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Guardian Wealth Management, Inc.

Q1 2025 Holdings

Filed 2025-05-06 | 229 holdings | $149.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Western Asset Managed Muns FD COM(MMU)CEF95766M105$6.9K6670.0%
Lowes COS Inc COM(LOW)Stock548661107$7.0K300.0%
Eaton Corp PLC SHS(ETN)StockG29183103$7.1K260.0%
PPL Corp COM(PPL)Stock69351T106$7.3K2020.0%
Plymouth Indl REIT Inc COM(PLYM)REIT729640102$7.4K4570.0%
Flexshares Morningstar Global Upstream Natural Resources Index Fund(GUNR)ETF33939L407$7.6K1960.0%
Invesco S&P 500 Equal Weight Financials ETF(RSPF)ETF46137V340$7.9K1080.0%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$8.0K120.0%
Crown Castle Inc COM(CCI)REIT22822V101$8.1K770.0%
Vanguard Total Bond Market ETF(BND)ETF921937835$8.4K1150.0%
Camden Ppty TR SH BEN INT(CPT)REIT133131102$8.7K710.0%
Proshares DJ Brookfield Global Infrastructure ETF(TOLZ)ETF74347B508$8.7K1650.0%
Albertsons COS Inc Common Stock(ACI)Stock013091103$8.8K4000.0%
Price T Rowe Group Inc COM(TROW)Stock74144T108$8.9K960.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$9.0K320.0%
Mid-Amer APT Cmntys Inc COM(MAA)REIT59522J103$9.0K540.0%
Zimmer Biomet Holdings Inc COM(ZBH)Stock98956P102$9.2K810.0%
Proshares S&P 500 Dividend Aristocrats ETF(NOBL)ETF74348A467$9.8K960.0%
Emerson Elec Co COM(EMR)Stock291011104$10.0K910.0%
Diageo PLC Spon ADR New(DGED)ADR25243Q205$10.4K990.0%
Williams COS Inc COM(WMB)Stock969457100$10.6K1770.0%
Signet Jewelers Limited SHS(SIG)StockG81276100$10.7K1840.0%
Seagate Technology Hldngs PLC ORD SHS(STX)StockG7997R103$10.7K1260.0%
Southern Co COM(SO)Stock842587107$10.8K1170.0%
Postal Realty Trust Inc CL A(PSTL)REIT73757R102$11.3K7900.0%
Brookfield Wealth SOL LTD CL A Exchangeab(BNT)StockG17434104$11.3K2170.0%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$11.8K600.0%
Perimeter Solutions Inc Common Stock(PRM)Stock71385M107$12.0K1,1870.0%
The Cigna Group COM(CI)Stock125523100$12.1K360.0%
Vanguard Value ETF(VTV)ETF922908744$12.4K710.0%
HNI Corp COM(HNI)Stock404251100$12.4K2800.0%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$12.5K1650.0%
US Bancorp del COM New(USB)Stock902973304$13.1K3090.0%
Chevron Corp New COM(CVX)Stock166764100$13.9K830.0%
Vanguard Russell 1000 Growth ETF(VONG)ETF92206C680$14.1K1510.0%
Sanofi Sponsored ADR(SNY)ADR80105N105$14.1K2550.0%
Kroger Co COM(KR)Stock501044101$14.2K2090.0%
Integer Hldgs Corp COM(ITGR)Stock45826H109$15.5K1310.0%
GE Aerospace COM New(GE)Stock369604301$15.7K780.0%
Automatic Data Processing Inc COM(ADP)Stock053015103$16.4K530.0%
International Business Machs COM(IBM)Stock459200101$17.0K680.0%
Amazon COM Inc COM(AMZN)Stock023135106$17.1K900.0%
Amgen Inc COM(AMGN)Stock031162100$17.5K560.0%
Blackstone Inc COM(BX)Stock09260D107$17.8K1270.0%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$19.4K2080.0%
AT&T Inc COM(T)Stock00206R102$21.0K7430.0%
Starbucks Corp COM(SBUX)Stock855244109$22.2K2260.0%
Vanguard Financials ETF(VFH)ETF92204A405$22.2K1850.0%
United Parcel Service Inc CL B(UPS)Stock911312106$22.6K2050.0%
Aflac Inc COM(AFL)Stock001055102$23.9K2150.0%
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