0001858828-24-000001.txt : 20240209 0001858828-24-000001.hdr.sgml : 20240209 20240208181150 ACCESSION NUMBER: 0001858828-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240209 DATE AS OF CHANGE: 20240208 EFFECTIVENESS DATE: 20240209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Guardian Wealth Advisors, LLC CENTRAL INDEX KEY: 0001858828 ORGANIZATION NAME: 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: 24610534 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 12-31-2023 12-31-2023 Guardian Wealth Advisors, LLC

8201 NORMAN CENTER DRIVE SUITE 420 BLOOMINGTON MN 55437

13F HOLDINGS REPORT 028-21178 000143254 801-87183 N Gregory Kulka 952-746-3211 Gregory Kulka Bloomington MN 02-08-2024 0 74 143418901 false INFORMATION TABLE 2 guardian4q23.xml 3M CO COM 88579Y101 789343 7220 SH SOLE 0 7220 0 0 ABBOTT LABS COM 002824100 667950 6068 SH SOLE 0 6068 0 0 ABBVIE INC COM 00287Y109 1084539 6998 SH SOLE 0 6998 0 0 AFLAC INC COM 001055102 216595 2625 SH SOLE 0 2625 0 0 AIR PRODS & CHEMS INC COM 009158106 446595 1631 SH SOLE 0 1631 0 0 AMAZON COM INC COM 023135106 535133 3522 SH SOLE 0 3522 0 0 AMCOR PLC ORD G0250X107 111824 11600 SH SOLE 0 11600 0 0 APPLE INC COM 037833100 734241 3814 SH SOLE 0 3814 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 248287 3438 SH SOLE 0 3438 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 355555 1526 SH SOLE 0 1526 0 0 BECTON DICKINSON & CO COM 075887109 213616 876 SH SOLE 0 876 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 231472 649 SH SOLE 0 649 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1570225 18176 SH SOLE 0 18176 0 0 CARDINAL HEALTH INC COM 14149Y108 833735 8271 SH SOLE 0 8271 0 0 CHEVRON CORP NEW COM 166764100 776828 5208 SH SOLE 0 5208 0 0 CHUBB LIMITED COM H1467J104 231786 1026 SH SOLE 0 1026 0 0 CINCINNATI FINL CORP COM 172062101 795373 7688 SH SOLE 0 7688 0 0 CINTAS CORP COM 172908105 259442 430 SH SOLE 0 430 0 0 CLOROX CO DEL COM 189054109 550052 3858 SH SOLE 0 3858 0 0 COCA COLA CO COM 191216100 248856 4223 SH SOLE 0 4223 0 0 CONSOLIDATED EDISON INC COM 209115104 573315 6302 SH SOLE 0 6302 0 0 ECOLAB INC COM 278865100 705836 3559 SH SOLE 0 3559 0 0 EMERSON ELEC CO COM 291011104 514379 5285 SH SOLE 0 5285 0 0 EXPEDITORS INTL WASH INC COM 302130109 261477 2056 SH SOLE 0 2056 0 0 EXXON MOBIL CORP COM 30231G102 722765 7229 SH SOLE 0 7229 0 0 GENERAL MLS INC COM 370334104 625126 9597 SH SOLE 0 9597 0 0 GENUINE PARTS CO COM 372460105 432742 3124 SH SOLE 0 3124 0 0 GRACO INC COM 384109104 652665 7523 SH SOLE 0 7523 0 0 HORMEL FOODS CORP COM 440452100 351187 10937 SH SOLE 0 10937 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 353809 2163 SH SOLE 0 2163 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 8037324 19626 SH SOLE 0 19576 0 50 ISHARES TR CORE S&P MCP ETF 464287507 10008443 36112 SH SOLE 0 36112 0 0 ISHARES TR S&P 500 VAL ETF 464287408 11396800 65540 SH SOLE 0 65540 0 0 ISHARES TR CORE S&P500 ETF 464287200 322584 675 SH SOLE 0 675 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 11109951 147935 SH SOLE 0 147935 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 14847502 73975 SH SOLE 0 73975 0 0 ISHARES TR RUS MID CAP ETF 464287499 3817630 49114 SH SOLE 0 49114 0 0 ISHARES TR SHORT TREAS BD 464288679 215855 1960 SH SOLE 0 1960 0 0 ISHARES TR IBOXX HI YD ETF 464288513 890759 11510 SH SOLE 0 11510 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 304847 5945 SH SOLE 0 5945 0 0 ISHARES TR PFD AND INCM SEC 464288687 2633121 84422 SH SOLE 0 84422 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 2154402 42780 SH SOLE 0 42780 0 0 ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 3154166 62434 SH SOLE 0 62434 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1055483 21013 SH SOLE 0 21013 0 0 JOHNSON & JOHNSON COM 478160104 890625 5682 SH SOLE 0 5682 0 0 KIMBERLY-CLARK CORP COM 494368103 345606 2844 SH SOLE 0 2844 0 0 LEGGETT & PLATT INC COM 524660107 253395 9683 SH SOLE 0 9683 0 0 LOWES COS INC COM 548661107 580007 2606 SH SOLE 0 2606 0 0 MCDONALDS CORP COM 580135101 334315 1127 SH SOLE 0 1127 0 0 MEDTRONIC PLC SHS G5960L103 312196 3790 SH SOLE 0 3790 0 0 MICROSOFT CORP COM 594918104 418177 1112 SH SOLE 0 1112 0 0 NUCOR CORP COM 670346105 269197 1547 SH SOLE 0 1547 0 0 PENTAIR PLC SHS G7S00T104 249967 3438 SH SOLE 0 3438 0 0 PEPSICO INC COM 713448108 734130 4322 SH SOLE 0 4322 0 0 PRICE T ROWE GROUP INC COM 74144T108 641403 5956 SH SOLE 0 5956 0 0 PROCTER AND GAMBLE CO COM 742718109 562983 3842 SH SOLE 0 3842 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 441842 4641 SH SOLE 0 4641 0 0 S&P GLOBAL INC COM 78409V104 843449 1915 SH SOLE 0 1915 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 344598 4575 SH SOLE 0 4575 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 220144 5956 SH SOLE 0 5956 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 19655969 41354 SH SOLE 0 41266 0 88 SPDR SER TR PRTFLO S&P500 VL 78464A508 240179 5151 SH SOLE 0 5151 0 0 SPDR SER TR BLOOMBERG SHT TE 78468R408 4513112 179519 SH SOLE 0 179519 0 0 STANLEY BLACK & DECKER INC COM 854502101 358858 3658 SH SOLE 0 3658 0 0 SYSCO CORP COM 871829107 595242 8140 SH SOLE 0 8140 0 0 TARGET CORP COM 87612E106 565574 3971 SH SOLE 0 3971 0 0 UNITEDHEALTH GROUP INC COM 91324P102 626274 1190 SH SOLE 0 1190 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 328312 1384 SH SOLE 0 1384 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 285185 653 SH SOLE 0 653 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1008887 4337 SH SOLE 0 4337 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4665549 113517 SH SOLE 0 113517 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 549809 3227 SH SOLE 0 3227 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 16316812 340643 SH SOLE 0 340643 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 223490 5928 SH SOLE 0 5928 0 0