Guardian Wealth Management, Inc. Incresed Positions in Q2 2024

Guardian Wealth Management, Inc.

  • $122 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ANET
Arista Networks, Inc.

Technology
2
+ 0.01%
$245.47 - $350.48 $491 - $701
26.4K $9.24M
LLY
Eli Lilly & CO

Healthcare
100
+ 1.26%
$724.87 - $909.04 $72.5K - $90.9K
8.02K $7.26M
STRL
Sterling Construction CO Inc

Industrials
1.16K
+ 2.66%
$96.56 - $135.55 $112K - $157K
44.8K $5.31M
NNI
Nelnet Inc

Financial Services
568
+ 1.24%
$93.17 - $110.66 $52.9K - $62.9K
46.4K $4.68M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.26K
+ 182.37%
$76.35 - $77.35 $325K - $330K
6.6K $509K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.62K
+ 580.74%
$77.99 - $80.49 $282K - $291K
4.24K $338K
TXN
Texas Instruments Inc

Technology
124
+ 1.11%
$159.68 - $202.54 $19.8K - $25.1K
11.3K $2.21M
KMB
Kimberly Clark Corp

Consumer Defensive
195
+ 1.33%
$123.89 - $141.67 $24.2K - $27.6K
14.9K $2.05M
UL
Unilever PLC

Consumer Defensive
550
+ 2.16%
$46.47 - $56.38 $25.6K - $31K
26K $1.43M
MMM
3 M CO

Industrials
1.72K
+ 22.28%
$90.54 - $105.26 $156K - $181K
9.43K $963K
PG
Procter & Gamble CO

Consumer Defensive
149
+ 1.01%
$155.33 - $168.56 $23.1K - $25.1K
14.9K $2.46M
DE
Deere & CO

Industrials
200
+ 40.98%
$364.98 - $414.02 $73K - $82.8K
688 $257K
COP
Conocophillips

Energy
3.31K
+ 13.29%
$109.39 - $133.52 $362K - $442K
28.2K $3.23M
CHKP
Check Point Software Technologies LTD

Technology
144
+ 0.77%
$146.79 - $165.0 $21.1K - $23.8K
18.9K $3.12M
PINE
Alpine Income Property Trust, Inc.

Real Estate
1.88K
+ 4.3%
$14.55 - $16.0 $27.4K - $30.1K
45.7K $710K
VOOV
Vanguard S&P 500 Value ETF

ETFs
255
+ 26.81%
$170.84 - $180.49 $43.6K - $46K
1.21K $211K
MSFT
Microsoft Corp

Technology
1
+ 0.08%
$389.33 - $452.85 $389 - $453
1.23K $550K
WM
Waste Management Inc

Industrials
98
+ 0.68%
$200.55 - $213.34 $19.7K - $20.9K
14.5K $3.1M
VRSN
Verisign Inc

Technology
796
+ 7.8%
$168.32 - $191.42 $134K - $152K
11K $1.96M
GRMN
Garmin LTD

Technology
1
+ 0.07%
$139.52 - $170.94 $140 - $171
1.49K $243K
XLK
Technology Sector Spdr

ETFs
1
+ 0.16%
$192.53 - $231.41 $193 - $231
630 $142K
CAT
Caterpillar Inc

Industrials
244
+ 11.31%
$321.47 - $379.3 $78.4K - $92.5K
2.4K $800K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
512
+ 4.58%
$75.81 - $80.15 $38.8K - $41K
11.7K $909K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
101
+ 5.82%
$75.81 - $76.76 $7.66K - $7.75K
1.84K $140K
PKI
Perkinelmer Inc

Healthcare
41
+ 0.35%
N/A
11.6K $1.41M
AMGN
Amgen Inc

Healthcare
1
+ 0.52%
$262.75 - $319.31 $263 - $319
195 $60K
GME
Game Stop Corp.

Consumer Cyclical
181
+ 3620.0%
$10.01 - $48.75 $1.81K - $8.82K
186 $4K
KO
Coca Cola CO

Consumer Defensive
5
+ 0.39%
$58.06 - $64.15 $290 - $321
1.27K $80K
GD
General Dynamics Corp

Industrials
1
+ 0.34%
$281.11 - $300.23 $281 - $300
298 $86K
ORCL
Oracle Corp

Technology
1
+ 0.57%
$113.75 - $144.64 $114 - $145
176 $24K
NWN
Northwest Natural Holding CO

Utilities
447
+ 3.87%
$34.95 - $38.79 $15.6K - $17.3K
12K $433K
NEE
Nextera Energy Inc

Utilities
3
+ 0.65%
$61.7 - $80.02 $185 - $240
463 $32K
SWKS
Skyworks Solutions, Inc.

Technology
179
+ 1.81%
$89.72 - $107.86 $16.1K - $19.3K
10.1K $1.07M
AFL
Aflac Inc

Financial Services
1
+ 0.47%
$79.64 - $90.43 $79.6 - $90.4
215 $19K
PFE
Pfizer Inc

Healthcare
8
+ 0.37%
$25.26 - $29.6 $202 - $237
2.18K $60K
SLB
Schlumberger Limited

Energy
1
+ 3.33%
$43.0 - $55.22 $43 - $55.2
31 $1K
VZ
Verizon Communications Inc

Communication Services
15
+ 1.71%
$38.6 - $42.84 $579 - $643
890 $36K
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
35
+ 1.24%
$14.14 - $15.94 $495 - $558
2.85K $44K
Sitio Royalties Corp Class A Com
4.76K
+ 2.68%
N/A
183K $0
SO
Southern CO

Utilities
1
+ 0.88%
$67.77 - $80.71 $67.8 - $80.7
115 $8K
FLRN
Spdr Bloomberg Investment Grad

ETFs
2
+ 1.83%
$30.69 - $30.88 $61.4 - $61.8
111 $3K
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.2%
$56.22 - $60.47 $56.2 - $60.5
502 $29K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6
+ 13.04%
$44.66 - $45.99 $268 - $276
52 $2K
IEFA
Ishares Tr

ETFs
5
+ 2.12%
$70.77 - $76.19 $354 - $381
241 $17K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
5
+ 0.34%
$44.6 - $50.31 $223 - $252
1.48K $70K
EXC
Exelon Corp

Utilities
1
+ 1.89%
$34.61 - $38.73 $34.6 - $38.7
54 $1K
RYH
Invesco S&P 500 Equal Weight H

ETFs
2
+ 0.18%
N/A
1.14K $0
CVX
Chevron Corp

Energy
1
+ 1.25%
$152.57 - $166.33 $153 - $166
81 $12K
BSM
Black Stone Minerals, L.P.

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