GW
| |
Guardian Wealth Management, Inc.13F | |
| Guardian Wealth Management, Inc. | |
| Last update 2025-05-06 | 229 Stocks (10 new) |
| Value $150.00 Mil | Turnover 13 % |
Guardian Wealth Management, In... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZO | AutoZone Inc | 1,951 | 7,438.7 | +3.50% | 4.970 | +0.17% | 0.010 | +3.25% | +15.01% | 61,605.5 | Vehicles & Parts | |
LLY | Eli Lilly and Co | 7,564 | 6,247.3 | +0.52% | 4.170 | +0.02% | 0.000 | +7.69% | +2.69% | 709,031.6 | Drug Manufacturers | |
ABBV | AbbVie Inc | 29,188 | 6,115.5 | +3.45% | 4.080 | +0.14% | 0.000 | +11.97% | +10.20% | 336,641.1 | Drug Manufacturers | |
APO | Apollo Global Management Inc | 43,328 | 5,933.4 | +4.64% | 3.960 | +0.18% | 0.010 | +22.40% | -6.95% | 87,272.9 | Asset Management | |
STRL | Sterling Infrastructure Inc | 50,050 | 5,666.2 | +8.80% | 3.780 | +0.31% | 0.160 | +73.19% | +44.39% | 7,397.2 | Construction | |
ANET | Arista Networks Inc | 68,126 | 5,278.4 | +3.68% | 3.520 | +0.12% | 0.010 | +50.69% | -2.02% | 136,016.3 | Hardware | |
NNI | Nelnet Inc | 46,343 | 5,140.8 | +4.94% | 3.430 | +0.16% | 0.130 | +13.55% | +12.55% | 4,349.1 | Credit Services | |
VRSN | VeriSign Inc | 19,732 | 5,009.4 | +19.90% | 3.340 | +0.55% | 0.020 | +15.50% | +37.25% | 26,599.1 | Software | |
CHKP |
Check Point Software Technologies Ltd
Check Point Software Technologies Ltd
| 19,904 | 4,536.5 | +3.54% | 3.030 | +0.10% | 0.020 | +1.46% | +16.80% | 23,631.9 | Software | |
STR | Sitio Royalties Corp | 203,821 | 4,049.9 | +59.16% | 2.700 | +1.00% | 0.260 | +8.49% | -4.15% | 1,366.1 | Oil & Gas |
Guardian Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Guardian Wealth Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Reduce Reduce | -5.38% | 27.01 ($27.88) 28.54 | $26.93 | -3.41% | Reduce -84.89% | 51,453 | -289,007 | |
XLE | The Energy Select Sector SPDR Fund | 2025-03-31 | Reduce Reduce | -1.92% | 85.7 ($90.17) 93.96 | $86.13 | -4.48% | Reduce -99.37% | 208 | -32,784 | |
LKQ | LKQ Corp | 2025-03-31 | Add Add | +1.26% | 36.24 ($39.66) 44.05 | $37.35 | -5.82% | Add 126.64% | 79,518 | 44,433 | |
OXY | Occidental Petroleum Corp | 2025-03-31 | Add Add | +1.14% | 45.45 ($48.82) 52.7 | $42.63 | -12.68% | Add 187.93% | 53,203 | 34,725 | |
STR | Sitio Royalties Corp | 2025-03-31 | Add Add | +1.00% | 18.99 ($20.24) 22 | $17.64 | -12.85% | Add 59.16% | 203,821 | 75,761 | |
COP | ConocoPhillips | 2025-03-31 | Add Add | +0.83% | 88.6 ($99.73) 105.85 | $91.51 | -8.24% | Add 64.85% | 30,269 | 11,907 | |
NICE | NICE Ltd | 2025-03-31 | New Buy New Buy | +0.80% | 139.18 ($159.98) 178.5 | $151.71 | -5.17% | New holding | 7,793 | 7,793 | |
FRPH | FRP Holdings Inc | 2025-03-31 | Add Add | +0.69% | 27.55 ($30.01) 31.52 | $27.17 | -9.46% | Add 49.42% | 109,927 | 36,360 | |
NPK | National Presto Industries Inc | 2025-03-31 | Add Add | +0.61% | 87.85 ($95.29) 103.12 | $107.90 | 13.23% | Add 48.8% | 31,667 | 10,385 | |
VRSN | VeriSign Inc | 2025-03-31 | Add Add | +0.55% | 205.1 ($227.21) 254.74 | $283.27 | 24.67% | Add 19.9% | 19,732 | 3,275 |
Guardian Wealth Management, Inc. Total Holding History ($B)
Guardian Wealth Management, Inc.'s Asset Allocation
Guardian Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Guardian Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31
Guardian Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Guardian Wealth Management, Inc.'s Holdings Heat Map
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Guardian Wealth Management, Inc.'s Holdings Bubble Chart
Guardian Wealth Management, Inc. News
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