IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Guardian Wealth Management, Inc.

Q1 2024 Holdings

Filed 2024-05-14 | 244 holdings | $129.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Spdr Bloomberg Investment Grade Floating Rate ETF(FLRN)ETF78468R200$3.4K1090.0%
Indivior PLC ORD(INDV)StockG4766E116$3.4K1600.0%
UGI Corp New COM(UGI)Stock902681105$3.7K1510.0%
Alliant Energy Corp COM(LNT)Stock018802108$3.8K750.0%
Dollar GEN Corp New COM(DG)Stock256677105$4.0K260.0%
Neogen Corp COM(NEOG)Stock640491106$4.3K2700.0%
Schwab International Small-Cap Equity ETF(SCHC)ETF808524888$4.3K1210.0%
Conagra Brands Inc COM(CAG)Stock205887102$4.7K1570.0%
Lamb Weston Hldgs Inc COM(LW)Stock513272104$5.2K490.0%
PPL Corp COM(PPL)Stock69351T106$5.6K2020.0%
Starbucks Corp COM(SBUX)Stock855244109$5.7K630.0%
Perimeter Solutions SA Common Stock(PRM)StockL7579L106$6.3K8550.0%
Vanguard Value ETF(VTV)ETF922908744$6.7K410.0%
Schwab Short-Term US Treasury ETF(SCHO)ETF808524862$6.8K1420.0%
Invesco S&P 500 Equal Weight Financials ETF(RSPF)ETF46137V340$6.9K1070.0%
Western Asset Managed Muns FD COM(MMU)CEF95766M105$7.0K6680.0%
RTX Corporation COM(RTX)Stock75513E101$7.4K760.0%
Lowes COS Inc COM(LOW)Stock548661107$7.5K300.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$7.8K520.0%
Westrock Co COM(WRKUSD)Stock96145D105$8.1K1640.0%
Southern Co COM(SO)Stock842587107$8.2K1140.0%
Vanguard Total Bond Market ETF(BND)ETF921937835$8.4K1150.0%
Camden Ppty TR SH BEN INT(CPT)REIT133131102$8.4K850.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$8.4K320.0%
Mid-Amer APT Cmntys Inc COM(MAA)REIT59522J103$8.6K650.0%
Albertsons COS Inc Common Stock(ACI)Stock013091103$8.7K4080.0%
Brookfield Reins LTD CL A-1 Exch NonvStockG16250204$9.0K2170.0%
BlackRock Inc COM(BLKCHF)Stock09247X101$9.1K110.0%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$9.2K970.0%
Helmerich & Payne Inc COM(HP)Stock423452101$9.5K2260.0%
Proshares S&P 500 Dividend Aristocrats ETF(NOBL)ETF74348A467$9.8K960.0%
Manulife Finl Corp COM(MFC)Stock56501R106$10.3K4140.0%
Emerson Elec Co COM(EMR)Stock291011104$10.4K910.0%
Zimmer Biomet Holdings Inc COM(ZBH)Stock98956P102$10.8K820.0%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$10.9K600.0%
Pimco Investment Grade Corporate Bond Index ETF(CORP)ETF72201R817$11.1K1160.0%
Price T Rowe Group Inc COM(TROW)Stock74144T108$11.2K920.0%
Kroger Co COM(KR)Stock501044101$11.7K2050.0%
Spdr S&P Aerospace & Defense ETF(XAR)ETF78464A631$11.9K850.0%
Crown Castle Inc COM(CCI)REIT22822V101$12.2K1160.0%
Plymouth Indl REIT Inc COM(PLYM)REIT729640102$12.4K5500.0%
GSK PLC Sponsored ADR(GSK)ADR37733W204$12.6K2930.0%
Chevron Corp New COM(CVX)Stock166764100$12.6K800.0%
International Business Machs COM(IBM)Stock459200101$13.1K690.0%
Vanguard Russell 1000 Growth ETF(VONG)ETF92206C680$13.2K1520.0%
US Bancorp del COM New(USB)Stock902973304$13.2K2960.0%
The Cigna Group COM(CI)Stock125523100$13.3K370.0%
Automatic Data Processing Inc COM(ADP)Stock053015103$13.4K540.0%
Postal Realty Trust Inc CL A(PSTL)REIT73757R102$13.6K9500.0%
GE Aerospace COM New(GE)Stock369604301$13.8K790.0%
PreviousPage 2 of 5Next