Guardian Wealth Management, Inc. Portfolio Holdings

Guardian Wealth Management, Inc.

  • $132 Million
  • Q3 2024

Guardian Wealth Management, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $132 Million distributed in 244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Arista Networks, Inc. with a value of $8.53M, Eli Lilly & CO with a value of $7.15M, Sterling Construction CO Inc with a value of $6.63M, Autozone Inc with a value of $5.89M, and Abb Vie Inc. with a value of $5.51M.

Examining the 13F form we can see an increase of $10.4M in the current position value, from $122M to 132M.

Guardian Wealth Management, Inc. is based out at Peoria, IL

Below you can find more details about Guardian Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $132 Million
Technology: $25.5 Million
Healthcare: $21.4 Million
Financial Services: $20.1 Million
Industrials: $16.9 Million
Consumer Cyclical: $12.3 Million
Consumer Defensive: $10.9 Million
Energy: $7.33 Million
ETFs: $6.78 Million
Other: $11 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.7B
$8.53 Million 6.46% of portfolio
22,234
Q3 2024 Reduced 15.64%
$740B
$7.15 Million 5.41% of portfolio
8,076
Q3 2024 Added 0.76%
$5.46B
$6.63 Million 5.02% of portfolio
45,748
Q3 2024 Added 2.02%
$63B
$5.89 Million 4.46% of portfolio
1,871
Q3 2024 Added 1.3%
$310B
$5.51 Million 4.17% of portfolio
27,910
Q3 2024 Added 1.45%
$2.87B
$5.31 Million 4.02% of portfolio
46,886
Q3 2024 Added 0.99%
$106B
$5.03 Million 3.81% of portfolio
40,302
Q3 2024 Reduced 1.05%
$130B
$4.27 Million 3.23% of portfolio
32,681
Q3 2024 Reduced 0.21%
$23.5B
$3.7 Million 2.8% of portfolio
19,185
Q3 2024 Added 1.3%
$20.7B
$3.62 Million 2.74% of portfolio
19,051
Q3 2024 Added 73.25%
$198B
$3.11 Million 2.35% of portfolio
27,235
Q3 2024 Added 1.06%
$9.89B
$3.08 Million 2.33% of portfolio
77,282
Q3 2024 Added 1.89%
$85.8B
$3.05 Million 2.3% of portfolio
14,668
Q3 2024 Added 0.82%
$125B
$2.94 Million 2.23% of portfolio
27,956
Q3 2024 Reduced 0.96%
$18.1B
$2.85 Million 2.16% of portfolio
27,549
Q3 2024 Added 2.46%
$43.4B
$2.66 Million 2.02% of portfolio
51,690
Q3 2024 Added 275.08%
$215B
$2.6 Million 1.97% of portfolio
15,300
Q3 2024 Added 1.55%
$19.4B
$2.52 Million 1.91% of portfolio
33,943
Q3 2024 Added 1.29%
$10.1B
$2.36 Million 1.78% of portfolio
8,554
Q3 2024 Reduced 2.0%
$177B
$2.24 Million 1.7% of portfolio
11,518
Q3 2024 Added 1.6%
$298M
$2.2 Million 1.66% of portfolio
73,997
Q3 2024 Reduced 0.2%
$44.3B
$2.16 Million 1.63% of portfolio
15,151
Q3 2024 Added 1.93%
$383B
$2.1 Million 1.59% of portfolio
12,985
Q3 2024 Added 1.77%
$8.46B
$2.04 Million 1.54% of portfolio
29,990
Q3 2024 Added 1.24%
$506B
$2.04 Million 1.54% of portfolio
4,129
Q3 2024 Added 1.52%
$129B
$1.81 Million 1.37% of portfolio
3,103
Q3 2024 Reduced 0.48%
$6.42B
$1.82 Million 1.37% of portfolio
46,446
Q3 2024 Added 2.12%
$150B
$1.73 Million 1.31% of portfolio
26,567
Q3 2024 Added 2.26%
$535M
$1.45 Million 1.1% of portfolio
135,647
Q3 2024 Added 0.16%
$15.3B
$1.43 Million 1.08% of portfolio
11,796
Q3 2024 Added 1.36%
$895M
$1.41 Million 1.06% of portfolio
86,553
Q3 2024 Added 5,347.01%
$55.7B
$1.34 Million 1.01% of portfolio
10,198
Q3 2024 Reduced 4.74%
$70.8B
$1.31 Million 0.99% of portfolio
9,594
Q3 2024 Added 1.74%
$4.07T
$1.22 Million 0.92% of portfolio
5,232
Q3 2024 Reduced 1.88%
$108B
$1.18 Million 0.89% of portfolio
13,131
Q3 2024 Added 0.88%
$206B
$1.13 Million 0.86% of portfolio
11,749
Q3 2024 Reduced 1.97%
$14.6B
$1.01 Million 0.76% of portfolio
10,228
Q3 2024 Added 1.7%
$198B
$916,000 0.69% of portfolio
2,343
Q3 2024 Reduced 2.46%
$205M
$870,000 0.66% of portfolio
47,835
Q3 2024 Added 4.72%
$138M
$842,000 0.64% of portfolio
129,182
Q3 2024 Reduced 1.99%
$5.18B
$820,000 0.62% of portfolio
2,555
Q3 2024 Reduced 82.98%
$35.5B
$820,000 0.62% of portfolio
3,819
Q3 2024 Reduced 4.79%
$3.39T
$529,000 0.4% of portfolio
1,231
Q2 2024 Added 0.08%
$1.44B
$506,000 0.38% of portfolio
12,401
Q3 2024 Added 3.24%
$27.8B
$474,000 0.36% of portfolio
57,500
Q3 2024 Added 0.94%
$11.4B
$386,000 0.29% of portfolio
3,454
Q3 2024 Reduced 7.99%
$208B
$347,000 0.26% of portfolio
4,454
Q3 2024 Added 0.13%
$47.2B
$325,000 0.25% of portfolio
3,168
Q3 2024 Reduced 4.98%
$134B
$287,000 0.22% of portfolio
688
Q2 2024 Added 40.98%

Summary

  • Portfolio
  • No. of Stocks 244
  • Current Value $132 Million
  • Prior Value $122 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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