Guardian Wealth Management, LLC Portfolio Holdings by Sector
Guardian Wealth Management, LLC
- $315 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFUV DFUS DFAS DFAT DFSD DFCF DFIV DFAI 20 stocks |
$269 Million
99.41% of portfolio
|
  20  
|
- |
  20  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$358,745
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN 1 stocks |
$280,041
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$267,782
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$255,056
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$233,293
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$204,571
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|