Guardian Wealth Management

Guardian Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Guardian Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sterling Infrastructure Stock (STRL) 6.8 $12M 34k 339.68
Arista Networks Stock (ANET) 5.9 $10M 69k 145.71
Autozone Stock (AZO) 5.1 $8.6M 2.0k 4290.24
Abbvie Stock (ABBV) 4.1 $7.0M 30k 231.54
Nelnet Inc Cl A Stock (NNI) 3.7 $6.2M 50k 125.38
Apollo Global Mgmt Stock (APO) 3.6 $6.0M 45k 133.27
Eli Lilly & Co Stock (LLY) 3.2 $5.4M 7.1k 763.01
Viper Energy Inc Cl A Stock (VNOM) 3.0 $5.1M 134k 38.22
Ss&c Technologies Hldgs Stock (SSNC) 3.0 $5.1M 58k 88.76
Occidental Pete Corp Stock (OXY) 2.9 $5.0M 105k 47.25
Lkq Corp Stock (LKQ) 2.9 $4.9M 159k 30.54
Universal Technical Inst Stock (UTI) 2.7 $4.6M 142k 32.55
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 2.5 $4.2M 62k 68.58
Kkr & Co Stock (KKR) 2.4 $4.1M 31k 129.95
P10 Inc Com Cl A Stock (PX) 2.3 $3.9M 356k 10.88
Nice Adr (NICE) 2.3 $3.8M 27k 144.78
Abbott Labs Stock (ABT) 2.2 $3.7M 28k 133.94
Asml Holding N V N Y Registry Adr (ASML) 2.1 $3.6M 3.8k 968.09
Acuity Stock (AYI) 2.0 $3.4M 9.8k 344.38
Waste Mgmt Inc Del Stock (WM) 2.0 $3.4M 15k 220.83
Conocophillips Stock (COP) 1.8 $3.1M 33k 94.59
National Presto Inds Stock (NPK) 1.8 $3.1M 27k 112.15
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 1.8 $3.0M 38k 79.93
Pathward Financial Stock (CASH) 1.8 $3.0M 41k 74.01
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 1.7 $2.8M 34k 84.11
FRP HLDGS Stock (FRPH) 1.6 $2.7M 112k 24.36
Johnson & Johnson Stock (JNJ) 1.5 $2.6M 14k 185.42
Omnicom Group Stock (OMC) 1.5 $2.6M 31k 81.53
Procter And Gamble Stock (PG) 1.5 $2.5M 16k 153.65
Mastercard Incorporated Cl A Stock (MA) 1.5 $2.5M 4.4k 568.81
Pepsico Stock (PEP) 1.3 $2.3M 16k 140.44
Kimberly-clark Corp Stock (KMB) 1.2 $2.1M 17k 124.35
Global Pmts Stock (GPN) 1.2 $2.0M 24k 83.08
Amcor Plc Ord Stock 1.2 $2.0M 240k 8.18
Stag Indl Reit (STAG) 1.1 $1.8M 52k 35.29
Unilever Adr 1.1 $1.8M 30k 59.28
Labcorp Holdings Stock (LH) 1.1 $1.8M 6.2k 287.06
3M Stock (MMM) 0.9 $1.6M 10k 155.18
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $1.5M 57k 25.71
Disney Walt Stock (DIS) 0.9 $1.5M 13k 114.50
Lockheed Martin Corp Stock (LMT) 0.8 $1.4M 2.8k 499.14
Schwab Us Dividend Equity Etf Etf (SCHD) 0.8 $1.3M 49k 27.30
Apple Stock (AAPL) 0.8 $1.3M 5.1k 254.65
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.7 $1.1M 58k 19.53
Caterpillar Stock (CAT) 0.7 $1.1M 2.3k 477.21
Alpine Income Ppty Tr Reit (PINE) 0.5 $921k 65k 14.17
Siriusxm Holdings Stock (SIRI) 0.5 $787k 34k 23.28
Broadridge Finl Solutions Stock (BR) 0.4 $759k 3.2k 238.18
Northwest Nat Hldg Stock (NWN) 0.4 $750k 17k 44.93
Microsoft Corp Stock (MSFT) 0.4 $645k 1.2k 517.89
Phillips 66 Stock (PSX) 0.4 $610k 4.5k 136.00
Vanguard Small Cap Value Etf Etf (VBR) 0.3 $523k 2.5k 208.75
Palantir Technologies Inc Cl A Stock (PLTR) 0.3 $449k 2.5k 182.42
Nvidia Corporation Stock (NVDA) 0.2 $364k 2.0k 186.58
Garmin Stock (GRMN) 0.2 $356k 1.4k 246.28
Astrazeneca Adr 0.2 $300k 3.9k 76.72
Vanguard S&p 500 Value Etf Etf (VOOV) 0.1 $250k 1.3k 199.56
Jpmorgan Chase & Co Stock (JPM) 0.1 $212k 671.00 315.24
Deere & Co Stock (DE) 0.1 $208k 454.00 457.26
Black Stone Minerals L P Com Unit Stock (BSM) 0.1 $162k 12k 13.14
Mind C T I Ltd Ord Stock (MNDO) 0.0 $57k 52k 1.10