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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
Vanguard Small-Cap Growth ETF(VBK)ETF922908595$24.0K950.0%
Oracle Corp COM(ORCL)Stock68389X105$24.7K1760.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$26.0K1680.0%
Schwab International Equity ETF(SCHF)ETF808524805$29.0K1,4660.0%
Vanguard Ftse All-World Ex-US Small-Cap ETF(VSS)ETF922042718$31.2K2700.0%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$31.2K1990.0%
General MLS Inc COM(GIS)Stock370334104$31.3K5230.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$31.7K1800.0%
Vanguard Ftse All-World Ex-US Index Fund(VEU)ETF922042775$33.0K5440.0%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$33.1K5410.0%
Nextera Energy Inc COM(NEE)Stock65339F101$33.5K4730.0%
Schwab U.S. Mid-Cap ETF(SCHM)ETF808524508$33.6K1,2830.0%
Vanguard Mid-Cap Value ETF(VOE)ETF922908512$33.7K2090.0%
Invesco S&P 500 Equal Weight Health Care ETF(RSPH)ETF46137V332$33.9K1,1400.0%
BP PLC Sponsored ADR(BP)ADR055622104$38.3K1,1330.0%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$40.3K1,8240.0%
Jewett Cameron Trading LTD COM New(JCTC)Stock47733C207$41.6K9,0660.0%
Verizon Communications Inc COM(VZ)Stock92343V104$42.3K9330.0%
Honeywell Intl Inc COM(HON)Stock438516106$43.4K2050.0%
Tesla Inc COM(TSLA)Stock88160R101$44.1K1700.0%
Bunge Global SA COM SHS(BG)StockH11356104$44.2K5780.0%
Vanguard Russell 1000 Value ETF(VONV)ETF92206C714$46.2K5600.0%
Silvercrest Asset Mgmt Group I CL A(SAMG)Stock828359109$48.3K2,9490.0%
Hubbell Inc COM(HUBB)Stock443510607$48.5K1460.0%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$50.8K2930.0%
S&P Global Inc COM(SPGI)Stock78409V104$51.0K1000.0%
Duluth Hldgs Inc COM CL B(DLTH)Stock26443V101$53.9K30,9960.0%
Wisdomtree U.S. AI Enhanced Value Fund(AIVL)ETF97717W406$54.4K4950.0%
Novo-Nordisk A S ADR(NVO)ADR670100205$55.6K8000.0%
Huntington Bancshares Inc COM(HBAN)Stock446150104$55.6K3,7030.0%
Pfizer Inc COM(PFE)Stock717081103$55.9K2,2050.0%
Sonoco Prods Co COM(SON)Stock835495102$57.2K1,2100.0%
Home Depot Inc COM(HD)Stock437076102$57.6K1570.0%
Grayscale Bitcoin Trust ETF(GBTC)ETF389637109$66.0K1,0130.0%
Illinois Tool WKS Inc COM(ITW)Stock452308109$66.2K2670.0%
Invesco S&P 500 High Beta ETF(SPHB)ETF46138E370$68.3K8720.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$68.4K1300.0%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$70.9K3,0240.0%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$73.4K1,2500.0%
Merck & Co Inc COM(MRK)Stock58933Y105$73.4K8170.0%
Grayscale Bitcoin Mini Trust ETF(BTC)ETF389930207$73.8K2,0220.0%
Ishares Msci Acwi EX U.S. ETF(ACWX)ETF464288240$75.2K1,3550.1%
General Dynamics Corp COM(GD)Stock369550108$80.4K2950.1%
Coca Cola Co COM(KO)Stock191216100$86.6K1,2090.1%
Siteone Landscape Supply Inc COM(SITE)Stock82982L103$86.8K7150.1%
Mind C T I LTD ORDStockM70240102$91.9K51,6100.1%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$92.1K4460.1%
Vanguard S&P 500 Growth ETF(VOOG)ETF921932505$93.2K2780.1%
RLI Corp COM(RLI)Stock749607107$95.3K1,1860.1%
AIR Prods & Chems Inc COM(APD)Stock009158106$100.6K3410.1%
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