Guardian Wealth Management, Inc. Portfolio Holdings

Guardian Wealth Management, Inc.

  • $147 Million
  • Q3 2025

Guardian Wealth Management, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $147 Million distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sterling Construction CO Inc with a value of $11.5M, Autozone Inc with a value of $8.61M, Abb Vie Inc. with a value of $6.98M, Nelnet Inc with a value of $6.21M, and Apollo Global Management, Inc. with a value of $6.02M.

Examining the 13F form we can see an increase of $15.1M in the current position value, from $132M to 147M.

Guardian Wealth Management, Inc. is based out at Peoria, IL

Below you can find more details about Guardian Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $147 Million
Industrials: $27.7 Million
Financial Services: $25.8 Million
Healthcare: $19 Million
Technology: $16.5 Million
Consumer Cyclical: $15.4 Million
Consumer Defensive: $13.2 Million
ETFs: $9.43 Million
Energy: $8.82 Million
Other: $11.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.3B
$11.5 Million 7.84% of portfolio
33,993
Q3 2025 Reduced 32.97%
$73.2B
$8.61 Million 5.84% of portfolio
2,006
Q3 2025 Added 1.62%
$414B
$6.98 Million 4.74% of portfolio
30,129
Q3 2025 Added 2.49%
$3.43B
$6.21 Million 4.21% of portfolio
49,496
Q3 2025 Added 3.73%
$78.4B
$6.02 Million 4.09% of portfolio
45,159
Q3 2025 Added 3.75%
$971B
$5.45 Million 3.7% of portfolio
7,141
Q3 2025 Added 1.48%
$21.3B
$5.1 Million 3.46% of portfolio
57,511
Q3 2025 Added 2.67%
$39.8B
$4.98 Million 3.38% of portfolio
105,406
Q3 2025 Added 1.26%
$8.25B
$4.86 Million 3.3% of portfolio
159,199
Q3 2025 Added 94.25%
$994M
$4.61 Million 3.13% of portfolio
142,341
Q3 2025 Added 0.14%
$103B
$4.06 Million 2.76% of portfolio
31,241
Q3 2025 Reduced 1.29%
$398M
$3.87 Million 2.63% of portfolio
355,651
Q3 2025 Added 47.7%
$8.47B
$3.84 Million 2.61% of portfolio
26,524
Q3 2025 Added 45.19%
$228B
$3.74 Million 2.54% of portfolio
27,922
Q3 2025 Added 0.44%
$405B
$3.64 Million 2.47% of portfolio
3,757
Q3 2025 New
$11B
$3.38 Million 2.29% of portfolio
9,812
Q3 2025 Added 3.5%
$669M
$3.06 Million 2.08% of portfolio
27,261
Q3 2025 Added 3.32%
$113B
$3.07 Million 2.08% of portfolio
32,456
Q3 2025 Added 5.06%
$0
$3 Million 2.04% of portfolio
37,547
Q3 2025 Added 18.33%
$2B
$3 Million 2.04% of portfolio
40,545
Q3 2025 New
$0
$2.84 Million 1.93% of portfolio
33,816
Q3 2025 Added 20.46%
$232M
$2.73 Million 1.85% of portfolio
112,078
Q3 2025 Added 1.58%
$522B
$2.57 Million 1.74% of portfolio
13,848
Q3 2025 Added 1.6%
$14.7B
$2.55 Million 1.73% of portfolio
31,318
Q3 2025 Added 3.52%
$346B
$2.52 Million 1.71% of portfolio
16,427
Q3 2025 Added 1.93%
$512B
$2.47 Million 1.68% of portfolio
4,350
Q3 2025 Added 0.93%
$204B
$2.27 Million 1.54% of portfolio
16,131
Q3 2025 Added 1.48%
$35.1B
$2.06 Million 1.39% of portfolio
16,530
Q3 2025 Added 2.15%
$20.5B
$1.99 Million 1.35% of portfolio
23,978
Q3 2025 Added 1.18%
$12.6B
$1.96 Million 1.33% of portfolio
240,156
Q3 2025 Added 5.0%
$6.89B
$1.83 Million 1.24% of portfolio
51,764
Q3 2025 Added 3.74%
$150B
$1.78 Million 1.21% of portfolio
30,089
Q3 2025 Added 2.7%
$91.4B
$1.6 Million 1.08% of portfolio
10,281
Q3 2025 Added 1.5%
$193B
$1.45 Million 0.99% of portfolio
12,699
Q3 2025 Added 1.26%
$0
$1.47 Million 0.99% of portfolio
57,007
Q3 2025 Reduced 2.75%
$123B
$1.42 Million 0.96% of portfolio
2,841
Q3 2025 Reduced 1.46%
$0
$1.35 Million 0.92% of portfolio
49,425
Q3 2025 Reduced 4.23%
$4.3T
$1.3 Million 0.88% of portfolio
5,118
Q3 2025 Added 0.08%
$55.9B
$1.12 Million 0.76% of portfolio
57,494
Q3 2025 Added 0.46%
$291B
$1.1 Million 0.75% of portfolio
2,307
Q3 2025 Reduced 0.17%
$192M
$919,000 0.62% of portfolio
65,027
Q3 2025 Added 9.06%
$34.9B
$759,000 0.52% of portfolio
3,187
Q3 2025 Reduced 0.53%
$1.67B
$750,000 0.51% of portfolio
16,699
Q3 2025 Added 8.67%
$3.78T
$645,000 0.44% of portfolio
1,246
Q3 2025 Added 0.08%
$68.5B
$609,000 0.41% of portfolio
4,482
Q3 2025 Reduced 1.41%
$0
$522,000 0.35% of portfolio
2,504
Q3 2025 Added 1.46%
$342B
$449,000 0.3% of portfolio
2,462
Q2 2025 New
$465B
$364,000 0.25% of portfolio
1,951
Q3 2025 Added 0.05%
$37.2B
$356,000 0.24% of portfolio
1,446
Q2 2025 Reduced 3.41%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $147 Million
  • Prior Value $132 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track This Portfolio

Track Guardian Wealth Management, Inc. Portfolio

Follow Guardian Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email