Sponsored

The Analysis of Guardian Wealth Management, Inc.'s Holdings & P&L

Currently, Guardian Wealth Management, Inc. holds 66 types of securities in its portfolio with a total value $203.5M. In the most recent quarter, they have increased their positions in N/A (+24.3K shares, valued at $5.2M), N/A (+64.1K shares, valued at $4.6M), SFM (+31.8K shares, valued at $2.7M); decreased their positions in STRL (-23.3K shares, valued at $19.5M), VBIL (-22.2K shares, valued at $1.7M), FRPH (-15.2K shares, valued at $379.3K); initiated new positions in N/A (+24.3K shares, valued at $5.2M), N/A (+64.1K shares, valued at $4.6M), KLAC (+770 shares, valued at $232.4K).

1M P&L

-345.2K-0.22%

3M P&L

-736.4K-0.46%

HY P&L

+5.3M+3.44%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A17.7M

10.8%

2Drug Manufacturers - General13.1M

8.0%

3Computer Hardware11.6M

7.1%

Top Industries by Stock Count

1N/A8 stocks

14.8%

2Oil & Gas E&P3 stocks

5.6%

3Asset Management3 stocks

5.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ANET ARISTA NETWORKS INC COM SHS68.2K shares0.13%2026-06-302026-07-13

LLY ELI LILLY & CO COM7.8K shares3.99%2026-06-302026-07-13

STRL STERLING INFRASTRUCTURE INC COM10.0K shares-69.84%2026-06-302026-07-13

ASML ASML HLDG NV N Y REGISTRY SHS3.9K shares2.70%2026-06-302026-07-13

ABBVIE INC COM ABBVIE INC COM29.0K shares2.25%2026-06-302026-07-13

NNI NELNET INC CL A53.4K shares4.04%2026-06-302026-07-13

CAT CATERPILLAR INC COM6.6K shares1.06%2026-06-302026-07-13

AZO AUTOZONE INC COM2.2K shares2.61%2026-06-302026-07-13

Sponsored

UTI UNIVERSAL TECHNICAL INST INC COM141.5K shares-1.10%2026-06-302026-07-13

VNOM VIPER ENERGY INC CL A141.6K shares1.71%2026-06-302026-07-13

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM48.9K shares2.75%2026-06-302026-07-13

SFM SPROUTS FMRS MKT INC COM64.7K shares96.90%2026-06-302026-07-13

OXY OCCIDENTAL PETE CORP COM107.7K shares0.25%2026-06-302026-07-13

POOL CORP COM POOL CORP COM24.3K sharesnew addition2026-06-302026-07-13

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF65.6K shares18.38%2026-06-302026-07-13

CASH PATHWARD FINANCIAL INC COM57.3K shares3.37%2026-06-302026-07-13

Sponsored

SSNC SS&C TECH HLDGS COM78.9K shares4.57%2026-06-302026-07-13

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF58.7K shares16.42%2026-06-302026-07-13

LKQ LKQ CORP COM176.8K shares3.92%2026-06-302026-07-13

ZOETIS INC CL A ZOETIS INC CL A64.1K sharesnew addition2026-06-302026-07-13

ACUITY INC COM ACUITY INC COM11.3K shares4.36%2026-06-302026-07-13

VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF54.5K shares-28.98%2026-06-302026-07-13

BN BROOKFIELD CORP CL A LTD VT SH95.4K shares2.96%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON COM14.6K shares2.97%2026-06-302026-07-13

Sponsored

COP CONOCOPHILLIPS COM34.0K shares3.93%2026-06-302026-07-13

WASTE MGMT INC DEL COM WASTE MGMT INC DEL COM15.6K shares2.49%2026-06-302026-07-13

PX RIDGEPOST CAP INC CL A COM380.7K shares3.18%2026-06-302026-07-13

NPK NATIONAL PRESTO INDS INC COM23.0K shares-7.09%2026-06-302026-07-13

KKR KKR & CO INC COM28.7K shares-3.06%2026-06-302026-07-13

PG PROCTER & GAMBLE CO COM17.2K shares3.32%2026-06-302026-07-13

ABT ABBOTT LABORATORIES COM26.1K shares2.57%2026-06-302026-07-13

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A4.6K shares3.17%2026-06-302026-07-13

Sponsored

PEP PEPSICO INC COM17.2K shares3.60%2026-06-302026-07-13

AMCOR PLC COM NEW AMCOR PLC COM NEW51.9K shares3.75%2026-06-302026-07-13

NICE NICE LTD SPONSORED ADR24.1K shares-6.15%2026-06-302026-07-13

STAG STAG INDUSTRIAL INC COM56.3K shares4.70%2026-06-302026-07-13

KMB KIMBERLY-CLARK CORP COM17.8K shares4.32%2026-06-302026-07-13

FRPH FRP HLDGS INC COM78.0K shares-16.30%2026-06-302026-07-13

GPN GLOBAL PMTS INC COM25.8K shares3.60%2026-06-302026-07-13

UL UNILEVER PLC SPON ADR NEW30.2K shares6.55%2026-06-302026-07-13

Sponsored

LABCORP HOLDINGS INC COM SHS LABCORP HOLDINGS INC COM SHS6.5K shares1.96%2026-06-302026-07-13

3M CO COM 3M CO COM11.1K shares3.91%2026-06-302026-07-13

PINE ALPINE INCOME PPTY TR INC COM79.4K shares7.51%2026-06-302026-07-13

WBD WARNER BROS DISCOVERY INC COM SER A57.4K shares-7.64%2026-06-302026-07-13

AAPL APPLE INC COM4.9K shares-1.68%2026-06-302026-07-13

DIS DISNEY WALT CO COM13.5K shares3.30%2026-06-302026-07-13

LMT LOCKHEED MARTIN CORP COM2.5K shares-2.65%2026-06-302026-07-13

SCHD SCHWAB US DIVIDEND EQUITY ETF38.4K shares0.62%2026-06-302026-07-13

Sponsored

SIRI SIRIUSXM HOLDINGS INC COMMON STOCK38.4K shares4.76%2026-06-302026-07-13

SCHB SCHWAB U.S. BROAD MARKET ETF37.0K shares-16.34%2026-06-302026-07-13

PSX PHILLIPS 66 COM3.8K shares0.45%2026-06-302026-07-13

VBR VANGUARD SMALL CAP VALUE ETF2.5K shares1.80%2026-06-302026-07-13

EXP EAGLE MATLS INC COM2.5K shares-27.88%2026-06-302026-07-13

NVDA NVIDIA CORPORATION COM2.8K shares-1.89%2026-06-302026-07-13

VTV VANGUARD VALUE ETF1.7K shares0.23%2026-06-302026-07-13

GOOG ALPHABET INC CAP STK CL C897 shares1.47%2026-06-302026-07-13

Sponsored

GRMN GARMIN LTD SHS1.2K shares0.00%2026-06-302026-07-13

VOOV VANGUARD S&P 500 VALUE ETF1.3K shares3.57%2026-06-302026-07-13

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD1.4K shares-13.11%2026-06-302026-07-13

BR BROADRIDGE FINL SOLUTIONS INC COM1.9K shares-13.16%2026-06-302026-07-13

KLAC KLA CORP COM NEW770 sharesnew addition2026-06-302026-07-13

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS486 sharesnew addition2026-06-302026-07-13

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM672 sharesnew addition2026-06-302026-07-13

MSFT MICROSOFT CORP COM566 shares-18.33%2026-06-302026-07-13

Sponsored

DE DEERE & CO COM318 sharesnew addition2026-06-302026-07-13

BSM BLACK STONE MINERALS L P COM UNIT11.8K shares-5.07%2026-06-302026-07-13

ANET

ARISTA NETWORKS INC COM SHS

0.13%

Shares68.2K

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO COM

3.99%

Shares7.8K

Event2026-06-30

Filed2026-07-13

STRL

STERLING INFRASTRUCTURE INC COM

-69.84%

Shares10.0K

Event2026-06-30

Filed2026-07-13

ASML

ASML HLDG NV N Y REGISTRY SHS

2.70%

Shares3.9K

Event2026-06-30

Filed2026-07-13

ABBVIE INC COM

2.25%

Shares29.0K

Event2026-06-30

Filed2026-07-13

NNI

NELNET INC CL A

4.04%

Shares53.4K

Event2026-06-30

Filed2026-07-13

CAT

CATERPILLAR INC COM

1.06%

Shares6.6K

Event2026-06-30

Filed2026-07-13

AZO

AUTOZONE INC COM

2.61%

Shares2.2K

Event2026-06-30

Filed2026-07-13

UTI

UNIVERSAL TECHNICAL INST INC COM

-1.10%

Shares141.5K

Event2026-06-30

Filed2026-07-13

VNOM

VIPER ENERGY INC CL A

1.71%

Shares141.6K

Event2026-06-30

Filed2026-07-13

APOLLO GLOBAL MGMT INC COM

2.75%

Shares48.9K

Event2026-06-30

Filed2026-07-13

SFM

SPROUTS FMRS MKT INC COM

96.90%

Shares64.7K

Event2026-06-30

Filed2026-07-13

OXY

OCCIDENTAL PETE CORP COM

0.25%

Shares107.7K

Event2026-06-30

Filed2026-07-13

POOL CORP COM

New

Shares24.3K

Event2026-06-30

Filed2026-07-13

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

18.38%

Shares65.6K

Event2026-06-30

Filed2026-07-13

CASH

PATHWARD FINANCIAL INC COM

3.37%

Shares57.3K

Event2026-06-30

Filed2026-07-13

SSNC

SS&C TECH HLDGS COM

4.57%

Shares78.9K

Event2026-06-30

Filed2026-07-13

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

16.42%

Shares58.7K

Event2026-06-30

Filed2026-07-13

LKQ

LKQ CORP COM

3.92%

Shares176.8K

Event2026-06-30

Filed2026-07-13

ZOETIS INC CL A

New

Shares64.1K

Event2026-06-30

Filed2026-07-13

ACUITY INC COM

4.36%

Shares11.3K

Event2026-06-30

Filed2026-07-13

VBIL

VANGUARD 0-3 MONTH TREASURY BILL ETF

-28.98%

Shares54.5K

Event2026-06-30

Filed2026-07-13

BROOKFIELD CORP CL A LTD VT SH

2.96%

Shares95.4K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON COM

2.97%

Shares14.6K

Event2026-06-30

Filed2026-07-13

COP

CONOCOPHILLIPS COM

3.93%

Shares34.0K

Event2026-06-30

Filed2026-07-13

WASTE MGMT INC DEL COM

2.49%

Shares15.6K

Event2026-06-30

Filed2026-07-13

RIDGEPOST CAP INC CL A COM

3.18%

Shares380.7K

Event2026-06-30

Filed2026-07-13

NPK

NATIONAL PRESTO INDS INC COM

-7.09%

Shares23.0K

Event2026-06-30

Filed2026-07-13

KKR

KKR & CO INC COM

-3.06%

Shares28.7K

Event2026-06-30

Filed2026-07-13

PROCTER & GAMBLE CO COM

3.32%

Shares17.2K

Event2026-06-30

Filed2026-07-13

ABT

ABBOTT LABORATORIES COM

2.57%

Shares26.1K

Event2026-06-30

Filed2026-07-13

MASTERCARD INCORPORATED CL A

3.17%

Shares4.6K

Event2026-06-30

Filed2026-07-13

PEP

PEPSICO INC COM

3.60%

Shares17.2K

Event2026-06-30

Filed2026-07-13

AMCOR PLC COM NEW

3.75%

Shares51.9K

Event2026-06-30

Filed2026-07-13

NICE

NICE LTD SPONSORED ADR

-6.15%

Shares24.1K

Event2026-06-30

Filed2026-07-13

STAG

STAG INDUSTRIAL INC COM

4.70%

Shares56.3K

Event2026-06-30

Filed2026-07-13

KMB

KIMBERLY-CLARK CORP COM

4.32%

Shares17.8K

Event2026-06-30

Filed2026-07-13

FRPH

FRP HLDGS INC COM

-16.30%

Shares78.0K

Event2026-06-30

Filed2026-07-13

GPN

GLOBAL PMTS INC COM

3.60%

Shares25.8K

Event2026-06-30

Filed2026-07-13

UNILEVER PLC SPON ADR NEW

6.55%

Shares30.2K

Event2026-06-30

Filed2026-07-13

LABCORP HOLDINGS INC COM SHS

1.96%

Shares6.5K

Event2026-06-30

Filed2026-07-13

3M CO COM

3.91%

Shares11.1K

Event2026-06-30

Filed2026-07-13

PINE

ALPINE INCOME PPTY TR INC COM

7.51%

Shares79.4K

Event2026-06-30

Filed2026-07-13

WBD

WARNER BROS DISCOVERY INC COM SER A

-7.64%

Shares57.4K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC COM

-1.68%

Shares4.9K

Event2026-06-30

Filed2026-07-13

DIS

DISNEY WALT CO COM

3.30%

Shares13.5K

Event2026-06-30

Filed2026-07-13

LMT

LOCKHEED MARTIN CORP COM

-2.65%

Shares2.5K

Event2026-06-30

Filed2026-07-13

SCHD

SCHWAB US DIVIDEND EQUITY ETF

0.62%

Shares38.4K

Event2026-06-30

Filed2026-07-13

SIRI

SIRIUSXM HOLDINGS INC COMMON STOCK

4.76%

Shares38.4K

Event2026-06-30

Filed2026-07-13

SCHB

SCHWAB U.S. BROAD MARKET ETF

-16.34%

Shares37.0K

Event2026-06-30

Filed2026-07-13

PSX

PHILLIPS 66 COM

0.45%

Shares3.8K

Event2026-06-30

Filed2026-07-13

VBR

VANGUARD SMALL CAP VALUE ETF

1.80%

Shares2.5K

Event2026-06-30

Filed2026-07-13

EXP

EAGLE MATLS INC COM

-27.88%

Shares2.5K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION COM

-1.89%

Shares2.8K

Event2026-06-30

Filed2026-07-13

VTV

VANGUARD VALUE ETF

0.23%

Shares1.7K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC CAP STK CL C

1.47%

Shares897

Event2026-06-30

Filed2026-07-13

GRMN

GARMIN LTD SHS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

VOOV

VANGUARD S&P 500 VALUE ETF

3.57%

Shares1.3K

Event2026-06-30

Filed2026-07-13

ASTRAZENECA PLC ORD

-13.11%

Shares1.4K

Event2026-06-30

Filed2026-07-13

BROADRIDGE FINL SOLUTIONS INC COM

-13.16%

Shares1.9K

Event2026-06-30

Filed2026-07-13

KLAC

KLA CORP COM NEW

New

Shares770

Event2026-06-30

Filed2026-07-13

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

New

Shares486

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO COM

New

Shares672

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP COM

-18.33%

Shares566

Event2026-06-30

Filed2026-07-13

DEERE & CO COM

New

Shares318

Event2026-06-30

Filed2026-07-13

BSM

BLACK STONE MINERALS L P COM UNIT

-5.07%

Shares11.8K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available