Guardian Wealth Management, Inc. Portfolio Holdings

Guardian Wealth Management, Inc.

  • $132 Million
  • Q2 2025

Guardian Wealth Management, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $132 Million distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sterling Construction CO Inc with a value of $11.7M, Autozone Inc with a value of $7.33M, Apollo Global Management, Inc. with a value of $6.18M, Nelnet Inc with a value of $5.78M, and Eli Lilly & CO with a value of $5.49M.

Examining the 13F form we can see an decrease of $2.92M in the current position value, from $135M 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
Industrials: $26.5 Million
Financial Services: $21 Million
Healthcare: $18.4 Million
Technology: $13.5 Million
Consumer Defensive: $13.4 Million
Consumer Cyclical: $12.5 Million
ETFs: $8.33 Million
Energy: $7.84 Million
Other: $10.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.5B
$11.7 Million 8.85% of portfolio
50,713
Q2 2025 Added 1.32%
$70.3B
$7.33 Million 5.54% of portfolio
1,974
Q2 2025 Added 1.18%
$74.1B
$6.18 Million 4.67% of portfolio
43,528
Q2 2025 Added 0.46%
$3.41B
$5.78 Million 4.37% of portfolio
47,718
Q2 2025 Added 2.97%
$802B
$5.49 Million 4.15% of portfolio
7,037
Q2 2025 Reduced 6.97%
$403B
$5.46 Million 4.13% of portfolio
29,396
Q2 2025 Added 0.71%
$1.08B
$4.82 Million 3.64% of portfolio
142,141
Q2 2025 Added 3.79%
$21.3B
$4.64 Million 3.51% of portfolio
56,016
Q2 2025 Added 57.28%
$37.9B
$4.37 Million 3.31% of portfolio
104,090
Q2 2025 Added 95.65%
$102B
$4.21 Million 3.19% of portfolio
31,649
Q2 2025 Added 0.48%
$218B
$3.78 Million 2.86% of portfolio
27,799
Q2 2025 Added 0.05%
$82.3B
$3.44 Million 2.6% of portfolio
15,039
Q2 2025 Added 0.11%
$8.61B
$3.09 Million 2.33% of portfolio
18,268
Q2 2025 Added 134.42%
$8.42B
$3.03 Million 2.29% of portfolio
81,954
Q2 2025 Added 3.06%
$223M
$2.97 Million 2.24% of portfolio
110,331
Q2 2025 Added 0.37%
$11.6B
$2.83 Million 2.14% of portfolio
9,480
Q2 2025 Added 1.31%
$745M
$2.58 Million 1.96% of portfolio
26,385
Q2 2025 Reduced 16.68%
$354B
$2.57 Million 1.94% of portfolio
16,116
Q2 2025 Added 0.99%
$408M
$2.46 Million 1.86% of portfolio
240,795
Q2 2025 Added 66.98%
$528B
$2.42 Million 1.83% of portfolio
4,310
Q2 2025 Added 0.65%
$177B
$2.34 Million 1.77% of portfolio
12,007
Q2 2025 Added 0.94%
$15.3B
$2.18 Million 1.65% of portfolio
30,253
Q2 2025 Added 2.01%
$11.7B
$2.1 Million 1.59% of portfolio
228,719
Q2 2025 New
$203B
$2.1 Million 1.59% of portfolio
15,895
Q2 2025 Added 0.51%
$40.6B
$2.09 Million 1.58% of portfolio
16,182
Q2 2025 Added 0.73%
$494B
$2.08 Million 1.57% of portfolio
13,630
Q2 2025 Added 1.02%
$21.8B
$1.9 Million 1.43% of portfolio
23,698
Q2 2025 Added 7.63%
$6.91B
$1.81 Million 1.37% of portfolio
49,898
Q2 2025 Added 1.62%
$154B
$1.79 Million 1.36% of portfolio
29,299
Q2 2025 Added 1.93%
$204B
$1.56 Million 1.18% of portfolio
12,541
Q2 2025 Reduced 0.82%
$92B
$1.54 Million 1.17% of portfolio
10,129
Q2 2025 Added 0.46%
$15.3B
$1.37 Million 1.04% of portfolio
11,327
Q2 2025 Reduced 0.42%
$128B
$1.34 Million 1.01% of portfolio
2,883
Q2 2025 Reduced 3.38%
$4.36T
$1.05 Million 0.79% of portfolio
5,114
Q2 2025 Reduced 0.78%
$308B
$897,000 0.68% of portfolio
2,311
Q2 2025 Reduced 0.22%
$174M
$877,000 0.66% of portfolio
59,627
Q2 2025 Added 2.97%
$34.1B
$778,000 0.59% of portfolio
3,204
Q2 2025 Reduced 6.23%
$49.4B
$655,000 0.5% of portfolio
57,231
Q2 2025 Reduced 0.86%
$3.92T
$619,000 0.47% of portfolio
1,245
Q2 2025 Added 1.06%
$1.61B
$610,000 0.46% of portfolio
15,366
Q2 2025 Added 2.34%
$65.9B
$542,000 0.41% of portfolio
4,546
Q2 2025 Reduced 17.54%
$382B
$335,000 0.25% of portfolio
2,462
Q2 2025 New
$506B
$308,000 0.23% of portfolio
1,950
Q2 2025 Added 0.1%
$41.2B
$301,000 0.23% of portfolio
1,446
Q2 2025 Reduced 3.41%
$255B
$273,000 0.21% of portfolio
3,909
Q2 2025 Reduced 1.29%
$140B
$230,000 0.17% of portfolio
454
Q1 2025 Reduced 34.01%
$2.76B
$158,000 0.12% of portfolio
12,082
Q2 2025 Added 0.6%
$22.1M
$70,000 0.05% of portfolio
51,610
Q4 2023 Added 26.89%
$84.3M
$65,000 0.05% of portfolio
30,996
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $132 Million
  • Prior Value $135 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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