$107 Million is the total value of Guardian Wealth Management, Inc.'s 226 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | LIBERTY MEDIA CORP DEL COM LBTY LIV S Cstock | $338,334 | – | 10,540 | +100.0% | 0.32% | – | |
| New | FORTREA HLDGS INC COMMON STOCKstock | $169,567 | – | 5,931 | +100.0% | 0.16% | – | |
| MNDO | New | MIND C T I LTD ORDstock | $76,388 | – | 40,673 | +100.0% | 0.07% | – |
| SENEA | New | SENECA FOODS CORP NEW CL Astock | $65,726 | – | 1,221 | +100.0% | 0.06% | – |
| IWD | New | ISHARES RUSSELL 1000 VALUE ETFetf | $4,099 | – | 27 | +100.0% | 0.00% | – |
| New | INDIVIOR PLC ORDstock | $3,691 | – | 160 | +100.0% | 0.00% | – | |
| IWF | New | ISHARES RUSSELL 1000 GROWTH ETFetf | $2,128 | – | 8 | +100.0% | 0.00% | – |
| VNQ | New | VANGUARD REAL ESTATE ETFetf | $76 | – | 1 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
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.