StockDriftsStockDriftsTop 50 Guardian Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 14.6% | 39.1K | $25.4M | +1.48%(+571) | $380.53(+95.07%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 13.37% | 362.9K | $23.3M | -4.20%(-15.90K) | $44.98(+57.01%) | 2026-03-31 | |
| IWM | ISHARES TR | 10.85% | 76.1K | $18.9M | -2.87%(-2.25K) | $181.13(+56.06%) | 2026-03-31 | |
| IJH | ISHARES TR | 9.81% | 252.8K | $17.1M | -0.90%(-2.29K) | $50.18(+45.74%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 7.04% | 216.4K | $12.2M | +0.49%(+1.06K) | $51.55(+16.75%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 6.36% | 113.0K | $11.1M | +2.92%(+3.20K) | $84.62(+40.43%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.09% | 175.0K | $8.9M | +32.44%(+42.86K) | $50.58(-0.13%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.95% | 14.9K | $8.6M | -2.27%(-346) | $302.69(+136.12%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.32% | 139.0K | $7.5M | -0.92%(-1.29K) | $45.21(+32.57%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.67% | 41.1K | $4.6M | -3.70%(-1.58K) | $62.18(+120.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.61% | +42.80% |
| Top 20 Holdings Unweighted | +8.92% | +29.20% |
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