Guardian Wealth Management, Inc. Portfolio Holdings

Guardian Wealth Management, Inc.

  • $132 Million
  • Q4 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.9B
$7.75 Million 5.88% of portfolio
46,000
Q4 2024 Added 0.55%
$3.17B
$4.72 Million 3.58% of portfolio
44,160
Q4 2024 Reduced 5.81%
$8.9B
$2.57 Million 1.95% of portfolio
8,784
Q4 2024 Added 2.69%
$8.95B
$1.95 Million 1.48% of portfolio
30,110
Q4 2024 Added 0.4%
$6.64B
$1.47 Million 1.11% of portfolio
43,334
Q4 2024 Reduced 6.7%
$3.06B
$152,000 0.12% of portfolio
10,457
Q4 2024 Reduced 19.65%
$3.44B
$97,000 0.07% of portfolio
593
Q4 2024 Reduced 0.67%
$2.98B
$97,000 0.07% of portfolio
7,673
Q4 2024 Reduced 0.01%
$5.59B
$94,000 0.07% of portfolio
715
Q4 2023 New
$4.5B
$58,000 0.04% of portfolio
1,206
Q4 2024 Added 0.33%
$4.07B
$17,000 0.01% of portfolio
131
Q4 2021 New
$6.93B
$4,000 0.0% of portfolio
151
Q4 2023 New
$7.63B
$5,000 0.0% of portfolio
177
Q4 2024 Reduced 5.35%
$2.66B
$4,000 0.0% of portfolio
154
Q2 2024 Reduced 31.86%
$3.68B
$1,000 0.0% of portfolio
82
Q4 2023 New
$7.4B
$3,000 0.0% of portfolio
49
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $132 Million
  • Prior Value $132 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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