Guardian Wealth Management, Inc. Reduced Holdings in Q2 2024

Guardian Wealth Management, Inc.

  • $122 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
-141
- 1.3%
$135.85 - $172.71 $19.2K - $24.4K
10.7K $1.51M
JCTCF
Jewett Cameron Trading CO LTD

Basic Materials
-11K
- 33.81%
$4.58 - $5.69 $50.2K - $62.4K
21.5K $104K
KKR
Kkr & Co. Inc.

Financial Services
-2.16K
- 6.18%
$92.62 - $111.49 $200K - $240K
32.7K $3.45M
HUBB
Hubbell Inc

Industrials
-111
- 37.25%
$365.48 - $424.4 $40.6K - $47.1K
187 $68K
BR
Broadridge Financial Solutions, Inc.

Technology
-63
- 1.55%
$190.46 - $207.24 $12K - $13.1K
4.01K $790K
CSCO
Cisco Systems, Inc.

Technology
-678
- 24.17%
$45.52 - $50.04 $30.9K - $33.9K
2.13K $101K
HON
Honeywell International Inc

Industrials
-182
- 37.22%
$190.36 - $215.89 $34.6K - $39.3K
307 $65K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-783
- 22.37%
$37.19 - $39.82 $29.1K - $31.2K
2.72K $104K
EMN
Eastman Chemical CO

Basic Materials
-177
- 4.5%
$94.44 - $103.89 $16.7K - $18.4K
3.75K $367K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-839
- 8.03%
$28.38 - $32.36 $23.8K - $27.2K
9.61K $297K
WFC
Wells Fargo & Company

Financial Services
-370
- 7.08%
$56.41 - $62.34 $20.9K - $23.1K
4.85K $288K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-166
- 9.24%
$45.24 - $49.04 $7.51K - $8.14K
1.63K $77K
VGSH
Vanguard

ETFs
-154
- 8.63%
$57.55 - $58.0 $8.86K - $8.93K
1.63K $94K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-84
- 16.47%
$75.69 - $81.19 $6.36K - $6.82K
426 $33K
HBAN
Huntington Bancshares Inc

Financial Services
-201
- 3.45%
$12.34 - $14.26 $2.48K - $2.87K
5.62K $74K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-149
- 6.13%
$72.31 - $79.02 $10.8K - $11.8K
2.28K $178K
HNI
Hni Corp

Industrials
-95
- 25.13%
$41.08 - $47.24 $3.9K - $4.49K
283 $12K
HP
Helmerich & Payne, Inc.

Energy
-72
- 31.86%
$32.72 - $43.89 $2.36K - $3.16K
154 $5K
ETN
Eaton Corp PLC

Industrials
-15
- 12.71%
$303.02 - $340.89 $4.55K - $5.11K
103 $32K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1
- 0.06%
$67.85 - $72.06 $67.9 - $72.1
1.7K $119K
JPM
Jpmorgan Chase & CO

Financial Services
-18
- 2.48%
$180.08 - $204.79 $3.24K - $3.69K
707 $142K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-37
- 2.81%
$51.16 - $55.11 $1.89K - $2.04K
1.28K $68K
CORP
Pimco Investment Grade Corp Bd

ETFs
-13
- 11.21%
$92.33 - $96.0 $1.2K - $1.25K
103 $9K
AEP
American Electric Power CO Inc

Utilities
-89
- 2.6%
$79.51 - $92.67 $7.08K - $8.25K
3.33K $292K
BX
Blackstone Inc.

Financial Services
-1
- 0.79%
$116.13 - $132.0 $116 - $132
125 $15K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2
- 2.41%
$24.67 - $27.2 $49.3 - $54.4
81 $2K
Bunge Global Sa Com Shs
-35
- 3.31%
N/A
1.02K $0
SCHO
Schwab Short Term Us Treasury

ETFs
-4
- 2.82%
$47.75 - $48.13 $191 - $193
138 $6K
Brookfield Corp Cl A LTD Vt Sh
-113
- 0.2%
N/A
57.3K $0
T
At&T Inc.

Communication Services
-19
- 11.24%
$16.09 - $19.11 $306 - $363
150 $2K
VOD
Vodafone Group Public LTD CO

Communication Services
-58
- 98.31%
$8.19 - $9.83 $475 - $570
1 $0
WMB
Williams Companies, Inc.

Energy
-39
- 8.84%
$37.58 - $43.11 $1.47K - $1.68K
402 $17K
REK
Proshares Tr Short Real Estate

ETFs
-18
- 64.29%
$18.7 - $20.51 $337 - $369
10 $0
SEF
Proshares Short Financials ETF

ETFs
-30
- 60.0%
$10.22 - $10.86 $307 - $326
20 $0
Fortrea Hldgs Inc Common Stock
-82
- 1.38%
N/A
5.85K $0
EMBC
Embecta Corp.

Healthcare
-25
- 12.82%
$10.13 - $14.6 $253 - $365
170 $2K
Liberty Media Corp Del Com Lbty Srm S C
-4.3K
- 11.26%
N/A
33.9K $0
EIX
Edison International

Utilities
-8
- 3.54%
$66.81 - $76.85 $534 - $615
218 $15K
Liberty Media Corp Del Com Lbty Liv S C
-7.63K
- 99.73%
N/A
21 $0
STX
Seagate Technology Holdings PLC

Technology
-14
- 2.71%
$82.46 - $105.99 $1.15K - $1.48K
502 $51K
PX
P10, Inc.

Financial Services
-400
- 0.29%
$7.1 - $8.48 $2.84K - $3.39K
135K $1.15M
ADI
Analog Devices Inc

Technology
-145
- 10.14%
$183.36 - $240.16 $26.6K - $34.8K
1.29K $293K
KLAC
Kla Corp

Technology
-2
- 0.94%
$628.16 - $863.31 $1.26K - $1.73K
211 $173K
LMT
Lockheed Martin Corp

Industrials
-22
- 0.7%
$447.57 - $471.51 $9.85K - $10.4K
3.12K $1.46M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-140
- 0.58%
$57.57 - $63.3 $8.06K - $8.86K
23.9K $1.5M
AZN
Astrazeneca PLC

Healthcare
-25
- 0.56%
$66.81 - $80.83 $1.67K - $2.02K
4.45K $346K
APO
Apollo Global Management, Inc.

Financial Services
-964
- 2.31%
$107.3 - $118.77 $103K - $114K
40.7K $4.81M
AAPL
Apple Inc.

Technology
-24
- 0.45%
$165.0 - $216.67 $3.96K - $5.2K
5.33K $1.12M
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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