Sponsored

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

Currently, Guardian Wealth Management, Inc. holds 61 types of securities in its portfolio with a total value $183.2M. In the most recent quarter, they have increased their positions in VBIL (+70.6K shares, valued at $5.3M), OXY (+66.1K shares, valued at $4.3M), LKQ (+92.2K shares, valued at $2.7M); decreased their positions in VTV (-63.2K shares, valued at $12.4M), N/A (-182.8K shares, valued at $7.3M), CAT (-1.2K shares, valued at $819.8K); initiated new positions in SFM (+32.9K shares, valued at $2.5M).

1M P&L

+9.0M+5.74%

3M P&L

+7.9M+4.98%

HY P&L

+21.3M+14.67%

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/A17.8M

11.5%

2Drug Manufacturers - General16.6M

10.7%

3Engineering & Construction13.6M

8.7%

Top Industries by Stock Count

1N/A8 stocks

15.4%

2Oil & Gas E&P3 stocks

5.8%

3Drug Manufacturers - General3 stocks

5.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STRL STERLING INFRASTRUCTURE INC COM33.3K shares-0.58%2026-03-312026-05-08

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS68.1K shares1.98%2026-03-312026-05-08

AZO AUTOZONE INC COM2.1K shares6.79%2026-03-312026-05-08

OXY OCCIDENTAL PETE CORP COM107.4K shares160.19%2026-03-312026-05-08

LLY ELI LILLY & CO COM7.5K shares4.78%2026-03-312026-05-08

NNI NELNET INC CL A51.4K shares4.32%2026-03-312026-05-08

VIPER ENERGY INC CL A VIPER ENERGY INC CL A139.2K shares59.48%2026-03-312026-05-08

ABBV ABBVIE INC COM28.4K shares-3.06%2026-03-312026-05-08

Sponsored

VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF76.8K shares1144.61%2026-03-312026-05-08

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM47.6K shares8.02%2026-03-312026-05-08

UTI UNIVERSAL TECHNICAL INST INC COM143.1K shares3.95%2026-03-312026-05-08

SSNC SS&C TECH HLDGS COM75.4K shares32.37%2026-03-312026-05-08

ASML ASML HLDG NV N Y REGISTRY SHS3.8K shares2.69%2026-03-312026-05-08

LKQ LKQ CORP COM170.1K shares118.39%2026-03-312026-05-08

CASH PATHWARD FINANCIAL INC COM55.4K shares14.94%2026-03-312026-05-08

CAT CATERPILLAR INC COM6.5K shares-15.09%2026-03-312026-05-08

Sponsored

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF55.4K shares20.28%2026-03-312026-05-08

COP CONOCOPHILLIPS COM32.7K shares56.07%2026-03-312026-05-08

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF50.4K shares17.87%2026-03-312026-05-08

BN BROOKFIELD CORP CL A LTD VT SH92.6K shares1.11%2026-03-312026-05-08

WM WASTE MGMT INC DEL COM15.2K shares1.67%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON COM14.2K shares2.60%2026-03-312026-05-08

NPK NATIONAL PRESTO INDS INC COM24.7K shares-4.07%2026-03-312026-05-08

AYI ACUITY INC COM10.8K shares10.47%2026-03-312026-05-08

Sponsored

NICE NICE LTD SPONSORED ADR25.6K shares181.51%2026-03-312026-05-08

KKR & CO INC COM KKR & CO INC COM29.6K shares-1.63%2026-03-312026-05-08

PX RIDGEPOST CAP INC CL A COM369.0K shares85.42%2026-03-312026-05-08

ABT ABBOTT LABORATORIES COM25.4K shares-0.16%2026-03-312026-05-08

PEP PEPSICO INC COM16.6K shares5.17%2026-03-312026-05-08

SFM SPROUTS FMRS MKT INC COM32.9K sharesnew addition2026-03-312026-05-08

PG PROCTER & GAMBLE CO COM16.7K shares10.18%2026-03-312026-05-08

MA MASTERCARD INCORPORATED CL A4.4K shares3.04%2026-03-312026-05-08

Sponsored

FRPH FRP HLDGS INC COM93.1K shares244.38%2026-03-312026-05-08

AMCOR PLC COM NEW AMCOR PLC COM NEW50.0K shares-78.52%2026-03-312026-05-08

STAG STAG INDUSTRIAL INC COM53.8K shares5.16%2026-03-312026-05-08

WBD WARNER BROS DISCOVERY INC COM SER A62.1K shares9.23%2026-03-312026-05-08

LH LABCORP HOLDINGS INC COM SHS6.3K shares2.03%2026-03-312026-05-08

GPN GLOBAL PMTS INC COM24.9K shares178.19%2026-03-312026-05-08

KMB KIMBERLY-CLARK CORP COM17.0K shares101.16%2026-03-312026-05-08

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW28.3K shares5.54%2026-03-312026-05-08

Sponsored

LMT LOCKHEED MARTIN CORP COM2.6K shares-8.62%2026-03-312026-05-08

MMM 3M CO COM10.7K shares4.58%2026-03-312026-05-08

PINE ALPINE INCOME PPTY TR INC COM73.9K shares10.03%2026-03-312026-05-08

DIS DISNEY WALT CO COM13.1K shares8.33%2026-03-312026-05-08

AAPL APPLE INC COM4.9K shares0.16%2026-03-312026-05-08

SCHD SCHWAB US DIVIDEND EQUITY ETF38.1K shares-21.08%2026-03-312026-05-08

SCHB SCHWAB U.S. BROAD MARKET ETF44.2K shares-20.35%2026-03-312026-05-08

SIRIUSXM HOLDINGS INC COMMON STOCK SIRIUSXM HOLDINGS INC COMMON STOCK36.6K shares107.67%2026-03-312026-05-08

Sponsored

PSX PHILLIPS 66 COM3.8K shares-14.03%2026-03-312026-05-08

EXP EAGLE MATLS INC COM3.5K shares72.73%2026-03-312026-05-08

VBR VANGUARD SMALL CAP VALUE ETF2.5K shares-1.61%2026-03-312026-05-08

NVDA NVIDIA CORPORATION COM2.8K shares-0.18%2026-03-312026-05-08

BR BROADRIDGE FINL SOLUTIONS INC COM2.1K shares-31.08%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC CL A2.4K shares0.00%2026-03-312026-05-08

VTV VANGUARD VALUE ETF1.7K shares-97.35%2026-03-312026-05-08

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD1.6K shares-58.85%2026-03-312026-05-08

Sponsored

GRMN GARMIN LTD SHS1.2K shares-15.00%2026-03-312026-05-08

VOOV VANGUARD S&P 500 VALUE ETF1.3K shares-0.63%2026-03-312026-05-08

MSFT MICROSOFT CORP COM693 shares-25.80%2026-03-312026-05-08

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C884 shares-8.77%2026-03-312026-05-08

BSM BLACK STONE MINERALS L P COM UNIT12.4K shares0.41%2026-03-312026-05-08

STRL

STERLING INFRASTRUCTURE INC COM

-0.58%

Shares33.3K

Event2026-03-31

Filed2026-05-08

ARISTA NETWORKS INC COM SHS

1.98%

Shares68.1K

Event2026-03-31

Filed2026-05-08

AZO

AUTOZONE INC COM

6.79%

Shares2.1K

Event2026-03-31

Filed2026-05-08

OXY

OCCIDENTAL PETE CORP COM

160.19%

Shares107.4K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO COM

4.78%

Shares7.5K

Event2026-03-31

Filed2026-05-08

NNI

NELNET INC CL A

4.32%

Shares51.4K

Event2026-03-31

Filed2026-05-08

VIPER ENERGY INC CL A

59.48%

Shares139.2K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC COM

-3.06%

Shares28.4K

Event2026-03-31

Filed2026-05-08

VBIL

VANGUARD 0-3 MONTH TREASURY BILL ETF

1144.61%

Shares76.8K

Event2026-03-31

Filed2026-05-08

APOLLO GLOBAL MGMT INC COM

8.02%

Shares47.6K

Event2026-03-31

Filed2026-05-08

UTI

UNIVERSAL TECHNICAL INST INC COM

3.95%

Shares143.1K

Event2026-03-31

Filed2026-05-08

SSNC

SS&C TECH HLDGS COM

32.37%

Shares75.4K

Event2026-03-31

Filed2026-05-08

ASML

ASML HLDG NV N Y REGISTRY SHS

2.69%

Shares3.8K

Event2026-03-31

Filed2026-05-08

LKQ

LKQ CORP COM

118.39%

Shares170.1K

Event2026-03-31

Filed2026-05-08

CASH

PATHWARD FINANCIAL INC COM

14.94%

Shares55.4K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC COM

-15.09%

Shares6.5K

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

20.28%

Shares55.4K

Event2026-03-31

Filed2026-05-08

COP

CONOCOPHILLIPS COM

56.07%

Shares32.7K

Event2026-03-31

Filed2026-05-08

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

17.87%

Shares50.4K

Event2026-03-31

Filed2026-05-08

BROOKFIELD CORP CL A LTD VT SH

1.11%

Shares92.6K

Event2026-03-31

Filed2026-05-08

WASTE MGMT INC DEL COM

1.67%

Shares15.2K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON COM

2.60%

Shares14.2K

Event2026-03-31

Filed2026-05-08

NPK

NATIONAL PRESTO INDS INC COM

-4.07%

Shares24.7K

Event2026-03-31

Filed2026-05-08

AYI

ACUITY INC COM

10.47%

Shares10.8K

Event2026-03-31

Filed2026-05-08

NICE

NICE LTD SPONSORED ADR

181.51%

Shares25.6K

Event2026-03-31

Filed2026-05-08

KKR & CO INC COM

-1.63%

Shares29.6K

Event2026-03-31

Filed2026-05-08

RIDGEPOST CAP INC CL A COM

85.42%

Shares369.0K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES COM

-0.16%

Shares25.4K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC COM

5.17%

Shares16.6K

Event2026-03-31

Filed2026-05-08

SFM

SPROUTS FMRS MKT INC COM

New

Shares32.9K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO COM

10.18%

Shares16.7K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED CL A

3.04%

Shares4.4K

Event2026-03-31

Filed2026-05-08

FRPH

FRP HLDGS INC COM

244.38%

Shares93.1K

Event2026-03-31

Filed2026-05-08

AMCOR PLC COM NEW

-78.52%

Shares50.0K

Event2026-03-31

Filed2026-05-08

STAG

STAG INDUSTRIAL INC COM

5.16%

Shares53.8K

Event2026-03-31

Filed2026-05-08

WBD

WARNER BROS DISCOVERY INC COM SER A

9.23%

Shares62.1K

Event2026-03-31

Filed2026-05-08

LABCORP HOLDINGS INC COM SHS

2.03%

Shares6.3K

Event2026-03-31

Filed2026-05-08

GPN

GLOBAL PMTS INC COM

178.19%

Shares24.9K

Event2026-03-31

Filed2026-05-08

KMB

KIMBERLY-CLARK CORP COM

101.16%

Shares17.0K

Event2026-03-31

Filed2026-05-08

UNILEVER PLC SPON ADR NEW

5.54%

Shares28.3K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP COM

-8.62%

Shares2.6K

Event2026-03-31

Filed2026-05-08

MMM

3M CO COM

4.58%

Shares10.7K

Event2026-03-31

Filed2026-05-08

PINE

ALPINE INCOME PPTY TR INC COM

10.03%

Shares73.9K

Event2026-03-31

Filed2026-05-08

DIS

DISNEY WALT CO COM

8.33%

Shares13.1K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC COM

0.16%

Shares4.9K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB US DIVIDEND EQUITY ETF

-21.08%

Shares38.1K

Event2026-03-31

Filed2026-05-08

SCHB

SCHWAB U.S. BROAD MARKET ETF

-20.35%

Shares44.2K

Event2026-03-31

Filed2026-05-08

SIRIUSXM HOLDINGS INC COMMON STOCK

107.67%

Shares36.6K

Event2026-03-31

Filed2026-05-08

PSX

PHILLIPS 66 COM

-14.03%

Shares3.8K

Event2026-03-31

Filed2026-05-08

EXP

EAGLE MATLS INC COM

72.73%

Shares3.5K

Event2026-03-31

Filed2026-05-08

VBR

VANGUARD SMALL CAP VALUE ETF

-1.61%

Shares2.5K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION COM

-0.18%

Shares2.8K

Event2026-03-31

Filed2026-05-08

BROADRIDGE FINL SOLUTIONS INC COM

-31.08%

Shares2.1K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC CL A

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD VALUE ETF

-97.35%

Shares1.7K

Event2026-03-31

Filed2026-05-08

ASTRAZENECA PLC ORD

-58.85%

Shares1.6K

Event2026-03-31

Filed2026-05-08

GRMN

GARMIN LTD SHS

-15.00%

Shares1.2K

Event2026-03-31

Filed2026-05-08

VOOV

VANGUARD S&P 500 VALUE ETF

-0.63%

Shares1.3K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP COM

-25.80%

Shares693

Event2026-03-31

Filed2026-05-08

ALPHABET INC CAP STK CL C

-8.77%

Shares884

Event2026-03-31

Filed2026-05-08

BSM

BLACK STONE MINERALS L P COM UNIT

0.41%

Shares12.4K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available