Guardian Wealth Management, Inc. Purchases in Q2 2024

Guardian Wealth Management, Inc.

  • $122 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
1
+ 0.88%
$67.77 - $80.71 $67.8 - $80.7
115 $8K
SLB
Schlumberger Limited

Energy
1
+ 3.33%
$43.0 - $55.22 $43 - $55.2
31 $1K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6
+ 13.04%
$44.66 - $45.99 $268 - $276
52 $2K
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.2%
$56.22 - $60.47 $56.2 - $60.5
502 $29K
Solventum Corp Com Shs
1.8K
New
N/A
1.8K $0
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
35
+ 1.24%
$14.14 - $15.94 $495 - $558
2.85K $44K
PFE
Pfizer Inc

Healthcare
8
+ 0.37%
$25.26 - $29.6 $202 - $237
2.18K $60K
CVX
Chevron Corp

Energy
1
+ 1.25%
$152.57 - $166.33 $153 - $166
81 $12K
Labcorp Holdings Inc Com Shs
6.01K
New
N/A
6.01K $0
IEFA
Ishares Tr

ETFs
5
+ 2.12%
$70.77 - $76.19 $354 - $381
241 $17K
RYH
Invesco S&P 500 Equal Weight H

ETFs
2
+ 0.18%
N/A
1.14K $0
Ge Vernova Inc Com
19
New
N/A
19 $0
BSM
Black Stone Minerals, L.P.

Energy
210
+ 1.67%
$15.36 - $16.7 $3.23K - $3.51K
12.8K $200K
EXC
Exelon Corp

Utilities
1
+ 1.89%
$34.61 - $38.73 $34.6 - $38.7
54 $1K
INTC
Intel Corp

Technology
0
New
$29.85 - $44.52 $0 - $0
0 $0
UPS
United Parcel Service Inc

Industrials
3
+ 1.54%
$134.2 - $152.27 $403 - $457
198 $27K
KR
Kroger CO

Consumer Defensive
1
+ 0.49%
$49.37 - $57.82 $49.4 - $57.8
206 $10K
XOM
Exxon Mobil Corp

Energy
9
+ 0.85%
$108.36 - $122.2 $975 - $1.1K
1.07K $122K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9
+ 0.42%
$73.13 - $75.43 $658 - $679
2.15K $160K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 1.15%
$146.54 - $161.4 $293 - $323
176 $27K
AB
Alliancebernstein Holding L.P.

Financial Services
9
+ 1.4%
$32.34 - $34.98 $291 - $315
650 $21K
TROW
Price T Rowe Group Inc

Financial Services
1
+ 1.09%
$108.72 - $120.3 $109 - $120
93 $10K
BP
Bp PLC

Energy
1
+ 0.09%
$34.89 - $39.65 $34.9 - $39.7
1.13K $40K
USB
Us Bancorp \De\

Financial Services
4
+ 1.35%
$38.45 - $43.95 $154 - $176
300 $11K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
1
+ 0.11%
$79.94 - $87.17 $79.9 - $87.2
873 $73K
GIS
General Mills Inc

Consumer Defensive
2
+ 0.39%
$63.26 - $71.61 $127 - $143
518 $32K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.56%
$325.1 - $368.03 $325 - $368
181 $62K
BMY
Bristol Myers Squibb CO

Healthcare
6
+ 1.15%
$40.25 - $52.99 $242 - $318
528 $21K
SON
Sonoco Products CO

Consumer Cyclical
4
+ 0.29%
$50.72 - $61.45 $203 - $246
1.38K $70K
GPC
Genuine Parts CO

Consumer Cyclical
2
+ 0.17%
$136.7 - $163.38 $273 - $327
1.19K $164K
BUR
Burford Capital LTD

Financial Services
6
+ 0.07%
$12.76 - $16.42 $76.6 - $98.5
8.09K $105K
SSNC
Ss&C Technologies Holdings Inc

Technology
506
+ 1.53%
$59.9 - $64.01 $30.3K - $32.4K
33.5K $2.1M
BERY
Berry Global Group, Inc.

Consumer Cyclical
287
+ 0.98%
$55.94 - $61.62 $16.1K - $17.7K
29.6K $1.74M
ESGR
Enstar Group LTD

Financial Services
124
+ 0.83%
$276.68 - $314.83 $34.3K - $39K
15K $4.59M
WBD
Warner Bros. Discovery, Inc.

Communication Services
486
+ 0.86%
$6.99 - $8.79 $3.4K - $4.27K
57K $423K
STAG
Stag Industrial, Inc.

Real Estate
911
+ 2.04%
$34.26 - $38.32 $31.2K - $34.9K
45.5K $1.64M
MDT
Medtronic PLC

Healthcare
75
+ 0.58%
$78.71 - $87.02 $5.9K - $6.53K
13K $1.02M
PEP
Pepsico Inc

Consumer Defensive
247
+ 1.67%
$163.33 - $183.11 $40.3K - $45.2K
15.1K $2.49M
JNJ
Johnson & Johnson

Healthcare
161
+ 1.28%
$144.38 - $157.78 $23.2K - $25.4K
12.8K $1.86M
FRPH
Frp Holdings, Inc.

Real Estate
37.4K
+ 102.02%
$27.84 - $60.96 $1.04M - $2.28M
74.1K $2.11M
OMC
Omnicom Group Inc.

Communication Services
525
+ 1.99%
$88.41 - $97.66 $46.4K - $51.3K
26.9K $2.41M
MA
Mastercard Inc

Financial Services
43
+ 1.07%
$441.1 - $479.43 $19K - $20.6K
4.07K $1.79M
AYI
Acuity Brands Inc

Industrials
135
+ 1.57%
$237.53 - $271.89 $32.1K - $36.7K
8.73K $2.11M
ABBV
Abb Vie Inc.

Healthcare
335
+ 1.23%
$154.79 - $180.76 $51.9K - $60.6K
27.5K $4.72M
LCUT
Lifetime Brands, Inc

Consumer Cyclical
933
+ 0.71%
$8.07 - $11.61 $7.53K - $10.8K
132K $1.13M
ABT
Abbott Laboratories

Healthcare
192
+ 0.72%
$100.73 - $112.44 $19.3K - $21.6K
26.9K $2.8M
DIS
Walt Disney CO

Communication Services
123
+ 1.04%
$99.29 - $122.82 $12.2K - $15.1K
12K $1.19M
AZO
Autozone Inc

Consumer Cyclical
22
+ 1.21%
$2739.1 - $3170.04 $60.3K - $69.7K
1.85K $5.47M
LKQ
Lkq Corp

Consumer Cyclical
1.1K
+ 1.47%
$40.29 - $53.18 $44.3K - $58.5K
75.8K $3.15M
Activity Summary
Buys All Purchases 100 New Holdings 15 Increased Positions 85 Sells All Sells 54 Reductions 49 Sold out 5 Options Calls 0 Puts 0
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