Guardian Wealth Management, Inc. Reduced Holdings in Q3 2024

Guardian Wealth Management, Inc.

  • $132 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ESGR
Enstar Group LTD

Financial Services
-12.5K
- 82.98%
$316.48 - $348.31 $3.94M - $4.34M
2.56K $820K
ANET
Arista Networks, Inc.

Technology
-4.12K
- 15.64%
$311.42 - $388.21 $1.28M - $1.6M
22.2K $8.53M
LCUT
Lifetime Brands, Inc

Consumer Cyclical
-2.63K
- 1.99%
$6.18 - $9.02 $16.2K - $23.7K
129K $842K
COP
Conocophillips

Energy
-270
- 0.96%
$102.3 - $116.61 $27.6K - $31.5K
28K $2.94M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-6.21K
- 64.63%
$31.07 - $39.36 $193K - $244K
3.4K $124K
PSX
Phillips 66

Energy
-507
- 4.74%
$125.0 - $147.17 $63.4K - $74.6K
10.2K $1.34M
DIS
Walt Disney CO

Communication Services
-236
- 1.97%
$85.6 - $98.61 $20.2K - $23.3K
11.7K $1.13M
JCTCF
Jewett Cameron Trading CO LTD

Basic Materials
-7.34K
- 34.19%
$4.01 - $4.98 $29.4K - $36.6K
14.1K $70K
HON
Honeywell International Inc

Industrials
-71
- 23.13%
$196.73 - $220.21 $14K - $15.6K
236 $48K
VGSH
Vanguard

ETFs
-242
- 14.84%
$57.74 - $59.13 $14K - $14.3K
1.39K $81K
AB
Alliancebernstein Holding L.P.

Financial Services
-354
- 54.46%
$31.87 - $35.39 $11.3K - $12.5K
296 $10K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-429
- 15.79%
$36.98 - $41.55 $15.9K - $17.8K
2.29K $94K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-170
- 9.25%
$76.38 - $78.87 $13K - $13.4K
1.67K $131K
XOM
Exxon Mobil Corp

Energy
-89
- 8.33%
$109.72 - $119.0 $9.77K - $10.6K
979 $114K
XLK
Technology Sector Spdr

ETFs
-31
- 4.92%
$197.34 - $237.68 $6.12K - $7.37K
599 $135K
ADI
Analog Devices Inc

Technology
-36
- 2.8%
$200.56 - $243.33 $7.22K - $8.76K
1.25K $287K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-131
- 17.75%
$61.11 - $67.85 $8.01K - $8.89K
607 $41K
SON
Sonoco Products CO

Consumer Cyclical
-182
- 13.15%
$48.33 - $56.57 $8.8K - $10.3K
1.2K $65K
IEFA
Ishares Tr

ETFs
-75
- 31.12%
$70.09 - $78.74 $5.26K - $5.91K
166 $12K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-161
- 7.5%
$74.26 - $78.84 $12K - $12.7K
1.99K $155K
BUR
Burford Capital LTD

Financial Services
-414
- 5.12%
$12.44 - $14.22 $5.15K - $5.89K
7.67K $101K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-156
- 9.19%
$69.16 - $76.64 $10.8K - $12K
1.54K $115K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-9
- 0.82%
$42.59 - $60.56 $383 - $545
1.09K $54K
SNY
Sanofi

Healthcare
-168
- 19.24%
$48.54 - $58.53 $8.15K - $9.83K
705 $40K
SCHO
Schwab Short Term Us Treasury

ETFs
-18
- 13.04%
$47.93 - $49.06 $863 - $883
120 $5K
CORP
Pimco Investment Grade Corp Bd

ETFs
-4
- 3.88%
$94.36 - $100.01 $377 - $400
99 $9K
Bunge Global Sa Com Shs
-78
- 7.63%
N/A
944 $0
XLE
Energy Sector Spdr

ETFs
-3
- 3.09%
$84.35 - $93.39 $253 - $280
94 $8K
Fortrea Hldgs Inc Common Stock
-36
- 0.62%
N/A
5.82K $0
ETN
Eaton Corp PLC

Industrials
-2
- 1.94%
$272.52 - $333.02 $545 - $666
101 $33K
WMB
Williams Companies, Inc.

Energy
-3
- 0.75%
$41.24 - $46.22 $124 - $139
399 $18K
GD
General Dynamics Corp

Industrials
-4
- 1.34%
$279.51 - $308.09 $1.12K - $1.23K
294 $88K
HBAN
Huntington Bancshares Inc

Financial Services
-371
- 6.6%
$12.84 - $15.15 $4.76K - $5.62K
5.25K $77K
HNI
Hni Corp

Industrials
-3
- 1.06%
$44.15 - $54.95 $132 - $165
280 $15K
STX
Seagate Technology Holdings PLC

Technology
-1
- 0.2%
$92.1 - $110.76 $92.1 - $111
501 $54K
KO
Coca Cola CO

Consumer Defensive
-70
- 5.51%
$62.69 - $73.01 $4.39K - $5.11K
1.2K $86K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-14
- 1.85%
$98.85 - $111.3 $1.38K - $1.56K
742 $82K
TSLA
Tesla, Inc.

Consumer Cyclical
-1
- 0.55%
$191.76 - $263.26 $192 - $263
181 $47K
EMN
Eastman Chemical CO

Basic Materials
-300
- 7.99%
$93.82 - $113.74 $28.1K - $34.1K
3.45K $386K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1
- 0.28%
$405.19 - $478.57 $405 - $479
361 $166K
BR
Broadridge Financial Solutions, Inc.

Technology
-192
- 4.79%
$196.56 - $218.55 $37.7K - $42K
3.82K $820K
AEP
American Electric Power CO Inc

Utilities
-166
- 4.98%
$87.11 - $104.95 $14.5K - $17.4K
3.17K $325K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-732
- 3.06%
$59.93 - $66.52 $43.9K - $48.7K
23.2K $1.54M
FRPH
Frp Holdings, Inc.

Real Estate
-148
- 0.2%
$27.48 - $30.48 $4.07K - $4.51K
74K $2.2M
AAPL
Apple Inc.

Technology
-100
- 1.88%
$207.23 - $234.82 $20.7K - $23.5K
5.23K $1.22M
CAT
Caterpillar Inc

Industrials
-59
- 2.46%
$316.8 - $391.12 $18.7K - $23.1K
2.34K $916K
APO
Apollo Global Management, Inc.

Financial Services
-429
- 1.05%
$99.16 - $125.81 $42.5K - $54K
40.3K $5.03M
AYI
Acuity Brands Inc

Industrials
-175
- 2.0%
$222.88 - $275.47 $39K - $48.2K
8.55K $2.36M
LMT
Lockheed Martin Corp

Industrials
-15
- 0.48%
$460.3 - $584.56 $6.9K - $8.77K
3.1K $1.81M
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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