$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HGEN | Exit | HUMANIGEN INC COM NEWstock | $0 | – | -128 | -100.0% | 0.00% | – |
| ETSY | Exit | ETSY INC COMstock | $0 | – | -7 | -100.0% | -0.00% | – |
| BAC | Exit | BANK AMERICA CORP COMstock | $0 | – | -95 | -100.0% | -0.00% | – |
| DOW | Exit | DOW INC COMstock | $0 | – | -71 | -100.0% | -0.00% | – |
| CTVA | Exit | CORTEVA INC COMstock | $0 | – | -70 | -100.0% | -0.00% | – |
| PII | Exit | POLARIS INC COMstock | $0 | – | -37 | -100.0% | -0.00% | – |
| DD | Exit | DUPONT DE NEMOURS INC COMstock | $0 | – | -70 | -100.0% | -0.01% | – |
| IWM | Exit | ISHARES RUSSELL 2000 ETFetf | $0 | – | -47 | -100.0% | -0.01% | – |
| WINA | Exit | WINMARK CORP COMstock | $0 | – | -100 | -100.0% | -0.03% | – |
| CL | Exit | COLGATE PALMOLIVE CO COMstock | $0 | – | -15,643 | -100.0% | -1.10% | – |
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.