Guardian Wealth Management

Guardian Wealth Management as of June 30, 2025

Portfolio Holdings for Guardian Wealth Management

Guardian Wealth Management holds 61 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sterling Infrastructure Stock (STRL) 7.8 $12M 51k 230.73
Autozone Stock (AZO) 4.9 $7.3M 2.0k 3712.23
Arista Networks Stock (ANET) 4.6 $7.0M 68k 102.31
Apollo Global Mgmt Stock (APO) 4.1 $6.2M 44k 141.87
Nelnet Inc Cl A Stock (NNI) 3.8 $5.8M 48k 121.12
Eli Lilly & Co Stock (LLY) 3.7 $5.5M 7.0k 779.48
Abbvie Stock (ABBV) 3.6 $5.5M 29k 185.62
Sitio Royalties Corp Class A Stock (STR) 3.3 $5.0M 272k 18.38
Universal Technical Inst Stock (UTI) 3.2 $4.8M 142k 33.89
Ss&c Technologies Hldgs Stock (SSNC) 3.1 $4.6M 56k 82.80
Occidental Pete Corp Stock (OXY) 2.9 $4.4M 104k 42.01
Kkr & Co Stock (KKR) 2.8 $4.2M 32k 133.03
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 2.5 $3.8M 61k 61.85
Abbott Labs Stock (ABT) 2.5 $3.8M 28k 136.01
Waste Mgmt Inc Del Stock (WM) 2.3 $3.4M 15k 228.83
Nice Adr (NICE) 2.1 $3.1M 18k 168.91
Lkq Corp Stock (LKQ) 2.0 $3.0M 82k 37.01
FRP HLDGS Stock (FRPH) 2.0 $3.0M 110k 26.89
Acuity Stock (AYI) 1.9 $2.8M 9.5k 298.36
Conocophillips Stock (COP) 1.8 $2.8M 31k 89.74
National Presto Inds Stock (NPK) 1.7 $2.6M 26k 97.96
Procter And Gamble Stock (PG) 1.7 $2.6M 16k 159.32
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 1.7 $2.5M 32k 79.50
Texas Instrs Stock (TXN) 1.7 $2.5M 12k 207.62
P10 Inc Com Cl A Stock (PX) 1.6 $2.5M 241k 10.22
Mastercard Incorporated Cl A Stock (MA) 1.6 $2.4M 4.3k 561.83
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 1.5 $2.3M 28k 82.92
Omnicom Group Stock (OMC) 1.4 $2.2M 30k 71.94
Amcor Plc Ord Stock (AMCR) 1.4 $2.1M 229k 9.19
Pepsico Stock (PEP) 1.4 $2.1M 16k 132.04
Kimberly-clark Corp Stock (KMB) 1.4 $2.1M 16k 128.92
Johnson & Johnson Stock (JNJ) 1.4 $2.1M 14k 152.76
Global Pmts Stock (GPN) 1.3 $1.9M 24k 80.04
Stag Indl Reit (STAG) 1.2 $1.8M 50k 36.28
Unilever Adr (UL) 1.2 $1.8M 29k 61.17
Labcorp Holdings Stock (LH) 1.1 $1.6M 6.2k 262.54
Disney Walt Stock (DIS) 1.0 $1.6M 13k 124.01
3M Stock (MMM) 1.0 $1.5M 10k 152.24
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $1.4M 59k 23.83
Schwab Us Dividend Equity Etf Etf (SCHD) 0.9 $1.4M 52k 26.50
Lockheed Martin Corp Stock (LMT) 0.9 $1.3M 2.9k 463.00
Revvity Stock (RVTY) 0.7 $1.1M 11k 96.72
Apple Stock (AAPL) 0.7 $1.0M 5.1k 205.17
Caterpillar Stock (CAT) 0.6 $897k 2.3k 388.23
Alpine Income Ppty Tr Reit (PINE) 0.6 $877k 60k 14.71
Broadridge Finl Solutions Stock (BR) 0.5 $779k 3.2k 243.06
Siriusxm Holdings Stock (SIRI) 0.5 $746k 33k 22.97
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.4 $656k 57k 11.46
Microsoft Corp Stock (MSFT) 0.4 $619k 1.2k 497.47
Northwest Nat Hldg Stock (NWN) 0.4 $610k 15k 39.72
Phillips 66 Stock (PSX) 0.4 $542k 4.5k 119.31
Vanguard Small Cap Value Etf Etf (VBR) 0.3 $481k 2.5k 195.05
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $336k 2.5k 136.32
Nvidia Corporation Stock (NVDA) 0.2 $308k 2.0k 157.99
Garmin Stock (GRMN) 0.2 $302k 1.4k 208.66
Astrazeneca Adr (AZN) 0.2 $273k 3.9k 69.87
Vanguard S&p 500 Value Etf Etf (VOOV) 0.2 $236k 1.3k 188.72
Deere & Co Stock (DE) 0.2 $231k 454.00 508.49
Black Stone Minerals L P Com Unit Stock (BSM) 0.1 $158k 12k 13.08
Mind C T I Ltd Ord Stock (MNDO) 0.0 $71k 52k 1.37
Duluth Hldgs Inc Com Cl B Stock (DLTH) 0.0 $65k 31k 2.10