Portfolio (Quarterly)
Guide ↗
Guardian Wealth Advisors, LLC
· CIK 0001858828| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | PFF | ISHARES TR | — | 8,230.0 | $260K | 0.15% | NEW | — | $31.62 | -1.5% |
| 62 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 2,085.0 | $259K | 0.15% | NEW | — | $124.31 | -20.6% |
| 63 | EXPD | EXPEDITORS INTL WASH INC | Industrials | 2,049.0 | $251K | 0.14% | NEW | — | $122.61 | +28.2% |
| 64 | GOOG | ALPHABET INC | Communication Services | 1,030.0 | $251K | 0.14% | NEW | — | $243.55 | +57.4% |
| 65 | GLD | SPDR GOLD TR | Financial Services | 668.0 | $237K | 0.14% | NEW | — | $355.47 | +17.3% |
| 66 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 245.0 | $227K | 0.13% | NEW | — | $925.63 | +13.5% |
| 67 | CLX | CLOROX CO DEL | Consumer Defensive | 1,817.0 | $224K | 0.13% | NEW | — | $123.32 | -22.8% |
| 68 | IJR | ISHARES TR | — | 1,864.0 | $221K | 0.13% | NEW | — | $118.82 | +14.7% |
| 69 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,234.0 | $218K | 0.12% | NEW | — | $97.63 | -41.5% |
| 70 | SPSM | SPDR SERIES TRUST | — | 4,662.0 | $216K | 0.12% | NEW | — | $46.32 | +14.5% |
| 71 | SPMD | SPDR SERIES TRUST | — | 3,725.0 | $213K | 0.12% | NEW | — | $57.19 | +11.7% |
| 72 | KO | COCA COLA CO | Consumer Defensive | 3,193.0 | $212K | 0.12% | NEW | — | $66.32 | +22.4% |
| 73 | AFL | AFLAC INC | Financial Services | 1,877.0 | $210K | 0.12% | NEW | — | $111.70 | +5.5% |
| 74 | SCHA | SCHWAB STRATEGIC TR | — | 7,190.0 | $201K | 0.11% | NEW | — | $27.90 | +18.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
63.1%
Industrials
9.3%
Healthcare
8.3%
Consumer Defensive
6.7%
Technology
3.4%
Consumer Cyclical
3.0%
Energy
2.9%
Basic Materials
1.9%
Utilities
0.9%
Communication Services
0.4%