Guardian Wealth Management
Latest statistics and disclosures from Guardian Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ANET, AZO, ESGR, LLY, ABBV, and represent 20.24% of Guardian Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: LKQ, LLY, SCHD, STRL, CAT, VOOV, BG, SITE, DIS, APD.
- Started 42 new stock positions in BG, IBM, LW, ADP, CAG, GEHC, ENB, DD, CC, CMCSA.
- Reduced shares in these 10 stocks: MCFT, EIX, WBD, PX, , LSXMK, HBAN, HBI, AEP, LLYVK.
- Sold out of its positions in Canopy Gro, CRSR, DKNG, Fathom Digital Mfg Corp, PAC, EFA, LULU, MCFT, CASH, Bunge.
- Guardian Wealth Management was a net buyer of stock by $1.3M.
- Guardian Wealth Management has $118M in assets under management (AUM), dropping by 10.74%.
- Central Index Key (CIK): 0001910205
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Portfolio Holdings for Guardian Wealth Management
Guardian Wealth Management holds 258 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Arista Networks Stock (ANET) | 5.2 | $6.1M | 26k | 235.51 |
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| Autozone Stock (AZO) | 3.9 | $4.7M | 1.8k | 2585.61 |
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| Enstar Group Stock (ESGR) | 3.8 | $4.5M | 15k | 294.35 |
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| Eli Lilly & Co Stock (LLY) | 3.8 | $4.5M | +35% | 7.7k | 582.96 |
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| Abbvie Stock (ABBV) | 3.5 | $4.2M | 27k | 154.97 |
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| Lkq Corp Stock (LKQ) | 3.2 | $3.8M | +55% | 79k | 47.79 |
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| Apollo Global Mgmt Stock (APO) | 3.2 | $3.8M | 41k | 93.19 |
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| Sterling Infrastructure Stock (STRL) | 3.0 | $3.6M | +36% | 41k | 87.93 |
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| Sitio Royalties Corp Class A Stock (STR) | 2.6 | $3.1M | 131k | 23.51 |
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| Kkr & Co Stock (KKR) | 2.5 | $3.0M | 36k | 82.85 |
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| Abbott Labs Stock (ABT) | 2.5 | $2.9M | 27k | 110.07 |
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| Check Point Software Tech Ltd Ord Stock (CHKP) | 2.4 | $2.8M | 19k | 152.79 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 2.4 | $2.8M | -2% | 8.0k | 350.91 |
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| Conocophillips Stock (COP) | 2.3 | $2.8M | 24k | 116.07 |
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| Waste Mgmt Inc Del Stock (WM) | 2.2 | $2.6M | 14k | 179.09 |
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| Pepsico Stock (PEP) | 2.1 | $2.5M | 15k | 169.84 |
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| Nelnet Inc Cl A Stock (NNI) | 2.0 | $2.4M | +2% | 27k | 88.22 |
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| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 1.9 | $2.3M | 57k | 40.12 |
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| Omnicom Group Stock (OMC) | 1.9 | $2.2M | 26k | 86.51 |
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| FRP HLDGS Stock (FRPH) | 1.9 | $2.2M | 35k | 62.88 |
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| Berry Global Group Stock (BERY) | 1.9 | $2.2M | 33k | 67.39 |
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| Procter And Gamble Stock (PG) | 1.8 | $2.1M | -2% | 15k | 146.54 |
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| Verisign Stock (VRSN) | 1.8 | $2.1M | -3% | 10k | 205.96 |
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| Ss&c Technologies Hldgs Stock (SSNC) | 1.7 | $2.1M | 34k | 61.11 |
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| Johnson & Johnson Stock (JNJ) | 1.7 | $2.0M | 13k | 156.73 |
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| Texas Instrs Stock (TXN) | 1.6 | $1.9M | 11k | 170.45 |
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| Stag Indl Reit (STAG) | 1.5 | $1.8M | 46k | 39.26 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 1.5 | $1.8M | +119% | 23k | 76.13 |
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| Kimberly-clark Corp Stock (KMB) | 1.5 | $1.8M | 15k | 121.51 |
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| Acuity Brands Stock (AYI) | 1.4 | $1.7M | 8.3k | 204.83 |
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| Mastercard Incorporated Cl A Stock (MA) | 1.4 | $1.7M | 3.9k | 426.54 |
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| Lockheed Martin Corp Stock (LMT) | 1.4 | $1.7M | 3.7k | 453.29 |
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| Phillips 66 Stock (PSX) | 1.3 | $1.5M | -4% | 11k | 133.14 |
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| Laboratory Corp Amer Hldgs Stock (LH) | 1.2 | $1.4M | 6.0k | 227.28 |
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| Schwab U.s. Broad Market Etf Etf (SCHB) | 1.1 | $1.3M | 24k | 55.67 |
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| Revvity Stock (RVTY) | 1.1 | $1.3M | 12k | 109.30 |
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| P10 Inc Com Cl A Stock (PX) | 1.1 | $1.3M | -11% | 125k | 10.22 |
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| Unilever Adr (UL) | 1.0 | $1.2M | -6% | 24k | 48.48 |
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| Disney Walt Stock (DIS) | 1.0 | $1.2M | +9% | 13k | 90.29 |
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| Medtronic Stock (MDT) | 0.9 | $1.1M | 13k | 82.38 |
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| Liberty Media Corp Del Com Lbty Srm S C Stock (LSXMK) | 0.9 | $1.1M | -11% | 38k | 28.78 |
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| Skyworks Solutions Stock (SWKS) | 0.9 | $1.1M | -3% | 9.3k | 112.43 |
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| Apple Stock (AAPL) | 0.9 | $1.0M | -7% | 5.4k | 192.54 |
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| Lifetime Brands Stock (LCUT) | 0.8 | $904k | -7% | 135k | 6.71 |
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| Broadridge Finl Solutions Stock (BR) | 0.7 | $876k | 4.3k | 205.74 |
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| 3M Stock (MMM) | 0.7 | $792k | -3% | 7.2k | 109.32 |
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| Alpine Income Ppty Tr Reit (PINE) | 0.6 | $658k | +3% | 39k | 16.91 |
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| Caterpillar Stock (CAT) | 0.5 | $648k | +31% | 2.2k | 295.76 |
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| Hanesbrands Stock (HBI) | 0.5 | $563k | -17% | 126k | 4.46 |
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| Eastman Chem Stock (EMN) | 0.4 | $490k | -5% | 5.5k | 89.82 |
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| Microsoft Corp Stock (MSFT) | 0.4 | $464k | 1.2k | 375.99 |
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| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.4 | $454k | -31% | 40k | 11.38 |
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| Northwest Nat Hldg Stock (NWN) | 0.4 | $434k | 11k | 38.94 |
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| Analog Devices Stock (ADI) | 0.3 | $345k | -2% | 1.7k | 198.65 |
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| American Elec Pwr Stock (AEP) | 0.3 | $338k | -25% | 4.2k | 81.22 |
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| Astrazeneca Adr (AZN) | 0.3 | $323k | -6% | 4.8k | 67.35 |
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| British Amern Tob Adr (BTI) | 0.2 | $292k | +43% | 10k | 29.29 |
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| Liberty Media Corp Del Com Lbty Liv S C Stock (LLYVK) | 0.2 | $283k | -28% | 7.6k | 37.39 |
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| Wells Fargo Stock (WFC) | 0.2 | $270k | -18% | 5.5k | 49.22 |
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| Vanguard S&p 500 Value Etf Etf (VOOV) | 0.2 | $245k | +104% | 1.5k | 167.90 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.2 | $235k | +5% | 1.3k | 179.85 |
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| Garmin Stock (GRMN) | 0.2 | $225k | 1.7k | 128.56 |
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| Fortrea Hldgs Stock (FTRE) | 0.2 | $207k | 5.9k | 34.90 |
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| Schwab International Equity Etf Etf (SCHF) | 0.2 | $206k | -5% | 5.6k | 36.96 |
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| Black Stone Minerals L P Com Unit Stock (BSM) | 0.2 | $200k | 13k | 15.96 |
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| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.2 | $200k | +2% | 2.6k | 76.36 |
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| Genuine Parts Stock (GPC) | 0.2 | $195k | -4% | 1.4k | 138.49 |
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| Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 0.2 | $180k | -7% | 2.6k | 70.27 |
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| Jewett Cameron Trading Stock (JCTCF) | 0.1 | $174k | -19% | 32k | 5.35 |
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| Vanguard Short-term Bond Etf Etf (BSV) | 0.1 | $167k | +5% | 2.2k | 77.03 |
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| Vanguard Long-term Bond Etf Etf (BLV) | 0.1 | $165k | +6% | 2.2k | 74.57 |
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| Cisco Sys Stock (CSCO) | 0.1 | $149k | 2.9k | 50.51 |
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| Kla Corp Stock (KLAC) | 0.1 | $131k | 226.00 | 581.37 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $130k | 365.00 | 356.66 |
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| Burford Cap Ltd Ord Stock (BUR) | 0.1 | $126k | 8.1k | 15.60 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.1 | $123k | 721.00 | 170.05 |
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| Bunge Global Sa Stock (BG) | 0.1 | $122k | NEW | 1.2k | 100.99 |
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| Technology Select Sector Spdr Fund Etf (XLK) | 0.1 | $121k | 629.00 | 192.47 |
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| Vanguard Short-term Treasury Etf Etf (VGSH) | 0.1 | $119k | -5% | 2.0k | 58.34 |
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| Huntington Bancshares Stock (HBAN) | 0.1 | $119k | -52% | 9.3k | 12.72 |
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| Siteone Landscape Supply Stock (SITE) | 0.1 | $116k | NEW | 715.00 | 162.50 |
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| Hubbell Stock (HUBB) | 0.1 | $111k | 337.00 | 329.09 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $109k | 1.1k | 103.45 |
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| Exxon Mobil Corp Stock (XOM) | 0.1 | $105k | -43% | 591.00 | 177.58 |
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| Honeywell Intl Stock (HON) | 0.1 | $102k | 487.00 | 209.69 |
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| Mind C T I Ltd Ord Stock (MNDO) | 0.1 | $101k | +26% | 52k | 1.96 |
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| Air Prods & Chems Stock (APD) | 0.1 | $93k | NEW | 341.00 | 274.00 |
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| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.1 | $92k | -15% | 2.0k | 47.25 |
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| Merck & Co Stock (MRK) | 0.1 | $89k | NEW | 818.00 | 109.02 |
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| Sonoco Prods Stock (SON) | 0.1 | $83k | -20% | 1.5k | 55.89 |
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| Verizon Communications Stock (VZ) | 0.1 | $82k | -8% | 2.2k | 37.70 |
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| Coca Cola Stock (KO) | 0.1 | $81k | +9% | 1.4k | 58.93 |
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| Illinois Tool Wks Stock (ITW) | 0.1 | $80k | +14% | 305.00 | 261.94 |
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| Rli Corp Stock (RLI) | 0.1 | $80k | 597.00 | 133.12 |
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| Wisdomtree U.s. Ai Enhanced Value Fund Etf (AIVL) | 0.1 | $77k | -31% | 804.00 | 95.92 |
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| General Dynamics Corp Stock (GD) | 0.1 | $77k | 296.00 | 260.45 |
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| Seneca Foods Corp New Cl A Stock (SENEA) | 0.1 | $74k | +15% | 1.4k | 52.44 |
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| Esquire Finl Hldgs Stock (ESQ) | 0.1 | $74k | -16% | 1.5k | 49.96 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $68k | 128.00 | 529.41 |
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| Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) | 0.1 | $67k | 1.3k | 51.04 |
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| Pfizer Stock (PFE) | 0.1 | $65k | +245% | 2.2k | 28.79 |
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| Home Depot Stock (HD) | 0.1 | $62k | 180.00 | 345.78 |
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| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.0 | $58k | 1.0k | 56.41 |
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| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.0 | $56k | 657.00 | 85.37 |
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| Amgen Stock (AMGN) | 0.0 | $56k | 193.00 | 288.27 |
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| Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB) | 0.0 | $49k | -12% | 1.6k | 31.03 |
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| Silvercrest Asset Mgmt Group I Cl A Stock (SAMG) | 0.0 | $47k | 2.8k | 17.00 |
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| Tesla Stock (TSLA) | 0.0 | $47k | NEW | 189.00 | 248.48 |
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| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.0 | $46k | 293.00 | 157.91 |
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| Sanofi Adr (SNY) | 0.0 | $46k | -6% | 915.00 | 49.73 |
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| S&p Global Stock (SPGI) | 0.0 | $44k | 100.00 | 439.11 |
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| Diageo Adr (DEO) | 0.0 | $41k | 284.00 | 145.27 |
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| BP Adr (BP) | 0.0 | $40k | +576% | 1.1k | 35.40 |
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| Spdr S&p Bank Etf Etf (KBE) | 0.0 | $39k | -57% | 854.00 | 46.03 |
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| Intel Corp Stock (INTC) | 0.0 | $39k | 772.00 | 50.25 |
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| Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.0 | $38k | 509.00 | 75.38 |
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| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 0.0 | $36k | 443.00 | 81.23 |
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| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.0 | $35k | 448.00 | 77.37 |
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| Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH) | 0.0 | $34k | 1.1k | 29.80 |
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| General Mls Stock (GIS) | 0.0 | $34k | 513.00 | 65.25 |
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| Spire Stock (SR) | 0.0 | $33k | 524.00 | 62.39 |
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| Bce Stock (BCE) | 0.0 | $32k | -19% | 799.00 | 39.38 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $30k | 193.00 | 157.47 |
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| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.0 | $29k | 401.00 | 72.45 |
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| Eaton Corp Stock (ETN) | 0.0 | $28k | 118.00 | 240.82 |
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| Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) | 0.0 | $28k | 246.00 | 114.91 |
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| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.0 | $28k | 500.00 | 56.21 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $28k | 199.00 | 140.93 |
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| Nextera Energy Stock (NEE) | 0.0 | $28k | -5% | 456.00 | 60.77 |
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| Vanguard Financials Etf Etf (VFH) | 0.0 | $27k | -43% | 289.00 | 92.36 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $27k | 172.00 | 154.98 |
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| Bristol-myers Squibb Stock (BMY) | 0.0 | $27k | +28% | 517.00 | 51.32 |
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| Schwab Emerging Markets Equity Etf Etf (SCHE) | 0.0 | $26k | -22% | 1.0k | 24.78 |
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| Hni Corp Stock (HNI) | 0.0 | $25k | 589.00 | 41.84 |
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| Vanguard Mid-cap Value Etf Etf (VOE) | 0.0 | $24k | +69% | 164.00 | 144.58 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.0 | $21k | NEW | 52.00 | 409.52 |
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| Vanguard Small-cap Growth Etf Etf (VBK) | 0.0 | $21k | +67% | 87.00 | 240.74 |
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| Universal Technical Inst Stock (UTI) | 0.0 | $20k | 1.6k | 12.52 |
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| Oracle Corp Stock (ORCL) | 0.0 | $18k | 174.00 | 105.61 |
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| Aflac Stock (AFL) | 0.0 | $18k | +336% | 214.00 | 82.50 |
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| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.0 | $17k | 236.00 | 70.42 |
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| Vaneck High Yield Muni Etf Etf (HYD) | 0.0 | $17k | 319.00 | 51.69 |
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| Blackstone Stock (BX) | 0.0 | $16k | 125.00 | 130.76 |
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| Edison Intl Stock (EIX) | 0.0 | $16k | -97% | 226.00 | 71.49 |
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| Williams Cos Stock (WMB) | 0.0 | $15k | 439.00 | 34.84 |
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| Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) | 0.0 | $15k | 196.00 | 77.53 |
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| Amazon Stock (AMZN) | 0.0 | $14k | 92.00 | 151.93 |
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| Postal Realty Trust Inc Cl A Reit (PSTL) | 0.0 | $14k | 950.00 | 14.56 |
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| Plymouth Indl Reit Reit (PLYM) | 0.0 | $13k | 550.00 | 24.07 |
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| Crown Castle Reit (CCI) | 0.0 | $13k | -50% | 115.00 | 114.80 |
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| Integer Hldgs Corp Stock (ITGR) | 0.0 | $13k | 131.00 | 99.08 |
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| Us Bancorp Del Stock (USB) | 0.0 | $13k | 293.00 | 43.23 |
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| Automatic Data Processing Stock (ADP) | 0.0 | $13k | NEW | 54.00 | 232.24 |
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| Pimco Investment Grade Corporate Bond Index Etf Etf (CORP) | 0.0 | $13k | -7% | 128.00 | 97.60 |
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| GSK Adr (GSK) | 0.0 | $13k | -15% | 337.00 | 37.06 |
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| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.0 | $12k | 151.00 | 78.27 |
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| Chevron Corp Stock (CVX) | 0.0 | $12k | -29% | 79.00 | 149.13 |
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| Spdr S&p Aerospace & Defense Etf Etf (XAR) | 0.0 | $12k | 85.00 | 135.42 |
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| International Business Machs Stock (IBM) | 0.0 | $11k | NEW | 69.00 | 162.46 |
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| The Cigna Group Stock (CI) | 0.0 | $11k | NEW | 37.00 | 297.05 |
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| Price T Rowe Group Stock (TROW) | 0.0 | $11k | 100.00 | 107.88 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $10k | 60.00 | 168.33 |
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| General Electric Stock (GE) | 0.0 | $10k | NEW | 79.00 | 127.03 |
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| Zimmer Biomet Holdings Stock (ZBH) | 0.0 | $9.9k | NEW | 82.00 | 121.18 |
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| Albertsons Cos Stock (ACI) | 0.0 | $9.4k | 408.00 | 23.00 |
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| Kroger Stock (KR) | 0.0 | $9.3k | 204.00 | 45.68 |
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| Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) | 0.0 | $9.2k | 96.00 | 95.51 |
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| Manulife Finl Corp Stock (MFC) | 0.0 | $9.1k | NEW | 414.00 | 22.10 |
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| Olin Corp Com Par $1 Stock (OLN) | 0.0 | $9.1k | -58% | 168.00 | 53.90 |
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| Emerson Elec Stock (EMR) | 0.0 | $8.9k | NEW | 91.00 | 97.85 |
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| Blackrock Stock (BLK) | 0.0 | $8.8k | 11.00 | 797.73 |
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| Mid-amer Apt Cmntys Reit (MAA) | 0.0 | $8.7k | 65.00 | 134.46 |
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| Brookfield Reins Ltd Cl A-1 Exch Nonv Stock (BNRE.A) | 0.0 | $8.7k | NEW | 217.00 | 40.00 |
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| Vanguard Total Bond Market Etf Etf (BND) | 0.0 | $8.5k | 115.00 | 73.55 |
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| Camden Ppty Tr Sh Ben Int Reit (CPT) | 0.0 | $8.4k | 85.00 | 99.29 |
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| Helmerich & Payne Stock (HP) | 0.0 | $8.2k | -29% | 226.00 | 36.29 |
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| Energy Select Sector Spdr Fund Etf (XLE) | 0.0 | $8.1k | 97.00 | 83.91 |
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| Southern Stock (SO) | 0.0 | $7.9k | 113.00 | 69.85 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $7.7k | 32.00 | 239.56 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.0 | $7.3k | 52.00 | 139.69 |
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| Schwab Short-term Us Treasury Etf Etf (SCHO) | 0.0 | $7.1k | -5% | 146.00 | 48.38 |
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| Western Asset Managed Muns Cef (MMU) | 0.0 | $6.8k | NEW | 668.00 | 10.16 |
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| Westrock Stock (WRK) | 0.0 | $6.8k | 163.00 | 41.42 |
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| Lowes Cos Stock (LOW) | 0.0 | $6.5k | 29.00 | 225.79 |
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| Rtx Corporation Stock (RTX) | 0.0 | $6.3k | 75.00 | 84.52 |
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| Invesco S&p 500 Equal Weight Financials Etf Etf (RSPF) | 0.0 | $6.2k | 106.00 | 58.74 |
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| Vanguard Value Etf Etf (VTV) | 0.0 | $6.1k | -70% | 41.00 | 149.22 |
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| Starbucks Corp Stock (SBUX) | 0.0 | $6.0k | -76% | 62.00 | 96.53 |
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| Embecta Corp Stock (EMBC) | 0.0 | $5.9k | -21% | 311.00 | 18.91 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $5.6k | NEW | 128.00 | 43.97 |
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| Dimensional Us Small Cap Value Etf Etf (DFSV) | 0.0 | $5.5k | NEW | 190.00 | 29.12 |
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| Ppl Corp Stock (PPL) | 0.0 | $5.5k | NEW | 202.00 | 27.14 |
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| Neogen Corp Stock (NEOG) | 0.0 | $5.4k | 270.00 | 20.11 |
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| Lamb Weston Hldgs Stock (LW) | 0.0 | $5.3k | NEW | 49.00 | 107.43 |
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| Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG) | 0.0 | $5.3k | 71.00 | 74.01 |
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| Conagra Brands Stock (CAG) | 0.0 | $4.5k | NEW | 157.00 | 28.69 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $4.5k | 27.00 | 165.26 |
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| Schwab International Small-cap Equity Etf Etf (SCHC) | 0.0 | $4.2k | -78% | 121.00 | 34.82 |
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| Perimeter Solutions Sa Stock (PRM) | 0.0 | $3.9k | 855.00 | 4.60 |
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| Alliant Energy Corp Stock (LNT) | 0.0 | $3.8k | 74.00 | 51.31 |
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| Ugi Corp Stock (UGI) | 0.0 | $3.7k | NEW | 151.00 | 24.56 |
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| Dollar Gen Corp Stock (DG) | 0.0 | $3.5k | 25.00 | 138.16 |
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| Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) | 0.0 | $3.3k | 108.00 | 30.68 |
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| Principal Financial Group Stock (PFG) | 0.0 | $3.3k | 41.00 | 79.46 |
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| Enviri Corp Stock (NVRI) | 0.0 | $3.1k | 348.00 | 9.00 |
|
|
| Electronic Arts Stock (EA) | 0.0 | $2.9k | 21.00 | 139.19 |
|
|
| At&t Stock (T) | 0.0 | $2.8k | +17% | 167.00 | 16.79 |
|
| Ford Mtr Co Del Stock (F) | 0.0 | $2.8k | 230.00 | 12.19 |
|
|
| Hershey Stock (HSY) | 0.0 | $2.8k | 15.00 | 184.33 |
|
|
| Dupont De Nemours Stock (DD) | 0.0 | $2.6k | NEW | 34.00 | 76.29 |
|
| West Bancorporation Inc Cap Stk Stock (WTBA) | 0.0 | $2.6k | -77% | 122.00 | 21.25 |
|
| Viatris Stock (VTRS) | 0.0 | $2.5k | +751% | 230.00 | 10.81 |
|
| Indivior Plc Ord Stock (INDV) | 0.0 | $2.4k | 160.00 | 15.27 |
|
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.0 | $2.4k | 8.00 | 303.12 |
|
|
| Visa Inc Com Cl A Stock (V) | 0.0 | $2.1k | 8.00 | 263.88 |
|
|
| Duke Energy Corp Stock (DUK) | 0.0 | $2.1k | NEW | 21.00 | 97.95 |
|
| Ge Healthcare Technologies Stock (GEHC) | 0.0 | $2.0k | NEW | 26.00 | 77.42 |
|
| Dow Stock (DOW) | 0.0 | $2.0k | NEW | 37.00 | 54.32 |
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $1.9k | 16.00 | 119.25 |
|
|
| Exelon Corp Stock (EXC) | 0.0 | $1.9k | 53.00 | 35.85 |
|
|
| Schwab Us Aggregate Bond Etf Etf (SCHZ) | 0.0 | $1.9k | +8% | 40.00 | 47.12 |
|
| Corteva Stock (CTVA) | 0.0 | $1.6k | NEW | 33.00 | 47.91 |
|
| Schlumberger Ltd Com Stk Stock (SLB) | 0.0 | $1.6k | 30.00 | 52.63 |
|
|
| Haleon Plc Spon Ads Adr (HLN) | 0.0 | $1.6k | -67% | 189.00 | 8.23 |
|
| Carrier Global Corporation Stock (CARR) | 0.0 | $1.4k | 25.00 | 57.20 |
|
|
| Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) | 0.0 | $1.3k | 11.00 | 122.64 |
|
|
| Cameco Corp Stock (CCJ) | 0.0 | $1.3k | 30.00 | 43.10 |
|
|
| Organon & Co Stock (OGN) | 0.0 | $1.2k | NEW | 82.00 | 14.49 |
|
| Otis Worldwide Corp Stock (OTIS) | 0.0 | $1.1k | +8% | 13.00 | 86.08 |
|
| Enbridge Stock (ENB) | 0.0 | $1.0k | NEW | 28.00 | 36.04 |
|
| Fathom Digital Mfg Corp Cl A Stock (FATH) | 0.0 | $962.992800 | NEW | 216.00 | 4.46 |
|
| Cvs Health Corp Stock (CVS) | 0.0 | $847.999900 | 11.00 | 77.09 |
|
|
| Proshares Short 7-10 Year Treasury Etf (TBX) | 0.0 | $572.000000 | 20.00 | 28.60 |
|
|
| Proshares Short Financials Etf (SEF) | 0.0 | $568.000000 | -50% | 50.00 | 11.36 |
|
| Xerox Holdings Corp Stock (XRX) | 0.0 | $536.001200 | NEW | 29.00 | 18.48 |
|
| Chemours Stock (CC) | 0.0 | $517.000000 | NEW | 16.00 | 32.31 |
|
| Vodafone Group Adr (VOD) | 0.0 | $512.999100 | NEW | 59.00 | 8.69 |
|
| Proshares Short Real Estate Etf (REK) | 0.0 | $511.000000 | -48% | 28.00 | 18.25 |
|
| Teradata Corp Del Stock (TDC) | 0.0 | $435.000000 | NEW | 10.00 | 43.50 |
|
| Travelers Companies Stock (TRV) | 0.0 | $405.000000 | NEW | 2.00 | 202.50 |
|
| Wabtec Stock (WAB) | 0.0 | $387.000000 | NEW | 3.00 | 129.00 |
|
| Advisorshares Pure Cannabis Etf Etf (YOLO) | 0.0 | $302.000000 | 100.00 | 3.02 |
|
|
| Citigroup Stock (C) | 0.0 | $283.000000 | NEW | 5.00 | 56.60 |
|
| Kyndryl Hldgs Stock (KD) | 0.0 | $249.000000 | NEW | 12.00 | 20.75 |
|
| Telefonaktiebolaget Lm Ericss Adr B Sek 10 Adr (ERIC) | 0.0 | $189.000000 | 30.00 | 6.30 |
|
|
| Blackrock Intermediate Muni Income Bond Etf Etf (INMU) | 0.0 | $176.000300 | 7.00 | 25.14 |
|
|
| Ncr Voyix Corporation Stock (VYX) | 0.0 | $169.000000 | NEW | 10.00 | 16.90 |
|
| Zimvie Stock (ZIMV) | 0.0 | $142.000000 | NEW | 8.00 | 17.75 |
|
| Sangamo Therapeutics Stock (SGMO) | 0.0 | $125.005000 | 230.00 | 0.54 |
|
|
| Ncr Atleos Corporation Stock (NATL) | 0.0 | $121.000000 | NEW | 5.00 | 24.20 |
|
| Gamestop Corp New Cl A Stock (GME) | 0.0 | $88.000000 | -90% | 5.00 | 17.60 |
|
| Vanguard Real Estate Etf Etf (VNQ) | 0.0 | $88.000000 | 1.00 | 88.00 |
|
|
| Akoustis Technologies Stock (AKTS) | 0.0 | $83.000000 | 100.00 | 0.83 |
|
|
| Conduent Stock (CNDT) | 0.0 | $73.000000 | NEW | 20.00 | 3.65 |
|
| Canopy Growth Corp Stock (CGC) | 0.0 | $26.000000 | NEW | 5.00 | 5.20 |
|
| Baxter Intl Stock (BAX) | 0.0 | $22.000000 | -98% | 1.00 | 22.00 |
|
| Super League Enterprise Stock | 0.0 | $10.999800 | 7.00 | 1.57 |
|
|
| Therapeuticsmd Stock (TXMD) | 0.0 | $5.000000 | 2.00 | 2.50 |
|
Past Filings by Guardian Wealth Management
SEC 13F filings are viewable for Guardian Wealth Management going back to 2021
- 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