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Guardian Wealth Management, Inc.

Q1 2022 Holdings

Filed 2022-05-13 | 238 holdings | $9.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Sonoco Prods Co COM(SON)Stock835495102$1252,0000.0%
Black Stone Minerals L P COM Unit(BSM)Stock09225M101$13610,1090.0%
Esquire Finl Hldgs Inc COM(ESQ)Stock29667J101$1464,3420.0%
Vanguard Long-Term Bond Index Fund(BLV)ETF921937793$1491,6290.0%
United Parcel Service Inc CL B(UPS)Stock911312106$1527070.0%
Vanguard Short-Term Bond Index Fund(BSV)ETF921937827$1572,0130.0%
Wisdomtree U.S. AI Enhanced Value Fund(AIVL)ETF97717W406$1651,6680.0%
Verizon Communications Inc COM(VZ)Stock92343V104$1743,4130.0%
Alpine Income Ppty TR Inc COM(PINE)REIT02083X103$1799,5370.0%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$184660.0%
Vanguard Intermediate-Term Bond Index Fund(BIV)ETF921937819$2012,4590.0%
Jewett Cameron Trading LTD COM New(JCTC)Stock47733C207$21030,2070.0%
RPM Intl Inc COM(RPM)Stock749685103$2292,8070.0%
Genuine Parts Co COM(GPC)Stock372460105$2361,8740.0%
Bunge Limited COM(BG)StockG16962105$2722,4520.0%
Northwest NAT Hldg Co COM(NWN)Stock66765N105$2725,2570.0%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$28210,1700.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$2943,9960.0%
Caterpillar Inc COM(CAT)Stock149123101$2971,3340.0%
Wisdomtree U.S. Quality Dividend Growth Fund(DGRW)ETF97717X669$3004,7140.0%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$3066,4680.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$3083,9080.0%
Vanguard S&P 500 ETF(VOO)ETF922908363$3167600.0%
Edison Intl COM(EIX)Stock281020107$3164,5100.0%
Huntington Bancshares Inc COM(HBAN)Stock446150104$36324,8520.0%
Analog Devices Inc COM(ADI)Stock032654105$3672,2200.0%
Xylem Inc COM(XYL)Stock98419M100$3794,4410.0%
Microsoft Corp COM(MSFT)Stock594918104$3951,2830.0%
Schwab International Equity ETF(SCHF)ETF808524805$42611,5940.0%
Garmin LTD SHS(GRMN)StockH2906T109$4403,7090.0%
Mohawk Inds Inc COM(MHK)Stock608190104$6104,9130.0%
Wells Fargo Co New COM(WFC)Stock949746101$65113,4320.0%
Astrazeneca PLC Sponsored ADR(AZN)ADR046353108$72510,9250.0%
Broadridge Finl Solutions Inc COM(BR)Stock11133T103$7604,8800.0%
Verisk Analytics Inc COM(VRSK)Stock92345Y106$8373,9000.0%
3M Co COM(MMM)Stock88579Y101$8855,9440.0%
Mastercraft Boat Hldgs Inc COM(MCFT)Stock57637H103$88836,0670.0%
Colgate Palmolive Co COM(CL)Stock194162103$90211,8920.0%
Unilever PLC Spon ADR NewADR904767704$90719,9130.0%
1847 Goedeker Inc COMStock28252C109$930484,4030.0%
Apple Inc COM(AAPL)Stock037833100$9465,4160.0%
Eastman Chem Co COM(EMN)Stock277432100$9548,5100.0%
Skyworks Solutions Inc COM(SWKS)Stock83088M102$9737,2990.0%
FRP Hldgs Inc COM(FRPH)Stock30292L107$1.1K18,9810.0%
Lilly ELI & Co COM(LLY)Stock532457108$1.1K3,9220.0%
Mastercard Incorporated CL A(MA)Stock57636Q104$1.2K3,2750.0%
Pinterest Inc CL A(PINS)Stock72352L106$1.2K48,0630.0%
American Elec PWR Co Inc COM(AEP)Stock025537101$1.2K11,9850.0%
Becton Dickinson & Co COM(BDX)Stock075887109$1.2K4,5490.0%
Medical Pptys Trust Inc COM(MPT)REIT58463J304$1.2K57,3040.0%
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