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Guardian Wealth Management, Inc.

Q2 2024 Holdings

Filed 2024-08-08 | 246 holdings | $130.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
UGI Corp New COM(UGI)Stock902681105$3.5K1510.0%
Alliant Energy Corp COM(LNT)Stock018802108$3.8K750.0%
Lamb Weston Hldgs Inc COM(LW)Stock513272104$4.1K490.0%
Neogen Corp COM(NEOG)Stock640491106$4.2K2700.0%
Schwab International Small-Cap Equity ETF(SCHC)ETF808524888$4.3K1210.0%
Conagra Brands Inc COM(CAG)Stock205887102$4.5K1570.0%
Gamestop Corp New CL A(GME)Stock36467W109$4.6K1860.0%
Starbucks Corp COM(SBUX)Stock855244109$4.9K630.0%
Helmerich & Payne Inc COM(HP)Stock423452101$5.6K1540.0%
PPL Corp COM(PPL)Stock69351T106$5.6K2020.0%
Wipro LTD Spon ADR 1 SH(WIT)ADR97651M109$6.0K9810.0%
Lowes COS Inc COM(LOW)Stock548661107$6.5K300.0%
Invesco S&P 500 Equal Weight Financials ETF(RSPF)ETF46137V340$6.6K1070.0%
Vanguard Value ETF(VTV)ETF922908744$6.6K410.0%
Schwab Short-Term US Treasury ETF(SCHO)ETF808524862$6.7K1380.0%
Perimeter Solutions SA Common Stock(PRM)StockL7579L106$6.7K8550.0%
Western Asset Managed Muns FD COM(MMU)CEF95766M105$6.9K6680.0%
RTX Corporation COM(RTX)Stock75513E101$7.7K760.0%
Albertsons COS Inc Common Stock(ACI)Stock013091103$8.1K4080.0%
Vanguard Total Bond Market ETF(BND)ETF921937835$8.3K1150.0%
BlackRock Inc COM(BLKCHF)Stock09247X101$8.6K110.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$8.7K320.0%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$8.8K970.0%
Zimmer Biomet Holdings Inc COM(ZBH)Stock98956P102$8.9K820.0%
Southern Co COM(SO)Stock842587107$8.9K1150.0%
Brookfield Reins LTD CL A-1 Exch NonvStockG16250204$9.1K2170.0%
Proshares S&P 500 Dividend Aristocrats ETF(NOBL)ETF74348A467$9.3K960.0%
Mid-Amer APT Cmntys Inc COM(MAA)REIT59522J103$9.3K650.0%
Camden Ppty TR SH BEN INT(CPT)REIT133131102$9.3K850.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$9.5K520.0%
Pimco Investment Grade Corporate Bond Index ETF(CORP)ETF72201R817$9.8K1030.0%
Emerson Elec Co COM(EMR)Stock291011104$10.1K910.0%
Kroger Co COM(KR)Stock501044101$10.3K2060.0%
Price T Rowe Group Inc COM(TROW)Stock74144T108$10.7K930.0%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$10.9K600.0%
Manulife Finl Corp COM(MFC)Stock56501R106$11.0K4140.0%
GSK PLC Sponsored ADR(GSK)ADR37733W204$11.3K2930.0%
Crown Castle Inc COM(CCI)REIT22822V101$11.4K1160.0%
Plymouth Indl REIT Inc COM(PLYM)REIT729640102$11.8K5500.0%
International Business Machs COM(IBM)Stock459200101$11.9K690.0%
US Bancorp del COM New(USB)Stock902973304$11.9K3000.0%
Spdr S&P Aerospace & Defense ETF(XAR)ETF78464A631$11.9K850.0%
The Cigna Group COM(CI)Stock125523100$12.1K370.0%
GE Aerospace COM New(GE)Stock369604301$12.5K790.0%
Chevron Corp New COM(CVX)Stock166764100$12.6K810.0%
Postal Realty Trust Inc CL A(PSTL)REIT73757R102$12.7K9500.0%
HNI Corp COM(HNI)Stock404251100$12.8K2830.0%
Automatic Data Processing Inc COM(ADP)Stock053015103$12.8K540.0%
Power Integrations Inc COM(POWI)Stock739276103$14.0K2000.0%
Vanguard Russell 1000 Growth ETF(VONG)ETF92206C680$14.2K1520.0%
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