Guardian Wealth Management, Inc. Reduced Holdings in Q1 2025

Guardian Wealth Management, Inc.

  • $135 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-289K
- 84.89%
$27.01 - $28.54 $7.81M - $8.25M
51.5K $1.44M
XLE
Energy Sector Spdr

ETFs
-32.8K
- 99.37%
$85.7 - $93.96 $2.81M - $3.08M
208 $19K
KKR
Kkr & Co. Inc.

Financial Services
-384
- 1.2%
$108.17 - $167.07 $41.5K - $64.2K
31.5K $3.64M
MDT
Medtronic PLC

Healthcare
-9.65K
- 99.37%
$79.84 - $94.5 $771K - $912K
61 $5K
CVS
Cvs Health Corp

Healthcare
-16.6K
- 99.93%
$44.22 - $68.64 $736K - $1.14M
11 $0
SWKS
Skyworks Solutions, Inc.

Technology
-4.32K
- 99.88%
$64.12 - $93.96 $277K - $406K
5 $0
LCUT
Lifetime Brands, Inc

Consumer Cyclical
-60.4K
- 99.94%
$4.81 - $6.29 $291K - $380K
36 $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-8.05K
- 11.56%
$21.23 - $23.75 $171K - $191K
61.6K $1.33M
AAPL
Apple Inc.

Technology
-83
- 1.58%
$209.68 - $247.1 $17.4K - $20.5K
5.15K $1.14M
LMT
Lockheed Martin Corp

Industrials
-31
- 1.03%
$423.19 - $506.29 $13.1K - $15.7K
2.98K $1.33M
EMN
Eastman Chemical CO

Basic Materials
-892
- 29.63%
$87.05 - $103.47 $77.6K - $92.3K
2.12K $186K
DE
Deere & CO

Industrials
-234
- 34.01%
$408.57 - $509.27 $95.6K - $119K
454 $213K
CAT
Caterpillar Inc

Industrials
-4
- 0.17%
$326.75 - $407.63 $1.31K - $1.63K
2.32K $763K
VTV
Vanguard Value ETF

ETFs
-425
- 85.69%
$167.73 - $179.21 $71.3K - $76.2K
71 $12K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1.17K
- 46.4%
$51.39 - $57.43 $60.3K - $67.4K
1.36K $75K
PSX
Phillips 66

Energy
-787
- 12.49%
$113.93 - $131.55 $89.7K - $104K
5.51K $680K
NVO
Novo Nordisk A S

Healthcare
-250
- 23.81%
$69.3 - $90.95 $17.3K - $22.7K
800 $55K
AMGN
Amgen Inc

Healthcare
-140
- 71.43%
$258.59 - $327.36 $36.2K - $45.8K
56 $17K
STX
Seagate Technology Holdings PLC

Technology
-375
- 74.85%
$84.92 - $108.42 $31.8K - $40.7K
126 $10K
AEP
American Electric Power CO Inc

Utilities
-708
- 25.84%
$90.32 - $109.27 $63.9K - $77.4K
2.03K $222K
ETN
Eaton Corp PLC

Industrials
-75
- 74.26%
$271.83 - $371.23 $20.4K - $27.8K
26 $7K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-247
- 33.29%
$104.87 - $112.53 $25.9K - $27.8K
495 $54K
HBAN
Huntington Bancshares Inc

Financial Services
-1.25K
- 25.21%
$14.28 - $17.39 $17.8K - $21.7K
3.7K $55K
HD
Home Depot, Inc.

Consumer Cyclical
-26
- 14.21%
$347.25 - $424.87 $9.03K - $11K
157 $57K
WMB
Williams Companies, Inc.

Energy
-223
- 55.75%
$54.02 - $61.09 $12K - $13.6K
177 $10K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-102
- 6.08%
$78.0 - $84.37 $7.96K - $8.61K
1.58K $125K
HON
Honeywell International Inc

Industrials
-31
- 13.14%
$202.75 - $226.52 $6.29K - $7.02K
205 $43K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-45
- 3.5%
$179.71 - $192.06 $8.09K - $8.64K
1.24K $228K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-4
- 0.46%
$78.26 - $95.21 $313 - $381
872 $68K
MRK
Merck & Co., Inc.

Healthcare
-1
- 0.12%
$83.01 - $101.02 $83 - $101
817 $73K
VGSH
Vanguard

ETFs
-142
- 10.2%
$58.07 - $58.69 $8.25K - $8.33K
1.25K $73K
GOOG
Alphabet Inc.

Communication Services
-1
- 0.5%
$156.06 - $207.71 $156 - $208
199 $31K
CSCO
Cisco Systems, Inc.

Technology
-192
- 9.0%
$58.74 - $64.87 $11.3K - $12.5K
1.94K $119K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-374
- 20.33%
$18.36 - $20.51 $6.87K - $7.67K
1.47K $28K
CORP
Pimco Investment Grade Corp Bd

ETFs
-45
- 50.56%
$93.89 - $97.32 $4.23K - $4.38K
44 $4K
JPM
Jpmorgan Chase & CO

Financial Services
-29
- 4.16%
$225.19 - $279.95 $6.53K - $8.12K
668 $163K
SCHO
Schwab Short Term Us Treasury

ETFs
-109
- 49.1%
$24.1 - $24.34 $2.63K - $2.65K
113 $2K
CCI
Crown Castle International Corp

Real Estate
-40
- 34.19%
$84.33 - $106.39 $3.37K - $4.26K
77 $8K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
-93
- 16.91%
$16.3 - $17.47 $1.52K - $1.62K
457 $7K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-1
- 2.04%
$48.65 - $66.04 $48.7 - $66
48 $2K
CPT
Camden Property Trust

Real Estate
-14
- 16.47%
$109.16 - $125.53 $1.53K - $1.76K
71 $8K
VONG
Vanguard Russell 1000 Growth E

ETFs
-1
- 0.66%
$92.71 - $107.38 $92.7 - $107
151 $14K
PSTL
Postal Realty Trust, Inc.

Real Estate
-160
- 16.84%
$12.42 - $14.39 $1.99K - $2.3K
790 $11K
HP
Helmerich & Payne, Inc.

Energy
-1
- 0.65%
$24.69 - $36.7 $24.7 - $36.7
153 $3K
MAA
Mid America Apartment Communities Inc.

Real Estate
-11
- 16.92%
$146.9 - $170.92 $1.62K - $1.88K
54 $9K
VTI
Vanguard Total Stock Market Et

ETFs
-1
- 3.03%
$271.18 - $303.12 $271 - $303
32 $8K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1
- 2.94%
$72.7 - $84.32 $72.7 - $84.3
33 $2K
UGI
Ugi Corp

Utilities
-1
- 0.66%
$28.0 - $34.16 $28 - $34.2
150 $4K
AZN
Astrazeneca PLC

Healthcare
-494
- 11.09%
$65.37 - $77.96 $32.3K - $38.5K
3.96K $291K
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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