Guardian Wealth Management

Latest statistics and disclosures from Guardian Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Guardian Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Guardian Wealth Management

Companies in the Guardian Wealth Management portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Abbvie Stock (ABBV) 3.8 $3.8M 24k 162.12
Autozone Stock (AZO) 3.1 $3.1M 1.5k 2044.47
Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh Stock (BAM) 3.1 $3.1M 55k 56.57
Abbott Labs Stock (ABT) 2.9 $2.9M 25k 118.35
Arista Networks Stock (ANET) 2.8 $2.8M 20k 139.00
Accenture Plc Ireland Shs Class A Stock (ACN) 2.4 $2.5M 7.3k 337.22
Kkr & Co Stock (KKR) 2.4 $2.5M 42k 58.48
Cboe Global Mkts Stock (CBOE) 2.2 $2.3M +2% 20k 114.44
Check Point Software Tech Ltd Ord Stock (CHKP) 2.1 $2.1M +2% 15k 138.27
Lkq Corp Stock (LKQ) 2.1 $2.1M 46k 45.41
Pepsico Stock (PEP) 2.1 $2.1M 12k 167.39
Waste Mgmt Inc Del Stock (WM) 2.1 $2.1M 13k 158.49
Apollo Global Mgmt Stock (APO) 2.1 $2.1M +4% 33k 61.98
Verisign Stock (VRSN) 2.0 $2.0M +2% 9.1k 222.47

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Hanesbrands Stock (HBI) 2.0 $2.0M +2% 133k 14.89
Procter And Gamble Stock (PG) 1.9 $1.9M 13k 152.78
Brigham Minerals Inc Cl A Stock (MNRL) 1.9 $1.9M +13% 73k 25.55
Perkinelmer Stock (PKI) 1.8 $1.9M 11k 174.50
Lockheed Martin Corp Stock (LMT) 1.8 $1.8M 4.1k 441.51
Johnson & Johnson Stock (JNJ) 1.8 $1.8M +7% 10k 177.21
Nelnet Inc Cl A Stock (NNI) 1.7 $1.7M +3% 21k 85.01
Texas Instrs Stock (TXN) 1.7 $1.7M 9.4k 183.44
Schwab U.s. Broad Market Etf Etf (SCHB) 1.7 $1.7M +82% 31k 53.39
Conocophillips Stock (COP) 1.6 $1.6M +6% 16k 99.97
Stag Indl Reit (STAG) 1.6 $1.6M 39k 41.34
Omnicom Group Stock (OMC) 1.6 $1.6M +5% 19k 84.88
Liberty Media Corp Del Com C Siriusxm Stock (LSXMK) 1.5 $1.5M +3% 33k 45.72
Kimberly-clark Corp Stock (KMB) 1.5 $1.5M +2% 12k 123.20
Disney Walt Stock (DIS) 1.4 $1.4M +4% 11k 137.16
Laboratory Corp Amer Hldgs Stock (LH) 1.4 $1.4M 5.4k 263.62
Discovery Inc Com Ser C Stock (DISCK) 1.4 $1.4M 55k 24.98
Medtronic Stock (MDT) 1.3 $1.4M +2% 12k 110.97
Acuity Brands Stock (AYI) 1.3 $1.3M +3% 6.7k 189.32
Phillips 66 Stock (PSX) 1.2 $1.3M +4% 15k 86.38
P10 Inc Com Cl A Stock (PX) 1.2 $1.2M NEW 103k 12.12
Medical Pptys Trust Reit (MPW) 1.2 $1.2M +2% 57k 21.13
Becton Dickinson & Co Stock (BDX) 1.2 $1.2M 4.5k 265.99
American Elec Pwr Stock (AEP) 1.2 $1.2M 12k 99.79
Pinterest Inc Cl A Stock (PINS) 1.2 $1.2M NEW 48k 24.61
Mastercard Incorporated Cl A Stock (MA) 1.2 $1.2M +2% 3.3k 357.56
Lilly Eli & Co Stock (LLY) 1.1 $1.1M +4% 3.9k 286.33
FRP HLDGS Stock (FRPH) 1.1 $1.1M 19k 57.79
Skyworks Solutions Stock (SWKS) 1.0 $973k +3% 7.3k 133.31
Eastman Chem Stock (EMN) 0.9 $954k 8.5k 112.10
Apple Stock (AAPL) 0.9 $946k -2% 5.4k 174.67
1847 Goedeker Stock (GOED) 0.9 $930k NEW 484k 1.92
Unilever Adr (UL) 0.9 $907k +19% 20k 45.55
Colgate Palmolive Stock (CL) 0.9 $902k +7% 12k 75.85
Mastercraft Boat Hldgs Stock (MCFT) 0.9 $888k +12% 36k 24.62
3M Stock (MMM) 0.9 $885k +3% 5.9k 148.89
Verisk Analytics Stock (VRSK) 0.8 $837k 3.9k 214.62
Broadridge Finl Solutions Stock (BR) 0.8 $760k 4.9k 155.74
Astrazeneca Adr (AZN) 0.7 $725k +2% 11k 66.36
Wells Fargo Stock (WFC) 0.6 $651k 13k 48.47
Mohawk Inds Stock (MHK) 0.6 $610k +4% 4.9k 124.16
Garmin Stock (GRMN) 0.4 $440k 3.7k 118.63
Schwab International Equity Etf Etf (SCHF) 0.4 $426k 12k 36.74
Corning Stock (GLW) 0.4 $424k +6% 12k 36.91
Microsoft Corp Stock (MSFT) 0.4 $395k 1.3k 307.87
Xylem Stock (XYL) 0.4 $379k 4.4k 85.34
Analog Devices Stock (ADI) 0.4 $367k 2.2k 165.32
Huntington Bancshares Stock (HBAN) 0.4 $363k +3% 25k 14.61
Vanguard S&p 500 Etf Etf (VOO) 0.3 $316k +15100% 760.00 415.79
Edison Intl Stock (EIX) 0.3 $316k +6% 4.5k 70.07
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $308k -3% 3.9k 78.81
Schwab U.s. Small-cap Etf Etf (SCHA) 0.3 $306k +97% 6.5k 47.31
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 0.3 $300k 4.7k 63.64
Caterpillar Stock (CAT) 0.3 $297k +3% 1.3k 222.64
Ishares Msci Eafe Etf Etf (EFA) 0.3 $294k 4.0k 73.57
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.3 $282k -2% 10k 27.73
Bunge Stock (BG) 0.3 $272k NEW 2.5k 110.93
Northwest Nat Hldg Stock (NWN) 0.3 $272k +12% 5.3k 51.74
Genuine Parts Stock (GPC) 0.2 $236k 1.9k 125.93
Rpm Intl Stock (RPM) 0.2 $229k 2.8k 81.58
Cisco Sys Stock (CSCO) 0.2 $219k 3.9k 55.65
Jewett Cameron Trading Stock (JCTCF) 0.2 $210k +117% 30k 6.95
Vanguard Intermediate-term Bond Index Fund Etf (BIV) 0.2 $201k +18% 2.5k 81.74
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $184k NEW 66.00 2787.88
Alpine Income Ppty Tr Reit (PINE) 0.2 $179k +12% 9.5k 18.77
Verizon Communications Stock (VZ) 0.2 $174k +3% 3.4k 50.98
Wisdomtree U.s. Ai Enhanced Value Fund Etf (AIVL) 0.2 $165k 1.7k 98.92
Vanguard Short-term Bond Index Fund Etf (BSV) 0.2 $157k +25% 2.0k 77.99
United Parcel Service Inc Cl B Stock (UPS) 0.2 $152k +292% 707.00 214.99
Vanguard Long-term Bond Index Fund Etf (BLV) 0.1 $149k +28% 1.6k 91.47
Esquire Finl Hldgs Stock (ESQ) 0.1 $146k 4.3k 33.63
Black Stone Minerals L P Com Unit Stock (BSM) 0.1 $136k 10k 13.45
Sonoco Prods Stock (SON) 0.1 $125k 2.0k 62.50
Eastern Bankshares Stock (EBC) 0.1 $119k +45% 5.5k 21.50
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $110k 695.00 158.27
Spdr S&p Bank Etf Etf (KBE) 0.1 $108k 2.1k 52.48
Intel Corp Stock (INTC) 0.1 $96k 1.9k 49.33
Jpmorgan Chase & Co Stock (JPM) 0.1 $93k 681.00 136.56
Honeywell Intl Stock (HON) 0.1 $91k 467.00 194.86
Sanofi Adr (SNY) 0.1 $91k +2% 1.8k 51.27
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB) 0.1 $89k 1.9k 47.11
General Dynamics Corp Stock (GD) 0.1 $89k 369.00 241.19
Silvercrest Asset Mgmt Group I Cl A Stock (SAMG) 0.1 $86k 4.2k 20.41
Kla Corp Stock (KLAC) 0.1 $83k 225.00 368.89
Ishares Msci Acwi Ex Us Index Fund Etf (ACWX) 0.1 $82k 1.6k 52.13
Novo-nordisk A S Adr (NVO) 0.1 $82k 735.00 111.56
Coca Cola Stock (KO) 0.1 $82k 1.3k 62.03
Seagate Technology Hldngs Plc Ord Stock (STX) 0.1 $80k 886.00 90.29
British Amern Tob Adr (BTI) 0.1 $80k 1.9k 42.35
Bce Stock (BCE) 0.1 $73k -13% 1.3k 55.77
Spire Stock (SR) 0.1 $71k 994.00 71.43
Pfizer Stock (PFE) 0.1 $68k 1.3k 51.55
At&t Stock (T) 0.1 $65k +2% 2.8k 23.53
Unitedhealth Group Stock (UNH) 0.1 $65k 127.00 511.81
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $65k +96% 1.2k 54.21
Hubbell Stock (HUBB) 0.1 $62k 335.00 185.07
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $60k 170.00 352.94
Diageo Adr (DEO) 0.1 $57k 281.00 202.85
Vanguard Financials Index Fund Etf (VFH) 0.1 $57k -6% 608.00 93.75
Illinois Tool Wks Stock (ITW) 0.1 $56k 267.00 209.74
Crown Castle Intl Corp Reit (CCI) 0.1 $56k 304.00 184.21
Schwab International Small-cap Equity Etf Etf (SCHC) 0.1 $56k 1.5k 38.17
Amgen Stock (AMGN) 0.1 $55k 229.00 240.17
Burford Cap Ltd Ord Stock (BUR) 0.1 $55k 6.0k 9.13
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $54k 341.00 158.36
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $52k 713.00 72.93
Home Depot Stock (HD) 0.1 $52k 174.00 298.85
Invesco S&p 500 Equal Weight Health Care Etf Etf (RYH) 0.1 $52k -28% 168.00 309.52
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.0 $48k 669.00 71.75
Cvs Health Corp Stock (CVS) 0.0 $48k 474.00 101.27
General Mls Stock (GIS) 0.0 $48k -19% 704.00 68.18
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $46k 604.00 76.16
Metropolitan Bk Hldg Corp Stock (MCB) 0.0 $41k 400.00 102.50
S&p Global Stock (SPGI) 0.0 $41k 99.00 414.14
Exxon Mobil Corp Stock (XOM) 0.0 $41k 492.00 83.33
Nextera Energy Stock (NEE) 0.0 $39k 463.00 84.23
Price T Rowe Group Stock (TROW) 0.0 $39k 258.00 151.16
Glaxosmithkline Adr (GSK) 0.0 $37k 855.00 43.27
Bristol-myers Squibb Stock (BMY) 0.0 $37k -2% 508.00 72.83
Parke Bancorp Stock (PKBK) 0.0 $33k 1.4k 23.86
Pimco Investment Grade Corporate Bond Index Exchange-traded Fund Etf (CORP) 0.0 $33k -13% 316.00 104.43
Invesco S&p 500 Equal Weight Energy Etf Etf (RYE) 0.0 $33k 487.00 67.76
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $31k 406.00 76.35
First Tr Energy Income & Growt Cef (FEN) 0.0 $30k 1.9k 16.16
Pnc Finl Svcs Group Stock (PNC) 0.0 $29k 160.00 181.25
Sprouts Fmrs Mkt Stock (SFM) 0.0 $27k 853.00 31.65
Vanguard Small-cap Value Index Fund Etf (VBR) 0.0 $26k 145.00 179.31
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.0 $25k 99.00 252.53
Digital Turbine Stock (APPS) 0.0 $25k +34% 580.00 43.10
Hni Corp Stock (HNI) 0.0 $24k 649.00 36.98
Winmark Corp Stock (WINA) 0.0 $24k 111.00 216.22
Olin Corp Com Par $1 Stock (OLN) 0.0 $21k 399.00 52.63
Lululemon Athletica Stock (LULU) 0.0 $21k 57.00 368.42
Raytheon Technologies Corp Stock (RTX) 0.0 $21k 208.00 100.96
Starbucks Corp Stock (SBUX) 0.0 $20k 215.00 93.02
Mid-amer Apt Cmntys Reit (MAA) 0.0 $20k 97.00 206.19
Qualcomm Stock (QCOM) 0.0 $20k 128.00 156.25
Williams Cos Stock (WMB) 0.0 $20k 590.00 33.90
Invesco S&p 500 Equal Weight Financials Etf Etf (RYF) 0.0 $19k 305.00 62.30
Eaton Corp Stock (ETN) 0.0 $19k 125.00 152.00
Baxter Intl Stock (BAX) 0.0 $17k 223.00 76.23
Vaneck High Yield Muni Etf Etf (HYD) 0.0 $17k 296.00 57.43
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.0 $16k 196.00 81.63
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 0.0 $16k 479.00 33.40
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $15k 222.00 67.57
Blackstone Stock (BX) 0.0 $15k 115.00 130.43
Ppg Inds Stock (PPG) 0.0 $15k +52% 116.00 129.31
Us Bancorp Del Stock (USB) 0.0 $14k 270.00 51.85
Helmerich & Payne Stock (HP) 0.0 $14k 329.00 42.55
Oracle Corp Stock (ORCL) 0.0 $14k 170.00 82.35
Harsco Corp Stock (HSC) 0.0 $14k 1.2k 11.86
Plymouth Indl Reit Reit (PLYM) 0.0 $14k -99% 518.00 27.03
Ansys Stock (ANSS) 0.0 $13k -99% 40.00 325.00
Chevron Corp Stock (CVX) 0.0 $12k 74.00 162.16
Integer Hldgs Corp Stock (ITGR) 0.0 $11k 131.00 83.97
Vanguard Total Stock Market Index Fund Etf (VTI) 0.0 $11k 47.00 234.04
Ss&c Technologies Hldgs Stock (SSNC) 0.0 $10k 127.00 78.74
Aflac Stock (AFL) 0.0 $10k +214% 148.00 67.57
Ishares Russell 2000 Etf Etf (IWM) 0.0 $10k 46.00 217.39
Hf Sinclair Corp Stock 0.0 $9.0k NEW 227.00 39.65
Dupont De Nemours Stock (DD) 0.0 $9.0k 121.00 74.38
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $9.0k 96.00 93.75
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.0 $9.0k 57.00 157.89
Proshares Dj Brookfield Global Infrastructure Etf Etf (TOLZ) 0.0 $8.0k 166.00 48.19
Southern Stock (SO) 0.0 $8.0k 105.00 76.19
Marathon Pete Corp Stock (MPC) 0.0 $8.0k 88.00 90.91
Blackrock Stock (BLK) 0.0 $8.0k 10.00 800.00
Dow Stock (DOW) 0.0 $8.0k 124.00 64.52
Schwab Short-term U.s. Treasury Etf Etf (SCHO) 0.0 $8.0k 171.00 46.78
Dte Energy Stock (DTE) 0.0 $7.0k NEW 50.00 140.00
Vanguard Energy Index Fund Etf (VDE) 0.0 $7.0k 65.00 107.69
Corteva Stock (CTVA) 0.0 $7.0k 120.00 58.33
Kimball Intl Inc Cl B Stock (KBAL) 0.0 $7.0k 882.00 7.94
Vanguard Value Index Fund Etf (VTV) 0.0 $6.0k 41.00 146.34
Vanguard Mid-cap Value Index Fund Etf (VOE) 0.0 $6.0k 41.00 146.34
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.0 $6.0k 2.00 3000.00
Lowes Cos Stock (LOW) 0.0 $6.0k 28.00 214.29
Ishares Global Tech Etf Etf (IXN) 0.0 $5.0k 90.00 55.56
Ford Mtr Co Del Stock (F) 0.0 $5.0k +21% 280.00 17.86
Bk Of America Corp Stock (BAC) 0.0 $4.0k 95.00 42.11
Alliant Energy Corp Stock (LNT) 0.0 $4.0k 70.00 57.14
Gamestop Corp New Cl A Stock (GME) 0.0 $4.0k +25% 25.00 160.00
Polaris Stock (PII) 0.0 $4.0k 36.00 111.11
Western Digital Corp Stock (WDC) 0.0 $4.0k 75.00 53.33
BP Adr (BP) 0.0 $3.0k 108.00 27.78
Amazon Stock (AMZN) 0.0 $3.0k 1.00 3000.00
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 0.0 $3.0k 100.00 30.00
Hershey Stock (HSY) 0.0 $3.0k 14.00 214.29
Electronic Arts Stock (EA) 0.0 $3.0k 21.00 142.86
Anheuser Busch Inbev Sa Adr (BUD) 0.0 $2.0k 33.00 60.61
Nvidia Corporation Stock (NVDA) 0.0 $2.0k +75% 7.00 285.71
Peoples United Financial Stock (PBCT) 0.0 $2.0k NEW 100.00 20.00
Exelon Corp Stock (EXC) 0.0 $2.0k 50.00 40.00
Visa Inc Com Cl A Stock (V) 0.0 $2.0k 8.00 250.00
Spdr Dow Jones International Real Estate Etf Etf (RWX) 0.0 $2.0k 59.00 33.90
Schlumberger Ltd Com Stk Stock (SLB) 0.0 $1.0k 29.00 34.48
Carrier Global Corporation Stock (CARR) 0.0 $1.0k 24.00 41.67
Dt Midstream Stock (DTM) 0.0 $1.0k NEW 13.00 76.92
Ppl Corp Stock (PPL) 0.0 $1.0k NEW 50.00 20.00
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.0 $1.0k 10.00 100.00
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.0 $1.0k 10.00 100.00
Wingstop Stock (WING) 0.0 $1.0k NEW 10.00 100.00
Akoustis Technologies Stock (AKTS) 0.0 $1.0k 100.00 10.00
Advisorshares Pure Cannabis Etf Etf (YOLO) 0.0 $1.0k 100.00 10.00
Qualtrics Intl Inc Com Cl A Stock (XM) 0.0 $1.0k 25.00 40.00
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $1.0k 10.00 100.00
Constellation Energy Corp Stock 0.0 $1.0k NEW 16.00 62.50
Etsy Stock (ETSY) 0.0 $999.999700 7.00 142.86
Floor & Decor Hldgs Inc Cl A Stock (FND) 0.0 $999.999600 NEW 12.00 83.33
Otis Worldwide Corp Stock (OTIS) 0.0 $999.999600 12.00 83.33
Cameco Corp Stock (CCJ) 0.0 $999.999000 30.00 33.33
United Nat Foods Stock (UNFI) 0.0 $999.999000 NEW 30.00 33.33
Draftkings Inc New Com Cl A Stock 0.0 $999.999000 NEW 27.00 37.04
Corsair Gaming Stock (CRSR) 0.0 $999.998200 41.00 24.39
Sangamo Therapeutics Stock (SGMO) 0.0 $999.994000 230.00 4.35
Ericsson Adr B Sek 10 Adr (ERIC) 0.0 $0 30.00 0.00
Brinker Intl Stock (EAT) 0.0 $0 5.00 0.00
Therapeuticsmd Stock (TXMD) 0.0 $0 100.00 0.00
Zillow Group Inc Cl A Stock (ZG) 0.0 $0 9.00 0.00
Canopy Growth Corp Stock (CGC) 0.0 $0 55.00 0.00
Super League Gaming Stock (SLGG) 0.0 $0 150.00 0.00
Esports Entmt Group Stock (GMBL) 0.0 $0 +16% 70.00 0.00
Humanigen Stock (HGEN) 0.0 $0 128.00 0.00
Viatris Stock (VTRS) 0.0 $0 33.00 0.00

Past Filings by Guardian Wealth Management

SEC 13F filings are viewable for Guardian Wealth Management going back to 2021