Guardian Wealth Management, Inc. Top Holdings and 13F Report (2024) About Guardian Wealth Management, Inc.Investment ActivityGuardian Wealth Management, Inc. has $141.86 million in total holdings as of September 30, 2024.Guardian Wealth Management, Inc. owns shares of 244 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 5.61% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Guardian Wealth Management, Inc. has purchased 241 new stocks and bought additional shares in 87 stocks.Guardian Wealth Management, Inc. sold shares of 51 stocks and completely divested from 15 stocks this quarter.Largest Holdings Arista Networks $8,533,854Eli Lilly and Company $7,154,851Sterling Infrastructure $6,634,375AutoZone $5,893,725AbbVie $5,511,667 Largest New Holdings this Quarter SIRIUSXM HOLDINGS INC COMMON STOCK $685,637 HoldingBROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB $11,536 HoldingBLACKROCK INC COM $10,445 HoldingDJ Brookfield Global Infrastructure ETF $8,343 HoldingFlexShares Global Upstream Natural Resources Index Fund $8,085 Holding Largest Purchases this Quarter Occidental Petroleum 37,909 shares (about $1.95M)VeriSign 8,055 shares (about $1.53M)Universal Technical Institute 84,964 shares (about $1.38M)SIRIUSXM HOLDINGS INC COMMON STOCK 28,991 shares (about $685.64K)Schwab US Dividend Equity ETF 4,564 shares (about $385.79K) Largest Sales this Quarter Enstar Group 12,459 shares (about $4.01M)Arista Networks 4,123 shares (about $1.58M)British American Tobacco 6,211 shares (about $227.20K)Phillips 66 507 shares (about $66.65K)Apollo Global Management 429 shares (about $53.59K) 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 PortfolioSectorANETArista Networks$8,533,854$1,582,490 ▼-15.6%22,2346.0%Computer and TechnologyLLYEli Lilly and Company$7,154,851$54,042 ▲0.8%8,0765.0%MedicalSTRLSterling Infrastructure$6,634,375$131,388 ▲2.0%45,7484.7%ConstructionAZOAutoZone$5,893,725$75,601 ▲1.3%1,8714.2%Retail/WholesaleABBVAbbVie$5,511,667$78,992 ▲1.5%27,9103.9%MedicalNNINelnet$5,311,246$51,996 ▲1.0%46,8863.7%FinanceAPOApollo Global Management$5,034,123$53,586 ▼-1.1%40,3023.5%FinanceKKRKKR & Co. Inc.$4,267,485$8,879 ▼-0.2%32,6813.0%FinanceSTRSitio Royalties$3,812,240$3,918 ▲0.1%182,9292.7%Oils/EnergyCHKPCheck Point Software Technologies$3,699,060$47,431 ▲1.3%19,1852.6%Computer and TechnologyVRSNVeriSign$3,618,928$1,530,128 ▲73.3%19,0512.6%Computer and TechnologyABTAbbott Laboratories$3,105,062$32,607 ▲1.1%27,2352.2%MedicalLKQLKQ$3,085,097$57,285 ▲1.9%77,2822.2%Auto/Tires/TrucksBNBrookfield$3,078,023$29,977 ▲1.0%57,9122.2%FinanceWMWaste Management$3,045,077$24,912 ▲0.8%14,6682.1%Business ServicesCOPConocoPhillips$2,943,208$28,426 ▼-1.0%27,9562.1%Oils/EnergyOMCOmnicom Group$2,848,291$68,341 ▲2.5%27,5492.0%Business ServicesOXYOccidental Petroleum$2,664,103$1,953,830 ▲275.1%51,6901.9%Oils/EnergyPGProcter & Gamble$2,629,522$43,300 ▲1.7%15,1821.9%Consumer StaplesPEPPepsiCo$2,601,765$39,622 ▲1.5%15,3001.8%Consumer StaplesSSNCSS&C Technologies$2,518,910$32,059 ▲1.3%33,9431.8%Computer and TechnologyTXNTexas Instruments$2,379,273$37,389 ▲1.6%11,5181.7%Computer and TechnologyAYIAcuity Brands$2,355,686$48,193 ▼-2.0%8,5541.7%ConstructionFRPHFRP$2,209,550$4,419 ▼-0.2%73,9971.6%FinanceKMBKimberly-Clark$2,155,684$40,834 ▲1.9%15,1511.5%Consumer StaplesJNJJohnson & Johnson$2,104,349$36,626 ▲1.8%12,9851.5%MedicalMAMastercard$2,038,900$30,616 ▲1.5%4,1291.4%Business ServicesBERYBerry Global Group$2,038,720$24,949 ▲1.2%29,9901.4%Industrial ProductsSTAGSTAG Industrial$1,815,574$37,722 ▲2.1%46,4461.3%FinanceLMTLockheed Martin$1,813,890$8,768 ▼-0.5%3,1031.3%AerospaceULUnilever$1,725,792$38,132 ▲2.3%26,5671.2%Consumer StaplesSCHBSchwab US Broad Market ETF$1,543,064$48,693 ▼-3.1%23,1971.1%ETFRVTYRevvity$1,506,939$20,185 ▲1.4%11,7961.1%MedicalPXPraxair$1,452,779$2,249 ▲0.2%135,6471.0%FinanceUTIUniversal Technical Institute$1,407,352$1,381,515 ▲5,347.0%86,5531.0%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$1,374,289$385,795 ▲39.0%16,2581.0%ETFLABCORP HOLDINGS INC COM SHS$1,358,311$16,091 ▲1.2%6,0781.0%StockPSXPhillips 66$1,340,527$66,645 ▼-4.7%10,1980.9%Oils/EnergyMMM3M$1,311,500$22,419 ▲1.7%9,5940.9%Multi-Sector ConglomeratesAAPLApple$1,219,056$23,300 ▼-1.9%5,2320.9%Computer and TechnologyMDTMedtronic$1,182,184$10,353 ▲0.9%13,1310.8%MedicalDISWalt Disney$1,130,136$22,701 ▼-2.0%11,7490.8%Consumer DiscretionarySWKSSkyworks Solutions$1,010,220$16,890 ▲1.7%10,2280.7%Computer and TechnologyCATCaterpillar$916,394$23,076 ▼-2.5%2,3430.6%Industrial ProductsPINEAlpine Income Property Trust$870,597$39,203 ▲4.7%47,8350.6%FinanceLCUTLifetime Brands$844,850$17,194 ▼-2.0%129,1820.6%Consumer DiscretionaryESGREnstar Group$821,662$4,006,688 ▼-83.0%2,5550.6%FinanceBRBroadridge Financial Solutions$821,200$41,286 ▼-4.8%3,8190.6%Business ServicesSIRIUSXM HOLDINGS INC COMMON STOCK$685,637$685,637 ▲New Holding28,9910.5%StockVCSHVanguard Short-Term Corporate Bond ETF$664,031$139,938 ▲26.7%8,3610.5%ETFVBRVanguard Small-Cap Value ETF$595,313$220,858 ▲59.0%2,9650.4%ETFMSFTMicrosoft$529,6990.0%1,2310.4%Computer and TechnologyNWNNorthwest Natural$506,209$15,879 ▲3.2%12,4010.4%UtilitiesWBDWarner Bros. Discovery$474,375$4,406 ▲0.9%57,5000.3%Consumer DiscretionaryVCITVanguard Intermediate-Term Corporate Bond ETF$472,099$116,915 ▲32.9%5,6370.3%ETFEMNEastman Chemical$386,675$33,585 ▼-8.0%3,4540.3%Basic MaterialsAZNAstraZeneca$347,011$467 ▲0.1%4,4540.2%MedicalAEPAmerican Electric Power$325,037$17,032 ▼-5.0%3,1680.2%UtilitiesADIAnalog Devices$287,482$8,286 ▼-2.8%1,2490.2%Computer and TechnologyDEDeere & Company$287,1230.0%6880.2%Industrial ProductsWFCWells Fargo & Company$275,050$847 ▲0.3%4,8690.2%FinanceGRMNGarmin$263,341$352 ▲0.1%1,4960.2%Computer and TechnologyVOOVVanguard S&P 500 Value ETF$243,549$13,541 ▲5.9%1,2770.2%ETFNVDANVIDIA$240,694$195,154 ▲428.5%1,9820.2%Computer and TechnologyBSMBlack Stone Minerals$196,511$3,564 ▲1.8%13,0140.1%Oils/EnergyDGRWWisdomTree U.S. Quality Dividend Growth Fund$189,9680.0%2,2830.1%ManufacturingBRK.BBerkshire Hathaway$166,154$460 ▼-0.3%3610.1%FinanceGPCGenuine Parts$165,9400.0%1,1880.1%Retail/WholesaleKLACKLA$162,626$774 ▼-0.5%2100.1%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$155,721$12,618 ▼-7.5%1,9870.1%ETFJPMJPMorgan Chase & Co.$149,921$843 ▲0.6%7110.1%FinanceACWXiShares MSCI ACWI ex U.S. ETF$145,911$72,555 ▲98.9%2,5500.1%ManufacturingXLKTechnology Select Sector SPDR Fund$135,230$6,999 ▼-4.9%5990.1%ETFBSVVanguard Short-Term Bond ETF$131,176$13,377 ▼-9.3%1,6670.1%ETFSOLVENTUM CORP COM SHS$125,775$627 ▲0.5%1,8040.1%StockNVONovo Nordisk A/S$125,0240.0%1,0500.1%MedicalBTIBritish American Tobacco$124,335$227,198 ▼-64.6%3,3990.1%Consumer StaplesFTREFortrea$116,340$720 ▼-0.6%5,8170.1%MedicalBLVVanguard Long-Term Bond ETF$115,837$11,727 ▼-9.2%1,5410.1%ETFXOMExxon Mobil$114,758$10,433 ▼-8.3%9790.1%Oils/EnergyCSCOCisco Systems$113,412$213 ▲0.2%2,1310.1%Computer and TechnologySITESiteOne Landscape Supply$107,9010.0%7150.1%Industrial ProductsBURBurford Capital$101,757$5,490 ▼-5.1%7,6740.1%FinanceMNDOMIND C.T.I.$101,6670.0%51,6100.1%Computer and TechnologyAPDAir Products and Chemicals$101,5290.0%3410.1%Basic MaterialsVOOGVanguard S&P 500 Growth ETF$97,3720.0%2820.1%ETFESQEsquire Financial$96,772$261 ▲0.3%1,4840.1%FinanceSCHFSchwab International Equity ETF$94,083$17,641 ▼-15.8%2,2880.1%ETFMRKMerck & Co., Inc.$92,8920.0%8180.1%MedicalRLIRLI$92,5230.0%5970.1%FinanceBUNGE GLOBAL SA COM SHS$91,228$7,538 ▼-7.6%9440.1%StockGDGeneral Dynamics$88,847$1,209 ▼-1.3%2940.1%AerospaceSENEASeneca Foods$87,9480.0%1,4110.1%Consumer StaplesKOCoca-Cola$86,304$5,030 ▼-5.5%1,2010.1%Consumer StaplesSCHASchwab US Small-Cap ETF$84,202$206 ▲0.2%1,6350.1%ETFAIVLWisdomTree U.S. AI Enhanced Value Fund$82,585$1,558 ▼-1.9%7420.1%FinanceVGSHVanguard Short-Term Treasury Index ETF$81,979$14,283 ▼-14.8%1,3890.1%ETFHUBBHubbell$80,1010.0%1870.1%Industrial ProductsSPHBInvesco S&P 500 High Beta ETF$78,068$178 ▲0.2%8750.1%ETFHBANHuntington Bancshares$77,219$5,454 ▼-6.6%5,2530.1%FinanceShowing 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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