15.9% | 0.09% | -8.7% |
ACN | ACCENTURE PLC IRELAND | $804,000 | +10.3% | 2,825 | 0.0% | 0.09% | -6.1% | |
BEPC | Sell | BROOKFIELD RENEWABLE CORPcl a sub vtg | $796,000 | -27.6% | 17,372 | -5.5% | 0.09% | -38.5% |
CCJ | Sell | CAMECO CORP | $746,000 | +8.6% | 45,853 | -3.3% | 0.08% | -8.6% |
LLY | Sell | LILLY ELI & CO | $732,000 | +8.4% | 4,000 | -1.5% | 0.08% | -7.7% |
CVE | Sell | CENOVUS ENERGY INC | $724,000 | +16.6% | 92,205 | -2.3% | 0.08% | -1.2% |
PM | Sell | PHILIP MORRIS INTL INC | $706,000 | +9.1% | 7,750 | -1.3% | 0.08% | -6.9% |
QSR | New | RESTAURANT BRANDS INTL INC | $688,000 | – | 10,665 | +100.0% | 0.08% | – |
SJR | Buy | SHAW COMMUNICATIONS INCcl b conv | $671,000 | +66.9% | 25,221 | +12.0% | 0.08% | +42.6% |
FB | Sell | FACEBOOK INCcl a | $673,000 | +2.9% | 2,222 | -7.9% | 0.08% | -12.5% |
SHOP | Buy | SHOPIFY INCcl a | $666,000 | +56.0% | 575 | +49.4% | 0.08% | +31.0% |
MKTX | Sell | MARKETAXESS HLDGS INC | $661,000 | -4.2% | 1,235 | -0.8% | 0.08% | -19.4% |
BBU | Buy | BROOKFIELD BUSINESS PARTNERSunit ltd l p | $654,000 | +9.5% | 16,497 | +6.5% | 0.08% | -6.2% |
PDS | Sell | PRECISION DRILLING CORP | $641,000 | +31.4% | 24,482 | -4.3% | 0.07% | +10.6% |
MRK | Buy | MERCK & CO. INC | $613,000 | -3.3% | 8,022 | +2.6% | 0.07% | -17.6% |
CSCO | Sell | CISCO SYS INC | $603,000 | +14.9% | 11,738 | -1.7% | 0.07% | -2.8% |
LYB | Buy | LYONDELLBASELL INDUSTRIES N | $603,000 | +21.3% | 5,635 | +4.6% | 0.07% | +3.0% |
PKX | Buy | POSCOsponsored adr | $593,000 | +38.2% | 7,850 | +19.8% | 0.07% | +17.2% |
PANW | Buy | PALO ALTO NETWORKS INC | $599,000 | +14.1% | 1,660 | +10.7% | 0.07% | -4.2% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $584,000 | +35.5% | 9,150 | +30.7% | 0.07% | +15.5% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $568,000 | -34.5% | 4,330 | -31.6% | 0.06% | -44.4% |
MO | ALTRIA GROUP INC | $566,000 | +26.1% | 11,025 | 0.0% | 0.06% | +6.6% | |
HON | HONEYWELL INTL INC | $533,000 | +9.9% | 2,325 | 0.0% | 0.06% | -6.2% | |
REGN | New | REGENERON PHARMACEUTICALS | $529,000 | – | 1,100 | +100.0% | 0.06% | – |
CL | Buy | COLGATE PALMOLIVE CO | $528,000 | +12.1% | 6,645 | +19.2% | 0.06% | -6.2% |
UNP | UNION PAC CORP | $501,000 | +8.4% | 2,250 | 0.0% | 0.06% | -8.1% | |
BPY | Sell | BROOKFIELD PROPERTY PARTRS Lunit ltd partn | $493,000 | -5.0% | 28,185 | -8.3% | 0.06% | -20.0% |
CPG | Sell | CRESCENT PT ENERGY CORP | $490,000 | +25.3% | 123,671 | -17.6% | 0.06% | +5.7% |
MCK | Buy | MCKESSON CORP | $474,000 | +47.2% | 2,485 | +35.4% | 0.05% | +25.6% |
BBL | Buy | BHP GROUP PLCsponsored adr | $469,000 | +11.7% | 7,640 | +3.0% | 0.05% | -5.3% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $453,000 | -9.9% | 7,850 | -8.6% | 0.05% | -23.5% |
BAC | Buy | BK OF AMERICA CORP | $457,000 | +47.9% | 11,451 | +12.3% | 0.05% | +23.8% |
EFA | Buy | ISHARES TRmsci eafe etf | $443,000 | +5.7% | 5,679 | +0.4% | 0.05% | -8.9% |
ROP | Sell | ROPER TECHNOLOGIES INC | $440,000 | -0.5% | 1,050 | -0.5% | 0.05% | -16.7% |
COP | CONOCOPHILLIPS | $413,000 | +25.9% | 7,843 | 0.0% | 0.05% | +6.8% | |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $412,000 | -18.6% | 6,320 | -11.7% | 0.05% | -30.9% |
TLT | New | ISHARES TR20 yr tr bd etf | $400,000 | – | 2,900 | +100.0% | 0.05% | – |
OTEX | Sell | OPEN TEXT CORP | $396,000 | -0.8% | 8,146 | -7.3% | 0.04% | -16.7% |
ADP | AUTOMATIC DATA PROCESSING IN | $397,000 | +13.4% | 2,075 | 0.0% | 0.04% | -4.3% | |
SPG | New | SIMON PPTY GROUP INC NEW | $392,000 | – | 3,450 | +100.0% | 0.04% | – |
GOLD | Buy | BARRICK GOLD CORP | $390,000 | -3.0% | 18,820 | +13.2% | 0.04% | -16.7% |
DLTR | Sell | DOLLAR TREE INC | $387,000 | -10.2% | 3,365 | -16.3% | 0.04% | -24.1% |
CLS | Sell | CELESTICA INC | $364,000 | -14.8% | 44,150 | -17.5% | 0.04% | -27.6% |
GIL | GILDAN ACTIVEWEAR INC | $362,000 | +16.0% | 11,195 | 0.0% | 0.04% | -2.4% | |
BHC | Sell | BAUSCH HEALTH COS INC | $348,000 | -6.7% | 11,710 | -31.9% | 0.04% | -20.0% |
WFG | New | WEST FRASER TIMBER CO LTD | $343,000 | – | 4,159 | +100.0% | 0.04% | – |
V | Buy | VISA INC | $329,000 | +7.2% | 1,483 | +3.8% | 0.04% | -7.3% |
PXD | Buy | PIONEER NAT RES CO | $325,000 | +33.7% | 2,125 | +6.2% | 0.04% | +12.1% |
COF | Sell | CAPITAL ONE FINL CORP | $302,000 | +16.2% | 2,225 | -14.4% | 0.03% | -2.9% |
PG | PROCTER AND GAMBLE CO | $298,000 | -2.3% | 2,201 | 0.0% | 0.03% | -17.1% | |
FDX | New | FEDEX CORP | $295,000 | – | 1,025 | +100.0% | 0.03% | – |
CVS | Sell | CVS HEALTH CORP | $295,000 | -1.7% | 3,935 | -7.6% | 0.03% | -15.0% |
WPM | Buy | WHEATON PRECIOUS METALS CORP | $293,000 | +2.4% | 7,385 | +16.4% | 0.03% | -15.4% |
VRSK | Buy | VERISK ANALYTICS INC | $279,000 | +16.7% | 1,535 | +29.5% | 0.03% | 0.0% |
BLK | BLACKROCK INC | $260,000 | +12.1% | 325 | 0.0% | 0.03% | -3.2% | |
ABT | Buy | ABBOTT LABS | $261,000 | +24.3% | 2,150 | +13.2% | 0.03% | +7.1% |
HD | HOME DEPOT INC | $250,000 | +20.2% | 780 | 0.0% | 0.03% | +3.6% | |
TECK | Buy | TECK RESOURCES LTDcl b | $253,000 | +15.0% | 11,850 | +4.9% | 0.03% | -3.3% |
WHR | New | WHIRLPOOL CORP | $255,000 | – | 1,100 | +100.0% | 0.03% | – |
PRU | Sell | PRUDENTIAL FINL INC | $246,000 | +12.8% | 2,530 | -10.4% | 0.03% | -3.4% |
AFL | New | AFLAC INC | $234,000 | – | 4,425 | +100.0% | 0.03% | – |
VTI | VANGUARD INDEX FDStotal stk mkt | $236,000 | +10.8% | 1,100 | 0.0% | 0.03% | -6.9% | |
HYGH | New | ISHARES U S ETF TRit rt hdg hgyl | $239,000 | – | 2,723 | +100.0% | 0.03% | – |
LIN | New | LINDE PLC | $225,000 | – | 791 | +100.0% | 0.03% | – |
IMV | IMV INC | $217,000 | -14.6% | 79,164 | 0.0% | 0.02% | -26.5% | |
LMT | New | LOCKHEED MARTIN CORP | $214,000 | – | 550 | +100.0% | 0.02% | – |
EWC | New | ISHARES INCmsci cda etf | $210,000 | – | 5,975 | +100.0% | 0.02% | – |
CIXX | CI FINL CORP | $205,000 | +25.0% | 13,675 | 0.0% | 0.02% | +4.5% | |
PSLV | SPROTT PHYSICAL SILVER TRtr unit | $130,000 | -5.8% | 14,250 | 0.0% | 0.02% | -21.1% | |
HL | HECLA MNG CO | $123,000 | -11.5% | 20,000 | 0.0% | 0.01% | -26.3% | |
IAU | ISHARES GOLD TRishares | $104,000 | 0.0% | 10,000 | 0.0% | 0.01% | -14.3% | |
UUUU | ENERGY FUELS INC | $72,000 | +28.6% | 12,750 | 0.0% | 0.01% | 0.0% | |
BTEGF | Exit | BAYTEX ENERGY CORP | $0 | – | -12,437 | -100.0% | -0.00% | – |
AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -1,730 | -100.0% | -0.03% | – |
KL | Exit | KIRKLAND LAKE GOLD LTD | $0 | – | -5,250 | -100.0% | -0.03% | – |
PE | Exit | PARSLEY ENERGY INCcl a | $0 | – | -16,000 | -100.0% | -0.03% | – |
BIPC | Exit | BROOKFIELD INFRASTRUCTURE CO | $0 | – | -4,100 | -100.0% | -0.04% | – |
TIP | Exit | ISHARES TRtips bd etf | $0 | – | -2,600 | -100.0% | -0.04% | – |
SYK | Exit | STRYKER CORPORATION | $0 | – | -1,485 | -100.0% | -0.05% | – |
CSX | Exit | CSX CORP | $0 | – | -4,075 | -100.0% | -0.05% | – |
GOOS | Exit | CANADA GOOSE HLDGS INC | $0 | – | -14,300 | -100.0% | -0.05% | – |
F | Exit | FORD MTR CO DEL | $0 | – | -59,900 | -100.0% | -0.07% | – |
GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -2,100 | -100.0% | -0.08% | – |
ACWV | Exit | ISHARES INCmsci gbl min vol | $0 | – | -11,900 | -100.0% | -0.16% | – |
HSBC | Exit | HSBC HLDGS PLCspon adr new | $0 | – | -156,402 | -100.0% | -0.55% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-17
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.