Portfolio (Quarterly)
Guide ↗
Guardian Wealth Advisors, LLC
· CIK 0001858828| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GIS | GENERAL MLS INC | Consumer Defensive | 8,458 | $393K | 0.22% | SOLD |
| 2 | NOBL | PROSHARES TR | — | 2,758 | $287K | 0.16% | SOLD |
| 3 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,234 | $213K | 0.12% | SOLD |
| 4 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 245 | $211K | 0.12% | SOLD |
| 5 | CTAS | CINTAS CORP | Industrials | 1,116 | $210K | 0.12% | SOLD |
| 6 | GOOGL | ALPHABET INC | Communication Services | 662 | $207K | 0.12% | SOLD |
| 7 | AFL | AFLAC INC | Financial Services | 1,877 | $207K | 0.12% | SOLD |
Sector Allocation
Financial Services
66.1%
Industrials
10.5%
Healthcare
7.2%
Consumer Defensive
4.9%
Technology
3.3%
Energy
3.1%
Consumer Cyclical
2.4%
Basic Materials
1.7%
Utilities
0.8%