Portfolio (Quarterly)
Guide ↗
Guardian Wealth Advisors, LLC
· CIK 0001858828| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SJNK | SPDR SERIES TRUST | — | 23,515 | $602K | 0.34% | SOLD |
| 2 | PFF | ISHARES TR | — | 8,230 | $260K | 0.15% | SOLD |
| 3 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 2,085 | $259K | 0.15% | SOLD |
| 4 | GLD | SPDR GOLD TR | Financial Services | 668 | $237K | 0.14% | SOLD |
| 5 | CLX | CLOROX CO DEL | Consumer Defensive | 1,817 | $224K | 0.13% | SOLD |
Sector Allocation
Financial Services
63.6%
Industrials
9.9%
Healthcare
8.3%
Consumer Defensive
6.0%
Technology
3.2%
Consumer Cyclical
2.8%
Energy
2.7%
Basic Materials
1.8%
Communication Services
0.9%
Utilities
0.8%