0001858828-23-000006.txt : 20231030 0001858828-23-000006.hdr.sgml : 20231030 20231030135821 ACCESSION NUMBER: 0001858828-23-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231030 DATE AS OF CHANGE: 20231030 EFFECTIVENESS DATE: 20231030 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Guardian Wealth Advisors, LLC CENTRAL INDEX KEY: 0001858828 IRS NUMBER: 208832432 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21178 FILM NUMBER: 231359452 BUSINESS ADDRESS: STREET 1: 8201 NORMAN CENTER DRIVE STREET 2: SUITE 420 CITY: BLOOMINGTON STATE: MN ZIP: 55437 BUSINESS PHONE: 952-746-3211 MAIL ADDRESS: STREET 1: 8201 NORMAN CENTER DRIVE STREET 2: SUITE 420 CITY: BLOOMINGTON STATE: MN ZIP: 55437 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001858828 XXXXXXXX 09-30-2023 09-30-2023 Guardian Wealth Advisors, LLC
8201 NORMAN CENTER DRIVE SUITE 420 BLOOMINGTON MN 55437
13F HOLDINGS REPORT 028-21178 000143254 801-87183 N
Gregory Kulka Chief Compliance Officer 952-746-3211 Gregory Kulka Bloomington MN 10-30-2023 0 72 130515124 false
INFORMATION TABLE 2 guardian3q23.xml 3M CO COM 88579Y101 678689 7249 SH SOLE 0 7249 0 0 ABBOTT LABS COM 002824100 565962 5844 SH SOLE 0 5844 0 0 ABBVIE INC COM 00287Y109 1037181 6958 SH SOLE 0 6958 0 0 AFLAC INC COM 001055102 201139 2621 SH SOLE 0 2621 0 0 AIR PRODS & CHEMS INC COM 009158106 459869 1623 SH SOLE 0 1623 0 0 AMAZON COM INC COM 023135106 432335 3401 SH SOLE 0 3401 0 0 AMCOR PLC ORD G0250X107 106256 11600 SH SOLE 0 11600 0 0 APPLE INC COM 037833100 618812 3614 SH SOLE 0 3614 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 270226 3583 SH SOLE 0 3583 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 358219 1489 SH SOLE 0 1489 0 0 BECTON DICKINSON & CO COM 075887109 224728 869 SH SOLE 0 869 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 229096 654 SH SOLE 0 654 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1565499 18176 SH SOLE 0 18176 0 0 CARDINAL HEALTH INC COM 14149Y108 722176 8318 SH SOLE 0 8318 0 0 CHEVRON CORP NEW COM 166764100 845222 5013 SH SOLE 0 5013 0 0 CHUBB LIMITED COM H1467J104 206163 990 SH SOLE 0 990 0 0 CINCINNATI FINL CORP COM 172062101 781432 7639 SH SOLE 0 7639 0 0 CINTAS CORP COM 172908105 207003 430 SH SOLE 0 430 0 0 CLOROX CO DEL COM 189054109 526022 4014 SH SOLE 0 4014 0 0 COCA COLA CO COM 191216100 213124 3807 SH SOLE 0 3807 0 0 CONSOLIDATED EDISON INC COM 209115104 537925 6289 SH SOLE 0 6289 0 0 ECOLAB INC COM 278865100 601270 3549 SH SOLE 0 3549 0 0 EMERSON ELEC CO COM 291011104 523751 5424 SH SOLE 0 5424 0 0 EXPEDITORS INTL WASH INC COM 302130109 231488 2019 SH SOLE 0 2019 0 0 EXXON MOBIL CORP COM 30231G102 883289 7512 SH SOLE 0 7512 0 0 GENERAL MLS INC COM 370334104 586289 9162 SH SOLE 0 9162 0 0 GENUINE PARTS CO COM 372460105 375039 2598 SH SOLE 0 2598 0 0 GRACO INC COM 384109104 548251 7523 SH SOLE 0 7523 0 0 HORMEL FOODS CORP COM 440452100 401167 10549 SH SOLE 0 10549 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 306141 2182 SH SOLE 0 2182 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 7117621 19867 SH SOLE 0 19817 0 50 ISHARES TR CORE S&P MCP ETF 464287507 8789930 35251 SH SOLE 0 35251 0 0 ISHARES TR S&P 500 VAL ETF 464287408 10251438 66637 SH SOLE 0 66637 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 10341780 151151 SH SOLE 0 151151 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 12729317 72023 SH SOLE 0 72023 0 0 ISHARES TR RUS MID CAP ETF 464287499 3346712 48328 SH SOLE 0 48328 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 2320104 46052 SH SOLE 0 46052 0 0 ISHARES TR SHORT TREAS BD 464288679 203265 1840 SH SOLE 0 1840 0 0 ISHARES TR IBOXX HI YD ETF 464288513 855889 11610 SH SOLE 0 11610 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 318197 6386 SH SOLE 0 6386 0 0 ISHARES TR PFD AND INCM SEC 464288687 2661260 88267 SH SOLE 0 88267 0 0 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 3218853 64519 SH SOLE 0 64519 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1149774 22913 SH SOLE 0 22913 0 0 JOHNSON & JOHNSON COM 478160104 890081 5715 SH SOLE 0 5715 0 0 KIMBERLY-CLARK CORP COM 494368103 359613 2976 SH SOLE 0 2976 0 0 LEGGETT & PLATT INC COM 524660107 295338 11623 SH SOLE 0 11623 0 0 LOWES COS INC COM 548661107 496500 2389 SH SOLE 0 2389 0 0 MCDONALDS CORP COM 580135101 287014 1089 SH SOLE 0 1089 0 0 MEDTRONIC PLC SHS G5960L103 222676 2842 SH SOLE 0 2842 0 0 MICROSOFT CORP COM 594918104 372499 1180 SH SOLE 0 1180 0 0 NUCOR CORP COM 670346105 246048 1574 SH SOLE 0 1574 0 0 PENTAIR PLC SHS G7S00T104 220114 3399 SH SOLE 0 3399 0 0 PEPSICO INC COM 713448108 727342 4293 SH SOLE 0 4293 0 0 PRICE T ROWE GROUP INC COM 74144T108 609052 5808 SH SOLE 0 5808 0 0 PROCTER AND GAMBLE CO COM 742718109 555496 3808 SH SOLE 0 3808 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 403428 4556 SH SOLE 0 4556 0 0 S&P GLOBAL INC COM 78409V104 705727 1931 SH SOLE 0 1931 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 202501 5963 SH SOLE 0 5963 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 292302 4319 SH SOLE 0 4319 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 17746573 41514 SH SOLE 0 41426 0 88 SPDR SER TR BLOOMBERG SHT TE 78468R408 4404619 180074 SH SOLE 0 180074 0 0 STANLEY BLACK & DECKER INC COM 854502101 304907 3648 SH SOLE 0 3648 0 0 SYSCO CORP COM 871829107 533366 8075 SH SOLE 0 8075 0 0 TARGET CORP COM 87612E106 454430 4110 SH SOLE 0 4110 0 0 UNITEDHEALTH GROUP INC COM 91324P102 493837 979 SH SOLE 0 979 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 262114 1234 SH SOLE 0 1234 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 871549 4185 SH SOLE 0 4185 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 253643 646 SH SOLE 0 646 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4497425 114701 SH SOLE 0 114701 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 500108 3219 SH SOLE 0 3219 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 14558531 332995 SH SOLE 0 332995 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 200388 9010 SH SOLE 0 9010 0 0