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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
Infosys LTD Sponsored ADR(INFY)ADR456788108$14.9K8000.0%
Integer Hldgs Corp COM(ITGR)Stock45826H109$15.2K1310.0%
Blackstone Inc COM(BX)Stock09260D107$15.4K1250.0%
Edison Intl COM(EIX)Stock281020107$15.7K2180.0%
Williams COS Inc COM(WMB)Stock969457100$17.1K4020.0%
Amazon COM Inc COM(AMZN)Stock023135106$17.4K900.0%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$17.5K2410.0%
Vanguard Financials ETF(VFH)ETF92204A405$18.6K1860.0%
Aflac Inc COM(AFL)Stock001055102$19.2K2150.0%
BCE Inc COM New(BCE)Stock05534B760$19.4K5990.0%
Vanguard Small-Cap Growth ETF(VBK)ETF922908595$21.7K870.0%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$21.9K5280.0%
Alliancebernstein Hldg L P Unit LTD Partn(AB)Stock01881G106$22.0K6500.0%
Vanguard Mid-Cap Value ETF(VOE)ETF922908512$24.7K1640.0%
Oracle Corp COM(ORCL)Stock68389X105$24.8K1760.0%
Universal Technical Inst Inc COM(UTI)Stock913915104$25.0K1,5890.0%
United Parcel Service Inc CL B(UPS)Stock911312106$27.1K1980.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$27.3K1760.0%
Diageo PLC Spon ADR New(DGED)ADR25243Q205$27.5K2180.0%
Vanguard Ftse All-World Ex-US Small-Cap ETF(VSS)ETF922042718$28.9K2460.0%
Vanguard Ftse All-World Ex-US Index Fund(VEU)ETF922042775$29.4K5020.0%
Vanguard Russell 1000 Value ETF(VONV)ETF92206C714$30.8K4020.0%
Eaton Corp PLC SHS(ETN)StockG29183103$32.3K1030.0%
General MLS Inc COM(GIS)Stock370334104$32.8K5180.0%
Nextera Energy Inc COM(NEE)Stock65339F101$32.8K4630.0%
Schwab U.S. Mid-Cap ETF(SCHM)ETF808524508$33.2K4260.0%
Invesco S&P 500 Equal Weight Health Care ETF(RSPH)ETF46137V332$34.1K1,1350.0%
Tesla Inc COM(TSLA)Stock88160R101$36.0K1820.0%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$36.5K1990.0%
Verizon Communications Inc COM(VZ)Stock92343V104$36.7K8900.0%
BP PLC Sponsored ADR(BP)ADR055622104$40.8K1,1300.0%
Sanofi Sponsored ADR(SNY)ADR80105N105$42.4K8730.0%
Silvercrest Asset Mgmt Group I CL A(SAMG)Stock828359109$44.4K2,8480.0%
S&P Global Inc COM(SPGI)Stock78409V104$44.6K1000.0%
Nvidia Corporation COM(NVDA)Stock67066G104$46.3K3750.0%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$47.4K7380.0%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$48.2K2930.0%
Seagate Technology Hldngs PLC ORD SHS(STX)StockG7997R103$51.8K5020.0%
Ford MTR Co del COM(F)Stock345370860$57.7K4,6020.0%
Grayscale Bitcoin Trust(GBTC)ETF389637109$58.4K1,0960.0%
Amgen Inc COM(AMGN)Stock031162100$60.8K1950.0%
Pfizer Inc COM(PFE)Stock717081103$61.0K2,1790.0%
Home Depot Inc COM(HD)Stock437076102$62.4K1810.0%
Illinois Tool WKS Inc COM(ITW)Stock452308109$63.3K2670.0%
Honeywell Intl Inc COM(HON)Stock438516106$65.6K3070.1%
Unitedhealth Group Inc COM(UNH)Stock91324P102$65.9K1290.1%
Ishares Msci Acwi EX U.S. ETF(ACWX)ETF464288240$68.1K1,2820.1%
Hubbell Inc COM(HUBB)Stock443510607$68.3K1870.1%
Sonoco Prods Co COM(SON)Stock835495102$70.2K1,3840.1%
Esquire Finl Hldgs Inc COM(ESQ)Stock29667J101$70.5K1,4800.1%
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