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
$167B
$0 0.0% of portfolio
0
Q1 2025 New
$9.81B
$4,000 0.0% of portfolio
157
Q4 2023 New
Grayscale Bitcoin Mini Trust ETF
-
$0 0.0% of portfolio
-
Q4 2024 New
Gsk PLC Sponsored Adr
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 63.48%
$1.6B
$3,000 0.0% of portfolio
153
Q1 2025 Reduced 0.65%
Perimeter Solutions Inc Common Stock
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$4,000 0.0% of portfolio
44
Q1 2025 Reduced 50.56%
$24.4B
$2,000 0.0% of portfolio
15
Q4 2022 Added 7.14%
$0
$2,000 0.0% of portfolio
83
Q1 2025 Reduced 1.19%
$0
$4,000 0.0% of portfolio
121
Q1 2025 Reduced 0.82%
$0
$2,000 0.0% of portfolio
113
Q1 2025 Reduced 49.1%
$0
$3,000 0.0% of portfolio
136
Q1 2025 Added 6.25%
Siriusxm Holdings Inc Common Stock
-
$0 0.0% of portfolio
-
Q1 2025 Added 148.44%
Sitio Royalties Corp Class A Com
-
$0 0.0% of portfolio
-
Q1 2025 Added 59.16%
$12B
$0 0.0% of portfolio
5
Q1 2025 Reduced 99.88%
$2.46B
$1,000 0.0% of portfolio
82
Q4 2023 New
Magnera Corp Com Shs
-
$0 0.0% of portfolio
-
Q1 2025 Added 5.11%
Indivior PLC Ord
-
$0 0.0% of portfolio
-
Q3 2023 New
$0
$0 0.0% of portfolio
108
Q3 2024 Added 0.93%
$0
$0 0.0% of portfolio
1,140
Q1 2025 Added 0.18%
$0
$2,000 0.0% of portfolio
19
Q2 2024 New
$46.8M
$0 0.0% of portfolio
7
Q1 2025 Added 16.67%
Labcorp Holdings Inc Com Shs
-
$0 0.0% of portfolio
-
Q1 2025 Added 2.82%
$7.46B
$2,000 0.0% of portfolio
48
Q1 2025 Reduced 2.04%
Liberty Media Corp Del Com Lbty Liv S C
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 99.73%
$114M
$0 0.0% of portfolio
36
Q1 2025 Reduced 99.94%
$142B
$6,000 0.0% of portfolio
30
Q1 2024 Added 3.45%
$0
$4,000 0.0% of portfolio
27
Q4 2024 Reduced 68.24%

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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