Guardian Wealth Advisors, LLC
CIK 1858828 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $199.8M
- Posisi
- 66
- Per tanggal
- 30 Juni 2026
#6.469 dari 9.443 berdasarkan nilai 13F · top 68.5%
Nilai portofolio QoQ: +14.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 80,55%
- Bobot 25 kepemilikan teratas
- 91,54%
- Posisi di atas 1%
- 13
- Jumlah posisi efektif
- 12,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,9% Perkiraan pembelian $5.742.107 · penjualan $1.684.025
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 77,6% masih dipegang
- Posisi baru
- 2
- Meningkat
- 33
- Menurun
- 24
- Tertutup
- 7
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Health Care
2,4%
Logistics & Transportation
1,7%
Industrials
1,5%
Technology
1,3%
Retail
1,2%
Energy
1,0%
Financial Services
0,8%
Financials
0,7%
Materials
0,6%
Consumer Staples
0,5%
Consumer products
0,4%
Consumer Discretionary
0,4%
Utilities
0,3%
Communication Services
0,2%
Lainnya/Tidak terpetakan
87,1%
Portofolio lengkap 66 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $29.884.105 | 14,95% | 40.018 | $4.487.053 | Naik ×2 | ||
| VEA | $25.873.770 | 12,95% | 363.141 | $2.617.829 | Naik ×1 | ||
| IWM | $22.487.883 | 11,25% | 74.847 | $3.612.271 | Turun ×3 | ||
| IJH | $19.591.520 | 9,80% | 254.072 | $2.522.745 | Naik ×1 | ||
| SPYV | $13.356.530 | 6,68% | 219.716 | $1.114.568 | Naik ×6 | ||
| SPYG | $13.126.504 | 6,57% | 110.316 | $2.062.467 | Turun ×1 | ||
| JPST | $11.666.316 | 5,84% | 230.696 | $2.811.489 | Naik ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $10.978.834 | 5,49% | 14.909 | $2.377.503 | Naik ×1 | ||
| VWO | $8.433.007 | 4,22% | 141.280 | $917.557 | Naik ×1 | ||
| IVW | $5.560.288 | 2,78% | 40.430 | $913.152 | Turun ×6 | ||
| IVE | $4.678.930 | 2,34% | 20.607 | $273.194 | Turun ×6 | ||
| CHRW C.H. Robinson Worldwide, Inc. - Common Stock | $3.144.525 | 1,57% | 16.696 | $371.820 | |||
| IWR | $2.000.104 | 1,00% | 18.130 | $221.188 | Turun ×6 | ||
| ICSH | $1.634.734 | 0,82% | 32.320 | $-490.484 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1.341.220 | 0,67% | 5.281 | $5.219 | Turun ×3 | ||
| ABBV AbbVie Inc. Common Stock | $1.212.644 | 0,61% | 4.819 | $172.877 | Naik ×1 | ||
| CAH Cardinal Health, Inc. Common Stock | $1.044.732 | 0,52% | 4.398 | $86.451 | Turun ×6 | ||
| CINF Cincinnati Financial Corporation - Common Stock | $1.026.625 | 0,51% | 5.545 | $133.848 | Turun ×6 | ||
| AAPL Apple Inc. - Common Stock | $925.377 | 0,46% | 3.198 | $108.677 | Turun ×3 | ||
| CVX Chevron Corporation Common Stock | $902.415 | 0,45% | 5.444 | $-252.200 | Turun ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $850.656 | 0,43% | 5.801 | $50.541 | Naik ×6 | ||
| SPGI S&P Global Inc. Common Stock | $814.556 | 0,41% | 2.000 | $-20.460 | Naik ×3 | ||
| MMM 3M Company Common Stock | $810.951 | 0,41% | 5.009 | $307.011 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $797.542 | 0,40% | 5.833 | $-220.534 | Turun ×4 | ||
| ECL Ecolab Inc. Common Stock | $779.961 | 0,39% | 2.799 | $48.465 | Naik ×1 | ||
| FDS FactSet Research Systems Inc. Common Stock | $701.344 | 0,35% | 3.048 | $84.441 | Naik ×4 | ||
| PEP PepsiCo, Inc. - Common Stock | $658.527 | 0,33% | 4.864 | $-89.027 | Naik ×5 | ||
| SCHF | $649.138 | 0,32% | 23.435 | $69.848 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $648.977 | 0,32% | 1.740 | $196.741 | Naik ×1 | ||
| NEAR | $636.954 | 0,32% | 12.573 | $-85.869 | Turun ×5 | ||
| ABT Abbott Laboratories Common Stock | $619.922 | 0,31% | 6.832 | $479 | Naik ×1 | ||
| FAST Fastenal Company - Common Stock | $613.904 | 0,31% | 12.782 | $42.242 | Naik ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $607.088 | 0,30% | 2.753 | $-47.163 | Turun ×2 | ||
| TGT Target Corporation Common Stock | $582.468 | 0,29% | 4.460 | $14.096 | Turun ×2 | ||
| EMR Emerson Electric Company Common Stock | $578.574 | 0,29% | 4.042 | $51.214 | Naik ×1 | ||
| GGG Graco Inc. Common Stock | $572.417 | 0,29% | 7.571 | $-68.439 | |||
| ED Consolidated Edison, Inc. Common Stock | $524.622 | 0,26% | 4.742 | $-9.277 | Naik ×1 | ||
| VOO | $517.590 | 0,26% | 754 | $73.243 | Naik ×3 | ||
| SYY Sysco Corporation Common Stock | $492.546 | 0,25% | 5.893 | $68.042 | Turun ×3 | ||
| ROP Roper Technologies, Inc. - Common Stock | $461.534 | 0,23% | 1.364 | $96.034 | Naik ×1 | ||
| GPC Genuine Parts Company Common Stock | $458.654 | 0,23% | 3.888 | $44.420 | Turun ×1 | ||
| CB Chubb Limited Common Stock | $428.259 | 0,21% | 1.257 | $35.291 | Naik ×1 | ||
| IBM International Business Machines Corporation Common Stock | $389.938 | 0,20% | 1.387 | $58.251 | Naik ×2 | ||
| VO | $389.689 | 0,20% | 4.837 | $42.302 | Naik ×2 | ||
| WMT Walmart Inc. - Common Stock | $377.759 | 0,19% | 3.335 | $-34.494 | Naik ×1 | ||
| SCHM | $376.967 | 0,19% | 10.224 | $61.677 | Naik ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $376.172 | 0,19% | 1.283 | $14.869 | Naik ×2 | ||
| VLO Valero Energy Corporation Common Stock | $343.260 | 0,17% | 1.318 | Naik ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $342.730 | 0,17% | 970 | $64.476 | |||
| SCHE | $318.450 | 0,16% | 8.782 | $27.409 | Turun ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $315.527 | 0,16% | 759 | $101.990 | Turun ×3 | ||
| SCHX | $309.731 | 0,15% | 10.524 | $39.887 | |||
| EXPD Expeditors International of Washington, Inc. Common Stock | $306.343 | 0,15% | 1.880 | $32.746 | Turun ×5 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $290.344 | 0,15% | 1.296 | $51.920 | Naik ×2 | ||
| IJR | $288.490 | 0,14% | 1.945 | $41.538 | Turun ×1 | ||
| BRKB | $280.218 | 0,14% | 560 | $11.866 | |||
| IVV | $278.668 | 0,14% | 372 | $41.517 | Naik ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $275.029 | 0,14% | 3.384 | $13.827 | Turun ×1 | ||
| SCHA | $262.479 | 0,13% | 7.265 | $54.363 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $260.506 | 0,13% | 1.093 | $32.867 | |||
| MCD McDonald's Corporation Common Stock | $252.086 | 0,13% | 933 | $-29.083 | Naik ×1 | ||
| SPSM | $249.999 | 0,13% | 4.335 | $39.469 | Turun ×4 | ||
| SPMD | $239.500 | 0,12% | 3.545 | $29.565 | |||
| INTC Intel Corporation - Common Stock | $214.332 | 0,11% | 1.535 | Naik ×1 | |||
| PNR Pentair plc. Ordinary Share | $212.022 | 0,11% | 2.766 | $-9.336 | Naik ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $207.965 | 0,10% | 2.658 | $-42.178 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPY | Beli lebih banyak | +966 | +$4.5M |
| IWM | Dipangkas | -1K | +$3.6M |
| JPST | Beli lebih banyak | +56K | +$2.8M |
| VEA | Beli lebih banyak | +221 | +$2.6M |
| IJH | Beli lebih banyak | +1K | +$2.5M |
| QQQ | Beli lebih banyak | +7 | +$2.4M |
| SPYG | Dipangkas | -3K | +$2.1M |
| SPYV | Beli lebih banyak | +3K | +$1.1M |
| VWO | Beli lebih banyak | +2K | +$918K |
| IVW | Dipangkas | -655 | +$913K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| SJNK | 31 Des. 2025 | 23.515 | $601.990 | Tidak lagi dilacak |
| HYG | 30 Sep. 2025 | 6.885 | $555.275 | Tidak lagi dilacak |
| TROW | 30 Sep. 2025 | 4.619 | $445.747 | 9,6% |
| GIS | 31 Maret 2026 | 8.458 | $393.290 | 7,0% |
| NOBL | 31 Maret 2026 | 2.758 | $287.030 | Tidak lagi dilacak |
| SWK | 31 Maret 2025 | 3.280 | $263.316 | 28,3% |
| AFL | 30 Juni 2025 | 2.345 | $260.757 | 9,9% |
| PFF | 31 Des. 2025 | 8.230 | $260.231 | |
| KMB | 31 Des. 2025 | 2.085 | $259.195 | 8,2% |
| GLD | 31 Des. 2025 | 668 | $237.454 | Tidak lagi dilacak |
| SPMD | 31 Maret 2025 | 4.100 | $224.229 | Tidak lagi dilacak |
| CLX | 31 Des. 2025 | 1.817 | $224.080 | 7,4% |
| IGSB | 30 Sep. 2025 | 4.139 | $218.373 | |
| BSX | 31 Maret 2026 | 2.234 | $213.012 | -18,0% |
| COST | 31 Maret 2026 | 245 | $211.273 | -5,9% |
| CTAS | 31 Maret 2026 | 1.116 | $209.902 | 20,0% |
| GOOGL | 31 Maret 2026 | 662 | $207.109 | 19,3% |
| AFL | 31 Maret 2026 | 1.877 | $206.972 | 5,7% |
| HRL | 30 Sep. 2025 | 6.793 | $205.478 | -1,8% |
| SHW | 30 Sep. 2025 | 598 | $205.335 | -0,8% |
| AMCR | 31 Maret 2025 | 14.179 | $133.424 | -1,5% |