Guardian Wealth Management, Inc. — Q3 2025 13F Holdings

Name: Guardian Wealth Management, Inc. — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001910205

Total reported value

$183.2M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	STRL	Sterling Infrastructure INC	Stock-Industrials	6.82%	+1.38%	-32.97%
2	ANET	Arista Networks INC	Stock-Tech	5.90%	-0.58%	+0.52%
3	AZO	Autozone INC	Stock-Consumer Disc	5.08%	-0.05%	+1.62%
4	ABBV	Abbvie INC	Stock-Healthcare	4.12%	-0.56%	+2.49%
5	NNI	Nelnet Inc-cl A	Stock-Other	3.67%	—	+3.73%
6	APO	Apollo Global Management INC	Stock-Financials	3.56%	-0.86%	+3.75%
7	LLY	Eli Lilly & Co	Stock-Healthcare	3.22%	-0.75%	+1.48%
8	VNOM	Viper Energy Inc-cl A	Stock-Energy	3.02%	+1.59%	—
9	SSNC	Ss&c Technologies Holdings	Stock-Tech	3.02%	—	+2.67%
10	OXY	Occidental Petroleum CORP	Stock-Energy	2.94%	+2.81%	+1.26%
11	LKQ	Lkq CORP	Stock-Consumer Disc	2.87%	+1.35%	+94.25%
12	UTI	Universal Technical Institut	Stock-Other	2.74%	+0.71%	+0.14%
13	BN	Brookfield CORP	Stock-Financials	2.50%	-0.42%	+0.60%
14	KKR	Kkr & Co INC	Stock-Financials	2.40%	-0.76%	-1.29%
15	RPC	Ridgepost Capital Inc-a	Stock-Other	2.29%	+0.31%	+47.70%
16	NICE	Nice LTD - Spon Adr	Stock-Tech	2.27%	+0.94%	+45.19%
17	ABT	Abbott Laboratories	Stock-Healthcare	2.21%	-0.45%	+0.44%
18	ASML	ASML Holding N.V.	Stock-Tech	2.15%	+0.41%	—
19	AYI	Acuity INC	Stock-Industrials	2.00%	-0.42%	+3.50%
20	WM	Waste Management INC	Stock-Industrials	1.99%	-0.03%	+1.46%
21	COP	Conocophillips	Stock-Energy	1.81%	+1.21%	+5.06%
22	NPK	National Presto Inds INC	Stock-Other	1.81%	+0.23%	+3.32%
23	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	1.77%	+0.24%	+18.33%
24	CASH	Pathward Financial INC	Stock-Other	1.77%	+0.69%	—
25	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	1.68%	+0.18%	+20.46%
26	FRPH	Frp Holdings INC	Stock-Other	1.61%	+0.75%	+1.58%
27	JNJ	Johnson & Johnson	Stock-Healthcare	1.52%	+0.21%	+1.60%
28	OMC	Omnicom Group	Stock-Comm Services	1.51%	-1.33%	EXIT
29	PG	Procter & Gamble Co/the	Stock-Consumer Staples	1.49%	+0.04%	+1.93%
30	MA	Mastercard INC - A	Stock-Financials	1.46%	-0.24%	+0.93%
31	PEP	Pepsico INC	Stock-Consumer Staples	1.34%	+0.08%	+1.48%
32	KMB	Kimberly-clark CORP	Stock-Consumer Staples	1.21%	+0.40%	+2.15%
33	GPN	Global Payments INC	Stock-Industrials	1.18%	+0.50%	+1.18%
34	AMCR	Amcor plc	Stock-Consumer Disc	1.16%	—	+5.00%
35	STAG	Stag Industrial INC	Stock-Real Estate	1.08%	—	+3.74%
36	UL	Unilever PLC	Stock-Consumer Staples	1.05%	—	+2.70%
37	LH	Labcorp Holdings INC	Stock-Healthcare	1.05%	—	-0.27%
38	MMM	3m Co	Stock-Industrials	0.94%	—	+1.50%
39	SCHB	Schwab US Broad Market ETF	ETF-Other	0.87%	-0.24%	-2.75%
40	DIS	Walt Disney Co/the	Stock-Comm Services	0.86%	—	+1.26%
41	LMT	Lockheed Martin CORP	Stock-Industrials	0.84%	+0.05%	-1.46%
42	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.80%	-0.14%	-4.23%
43	AAPL	Apple INC	Stock-Tech	0.77%	—	+0.08%
44	WBD	Warner Bros Discovery INC	Stock-Comm Services	0.66%	—	+0.46%
45	CAT	Caterpillar INC	Stock-Industrials	0.65%	-0.06%	-0.17%
46	PINE	Alpine Income Property Trust	Stock-Other	0.54%	+0.07%	+9.06%
47	SIRI	Sirius Xm Holdings INC	Stock-Comm Services	0.47%	+0.25%	+4.16%
48	BR	Broadridge Financial Solutio	Stock-Tech	0.45%	-0.22%	-0.53%
49	NWN	Northwest Natural Holding Co	Stock-Other	0.44%	-0.47%	EXIT
50	MSFT	Microsoft CORP	Stock-Tech	0.38%	-0.13%	+0.08%

1–50 of 61

Holding changes this quarter

Position changes disclosed by Guardian Wealth Management, Inc. for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	STRL	Sterling Infrastructure INC	+3%	-32.97%	Trim
2	ANET	Arista Networks INC	+2.4%	+0.52%	Add
3	ASML	ASML Holding N.V.	+2.1%	—	Add
4	NICE	Nice LTD - Spon Adr	+1.5%	+45.19%	Add
5	OXY	Occidental Petroleum CORP	+1.2%	+1.26%	Add
6	RPC	Ridgepost Capital Inc-a	+1.2%	+47.70%	Add
7	SSNC	Ss&c Technologies Holdings	+1%	+2.67%	Add
8	LKQ	Lkq CORP	+0.6%	+94.25%	Add
9	BN	Brookfield CORP	+0.5%	+0.60%	Add
10	UTI	Universal Technical Institut	+0.4%	+0.14%	Add
11	AYI	Acuity INC	+0.4%	+3.50%	Add
12	WBD	Warner Bros Discovery INC	+0.3%	+0.46%	Trim
13	NNI	Nelnet Inc-cl A	+0.2%	+3.73%	Add
14	VCIT	Vanguard Int-term Corporate	+0.2%	+20.46%	Add
15	VCSH	Vanguard S/t CORP Bond ETF	+0.2%	+18.33%	Add
16	CAT	Caterpillar INC	+0.1%	-0.17%	Trim
17	AZO	Autozone INC	+0.1%	+1.62%	Add
18	LH	Labcorp Holdings INC	+0.1%	-0.27%	Trim
19	NVDA	Nvidia CORP	+0.1%	+0.05%	Add
20	MSFT	Microsoft CORP	+0.1%	+0.08%	Add
21	ABBV	Abbvie INC	0%	+2.49%	Add
22	JNJ	Johnson & Johnson	0%	+1.60%	Add
23	DIS	Walt Disney Co/the	0%	+1.26%	Add
24	AAPL	Apple INC	0%	+0.08%	Trim
25	SCHB	Schwab US Broad Market ETF	0%	-2.75%	Trim
26	KKR	Kkr & Co INC	0%	-1.29%	Trim
27	NPK	National Presto Inds INC	-0.1%	+3.32%	Trim
28	GPN	Global Payments INC	-0.3%	+1.18%	Add
29	KMB	Kimberly-clark CORP	-0.3%	+2.15%	Add
30	PG	Procter & Gamble Co/the	-0.3%	+1.93%	Add
31	FRPH	Frp Holdings INC	-0.5%	+1.58%	Add
32	LLY	Eli Lilly & Co	-1%	+1.48%	Trim
33	VNOM	Viper Energy Inc-cl A	—	NEW	New buy
34	VRSN	Verisign INC	—	EXIT	Sold out
35	CHKP	Check Point Software Technologies Ltd.	—	EXIT	Sold out
36	SB9	Sitio Royalties Corp-a	—	EXIT	Sold out
37	CASH	Pathward Financial INC	—	NEW	New buy
38	BERYEUR	Berry Global Group INC	—	EXIT	Sold out
39	TXN	Texas Instruments INC	—	EXIT	Sold out
40	AMCR	Amcor plc	—	NEW	New buy
41	RVTY	Revvity INC	—	EXIT	Sold out
42	PLTR	Palantir Technologies Inc-a	—	NEW	New buy
43	WFC	Wells Fargo & Co	—	EXIT	Sold out
44	AEP	American Electric Power	—	EXIT	Sold out
45	EMN	Eastman Chemical Co	—	EXIT	Sold out
46	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	Sold out
47	ADI	Analog Devices INC	—	EXIT	Sold out
48	MAGN	Magnera CORP	—	EXIT	Sold out
49	GPC	Genuine Parts Co	—	EXIT	Sold out
50	BIV	Vanguard Intermediate-term B	—	EXIT	Sold out