Guardian Wealth Management, Inc. Sells in Q4 2024

Guardian Wealth Management, Inc.

  • $132 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LKQ
Lkq Corp

Consumer Cyclical
-42.2K
- 54.6%
$36.0 - $39.99 $1.52M - $1.69M
35.1K $1.29M
OXY
Occidental Petroleum Corp

Energy
-33.2K
- 64.25%
$45.36 - $55.91 $1.51M - $1.86M
18.5K $912K
LLY
Eli Lilly & CO

Healthcare
-551
- 6.82%
$727.2 - $932.06 $401K - $514K
7.53K $5.81M
COP
Conocophillips

Energy
-9.59K
- 34.32%
$95.12 - $114.72 $913K - $1.1M
18.4K $1.82M
JNJ
Johnson & Johnson

Healthcare
-3.88K
- 29.91%
$143.34 - $165.86 $557K - $644K
9.1K $1.32M
PEP
Pepsico Inc

Consumer Defensive
-2.81K
- 18.33%
$151.29 - $176.1 $424K - $494K
12.5K $1.9M
SWKS
Skyworks Solutions, Inc.

Technology
-5.91K
- 57.75%
$83.18 - $99.15 $491K - $586K
4.32K $383K
PSX
Phillips 66

Energy
-3.9K
- 38.22%
$110.35 - $138.93 $430K - $542K
6.3K $717K
NNI
Nelnet Inc

Financial Services
-2.73K
- 5.81%
$104.32 - $124.92 $284K - $341K
44.2K $4.72M
OMC
Omnicom Group Inc.

Communication Services
-352
- 1.28%
$85.82 - $105.47 $30.2K - $37.1K
27.2K $2.34M
MDT
Medtronic PLC

Healthcare
-3.42K
- 26.04%
$79.61 - $92.24 $272K - $315K
9.71K $775K
KMB
Kimberly Clark Corp

Consumer Defensive
-1.68K
- 11.09%
$130.37 - $146.09 $219K - $245K
13.5K $1.77M
STAG
Stag Industrial, Inc.

Real Estate
-3.11K
- 6.7%
$33.22 - $39.1 $103K - $122K
43.3K $1.47M
UL
Unilever PLC

Consumer Defensive
-2.29K
- 8.63%
$56.7 - $64.64 $130K - $148K
24.3K $1.38M
LMT
Lockheed Martin Corp

Industrials
-88
- 2.84%
$479.66 - $614.62 $42.2K - $54.1K
3.02K $1.47M
PKI
Perkinelmer Inc

Healthcare
-2.09K
- 17.75%
N/A
9.7K $1.17M
PINE
Alpine Income Property Trust, Inc.

Real Estate
-9.86K
- 20.61%
$16.21 - $18.47 $160K - $182K
38K $637K
MMM
3 M CO

Industrials
-1.2K
- 12.55%
$124.74 - $137.12 $150K - $165K
8.39K $1.08M
VRSN
Verisign Inc

Technology
-2.59K
- 13.62%
$176.68 - $206.96 $458K - $537K
16.5K $3.41M
NWN
Northwest Natural Holding CO

Utilities
-3.71K
- 29.94%
$38.42 - $43.85 $143K - $163K
8.69K $343K
VBR
Vanguard Small Cap Value ETF

ETFs
-659
- 22.23%
$197.36 - $217.3 $130K - $143K
2.31K $457K
WM
Waste Management Inc

Industrials
-141
- 0.96%
$201.79 - $228.46 $28.5K - $32.2K
14.5K $2.93M
EMN
Eastman Chemical CO

Basic Materials
-444
- 12.85%
$90.03 - $110.64 $40K - $49.1K
3.01K $274K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-21.5K
- 37.36%
$7.33 - $12.37 $157K - $266K
36K $382K
CAT
Caterpillar Inc

Industrials
-23
- 0.98%
$360.37 - $416.88 $8.29K - $9.59K
2.32K $841K
AEP
American Electric Power CO Inc

Utilities
-428
- 13.51%
$90.91 - $102.21 $38.9K - $43.7K
2.74K $252K
ABT
Abbott Laboratories

Healthcare
-334
- 1.23%
$111.93 - $119.39 $37.4K - $39.9K
26.9K $3.04M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-448
- 19.58%
$18.41 - $40.87 $8.25K - $18.3K
1.84K $34K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-605
- 26.5%
$80.93 - $85.66 $49K - $51.8K
1.68K $135K
BSM
Black Stone Minerals, L.P.

Energy
-2.56K
- 19.65%
$13.86 - $15.57 $35.4K - $39.8K
10.5K $152K
ADI
Analog Devices Inc

Technology
-55
- 4.4%
$206.35 - $236.48 $11.3K - $13K
1.19K $253K
JCTCF
Jewett Cameron Trading CO LTD

Basic Materials
-5.06K
- 35.84%
$4.18 - $5.05 $21.2K - $25.6K
9.07K $38K
XLK
Technology Sector Spdr

ETFs
-153
- 25.54%
$220.26 - $241.44 $33.7K - $36.9K
446 $103K
SNY
Sanofi

Healthcare
-450
- 63.83%
$45.89 - $57.31 $20.7K - $25.8K
255 $12K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-713
- 20.98%
$34.25 - $37.94 $24.4K - $27.1K
2.69K $97K
BR
Broadridge Financial Solutions, Inc.

Technology
-282
- 7.38%
$209.64 - $236.44 $59.1K - $66.7K
3.54K $799K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-142
- 9.21%
$68.25 - $75.42 $9.69K - $10.7K
1.4K $95K
HUBB
Hubbell Inc

Industrials
-41
- 21.93%
$418.89 - $472.12 $17.2K - $19.4K
146 $61K
BCE
Bce Inc

Communication Services
-474
- 79.13%
$22.53 - $34.84 $10.7K - $16.5K
125 $2K
DEO
Diageo PLC

Consumer Defensive
-119
- 54.59%
$118.0 - $139.88 $14K - $16.6K
99 $12K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-144
- 7.25%
$74.5 - $78.37 $10.7K - $11.3K
1.84K $137K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-22
- 0.86%
$52.1 - $57.26 $1.15K - $1.26K
2.53K $131K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-58
- 68.24%
$153.8 - $176.52 $8.92K - $10.2K
27 $4K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-56
- 3.36%
$77.02 - $78.58 $4.31K - $4.4K
1.61K $124K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6
- 1.66%
$442.29 - $483.08 $2.65K - $2.9K
355 $160K
BUR
Burford Capital LTD

Financial Services
-1
- 0.01%
$12.71 - $14.61 $12.7 - $14.6
7.67K $97K
WFC
Wells Fargo & Company

Financial Services
-1.02K
- 20.89%
$54.98 - $77.35 $55.9K - $78.7K
3.85K $270K
SBUX
Starbucks Corp

Consumer Cyclical
-2
- 0.88%
$87.44 - $102.5 $175 - $205
225 $20K
CORP
Pimco Investment Grade Corp Bd

ETFs
-10
- 10.1%
$95.1 - $99.41 $951 - $994
89 $8K
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
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