Guardian Wealth Management, Inc. Portfolio Holdings

Guardian Wealth Management, Inc.

  • $135 Million
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.6B
$7.44 Million 5.51% of portfolio
1,951
Q1 2025 Added 3.5%
$737B
$6.25 Million 4.62% of portfolio
7,564
Q1 2025 Added 0.52%
$336B
$6.12 Million 4.53% of portfolio
29,188
Q1 2025 Added 3.45%
$85B
$5.93 Million 4.39% of portfolio
43,328
Q1 2025 Added 4.64%
$6.99B
$5.67 Million 4.19% of portfolio
50,050
Q1 2025 Added 8.8%
$3.21B
$5.14 Million 3.8% of portfolio
46,343
Q1 2025 Added 4.94%
$30.6B
$5.01 Million 3.71% of portfolio
19,732
Q1 2025 Added 19.9%
$27.7B
$4.54 Million 3.36% of portfolio
19,904
Q1 2025 Added 3.54%
$239B
$3.69 Million 2.73% of portfolio
27,786
Q1 2025 Added 3.29%
$114B
$3.64 Million 2.7% of portfolio
31,498
Q1 2025 Reduced 1.2%
$1.11B
$3.52 Million 2.6% of portfolio
136,948
Q1 2025 Added 5.23%
$93.9B
$3.48 Million 2.57% of portfolio
15,022
Q1 2025 Added 3.41%
$10.3B
$3.38 Million 2.5% of portfolio
79,518
Q1 2025 Added 126.64%
$117B
$3.18 Million 2.35% of portfolio
30,269
Q1 2025 Added 64.85%
$254M
$3.14 Million 2.32% of portfolio
109,927
Q1 2025 Added 49.42%
$21.2B
$2.98 Million 2.2% of portfolio
35,616
Q1 2025 Added 4.94%
$382B
$2.72 Million 2.01% of portfolio
15,958
Q1 2025 Added 4.42%
$39.9B
$2.63 Million 1.94% of portfolio
53,203
Q1 2025 Added 187.93%
$15.1B
$2.46 Million 1.82% of portfolio
29,657
Q1 2025 Added 9.05%
$9.86B
$2.46 Million 1.82% of portfolio
9,357
Q1 2025 Added 6.52%
$0
$2.41 Million 1.79% of portfolio
30,588
Q1 2025 Added 43.36%
$186B
$2.37 Million 1.76% of portfolio
15,814
Q1 2025 Added 26.56%
$539B
$2.35 Million 1.74% of portfolio
4,282
Q1 2025 Added 3.81%
$177B
$2.31 Million 1.71% of portfolio
11,895
Q1 2025 Added 3.21%
$44.4B
$2.28 Million 1.69% of portfolio
16,064
Q1 2025 Added 19.25%
$408B
$2.24 Million 1.66% of portfolio
13,492
Q1 2025 Added 48.25%
$0
$2.23 Million 1.65% of portfolio
27,285
Q1 2025 Added 45.94%
$8.45B
$2.18 Million 1.61% of portfolio
31,213
Q1 2025 Added 3.66%
$22.7B
$2.16 Million 1.6% of portfolio
22,018
Q1 2025 Added 8.11%
$6.55B
$1.77 Million 1.31% of portfolio
49,101
Q1 2025 Added 13.31%
$156B
$1.71 Million 1.27% of portfolio
28,744
Q1 2025 Added 18.41%
$421M
$1.69 Million 1.25% of portfolio
144,202
Q1 2025 Added 6.01%
$85B
$1.48 Million 1.1% of portfolio
10,083
Q1 2025 Added 20.18%
$0
$1.44 Million 1.06% of portfolio
51,453
Q1 2025 Reduced 84.89%
$15.3B
$1.38 Million 1.02% of portfolio
11,375
Q1 2025 Added 17.24%
$122B
$1.33 Million 0.99% of portfolio
2,984
Q1 2025 Reduced 1.03%
$0
$1.33 Million 0.98% of portfolio
61,567
Q1 2025 Reduced 11.56%
$225B
$1.25 Million 0.92% of portfolio
12,645
Q1 2025 Added 21.91%
$10.7B
$1.2 Million 0.89% of portfolio
7,793
Q1 2025 New
$3.34T
$1.14 Million 0.85% of portfolio
5,154
Q1 2025 Reduced 1.58%
$176M
$968,000 0.72% of portfolio
57,905
Q1 2025 Added 52.48%
$37.8B
$828,000 0.61% of portfolio
3,417
Q1 2025 Reduced 3.39%
$206B
$763,000 0.56% of portfolio
2,316
Q1 2025 Reduced 0.17%
$59.2B
$680,000 0.5% of portfolio
5,513
Q1 2025 Reduced 12.49%
$1.41B
$641,000 0.47% of portfolio
15,014
Q1 2025 Added 72.81%
$26.6B
$619,000 0.46% of portfolio
57,729
Q1 2025 Added 60.28%
$0
$457,000 0.34% of portfolio
2,454
Q1 2025 Added 6.42%
$3.67T
$462,000 0.34% of portfolio
1,232
Q1 2025 Added 0.08%
$40.5B
$325,000 0.24% of portfolio
1,497
Q1 2025 Added 0.07%

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $135 Million
  • Prior Value $132 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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