Guardian Wealth Management, Inc. Portfolio Holdings
Q3 2025•61 long positions•$169.3M portfolio value
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Holding65 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Engineering & Construction Industrials | $11.5M 6.82% | -$5.7M Sold | 0.112% 34.0K shares | 50.7K → 34.0K −$5.7M | -32.97% | $10.3B Large Cap | Q4 2022 Held for 2y 11m | |
Computer Hardware Technology | $10.0M 5.9% | +$51.3K Bought | 0.005% 68.5K shares | 68.2K → 68.5K +$51.3K | +0.52% | $183.14B Large Cap | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $8.6M 5.08% | +$137.3K Bought | 0.012% 2.0K shares | 2.0K → 2.0K +$137.3K | +1.62% | $71.5B Large Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $7.0M 4.12% | +$169.7K Bought | 0.002% 30.1K shares | 29.4K → 30.1K +$169.7K | +2.49% | $409.03B Mega Cap | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $6.2M 3.67% | +$222.9K Bought | 0.137% 49.5K shares | 47.7K → 49.5K +$222.9K | +3.73% | $4.5B Mid Cap | Q4 2021 Held for 3y 11m | |
Asset Management - Global Financial Services | $6.0M 3.56% | +$217.4K Bought | 0.008% 45.2K shares | 43.5K → 45.2K +$217.4K | +3.75% | $76.2B Large Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $5.4M 3.22% | +$79.4K Bought | 0.001% 7.1K shares | 7.0K → 7.1K +$79.4K | +1.48% | $684.00B Mega Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Midstream Energy | $5.1M 3.02% | +$5.1M New | 0.079% 133.9K shares | 0 → 133.9K +$5.1M | New | $6.4B Mid Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $5.1M 3.02% | +$132.7K Bought | 0.024% 57.5K shares | 56.0K → 57.5K +$132.7K | +2.67% | $21.7B Large Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Exploration & Production Energy | $5.0M 2.94% | +$62.2K Bought | 0.011% 105.4K shares | 104.1K → 105.4K +$62.2K | +1.26% | $46.5B Large Cap | Q2 2024 Held for 1y 5m | |
Auto - Parts Consumer Cyclical | $4.9M 2.87% | +$2.4M Bought | 0.062% 159.2K shares | 82.0K → 159.2K +$2.4M | +94.25% | $7.9B Mid Cap | Q4 2021 Held for 3y 11m | |
Education & Training Services Consumer Defensive | $4.6M 2.74% | +$6.5K Bought | 0.262% 142.3K shares | 142.1K → 142.3K +$6.5K | +0.14% | $1.8B Small Cap | Q4 2022 Held for 2y 11m | |
Asset Management Financial Services | $4.2M 2.5% | +$25.4K Bought | 0.004% 61.7K shares | 61.3K → 61.7K +$25.4K | +0.6% | $102.59B Large Cap | Q4 2022 Held for 2y 11m | |
Asset Management Financial Services | $4.1M 2.4% | -$53.0K Sold | 0.004% 31.2K shares | 31.6K → 31.2K −$53.0K | -1.29% | $115.78B Large Cap | Q4 2021 Held for 3y 11m | |
Asset Management Financial Services | $3.9M 2.29% | +$1.2M Bought | 0.324% 355.7K shares | 240.8K → 355.7K +$1.2M | +47.7% | $1.2B Small Cap | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $3.8M 2.27% | +$1.2M Bought | — 26.5K shares | 18.3K → 26.5K +$1.2M | +45.19% | — — | Q1 2025 Held for 8 months | |
Medical - Devices Healthcare | $3.7M 2.21% | +$16.5K Bought | 0.002% 27.9K shares | 27.8K → 27.9K +$16.5K | +0.44% | $233.12B Mega Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $3.6M 2.15% | +$3.6M Bought | — 3.8K shares | — | — | — — | Q1 2025 Held for 8 months | |
Electrical Equipment & Parts Industrials | $3.4M 2.0% | +$114.3K Bought | 0.032% 9.8K shares | 9.5K → 9.8K +$114.3K | +3.5% | $10.6B Large Cap | Q4 2021 Held for 3y 11m | |
Waste Management Industrials | $3.4M 1.99% | +$48.4K Bought | 0.004% 15.3K shares | 15.0K → 15.3K +$48.4K | +1.46% | $89.0B Large Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Exploration & Production Energy | $3.1M 1.81% | +$147.9K Bought | 0.003% 32.5K shares | 30.9K → 32.5K +$147.9K | +5.06% | $118.14B Large Cap | Q4 2021 Held for 3y 11m | |
Aerospace & Defense Industrials | $3.1M 1.81% | +$98.2K Bought | 0.381% 27.3K shares | 26.4K → 27.3K +$98.2K | +3.32% | $801.8M Small Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 1.77% | +$464.9K Bought | — 37.5K shares | 31.7K → 37.5K +$464.9K | +18.33% | — — | Q2 2023 Held for 2y 5m | |
Banks - Regional Financial Services | $3.0M 1.77% | +$3.0M Bought | 0.178% 40.5K shares | — | — | $1.7B Small Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.8M 1.68% | +$483.1K Bought | — 33.8K shares | 28.1K → 33.8K +$483.1K | +20.46% | — — | Q2 2023 Held for 2y 5m | |
Real Estate - Services Real Estate | $2.7M 1.61% | +$42.6K Bought | 0.587% 112.1K shares | 110.3K → 112.1K +$42.6K | +1.58% | $465.5M Small Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $2.6M 1.52% | +$40.4K Bought | 0.001% 13.8K shares | 13.6K → 13.8K +$40.4K | +1.6% | $446.55B Mega Cap | Q4 2021 Held for 3y 11m | |
Advertising Agencies Communication Services | $2.6M 1.51% | +$86.8K Bought | 0.016% 31.3K shares | 30.3K → 31.3K +$86.8K | +3.52% | $15.8B Large Cap | Q4 2021 Held for 3y 11m | |
Household & Personal Products Consumer Defensive | $2.5M 1.49% | +$47.8K Bought | 0.001% 16.4K shares | 16.1K → 16.4K +$47.8K | +1.93% | $359.62B Mega Cap | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $2.5M 1.46% | +$22.8K Bought | 0.0% 4.4K shares | 4.3K → 4.4K +$22.8K | +0.93% | $514.21B Mega Cap | Q4 2021 Held for 3y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $2.3M 1.34% | +$33.1K Bought | 0.001% 16.1K shares | 15.9K → 16.1K +$33.1K | +1.48% | $192.27B Large Cap | Q4 2021 Held for 3y 11m | |
Household & Personal Products Consumer Defensive | $2.1M 1.21% | +$43.3K Bought | 0.005% 16.5K shares | 16.2K → 16.5K +$43.3K | +2.15% | $41.3B Large Cap | Q4 2021 Held for 3y 11m | |
Specialty Business Services Industrials | $2.0M 1.18% | +$23.3K Bought | 0.01% 24.0K shares | 23.7K → 24.0K +$23.3K | +1.18% | $20.2B Large Cap | Q4 2024 Held for 11 months | |
Packaging & Containers Consumer Cyclical | $2.0M 1.16% | +$93.6K Bought | 0.01% 240.2K shares | 228.7K → 240.2K +$93.6K | +5.0% | $18.9B Large Cap | Q2 2025 Held for 5 months | |
REIT - Industrial Real Estate | $1.8M 1.08% | +$65.9K Bought | 0.028% 51.8K shares | 49.9K → 51.8K +$65.9K | +3.74% | $6.6B Mid Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $1.8M 1.05% | +$46.8K Bought | — 30.1K shares | 29.3K → 30.1K +$46.8K | +2.7% | — — | Q4 2022 Held for 2y 11m | |
Medical - Diagnostics & Research Healthcare | $1.8M 1.05% | -$4.9K Sold | 0.007% 6.2K shares | 6.2K → 6.2K −$4.9K | -0.27% | $23.9B Large Cap | Q4 2021 Held for 3y 11m | |
Conglomerates Industrials | $1.6M 0.943% | +$23.6K Bought | 0.002% 10.3K shares | 10.1K → 10.3K +$23.6K | +1.5% | $82.7B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.5M 0.866% | -$41.5K Sold | — 57.0K shares | 58.6K → 57.0K −$41.5K | -2.75% | — — | Q4 2021 Held for 3y 11m | |
Entertainment Communication Services | $1.5M 0.859% | +$18.1K Bought | 0.001% 12.7K shares | 12.5K → 12.7K +$18.1K | +1.26% | $205.86B Mega Cap | Q4 2021 Held for 3y 11m | |
Aerospace & Defense Industrials | $1.4M 0.838% | -$21.0K Sold | 0.001% 2.8K shares | 2.9K → 2.8K −$21.0K | -1.46% | $116.55B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.3M 0.797% | -$59.5K Sold | — 49.4K shares | 51.6K → 49.4K −$59.5K | -4.23% | — — | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $1.3M 0.77% | +$1.0K Bought | 0.0% 5.1K shares | 5.1K → 5.1K +$1.0K | +0.08% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Entertainment Communication Services | $1.1M 0.663% | +$5.1K Bought | 0.002% 57.5K shares | 57.2K → 57.5K +$5.1K | +0.46% | $48.4B Large Cap | Q2 2022 Held for 3y 5m | |
Agricultural - Machinery Industrials | $1.1M 0.65% | -$1.9K Sold | 0.0% 2.3K shares | 2.3K → 2.3K −$1.9K | -0.17% | $223.53B Mega Cap | Q4 2021 Held for 3y 11m | |
REIT - Retail Real Estate | $921.4K 0.544% | +$76.5K Bought | 0.459% 65.0K shares | 59.6K → 65.0K +$76.5K | +9.06% | $200.6M Micro Cap | Q4 2021 Held for 3y 11m | |
Entertainment Communication Services | $787.4K 0.465% | +$31.4K Bought | 0.01% 33.8K shares | 32.5K → 33.8K +$31.4K | +4.16% | $7.8B Mid Cap | Q3 2024 Held for 1y 2m | |
Information Technology Services Technology | $759.1K 0.448% | -$4.0K Sold | 0.003% 3.2K shares | 3.2K → 3.2K −$4.0K | -0.53% | $27.9B Large Cap | Q4 2021 Held for 3y 11m | |
Regulated Gas Utilities | $750.3K 0.443% | +$59.9K Bought | 0.041% 16.7K shares | 15.4K → 16.7K +$59.9K | +8.67% | $1.8B Small Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $645.3K 0.381% | +$517.9 Bought | 0.0% 1.2K shares | 1.2K → 1.2K +$517.9 | +0.08% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m |
