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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
Integer Hldgs Corp COM(ITGR)Stock45826H109$17.0K1310.0%
Infosys LTD Sponsored ADR(INFY)ADR456788108$17.8K8000.0%
Williams COS Inc COM(WMB)Stock969457100$18.2K3990.0%
Edison Intl COM(EIX)Stock281020107$19.0K2180.0%
Blackstone Inc COM(BX)Stock09260D107$19.1K1250.0%
Vanguard Financials ETF(VFH)ETF92204A405$20.4K1860.0%
BCE Inc COM New(BCE)Stock05534B760$20.8K5990.0%
Starbucks Corp COM(SBUX)Stock855244109$22.1K2270.0%
Aflac Inc COM(AFL)Stock001055102$24.0K2150.0%
Vanguard Small-Cap Growth ETF(VBK)ETF922908595$25.4K950.0%
United Parcel Service Inc CL B(UPS)Stock911312106$27.3K2000.0%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$27.6K5330.0%
Oracle Corp COM(ORCL)Stock68389X105$30.0K1760.0%
Diageo PLC Spon ADR New(DGED)ADR25243Q205$30.6K2180.0%
Vanguard Ftse All-World Ex-US Small-Cap ETF(VSS)ETF922042718$32.4K2570.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$32.7K1770.0%
Vanguard Ftse All-World Ex-US Index Fund(VEU)ETF922042775$32.9K5230.0%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$33.3K1990.0%
Eaton Corp PLC SHS(ETN)StockG29183103$33.5K1010.0%
Vanguard Mid-Cap Value ETF(VOE)ETF922908512$34.7K2070.0%
Schwab U.S. Mid-Cap ETF(SCHM)ETF808524508$35.5K4270.0%
BP PLC Sponsored ADR(BP)ADR055622104$35.5K1,1310.0%
Invesco S&P 500 Equal Weight Health Care ETF(RSPH)ETF46137V332$36.6K1,1370.0%
General MLS Inc COM(GIS)Stock370334104$38.3K5180.0%
Nextera Energy Inc COM(NEE)Stock65339F101$39.4K4660.0%
Verizon Communications Inc COM(VZ)Stock92343V104$40.6K9040.0%
Sanofi Sponsored ADR(SNY)ADR80105N105$40.6K7050.0%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$41.2K6070.0%
Vanguard Russell 1000 Value ETF(VONV)ETF92206C714$46.7K5600.0%
Tesla Inc COM(TSLA)Stock88160R101$47.4K1810.0%
Ford MTR Co COM(F)Stock345370860$48.6K4,6020.0%
Honeywell Intl Inc COM(HON)Stock438516106$48.8K2360.0%
Silvercrest Asset Mgmt Group I CL A(SAMG)Stock828359109$49.7K2,8820.0%
S&P Global Inc COM(SPGI)Stock78409V104$51.7K1000.0%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$52.5K2930.0%
Seagate Technology Hldngs PLC ORD SHS(STX)StockG7997R103$54.9K5010.0%
Grayscale Bitcoin Trust ETF(GBTC)ETF389637109$54.9K1,0870.0%
Amgen Inc COM(AMGN)Stock031162100$62.8K1950.0%
Pfizer Inc COM(PFE)Stock717081103$63.3K2,1870.0%
Sonoco Prods Co COM(SON)Stock835495102$65.7K1,2020.0%
Illinois Tool WKS Inc COM(ITW)Stock452308109$70.0K2670.0%
Jewett Cameron Trading LTD COM New(JCTC)Stock47733C207$70.4K14,1300.0%
Home Depot Inc COM(HD)Stock437076102$73.7K1820.1%
Unitedhealth Group Inc COM(UNH)Stock91324P102$75.4K1290.1%
Huntington Bancshares Inc COM(HBAN)Stock446150104$77.2K5,2530.1%
Invesco S&P 500 High Beta ETF(SPHB)ETF46138E370$78.1K8750.1%
Hubbell Inc COM(HUBB)Stock443510607$80.1K1870.1%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$82.0K1,3890.1%
Wisdomtree U.S. AI Enhanced Value Fund(AIVL)ETF97717W406$82.6K7420.1%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$84.2K1,6350.1%
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