Guardian Wealth Management, Inc. Portfolio Holdings

Guardian Wealth Management, Inc.

  • $132 Million
  • Q3 2024

Guardian Wealth Management, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $132 Million distributed in 244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Arista Networks, Inc. with a value of $8.53M, Eli Lilly & CO with a value of $7.15M, Sterling Construction CO Inc with a value of $6.63M, Autozone Inc with a value of $5.89M, and Abb Vie Inc. with a value of $5.51M.

Examining the 13F form we can see an increase of $10.4M in the current position value, from $122M to 132M.

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 $132 Million
Technology: $25.5 Million
Healthcare: $21.4 Million
Financial Services: $20.1 Million
Industrials: $16.9 Million
Consumer Cyclical: $12.3 Million
Consumer Defensive: $10.9 Million
Energy: $7.33 Million
ETFs: $6.78 Million
Other: $11 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.54 Million 1.17% of portfolio
23,197
Q3 2024 Reduced 3.06%
$0
$1.37 Million 1.04% of portfolio
16,258
Q3 2024 Added 39.03%
$0
$664,000 0.5% of portfolio
8,361
Q3 2024 Added 26.7%
$0
$595,000 0.45% of portfolio
2,965
Q3 2024 Added 58.98%
$0
$472,000 0.36% of portfolio
5,637
Q3 2024 Added 32.92%
$0
$243,000 0.18% of portfolio
1,277
Q3 2024 Added 5.89%
$0
$189,000 0.14% of portfolio
2,283
Q2 2024 Reduced 6.13%
$0
$155,000 0.12% of portfolio
1,987
Q3 2024 Reduced 7.5%
$0
$145,000 0.11% of portfolio
2,550
Q3 2024 Added 98.91%
$0
$131,000 0.1% of portfolio
1,667
Q3 2024 Reduced 9.25%
$0
$135,000 0.1% of portfolio
599
Q3 2024 Reduced 4.92%
$0
$115,000 0.09% of portfolio
1,541
Q3 2024 Reduced 9.19%
$0
$94,000 0.07% of portfolio
2,288
Q3 2024 Reduced 15.79%
$0
$97,000 0.07% of portfolio
282
Q2 2024 New
$0
$84,000 0.06% of portfolio
1,635
Q3 2024 Added 0.25%
$0
$81,000 0.06% of portfolio
1,389
Q3 2024 Reduced 14.84%
$0
$82,000 0.06% of portfolio
742
Q3 2024 Reduced 1.85%
$0
$52,000 0.04% of portfolio
293
Q2 2023 Reduced 13.31%
$0
$35,000 0.03% of portfolio
427
Q3 2024 Added 0.23%
$0
$34,000 0.03% of portfolio
207
Q3 2024 Added 26.22%
$0
$46,000 0.03% of portfolio
560
Q3 2024 Added 39.3%
$0
$41,000 0.03% of portfolio
607
Q3 2024 Reduced 17.75%
$0
$25,000 0.02% of portfolio
95
Q3 2024 Added 9.2%
$0
$32,000 0.02% of portfolio
523
Q3 2024 Added 4.18%
$0
$20,000 0.02% of portfolio
186
Q1 2024 Reduced 35.64%
$0
$32,000 0.02% of portfolio
257
Q3 2024 Added 4.47%
$0
$7,000 0.01% of portfolio
45
Q3 2024 Added 9.76%
$0
$9,000 0.01% of portfolio
33
Q3 2024 Added 3.13%
$0
$10,000 0.01% of portfolio
60
Q4 2023 Added 1.69%
$0
$13,000 0.01% of portfolio
85
Q4 2022 New
$0
$10,000 0.01% of portfolio
96
Q4 2021 New
$0
$8,000 0.01% of portfolio
165
Q3 2024 New
$0
$14,000 0.01% of portfolio
152
Q1 2024 Added 0.66%
$0
$8,000 0.01% of portfolio
115
Q2 2022 New
$0
$12,000 0.01% of portfolio
166
Q3 2024 Reduced 31.12%
$0
$8,000 0.01% of portfolio
94
Q3 2024 Reduced 3.09%
$0
$8,000 0.01% of portfolio
196
Q3 2024 New
$0
$9,000 0.01% of portfolio
99
Q3 2024 Reduced 3.88%
$0
$3,000 0.0% of portfolio
113
Q3 2024 Added 1.8%
$0
$2,000 0.0% of portfolio
55
Q3 2024 Added 5.77%
$0
$0 0.0% of portfolio
108
Q3 2024 Added 0.93%
$0
$0 0.0% of portfolio
1,137
Q3 2024 Added 0.18%
$0
$2,000 0.0% of portfolio
19
Q2 2024 New
$0
$5,000 0.0% of portfolio
120
Q3 2024 Reduced 13.04%
$0
$4,000 0.0% of portfolio
121
Q4 2023 Reduced 78.39%
$0
$2,000 0.0% of portfolio
82
Q3 2024 Added 1.23%

Summary

  • Portfolio
  • No. of Stocks 244
  • Current Value $132 Million
  • Prior Value $122 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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