Guardian Wealth Management, Inc. Purchases in Q3 2024

Guardian Wealth Management, Inc.

  • $132 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OXY
Occidental Petroleum Corp

Energy
37.9K
+ 275.08%
$49.91 - $63.73 $1.89M - $2.42M
51.7K $2.66M
VRSN
Verisign Inc

Technology
8.06K
+ 73.25%
$174.18 - $190.64 $1.4M - $1.54M
19.1K $3.62M
UTI
Universal Technical Institute Inc

Consumer Defensive
85K
+ 5347.01%
$15.83 - $19.43 $1.34M - $1.65M
86.6K $1.41M
STRL
Sterling Construction CO Inc

Industrials
906
+ 2.02%
$102.56 - $148.9 $92.9K - $135K
45.7K $6.63M
ABBV
Abb Vie Inc.

Healthcare
400
+ 1.45%
$163.84 - $199.33 $65.5K - $79.7K
27.9K $5.51M
NNI
Nelnet Inc

Financial Services
459
+ 0.99%
$100.81 - $115.58 $46.3K - $53.1K
46.9K $5.31M
CHKP
Check Point Software Technologies LTD

Technology
246
+ 1.3%
$165.0 - $195.47 $40.6K - $48.1K
19.2K $3.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.56K
+ 39.03%
$77.02 - $85.06 $352K - $388K
16.3K $1.37M
OMC
Omnicom Group Inc.

Communication Services
661
+ 2.46%
$87.69 - $103.9 $58K - $68.7K
27.5K $2.85M
AZO
Autozone Inc

Consumer Cyclical
24
+ 1.3%
$2815.0 - $3212.87 $67.6K - $77.1K
1.87K $5.89M
MMM
3 M CO

Industrials
164
+ 1.74%
$99.69 - $139.42 $16.3K - $22.9K
9.59K $1.31M
ABT
Abbott Laboratories

Healthcare
286
+ 1.06%
$100.07 - $118.13 $28.6K - $33.8K
27.2K $3.11M
PX
P10, Inc.

Financial Services
210
+ 0.16%
$8.19 - $10.94 $1.72K - $2.3K
136K $1.45M
UL
Unilever PLC

Consumer Defensive
587
+ 2.26%
$54.7 - $65.59 $32.1K - $38.5K
26.6K $1.73M
BERY
Berry Global Group, Inc.

Consumer Cyclical
367
+ 1.24%
$58.01 - $69.08 $21.3K - $25.4K
30K $2.04M
VBR
Vanguard Small Cap Value ETF

ETFs
1.1K
+ 58.98%
$179.99 - $201.6 $198K - $222K
2.97K $595K
MA
Mastercard Inc

Financial Services
62
+ 1.52%
$429.6 - $500.99 $26.6K - $31.1K
4.13K $2.04M
JNJ
Johnson & Johnson

Healthcare
226
+ 1.77%
$145.48 - $167.38 $32.9K - $37.8K
13K $2.1M
NVDA
Nvidia Corp

Technology
1.61K
+ 428.53%
$98.91 - $134.91 $159K - $217K
1.98K $240K
STAG
Stag Industrial, Inc.

Real Estate
965
+ 2.12%
$35.42 - $40.98 $34.2K - $39.5K
46.4K $1.82M
PG
Procter & Gamble CO

Consumer Defensive
250
+ 1.67%
$160.76 - $177.82 $40.2K - $44.5K
15.2K $2.63M
PINE
Alpine Income Property Trust, Inc.

Real Estate
2.15K
+ 4.72%
$15.0 - $19.1 $32.3K - $41.1K
47.8K $870K
MDT
Medtronic PLC

Healthcare
115
+ 0.88%
$76.84 - $91.03 $8.84K - $10.5K
13.1K $1.18M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.76K
+ 26.7%
$76.94 - $79.54 $136K - $140K
8.36K $664K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.4K
+ 32.92%
$79.29 - $84.02 $111K - $117K
5.64K $472K
PEP
Pepsico Inc

Consumer Defensive
233
+ 1.55%
$161.9 - $179.3 $37.7K - $41.8K
15.3K $2.6M
KMB
Kimberly Clark Corp

Consumer Defensive
287
+ 1.93%
$135.05 - $148.35 $38.8K - $42.6K
15.2K $2.16M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.27K
+ 98.91%
$50.99 - $57.81 $64.7K - $73.3K
2.55K $145K
NWN
Northwest Natural Holding CO

Utilities
389
+ 3.24%
$35.25 - $40.82 $13.7K - $15.9K
12.4K $506K
WBD
Warner Bros. Discovery, Inc.

Communication Services
534
+ 0.94%
$6.71 - $8.78 $3.58K - $4.69K
57.5K $474K
TXN
Texas Instruments Inc

Technology
181
+ 1.6%
$194.6 - $194.6 $35.2K - $35.2K
11.5K $2.24M
VOOV
Vanguard S&P 500 Value ETF

ETFs
71
+ 5.89%
$175.0 - $190.72 $12.4K - $13.5K
1.28K $243K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
4
+ 0.27%
$46.16 - $65.21 $185 - $261
1.48K $96K
GRMN
Garmin LTD

Technology
2
+ 0.13%
$161.1 - $183.29 $322 - $367
1.5K $263K
PKI
Perkinelmer Inc

Healthcare
158
+ 1.36%
N/A
11.8K $1.43M
SBUX
Starbucks Corp

Consumer Cyclical
164
+ 260.32%
$72.51 - $98.6 $11.9K - $16.2K
227 $22K
VONV
Vanguard Russell 1000 Value Et

ETFs
158
+ 39.3%
$76.07 - $83.33 $12K - $13.2K
560 $46K
CSCO
Cisco Systems, Inc.

Technology
4
+ 0.19%
$44.74 - $53.22 $179 - $213
2.13K $113K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.55%
$333.64 - $405.2 $334 - $405
182 $73K
VOE
Vanguard Mid Cap Value Index F

ETFs
43
+ 26.22%
$149.02 - $167.67 $6.41K - $7.21K
207 $34K
TOLZ
Dj Brookfield Global

ETFs
165
New
$44.92 - $51.35 $7.41K - $8.47K
165 $8K
GUNR
Flexshares Tr Morningstar Glob

ETFs
196
New
$38.51 - $41.48 $7.55K - $8.13K
196 $8K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4
+ 0.25%
$46.9 - $51.96 $188 - $208
1.64K $84K
NEE
Nextera Energy Inc

Utilities
3
+ 0.65%
$69.9 - $84.97 $210 - $255
466 $39K
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.57%
$194.9 - $224.8 $780 - $899
711 $149K
BMY
Bristol Myers Squibb CO

Healthcare
5
+ 0.95%
$39.66 - $51.75 $198 - $259
533 $27K
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
34
+ 1.19%
$14.71 - $17.73 $500 - $603
2.88K $49K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.57%
$156.14 - $187.2 $156 - $187
177 $32K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
2
+ 0.23%
$77.64 - $90.33 $155 - $181
875 $78K
Activity Summary
Buys All Purchases 100 New Holdings 13 Increased Positions 87 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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