Guardian Wealth Management, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $132 Million distributed in 229 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $9.3M, Sterling Construction CO Inc with a value of $7.75M, Apollo Global Management, Inc. with a value of $6.84M, Autozone Inc with a value of $6.04M, and Eli Lilly & CO with a value of $5.81M.
Examining the 13F form we can see an decrease of $301K in the current position value, from $132M 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: $21.8 Million
Financial Services: $21.4 Million
ETFs: $19.3 Million
Healthcare: $18.6 Million
Technology: $16.1 Million
Consumer Defensive: $11.3 Million
Consumer Cyclical: $10.2 Million
Real Estate: $4.41 Million
Other: $8.86 Million
Stock Holdings Table Market Cap. of $200 Billions or more
