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 | IJR | ISHARES TR | — | 1,985.0 | $239K | 0.14% | +121.0 | +6.5% | $120.16 | +13.4% |
| 62 | KO | COCA COLA CO | Consumer Defensive | 3,199.0 | $224K | 0.13% | — | — | $69.90 | +16.1% |
| 63 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,234.0 | $213K | 0.12% | — | — | $95.35 | -40.1% |
| 64 | SPMD | SPDR SERIES TRUST | — | 3,665.0 | $212K | 0.12% | -60.0 | -1.6% | $57.91 | +10.3% |
| 65 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 245.0 | $211K | 0.12% | — | — | $862.34 | +21.8% |
| 66 | CTAS | CINTAS CORP | Industrials | 1,116.0 | $210K | 0.12% | -198.0 | -15.1% | $188.08 | -8.4% |
| 67 | SPSM | SPDR SERIES TRUST | — | 4,477.0 | $210K | 0.12% | -185.0 | -4.0% | $46.86 | +13.1% |
| 68 | GOOGL | ALPHABET INC | Communication Services | 662.0 | $207K | 0.12% | NEW | — | $312.85 | +23.9% |
| 69 | AFL | AFLAC INC | Financial Services | 1,877.0 | $207K | 0.12% | — | — | $110.27 | +6.8% |
| 70 | SCHA | SCHWAB STRATEGIC TR | — | 7,062.0 | $201K | 0.11% | -128.0 | -1.8% | $28.48 | +16.5% |
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
63.6%
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%