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
VZ
Verizon Communications Inc

Communication Services
14
+ 1.57%
$38.89 - $45.0 $544 - $630
904 $40K
VBK
Vanguard Small Cap Growth ETF

ETFs
8
+ 9.2%
$240.48 - $267.94 $1.92K - $2.14K
95 $25K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
11
+ 4.47%
$112.99 - $126.45 $1.24K - $1.39K
257 $32K
VEU
Vanguard Ftse All World Ex Us

ETFs
21
+ 4.18%
$56.47 - $63.69 $1.19K - $1.34K
523 $32K
PFE
Pfizer Inc

Healthcare
8
+ 0.37%
$27.7 - $31.39 $222 - $251
2.19K $63K
SO
Southern CO

Utilities
1
+ 0.87%
$77.0 - $90.52 $77 - $90.5
116 $10K
USB
Us Bancorp \De\

Financial Services
3
+ 1.0%
$39.04 - $47.23 $117 - $142
303 $13K
RTX
Raytheon Technologies Corp

Industrials
1
+ 1.32%
$99.55 - $123.34 $99.6 - $123
77 $9K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1
+ 0.23%
$75.47 - $83.18 $75.5 - $83.2
427 $35K
CCI
Crown Castle International Corp

Real Estate
1
+ 0.86%
$95.29 - $120.24 $95.3 - $120
117 $13K
VTV
Vanguard Value ETF

ETFs
4
+ 9.76%
$159.75 - $174.57 $639 - $698
45 $7K
AZN
Astrazeneca PLC

Healthcare
6
+ 0.13%
$76.67 - $87.62 $460 - $526
4.45K $347K
KR
Kroger CO

Consumer Defensive
1
+ 0.49%
$50.43 - $57.3 $50.4 - $57.3
207 $11K
EXC
Exelon Corp

Utilities
1
+ 1.85%
$34.24 - $40.55 $34.2 - $40.6
55 $2K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 3.13%
$255.18 - $283.2 $255 - $283
33 $9K
T
At&T Inc.

Communication Services
2
+ 1.33%
$18.21 - $22.28 $36.4 - $44.6
152 $3K
CCL
Carnival Corp

Consumer Cyclical
100
New
$14.01 - $19.18 $1.4K - $1.92K
100 $1K
TRV
Travelers Companies, Inc.

Financial Services
0
New
$201.87 - $242.35 $0 - $0
0 $0
Brookfield Corp Cl A LTD Vt Sh
564
+ 0.98%
N/A
57.9K $0
UPS
United Parcel Service Inc

Industrials
2
+ 1.01%
$123.32 - $147.38 $247 - $295
200 $27K
Blackrock Inc Com
11
New
N/A
11 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
0
New
$150.01 - $182.29 $0 - $0
0 $0
XRX
Xerox Holdings Corp

Technology
0
New
$9.66 - $12.04 $0 - $0
0 $0
WTBA
West Bancorporation Inc

Financial Services
1
+ 0.79%
$16.61 - $21.93 $16.6 - $21.9
127 $2K
TROW
Price T Rowe Group Inc

Financial Services
1
+ 1.08%
$101.71 - $120.75 $102 - $121
94 $10K
GME
Game Stop Corp.

Consumer Cyclical
1
+ 0.54%
$19.5 - $28.54 $19.5 - $28.5
187 $4K
Grayscale Bitcoin Mini Trust ETF
1.09K
New
N/A
1.09K $0
KOSS
Koss Corp

Technology
1
New
$4.36 - $13.35 $4.36 - $13.4
1 $0
C
Citigroup Inc

Financial Services
0
New
$56.11 - $67.61 $0 - $0
0 $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
1
+ 0.93%
N/A
108 $0
CVX
Chevron Corp

Energy
1
+ 1.23%
$137.88 - $161.97 $138 - $162
82 $12K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1
+ 1.23%
$25.45 - $29.53 $25.5 - $29.5
82 $2K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3
+ 5.77%
$45.2 - $47.87 $136 - $144
55 $2K
Siriusxm Holdings Inc Common Stock
29K
New
N/A
29K $0
Sitio Royalties Corp Class A Com
188
+ 0.1%
N/A
183K $0
SHOC
Ea Ser Tr Strive U S Semicondu
21
+ 233.33%
N/A
30 $0
Solventum Corp Com Shs
9
+ 0.5%
N/A
1.8K $0
FLRN
Spdr Bloomberg Investment Grad

ETFs
2
+ 1.8%
$30.55 - $30.85 $61.1 - $61.7
113 $3K
CC
Chemours CO

Basic Materials
0
New
$16.79 - $24.99 $0 - $0
0 $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
2
+ 0.18%
N/A
1.14K $0
Brookfield Wealth Sol LTD Cl A Exchangeab
217
New
N/A
217 $0
Labcorp Holdings Inc Com Shs
72
+ 1.2%
N/A
6.08K $0
BSM
Black Stone Minerals, L.P.

Energy
236
+ 1.85%
$14.05 - $15.85 $3.32K - $3.74K
13K $196K
BP
Bp PLC

Energy
1
+ 0.09%
$30.78 - $37.05 $30.8 - $37.1
1.13K $35K
WFC
Wells Fargo & Company

Financial Services
15
+ 0.31%
$51.58 - $60.97 $774 - $915
4.87K $274K
WM
Waste Management Inc

Industrials
120
+ 0.82%
$196.96 - $223.45 $23.6K - $26.8K
14.7K $3.05M
SWKS
Skyworks Solutions, Inc.

Technology
171
+ 1.7%
$96.22 - $120.68 $16.5K - $20.6K
10.2K $1.01M
LKQ
Lkq Corp

Consumer Cyclical
1.44K
+ 1.89%
$38.47 - $46.03 $55.2K - $66.1K
77.3K $3.08M
LLY
Eli Lilly & CO

Healthcare
61
+ 0.76%
$772.14 - $960.02 $47.1K - $58.6K
8.08K $7.15M
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
Track This Portfolio

Track Guardian Wealth Management, Inc. Portfolio

Follow Guardian Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email