Guardian Wealth Management
Latest statistics and disclosures from Guardian Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ANET, LLY, AZO, ABBV, STRL, and represent 22.58% of Guardian Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NNI, STR, STRL, DE, LLY, VCSH, WBD, COP, APO, ANET.
- Started 3 new stock positions in DE, GBTC, SPHB.
- Reduced shares in these 10 stocks: ACN, SCHD, LMT, LKQ, BERY, ESGR, EMN, DIS, KKR, VOOV.
- Sold out of its positions in YOLO, BAX, INMU, CGC, CMCSA, DFSV, QQQ, RSPG, IWD, IWF. HYG, OLN, KBE, SGMO, SR, HYD, VNQ.
- Guardian Wealth Management was a net seller of stock by $-609k.
- Guardian Wealth Management has $130M in assets under management (AUM), dropping by 9.73%.
- Central Index Key (CIK): 0001910205
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Guardian Wealth Management holds 244 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Arista Networks Stock (ANET) | 5.9 | $7.6M | 26k | 289.98 |
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Eli Lilly & Co Stock (LLY) | 4.7 | $6.2M | +2% | 7.9k | 777.98 |
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Autozone Stock (AZO) | 4.4 | $5.8M | 1.8k | 3151.65 |
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Abbvie Stock (ABBV) | 3.8 | $4.9M | 27k | 182.10 |
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Sterling Infrastructure Stock (STRL) | 3.7 | $4.8M | +7% | 44k | 110.31 |
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Apollo Global Mgmt Stock (APO) | 3.6 | $4.7M | +2% | 42k | 112.45 |
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Enstar Group Stock (ESGR) | 3.6 | $4.6M | -3% | 15k | 310.76 |
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Sitio Royalties Corp Class A Stock (STR) | 3.4 | $4.4M | +36% | 178k | 24.72 |
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Nelnet Inc Cl A Stock (NNI) | 3.3 | $4.3M | +67% | 46k | 94.65 |
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Lkq Corp Stock (LKQ) | 3.1 | $4.0M | -5% | 75k | 53.41 |
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Kkr & Co Stock (KKR) | 2.7 | $3.5M | -2% | 35k | 100.58 |
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Conocophillips Stock (COP) | 2.4 | $3.2M | +4% | 25k | 127.28 |
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Check Point Software Tech Ltd Ord Stock (CHKP) | 2.4 | $3.1M | 19k | 164.01 |
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Waste Mgmt Inc Del Stock (WM) | 2.4 | $3.1M | 15k | 213.16 |
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Abbott Labs Stock (ABT) | 2.3 | $3.0M | 27k | 113.66 |
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Pepsico Stock (PEP) | 2.0 | $2.6M | +2% | 15k | 175.01 |
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Omnicom Group Stock (OMC) | 2.0 | $2.6M | 26k | 96.76 |
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Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 1.9 | $2.4M | 58k | 41.87 |
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Procter And Gamble Stock (PG) | 1.8 | $2.4M | +2% | 15k | 162.24 |
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Acuity Brands Stock (AYI) | 1.8 | $2.3M | +3% | 8.6k | 268.72 |
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FRP HLDGS Stock (FRPH) | 1.7 | $2.3M | +4% | 37k | 61.40 |
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Ss&c Technologies Hldgs Stock (SSNC) | 1.6 | $2.1M | 33k | 64.37 |
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Johnson & Johnson Stock (JNJ) | 1.5 | $2.0M | 13k | 158.19 |
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Texas Instrs Stock (TXN) | 1.5 | $2.0M | +2% | 11k | 174.22 |
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Mastercard Incorporated Cl A Stock (MA) | 1.5 | $1.9M | +2% | 4.0k | 481.59 |
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Verisign Stock (VRSN) | 1.5 | $1.9M | 10k | 189.51 |
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Kimberly-clark Corp Stock (KMB) | 1.5 | $1.9M | 15k | 129.35 |
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Berry Global Group Stock (BERY) | 1.4 | $1.8M | -9% | 29k | 60.48 |
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Phillips 66 Stock (PSX) | 1.4 | $1.8M | -2% | 11k | 163.33 |
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Stag Indl Reit (STAG) | 1.3 | $1.7M | -2% | 45k | 38.44 |
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Schwab U.s. Broad Market Etf Etf (SCHB) | 1.1 | $1.5M | 24k | 61.05 |
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Disney Walt Stock (DIS) | 1.1 | $1.5M | -7% | 12k | 122.36 |
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Lockheed Martin Corp Stock (LMT) | 1.1 | $1.4M | -14% | 3.1k | 454.81 |
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Lifetime Brands Stock (LCUT) | 1.1 | $1.4M | -2% | 131k | 10.48 |
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Laboratory Corp Amer Hldgs Stock (LH) | 1.0 | $1.3M | 6.0k | 218.44 |
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Unilever Adr (UL) | 1.0 | $1.3M | +4% | 25k | 50.19 |
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Revvity Stock (RVTY) | 0.9 | $1.2M | -3% | 12k | 105.00 |
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P10 Inc Com Cl A Stock (PX) | 0.9 | $1.1M | +8% | 136k | 8.42 |
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Liberty Media Corp Del Com Lbty Srm S C Stock (LSXMK) | 0.9 | $1.1M | 38k | 29.71 |
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Medtronic Stock (MDT) | 0.9 | $1.1M | -3% | 13k | 87.15 |
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Skyworks Solutions Stock (SWKS) | 0.8 | $1.1M | +5% | 9.9k | 108.32 |
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Apple Stock (AAPL) | 0.7 | $919k | 5.4k | 171.48 |
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Schwab Us Dividend Equity Etf Etf (SCHD) | 0.7 | $902k | -52% | 11k | 80.63 |
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Broadridge Finl Solutions Stock (BR) | 0.6 | $835k | -4% | 4.1k | 204.87 |
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Hanesbrands Stock (HBI) | 0.6 | $834k | +13% | 144k | 5.80 |
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3M Stock (MMM) | 0.6 | $818k | +6% | 7.7k | 106.08 |
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Caterpillar Stock (CAT) | 0.6 | $791k | 2.2k | 366.36 |
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Alpine Income Ppty Tr Reit (PINE) | 0.5 | $669k | +12% | 44k | 15.28 |
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Microsoft Corp Stock (MSFT) | 0.4 | $518k | 1.2k | 420.76 |
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Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.4 | $493k | +41% | 57k | 8.73 |
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Northwest Nat Hldg Stock (NWN) | 0.3 | $430k | +3% | 12k | 37.22 |
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Eastman Chem Stock (EMN) | 0.3 | $394k | -27% | 3.9k | 100.21 |
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Liberty Media Corp Del Com Lbty Liv S C Stock (LLYVK) | 0.3 | $335k | 7.7k | 43.82 |
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British Amern Tob Adr (BTI) | 0.2 | $319k | +4% | 10k | 30.50 |
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Astrazeneca Adr (AZN) | 0.2 | $303k | -6% | 4.5k | 67.75 |
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Wells Fargo Stock (WFC) | 0.2 | $303k | -4% | 5.2k | 57.97 |
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American Elec Pwr Stock (AEP) | 0.2 | $295k | -17% | 3.4k | 86.11 |
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Analog Devices Stock (ADI) | 0.2 | $283k | -17% | 1.4k | 197.80 |
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Vanguard Small Cap Value Etf Etf (VBR) | 0.2 | $261k | +4% | 1.4k | 191.86 |
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Fortrea Hldgs Stock (FTRE) | 0.2 | $238k | 5.9k | 40.14 |
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Garmin Stock (GRMN) | 0.2 | $222k | -14% | 1.5k | 148.84 |
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Black Stone Minerals L P Com Unit Stock (BSM) | 0.2 | $201k | 13k | 15.98 |
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Deere & Co Stock (DE) | 0.2 | $200k | NEW | 488.00 | 410.74 |
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Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 0.1 | $185k | -4% | 2.4k | 76.18 |
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Genuine Parts Stock (GPC) | 0.1 | $184k | -15% | 1.2k | 154.98 |
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.1 | $181k | +421% | 2.3k | 77.31 |
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Jewett Cameron Trading Stock (JCTCF) | 0.1 | $173k | 32k | 5.32 |
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Vanguard S&p 500 Value Etf Etf (VOOV) | 0.1 | $172k | -34% | 951.00 | 180.52 |
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Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.1 | $161k | -18% | 2.1k | 75.40 |
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $152k | 362.00 | 420.52 |
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Kla Corp Stock (KLAC) | 0.1 | $149k | -5% | 213.00 | 700.05 |
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Jpmorgan Chase & Co Stock (JPM) | 0.1 | $145k | 725.00 | 200.35 |
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Cisco Sys Stock (CSCO) | 0.1 | $140k | -4% | 2.8k | 49.92 |
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Schwab International Equity Etf Etf (SCHF) | 0.1 | $137k | -37% | 3.5k | 39.02 |
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Novo-nordisk A S Adr (NVO) | 0.1 | $135k | 1.1k | 128.40 |
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Vanguard Short-term Bond Etf Etf (BSV) | 0.1 | $133k | -20% | 1.7k | 76.66 |
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Technology Select Sector Spdr Fund Etf (XLK) | 0.1 | $131k | 629.00 | 208.42 |
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Burford Cap Ltd Ord Stock (BUR) | 0.1 | $129k | 8.1k | 15.97 |
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Siteone Landscape Supply Stock (SITE) | 0.1 | $125k | 715.00 | 174.55 |
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Hubbell Stock (HUBB) | 0.1 | $124k | -11% | 298.00 | 414.66 |
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Exxon Mobil Corp Stock (XOM) | 0.1 | $123k | +79% | 1.1k | 116.23 |
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Vanguard Long-term Bond Etf Etf (BLV) | 0.1 | $123k | -23% | 1.7k | 72.35 |
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Bunge Global Sa Stock (BG) | 0.1 | $108k | -12% | 1.1k | 102.57 |
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Merck & Co Stock (MRK) | 0.1 | $108k | 818.00 | 131.95 |
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Vanguard Short-term Treasury Etf Etf (VGSH) | 0.1 | $104k | -12% | 1.8k | 58.06 |
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Honeywell Intl Stock (HON) | 0.1 | $100k | 489.00 | 205.35 |
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Mind C T I Ltd Ord Stock (MNDO) | 0.1 | $98k | 52k | 1.90 |
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Rli Corp Stock (RLI) | 0.1 | $89k | 597.00 | 148.47 |
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Schwab U.s. Small-cap Etf Etf (SCHA) | 0.1 | $89k | -7% | 1.8k | 49.23 |
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General Dynamics Corp Stock (GD) | 0.1 | $84k | 297.00 | 282.79 |
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Air Prods & Chems Stock (APD) | 0.1 | $83k | 341.00 | 242.45 |
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Huntington Bancshares Stock (HBAN) | 0.1 | $81k | -37% | 5.8k | 13.95 |
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Seneca Foods Corp New Cl A Stock (SENEA) | 0.1 | $80k | 1.4k | 56.90 |
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Sonoco Prods Stock (SON) | 0.1 | $80k | -7% | 1.4k | 57.85 |
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Coca Cola Stock (KO) | 0.1 | $78k | -7% | 1.3k | 61.18 |
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Wisdomtree U.s. Ai Enhanced Value Fund Etf (AIVL) | 0.1 | $77k | -5% | 756.00 | 101.82 |
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Invesco S&p 500 High Beta Etf Etf (SPHB) | 0.1 | $77k | NEW | 872.00 | 87.71 |
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Illinois Tool Wks Stock (ITW) | 0.1 | $72k | -12% | 267.00 | 268.33 |
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Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) | 0.1 | $70k | 1.3k | 53.40 |
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Esquire Finl Hldgs Stock (ESQ) | 0.1 | $70k | 1.5k | 47.48 |
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Grayscale Bitcoin Trust Etf (GBTC) | 0.1 | $69k | NEW | 1.1k | 63.17 |
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Home Depot Stock (HD) | 0.1 | $69k | 180.00 | 384.42 |
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Schwab U.s. Large-cap Etf Etf (SCHX) | 0.0 | $64k | 1.0k | 62.05 |
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Unitedhealth Group Stock (UNH) | 0.0 | $64k | 129.00 | 494.98 |
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Ford Mtr Co Del Stock (F) | 0.0 | $61k | +1900% | 4.6k | 13.28 |
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Pfizer Stock (PFE) | 0.0 | $60k | -3% | 2.2k | 27.75 |
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Amgen Stock (AMGN) | 0.0 | $55k | 194.00 | 284.18 |
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Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 0.0 | $50k | +40% | 623.00 | 80.51 |
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Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.0 | $50k | 293.00 | 169.49 |
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Seagate Technology Hldngs Plc Ord Stock (STX) | 0.0 | $48k | -21% | 516.00 | 93.05 |
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Silvercrest Asset Mgmt Group I Cl A Stock (SAMG) | 0.0 | $45k | 2.8k | 15.81 |
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BP Adr (BP) | 0.0 | $43k | 1.1k | 37.68 |
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S&p Global Stock (SPGI) | 0.0 | $43k | 100.00 | 424.67 |
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Sanofi Adr (SNY) | 0.0 | $42k | -4% | 873.00 | 48.60 |
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Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.0 | $42k | 510.00 | 81.45 |
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Eaton Corp Stock (ETN) | 0.0 | $37k | 118.00 | 312.68 |
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Verizon Communications Stock (VZ) | 0.0 | $37k | -59% | 875.00 | 41.97 |
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General Mls Stock (GIS) | 0.0 | $36k | 516.00 | 69.99 |
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Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH) | 0.0 | $36k | 1.1k | 31.80 |
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Diageo Adr (DEO) | 0.0 | $32k | -23% | 218.00 | 148.51 |
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Tesla Stock (TSLA) | 0.0 | $32k | -3% | 182.00 | 175.79 |
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Vanguard Russell 1000 Value Etf Etf (VONV) | 0.0 | $32k | 402.00 | 78.69 |
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Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $30k | 199.00 | 152.26 |
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Nextera Energy Stock (NEE) | 0.0 | $29k | 460.00 | 63.93 |
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Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.0 | $29k | 501.00 | 58.65 |
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United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $29k | 195.00 | 148.89 |
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Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) | 0.0 | $29k | 246.00 | 116.72 |
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Bristol-myers Squibb Stock (BMY) | 0.0 | $28k | 522.00 | 54.24 |
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Pnc Finl Svcs Group Stock (PNC) | 0.0 | $28k | 174.00 | 161.57 |
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Vanguard Mid-cap Value Etf Etf (VOE) | 0.0 | $26k | 164.00 | 156.20 |
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Universal Technical Inst Stock (UTI) | 0.0 | $25k | 1.6k | 15.94 |
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Vanguard Small-cap Growth Etf Etf (VBK) | 0.0 | $23k | 87.00 | 260.01 |
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Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB) | 0.0 | $22k | -59% | 641.00 | 34.76 |
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Oracle Corp Stock (ORCL) | 0.0 | $22k | 175.00 | 125.55 |
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Bce Stock (BCE) | 0.0 | $20k | -25% | 599.00 | 33.98 |
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Vanguard Financials Etf Etf (VFH) | 0.0 | $19k | -35% | 186.00 | 102.24 |
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Aflac Stock (AFL) | 0.0 | $18k | 214.00 | 85.99 |
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Ishares Core Msci Eafe Etf Etf (IEFA) | 0.0 | $18k | 236.00 | 74.29 |
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Williams Cos Stock (WMB) | 0.0 | $17k | 441.00 | 38.95 |
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Hni Corp Stock (HNI) | 0.0 | $17k | -35% | 378.00 | 45.08 |
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Blackstone Stock (BX) | 0.0 | $17k | 126.00 | 131.15 |
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Amazon Stock (AMZN) | 0.0 | $16k | -2% | 90.00 | 180.38 |
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Edison Intl Stock (EIX) | 0.0 | $16k | 226.00 | 70.73 |
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Integer Hldgs Corp Stock (ITGR) | 0.0 | $15k | 131.00 | 116.68 |
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Ge Aerospace Stock (GE) | 0.0 | $14k | 79.00 | 174.70 |
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Postal Realty Trust Inc Cl A Reit (PSTL) | 0.0 | $14k | 950.00 | 14.32 |
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Automatic Data Processing Stock (ADP) | 0.0 | $13k | 54.00 | 248.96 |
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The Cigna Group Stock (CI) | 0.0 | $13k | 37.00 | 360.27 |
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Us Bancorp Del Stock (USB) | 0.0 | $13k | 296.00 | 44.72 |
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Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.0 | $13k | 152.00 | 86.53 |
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International Business Machs Stock (IBM) | 0.0 | $13k | 69.00 | 189.70 |
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Chevron Corp Stock (CVX) | 0.0 | $13k | 80.00 | 157.41 |
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GSK Adr (GSK) | 0.0 | $13k | -13% | 293.00 | 42.87 |
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Plymouth Indl Reit Reit (PLYM) | 0.0 | $12k | 550.00 | 22.50 |
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Crown Castle Reit (CCI) | 0.0 | $12k | 116.00 | 105.53 |
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Spdr S&p Aerospace & Defense Etf Etf (XAR) | 0.0 | $12k | 85.00 | 140.51 |
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Kroger Stock (KR) | 0.0 | $12k | 205.00 | 57.14 |
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Price T Rowe Group Stock (TROW) | 0.0 | $11k | -8% | 92.00 | 122.24 |
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Pimco Investment Grade Corporate Bond Index Etf Etf (CORP) | 0.0 | $11k | -9% | 116.00 | 95.91 |
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Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $11k | 60.00 | 181.15 |
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Zimmer Biomet Holdings Stock (ZBH) | 0.0 | $11k | 82.00 | 131.41 |
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Emerson Elec Stock (EMR) | 0.0 | $10k | 91.00 | 114.02 |
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Manulife Finl Corp Stock (MFC) | 0.0 | $10k | 414.00 | 24.99 |
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Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) | 0.0 | $9.8k | 96.00 | 101.74 |
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Helmerich & Payne Stock (HP) | 0.0 | $9.5k | 226.00 | 42.15 |
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Energy Select Sector Spdr Fund Etf (XLE) | 0.0 | $9.2k | 97.00 | 94.48 |
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Blackrock Stock (BLK) | 0.0 | $9.1k | 11.00 | 824.27 |
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Brookfield Reins Ltd Cl A-1 Exch Nonv Stock (BNRE.A) | 0.0 | $9.0k | 217.00 | 41.56 |
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Albertsons Cos Stock (ACI) | 0.0 | $8.7k | 408.00 | 21.44 |
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Mid-amer Apt Cmntys Reit (MAA) | 0.0 | $8.6k | 65.00 | 131.58 |
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Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $8.4k | 32.00 | 263.38 |
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Camden Ppty Tr Sh Ben Int Reit (CPT) | 0.0 | $8.4k | 85.00 | 98.40 |
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Vanguard Total Bond Market Etf Etf (BND) | 0.0 | $8.4k | 115.00 | 72.63 |
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Southern Stock (SO) | 0.0 | $8.2k | 114.00 | 71.55 |
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Westrock Stock (WRK) | 0.0 | $8.1k | 164.00 | 49.37 |
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.0 | $7.8k | 52.00 | 150.92 |
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Lowes Cos Stock (LOW) | 0.0 | $7.5k | +3% | 30.00 | 251.03 |
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Rtx Corporation Stock (RTX) | 0.0 | $7.4k | 76.00 | 97.29 |
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Western Asset Managed Muns Cef (MMU) | 0.0 | $7.0k | 668.00 | 10.44 |
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Invesco S&p 500 Equal Weight Financials Etf Etf (RSPF) | 0.0 | $6.9k | 107.00 | 64.09 |
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Schwab Short-term Us Treasury Etf Etf (SCHO) | 0.0 | $6.8k | -2% | 142.00 | 48.17 |
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Vanguard Value Etf Etf (VTV) | 0.0 | $6.7k | 41.00 | 163.56 |
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Perimeter Solutions Sa Stock (PRM) | 0.0 | $6.3k | 855.00 | 7.42 |
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Starbucks Corp Stock (SBUX) | 0.0 | $5.7k | 63.00 | 90.98 |
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Ppl Corp Stock (PPL) | 0.0 | $5.6k | 202.00 | 27.57 |
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Lamb Weston Hldgs Stock (LW) | 0.0 | $5.2k | 49.00 | 105.88 |
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Conagra Brands Stock (CAG) | 0.0 | $4.7k | 157.00 | 29.68 |
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Schwab International Small-cap Equity Etf Etf (SCHC) | 0.0 | $4.3k | 121.00 | 35.73 |
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Neogen Corp Stock (NEOG) | 0.0 | $4.3k | 270.00 | 15.78 |
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Dollar Gen Corp Stock (DG) | 0.0 | $4.0k | +4% | 26.00 | 153.15 |
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Alliant Energy Corp Stock (LNT) | 0.0 | $3.8k | 75.00 | 50.24 |
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Ugi Corp Stock (UGI) | 0.0 | $3.7k | 151.00 | 24.50 |
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Indivior Plc Ord Stock (INDV) | 0.0 | $3.4k | 160.00 | 21.42 |
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Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) | 0.0 | $3.4k | 109.00 | 30.93 |
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Enviri Corp Stock (NVRI) | 0.0 | $3.2k | 348.00 | 9.15 |
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Constellation Energy Corp Stock (CEG) | 0.0 | $3.0k | 16.00 | 189.00 |
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At&t Stock (T) | 0.0 | $3.0k | 169.00 | 17.64 |
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Hershey Stock (HSY) | 0.0 | $2.9k | 15.00 | 193.67 |
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Electronic Arts Stock (EA) | 0.0 | $2.8k | 21.00 | 135.19 |
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Viatris Stock (VTRS) | 0.0 | $2.7k | 230.00 | 11.93 |
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Embecta Corp Stock (EMBC) | 0.0 | $2.6k | -37% | 195.00 | 13.27 |
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Dupont De Nemours Stock (DD) | 0.0 | $2.6k | 34.00 | 76.03 |
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Ge Healthcare Technologies Stock (GEHC) | 0.0 | $2.4k | 26.00 | 91.04 |
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Visa Inc Com Cl A Stock (V) | 0.0 | $2.3k | 8.00 | 282.88 |
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West Bancorporation Inc Cap Stk Stock (WTBA) | 0.0 | $2.2k | 124.00 | 17.84 |
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Dow Stock (DOW) | 0.0 | $2.1k | 37.00 | 57.38 |
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Schwab Emerging Markets Equity Etf Etf (SCHE) | 0.0 | $2.1k | -92% | 83.00 | 25.37 |
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Schwab Us Aggregate Bond Etf Etf (SCHZ) | 0.0 | $2.1k | +15% | 46.00 | 45.70 |
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Duke Energy Corp Stock (DUK) | 0.0 | $2.0k | 21.00 | 97.62 |
|
|
Exelon Corp Stock (EXC) | 0.0 | $2.0k | 53.00 | 37.92 |
|
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Principal Financial Group Stock (PFG) | 0.0 | $1.9k | -43% | 23.00 | 84.78 |
|
Corteva Stock (CTVA) | 0.0 | $1.9k | 33.00 | 57.64 |
|
|
Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $1.7k | -99% | 5.00 | 346.60 |
|
Schlumberger Ltd Com Stk Stock (SLB) | 0.0 | $1.7k | 30.00 | 55.70 |
|
|
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) | 0.0 | $1.6k | 11.00 | 142.82 |
|
|
Organon & Co Stock (OGN) | 0.0 | $1.5k | 82.00 | 18.89 |
|
|
Carrier Global Corporation Stock (CARR) | 0.0 | $1.5k | 25.00 | 58.08 |
|
|
Cameco Corp Stock (CCJ) | 0.0 | $1.3k | 30.00 | 43.33 |
|
|
Otis Worldwide Corp Stock (OTIS) | 0.0 | $1.2k | 13.00 | 95.85 |
|
|
Haleon Plc Spon Ads Adr (HLN) | 0.0 | $1.1k | -29% | 134.00 | 8.49 |
|
Enbridge Stock (ENB) | 0.0 | $1.0k | 28.00 | 36.18 |
|
|
Fathom Digital Mfg Corp Cl A Stock (FATH) | 0.0 | $995.997600 | 216.00 | 4.61 |
|
|
Cvs Health Corp Stock (CVS) | 0.0 | $864.000500 | 11.00 | 78.55 |
|
|
Proshares Short 7-10 Year Treasury Etf (TBX) | 0.0 | $585.000000 | 20.00 | 29.25 |
|
|
Vodafone Group Adr (VOD) | 0.0 | $524.002600 | 59.00 | 8.88 |
|
|
Xerox Holdings Corp Stock (XRX) | 0.0 | $523.000500 | 29.00 | 18.03 |
|
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Proshares Short Real Estate Etf (REK) | 0.0 | $517.000400 | 28.00 | 18.46 |
|
|
Proshares Short Financials Etf (SEF) | 0.0 | $509.000000 | 50.00 | 10.18 |
|
|
Travelers Companies Stock (TRV) | 0.0 | $489.000000 | 2.00 | 244.50 |
|
|
Wabtec Stock (WAB) | 0.0 | $444.000000 | 3.00 | 148.00 |
|
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Chemours Stock (CC) | 0.0 | $430.000000 | 16.00 | 26.88 |
|
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Teradata Corp Del Stock (TDC) | 0.0 | $387.000000 | 10.00 | 38.70 |
|
|
Citigroup Stock (C) | 0.0 | $347.000000 | 5.00 | 69.40 |
|
|
Kyndryl Hldgs Stock (KD) | 0.0 | $261.000000 | 12.00 | 21.75 |
|
|
Telefonaktiebolaget Lm Ericss Adr B Sek 10 Adr (ERIC) | 0.0 | $165.000000 | 30.00 | 5.50 |
|
|
Zimvie Stock (ZIMV) | 0.0 | $132.000000 | 8.00 | 16.50 |
|
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Ncr Voyix Corporation Stock (VYX) | 0.0 | $126.000000 | 10.00 | 12.60 |
|
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Ncr Atleos Corporation Stock (NATL) | 0.0 | $99.000000 | 5.00 | 19.80 |
|
|
Conduent Stock (CNDT) | 0.0 | $68.000000 | 20.00 | 3.40 |
|
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Gamestop Corp New Cl A Stock (GME) | 0.0 | $63.000000 | 5.00 | 12.60 |
|
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Akoustis Technologies Stock (AKTS) | 0.0 | $59.000000 | 100.00 | 0.59 |
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Super League Enterprise Stock | 0.0 | $15.000300 | 7.00 | 2.14 |
|
|
Therapeuticsmd Stock (TXMD) | 0.0 | $5.000000 | 2.00 | 2.50 |
|
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Intel Corp Stock (INTC) | 0.0 | $0 | 0 | 0.00 |
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Past Filings by Guardian Wealth Management
SEC 13F filings are viewable for Guardian Wealth Management going back to 2021
- Guardian Wealth Management 2024 Q1 filed May 14, 2024
- Guardian Wealth Management 2023 Q4 filed Feb. 14, 2024
- Guardian Wealth Management 2023 Q3 filed Nov. 1, 2023
- Guardian Wealth Management 2023 Q2 filed Aug. 14, 2023
- Guardian Wealth Management 2023 Q1 filed May 9, 2023
- Guardian Wealth Management 2022 Q4 filed Feb. 10, 2023
- Guardian Wealth Management 2022 Q3 filed Nov. 14, 2022
- Guardian Wealth Management 2022 Q2 filed Aug. 15, 2022
- Guardian Wealth Management 2022 Q1 filed May 13, 2022
- Guardian Wealth Management 2021 Q4 filed Feb. 15, 2022