$104 Million is the total value of Guardian Wealth Management, Inc.'s 230 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABT | New | ABBOTT LABS COMstock | $3,439,000 | – | 24,438 | +100.0% | 3.31% | – |
| BAM | New | BROOKFIELD ASSET MGMT INC CL A LTD VT SHstock | $3,274,000 | – | 54,217 | +100.0% | 3.15% | – |
| KKR | New | KKR & CO INC COMstock | $3,172,000 | – | 42,573 | +100.0% | 3.05% | – |
| AZO | New | AUTOZONE INC COMstock | $3,163,000 | – | 1,509 | +100.0% | 3.04% | – |
| ABBV | New | ABBVIE INC COMstock | $3,158,000 | – | 23,323 | +100.0% | 3.04% | – |
| ACN | New | ACCENTURE PLC IRELAND SHS CLASS Astock | $3,006,000 | – | 7,251 | +100.0% | 2.89% | – |
| ANET | New | ARISTA NETWORKS INC COMstock | $2,867,000 | – | 19,945 | +100.0% | 2.76% | – |
| LKQ | New | LKQ CORP COMstock | $2,735,000 | – | 45,557 | +100.0% | 2.63% | – |
| CBOE | New | CBOE GLOBAL MKTS INC COMstock | $2,517,000 | – | 19,303 | +100.0% | 2.42% | – |
| PLYM | New | PLYMOUTH INDL REIT INC COMreit | $2,468,000 | – | 77,132 | +100.0% | 2.38% | – |
| New | APOLLO GLOBAL MGMT INC COMstock | $2,306,000 | – | 31,833 | +100.0% | 2.22% | – | |
| VRSN | New | VERISIGN INC COMstock | $2,249,000 | – | 8,859 | +100.0% | 2.16% | – |
| HBI | New | HANESBRANDS INC COMstock | $2,176,000 | – | 130,126 | +100.0% | 2.10% | – |
| WM | New | WASTE MGMT INC DEL COMstock | $2,150,000 | – | 12,881 | +100.0% | 2.07% | – |
| PEP | New | PEPSICO INC COMstock | $2,107,000 | – | 12,132 | +100.0% | 2.03% | – |
| PKI | New | PERKINELMER INC COMstock | $2,107,000 | – | 10,479 | +100.0% | 2.03% | – |
| PG | New | PROCTER AND GAMBLE CO COMstock | $2,048,000 | – | 12,517 | +100.0% | 1.97% | – |
| SCHB | New | SCHWAB U.S. BROAD MARKET ETFetf | $1,935,000 | – | 17,120 | +100.0% | 1.86% | – |
| NNI | New | NELNET INC CL Astock | $1,925,000 | – | 19,703 | +100.0% | 1.85% | – |
| ANSS | New | ANSYS INC COMstock | $1,853,000 | – | 4,619 | +100.0% | 1.78% | – |
| STAG | New | STAG INDL INC COMreit | $1,844,000 | – | 38,454 | +100.0% | 1.78% | – |
| TXN | New | TEXAS INSTRS INC COMstock | $1,749,000 | – | 9,277 | +100.0% | 1.68% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTD ORDstock | $1,736,000 | – | 14,893 | +100.0% | 1.67% | – |
| KMB | New | KIMBERLY-CLARK CORP COMstock | $1,675,000 | – | 11,722 | +100.0% | 1.61% | – |
| LH | New | LABORATORY CORP AMER HLDGS COM NEWstock | $1,674,000 | – | 5,327 | +100.0% | 1.61% | – |
| JNJ | New | JOHNSON & JOHNSON COMstock | $1,621,000 | – | 9,476 | +100.0% | 1.56% | – |
| LSXMK | New | LIBERTY MEDIA CORP DEL COM C SIRIUSXMstock | $1,603,000 | – | 31,530 | +100.0% | 1.54% | – |
| DIS | New | DISNEY WALT CO COMstock | $1,553,000 | – | 10,026 | +100.0% | 1.50% | – |
| LMT | New | LOCKHEED MARTIN CORP COMstock | $1,473,000 | – | 4,143 | +100.0% | 1.42% | – |
| AYI | New | ACUITY BRANDS INC COMstock | $1,369,000 | – | 6,468 | +100.0% | 1.32% | – |
| MNRL | New | BRIGHAM MINERALS INC CL A COMstock | $1,362,000 | – | 64,588 | +100.0% | 1.31% | – |
| MPW | New | MEDICAL PPTYS TRUST INC COMreit | $1,324,000 | – | 56,035 | +100.0% | 1.28% | – |
| OMC | New | OMNICOM GROUP INC COMstock | $1,307,000 | – | 17,837 | +100.0% | 1.26% | – |
| MDT | New | MEDTRONIC PLC SHSstock | $1,240,000 | – | 11,987 | +100.0% | 1.19% | – |
| DISCK | New | DISCOVERY INC COM SER Cstock | $1,240,000 | – | 54,145 | +100.0% | 1.19% | – |
| BDX | New | BECTON DICKINSON & CO COMstock | $1,163,000 | – | 4,626 | +100.0% | 1.12% | – |
| MA | New | MASTERCARD INCORPORATED CL Astock | $1,143,000 | – | 3,182 | +100.0% | 1.10% | – |
| COP | New | CONOCOPHILLIPS COMstock | $1,108,000 | – | 15,348 | +100.0% | 1.07% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC COMstock | $1,092,000 | – | 7,038 | +100.0% | 1.05% | – |
| FRPH | New | FRP HLDGS INC COMstock | $1,078,000 | – | 18,651 | +100.0% | 1.04% | – |
| AEP | New | AMERICAN ELEC PWR CO INC COMstock | $1,064,000 | – | 11,964 | +100.0% | 1.02% | – |
| EMN | New | EASTMAN CHEM CO COMstock | $1,042,000 | – | 8,615 | +100.0% | 1.00% | – |
| LLY | New | LILLY ELI & CO COMstock | $1,034,000 | – | 3,743 | +100.0% | 1.00% | – |
| MMM | New | 3M CO COMstock | $1,022,000 | – | 5,756 | +100.0% | 0.98% | – |
| PSX | New | PHILLIPS 66 COMstock | $1,013,000 | – | 13,986 | +100.0% | 0.98% | – |
| AAPL | New | APPLE INC COMstock | $989,000 | – | 5,568 | +100.0% | 0.95% | – |
| CL | New | COLGATE PALMOLIVE CO COMstock | $948,000 | – | 11,114 | +100.0% | 0.91% | – |
| MCFT | New | MASTERCRAFT BOAT HLDGS INC COMstock | $909,000 | – | 32,102 | +100.0% | 0.88% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS INC COMstock | $899,000 | – | 4,916 | +100.0% | 0.87% | – |
| UL | New | UNILEVER PLC SPON ADR NEWadr | $898,000 | – | 16,701 | +100.0% | 0.86% | – |
| VRSK | New | VERISK ANALYTICS INC COMstock | $898,000 | – | 3,926 | +100.0% | 0.86% | – |
| MHK | New | MOHAWK INDS INC COMstock | $853,000 | – | 4,683 | +100.0% | 0.82% | – |
| WFC | New | WELLS FARGO CO NEW COMstock | $649,000 | – | 13,521 | +100.0% | 0.62% | – |
| AZN | New | ASTRAZENECA PLC SPONSORED ADRadr | $623,000 | – | 10,702 | +100.0% | 0.60% | – |
| XYL | New | XYLEM INC COMstock | $538,000 | – | 4,490 | +100.0% | 0.52% | – |
| GRMN | New | GARMIN LTD SHSstock | $503,000 | – | 3,697 | +100.0% | 0.48% | – |
| SCHF | New | SCHWAB INTERNATIONAL EQUITY ETFetf | $454,000 | – | 11,674 | +100.0% | 0.44% | – |
| MSFT | New | MICROSOFT CORP COMstock | $431,000 | – | 1,281 | +100.0% | 0.42% | – |
| GLW | New | CORNING INC COMstock | $402,000 | – | 10,794 | +100.0% | 0.39% | – |
| ADI | New | ANALOG DEVICES INC COMstock | $384,000 | – | 2,186 | +100.0% | 0.37% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC COMstock | $370,000 | – | 24,017 | +100.0% | 0.36% | – |
| SCHA | New | SCHWAB U.S. SMALL-CAP ETFetf | $336,000 | – | 3,278 | +100.0% | 0.32% | – |
| SCHD | New | SCHWAB US DIVIDEND EQUITY ETFetf | $327,000 | – | 4,043 | +100.0% | 0.32% | – |
| EFA | New | ISHARES MSCI EAFE ETFetf | $314,000 | – | 3,991 | +100.0% | 0.30% | – |
| DGRW | New | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $310,000 | – | 4,702 | +100.0% | 0.30% | – |
| SCHE | New | SCHWAB EMERGING MARKETS EQUITY ETFetf | $309,000 | – | 10,423 | +100.0% | 0.30% | – |
| EIX | New | EDISON INTL COMstock | $290,000 | – | 4,248 | +100.0% | 0.28% | – |
| RPM | New | RPM INTL INC COMstock | $283,000 | – | 2,804 | +100.0% | 0.27% | – |
| CAT | New | CATERPILLAR INC COMstock | $266,000 | – | 1,288 | +100.0% | 0.26% | – |
| GPC | New | GENUINE PARTS CO COMstock | $258,000 | – | 1,840 | +100.0% | 0.25% | – |
| CSCO | New | CISCO SYS INC COMstock | $249,000 | – | 3,928 | +100.0% | 0.24% | – |
| NWN | New | NORTHWEST NAT HLDG CO COMstock | $229,000 | – | 4,689 | +100.0% | 0.22% | – |
| BIV | New | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $181,000 | – | 2,068 | +100.0% | 0.17% | – |
| VZ | New | VERIZON COMMUNICATIONS INC COMstock | $171,000 | – | 3,296 | +100.0% | 0.16% | – |
| PINE | New | ALPINE INCOME PPTY TR INC COMreit | $170,000 | – | 8,486 | +100.0% | 0.16% | – |
| DTN | New | WISDOMTREE U.S. AI ENHANCED VALUE FUNDetf | $169,000 | – | 1,666 | +100.0% | 0.16% | – |
| ESQ | New | ESQUIRE FINL HLDGS INC COMstock | $137,000 | – | 4,342 | +100.0% | 0.13% | – |
| BLV | New | VANGUARD LONG-TERM BOND INDEX FUNDetf | $131,000 | – | 1,271 | +100.0% | 0.13% | – |
| BSV | New | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $130,000 | – | 1,608 | +100.0% | 0.12% | – |
| XLK | New | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $121,000 | – | 694 | +100.0% | 0.12% | – |
| JCTCF | New | JEWETT CAMERON TRADING LTD COM NEWstock | $117,000 | – | 13,920 | +100.0% | 0.11% | – |
| SON | New | SONOCO PRODS CO COMstock | $115,000 | – | 1,991 | +100.0% | 0.11% | – |
| KBE | New | SPDR S&P BANK ETFetf | $112,000 | – | 2,057 | +100.0% | 0.11% | – |
| JPM | New | JPMORGAN CHASE & CO COMstock | $108,000 | – | 679 | +100.0% | 0.10% | – |
| BSM | New | BLACK STONE MINERALS L P COM UNITstock | $102,000 | – | 9,919 | +100.0% | 0.10% | – |
| VDC | New | VANGUARD CONSUMER STAPLES INDEX FUNDetf | $101,000 | – | 505 | +100.0% | 0.10% | – |
| INTC | New | INTEL CORP COMstock | $100,000 | – | 1,938 | +100.0% | 0.10% | – |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $100,000 | – | 886 | +100.0% | 0.10% | – |
| HON | New | HONEYWELL INTL INC COMstock | $97,000 | – | 466 | +100.0% | 0.09% | – |
| KLAC | New | KLA CORP COM NEWstock | $97,000 | – | 225 | +100.0% | 0.09% | – |
| AB | New | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $91,000 | – | 1,862 | +100.0% | 0.09% | – |
| ACWX | New | ISHARES MSCI ACWI EX US INDEX FUNDetf | $87,000 | – | 1,571 | +100.0% | 0.08% | – |
| SNY | New | SANOFI SPONSORED ADRadr | $87,000 | – | 1,737 | +100.0% | 0.08% | – |
| NVO | New | NOVO-NORDISK A S ADRadr | $82,000 | – | 735 | +100.0% | 0.08% | – |
| BCE | New | BCE INC COM NEWstock | $79,000 | – | 1,509 | +100.0% | 0.08% | – |
| PFE | New | PFIZER INC COMstock | $78,000 | – | 1,313 | +100.0% | 0.08% | – |
| KO | New | COCA COLA CO COMstock | $78,000 | – | 1,322 | +100.0% | 0.08% | – |
| EBC | New | EASTERN BANKSHARES INC COMstock | $77,000 | – | 3,797 | +100.0% | 0.07% | – |
| GD | New | GENERAL DYNAMICS CORP COMstock | $77,000 | – | 369 | +100.0% | 0.07% | – |
| RYH | New | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFetf | $75,000 | – | 235 | +100.0% | 0.07% | – |
| HD | New | HOME DEPOT INC COMstock | $72,000 | – | 173 | +100.0% | 0.07% | – |
| SAMG | New | SILVERCREST ASSET MGMT GROUP I CL Astock | $72,000 | – | 4,177 | +100.0% | 0.07% | – |
| BTI | New | BRITISH AMERN TOB PLC SPONSORED ADRadr | $70,000 | – | 1,881 | +100.0% | 0.07% | – |
| SCHX | New | SCHWAB U.S. LARGE-CAP ETFetf | $69,000 | – | 609 | +100.0% | 0.07% | – |
| HUBB | New | HUBBELL INC COMstock | $69,000 | – | 333 | +100.0% | 0.07% | – |
| T | New | AT&T INC COMstock | $67,000 | – | 2,704 | +100.0% | 0.06% | – |
| ITW | New | ILLINOIS TOOL WKS INC COMstock | $66,000 | – | 267 | +100.0% | 0.06% | – |
| SR | New | SPIRE INC COMstock | $65,000 | – | 994 | +100.0% | 0.06% | – |
| UNH | New | UNITEDHEALTH GROUP INC COMstock | $64,000 | – | 127 | +100.0% | 0.06% | – |
| BUR | New | BURFORD CAP LTD ORD SHSstock | $64,000 | – | 6,025 | +100.0% | 0.06% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW COMreit | $63,000 | – | 302 | +100.0% | 0.06% | – |
| VFH | New | VANGUARD FINANCIALS INDEX FUNDetf | $63,000 | – | 648 | +100.0% | 0.06% | – |
| DEO | New | DIAGEO PLC SPON ADR NEWadr | $62,000 | – | 281 | +100.0% | 0.06% | – |
| SCHC | New | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $60,000 | – | 1,467 | +100.0% | 0.06% | – |
| GIS | New | GENERAL MLS INC COMstock | $59,000 | – | 874 | +100.0% | 0.06% | – |
| RSP | New | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $55,000 | – | 340 | +100.0% | 0.05% | – |
| VONG | New | VANGUARD RUSSELL 1000 GROWTH ETFetf | $52,000 | – | 668 | +100.0% | 0.05% | – |
| VONV | New | VANGUARD RUSSELL 1000 VALUE ETFetf | $52,000 | – | 710 | +100.0% | 0.05% | – |
| TROW | New | PRICE T ROWE GROUP INC COMstock | $51,000 | – | 257 | +100.0% | 0.05% | – |
| AMGN | New | AMGEN INC COMstock | $51,000 | – | 228 | +100.0% | 0.05% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $51,000 | – | 170 | +100.0% | 0.05% | – |
| CVS | New | CVS HEALTH CORP COMstock | $49,000 | – | 471 | +100.0% | 0.05% | – |
| SCHM | New | SCHWAB U.S. MID-CAP ETFetf | $48,000 | – | 602 | +100.0% | 0.05% | – |
| SPGI | New | S&P GLOBAL INC COMstock | $47,000 | – | 99 | +100.0% | 0.04% | – |
| VOX | New | VANGUARD COMMUNICATION SERVICES ETFetf | $47,000 | – | 345 | +100.0% | 0.04% | – |
| MCB | New | METROPOLITAN BK HLDG CORP COMstock | $43,000 | – | 400 | +100.0% | 0.04% | – |
| NEE | New | NEXTERA ENERGY INC COMstock | $43,000 | – | 461 | +100.0% | 0.04% | – |
| CORP | New | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $41,000 | – | 366 | +100.0% | 0.04% | – |
| UPS | New | UNITED PARCEL SERVICE INC CL Bstock | $39,000 | – | 180 | +100.0% | 0.04% | – |
| GSK | New | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $37,000 | – | 848 | +100.0% | 0.04% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO COMstock | $32,000 | – | 519 | +100.0% | 0.03% | – |
| PNC | New | PNC FINL SVCS GROUP INC COMstock | $32,000 | – | 159 | +100.0% | 0.03% | – |
| XOM | New | EXXON MOBIL CORP COMstock | $30,000 | – | 487 | +100.0% | 0.03% | – |
| PKBK | New | PARKE BANCORP INC COMstock | $29,000 | – | 1,382 | +100.0% | 0.03% | – |
| VBK | New | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $28,000 | – | 99 | +100.0% | 0.03% | – |
| HNI | New | HNI CORP COMstock | $27,000 | – | 644 | +100.0% | 0.03% | – |
| WINA | New | WINMARK CORP COMstock | $27,000 | – | 111 | +100.0% | 0.03% | – |
| APPS | New | DIGITAL TURBINE INC COM NEWstock | $26,000 | – | 430 | +100.0% | 0.02% | – |
| VBR | New | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $26,000 | – | 145 | +100.0% | 0.02% | – |
| FEN | New | FIRST TR ENERGY INCOME & GROWT COMcef | $26,000 | – | 1,848 | +100.0% | 0.02% | – |
| SBUX | New | STARBUCKS CORP COMstock | $25,000 | – | 213 | +100.0% | 0.02% | – |
| SFM | New | SPROUTS FMRS MKT INC COMstock | $25,000 | – | 853 | +100.0% | 0.02% | – |
| QCOM | New | QUALCOMM INC COMstock | $23,000 | – | 127 | +100.0% | 0.02% | – |
| RYE | New | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETFetf | $23,000 | – | 486 | +100.0% | 0.02% | – |
| OLN | New | OLIN CORP COM PAR $1stock | $23,000 | – | 397 | +100.0% | 0.02% | – |
| XLE | New | ENERGY SELECT SECTOR SPDR FUNDetf | $22,000 | – | 402 | +100.0% | 0.02% | – |
| ETN | New | EATON CORP PLC SHSstock | $22,000 | – | 125 | +100.0% | 0.02% | – |
| LULU | New | LULULEMON ATHLETICA INC COMstock | $22,000 | – | 57 | +100.0% | 0.02% | – |
| MAA | New | MID-AMER APT CMNTYS INC COMreit | $22,000 | – | 97 | +100.0% | 0.02% | – |
| RYF | New | INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETFetf | $20,000 | – | 304 | +100.0% | 0.02% | – |
| HSC | New | HARSCO CORP COMstock | $20,000 | – | 1,180 | +100.0% | 0.02% | – |
| FSFG | New | FIRST SVGS FINL GROUP INC COMstock | $20,000 | – | 757 | +100.0% | 0.02% | – |
| BAX | New | BAXTER INTL INC COMstock | $19,000 | – | 222 | +100.0% | 0.02% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP COMstock | $18,000 | – | 207 | +100.0% | 0.02% | – |
| HYD | New | VANECK HIGH YIELD MUNI ETFetf | $18,000 | – | 293 | +100.0% | 0.02% | – |
| IEFA | New | ISHARES CORE MSCI EAFE ETFetf | $17,000 | – | 222 | +100.0% | 0.02% | – |
| HEFA | New | ISHARES CURRENCY HEDGED MSCI EAFE ETFetf | $17,000 | – | 479 | +100.0% | 0.02% | – |
| HYG | New | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $17,000 | – | 196 | +100.0% | 0.02% | – |
| WMB | New | WILLIAMS COS INC COMstock | $15,000 | – | 583 | +100.0% | 0.01% | – |
| ORCL | New | ORACLE CORP COMstock | $15,000 | – | 169 | +100.0% | 0.01% | – |
| BX | New | BLACKSTONE INC COMstock | $15,000 | – | 114 | +100.0% | 0.01% | – |
| USB | New | US BANCORP DEL COM NEWstock | $15,000 | – | 268 | +100.0% | 0.01% | – |
| PPG | New | PPG INDS INC COMstock | $13,000 | – | 76 | +100.0% | 0.01% | – |
| ITGR | New | INTEGER HLDGS CORP COMstock | $11,000 | – | 131 | +100.0% | 0.01% | – |
| VTI | New | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $11,000 | – | 47 | +100.0% | 0.01% | – |
| IWM | New | ISHARES RUSSELL 2000 ETFetf | $10,000 | – | 46 | +100.0% | 0.01% | – |
| SSNC | New | SS&C TECHNOLOGIES HLDGS INC COMstock | $10,000 | – | 127 | +100.0% | 0.01% | – |
| VIG | New | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $10,000 | – | 57 | +100.0% | 0.01% | – |
| DD | New | DUPONT DE NEMOURS INC COMstock | $10,000 | – | 121 | +100.0% | 0.01% | – |
| KBAL | New | KIMBALL INTL INC CL Bstock | $9,000 | – | 874 | +100.0% | 0.01% | – |
| NOBL | New | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $9,000 | – | 96 | +100.0% | 0.01% | – |
| CVX | New | CHEVRON CORP NEW COMstock | $9,000 | – | 73 | +100.0% | 0.01% | – |
| BLK | New | BLACKROCK INC COMstock | $9,000 | – | 10 | +100.0% | 0.01% | – |
| SCHO | New | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $9,000 | – | 171 | +100.0% | 0.01% | – |
| HP | New | HELMERICH & PAYNE INC COMstock | $8,000 | – | 327 | +100.0% | 0.01% | – |
| TOLZ | New | PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETFetf | $8,000 | – | 164 | +100.0% | 0.01% | – |
| LOW | New | LOWES COS INC COMstock | $7,000 | – | 28 | +100.0% | 0.01% | – |
| New | PERIMETER SOLUTIONS SA COMMON STOCKstock | $7,000 | – | 516 | +100.0% | 0.01% | – | |
| HFC | New | HOLLYFRONTIER CORP COMstock | $7,000 | – | 227 | +100.0% | 0.01% | – |
| DOW | New | DOW INC COMstock | $7,000 | – | 124 | +100.0% | 0.01% | – |
| SO | New | SOUTHERN CO COMstock | $7,000 | – | 104 | +100.0% | 0.01% | – |
| BFB | New | BROWN FORMAN CORP CL Bstock | $6,000 | – | 81 | +100.0% | 0.01% | – |
| VTV | New | VANGUARD VALUE INDEX FUNDetf | $6,000 | – | 41 | +100.0% | 0.01% | – |
| GOOGL | New | ALPHABET INC CAP STK CL Astock | $6,000 | – | 2 | +100.0% | 0.01% | – |
| CTVA | New | CORTEVA INC COMstock | $6,000 | – | 120 | +100.0% | 0.01% | – |
| MPC | New | MARATHON PETE CORP COMstock | $6,000 | – | 87 | +100.0% | 0.01% | – |
| VOE | New | VANGUARD MID-CAP VALUE INDEX FUNDetf | $6,000 | – | 41 | +100.0% | 0.01% | – |
| IXN | New | ISHARES GLOBAL TECH ETFetf | $6,000 | – | 90 | +100.0% | 0.01% | – |
| VDE | New | VANGUARD ENERGY INDEX FUNDetf | $5,000 | – | 64 | +100.0% | 0.01% | – |
| F | New | FORD MTR CO DEL COMstock | $5,000 | – | 230 | +100.0% | 0.01% | – |
| WDC | New | WESTERN DIGITAL CORP. COMstock | $5,000 | – | 75 | +100.0% | 0.01% | – |
| BAC | New | BK OF AMERICA CORP COMstock | $4,000 | – | 95 | +100.0% | 0.00% | – |
| LNT | New | ALLIANT ENERGY CORP COMstock | $4,000 | – | 69 | +100.0% | 0.00% | – |
| PII | New | POLARIS INC COMstock | $4,000 | – | 36 | +100.0% | 0.00% | – |
| GME | New | GAMESTOP CORP NEW CL Astock | $3,000 | – | 20 | +100.0% | 0.00% | – |
| FLRN | New | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFetf | $3,000 | – | 100 | +100.0% | 0.00% | – |
| EA | New | ELECTRONIC ARTS INC COMstock | $3,000 | – | 21 | +100.0% | 0.00% | – |
| EXC | New | EXELON CORP COMstock | $3,000 | – | 50 | +100.0% | 0.00% | – |
| BP | New | BP PLC SPONSORED ADRadr | $3,000 | – | 108 | +100.0% | 0.00% | – |
| HSY | New | HERSHEY CO COMstock | $3,000 | – | 14 | +100.0% | 0.00% | – |
| AMZN | New | AMAZON COM INC COMstock | $3,000 | – | 1 | +100.0% | 0.00% | – |
| AFL | New | AFLAC INC COMstock | $3,000 | – | 47 | +100.0% | 0.00% | – |
| ETSY | New | ETSY INC COMstock | $2,000 | – | 7 | +100.0% | 0.00% | – |
| V | New | VISA INC COM CL Astock | $2,000 | – | 8 | +100.0% | 0.00% | – |
| SGMO | New | SANGAMO THERAPEUTICS INC COMstock | $2,000 | – | 230 | +100.0% | 0.00% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $2,000 | – | 33 | +100.0% | 0.00% | – |
| RWX | New | SPDR DOW JONES INTERNATIONAL REAL ESTATE ETFetf | $2,000 | – | 59 | +100.0% | 0.00% | – |
| VOO | New | VANGUARD S&P 500 ETFetf | $2,000 | – | 5 | +100.0% | 0.00% | – |
| NVDA | New | NVIDIA CORPORATION COMstock | $1,000 | – | 4 | +100.0% | 0.00% | – |
| AKTS | New | AKOUSTIS TECHNOLOGIES INC COMstock | $1,000 | – | 100 | +100.0% | 0.00% | – |
| SLB | New | SCHLUMBERGER LTD COM STKstock | $1,000 | – | 29 | +100.0% | 0.00% | – |
| New | RIVIAN AUTOMOTIVE INC COM CL Astock | $1,000 | – | 10 | +100.0% | 0.00% | – | |
| CCJ | New | CAMECO CORP COMstock | $1,000 | – | 30 | +100.0% | 0.00% | – |
| YOLO | New | ADVISORSHARES PURE CANNABIS ETFetf | $1,000 | – | 100 | +100.0% | 0.00% | – |
| SCHZ | New | SCHWAB US AGGREGATE BOND ETFetf | $1,000 | – | 10 | +100.0% | 0.00% | – |
| CRSR | New | CORSAIR GAMING INC COMstock | $1,000 | – | 41 | +100.0% | 0.00% | – |
| ZG | New | ZILLOW GROUP INC CL Astock | $1,000 | – | 9 | +100.0% | 0.00% | – |
| CARR | New | CARRIER GLOBAL CORPORATION COMstock | $1,000 | – | 24 | +100.0% | 0.00% | – |
| DKNG | New | DRAFTKINGS INC COM CL Astock | $1,000 | – | 27 | +100.0% | 0.00% | – |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORP CL Astock | $1,000 | – | 10 | +100.0% | 0.00% | – |
| OTIS | New | OTIS WORLDWIDE CORP COMstock | $1,000 | – | 12 | +100.0% | 0.00% | – |
| XM | New | QUALTRICS INTL INC COM CL Astock | $1,000 | – | 25 | +100.0% | 0.00% | – |
| ERIC | New | ERICSSON ADR B SEK 10adr | $0 | – | 30 | +100.0% | 0.00% | – |
| GMBL | New | ESPORTS ENTMT GROUP INC COMstock | $0 | – | 60 | +100.0% | 0.00% | – |
| EAT | New | BRINKER INTL INC COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC COMstock | $0 | – | 33 | +100.0% | 0.00% | – |
| TXMD | New | THERAPEUTICSMD INC COMstock | $0 | – | 100 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP COMstock | $0 | – | 55 | +100.0% | 0.00% | – |
| SLGG | New | SUPER LEAGUE GAMING INC COMstock | $0 | – | 150 | +100.0% | 0.00% | – |
| HGEN | New | HUMANIGEN INC COM NEWstock | $0 | – | 128 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AUTOZONE INC COM | 8 | Q3 2023 | 4.3% |
| ABBVIE INC COM | 8 | Q3 2023 | 4.1% |
| ARISTA NETWORKS INC COM | 8 | Q3 2023 | 4.5% |
| ABBOTT LABS COM | 8 | Q3 2023 | 3.3% |
| LKQ CORP COM | 8 | Q3 2023 | 2.7% |
| APOLLO GLOBAL MGMT INC COM | 8 | Q3 2023 | 3.4% |
| ACCENTURE PLC IRELAND SHS CLASS A | 8 | Q3 2023 | 2.9% |
| PEPSICO INC COM | 8 | Q3 2023 | 2.5% |
| WASTE MGMT INC DEL COM | 8 | Q3 2023 | 2.5% |
| CHECK POINT SOFTWARE TECH LTD ORD | 8 | Q3 2023 | 2.3% |
View Guardian Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-15 |
View Guardian Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.