Guardian Wealth Management

Guardian Wealth Management as of March 31, 2026

Portfolio Holdings for Guardian Wealth Management

Guardian Wealth Management holds 61 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sterling Infrastructure Stock (STRL) 7.4 $14M 33k 407.27
Arista Networks Stock (ANET) 4.6 $8.4M 68k 122.78
Autozone Stock (AZO) 3.9 $7.1M 2.1k 3377.78
Occidental Pete Corp Stock (OXY) 3.8 $7.0M 107k 65.00
Eli Lilly & Co Stock (LLY) 3.8 $6.9M 7.5k 919.81
Nelnet Inc Cl A Stock (NNI) 3.6 $6.6M 51k 128.96
Viper Energy Inc Cl A Stock (VNOM) 3.6 $6.5M 139k 46.99
Abbvie Stock (ABBV) 3.4 $6.2M 28k 217.50
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL) 3.2 $5.8M 77k 75.65
Apollo Global Mgmt Stock (APO) 2.9 $5.3M 48k 111.42
Universal Technical Inst Stock (UTI) 2.8 $5.2M 143k 36.10
Ss&c Tech Hldgs Stock (SSNC) 2.8 $5.1M 75k 67.57
Asml Hldg Nv N Y Registry Adr (ASML) 2.8 $5.0M 3.8k 1320.83
Lkq Corp Stock (LKQ) 2.7 $5.0M 170k 29.37
Pathward Financial Stock (CASH) 2.7 $4.9M 55k 89.23
Caterpillar Stock (CAT) 2.5 $4.6M 6.5k 708.56
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 2.4 $4.4M 55k 79.27
Conocophillips Stock (COP) 2.4 $4.3M 33k 132.00
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 2.3 $4.2M 50k 82.75
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 2.0 $3.7M 93k 40.47
Waste Mgmt Inc Del Stock (WM) 1.9 $3.5M 15k 229.79
Johnson & Johnson Stock (JNJ) 1.9 $3.5M 14k 244.45
National Presto Inds Stock (NPK) 1.8 $3.4M 25k 137.06
Acuity Stock (AYI) 1.7 $3.0M 11k 280.24
Nice Adr (NICE) 1.5 $2.8M 26k 110.26
Kkr & Co Stock (KKR) 1.5 $2.7M 30k 92.50
Ridgepost Cap Inc Cl A Stock (RPC) 1.5 $2.7M 369k 7.26
Abbott Laboratories Stock (ABT) 1.4 $2.6M 25k 102.67
Pepsico Stock (PEP) 1.4 $2.6M 17k 155.29
Sprouts Fmrs Mkt Stock (SFM) 1.4 $2.5M 33k 77.13
Procter & Gamble Stock (PG) 1.3 $2.4M 17k 144.44
Mastercard Incorporated Cl A Stock (MA) 1.2 $2.2M 4.4k 499.70
FRP HLDGS Stock (FRPH) 1.1 $2.0M 93k 21.88
Amcor Stock (AMCR) 1.1 $2.0M 50k 39.75
Stag Industrial Reit (STAG) 1.1 $1.9M 54k 36.06
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.9 $1.7M 62k 27.46
Labcorp Holdings Stock (LH) 0.9 $1.7M 6.3k 266.85
Global Pmts Stock (GPN) 0.9 $1.7M 25k 67.30
Kimberly-clark Corp Stock (KMB) 0.9 $1.6M 17k 96.47
Unilever Adr (UL) 0.9 $1.6M 28k 56.97
Lockheed Martin Corp Stock (LMT) 0.8 $1.6M 2.6k 604.62
3M Stock (MMM) 0.8 $1.5M 11k 145.24
Alpine Income Ppty Tr Reit (PINE) 0.7 $1.3M 74k 18.00
Disney Walt Stock (DIS) 0.7 $1.3M 13k 96.39
Apple Stock (AAPL) 0.7 $1.3M 4.9k 253.81
Schwab Us Dividend Equity Etf Etf (SCHD) 0.6 $1.2M 38k 30.68
Schwab U.s. Broad Market Etf Etf (SCHB) 0.6 $1.1M 44k 25.10
Siriusxm Holdings Stock (SIRI) 0.5 $846k 37k 23.08
Phillips 66 Stock (PSX) 0.4 $694k 3.8k 182.20
Eagle Matls Stock (EXP) 0.4 $666k 3.5k 189.48
Vanguard Small Cap Value Etf Etf (VBR) 0.3 $544k 2.5k 217.29
Nvidia Corporation Stock (NVDA) 0.3 $490k 2.8k 174.40
Broadridge Finl Solutions Stock (BR) 0.2 $347k 2.1k 162.49
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $344k 2.4k 146.28
Vanguard Value Etf Etf (VTV) 0.2 $338k 1.7k 196.24
Astrazeneca Plc Ord Adr (AZN) 0.2 $316k 1.6k 197.22
Garmin Stock (GRMN) 0.2 $285k 1.2k 232.01
Vanguard S&p 500 Value Etf Etf (VOOV) 0.1 $257k 1.3k 203.85
Microsoft Corp Stock (MSFT) 0.1 $257k 693.00 370.19
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $254k 884.00 287.05
Black Stone Minerals L P Com Unit Stock (BSM) 0.1 $188k 12k 15.12