Guardian Wealth Management, Inc. Top Holdings and 13F Report (2025) About Guardian Wealth Management, Inc.Investment ActivityGuardian Wealth Management, Inc. has $146.78 million in total holdings as of December 31, 2024.Guardian Wealth Management, Inc. owns shares of 229 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 19.93% of the portfolio was purchased this quarter.About 14.82% of the portfolio was sold this quarter.This quarter, Guardian Wealth Management, Inc. has purchased 244 new stocks and bought additional shares in 65 stocks.Guardian Wealth Management, Inc. sold shares of 71 stocks and completely divested from 22 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $9,301,369Sterling Infrastructure $7,748,700ARISTA NETWORKS INC COM SHS $7,262,926Apollo Global Management $6,838,396AutoZone $6,035,770 Largest New Holdings this Quarter ARISTA NETWORKS INC COM SHS $7,262,926 HoldingGlobal Payments $2,282,314 HoldingNational Presto Industries $2,094,574 HoldingMAGNERA CORP COM SHS $146,523 HoldingDuluth $95,778 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 324,202 shares (about $8.86M)ARISTA NETWORKS INC COM SHS 65,710 shares (about $7.26M)Energy Select Sector SPDR Fund 32,898 shares (about $2.82M)Global Payments 20,367 shares (about $2.28M)National Presto Industries 21,282 shares (about $2.09M) Largest Sales this Quarter Occidental Petroleum 33,212 shares (about $1.64M)LKQ 42,197 shares (about $1.55M)Sitio Royalties 54,869 shares (about $1.05M)ConocoPhillips 9,594 shares (about $951.45K)Johnson & Johnson 3,884 shares (about $561.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGuardian Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$9,301,369$8,857,200 ▲1,994.1%340,4606.3%ETFSTRLSterling Infrastructure$7,748,700$42,449 ▲0.6%46,0005.3%ConstructionARISTA NETWORKS INC COM SHS$7,262,926$7,262,926 ▲New Holding65,7104.9%StockAPOApollo Global Management$6,838,396$182,170 ▲2.7%41,4054.7%FinanceAZOAutoZone$6,035,770$44,828 ▲0.7%1,8854.1%Retail/WholesaleLLYEli Lilly and Company$5,809,086$425,356 ▼-6.8%7,5254.0%MedicalABBVAbbVie$5,013,848$54,199 ▲1.1%28,2153.4%MedicalNNINelnet$4,716,750$291,165 ▼-5.8%44,1603.2%FinanceKKRKKR & Co. Inc.$4,715,650$118,180 ▼-2.4%31,8823.2%FinanceCHKPCheck Point Software Technologies$3,589,121$7,281 ▲0.2%19,2242.4%Computer and TechnologyVRSNVeriSign$3,405,941$536,854 ▼-13.6%16,4572.3%Computer and TechnologyUTIUniversal Technical Institute$3,346,002$1,120,725 ▲50.4%130,1442.3%Consumer DiscretionaryBNBrookfield$3,236,963$90,082 ▼-2.7%56,3442.2%FinanceABTAbbott Laboratories$3,042,731$37,778 ▼-1.2%26,9012.1%MedicalWMWaste Management$2,931,418$28,453 ▼-1.0%14,5272.0%Business ServicesXLEEnergy Select Sector SPDR Fund$2,826,101$2,818,049 ▲34,997.9%32,9921.9%ETFSSNCSS&C Technologies$2,572,041$152 ▼0.0%33,9411.8%Computer and TechnologyAYIAcuity Brands$2,565,945$67,187 ▲2.7%8,7841.7%ConstructionPGProcter & Gamble$2,561,971$16,765 ▲0.7%15,2821.7%Consumer StaplesSTRSitio Royalties$2,456,194$1,052,389 ▼-30.0%128,0601.7%Oils/EnergyOMCOmnicom Group$2,340,071$30,287 ▼-1.3%27,1971.6%Business ServicesGPNGlobal Payments$2,282,314$2,282,314 ▲New Holding20,3671.6%Business ServicesFRPHFRP$2,253,357$13,171 ▼-0.6%73,5671.5%FinanceMAMastercard$2,172,089$2,106 ▼-0.1%4,1251.5%Business ServicesTXNTexas Instruments$2,161,053$1,313 ▲0.1%11,5251.5%Computer and TechnologyNPKNational Presto Industries$2,094,574$2,094,574 ▲New Holding21,2821.4%Multi-Sector ConglomeratesBERYBerry Global Group$1,947,215$7,760 ▲0.4%30,1101.3%Industrial ProductsPEPPepsiCo$1,900,023$426,536 ▼-18.3%12,4951.3%Consumer StaplesCOPConocoPhillips$1,820,982$951,449 ▼-34.3%18,3621.2%Oils/EnergyKMBKimberly-Clark$1,765,209$220,143 ▼-11.1%13,4711.2%Consumer StaplesPXPraxair$1,715,238$4,729 ▲0.3%136,0221.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$1,664,509$1,012,264 ▲155.2%21,3371.1%ETFSCHBSchwab US Broad Market ETF$1,580,235$1,053,664 ▲200.1%69,6141.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,500,755$1,048,265 ▲231.7%18,6961.0%ETFSTAGSTAG Industrial$1,465,557$105,248 ▼-6.7%43,3341.0%FinanceLMTLockheed Martin$1,465,254$42,767 ▼-2.8%3,0151.0%AerospaceLABCORP HOLDINGS INC COM SHS$1,392,126$1,605 ▼-0.1%6,0710.9%StockULUnilever$1,376,336$130,013 ▼-8.6%24,2740.9%Consumer StaplesJNJJohnson & Johnson$1,316,133$561,681 ▼-29.9%9,1010.9%MedicalAAPLApple$1,311,344$1,252 ▲0.1%5,2370.9%Computer and TechnologyLKQLKQ$1,289,369$1,550,734 ▼-54.6%35,0850.9%Auto/Tires/TrucksDISWalt Disney$1,154,878$153,323 ▼-11.7%10,3720.8%Consumer DiscretionaryMMM3M$1,083,057$155,423 ▼-12.5%8,3900.7%Multi-Sector ConglomeratesRVTYRevvity$1,082,882$233,720 ▼-17.8%9,7020.7%MedicalOXYOccidental Petroleum$913,006$1,641,019 ▼-64.3%18,4780.6%Oils/EnergyCATCaterpillar$841,490$8,342 ▼-1.0%2,3200.6%Industrial ProductsBRBroadridge Financial Solutions$799,741$63,762 ▼-7.4%3,5370.5%Business ServicesMDTMedtronic$775,795$273,110 ▼-26.0%9,7120.5%MedicalCVSCVS Health$747,294$746,800 ▲151,236.4%16,6470.5%MedicalPSXPhillips 66$717,786$444,116 ▼-38.2%6,3000.5%Oils/EnergyPINEAlpine Income Property Trust$637,618$165,533 ▼-20.6%37,9760.4%FinanceMSFTMicrosoft$519,0480.0%1,2310.4%Computer and TechnologyVBRVanguard Small-Cap Value ETF$456,979$130,594 ▼-22.2%2,3060.3%ETFSWKSSkyworks Solutions$383,147$523,779 ▼-57.8%4,3210.3%Computer and TechnologyWBDWarner Bros. Discovery$380,700$227,075 ▼-37.4%36,0170.3%Consumer DiscretionaryLCUTLifetime Brands$357,278$406,189 ▼-53.2%60,4530.2%Consumer DiscretionaryNWNNorthwest Natural$343,683$146,880 ▼-29.9%8,6880.2%UtilitiesGRMNGarmin$308,6410.0%1,4960.2%Computer and TechnologySIRIUSXM HOLDINGS INC COMMON STOCK$296,602$364,386 ▼-55.1%13,0090.2%StockAZNAstraZeneca$291,8590.0%4,4540.2%MedicalDEDeere & Company$291,5060.0%6880.2%Industrial ProductsEMNEastman Chemical$274,906$40,551 ▼-12.9%3,0100.2%Basic MaterialsWFCWells Fargo & Company$270,573$71,436 ▼-20.9%3,8520.2%FinanceNVDANVIDIA$253,808$12,355 ▼-4.6%1,8900.2%Computer and TechnologyADIAnalog Devices$253,625$11,683 ▼-4.4%1,1940.2%Computer and TechnologyAEPAmerican Electric Power$252,711$39,475 ▼-13.5%2,7400.2%UtilitiesVOOVVanguard S&P 500 Value ETF$237,248$1,660 ▲0.7%1,2860.2%ETFJPMJPMorgan Chase & Co.$167,114$3,357 ▼-2.0%6970.1%FinanceBRK.BBerkshire Hathaway$160,914$2,720 ▼-1.7%3550.1%FinanceBSMBlack Stone Minerals$152,670$37,332 ▼-19.6%10,4570.1%Oils/EnergyMAGNERA CORP COM SHS$146,523$146,523 ▲New Holding8,0640.1%StockGPCGenuine Parts$138,895$233 ▲0.2%1,1900.1%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$137,707$10,760 ▼-7.2%1,8430.1%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$135,772$48,952 ▼-26.5%1,6780.1%ManufacturingKLACKLA$132,779$629 ▲0.5%2110.1%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$131,836$1,147 ▼-0.9%2,5280.1%ManufacturingCSCOCisco Systems$126,361$178 ▲0.1%2,1340.1%Computer and TechnologyBSVVanguard Short-Term Bond ETF$124,473$4,327 ▼-3.4%1,6110.1%ETFESQEsquire Financial$118,191$238 ▲0.2%1,4870.1%FinanceXOMExxon Mobil$116,844$11,512 ▲10.9%1,0860.1%Oils/EnergySENEASeneca Foods$111,8360.0%1,4110.1%Consumer StaplesXLKTechnology Select Sector SPDR Fund$103,664$35,562 ▼-25.5%4460.1%ETFMNDOMIND C.T.I.$101,9300.0%51,6100.1%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$101,832$1,465 ▼-1.4%2780.1%ETFAPDAir Products and Chemicals$98,9750.0%3410.1%Basic MaterialsBURBurford Capital$97,831$13 ▼0.0%7,6730.1%FinanceRLIRLI$97,744$659 ▼-0.7%5930.1%FinanceBTIBritish American Tobacco$97,540$25,892 ▼-21.0%2,6860.1%Consumer StaplesDLTHDuluth$95,778$95,778 ▲New Holding30,9960.1%Consumer DiscretionaryBLVVanguard Long-Term Bond ETF$95,753$9,719 ▼-9.2%1,3990.1%ETFSITESiteOne Landscape Supply$94,2160.0%7150.1%Industrial ProductsNVONovo Nordisk A/S$90,3210.0%1,0500.1%MedicalGRAYSCALE BITCOIN MINI TRUST ETF$84,661$84,661 ▲New Holding2,0220.1%ETFVTVVanguard Value ETF$83,986$76,366 ▲1,002.2%4960.1%ETFMRKMerck & Co., Inc.$81,3720.0%8180.1%MedicalVGSHVanguard Short-Term Treasury Index ETF$80,969$175 ▲0.2%1,3920.1%ETFHBANHuntington Bancshares$80,552$4,913 ▼-5.7%4,9510.1%FinanceAIVLWisdomTree U.S. AI Enhanced Value Fund$79,0410.0%7420.1%FinanceSCHASchwab US Small-Cap ETF$78,163$35,888 ▲84.9%3,0230.1%ETFSPHBInvesco S&P 500 High Beta ETF$77,664$89 ▲0.1%8760.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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