Guardian Wealth Advisors, LLC

RIA/Wealth

Guardian Wealth Advisors, LLC is a RIA/Wealth based in New York, NY led by Eric N. Becker, reporting $267.2M in AUM as of Q3 2025 with 85% ETF concentration and 77% concentrated in top 10 holdings.

PresidentEric N. Becker

Portfolio Value: $176.4M
Positions: 74
Top Holding: SPY at 14.96%
Last Reported: Q3 2025

Address1370 Avenue Of The Americas, 21st Floor, New York, NY, 10019-4602, United States

Top Holdings

Largest long holdings in Guardian Wealth Advisors, LLC's portfolio (76.9% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$26.4M	14.96%	-$249.8K Sold	— 39.6K shares	Q4 2020 Held for 5 years
2 Vanguard FTSE Developed Markets VEA	ETF ETF	$22.8M	12.92%	-$398.8K Sold	— 380.3K shares	Q4 2020 Held for 5 years
3 iShares Russell 2000 IWM	ETF ETF	$19.4M	11.00%	+$72.3K Bought	— 80.2K shares	Q4 2020 Held for 5 years
4 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$16.5M	9.36%	+$776.9K Bought	— 253.0K shares	Q4 2020 Held for 5 years
5 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$11.7M	6.62%	+$737.4K Bought	— 111.8K shares	Q1 2024 Held for 1y 9m
6 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$11.4M	6.44%	+$1.2M Bought	— 205.2K shares	Q4 2023 Held for 2 years
7 Invesco QQQ Trust QQQ	ETF ETF	$9.5M	5.37%	-$657.4K Sold	— 15.8K shares	Q4 2020 Held for 5 years
8 Vanguard FTSE Emerging Markets VWO	ETF ETF	$7.5M	4.23%	+$149.6K Bought	— 137.9K shares	Q4 2020 Held for 5 years
9 iShares S&P 500 Growth ETF IVW	ETF ETF	$5.7M	3.23%	-$1.1M Sold	— 47.2K shares	Q4 2020 Held for 5 years
10 JPMorgan Ultra-Short Income JPST	ETF ETF	$4.9M	2.77%	+$2.5M Bought	— 96.3K shares	Q3 2022 Held for 3y 3m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Guardian Wealth Advisors, LLC's latest filing

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Market Value

$176.4M

Prior: $168.9M

Q/Q Change

+4.43%

+$7.5M

Net Flows % of MV

-2.99%

Turnover Ratio

5.55%

New Purchases

0 stocks

Added To

25 stocks

+$6.6M

Sold Out Of

5 stocks

$1.6M

Reduced Holdings

37 stocks

-$10.2M

Increased Positions

Position	Shares Δ	Change
1 FactSet Research Systems FDS	+261.52%	499.0 → 1.8K +$373.9K
2 JPMorgan Ultra-Short Income JPST	+105.78%	46.8K → 96.3K +$2.5M
3 Amazon AMZN	+39.69%	965.0 → 1.3K +$84.1K
4 Apple AAPL	+35.99%	2.8K → 3.7K +$252.1K
5 Procter & Gamble PG	+14.08%	4.5K → 5.2K +$98.0K

Decreased Positions

Position	Shares Δ	Change
1 iShares iBoxx High Yield Corporate Bond HYG	Sold	6.9K → 0 −$555.3K
2 T Rowe Price Group TROW	Sold	4.6K → 0 −$445.7K
3 iShares Trust IGSB	Sold	4.1K → 0 −$218.4K
4 Hormel Foods HRL	Sold	6.8K → 0 −$205.5K
5 Sherwin-Williams SHW	Sold	598.0 → 0 −$205.3K