Guardian Wealth Management, Inc. Purchases in Q1 2025

Guardian Wealth Management, Inc.

  • $135 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.44%
$91.75 - $115.81 $91.8 - $116
226 $22K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
12
+ 4.65%
$110.75 - $119.78 $1.33K - $1.44K
270 $31K
VEU
Vanguard Ftse All World Ex Us

ETFs
21
+ 4.02%
$56.51 - $62.98 $1.19K - $1.32K
544 $32K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8
+ 6.25%
$22.46 - $23.26 $180 - $186
136 $3K
GME
Game Stop Corp.

Consumer Cyclical
62
+ 35.03%
$21.73 - $33.37 $1.35K - $2.07K
239 $5K
Sitio Royalties Corp Class A Com
75.8K
+ 59.16%
N/A
204K $0
Labcorp Holdings Inc Com Shs
171
+ 2.82%
N/A
6.24K $0
NEE
Nextera Energy Inc

Utilities
4
+ 0.85%
$66.96 - $76.16 $268 - $305
473 $33K
RYH
Invesco S&P 500 Equal Weight H

ETFs
2
+ 0.18%
N/A
1.14K $0
Magnera Corp Com Shs
412
+ 5.11%
N/A
8.48K $0
SHOC
Ea Ser Tr Strive U S Semicondu
6
+ 19.35%
N/A
37 $0
Summit Therapeutics Inc Com
70
New
N/A
70 $0
Siriusxm Holdings Inc Common Stock
19.3K
+ 148.44%
N/A
32.3K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.48%
$156.61 - $168.02 $157 - $168
209 $33K
Arista Networks Inc Com Shs
2.42K
+ 3.68%
N/A
68.1K $0
CC
Chemours CO

Basic Materials
0
New
$13.41 - $19.99 $0 - $0
0 $0
XRX
Xerox Holdings Corp

Technology
0
New
$4.83 - $9.84 $0 - $0
0 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
0
New
$175.5 - $209.86 $0 - $0
0 $0
C
Citigroup Inc

Financial Services
0
New
$67.23 - $84.63 $0 - $0
0 $0
KOSS
Koss Corp

Technology
1
+ 16.67%
$4.68 - $7.69 $4.68 - $7.69
7 $0
TRV
Travelers Companies, Inc.

Financial Services
0
New
$232.43 - $265.13 $0 - $0
0 $0
VBR
Vanguard Small Cap Value ETF

ETFs
148
+ 6.42%
$183.02 - $207.75 $27.1K - $30.7K
2.45K $457K
Perimeter Solutions Inc Common Stock
1.19K
New
N/A
1.19K $0
USB
Us Bancorp \De\

Financial Services
3
+ 0.98%
$40.92 - $50.9 $123 - $153
309 $13K
SON
Sonoco Products CO

Consumer Cyclical
4
+ 0.33%
$44.71 - $49.22 $179 - $197
1.21K $57K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1
+ 0.08%
$25.58 - $29.24 $25.6 - $29.2
1.28K $33K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.11%
$21.75 - $24.28 $43.5 - $48.6
1.82K $40K
TROW
Price T Rowe Group Inc

Financial Services
1
+ 1.05%
$91.57 - $116.93 $91.6 - $117
96 $8K
GIS
General Mills Inc

Consumer Defensive
2
+ 0.38%
$57.56 - $65.3 $115 - $131
523 $31K
RLI
Rli Corp

Financial Services
593
+ 100.0%
$71.75 - $163.21 $42.5K - $96.8K
1.19K $95K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.56%
$168.84 - $202.89 $169 - $203
180 $31K
UPS
United Parcel Service Inc

Industrials
2
+ 0.99%
$109.66 - $136.26 $219 - $273
205 $22K
PFE
Pfizer Inc

Healthcare
9
+ 0.41%
$25.01 - $27.13 $225 - $244
2.21K $55K
BX
Blackstone Inc.

Financial Services
1
+ 0.79%
$136.53 - $186.74 $137 - $187
127 $17K
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
58
+ 2.01%
$16.1 - $18.9 $934 - $1.1K
2.95K $48K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
3
+ 0.2%
$70.74 - $89.0 $212 - $267
1.49K $112K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.03%
$23.16 - $27.04 $23.2 - $27
3.02K $70K
PX
P10, Inc.

Financial Services
8.18K
+ 6.01%
$11.04 - $13.77 $90.3K - $113K
144K $1.69M
TSLA
Tesla, Inc.

Consumer Cyclical
1
+ 0.59%
$222.15 - $428.22 $222 - $428
170 $44K
NVDA
Nvidia Corp

Technology
58
+ 3.07%
$106.98 - $149.43 $6.2K - $8.67K
1.95K $211K
MSFT
Microsoft Corp

Technology
1
+ 0.08%
$375.39 - $447.2 $375 - $447
1.23K $462K
AYI
Acuity Brands Inc

Industrials
573
+ 6.52%
$257.8 - $337.07 $148K - $193K
9.36K $2.46M
GPN
Global Payments Inc

Industrials
1.65K
+ 8.11%
$92.18 - $113.03 $152K - $187K
22K $2.16M
APO
Apollo Global Management, Inc.

Financial Services
1.92K
+ 4.64%
$126.01 - $172.06 $242K - $331K
43.3K $5.93M
STRL
Sterling Construction CO Inc

Industrials
4.05K
+ 8.8%
$108.65 - $200.56 $440K - $812K
50.1K $5.67M
Activity Summary
Buys All Purchases 96 New Holdings 10 Increased Positions 86 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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