Guardian Wealth Management

Guardian Wealth Management as of March 31, 2025

Portfolio Holdings for Guardian Wealth Management

Guardian Wealth Management holds 229 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Autozone Stock (AZO) 5.0 $7.4M 2.0k 3812.78
Eli Lilly & Co Stock (LLY) 4.2 $6.2M 7.6k 825.92
Abbvie Stock (ABBV) 4.1 $6.1M 29k 209.52
Apollo Global Mgmt Stock (APO) 4.0 $5.9M 43k 136.94
Sterling Infrastructure Stock (STRL) 3.8 $5.7M 50k 113.21
Arista Networks Stock (ANET) 3.5 $5.3M 68k 77.48
Nelnet Inc Cl A Stock (NNI) 3.4 $5.1M 46k 110.93
Verisign Stock (VRSN) 3.3 $5.0M 20k 253.87
Check Point Software Tech Ltd Ord Stock (CHKP) 3.0 $4.5M 20k 227.92
Sitio Royalties Corp Class A Stock (STR) 2.7 $4.0M 204k 19.87
Abbott Labs Stock (ABT) 2.5 $3.7M 28k 132.65
Kkr & Co Stock (KKR) 2.4 $3.6M 32k 115.61
Universal Technical Inst Stock (UTI) 2.3 $3.5M 137k 25.68
Waste Mgmt Inc Del Stock (WM) 2.3 $3.5M 15k 231.51
Lkq Corp Stock (LKQ) 2.3 $3.4M 80k 42.54
Conocophillips Stock (COP) 2.1 $3.2M 30k 105.02
FRP HLDGS Stock (FRPH) 2.1 $3.1M 110k 28.57
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 2.0 $3.1M 59k 52.41
Ss&c Technologies Hldgs Stock (SSNC) 2.0 $3.0M 36k 83.53
National Presto Inds Stock (NPK) 1.9 $2.8M 32k 87.91
Procter And Gamble Stock (PG) 1.8 $2.7M 16k 170.43
Occidental Pete Corp Stock (OXY) 1.8 $2.6M 53k 49.36
Acuity Stock (AYI) 1.6 $2.5M 9.4k 263.37
Omnicom Group Stock (OMC) 1.6 $2.5M 30k 82.91
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 1.6 $2.4M 31k 78.94
Pepsico Stock (PEP) 1.6 $2.4M 16k 149.94
Mastercard Incorporated Cl A Stock (MA) 1.6 $2.3M 4.3k 548.18
Kimberly-clark Corp Stock (KMB) 1.5 $2.3M 16k 142.23
Johnson & Johnson Stock (JNJ) 1.5 $2.2M 14k 165.84
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 1.5 $2.2M 27k 81.76
Berry Global Group Stock (BERY) 1.5 $2.2M 31k 69.81
Global Pmts Stock (GPN) 1.4 $2.2M 22k 97.92
Texas Instrs Stock (TXN) 1.4 $2.1M 12k 179.71
Stag Indl Reit (STAG) 1.2 $1.8M 49k 36.12
Unilever Adr 1.1 $1.7M 29k 59.55
P10 Inc Com Cl A Stock (PX) 1.1 $1.7M 144k 11.75
3M Stock (MMM) 1.0 $1.5M 10k 146.86
Labcorp Holdings Stock (LH) 1.0 $1.5M 6.2k 232.75
Schwab Us Dividend Equity Etf Etf (SCHD) 1.0 $1.4M 52k 27.96
Lockheed Martin Corp Stock (LMT) 0.9 $1.3M 3.0k 446.84
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $1.3M 62k 21.53
Disney Walt Stock (DIS) 0.8 $1.2M 13k 98.71
Revvity Stock (RVTY) 0.8 $1.2M 11k 105.81
Nice Adr (NICE) 0.8 $1.2M 7.8k 154.17
Apple Stock (AAPL) 0.8 $1.1M 5.2k 222.17
Alpine Income Ppty Tr Reit (PINE) 0.6 $968k 58k 16.72
Broadridge Finl Solutions Stock (BR) 0.6 $829k 3.4k 242.48
Caterpillar Stock (CAT) 0.5 $764k 2.3k 329.89
Siriusxm Holdings Stock (SIRI) 0.5 $729k 32k 22.55
Phillips 66 Stock (PSX) 0.5 $681k 5.5k 123.48
Northwest Nat Hldg Stock (NWN) 0.4 $641k 15k 42.72
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.4 $619k 58k 10.73
Microsoft Corp Stock (MSFT) 0.3 $463k 1.2k 375.50
Vanguard Small Cap Value Etf Etf (VBR) 0.3 $457k 2.5k 186.32
Garmin Stock (GRMN) 0.2 $325k 1.5k 217.15
Astrazeneca Adr 0.2 $291k 4.0k 73.51
Wells Fargo Stock (WFC) 0.2 $277k 3.9k 71.79
Vanguard S&p 500 Value Etf Etf (VOOV) 0.2 $229k 1.2k 184.29
American Elec Pwr Stock (AEP) 0.1 $222k 2.0k 109.30
Deere & Co Stock (DE) 0.1 $213k 454.00 469.35
Nvidia Corporation Stock (NVDA) 0.1 $211k 1.9k 108.38
Eastman Chem Stock (EMN) 0.1 $187k 2.1k 88.13
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $184k 345.00 532.58
Black Stone Minerals L P Com Unit Stock (BSM) 0.1 $183k 12k 15.27
Jpmorgan Chase & Co Stock (JPM) 0.1 $164k 668.00 245.37
Analog Devices Stock (ADI) 0.1 $156k 773.00 201.81
Magnera Corp Stock (MAGN) 0.1 $154k 8.5k 18.16
Genuine Parts Stock (GPC) 0.1 $142k 1.2k 119.17
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $142k 1.9k 76.61
Kla Corp Stock (KLAC) 0.1 $133k 196.00 680.53
Exxon Mobil Corp Stock (XOM) 0.1 $130k 1.1k 119.02
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $126k 1.6k 78.29
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.1 $126k 1.6k 79.86
Seneca Foods Corp New Cl A Stock (SENEA) 0.1 $126k 1.4k 89.04
Cisco Sys Stock (CSCO) 0.1 $120k 1.9k 61.73
British Amern Tob Adr (BTI) 0.1 $113k 2.7k 41.38
Esquire Finl Hldgs Stock (ESQ) 0.1 $112k 1.5k 75.38
Vanguard Long-term Bond Etf Etf (BLV) 0.1 $105k 1.5k 70.46
Burford Cap Ltd Ord Stock (BUR) 0.1 $101k 7.7k 13.21
Air Prods & Chems Stock (APD) 0.1 $101k 341.00 295.13
Rli Corp Stock (RLI) 0.1 $95k 1.2k 80.33
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.1 $93k 278.00 335.23
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $92k 446.00 206.50
Mind C T I Ltd Ord Stock (MNDO) 0.1 $92k 52k 1.78
Siteone Landscape Supply Stock (SITE) 0.1 $87k 715.00 121.44
Coca Cola Stock (KO) 0.1 $87k 1.2k 71.64
General Dynamics Corp Stock (GD) 0.1 $80k 295.00 272.71
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.1 $75k 1.4k 55.47
Grayscale Bitcoin Mini Trust Etf Etf (BTC) 0.0 $74k 2.0k 36.49
Merck & Co Stock (MRK) 0.0 $73k 817.00 89.87
Vanguard Short-term Treasury Etf Etf (VGSH) 0.0 $73k 1.3k 58.69
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $71k 3.0k 23.44
Unitedhealth Group Stock (UNH) 0.0 $68k 130.00 526.29
Invesco S&p 500 High Beta Etf Etf (SPHB) 0.0 $68k 872.00 78.33
Illinois Tool Wks Stock (ITW) 0.0 $66k 267.00 248.01
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.0 $66k 1.0k 65.17
Home Depot Stock (HD) 0.0 $58k 157.00 366.95
Sonoco Prods Stock (SON) 0.0 $57k 1.2k 47.26
Pfizer Stock (PFE) 0.0 $56k 2.2k 25.34
Huntington Bancshares Stock (HBAN) 0.0 $56k 3.7k 15.01
Novo-nordisk A S Adr (NVO) 0.0 $56k 800.00 69.44
Wisdomtree U.s. Ai Enhanced Value Fund Etf (AIVL) 0.0 $54k 495.00 109.94
Duluth Hldgs Inc Com Cl B Stock (DLTH) 0.0 $54k 31k 1.74
S&p Global Stock (SPGI) 0.0 $51k 100.00 509.68
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $51k 293.00 173.35
Hubbell Stock (HUBB) 0.0 $49k 146.00 332.51
Silvercrest Asset Mgmt Group I Cl A Stock (SAMG) 0.0 $48k 2.9k 16.36
Vanguard Russell 1000 Value Etf Etf (VONV) 0.0 $46k 560.00 82.58
Bunge Global Sa Stock (BG) 0.0 $44k 578.00 76.49
Tesla Stock (TSLA) 0.0 $44k 170.00 259.16
Honeywell Intl Stock (HON) 0.0 $43k 205.00 211.80
Verizon Communications Stock (VZ) 0.0 $42k 933.00 45.36
Jewett Cameron Trading Stock (JCTC) 0.0 $42k 9.1k 4.59
Schwab U.s. Large-cap Etf Etf (SCHX) 0.0 $40k 1.8k 22.09
BP Adr (BP) 0.0 $38k 1.1k 33.80
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH) 0.0 $34k 1.1k 29.75
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $34k 209.00 161.17
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $34k 1.3k 26.22
Nextera Energy Stock (NEE) 0.0 $34k 473.00 70.90
Bristol-myers Squibb Stock (BMY) 0.0 $33k 541.00 61.10
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $33k 544.00 60.69
Pnc Finl Svcs Group Stock (PNC) 0.0 $32k 180.00 176.11
General Mls Stock (GIS) 0.0 $31k 523.00 59.86
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $31k 199.00 156.95
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.0 $31k 270.00 115.65
Schwab International Equity Etf Etf (SCHF) 0.0 $29k 1.5k 19.79
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.0 $26k 168.00 154.86
Oracle Corp Stock (ORCL) 0.0 $25k 176.00 140.45
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $24k 95.00 252.53
Aflac Stock (AFL) 0.0 $24k 215.00 111.35
United Parcel Service Inc Cl B Stock (UPS) 0.0 $23k 205.00 110.29
Vanguard Financials Etf Etf (VFH) 0.0 $22k 185.00 119.95
Starbucks Corp Stock (SBUX) 0.0 $22k 226.00 98.11
At&t Stock (T) 0.0 $21k 743.00 28.30
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $19k 208.00 93.45
Blackstone Stock (BX) 0.0 $18k 127.00 139.97
Amgen Stock (AMGN) 0.0 $18k 56.00 313.36
Amazon Stock (AMZN) 0.0 $17k 90.00 190.26
International Business Machs Stock (IBM) 0.0 $17k 68.00 250.65
Automatic Data Processing Stock (ADP) 0.0 $16k 53.00 310.32
Ge Aerospace Stock (GE) 0.0 $16k 78.00 201.76
Integer Hldgs Corp Stock (ITGR) 0.0 $16k 131.00 118.01
Kroger Stock (KR) 0.0 $14k 209.00 67.88
Sanofi Adr (SNY) 0.0 $14k 255.00 55.46
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.0 $14k 151.00 93.39
Chevron Corp Stock (CVX) 0.0 $14k 83.00 167.96
Us Bancorp Del Stock (USB) 0.0 $13k 309.00 42.26
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $13k 165.00 75.89
Hni Corp Stock (HNI) 0.0 $12k 280.00 44.43
Vanguard Value Etf Etf (VTV) 0.0 $12k 71.00 173.96
The Cigna Group Stock (CI) 0.0 $12k 36.00 335.42
Perimeter Solutions Stock (PRM) 0.0 $12k 1.2k 10.07
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $12k 60.00 196.02
Brookfield Wealth Sol Ltd Cl A Exchangeab Stock (BNT) 0.0 $11k 217.00 52.18
Postal Realty Trust Inc Cl A Reit (PSTL) 0.0 $11k 790.00 14.28
Southern Stock (SO) 0.0 $11k 117.00 92.42
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $11k 126.00 84.95
Signet Jewelers Stock (SIG) 0.0 $11k 184.00 58.06
Williams Cos Stock (WMB) 0.0 $11k 177.00 59.77
Diageo Adr (DEO) 0.0 $10k 99.00 105.22
Emerson Elec Stock (EMR) 0.0 $10k 91.00 110.23
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $9.8k 96.00 102.51
Zimmer Biomet Holdings Stock (ZBH) 0.0 $9.2k 81.00 114.09
Mid-amer Apt Cmntys Reit (MAA) 0.0 $9.0k 54.00 167.57
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $9.0k 32.00 282.31
Price T Rowe Group Stock (TROW) 0.0 $8.9k 96.00 92.41
Albertsons Cos Stock (ACI) 0.0 $8.8k 400.00 21.99
Proshares Dj Brookfield Global Infrastructure Etf Etf (TOLZ) 0.0 $8.7k 165.00 52.65
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.0 $8.7k 71.00 122.30
Vanguard Total Bond Market Etf Etf (BND) 0.0 $8.4k 115.00 73.45
Crown Castle Reit (CCI) 0.0 $8.1k 77.00 105.32
Asml Holding N V N Y Registry Adr (ASML) 0.0 $8.0k 12.00 662.67
Invesco S&p 500 Equal Weight Financials Etf Etf (RSPF) 0.0 $7.9k 108.00 72.97
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) 0.0 $7.6k 196.00 38.81
Plymouth Indl Reit Reit 0.0 $7.4k 457.00 16.30
Ppl Corp Stock (PPL) 0.0 $7.3k 202.00 36.16
Eaton Corp Stock (ETN) 0.0 $7.1k 26.00 271.85
Lowes Cos Stock (LOW) 0.0 $7.0k 30.00 234.13
Western Asset Managed Muns Cef (MMU) 0.0 $6.9k 667.00 10.30
Ge Vernova Stock (GEV) 0.0 $5.8k 19.00 305.26
Medtronic Stock (MDT) 0.0 $5.5k 61.00 89.85
Gamestop Corp New Cl A Stock (GME) 0.0 $5.3k 239.00 22.32
Ugi Corp Stock (UGI) 0.0 $5.0k 150.00 33.23
Alliant Energy Corp Stock (LNT) 0.0 $5.0k 77.00 64.64
Schwab International Small-cap Equity Etf Etf (SCHC) 0.0 $4.4k 121.00 36.14
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $4.3k 27.00 160.70
Pimco Investment Grade Corporate Bond Index Etf Etf (CORP) 0.0 $4.3k 44.00 97.73
Conagra Brands Stock (CAG) 0.0 $4.2k 157.00 26.70
GSK Adr (GSK) 0.0 $4.1k 107.00 38.74
Helmerich & Payne Stock (HP) 0.0 $4.0k 153.00 26.27
Constellation Energy Corp Stock (CEG) 0.0 $3.3k 16.00 207.56
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.0 $3.2k 136.00 23.17
Electronic Arts Stock (EA) 0.0 $3.1k 21.00 148.05
Bce Stock (BCE) 0.0 $2.9k 125.00 22.96
Visa Inc Com Cl A Stock (V) 0.0 $2.8k 8.00 355.25
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.0 $2.8k 113.00 24.54
Hershey Stock (HSY) 0.0 $2.6k 15.00 175.40
Lamb Weston Hldgs Stock (LW) 0.0 $2.6k 48.00 54.08
Duke Energy Corp Stock (DUK) 0.0 $2.6k 21.00 123.10
Exelon Corp Stock (EXC) 0.0 $2.6k 55.00 46.62
Dupont De Nemours Stock (DD) 0.0 $2.5k 33.00 76.30
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $2.3k 19.00 122.00
Enviri Corp Stock (NVRI) 0.0 $2.3k 348.00 6.65
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.0 $2.3k 83.00 27.84
Ge Healthcare Technologies Stock (GEHC) 0.0 $2.1k 26.00 80.81
Corteva Stock (CTVA) 0.0 $2.1k 32.00 64.88
Viatris Stock (VTRS) 0.0 $2.0k 231.00 8.71
Carnival Corp Paired Ctf Stock (CCL) 0.0 $2.0k 100.00 19.53
Indivior Plc Ord Stock 0.0 $1.5k 160.00 9.53
Strive U.s. Semiconductor Etf Etf (SHOC) 0.0 $1.5k 37.00 39.70
Liberty Media Corp Del Com Lbty Liv S C Stock 0.0 $1.4k 21.00 68.14
Summit Therapeutics Stock 0.0 $1.3k 70.00 19.29
Dow Stock (DOW) 0.0 $1.3k 36.00 35.56
Enbridge Stock (ENB) 0.0 $1.2k 28.00 44.32
Cameco Corp Stock (CCJ) 0.0 $1.2k 30.00 41.17
Organon & Co Stock (OGN) 0.0 $1.2k 82.00 14.96
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.0 $1.1k 10.00 112.30
Cvs Health Corp Stock (CVS) 0.0 $769.000100 11.00 69.91
Skyworks Solutions Stock (SWKS) 0.0 $377.000000 5.00 75.40
Telefonaktiebolaget Lm Ericss Adr B Sek 10 Adr (ERIC) 0.0 $233.001000 30.00 7.77
Lifetime Brands Stock (LCUT) 0.0 $180.000000 36.00 5.00
Koss Corp Stock (KOSS) 0.0 $33.000100 7.00 4.71
Super League Enterprise Stock 0.0 $1.999900 7.00 0.29
Therapeuticsmd Stock (TXMD) 0.0 $2.000000 2.00 1.00
Travelers Companies Stock (TRV) 0.0 $0 0 0.00
Wabtec Stock (WAB) 0.0 $0 0 0.00
Citigroup Stock (C) 0.0 $0 0 0.00
Chemours Stock (CC) 0.0 $0 0 0.00
Xerox Holdings Corp Stock (XRX) 0.0 $0 0 0.00