The Analysis of Guardian Wealth Management, Inc.'s Holdings
Currently, Guardian Wealth Management, Inc. holds 67 types of securities in its portfolio with a total value $170.3M. In the most recent quarter, they have increased their positions in VTV (+64.9K shares, valued at $12.4M), XLE (+88.6K shares, valued at $4.0M), CAT (+5.4K shares, valued at $3.1M); decreased their positions in OXY (-64.1K shares, valued at $2.6M), LKQ (-81.3K shares, valued at $2.5M), NICE (-17.4K shares, valued at $2.0M); initiated new positions in VTV (+64.9K shares, valued at $12.4M), XLE (+88.6K shares, valued at $4.0M), N/A (+232.7K shares, valued at $1.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV VANGUARD VALUE ETF64.9K sharesnew addition2025-12-312026-02-13
STRL STERLING INFRASTRUCTURE INC COM33.5K shares-1.43%2025-12-312026-02-13 LLY ELI LILLY & CO COM7.2K shares0.55%2025-12-312026-02-13 ABBV ABBVIE INC COM29.3K shares-2.75%2025-12-312026-02-13 AZO AUTOZONE INC COM2.0K shares-1.65%2025-12-312026-02-13 NNI NELNET INC CL A49.2K shares-0.54%2025-12-312026-02-13 SSNC SS&C TECHNOLOGIES HLDGS INC COM57.0K shares-0.90%2025-12-312026-02-13 CAT CATERPILLAR INC COM7.7K shares232.42%2025-12-312026-02-13 BN BROOKFIELD CORP CL A LTD VT SH91.6K shares48.59%2025-12-312026-02-13 ASML ASML HLDG NV N Y REGISTRY SHS3.7K shares-0.98%2025-12-312026-02-13 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF88.6K sharesnew addition2025-12-312026-02-13 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF46.0K shares22.61%2025-12-312026-02-13 UTI UNIVERSAL TECHNICAL INST INC COM137.7K shares-3.27%2025-12-312026-02-13 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF42.8K shares26.46%2025-12-312026-02-13 AYI ACUITY INC COM9.8K shares0.03%2025-12-312026-02-13 CASH PATHWARD FINANCIAL INC COM48.2K shares18.95%2025-12-312026-02-13 WM WASTE MGMT INC DEL COM15.0K shares-1.71%2025-12-312026-02-13 ABT ABBOTT LABS COM25.5K shares-8.74%2025-12-312026-02-13 JNJ JOHNSON & JOHNSON COM13.8K shares-0.12%2025-12-312026-02-13 NPK NATIONAL PRESTO INDS INC COM25.8K shares-5.47%2025-12-312026-02-13 MA MASTERCARD INCORPORATED CL A4.3K shares-0.80%2025-12-312026-02-13 LKQ LKQ CORP COM77.9K shares-51.07%2025-12-312026-02-13 OMC OMNICOM GROUP INC COM28.1K shares-10.25%2025-12-312026-02-13 PEP PEPSICO INC COM15.8K shares-2.18%2025-12-312026-02-13 PG PROCTER & GAMBLE CO COM15.1K shares-7.88%2025-12-312026-02-13 COP CONOCOPHILLIPS COM21.0K shares-35.43%2025-12-312026-02-13 PX P10 INC COM CL A199.0K shares-44.05%2025-12-312026-02-13 STAG STAG INDUSTRIAL INC COM51.2K shares-1.14%2025-12-312026-02-13 OXY OCCIDENTAL PETE CORP COM41.3K shares-60.83%2025-12-312026-02-13 WBD WARNER BROS DISCOVERY INC COM SER A56.9K shares-1.04%2025-12-312026-02-13 MMM 3M CO COM10.2K shares-0.92%2025-12-312026-02-13 LH LABCORP HOLDINGS INC COM SHS6.2K shares-0.03%2025-12-312026-02-13 SCHB SCHWAB U.S. BROAD MARKET ETF55.5K shares-2.71%2025-12-312026-02-13 DIS DISNEY WALT CO COM12.1K shares-4.83%2025-12-312026-02-13 LMT LOCKHEED MARTIN CORP COM2.8K shares-1.13%2025-12-312026-02-13 AAPL APPLE INC COM4.9K shares-3.71%2025-12-312026-02-13 SCHD SCHWAB US DIVIDEND EQUITY ETF48.3K shares-2.20%2025-12-312026-02-13 PINE ALPINE INCOME PPTY TR INC COM67.1K shares3.24%2025-12-312026-02-13 NICE NICE LTD SPONSORED ADR9.1K shares-65.68%2025-12-312026-02-13 KMB KIMBERLY-CLARK CORP COM8.5K shares-48.78%2025-12-312026-02-13 NWN NORTHWEST NAT HLDG CO COM17.0K shares1.60%2025-12-312026-02-13 GPN GLOBAL PMTS INC COM8.9K shares-62.69%2025-12-312026-02-13 BR BROADRIDGE FINL SOLUTIONS INC COM3.1K shares-2.79%2025-12-312026-02-13 FRPH FRP HLDGS INC COM27.0K shares-75.87%2025-12-312026-02-13 PSX PHILLIPS 66 COM4.4K shares-1.09%2025-12-312026-02-13 VBR VANGUARD SMALL CAP VALUE ETF2.5K shares1.56%2025-12-312026-02-13 NVDA NVIDIA CORPORATION COM2.8K shares44.13%2025-12-312026-02-13 VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF6.2K sharesnew addition2025-12-312026-02-13 MSFT MICROSOFT CORP COM934 shares-25.04%2025-12-312026-02-13 EXP EAGLE MATLS INC COM2.0K sharesnew addition2025-12-312026-02-13 PLTR PALANTIR TECHNOLOGIES INC CL A2.4K shares-4.51%2025-12-312026-02-13 GRMN GARMIN LTD SHS1.4K shares0.07%2025-12-312026-02-13 VOOV VANGUARD S&P 500 VALUE ETF1.3K shares1.20%2025-12-312026-02-13 JPM JPMORGAN CHASE & CO COM670 shares-0.15%2025-12-312026-02-13 DE DEERE & CO COM454 shares0.00%2025-12-312026-02-13 KLAC KLA CORP COM NEW171 sharesnew addition2025-12-312026-02-13 BSM BLACK STONE MINERALS L P COM UNIT12.4K shares0.32%2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available