Guardian Wealth Advisors, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Guardian Wealth Advisors, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 14.60% | 25.397 M $ | 39052 | 2020/12/31 | -1.215 M $ | -4.63 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 13.37% | 23.256 M $ | 362920 | 2020/12/31 | 609.906 K $ | 2.58 % |
| 2026/03/31 | IWM | ISHARES TR | 10.85% | 18.876 M $ | 76111 | 2020/12/31 | 144.180 K $ | 0.75 % |
| 2026/03/31 | IJH | ISHARES TR | 9.81% | 17.069 M $ | 252758 | 2020/12/31 | 390.231 K $ | 2.32 % |
| 2026/03/31 | SPYV | SPDR SERIES TRUST | 7.04% | 12.242 M $ | 216366 | 2023/12/31 | -49.520 K $ | -0.40 % |
| 2026/03/31 | SPYG | SPDR SERIES TRUST | 6.36% | 11.064 M $ | 113002 | 2024/03/31 | -965.133 K $ | -8.24 % |
| 2026/03/31 | JPST | J P MORGAN EXCHANGE TRADED F | 5.09% | 8.855 M $ | 174962 | 2022/09/30 | 2.642 K $ | 0.04 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 4.95% | 8.601 M $ | 14902 | 2020/12/31 | -566.158 K $ | -6.04 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 4.32% | 7.515 M $ | 139046 | 2020/12/31 | 40.696 K $ | 0.54 % |
| 2026/03/31 | IVW | ISHARES TR | 2.67% | 4.647 M $ | 41085 | 2020/12/31 | -433.049 K $ | -8.23 % |
| 2026/03/31 | IVE | ISHARES TR | 2.53% | 4.406 M $ | 20865 | 2020/12/31 | -19.777 K $ | -0.43 % |
| 2026/03/31 | CHRW | C H ROBINSON WORLDWIDE IN | 1.59% | 2.773 M $ | 16696 | 2020/12/31 | 88.655 K $ | 3.30 % |
| 2026/03/31 | ICSH | ISHARES TR | 1.22% | 2.125 M $ | 41984 | 2020/12/31 | 1.358 K $ | 0.08 % |
| 2026/03/31 | IWR | ISHARES TR | 1.02% | 1.779 M $ | 18296 | 2020/12/31 | 19.562 K $ | 1.00 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.77% | 1.336 M $ | 5466 | 2020/12/31 | 218.191 K $ | 18.12 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.66% | 1.155 M $ | 5581 | 2020/12/31 | 311.464 K $ | 35.75 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.60% | 1.040 M $ | 4781 | 2020/12/31 | -56.430 K $ | -4.81 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.59% | 1.018 M $ | 6001 | 2020/12/31 | 324.821 K $ | 40.98 % |
| 2026/03/31 | CAH | CARDINAL HEALTH INC | 0.55% | 958.281 K $ | 4535 | 2020/12/31 | 31.507 K $ | 2.83 % |
| 2026/03/31 | CINF | CINCINNATI FINL CORP | 0.51% | 892.777 K $ | 5674 | 2020/12/31 | -34.948 K $ | -3.66 % |
| 2026/03/31 | SPGI | S&P GLOBAL INC | 0.48% | 835.016 K $ | 1963 | 2020/12/31 | -178.064 K $ | -18.61 % |
| 2026/03/31 | AAPL | APPLE INC | 0.47% | 816.700 K $ | 3218 | 2020/12/31 | -63.877 K $ | -6.65 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.46% | 800.115 K $ | 5539 | 2020/12/31 | 6.176 K $ | 0.79 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.43% | 747.554 K $ | 4814 | 2020/12/31 | 56.613 K $ | 8.20 % |
| 2026/03/31 | ECL | ECOLAB INC | 0.42% | 731.496 K $ | 2750 | 2020/12/31 | 10.339 K $ | 1.33 % |
| 2026/03/31 | NEAR | ISHARES U S ETF TR | 0.42% | 722.823 K $ | 14219 | 2020/12/31 | -5.633 K $ | -0.51 % |
| 2026/03/31 | LOW | LOWES COS INC | 0.38% | 654.251 K $ | 2769 | 2020/12/31 | -14.059 K $ | -2.02 % |
| 2026/03/31 | GGG | GRACO INC | 0.37% | 640.856 K $ | 7571 | 2020/12/31 | 20.290 K $ | 3.27 % |
| 2026/03/31 | ABT | ABBOTT LABORATORIES | 0.36% | 619.443 K $ | 6033 | 2020/12/31 | -140.651 K $ | -18.06 % |
| 2026/03/31 | FDS | FACTSET RESH SYS INC | 0.35% | 616.903 K $ | 2843 | 2025/06/30 | -142.813 K $ | -25.22 % |
| 2026/03/31 | SCHF | SCHWAB STRATEGIC TR | 0.33% | 579.290 K $ | 23406 | 2022/09/30 | 17.353 K $ | 2.95 % |
| 2026/03/31 | FAST | FASTENAL CO | 0.33% | 571.662 K $ | 12320 | 2025/03/31 | 79.597 K $ | 15.62 % |
| 2026/03/31 | TGT | TARGET CORP | 0.33% | 568.372 K $ | 4690 | 2020/12/31 | 110.355 K $ | 23.99 % |
| 2026/03/31 | ED | CONSOLIDATED EDISON INC | 0.31% | 533.899 K $ | 4717 | 2020/12/31 | 65.446 K $ | 13.95 % |
| 2026/03/31 | EMR | EMERSON ELEC CO | 0.30% | 527.360 K $ | 4025 | 2020/12/31 | -7.330 K $ | -1.28 % |
| 2026/03/31 | MMM | 3M CO | 0.29% | 503.940 K $ | 3470 | 2020/12/31 | -51.598 K $ | -9.29 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.26% | 452.236 K $ | 1222 | 2020/12/31 | -139.543 K $ | -23.47 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.26% | 444.347 K $ | 744 | 2022/09/30 | -20.617 K $ | -4.72 % |
| 2026/03/31 | SYY | SYSCO CORP | 0.24% | 424.504 K $ | 5951 | 2020/12/31 | -15.037 K $ | -3.20 % |
| 2026/03/31 | GPC | GENUINE PARTS CO | 0.24% | 414.234 K $ | 3917 | 2021/03/31 | -67.187 K $ | -14.00 % |
| 2026/03/31 | WMT | WALMART INC | 0.24% | 412.253 K $ | 3317 | 2024/03/31 | 48.416 K $ | 11.55 % |
| 2026/03/31 | CB | CHUBB LTD SWITZ | 0.23% | 392.968 K $ | 1206 | 2022/09/30 | 16.931 K $ | 4.42 % |
| 2026/03/31 | ROP | ROPER TECHNOLOGIES INC | 0.21% | 365.500 K $ | 1033 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | APD | AIR PRODUCTS AND CHEMICALS I | 0.21% | 361.303 K $ | 1244 | 2020/12/31 | 53.772 K $ | 17.60 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.20% | 347.387 K $ | 1210 | 2020/12/31 | -3.410 K $ | -1.05 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.19% | 331.687 K $ | 1368 | 2022/09/30 | -71.849 K $ | -18.16 % |
| 2026/03/31 | SCHM | SCHWAB STRATEGIC TR | 0.18% | 315.290 K $ | 10184 | 2020/12/31 | 10.064 K $ | 2.96 % |
| 2026/03/31 | SCHE | SCHWAB STRATEGIC TR | 0.17% | 291.041 K $ | 8833 | 2024/03/31 | 1.741 K $ | 0.61 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.16% | 281.169 K $ | 905 | 2020/12/31 | 4.902 K $ | 1.69 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.16% | 278.254 K $ | 970 | 2025/09/30 | -28.071 K $ | -8.58 % |
| 2026/03/31 | EXPD | EXPEDITORS INTL WASH INC | 0.16% | 273.597 K $ | 1910 | 2022/09/30 | -11.380 K $ | -3.88 % |
| 2026/03/31 | SCHX | SCHWAB STRATEGIC TR | 0.16% | 269.844 K $ | 10524 | 2024/03/31 | -13.139 K $ | -4.72 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.15% | 268.352 K $ | 560 | 2021/03/31 | -13.131 K $ | -4.67 % |
| 2026/03/31 | KO | COCA COLA CO | 0.15% | 261.202 K $ | 3435 | 2020/12/31 | 19.641 K $ | 8.78 % |
| 2026/03/31 | MDT | MEDTRONIC PLC | 0.14% | 250.143 K $ | 2887 | 2020/12/31 | -26.931 K $ | -9.80 % |
| 2026/03/31 | IJR | ISHARES TR | 0.14% | 246.952 K $ | 1987 | 2025/09/30 | 8.198 K $ | 3.44 % |
| 2026/03/31 | ADP | AUTOMATIC DATA PROCESSING IN | 0.14% | 238.424 K $ | 1173 | 2020/12/31 | -59.563 K $ | -21.02 % |
| 2026/03/31 | IVV | ISHARES TR | 0.14% | 237.151 K $ | 363 | 2023/12/31 | -11.930 K $ | -4.63 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.13% | 227.639 K $ | 1093 | 2020/12/31 | -24.647 K $ | -9.77 % |
| 2026/03/31 | PNR | PENTAIR PLC | 0.13% | 221.358 K $ | 2541 | 2023/03/31 | -44.226 K $ | -16.36 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.12% | 213.537 K $ | 789 | 2020/12/31 | -50.532 K $ | -18.03 % |
| 2026/03/31 | SPSM | SPDR SERIES TRUST | 0.12% | 210.530 K $ | 4357 | 2024/03/31 | 6.536 K $ | 3.12 % |
| 2026/03/31 | SPMD | SPDR SERIES TRUST | 0.12% | 209.935 K $ | 3545 | 2024/03/31 | 4.801 K $ | 2.26 % |
| 2026/03/31 | SCHA | SCHWAB STRATEGIC TR | 0.12% | 208.116 K $ | 7157 | 2025/09/30 | 4.237 K $ | 2.11 % |
| 2026/03/31 | BSX | BOSTON SCIENTIFIC CORP | 0.00% | 0.000 $ | 0 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | CTAS | CINTAS CORP | 0.00% | 0.000 $ | 0 | 2022/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | GIS | GENERAL MLS INC | 0.00% | 0.000 $ | 0 | 2020/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AFL | AFLAC INC | 0.00% | 0.000 $ | 0 | 2022/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | COST | COSTCO WHSL CORP NEW | 0.00% | 0.000 $ | 0 | 2024/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | NOBL | PROSHARES TR | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |