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CIK: 0001910205
Total reported value
$203.5M
$203.5M
229 檔
18.3%
At the close of Q4 2024, Guardian Wealth Management, Inc. disclosed equity holdings valued at approximately $203.5M, spread across 229 reported holdings.
During Q4 2024, Guardian Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 229 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.34% | -0.04% | +1994.11% | |
| 2 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 5.28% | -3.27% | +0.55% | |
| 3 | ANET | Arista Networks Inc | Stock-Tech | 4.95% | +1.13% | — | |
| 4 | APO | Apollo Global Management Inc | Stock-Financials | 4.66% | -0.05% | +2.74% | |
| 5 | AZO | Autozone Inc | Stock-Consumer Disc | 4.11% | -0.48% | +0.75% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.96% | +0.83% | -6.82% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 3.42% | +0.22% | +1.09% | |
| 8 | NNI | Nelnet Inc-cl A | Stock-Other | 3.21% | -0.11% | -5.81% | |
| 9 | KKR | Kkr & Co Inc | Stock-Financials | 3.21% | -0.20% | -2.44% | |
| 10 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.45% | — | +0.20% | |
| 11 | VRSN | Verisign Inc | Stock-Tech | 2.32% | — | -13.62% | |
| 12 | UTI | Universal Technical Institut | Stock-Other | 2.28% | +0.15% | +50.36% | |
| 13 | BN | Brookfield CORP | Stock-Financials | 2.21% | -0.05% | -2.71% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 2.07% | -0.27% | -1.23% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 2.00% | -0.20% | -0.96% | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 1.93% | — | +34997.87% | |
| 17 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.75% | -0.37% | -0.01% | |
| 18 | AYI | Acuity Inc | Stock-Industrials | 1.75% | +0.43% | +2.69% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.75% | -0.07% | +0.66% | |
| 20 | SB9 | Sitio Royalties Corp-a | Stock-Other | 1.67% | — | -29.99% | |
| 21 | OMC | Omnicom Group | Stock-Comm Services | 1.59% | — | -1.28% | |
| 22 | GPN | Global Payments Inc | Stock-Industrials | 1.55% | +0.01% | — | |
| 23 | FRPH | Frp Holdings Inc | Stock-Other | 1.54% | -0.15% | -0.58% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.48% | -0.05% | -0.10% | |
| 25 | TXN | Texas Instruments Inc | Stock-Tech | 1.47% | — | +0.06% | |
| 26 | NPK | National Presto Inds Inc | Stock-Other | 1.43% | -0.44% | — | |
| 27 | BERYEUR | Berry Global Group Inc | Stock-Other | 1.33% | — | +0.40% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.29% | -0.27% | -18.33% | |
| 29 | COP | Conocophillips | Stock-Energy | 1.24% | -0.62% | -34.32% | |
| 30 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.20% | +0.06% | -11.09% | |
| 31 | RPC | Ridgepost Capital Inc-a | Stock-Other | 1.17% | +0.01% | +0.28% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.13% | +0.15% | +155.20% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.08% | -0.08% | +200.10% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.02% | +0.10% | +231.67% | |
| 35 | STAG | Stag Industrial Inc | Stock-Real Estate | 1.00% | -0.01% | -6.70% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.00% | -0.22% | -2.84% | |
| 37 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.95% | -0.03% | -0.12% | |
| 38 | UL | Unilever PLC | Stock-Consumer Staples | 0.94% | — | -8.63% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | -0.07% | -29.91% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.01% | +0.10% | |
| 41 | LKQ | Lkq CORP | Stock-Consumer Disc | 0.88% | -0.44% | -54.60% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.79% | -0.05% | -11.72% | |
| 43 | MMM | 3m Co | Stock-Industrials | 0.74% | +0.04% | -12.55% | |
| 44 | RVTY | Revvity Inc | Stock-Healthcare | 0.74% | — | -17.75% | |
| 45 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.62% | -1.24% | -64.25% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.92% | -0.98% | |
| 47 | BR | Broadridge Financial Solutio | Stock-Tech | 0.54% | -0.07% | -7.38% | |
| 48 | MDT | Medtronic plc | Stock-Healthcare | 0.53% | — | -26.04% | |
| 49 | CVS | Cvs Health CORP | Stock-Healthcare | 0.51% | — | +151236.36% | |
| 50 | PSX | Phillips 66 | Stock-Energy | 0.49% | -0.06% | -38.22% |
According to official SEC Form 13F filings, Guardian Wealth Management, Inc. reported a total U.S. public equity portfolio value of $203.5M across 229 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHD, STRL, ANET) accounted for 18.3% of total reported equity market value during Q4 2024.
During Q4 2024, Guardian Wealth Management, Inc.'s top holdings by market value included SCHD (6.3%)、STRL (5.3%)、ANET (5.0%). The largest single position, SCHD, represented 6.3% of total portfolio value.
In Q4 2024, Guardian Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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