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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EMERSON ELECTRIC CO

EMR|291011104

Shares:4.5K

Value:$490.7K

% of Portfolio:0.3% ($490.7K/$155.9M)

GENERAL MILLS INC

GIS|370334104

Shares:7.7K

Value:$459.0K

% of Portfolio:0.3% ($459.0K/$155.9M)

MICROSOFT CORP

MSFT|594918104

Shares:1.2K

Value:$440.0K

% of Portfolio:0.3% ($440.0K/$155.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.7K

Value:$431.6K

% of Portfolio:0.3% ($431.6K/$155.9M)

TARGET CORP

TGT|87612E106

Shares:4.0K

Value:$422.0K

% of Portfolio:0.3% ($422.0K/$155.9M)

GENUINE PARTS CO

GPC|372460105

Shares:3.5K

Value:$420.7K

% of Portfolio:0.3% ($420.7K/$155.9M)

CLOROX CO /DE/

CLX|189054109

Shares:2.8K

Value:$418.2K

% of Portfolio:0.3% ($418.2K/$155.9M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.4K

Value:$407.2K

% of Portfolio:0.3% ($407.2K/$155.9M)

922908363

VOO|922908363

Shares:787

Value:$404.4K

% of Portfolio:0.3% ($404.4K/$155.9M)

CINTAS CORP

CTAS|172908105

Shares:1.9K

Value:$384.7K

% of Portfolio:0.2% ($384.7K/$155.9M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.2K

Value:$369.3K

% of Portfolio:0.2% ($369.3K/$155.9M)

Walmart Inc.

WMT|931142103

Shares:4.0K

Value:$353.9K

% of Portfolio:0.2% ($353.9K/$155.9M)

Medtronic plc

MDT|G5960L103

Shares:3.8K

Value:$343.7K

% of Portfolio:0.2% ($343.7K/$155.9M)

MCDONALDS CORP

MCD|580135101

Shares:1.1K

Value:$339.7K

% of Portfolio:0.2% ($339.7K/$155.9M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:2.4K

Value:$336.8K

% of Portfolio:0.2% ($336.8K/$155.9M)

464287200

IVV|464287200

Shares:593

Value:$333.0K

% of Portfolio:0.2% ($333.0K/$155.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:619

Value:$329.7K

% of Portfolio:0.2% ($329.7K/$155.9M)

Chubb Ltd

CB|H1467J104

Shares:1.0K

Value:$310.8K

% of Portfolio:0.2% ($310.8K/$155.9M)

808524508

Shares:11.6K

Value:$304.6K

% of Portfolio:0.2% ($304.6K/$155.9M)

COCA COLA CO

KO|191216100

Shares:3.9K

Value:$276.3K

% of Portfolio:0.2% ($276.3K/$155.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EMERSON ELECTRIC CO(EMRcusip291011104)	4.5K	QoQ +4.35% (-187) YoY -14.61% (-766)	All Managers (Combined)	$490.7K	0.3% ($490.7K/$155.9M)	QoQ -7.68% (-$40.8K) YoY -17.46% (-$103.8K)
GENERAL MILLS INC(GIScusip370334104)	7.7K	QoQ -25.70% (-2.7K) YoY -23.87% (-2.4K)	All Managers (Combined)	$459.0K	0.3% ($459.0K/$155.9M)	QoQ -30.33% (-$199.9K) YoY -34.94% (-$246.6K)
MICROSOFT CORP(MSFTcusip594918104)	1.2K	QoQ -1.92% (-23) YoY -7.78% (-99)	All Managers (Combined)	$440.0K	0.3% ($440.0K/$155.9M)	QoQ -12.63% (-$63.6K) YoY -17.72% (-$94.8K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.7K	QoQ -21.01% (-462) YoY -16.81% (-351)	All Managers (Combined)	$431.6K	0.3% ($431.6K/$155.9M)	QoQ -10.67% (-$51.6K) YoY +8.28% (-$33.0K)
TARGET CORP(TGTcusip87612E106)	4.0K	QoQ +2.64% (-104) YoY -9.41% (-420)	All Managers (Combined)	$422.0K	0.3% ($422.0K/$155.9M)	QoQ -20.75% (-$110.5K) YoY -46.64% (-$369.0K)
GENUINE PARTS CO(GPCcusip372460105)	3.5K	QoQ -2.61% (-95) YoY +11.31% (-359)	All Managers (Combined)	$420.7K	0.3% ($420.7K/$155.9M)	QoQ -0.61% (-$2.6K) YoY -14.39% (-$70.7K)
CLOROX CO /DE/(CLXcusip189054109)	2.8K	QoQ -12.15% (-393) YoY -26.02% (-999)	All Managers (Combined)	$418.2K	0.3% ($418.2K/$155.9M)	QoQ -20.37% (-$107.0K) YoY -28.85% (-$169.6K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.4K	QoQ +3.29% (+44) YoY -17.00% (-283)	All Managers (Combined)	$407.2K	0.3% ($407.2K/$155.9M)	QoQ +5.00% (+$19.4K) YoY +1.01% (-$4.1K)
(VOOcusip922908363)	787	QoQ -13.98% (-128) YoY +20.52% (+134)	All Managers (Combined)	$404.4K	0.3% ($404.4K/$155.9M)	QoQ -17.96% (-$88.6K) YoY +28.84% (+$90.5K)
CINTAS CORP(CTAScusip172908105)	1.9K	QoQ +7.52% (+131) YoY +334.33% (+1.4K)	All Managers (Combined)	$384.7K	0.2% ($384.7K/$155.9M)	QoQ +20.92% (+$66.6K) YoY +30.02% (+$88.8K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.2K	QoQ -15.63% (-224) YoY -19.02% (-284)	All Managers (Combined)	$369.3K	0.2% ($369.3K/$155.9M)	QoQ -11.93% (-$50.0K) YoY -0.95% (-$3.6K)
Walmart Inc.(WMTcusip931142103)	4.0K	QoQ +4.29% (+166) YoY +10.62% (+387)	All Managers (Combined)	$353.9K	0.2% ($353.9K/$155.9M)	QoQ +1.35% (+$4.7K) YoY +61.43% (+$134.7K)
Medtronic plc(MDTcusipG5960L103)	3.8K	QoQ -9.36% (-395) YoY +3.37% (+125)	All Managers (Combined)	$343.7K	0.2% ($343.7K/$155.9M)	QoQ +1.96% (-$6.6K) YoY +6.60% (+$21.3K)
MCDONALDS CORP(MCDcusip580135101)	1.1K	QoQ -1.18% (-13) YoY -3.28% (-37)	All Managers (Combined)	$339.7K	0.2% ($339.7K/$155.9M)	QoQ +6.47% (-$20.7K) YoY +7.14% (-$22.7K)
KIMBERLY CLARK CORP(KMBcusip494368103)	2.4K	QoQ -13.03% (-355) YoY -17.20% (-492)	All Managers (Combined)	$336.8K	0.2% ($336.8K/$155.9M)	QoQ -5.60% (-$20.0K) YoY -8.94% (-$33.1K)
(IVVcusip464287200)	593	QoQ +10.84% (+58) YoY -14.18% (-98)	All Managers (Combined)	$333.0K	0.2% ($333.0K/$155.9M)	QoQ +5.83% (+$18.4K) YoY -8.29% (-$30.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	619	QoQ 0.00% (+0) YoY -1.58% (-10)	All Managers (Combined)	$329.7K	0.2% ($329.7K/$155.9M)	QoQ +17.49% (+$49.1K) YoY +24.63% (-$65.2K)
Chubb Ltd(CBcusipH1467J104)	1.0K	QoQ -0.29% (-3) YoY -6.96% (-77)	All Managers (Combined)	$310.8K	0.2% ($310.8K/$155.9M)	QoQ +9.02% (-$25.7K) YoY +8.47% (-$24.3K)
(cusip808524508)✕	11.6K	QoQ +1.65% (-189) YoY +150.97% (-7.0K)	All Managers (Combined)	$304.6K	0.2% ($304.6K/$155.9M)	QoQ -3.89% (-$12.3K) YoY -19.24% (-$72.6K)
COCA COLA CO(KOcusip191216100)	3.9K	QoQ -1.02% (-40) YoY -9.33% (-397)	All Managers (Combined)	$276.3K	0.2% ($276.3K/$155.9M)	QoQ +13.85% (-$33.6K) YoY +6.14% (-$16.0K)