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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.1B
$1,000 0.0% of portfolio
30
Q4 2021 New
$28.6B
$1,000 0.0% of portfolio
100
Q3 2024 New
$58.8B
$2,000 0.0% of portfolio
25
Q4 2022 Added 4.17%
$75.9B
$4,000 0.0% of portfolio
16
Q1 2022 New
$83.8B
$1,000 0.0% of portfolio
28
Q4 2023 New
$573M
$2,000 0.0% of portfolio
348
Q4 2022 Reduced 70.51%
Indivior PLC Ord
-
$0 0.0% of portfolio
-
Q3 2023 New
$0
$2,000 0.0% of portfolio
55
Q3 2024 Added 5.77%
$0
$0 0.0% of portfolio
108
Q3 2024 Added 0.93%
$0
$0 0.0% of portfolio
1,137
Q3 2024 Added 0.18%
$0
$2,000 0.0% of portfolio
19
Q2 2024 New
$0
$5,000 0.0% of portfolio
120
Q3 2024 Reduced 13.04%
$0
$4,000 0.0% of portfolio
121
Q4 2023 Reduced 78.39%
$68M
$0 0.0% of portfolio
1
Q3 2024 New
$0
$2,000 0.0% of portfolio
82
Q3 2024 Added 1.23%
$55.2B
$1,000 0.0% of portfolio
31
Q2 2024 Added 3.33%
$11.8B
$3,000 0.0% of portfolio
49
Q4 2023 New
Liberty Media Corp Del Com Lbty Liv S C
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 99.73%
$19.3B
$1,000 0.0% of portfolio
23
Q1 2024 Reduced 43.9%
$3.76B
$1,000 0.0% of portfolio
82
Q4 2023 New
$23.7B
$6,000 0.0% of portfolio
202
Q4 2023 New
$3.47B
$4,000 0.0% of portfolio
154
Q2 2024 Reduced 31.86%
Siriusxm Holdings Inc Common Stock
-
$0 0.0% of portfolio
-
Q3 2024 New
Sitio Royalties Corp Class A Com
-
$0 0.0% of portfolio
-
Q3 2024 Added 0.1%
$26.1B
$2,000 0.0% of portfolio
15
Q4 2022 Added 7.14%
$5.8B
$3,000 0.0% of portfolio
151
Q4 2023 New
$57.1B
$0 0.0% of portfolio
0
Q3 2024 New
Therapeuticsmd Inc Com New
-
$0 0.0% of portfolio
-
Q2 2022 New
$36.3B
$2,000 0.0% of portfolio
55
Q3 2024 Added 1.85%
Fortrea Hldgs Inc Common Stock
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.62%
$27.4B
$0 0.0% of portfolio
30
Q4 2021 New
$9.52B
$4,000 0.0% of portfolio
187
Q3 2024 Added 0.54%
$43.4M
$0 0.0% of portfolio
7
Q3 2023 Reduced 95.33%
$835M
$3,000 0.0% of portfolio
575
Q2 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Added 233.33%
Ge Healthcare Technologies Inc Common Stock
-
$0 0.0% of portfolio
-
Q4 2023 New
Ge Vernova Inc Com
-
$0 0.0% of portfolio
-
Q2 2024 New
$4.08B
$2,000 0.0% of portfolio
27
Q2 2024 New
Grayscale Bitcoin Mini Trust ETF
-
$0 0.0% of portfolio
-
Q3 2024 New
Gsk PLC Sponsored Adr
-
$0 0.0% of portfolio
-
Q1 2024 Reduced 13.06%
$675M
$1,000 0.0% of portfolio
200
Q2 2024 New
Solventum Corp Com Shs
-
$0 0.0% of portfolio
-
Q3 2024 Added 0.5%
$40.1B
$1,000 0.0% of portfolio
13
Q4 2023 Added 8.33%

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
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