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Guardian Wealth Management, Inc.

Q1 2024 Holdings

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

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IssuerClassCUSIPValue ↑Shares% Portfolio
Integer Hldgs Corp COM(ITGR)Stock45826H109$15.3K1310.0%
Edison Intl COM(EIX)Stock281020107$16.0K2260.0%
Amazon COM Inc COM(AMZN)Stock023135106$16.2K900.0%
Blackstone Inc COM(BX)Stock09260D107$16.5K1260.0%
HNI Corp COM(HNI)Stock404251100$17.0K3780.0%
Williams COS Inc COM(WMB)Stock969457100$17.2K4410.0%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$17.5K2360.0%
Aflac Inc COM(AFL)Stock001055102$18.4K2140.0%
Vanguard Financials ETF(VFH)ETF92204A405$19.0K1860.0%
BCE Inc COM New(BCE)Stock05534B760$20.4K5990.0%
Oracle Corp COM(ORCL)Stock68389X105$22.0K1750.0%
Alliancebernstein Hldg L P Unit LTD Partn(AB)Stock01881G106$22.3K6410.0%
Vanguard Small-Cap Growth ETF(VBK)ETF922908595$22.6K870.0%
Universal Technical Inst Inc COM(UTI)Stock913915104$25.3K1,5890.0%
Vanguard Mid-Cap Value ETF(VOE)ETF922908512$25.6K1640.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$28.1K1740.0%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$28.3K5220.0%
Vanguard Ftse All-World Ex-US Small-Cap ETF(VSS)ETF922042718$28.7K2460.0%
United Parcel Service Inc CL B(UPS)Stock911312106$29.0K1950.0%
Vanguard Ftse All-World Ex-US Index Fund(VEU)ETF922042775$29.4K5010.0%
Nextera Energy Inc COM(NEE)Stock65339F101$29.4K4600.0%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$30.3K1990.0%
Vanguard Russell 1000 Value ETF(VONV)ETF92206C714$31.6K4020.0%
Tesla Inc COM(TSLA)Stock88160R101$32.0K1820.0%
Diageo PLC Spon ADR New(DGED)ADR25243Q205$32.4K2180.0%
Invesco S&P 500 Equal Weight Health Care ETF(RSPH)ETF46137V332$36.0K1,1330.0%
General MLS Inc COM(GIS)Stock370334104$36.1K5160.0%
Verizon Communications Inc COM(VZ)Stock92343V104$36.7K8750.0%
Eaton Corp PLC SHS(ETN)StockG29183103$36.9K1180.0%
Schwab U.S. Mid-Cap ETF(SCHM)ETF808524508$41.5K5100.0%
Sanofi Sponsored ADR(SNY)ADR80105N105$42.4K8730.0%
S&P Global Inc COM(SPGI)Stock78409V104$42.5K1000.0%
BP PLC Sponsored ADR(BP)ADR055622104$42.5K1,1290.0%
Silvercrest Asset Mgmt Group I CL A(SAMG)Stock828359109$44.5K2,8130.0%
Seagate Technology Hldngs PLC ORD SHS(STX)StockG7997R103$48.0K5160.0%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$49.7K2930.0%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$50.2K6230.0%
Amgen Inc COM(AMGN)Stock031162100$55.1K1940.0%
Pfizer Inc COM(PFE)Stock717081103$60.2K2,1710.0%
Ford MTR Co del COM(F)Stock345370860$61.1K4,6020.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$63.9K1290.0%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$64.1K1,0330.0%
Home Depot Inc COM(HD)Stock437076102$69.2K1800.1%
Grayscale Bitcoin Trust(GBTC)ETF389637109$69.2K1,0960.1%
Esquire Finl Hldgs Inc COM(ESQ)Stock29667J101$70.0K1,4750.1%
Ishares Msci Acwi EX U.S. ETF(ACWX)ETF464288240$70.4K1,3190.1%
Illinois Tool WKS Inc COM(ITW)Stock452308109$71.6K2670.1%
Invesco S&P 500 High Beta ETF(SPHB)ETF46138E370$76.5K8720.1%
Wisdomtree U.S. AI Enhanced Value Fund(AIVL)ETF97717W406$77.0K7560.1%
Coca Cola Co COM(KO)Stock191216100$77.5K1,2660.1%
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