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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FASTENAL CO

FAST|311900104

Shares:3.5K

Value:$273.5K

% of Portfolio:0.2% ($273.5K/$155.9M)

AFLAC INC

AFL|001055102

Shares:2.3K

Value:$260.8K

% of Portfolio:0.2% ($260.8K/$155.9M)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:2.1K

Value:$255.8K

% of Portfolio:0.2% ($255.8K/$155.9M)

74348A467

Shares:2.5K

Value:$251.7K

% of Portfolio:0.2% ($251.7K/$155.9M)

PENTAIR plc

PNR|G7S00T104

Shares:2.8K

Value:$245.9K

% of Portfolio:0.2% ($245.9K/$155.9M)

808524706

Shares:8.6K

Value:$237.9K

% of Portfolio:0.2% ($237.9K/$155.9M)

464288646

Shares:4.5K

Value:$233.5K

% of Portfolio:0.1% ($233.5K/$155.9M)

HORMEL FOODS CORP /DE/

HRL|440452100

Shares:7.5K

Value:$231.8K

% of Portfolio:0.1% ($231.8K/$155.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:243

Value:$229.8K

% of Portfolio:0.1% ($229.8K/$155.9M)

808524201

SCHX|808524201

Shares:10.3K

Value:$228.4K

% of Portfolio:0.1% ($228.4K/$155.9M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.2K

Value:$225.4K

% of Portfolio:0.1% ($225.4K/$155.9M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:583

Value:$203.5K

% of Portfolio:0.1% ($203.5K/$155.9M)

78468R853

Shares:4.9K

Value:$200.6K

% of Portfolio:0.1% ($200.6K/$155.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FASTENAL CO(FASTcusip311900104)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$273.5K	0.2% ($273.5K/$155.9M)	QoQ NEW(+$273.5K) YoY NEW(+$273.5K)
AFLAC INC(AFLcusip001055102)	2.3K	QoQ +0.17% (+4) YoY -10.87% (-286)	All Managers (Combined)	$260.8K	0.2% ($260.8K/$155.9M)	QoQ +7.66% (+$18.6K) YoY +15.41% (-$34.8K)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	2.1K	QoQ +1.14% (+24) YoY +7.75% (+153)	All Managers (Combined)	$255.8K	0.2% ($255.8K/$155.9M)	QoQ +9.78% (+$22.8K) YoY +6.62% (+$15.9K)
(cusip74348A467)✕	2.5K	QoQ 0.00% (+0) YoY -47.74% (-2.3K)	All Managers (Combined)	$251.7K	0.2% ($251.7K/$155.9M)	QoQ +2.64% (+$6.5K) YoY -47.34% (-$226.3K)
PENTAIR plc(PNRcusipG7S00T104)	2.8K	QoQ -1.67% (-48) YoY -17.59% (-600)	All Managers (Combined)	$245.9K	0.2% ($245.9K/$155.9M)	QoQ -14.53% (-$41.8K) YoY -15.62% (-$45.5K)
(cusip808524706)✕	8.6K	QoQ +1.11% (+95) YoY +8.43% (+671)	All Managers (Combined)	$237.9K	0.2% ($237.9K/$155.9M)	QoQ +4.68% (+$10.6K) YoY +18.39% (+$37.0K)
(cusip464288646)✕	4.5K	QoQ -7.83% (-379) YoY -21.27% (-1.2K)	All Managers (Combined)	$233.5K	0.1% ($233.5K/$155.9M)	QoQ -6.63% (-$16.6K) YoY -19.60% (-$56.9K)
HORMEL FOODS CORP /DE/(HRLcusip440452100)	7.5K	QoQ -3.70% (-288) YoY -26.12% (-2.6K)	All Managers (Combined)	$231.8K	0.1% ($231.8K/$155.9M)	QoQ -5.01% (-$12.2K) YoY -34.48% (-$122.0K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	243	QoQ 0.00% (+0) YoY NEW(+243)	All Managers (Combined)	$229.8K	0.1% ($229.8K/$155.9M)	QoQ +3.22% (+$7.2K) YoY NEW(+$229.8K)
(SCHXcusip808524201)	10.3K	QoQ 0.00% (-0) YoY +199.97% (+6.9K)	All Managers (Combined)	$228.4K	0.1% ($228.4K/$155.9M)	QoQ -4.74% (-$11.4K) YoY +6.71% (+$14.4K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.2K	QoQ -8.21% (-200) YoY NEW(+2.2K)	All Managers (Combined)	$225.4K	0.1% ($225.4K/$155.9M)	QoQ +3.66% (-$8.0K) YoY NEW(+$225.4K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	583	QoQ NEW(+583) YoY -2.50% (-15)	All Managers (Combined)	$203.5K	0.1% ($203.5K/$155.9M)	QoQ NEW(+$203.5K) YoY -1.99% (-$4.2K)
(cusip78468R853)✕	4.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$200.6K	0.1% ($200.6K/$155.9M)	QoQ -9.26% (-$20.5K) YoY -5.29% (-$11.2K)