$122 Million is the total value of Guardian Wealth Advisors, LLC's 64 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $561,000 | -2.3% | 172 | 0.0% | 0.46% | +0.2% | |
| UNH | UNITEDHEALTH GROUP INC | $548,000 | +1.5% | 1,075 | 0.0% | 0.45% | +4.2% | |
| GGG | GRACO INC | $532,000 | -13.5% | 7,630 | 0.0% | 0.44% | -11.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 12 | Q3 2023 | 21.7% |
| VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 11.3% |
| ISHARES TR | 12 | Q3 2023 | 9.8% |
| ISHARES TR | 12 | Q3 2023 | 7.9% |
| ISHARES TR | 12 | Q3 2023 | 7.9% |
| ISHARES TR | 12 | Q3 2023 | 6.7% |
| INVESCO QQQ TR | 12 | Q3 2023 | 5.5% |
| SPDR SER TR | 12 | Q3 2023 | 4.4% |
| ISHARES TR | 12 | Q3 2023 | 5.1% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 5.7% |
View Guardian Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-08 |
| 13F-HR/A | 2023-05-18 |
| 13F-HR/A | 2023-05-18 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-09 |
View Guardian Wealth Advisors, LLC'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.