Guardian-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  null,
  "LOW",
  "BSX",
  "EXPD",
  "PNR",
  "GIS",
  "MCD",
  "EMR",
  null,
  "IVW",
  "IJH",
  "MDT",
  "MSFT",
  "GPC",
  "HRL",
  "FAST",
  null,
  null,
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "PG",
  null,
  "SPGI",
  "SCHX",
  "SHW",
  null,
  "SPYG",
  "IBM",
  null,
  "TGT",
  "VO",
  "VWO",
  "GGG",
  "AFL",
  "IWR",
  "CAH",
  "AMZN",
  "IVE",
  "VEA",
  "VOO",
  "WMT",
  null,
  null,
  "SCHF",
  null,
  "SYY",
  "SPYV",
  "KMB",
  "ADP",
  "BRK-B",
  "CHRW",
  "CVX",
  "CINF",
  "CB",
  "CTAS",
  "CLX",
  "KO",
  "ED",
  "COST",
  null,
  "QQQ",
  "IWM",
  "XOM",
  "JNJ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 73
Total Value: 155868476
Accession Number: 0001858828-25-000002
Form Type: 13F-HR
CIK: guardian-wealth-advisors
Manager Name: Guardian-Wealth-Advisors

Data Enrichment

85% identified

62 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

73 positions • $155.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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S&P Global Inc.

SPGI|78409V104

Shares:1.9K

Value:$968.2K

% of Portfolio:0.6% ($968.2K/$155.9M)

CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:6.4K

Value:$942.7K

% of Portfolio:0.6% ($942.7K/$155.9M)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:6.7K

Value:$929.0K

% of Portfolio:0.6% ($929.0K/$155.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:7.2K

Value:$858.5K

% of Portfolio:0.6% ($858.5K/$155.9M)

ABBOTT LABORATORIES

ABT|002824100

Shares:6.4K

Value:$853.1K

% of Portfolio:0.5% ($853.1K/$155.9M)

ECOLAB INC.

ECL|278865100

Shares:3.2K

Value:$817.3K

% of Portfolio:0.5% ($817.3K/$155.9M)

Apple Inc.

AAPL|037833100

Shares:3.6K

Value:$797.7K

% of Portfolio:0.5% ($797.7K/$155.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:4.3K

Value:$731.0K

% of Portfolio:0.5% ($731.0K/$155.9M)

3M CO

MMM|88579Y101

Shares:4.7K

Value:$693.2K

% of Portfolio:0.4% ($693.2K/$155.9M)

LOWES COMPANIES INC

LOW|548661107

Shares:2.9K

Value:$680.6K

% of Portfolio:0.4% ($680.6K/$155.9M)

PEPSICO INC

PEP|713448108

Shares:4.5K

Value:$672.9K

% of Portfolio:0.4% ($672.9K/$155.9M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:6.0K

Value:$658.6K

% of Portfolio:0.4% ($658.6K/$155.9M)

GRACO INC

GGG|384109104

Shares:7.5K

Value:$628.2K

% of Portfolio:0.4% ($628.2K/$155.9M)

922908629

VO|922908629

Shares:2.3K

Value:$590.2K

% of Portfolio:0.4% ($590.2K/$155.9M)

464288513

Shares:7.2K

Value:$564.9K

% of Portfolio:0.4% ($564.9K/$155.9M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.1K

Value:$560.5K

% of Portfolio:0.4% ($560.5K/$155.9M)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:5.5K

Value:$507.8K

% of Portfolio:0.3% ($507.8K/$155.9M)

808524805

SCHF|808524805

Shares:25.7K

Value:$507.8K

% of Portfolio:0.3% ($507.8K/$155.9M)

SYSCO CORP

SYY|871829107

Shares:6.7K

Value:$502.7K

% of Portfolio:0.3% ($502.7K/$155.9M)

AMAZON COM INC

AMZN|023135106

Shares:2.6K

Value:$497.5K

% of Portfolio:0.3% ($497.5K/$155.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
S&P Global Inc.(SPGIcusip78409V104)	1.9K	QoQ +4.20% (+77) YoY -1.44% (-28)	All Managers (Combined)	$968.2K	0.6% ($968.2K/$155.9M)	QoQ +6.26% (+$57.1K) YoY +17.68% (-$145.5K)
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	6.4K	QoQ -5.91% (-401) YoY -16.35% (-1.2K)	All Managers (Combined)	$942.7K	0.6% ($942.7K/$155.9M)	QoQ -3.28% (-$32.1K) YoY -0.48% (-$4.6K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	6.7K	QoQ -7.23% (-526) YoY -12.53% (-966)	All Managers (Combined)	$929.0K	0.6% ($929.0K/$155.9M)	QoQ +8.05% (-$69.2K) YoY +7.68% (-$66.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	7.2K	QoQ +4.48% (+310) YoY +0.82% (+59)	All Managers (Combined)	$858.5K	0.6% ($858.5K/$155.9M)	QoQ +15.53% (+$115.4K) YoY +3.16% (+$26.3K)
ABBOTT LABORATORIES(ABTcusip002824100)	6.4K	QoQ +4.14% (+256) YoY +4.70% (+289)	All Managers (Combined)	$853.1K	0.5% ($853.1K/$155.9M)	QoQ +22.14% (+$154.7K) YoY +22.19% (+$155.0K)
ECOLAB INC.(ECLcusip278865100)	3.2K	QoQ -0.03% (-1) YoY -4.30% (-145)	All Managers (Combined)	$817.3K	0.5% ($817.3K/$155.9M)	QoQ +8.15% (-$61.6K) YoY +5.06% (-$39.4K)
Apple Inc.(AAPLcusip037833100)	3.6K	QoQ -0.27% (-10) YoY +5.40% (+184)	All Managers (Combined)	$797.7K	0.5% ($797.7K/$155.9M)	QoQ -11.54% (-$104.1K) YoY +36.53% (+$213.4K)
PROCTER & GAMBLE Co(PGcusip742718109)	4.3K	QoQ +7.38% (+295) YoY +7.35% (+294)	All Managers (Combined)	$731.0K	0.5% ($731.0K/$155.9M)	QoQ +9.15% (+$61.3K) YoY +12.78% (+$82.8K)
3M CO(MMMcusip88579Y101)	4.7K	QoQ -21.58% (-1.3K) YoY -35.21% (-2.6K)	All Managers (Combined)	$693.2K	0.4% ($693.2K/$155.9M)	QoQ -10.77% (-$83.7K) YoY -10.30% (-$79.6K)
LOWES COMPANIES INC(LOWcusip548661107)	2.9K	QoQ +7.23% (+197) YoY +7.59% (-206)	All Managers (Combined)	$680.6K	0.4% ($680.6K/$155.9M)	QoQ +1.33% (+$9.0K) YoY -1.46% (-$10.1K)
PEPSICO INC(PEPcusip713448108)	4.5K	QoQ -6.03% (-288) YoY -2.56% (-118)	All Managers (Combined)	$672.9K	0.4% ($672.9K/$155.9M)	QoQ -7.35% (-$53.4K) YoY -16.51% (-$133.1K)
CONSOLIDATED EDISON INC(EDcusip209115104)	6.0K	QoQ -5.99% (-380) YoY -6.10% (-387)	All Managers (Combined)	$658.6K	0.4% ($658.6K/$155.9M)	QoQ +16.49% (-$93.3K) YoY +14.34% (-$82.6K)
GRACO INC(GGGcusip384109104)	7.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$628.2K	0.4% ($628.2K/$155.9M)	QoQ -0.92% (-$5.9K) YoY -10.64% (-$74.8K)
(VOcusip922908629)	2.3K	QoQ -17.25% (-476) YoY -34.17% (-1.2K)	All Managers (Combined)	$590.2K	0.4% ($590.2K/$155.9M)	QoQ -18.97% (-$138.3K) YoY -31.86% (-$276.0K)
(cusip464288513)✕	7.2K	QoQ -2.05% (-150) YoY -30.07% (-3.1K)	All Managers (Combined)	$564.9K	0.4% ($564.9K/$155.9M)	QoQ -1.75% (-$10.1K) YoY -29.03% (-$231.1K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.1K	QoQ -5.30% (-60) YoY -10.08% (-120)	All Managers (Combined)	$560.5K	0.4% ($560.5K/$155.9M)	QoQ -1.95% (-$11.2K) YoY -4.76% (-$28.0K)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	5.5K	QoQ -13.20% (-841) YoY -9.37% (-572)	All Managers (Combined)	$507.8K	0.3% ($507.8K/$155.9M)	QoQ -29.49% (-$212.5K) YoY -31.71% (-$235.9K)
(SCHFcusip808524805)	25.7K	QoQ +0.54% (+138) YoY +109.74% (+13.4K)	All Managers (Combined)	$507.8K	0.3% ($507.8K/$155.9M)	QoQ +7.49% (+$35.4K) YoY +6.32% (+$30.2K)
SYSCO CORP(SYYcusip871829107)	6.7K	QoQ -0.40% (-27) YoY -14.22% (-1.1K)	All Managers (Combined)	$502.7K	0.3% ($502.7K/$155.9M)	QoQ -2.25% (-$11.6K) YoY -20.71% (-$131.3K)
AMAZON COM INC(AMZNcusip023135106)	2.6K	QoQ 0.00% (-0) YoY -24.79% (-862)	All Managers (Combined)	$497.5K	0.3% ($497.5K/$155.9M)	QoQ -13.27% (-$76.2K) YoY -20.67% (-$129.7K)