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Guardian Wealth Management, Inc.

Q3 2023 Holdings

Filed 2023-11-01 | 226 holdings | $106.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
BP PLC Sponsored ADR(BP)ADR055622104$6.5K1670.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$6.8K520.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$6.8K320.0%
BlackRock Inc COM(BLKCHF)Stock09247X101$6.9K110.0%
Southern Co COM(SO)Stock842587107$7.2K1110.0%
Schwab Short-Term US Treasury ETF(SCHO)ETF808524862$7.4K1540.0%
Vanguard Total Bond Market ETF(BND)ETF921937835$8.0K1150.0%
Camden Ppty TR SH BEN INT(CPT)REIT133131102$8.0K850.0%
Mid-Amer APT Cmntys Inc COM(MAA)REIT59522J103$8.4K650.0%
Proshares S&P 500 Dividend Aristocrats ETF(NOBL)ETF74348A467$8.5K960.0%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$8.8K970.0%
West Bancorporation Inc Cap STK(WTBA)Stock95123P106$9.0K5490.0%
Kroger Co COM(KR)Stock501044101$9.1K2030.0%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$9.1K590.0%
Albertsons COS Inc Common Stock(ACI)Stock013091103$9.3K4080.0%
Spdr S&P Aerospace & Defense ETF(XAR)ETF78464A631$9.5K850.0%
US Bancorp del COM New(USB)Stock902973304$9.5K2880.0%
Integer Hldgs Corp COM(ITGR)Stock45826H109$10.3K1310.0%
Vanguard Russell 1000 Growth ETF(VONG)ETF92206C680$10.3K1510.0%
Price T Rowe Group Inc COM(TROW)Stock74144T108$10.5K1000.0%
Pathward Financial Inc COM(CASH)Stock59100U108$10.5K2280.0%
Vanguard Small-Cap Growth ETF(VBK)ETF922908595$11.2K520.0%
Plymouth Indl REIT Inc COM(PLYM)REIT729640102$11.5K5500.0%
Amazon COM Inc COM(AMZN)Stock023135106$11.8K930.0%
Pimco Investment Grade Corporate Bond Index ETF(CORP)ETF72201R817$12.6K1380.0%
Vanguard Mid-Cap Value ETF(VOE)ETF922908512$12.7K970.0%
Postal Realty Trust Inc CL A(PSTL)REIT73757R102$12.8K9500.0%
Blackstone Inc COM(BX)Stock09260D107$13.3K1240.0%
Universal Technical Inst Inc COM(UTI)Stock913915104$13.3K1,5890.0%
Helmerich & Payne Inc COM(HP)Stock423452101$13.6K3210.0%
GSK PLC Sponsored ADR(GSK)ADR37733W204$14.5K3990.0%
Ishares Iboxx $ High Yield Corporate Bond ETF(HYG)ETF464288513$14.5K1960.0%
Williams COS Inc COM(WMB)Stock969457100$14.7K4380.0%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$15.0K2330.0%
Vaneck High Yield Muni ETF(HYD)ETF92189H409$15.5K3160.0%
Schwab International Small-Cap Equity ETF(SCHC)ETF808524888$18.1K5600.0%
Oracle Corp COM(ORCL)Stock68389X105$18.4K1740.0%
Chevron Corp New COM(CVX)Stock166764100$18.9K1120.0%
Vanguard Value ETF(VTV)ETF922908744$19.1K1380.0%
Olin Corp COM PAR $1(OLN)Stock680665205$20.2K4040.0%
HNI Corp COM(HNI)Stock404251100$20.4K5880.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$20.9K1700.0%
Crown Castle Inc COM(CCI)REIT22822V101$21.2K2300.0%
Pfizer Inc COM(PFE)Stock717081103$21.6K6500.0%
Lululemon Athletica Inc COM(LULU)Stock550021109$22.0K570.0%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$23.4K4030.0%
Starbucks Corp COM(SBUX)Stock855244109$24.0K2630.0%
Grupo Aeropuerto del Pacifico Spon ADR B(G9N)ADR400506101$24.8K1510.0%
Eaton Corp PLC SHS(ETN)StockG29183103$25.2K1180.0%
Vanguard Ftse All-World Ex-US Small-Cap ETF(VSS)ETF922042718$26.0K2450.0%
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