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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
Sonoco Prods Co COM(SON)Stock835495102$79.8K1,3800.1%
Seneca Foods Corp New CL A(SENEA)Stock817070501$80.3K1,4110.1%
Huntington Bancshares Inc COM(HBAN)Stock446150104$81.3K5,8250.1%
AIR Prods & Chems Inc COM(APD)Stock009158106$82.7K3410.1%
General Dynamics Corp COM(GD)Stock369550108$84.0K2970.1%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$88.5K1,7970.1%
RLI Corp COM(RLI)Stock749607107$88.6K5970.1%
Mind C T I LTD ORDStockM70240102$97.9K51,6100.1%
Honeywell Intl Inc COM(HON)Stock438516106$100.4K4890.1%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$103.6K1,7850.1%
Merck & Co Inc COM(MRK)Stock58933Y105$107.9K8180.1%
Bunge Global SA COM SHS(BG)StockH11356104$108.4K1,0570.1%
Vanguard Long-Term Bond ETF(BLV)ETF921937793$122.8K1,6980.1%
Exxon Mobil Corp COM(XOM)Stock30231G102$123.1K1,0590.1%
Hubbell Inc COM(HUBB)Stock443510607$123.6K2980.1%
Siteone Landscape Supply Inc COM(SITE)Stock82982L103$124.8K7150.1%
Burford Cap LTD ORD SHS(BUR)StockG17977110$129.1K8,0820.1%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$131.1K6290.1%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$133.1K1,7360.1%
Novo-Nordisk A S ADR(NVO)ADR670100205$134.8K1,0500.1%
Schwab International Equity ETF(SCHF)ETF808524805$136.6K3,5000.1%
Cisco SYS Inc COM(CSCO)Stock17275R102$140.0K2,8050.1%
JPMorgan Chase & Co COM(JPM)Stock46625H100$145.3K7250.1%
KLA Corp COM New(KLAC)Stock482480100$149.1K2130.1%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$152.2K3620.1%
Vanguard Intermediate-Term Bond ETF(BIV)ETF921937819$161.3K2,1390.1%
Vanguard S&P 500 Value ETF(VOOV)ETF921932703$171.7K9510.1%
Jewett Cameron Trading LTD COM New(JCTC)Stock47733C207$172.6K32,4420.1%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$180.7K2,3370.1%
Genuine Parts Co COM(GPC)Stock372460105$183.8K1,1860.1%
Wisdomtree US Quality Dividend Growth Fund(DGRW)ETF97717X669$185.3K2,4320.1%
Deere & Co COM(DE)Stock244199105$200.4K4880.2%
Black Stone Minerals L P COM Unit(BSM)Stock09225M101$200.8K12,5680.2%
Garmin LTD SHS(GRMN)StockH2906T109$222.2K1,4930.2%
Fortrea Hldgs Inc Common Stock(FTRE)Stock34965K107$238.2K5,9350.2%
Vanguard Small Cap Value ETF(VBR)ETF922908611$260.9K1,3600.2%
Analog Devices Inc COM(ADI)Stock032654105$282.9K1,4300.2%
American Elec PWR Co Inc COM(AEP)Stock025537101$294.8K3,4230.2%
Wells Fargo Co New COM(WFC)Stock949746101$302.8K5,2240.2%
Astrazeneca PLC Sponsored ADR(AZN)ADR046353108$303.0K4,4730.2%
British Amern TOB PLC Sponsored ADR(BMTA)ADR110448107$318.7K10,4490.2%
Liberty Media Corp del COM Lbty LIV S C(LLYVK*)Stock531229722$335.4K7,6530.3%
Eastman Chem Co COM(EMN)Stock277432100$393.9K3,9310.3%
Northwest NAT Hldg Co COM(NWN)Stock66765N105$430.4K11,5650.3%
Warner Bros Discovery Inc COM SER A(WBD)Stock934423104$493.1K56,4800.4%
Microsoft Corp COM(MSFT)Stock594918104$517.5K1,2300.4%
Alpine Income Ppty TR Inc COM(PINE)REIT02083X103$669.3K43,7990.5%
Caterpillar Inc COM(CAT)Stock149123101$790.6K2,1580.6%
3M Co COM(MMM)Stock88579Y101$818.1K7,7120.6%
Hanesbrands Inc COM(HN9)Stock410345102$834.1K143,8140.6%
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