The Analysis of Guardian Wealth Management, Inc.'s Holdings
Currently, Guardian Wealth Management, Inc. holds 61 types of securities in its portfolio with a total value $169.3M. In the most recent quarter, they have increased their positions in VNOM (+133.9K shares, valued at $5.1M), ASML (+3.8K shares, valued at $3.6M), CASH (+40.5K shares, valued at $3.0M); decreased their positions in STRL (-16.7K shares, valued at $5.7M), SCHD (-2.2K shares, valued at $59.5K), KKR (-408 shares, valued at $53.0K); initiated new positions in VNOM (+133.9K shares, valued at $5.1M), ASML (+3.8K shares, valued at $3.6M), CASH (+40.5K shares, valued at $3.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
STRL STERLING INFRASTRUCTURE INC COM34.0K shares-32.97%2025-09-302025-11-14
ANET ARISTA NETWORKS INC COM SHS68.5K shares0.52%2025-09-302025-11-14 AZO AUTOZONE INC COM2.0K shares1.62%2025-09-302025-11-14 ABBV ABBVIE INC COM30.1K shares2.49%2025-09-302025-11-14 NNI NELNET INC CL A49.5K shares3.73%2025-09-302025-11-14 APO APOLLO GLOBAL MGMT INC COM45.2K shares3.75%2025-09-302025-11-14 LLY ELI LILLY & CO COM7.1K shares1.48%2025-09-302025-11-14 VNOM VIPER ENERGY INC CL A133.9K sharesnew addition2025-09-302025-11-14 SSNC SS&C TECHNOLOGIES HLDGS INC COM57.5K shares2.67%2025-09-302025-11-14 OXY OCCIDENTAL PETE CORP COM105.4K shares1.26%2025-09-302025-11-14 LKQ LKQ CORP COM159.2K shares94.25%2025-09-302025-11-14 UTI UNIVERSAL TECHNICAL INST INC COM142.3K shares0.14%2025-09-302025-11-14 BN BROOKFIELD CORP CL A LTD VT SH61.7K shares0.60%2025-09-302025-11-14 KKR KKR & CO INC COM31.2K shares-1.29%2025-09-302025-11-14 PX P10 INC COM CL A355.7K shares47.70%2025-09-302025-11-14 NICE NICE LTD SPONSORED ADR26.5K shares45.19%2025-09-302025-11-14 ABT ABBOTT LABS COM27.9K shares0.44%2025-09-302025-11-14 ASML ASML HOLDING N V N Y REGISTRY SHS3.8K sharesnew addition2025-09-302025-11-14 AYI ACUITY INC COM9.8K shares3.50%2025-09-302025-11-14 WM WASTE MGMT INC DEL COM15.3K shares1.46%2025-09-302025-11-14 COP CONOCOPHILLIPS COM32.5K shares5.06%2025-09-302025-11-14 NPK NATIONAL PRESTO INDS INC COM27.3K shares3.32%2025-09-302025-11-14 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF37.5K shares18.33%2025-09-302025-11-14 CASH PATHWARD FINANCIAL INC COM40.5K sharesnew addition2025-09-302025-11-14 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF33.8K shares20.46%2025-09-302025-11-14 FRPH FRP HLDGS INC COM112.1K shares1.58%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON COM13.8K shares1.60%2025-09-302025-11-14 OMC OMNICOM GROUP INC COM31.3K shares3.52%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO COM16.4K shares1.93%2025-09-302025-11-14 MA MASTERCARD INCORPORATED CL A4.3K shares0.93%2025-09-302025-11-14 PEP PEPSICO INC COM16.1K shares1.48%2025-09-302025-11-14 KMB KIMBERLY-CLARK CORP COM16.5K shares2.15%2025-09-302025-11-14 GPN GLOBAL PMTS INC COM24.0K shares1.18%2025-09-302025-11-14 AMCR AMCOR PLC ORD240.2K shares5.00%2025-09-302025-11-14 STAG STAG INDL INC COM51.8K shares3.74%2025-09-302025-11-14 UL UNILEVER PLC SPON ADR NEW30.1K shares2.70%2025-09-302025-11-14 LH LABCORP HOLDINGS INC COM SHS6.2K shares-0.27%2025-09-302025-11-14 MMM 3M CO COM10.3K shares1.50%2025-09-302025-11-14 SCHB SCHWAB U.S. BROAD MARKET ETF57.0K shares-2.75%2025-09-302025-11-14 DIS DISNEY WALT CO COM12.7K shares1.26%2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP COM2.8K shares-1.46%2025-09-302025-11-14 SCHD SCHWAB US DIVIDEND EQUITY ETF49.4K shares-4.23%2025-09-302025-11-14 AAPL APPLE INC COM5.1K shares0.08%2025-09-302025-11-14 WBD WARNER BROS DISCOVERY INC COM SER A57.5K shares0.46%2025-09-302025-11-14 CAT CATERPILLAR INC COM2.3K shares-0.17%2025-09-302025-11-14 PINE ALPINE INCOME PPTY TR INC COM65.0K shares9.06%2025-09-302025-11-14 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK33.8K shares4.16%2025-09-302025-11-14 BR BROADRIDGE FINL SOLUTIONS INC COM3.2K shares-0.53%2025-09-302025-11-14 NWN NORTHWEST NAT HLDG CO COM16.7K shares8.67%2025-09-302025-11-14 MSFT MICROSOFT CORP COM1.2K shares0.08%2025-09-302025-11-14 PSX PHILLIPS 66 COM4.5K shares-1.41%2025-09-302025-11-14 VBR VANGUARD SMALL CAP VALUE ETF2.5K shares1.46%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC CL A2.5K shares0.00%2025-09-302025-11-14 NVDA NVIDIA CORPORATION COM2.0K shares0.05%2025-09-302025-11-14 GRMN GARMIN LTD SHS1.4K shares0.00%2025-09-302025-11-14 AZN ASTRAZENECA PLC SPONSORED ADR3.9K shares0.08%2025-09-302025-11-14 VOOV VANGUARD S&P 500 VALUE ETF1.3K shares0.24%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO. COM671 sharesnew addition2025-09-302025-11-14 DE DEERE & CO COM454 shares0.00%2025-09-302025-11-14 BSM BLACK STONE MINERALS L P COM UNIT12.3K shares1.95%2025-09-302025-11-14 MNDO MIND C T I LTD ORD51.6K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available