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Guardian Wealth Management, Inc.

Q2 2023 Holdings

Filed 2023-08-14 | 228 holdings | $109.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Haleon PLC Spon ADS(HLN)ADR405552100$5.7K6750.0%
Neogen Corp COM(NEOG)Stock640491106$5.9K2700.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$6.2K520.0%
Lowes COS Inc COM(LOW)Stock548661107$6.6K290.0%
RTX Corporation COM(RTX)Stock75513E101$7.3K740.0%
BlackRock Inc COM(BLKCHF)Stock09247X101$7.4K110.0%
Schwab Short-Term US Treasury ETF(SCHO)ETF808524862$7.5K1560.0%
Southern Co COM(SO)Stock842587107$7.8K1100.0%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$7.9K970.0%
Vanguard Total Bond Market ETF(BND)ETF921937835$8.4K1150.0%
Ishares Russell 2000 ETF(IWM)ETF464287655$8.9K470.0%
Albertsons COS Inc Common Stock(ACI)Stock013091103$8.9K4080.0%
Proshares S&P 500 Dividend Aristocrats ETF(NOBL)ETF74348A467$9.1K960.0%
Camden Ppty TR SH BEN INT(CPT)REIT133131102$9.3K850.0%
US Bancorp del COM New(USB)Stock902973304$9.4K2850.0%
Kroger Co COM(KR)Stock501044101$9.5K2010.0%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$9.5K580.0%
Pathward Financial Inc COM(CASH)Stock59100U108$9.6K2080.0%
Mid-Amer APT Cmntys Inc COM(MAA)REIT59522J103$9.9K650.0%
West Bancorporation Inc Cap STK(WTBA)Stock95123P106$10.0K5420.0%
Spdr S&P Aerospace & Defense ETF(XAR)ETF78464A631$10.3K850.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$10.6K480.0%
Embecta Corp Common Stock(EMBC)Stock29082K105$10.7K4940.0%
Vanguard Russell 1000 Growth ETF(VONG)ETF92206C680$10.7K1510.0%
Universal Technical Inst Inc COM(UTI)Stock913915104$11.0K1,5890.0%
Price T Rowe Group Inc COM(TROW)Stock74144T108$11.1K990.0%
Helmerich & Payne Inc COM(HP)Stock423452101$11.4K3210.0%
Blackstone Inc COM(BX)Stock09260D107$11.4K1230.0%
Integer Hldgs Corp COM(ITGR)Stock45826H109$11.6K1310.0%
Vanguard Small-Cap Growth ETF(VBK)ETF922908595$12.0K520.0%
Plymouth Indl REIT Inc COM(PLYM)REIT729640102$12.7K5500.0%
Vanguard Mid-Cap Value ETF(VOE)ETF922908512$13.4K970.0%
Postal Realty Trust Inc CL A(PSTL)REIT73757R102$14.0K9500.0%
Ishares Iboxx $ High Yield Corporate Bond ETF(HYG)ETF464288513$14.7K1960.0%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$15.7K2330.0%
Vaneck High Yield Muni ETF(HYD)ETF92189H409$16.0K3130.0%
HNI Corp COM(HNI)Stock404251100$16.5K5860.0%
Chevron Corp New COM(CVX)Stock166764100$17.5K1110.0%
Schwab International Small-Cap Equity ETF(SCHC)ETF808524888$19.0K5640.0%
Pimco Investment Grade Corporate Bond Index ETF(CORP)ETF72201R817$19.3K2040.0%
GSK PLC Sponsored ADR(GSK)ADR37733W204$19.4K5450.0%
Williams COS Inc COM(WMB)Stock969457100$19.5K5980.0%
Oracle Corp COM(ORCL)Stock68389X105$20.6K1730.0%
Olin Corp COM PAR $1(OLN)Stock680665205$20.7K4030.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$21.2K1680.0%
Lululemon Athletica Inc COM(LULU)Stock550021109$21.6K570.0%
Vanguard Value ETF(VTV)ETF922908744$22.1K1560.0%
Eaton Corp PLC SHS(ETN)StockG29183103$23.7K1180.0%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$24.1K1990.0%
Starbucks Corp COM(SBUX)Stock855244109$25.9K2610.0%
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