Guardian Wealth Management, Inc. Portfolio Holdings

Guardian Wealth Management, Inc.

  • $132 Million
  • Q3 2024

Guardian Wealth Management, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $132 Million distributed in 244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Arista Networks, Inc. with a value of $8.53M, Eli Lilly & CO with a value of $7.15M, Sterling Construction CO Inc with a value of $6.63M, Autozone Inc with a value of $5.89M, and Abb Vie Inc. with a value of $5.51M.

Examining the 13F form we can see an increase of $10.4M in the current position value, from $122M 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
Technology: $25.5 Million
Healthcare: $21.4 Million
Financial Services: $20.1 Million
Industrials: $16.9 Million
Consumer Cyclical: $12.3 Million
Consumer Defensive: $10.9 Million
Energy: $7.33 Million
ETFs: $6.78 Million
Other: $11 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$535M
$1.45 Million 1.1% of portfolio
135,647
Q3 2024 Added 0.16%
$895M
$1.41 Million 1.06% of portfolio
86,553
Q3 2024 Added 5,347.01%
$1.44B
$506,000 0.38% of portfolio
12,401
Q3 2024 Added 3.24%
$637M
$96,000 0.07% of portfolio
1,484
Q3 2024 Added 0.27%
$490M
$87,000 0.07% of portfolio
1,411
Q4 2023 Added 15.56%
$760M
$12,000 0.01% of portfolio
550
Q3 2022 New
$1.36B
$0 0.0% of portfolio
0
Q3 2024 New
$393M
$2,000 0.0% of portfolio
127
Q3 2024 Added 0.79%
$573M
$2,000 0.0% of portfolio
348
Q4 2022 Reduced 70.51%
$835M
$3,000 0.0% of portfolio
575
Q2 2024 New
$675M
$1,000 0.0% of portfolio
200
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 244
  • Current Value $132 Million
  • Prior Value $122 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
Track This Portfolio

Track Guardian Wealth Management, Inc. Portfolio

Follow Guardian Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email