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Guardian Wealth Management, Inc.

Q3 2024 Holdings

Filed 2024-11-15 | 244 holdings | $141.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Helmerich & Payne Inc COM(HP)Stock423452101$4.7K1540.0%
GE Vernova Inc COM(GEV)Stock36828A101$4.8K190.0%
Conagra Brands Inc COM(CAG)Stock205887102$5.1K1570.0%
Schwab Short-Term US Treasury ETF(SCHO)ETF808524862$5.9K1200.0%
Grayscale Bitcoin Mini Trust ETFETF389930108$6.1K1,0870.0%
Wipro LTD Spon ADR 1 SH(WIT)ADR97651M109$6.4K9810.0%
PPL Corp COM(PPL)Stock69351T106$6.7K2020.0%
Western Asset Managed Muns FD COM(MMU)CEF95766M105$7.2K6680.0%
Invesco S&P 500 Equal Weight Financials ETF(RSPF)ETF46137V340$7.5K1080.0%
Albertsons COS Inc Common Stock(ACI)Stock013091103$7.5K4080.0%
Vanguard Value ETF(VTV)ETF922908744$7.9K450.0%
Flexshares Morningstar Global Upstream Natural Resources Index Fund(GUNR)ETF33939L407$8.1K1960.0%
Lowes COS Inc COM(LOW)Stock548661107$8.1K300.0%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$8.3K940.0%
Proshares DJ Brookfield Global Infrastructure ETF(TOLZ)ETF74347B508$8.3K1650.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$8.6K520.0%
Vanguard Total Bond Market ETF(BND)ETF921937835$8.6K1150.0%
Zimmer Biomet Holdings Inc COM(ZBH)Stock98956P102$8.9K820.0%
RTX Corporation COM(RTX)Stock75513E101$9.3K770.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$9.3K330.0%
Pimco Investment Grade Corporate Bond Index ETF(CORP)ETF72201R817$9.8K990.0%
Emerson Elec Co COM(EMR)Stock291011104$10.0K910.0%
Price T Rowe Group Inc COM(TROW)Stock74144T108$10.2K940.0%
Proshares S&P 500 Dividend Aristocrats ETF(NOBL)ETF74348A467$10.2K960.0%
Alliancebernstein Hldg L P Unit LTD Partn(AB)Stock01881G106$10.3K2960.0%
Mid-Amer APT Cmntys Inc COM(MAA)REIT59522J103$10.3K650.0%
BlackRock Inc COM(BLK)Stock09290D101$10.4K110.0%
Southern Co COM(SO)Stock842587107$10.5K1160.0%
Camden Ppty TR SH BEN INT(CPT)REIT133131102$10.5K850.0%
Perimeter Solutions SA Common Stock(PRM)StockL7579L106$11.5K8550.0%
Brookfield Wealth SOL LTD CL A Exchangeab(BNT)StockG17434104$11.5K2170.0%
Kroger Co COM(KR)Stock501044101$11.9K2070.0%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$11.9K600.0%
GSK PLC Sponsored ADR(GSK)ADR37733W204$12.0K2930.0%
Chevron Corp New COM(CVX)Stock166764100$12.1K820.0%
Manulife Finl Corp COM(MFC)Stock56501R106$12.2K4140.0%
Plymouth Indl REIT Inc COM(PLYM)REIT729640102$12.4K5500.0%
The Cigna Group COM(CI)Stock125523100$12.8K370.0%
Power Integrations Inc COM(POWI)Stock739276103$12.8K2000.0%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$13.0K1660.0%
Spdr S&P Aerospace & Defense ETF(XAR)ETF78464A631$13.4K850.0%
US Bancorp del COM New(USB)Stock902973304$13.9K3030.0%
Crown Castle Inc COM(CCI)REIT22822V101$13.9K1170.0%
Postal Realty Trust Inc CL A(PSTL)REIT73757R102$13.9K9500.0%
Vanguard Russell 1000 Growth ETF(VONG)ETF92206C680$14.7K1520.0%
GE Aerospace COM New(GE)Stock369604301$14.9K790.0%
Automatic Data Processing Inc COM(ADP)Stock053015103$14.9K540.0%
HNI Corp COM(HNI)Stock404251100$15.1K2800.0%
International Business Machs COM(IBM)Stock459200101$15.3K690.0%
Amazon COM Inc COM(AMZN)Stock023135106$16.8K900.0%
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