Guardian Wealth Management, Inc. - Q3 2022 holdings

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$88.3 Million is the total value of Guardian Wealth Management, Inc.'s 244 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
GOVT NewISHARES U.S. TREASURY BOND ETFetf$21,000–910
+100.0%
0.02%–
VOOV NewVANGUARD S&P 500 VALUE ETFetf$14,000–115
+100.0%
0.02%–
PSTL NewPOSTAL REALTY TRUST INC CL Areit$14,000–950
+100.0%
0.02%–
CPT NewCAMDEN PPTY TR SH BEN INTreit$10,000–85
+100.0%
0.01%–
PLYM NewPLYMOUTH INDL REIT INC COMreit$9,000–550
+100.0%
0.01%–
SPTL NewSPDR PORTFOLIO LONG TERM TREASURY ETFetf$9,000–311
+100.0%
0.01%–
COWZ NewPACER US CASH COWS 100 ETFetf$8,000–195
+100.0%
0.01%–
ANTM NewELEVANCE HEALTH INC COMstock$8,000–17
+100.0%
0.01%–
DG NewDOLLAR GEN CORP NEW COMstock$6,000–25
+100.0%
0.01%–
NewHALEON PLC SPON ADSadr$5,000–771
+100.0%
0.01%–
VSS NewVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFetf$4,000–40
+100.0%
0.01%–
DEM NewWISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf$4,000–122
+100.0%
0.01%–
CUZ NewCOUSINS PPTYS INC COM NEWreit$4,000–171
+100.0%
0.01%–
NEOG NewNEOGEN CORP COMstock$4,000–270
+100.0%
0.01%–
VEU NewVANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf$4,000–80
+100.0%
0.01%–
IVV NewISHARES CORE S&P 500 ETFetf$3,000–7
+100.0%
0.00%–
IVE NewISHARES S&P 500 VALUE ETFetf$3,000–21
+100.0%
0.00%–
IJR NewISHARES CORE S&P SMALL CAP ETFetf$1,000–17
+100.0%
0.00%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-11-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
AUTOZONE INC COM8Q3 20234.3%
ABBVIE INC COM8Q3 20234.1%
ARISTA NETWORKS INC COM8Q3 20234.5%
ABBOTT LABS COM8Q3 20233.3%
LKQ CORP COM8Q3 20232.7%
APOLLO GLOBAL MGMT INC COM8Q3 20233.4%
ACCENTURE PLC IRELAND SHS CLASS A8Q3 20232.9%
PEPSICO INC COM8Q3 20232.5%
WASTE MGMT INC DEL COM8Q3 20232.5%
CHECK POINT SOFTWARE TECH LTD ORD8Q3 20232.3%

View Guardian Wealth Management, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-01
13F-HR2023-08-14
13F-HR2023-05-09
13F-HR2023-02-10
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-13
13F-HR2022-02-15

View Guardian Wealth Management, Inc.'s complete filings history.

All filings

View complete filings history.

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