Portfolio (Quarterly)
Guide ↗
Guardian Wealth Advisors, LLC
· CIK 0001858828| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | MCD | MCDONALDS CORP | Consumer Cyclical | 933.0 | $252K | 0.13% | -17.0 | -1.8% | $270.19 | -3.0% |
| 62 | SPSM | SPDR SERIES TRUST | — | 4,335.0 | $250K | 0.12% | -142.0 | -3.2% | $57.67 | -3.7% |
| 63 | SPMD | SPDR SERIES TRUST | — | 3,545.0 | $240K | 0.12% | -120.0 | -3.3% | $67.56 | -3.3% |
| 64 | INTC | INTEL CORP | Technology | 1,535.0 | $214K | 0.11% | NEW | — | $139.63 | -36.6% |
| 65 | PNR | PENTAIR PLC | Industrials | 2,766.0 | $212K | 0.11% | +169.0 | +6.5% | $76.65 | -19.4% |
| 66 | MDT | MEDTRONIC PLC | Healthcare | 2,658.0 | $208K | 0.10% | -204.0 | -7.1% | $78.24 | +18.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%