Guardian Wealth Management, Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $135 Million distributed in 229 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Autozone Inc with a value of $7.44M, Eli Lilly & CO with a value of $6.25M, Abb Vie Inc. with a value of $6.12M, Apollo Global Management, Inc. with a value of $5.93M, and Sterling Construction CO Inc with a value of $5.67M.
Examining the 13F form we can see an increase of $3.25M in the current position value, from $132M to 135M.
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
$135 Million
Industrials: $20.7 Million
Healthcare: $20.3 Million
Financial Services: $19.9 Million
Technology: $19.6 Million
Consumer Cyclical: $13.4 Million
Consumer Defensive: $13 Million
ETFs: $9.64 Million
Energy: $6.86 Million
Other: $11.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
