Guardian Wealth Management, Inc. Portfolio Holdings

Guardian Wealth Management, Inc.

  • $132 Million
  • Q4 2024

Guardian Wealth Management, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $132 Million distributed in 229 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $9.3M, Sterling Construction CO Inc with a value of $7.75M, Apollo Global Management, Inc. with a value of $6.84M, Autozone Inc with a value of $6.04M, and Eli Lilly & CO with a value of $5.81M.

Examining the 13F form we can see an decrease of $301K in the current position value, from $132M 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
Industrials: $21.8 Million
Financial Services: $21.4 Million
ETFs: $19.3 Million
Healthcare: $18.6 Million
Technology: $16.1 Million
Consumer Defensive: $11.3 Million
Consumer Cyclical: $10.2 Million
Real Estate: $4.41 Million
Other: $8.86 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.3 Million 7.05% of portfolio
340,460
Q4 2024 Added 1,994.11%
$3.73B
$7.75 Million 5.88% of portfolio
46,000
Q4 2024 Added 0.55%
$88.5B
$6.84 Million 5.19% of portfolio
41,405
Q4 2024 Added 2.74%
$66.3B
$6.04 Million 4.58% of portfolio
1,885
Q4 2024 Added 0.75%
$875B
$5.81 Million 4.41% of portfolio
7,525
Q4 2024 Reduced 6.82%
$370B
$5.01 Million 3.8% of portfolio
28,215
Q4 2024 Added 1.09%
$2.97B
$4.72 Million 3.58% of portfolio
44,160
Q4 2024 Reduced 5.81%
$114B
$4.72 Million 3.58% of portfolio
31,882
Q4 2024 Reduced 2.44%
$27.2B
$3.59 Million 2.72% of portfolio
19,224
Q4 2024 Added 0.2%
$24.9B
$3.41 Million 2.58% of portfolio
16,457
Q4 2024 Reduced 13.62%
$938M
$3.35 Million 2.54% of portfolio
130,144
Q4 2024 Added 50.36%
$242B
$3.04 Million 2.31% of portfolio
26,901
Q4 2024 Reduced 1.23%
$95.6B
$2.93 Million 2.22% of portfolio
14,527
Q4 2024 Reduced 0.96%
$0
$2.83 Million 2.14% of portfolio
32,992
Q4 2024 Added 34,997.87%
$22.5B
$2.57 Million 1.95% of portfolio
33,941
Q4 2024 Reduced 0.01%
$9.56B
$2.57 Million 1.95% of portfolio
8,784
Q4 2024 Added 2.69%
$16.7B
$2.34 Million 1.77% of portfolio
27,197
Q4 2024 Reduced 1.28%
$28.6B
$2.28 Million 1.73% of portfolio
20,367
Q4 2024 New
$297M
$2.25 Million 1.71% of portfolio
73,567
Q4 2024 Reduced 0.58%
$177B
$2.24 Million 1.7% of portfolio
11,525
Q4 2024 Added 0.06%
$550B
$2.17 Million 1.65% of portfolio
4,125
Q4 2024 Reduced 0.1%
$717M
$2.09 Million 1.59% of portfolio
21,282
Q4 2024 New
$8.97B
$1.95 Million 1.48% of portfolio
30,110
Q4 2024 Added 0.4%
$211B
$1.9 Million 1.44% of portfolio
12,495
Q4 2024 Reduced 18.33%
$126B
$1.82 Million 1.38% of portfolio
18,362
Q4 2024 Reduced 34.32%
$47.9B
$1.77 Million 1.34% of portfolio
13,471
Q4 2024 Reduced 11.09%
$509M
$1.72 Million 1.3% of portfolio
136,022
Q4 2024 Added 0.28%
$0
$1.66 Million 1.26% of portfolio
21,337
Q4 2024 Added 155.2%
$0
$1.58 Million 1.2% of portfolio
69,614
Q4 2024 Added 200.1%
$0
$1.5 Million 1.14% of portfolio
18,696
Q4 2024 Added 231.67%
$118B
$1.47 Million 1.11% of portfolio
3,015
Q4 2024 Reduced 2.84%
$6.39B
$1.47 Million 1.11% of portfolio
43,334
Q4 2024 Reduced 6.7%
$144B
$1.38 Million 1.04% of portfolio
24,274
Q4 2024 Reduced 8.63%
$431B
$1.32 Million 1.0% of portfolio
9,101
Q4 2024 Reduced 29.91%
$3.89T
$1.31 Million 0.99% of portfolio
5,237
Q4 2024 Added 0.1%
$11.3B
$1.29 Million 0.98% of portfolio
35,085
Q4 2024 Reduced 54.6%
$15.3B
$1.17 Million 0.89% of portfolio
9,702
Q4 2024 Reduced 17.75%
$207B
$1.15 Million 0.88% of portfolio
10,372
Q4 2024 Reduced 11.72%
$85.7B
$1.08 Million 0.82% of portfolio
8,390
Q4 2024 Reduced 12.55%
$45.5B
$912,000 0.69% of portfolio
18,478
Q4 2024 Reduced 64.25%
$182B
$841,000 0.64% of portfolio
2,320
Q4 2024 Reduced 0.98%
$36.7B
$799,000 0.61% of portfolio
3,537
Q4 2024 Reduced 7.38%
$122B
$775,000 0.59% of portfolio
9,712
Q4 2024 Reduced 26.04%
$86.3B
$747,000 0.57% of portfolio
16,647
Q4 2024 Added 151,236.36%
$62.4B
$717,000 0.54% of portfolio
6,300
Q4 2024 Reduced 38.22%
$197M
$637,000 0.48% of portfolio
37,976
Q4 2024 Reduced 20.61%
$2.96T
$518,000 0.39% of portfolio
1,231
Q2 2024 Added 0.08%
$0
$457,000 0.35% of portfolio
2,306
Q4 2024 Reduced 22.23%
$26.7B
$382,000 0.29% of portfolio
36,017
Q4 2024 Reduced 37.36%

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $132 Million
  • Prior Value $132 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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