Managing Director

0001000490-22-000004.txt : 20221020 0001000490-22-000004.hdr.sgml : 20221020 20221020144902 ACCESSION NUMBER: 0001000490-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221020 DATE AS OF CHANGE: 20221020 EFFECTIVENESS DATE: 20221020 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GIRARD PARTNERS LTD. CENTRAL INDEX KEY: 0001000490 IRS NUMBER: 232802378 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15798 FILM NUMBER: 221321012 BUSINESS ADDRESS: STREET 1: 555 CROTON ROAD STREET 2: SUITE 210 CITY: KING OF PRUSSIA STATE: PA ZIP: 19406 BUSINESS PHONE: 610-337-7640 MAIL ADDRESS: STREET 1: 555 CROTON ROAD STREET 2: SUITE 210 CITY: KING OF PRUSSIA STATE: PA ZIP: 19406 FORMER COMPANY: FORMER CONFORMED NAME: GIRARD PARTNERS LTD /BD DATE OF NAME CHANGE: 20020506 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001000490 XXXXXXXX 09-30-2022 09-30-2022 GIRARD PARTNERS LTD.

555 CROTON ROAD SUITE 210 KING OF PRUSSIA PA 19406

13F HOLDINGS REPORT 028-15798 N Lisa Colon Managing Director 610-337-7640 Lisa M Colon King of Prussia PA 10-20-2022 0 231 753509 false INFORMATION TABLE 2 093022Girard.xml AMAZON COM INC COM Stock 023135106 16471 145769 SH SOLE 0 0 145769 GLOBAL PMTS INC COM Stock 37940X102 1005 9304 SH SOLE 0 0 9304 ULTA BEAUTY INC COM Stock 90384S303 4630 11541 SH SOLE 0 0 11541 INVESCO QQQ TRUST ETF 46090E103 891 3335 SH SOLE 0 0 3335 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 1659 13973 SH SOLE 0 0 13973 STARBUCKS CORP COM Stock 855244109 1654 19634 SH SOLE 0 0 19634 SPDR PORTFOLIO AGGREGATE BOND ETF ETF 78464A649 34881 1398057 SH SOLE 0 0 1398057 MONSTER BEVERAGE CORP NEW COM Stock 61174X109 2291 26346 SH SOLE 0 0 26346 JOHNSON JOHNSON COM Stock 478160104 4936 30219 SH SOLE 0 0 30219 SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Stock G7997R103 597 11218 SH SOLE 0 0 11218 WASTE MGMT INC DEL COM Stock 94106L109 2339 14605 SH SOLE 0 0 14605 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 3722 20741 SH SOLE 0 0 20741 VANGUARD ENERGY ETF ETF 92204A306 522 5139 SH SOLE 0 0 5139 COSTCO WHSL CORP NEW COM Stock 22160K105 11445 24234 SH SOLE 0 0 24234 PROCTER AND GAMBLE CO COM Stock 742718109 2928 23196 SH SOLE 0 0 23196 COCA COLA CO COM Stock 191216100 215 3843 SH SOLE 0 0 3843 GENERAL MLS INC COM Stock 370334104 862 11262 SH SOLE 0 0 11262 PPG INDS INC COM Stock 693506107 684 6186 SH SOLE 0 0 6186 UNITED PARCEL SERVICE INC CL B Stock 911312106 3392 20998 SH SOLE 0 0 20998 VANGUARD REAL ESTATE ETF ETF 922908553 1517 18925 SH SOLE 0 0 18925 INTEL CORP COM Stock 458140100 365 14186 SH SOLE 0 0 14186 CME GROUP INC COM Stock 12572Q105 1223 6909 SH SOLE 0 0 6909 MEDTRONIC PLC SHS Stock G5960L103 906 11221 SH SOLE 0 0 11221 PAYCHEX INC COM Stock 704326107 483 4310 SH SOLE 0 0 4310 MEDICAL PPTYS TRUST INC COM REIT 58463J304 774 65279 SH SOLE 0 0 65279 LAUDER ESTEE COS INC CL A Stock 518439104 247 1144 SH SOLE 0 0 1144 MERCK CO INC COM Stock 58933Y105 3851 44723 SH SOLE 0 0 44723 ISHARES SHORT 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DATA PROCESSING INC COM Stock 053015103 357 1580 SH SOLE 0 0 1580 HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 1147 9474 SH SOLE 0 0 9474 VERISK ANALYTICS INC COM Stock 92345Y106 2675 15689 SH SOLE 0 0 15689 SOUTHERN CO COM Stock 842587107 221 3264 SH SOLE 0 0 3264 WHIRLPOOL CORP COM Stock 963320106 367 2728 SH SOLE 0 0 2728 CONSUMER STAPLES SELECT SECTOR SPDR FUND ETF 81369Y308 572 8574 SH SOLE 0 0 8574 ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF ETF 46435U853 283 8434 SH SOLE 0 0 8434 ISHARES CORE S&P SMALL CAP ETF ETF 464287804 316 3625 SH SOLE 0 0 3625 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 1596 5978 SH SOLE 0 0 5978 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 2598 9441 SH SOLE 0 0 9441 VANGUARD SHORT TERM CORPORATE BOND ETF ETF 92206C409 343 4618 SH SOLE 0 0 4618 VANECK HIGH YIELD MUNI ETF ETF 92189H409 638 12785 SH SOLE 0 0 12785 ALPHABET INC CAP STK CL A Stock 02079K305 12136 126883 SH SOLE 0 0 126883 FISERV INC COM Stock 337738108 373 3989 SH SOLE 0 0 3989 OREILLY AUTOMOTIVE INC COM Stock 67103H107 1396 1986 SH SOLE 0 0 1986 CONSTELLATION BRANDS INC CL A Stock 21036P108 5634 24532 SH SOLE 0 0 24532 CSX CORP COM Stock 126408103 268 10063 SH SOLE 0 0 10063 COMCAST CORP NEW CL A Stock 20030N101 4669 159198 SH SOLE 0 0 159198 MICROSOFT CORP COM Stock 594918104 25483 109420 SH SOLE 0 0 109420 SS C TECHNOLOGIES HLDGS INC COM Stock 78467J100 2779 58216 SH SOLE 0 0 58216 CVS HEALTH CORP COM Stock 126650100 1082 11354 SH SOLE 0 0 11354 COMMUNICATION SERVICES SELECT SECTOR SPDR FUND ETF 81369Y852 1359 28385 SH SOLE 0 0 28385 BRIGHTVIEW HLDGS INC COM Stock 10948C107 644 81145 SH SOLE 0 0 81145 AVERY DENNISON CORP COM Stock 053611109 611 3760 SH SOLE 0 0 3760 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 812 2 SH SOLE 0 0 2 BOEING CO COM Stock 097023105 631 5212 SH SOLE 0 0 5212 VANGUARD SMALL CAP ETF ETF 922908751 345 2022 SH SOLE 0 0 2022 VANGUARD MID CAP ETF ETF 922908629 265 1409 SH SOLE 0 0 1409 NEXTERA ENERGY INC COM Stock 65339F101 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