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CIK: 0001910205
Total reported value
$203.5M
$203.5M
229 檔
15.4%
During the Q1 2025 filing period, Guardian Wealth Management, Inc. (CIK: 0001910205) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $203.5M across 229 reported positions.
During Q1 2025, 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 | AZO | Autozone Inc | Stock-Consumer Disc | 4.97% | -0.48% | +3.50% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.17% | +0.83% | +0.52% | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 4.08% | +0.22% | +3.45% | |
| 4 | APO | Apollo Global Management Inc | Stock-Financials | 3.96% | -0.05% | +4.64% | |
| 5 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 3.78% | -3.27% | +8.80% | |
| 6 | ANET | Arista Networks Inc | Stock-Tech | 3.52% | +1.13% | +3.68% | |
| 7 | NNI | Nelnet Inc-cl A | Stock-Other | 3.43% | -0.11% | +4.94% | |
| 8 | VRSN | Verisign Inc | Stock-Tech | 3.34% | — | +19.90% | |
| 9 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 3.03% | — | +3.54% | |
| 10 | SB9 | Sitio Royalties Corp-a | Stock-Other | 2.70% | — | +59.16% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 2.46% | -0.27% | +3.29% | |
| 12 | KKR | Kkr & Co Inc | Stock-Financials | 2.43% | -0.20% | -1.20% | |
| 13 | UTI | Universal Technical Institut | Stock-Other | 2.35% | +0.15% | +5.23% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 2.32% | -0.20% | +3.41% | |
| 15 | LKQ | Lkq CORP | Stock-Consumer Disc | 2.26% | -0.44% | +126.64% | |
| 16 | COP | Conocophillips | Stock-Energy | 2.12% | -0.62% | +64.85% | |
| 17 | FRPH | Frp Holdings Inc | Stock-Other | 2.10% | -0.15% | +49.42% | |
| 18 | BN | Brookfield CORP | Stock-Financials | 2.05% | -0.05% | +3.96% | |
| 19 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.99% | -0.37% | +4.93% | |
| 20 | NPK | National Presto Inds Inc | Stock-Other | 1.86% | -0.44% | +48.80% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.82% | -0.07% | +4.42% | |
| 22 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.75% | -1.24% | +187.93% | |
| 23 | AYI | Acuity Inc | Stock-Industrials | 1.65% | +0.43% | +6.52% | |
| 24 | OMC | Omnicom Group | Stock-Comm Services | 1.64% | — | +9.05% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.61% | +0.15% | +43.36% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.58% | -0.27% | +26.56% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 1.57% | -0.05% | +3.81% | |
| 28 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.53% | +0.06% | +19.25% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.49% | -0.07% | +48.25% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.49% | +0.10% | +45.94% | |
| 31 | BERYEUR | Berry Global Group Inc | Stock-Other | 1.45% | — | +3.66% | |
| 32 | GPN | Global Payments Inc | Stock-Industrials | 1.44% | +0.01% | +8.11% | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 1.43% | — | +3.21% | |
| 34 | STAG | Stag Industrial Inc | Stock-Real Estate | 1.18% | -0.01% | +13.31% | |
| 35 | UL | Unilever PLC | Stock-Consumer Staples | 1.14% | — | +18.41% | |
| 36 | RPC | Ridgepost Capital Inc-a | Stock-Other | 1.13% | +0.01% | +6.01% | |
| 37 | MMM | 3m Co | Stock-Industrials | 0.99% | +0.04% | +20.18% | |
| 38 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.97% | -0.03% | +2.82% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.96% | -0.04% | -84.89% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.89% | -0.22% | -1.03% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.88% | -0.08% | -11.56% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.83% | -0.05% | +21.91% | |
| 43 | RVTY | Revvity Inc | Stock-Healthcare | 0.80% | — | +17.24% | |
| 44 | NICE | Nice LTD - Spon Adr | Stock-Tech | 0.80% | -0.47% | — | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.76% | +0.01% | -1.58% | |
| 46 | PINE | Alpine Income Property Trust | Stock-Other | 0.65% | +0.08% | +52.48% | |
| 47 | BR | Broadridge Financial Solutio | Stock-Tech | 0.55% | -0.07% | -3.39% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.92% | -0.17% | |
| 49 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.49% | +0.10% | +148.44% | |
| 50 | PSX | Phillips 66 | Stock-Energy | 0.45% | -0.06% | -12.49% |
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 Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AZO, LLY, ABBV) accounted for 15.4% of total reported equity market value during Q1 2025.
During Q1 2025, Guardian Wealth Management, Inc.'s top holdings by market value included AZO (5.0%)、LLY (4.2%)、ABBV (4.1%). The largest single position, AZO, represented 5.0% of total portfolio value.
In Q1 2025, 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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