Guardian Wealth Management, Inc. Portfolio Holdings

Guardian Wealth Management, Inc.

  • $147 Million
  • Q3 2025

Guardian Wealth Management, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $147 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 $11.5M, Autozone Inc with a value of $8.61M, Abb Vie Inc. with a value of $6.98M, Nelnet Inc with a value of $6.21M, and Apollo Global Management, Inc. with a value of $6.02M.

Examining the 13F form we can see an increase of $15.1M in the current position value, from $132M to 147M.

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 $147 Million
Industrials: $27.7 Million
Financial Services: $25.8 Million
Healthcare: $19 Million
Technology: $16.5 Million
Consumer Cyclical: $15.4 Million
Consumer Defensive: $13.2 Million
ETFs: $9.43 Million
Energy: $8.82 Million
Other: $11.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3 Million 2.04% of portfolio
37,547
Q3 2025 Added 18.33%
$0
$2.84 Million 1.93% of portfolio
33,816
Q3 2025 Added 20.46%
$0
$1.47 Million 0.99% of portfolio
57,007
Q3 2025 Reduced 2.75%
$0
$1.35 Million 0.92% of portfolio
49,425
Q3 2025 Reduced 4.23%
$0
$522,000 0.35% of portfolio
2,504
Q3 2025 Added 1.46%
$0
$250,000 0.17% of portfolio
1,255
Q3 2025 Added 0.24%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $147 Million
  • Prior Value $132 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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