Guardian Wealth Management, Inc. Purchases in Q4 2024

Guardian Wealth Management, Inc.

  • $132 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
324K
+ 1994.11%
$26.93 - $84.95 $8.73M - $27.5M
340K $9.3M
XLE
Energy Sector Spdr

ETFs
32.9K
+ 34997.87%
$83.32 - $97.27 $2.74M - $3.2M
33K $2.83M
GPN
Global Payments Inc

Industrials
20.4K
New
$97.57 - $119.38 $1.99M - $2.43M
20.4K $2.28M
NPK
National Presto Industries Inc

Industrials
21.3K
New
$69.91 - $98.42 $1.49M - $2.09M
21.3K $2.09M
UTI
Universal Technical Institute Inc

Consumer Defensive
43.6K
+ 50.36%
$15.2 - $26.53 $663K - $1.16M
130K $3.35M
APO
Apollo Global Management, Inc.

Financial Services
1.1K
+ 2.74%
$131.36 - $178.61 $145K - $197K
41.4K $6.84M
STRL
Sterling Construction CO Inc

Industrials
252
+ 0.55%
$142.94 - $199.03 $36K - $50.2K
46K $7.75M
VCIT
Vanguard Intermediate Term Cor

ETFs
13.1K
+ 231.67%
$80.13 - $83.77 $1.05M - $1.09M
18.7K $1.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13K
+ 155.2%
$77.86 - $79.27 $1.01M - $1.03M
21.3K $1.66M
CVS
Cvs Health Corp

Healthcare
16.6K
+ 151236.36%
$43.78 - $67.46 $728K - $1.12M
16.6K $747K
AYI
Acuity Brands Inc

Industrials
230
+ 2.69%
$292.13 - $333.45 $67.2K - $76.7K
8.78K $2.57M
AZO
Autozone Inc

Consumer Cyclical
14
+ 0.75%
$2981.19 - $3370.27 $41.7K - $47.2K
1.89K $6.04M
DLTH
Duluth Holdings Inc.

Consumer Cyclical
31K
New
$2.9 - $4.2 $89.9K - $130K
31K $95K
AAPL
Apple Inc.

Technology
5
+ 0.1%
$221.69 - $259.02 $1.11K - $1.3K
5.24K $1.31M
VTV
Vanguard Value ETF

ETFs
451
+ 1002.22%
$168.32 - $181.87 $75.9K - $82K
496 $83K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
46.4K
+ 200.1%
$22.01 - $66.82 $1.02M - $3.1M
69.6K $1.58M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
3
+ 0.2%
$60.83 - $79.97 $182 - $240
1.49K $118K
CSCO
Cisco Systems, Inc.

Technology
3
+ 0.14%
$52.45 - $60.02 $157 - $180
2.13K $126K
T
At&T Inc.

Communication Services
590
+ 388.16%
$21.22 - $23.88 $12.5K - $14.1K
742 $16K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.5%
$163.08 - $198.16 $163 - $198
200 $38K
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
9
+ 0.31%
$16.41 - $19.03 $148 - $171
2.89K $53K
WMB
Williams Companies, Inc.

Energy
1
+ 0.25%
$46.37 - $59.74 $46.4 - $59.7
400 $21K
BMY
Bristol Myers Squibb CO

Healthcare
5
+ 0.94%
$51.92 - $59.94 $260 - $300
538 $30K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
268
New
$8.51 - $9.15 $2.28K - $2.45K
268 $2K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 1.13%
$178.39 - $215.0 $357 - $430
179 $34K
XOM
Exxon Mobil Corp

Energy
107
+ 10.93%
$105.51 - $125.37 $11.3K - $13.4K
1.09K $116K
BX
Blackstone Inc.

Financial Services
1
+ 0.8%
$148.45 - $199.05 $148 - $199
126 $21K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.22K
+ 200.16%
$22.4 - $68.28 $27.2K - $83K
1.82K $42K
USB
Us Bancorp \De\

Financial Services
3
+ 0.99%
$43.98 - $53.66 $132 - $161
306 $14K
TXN
Texas Instruments Inc

Technology
7
+ 0.06%
N/A
11.5K $2.24M
KR
Kroger CO

Consumer Defensive
2
+ 0.97%
$55.21 - $63.3 $110 - $127
209 $12K
VTRS
Viatris Inc

Healthcare
1
+ 0.43%
$11.32 - $13.37 $11.3 - $13.4
231 $2K
SCHO
Schwab Short Term Us Treasury

ETFs
102
+ 85.0%
$24.06 - $48.88 $2.45K - $4.99K
222 $5K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1
+ 0.83%
$33.93 - $38.37 $33.9 - $38.4
122 $4K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
855
+ 200.23%
$27.54 - $83.04 $23.5K - $71K
1.28K $35K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
73
+ 132.73%
$22.63 - $47.53 $1.65K - $3.47K
128 $2K
FLRN
Spdr Bloomberg Investment Grad

ETFs
2
+ 1.77%
$30.67 - $30.84 $61.3 - $61.7
115 $3K
SHOC
Ea Ser Tr Strive U S Semicondu
1
+ 3.33%
N/A
31 $0
Arista Networks Inc Com Shs
65.7K
New
N/A
65.7K $0
LNT
Alliant Energy Corp

Utilities
1
+ 1.32%
$56.24 - $63.63 $56.2 - $63.6
77 $4K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2
+ 2.44%
$26.63 - $30.23 $53.3 - $60.5
84 $2K
Magnera Corp Com Shs
8.06K
New
N/A
8.06K $0
TROW
Price T Rowe Group Inc

Financial Services
1
+ 1.06%
$106.48 - $124.69 $106 - $125
95 $10K
Grayscale Bitcoin Mini Trust ETF
2.02K
New
N/A
2.02K $0
KOSS
Koss Corp

Technology
5
+ 500.0%
$6.77 - $8.32 $33.8 - $41.6
6 $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
1
+ 0.09%
N/A
1.14K $0
VGSH
Vanguard

ETFs
3
+ 0.22%
$58.02 - $58.88 $174 - $177
1.39K $80K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
1
+ 0.11%
$86.6 - $95.01 $86.6 - $95
876 $77K
SO
Southern CO

Utilities
1
+ 0.86%
$81.5 - $94.15 $81.5 - $94.2
117 $9K
Activity Summary
Buys All Purchases 72 New Holdings 7 Increased Positions 65 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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