Guardian-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "STRL",
  "BNT",
  "HP",
  "BCE",
  "STR",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "VONG",
  null,
  "GOOGL",
  "MAGN",
  "PINE",
  "ASML",
  "T",
  "AYI",
  "CAT",
  "LOW",
  "GME",
  "ITGR",
  "CCI",
  "DUK",
  "NICE",
  "PRM",
  "NNI",
  "PLYM",
  "NVRI",
  "GD",
  "GIS",
  "HON",
  "HD",
  "AZN",
  "DLTH",
  "FRPH",
  null,
  "ACI",
  "HUBB",
  "ITW",
  "EMR",
  "LCUT",
  null,
  "PSTL",
  null,
  null,
  "KOSS",
  null,
  null,
  "MNDO",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MAA",
  "EXC",
  "GE",
  "GPC",
  "OXY",
  "OMC",
  "EMN",
  "BX",
  "HSY",
  "ANET",
  "KKR",
  "KLAC",
  "KR",
  "ORCL",
  "MMU",
  "PEP",
  "PNC",
  "VGSH",
  "BSM",
  "DOW",
  "UNH",
  "AAPL",
  "NVDA",
  "ENB",
  "OGN",
  "GEHC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  "STX",
  null,
  "BP",
  "IBM",
  "SSNC",
  "SBUX",
  "ERIC",
  "CI",
  "TXN",
  null,
  "TRV",
  "UL",
  "UPS",
  "BIV",
  "SAMG",
  "PX",
  "NPK",
  "VOE",
  "SITE",
  "UTI",
  "STAG",
  null,
  "LKQ",
  "VSS",
  null,
  "VCIT",
  "INDV.L",
  "VIG",
  "TXMD",
  "SNY",
  "GSK",
  "GPN",
  "BN.TO",
  "DD",
  "EA",
  "RLI",
  "UGI",
  "AFL",
  "WAB",
  "DEO",
  "WM",
  "AEP",
  "ESQ",
  null,
  null,
  "NVO",
  "AMZN",
  "SCHB",
  null,
  "SIRI",
  null,
  null,
  "HBAN",
  "HNI",
  "VEU",
  "USB",
  "VFH",
  "BLV",
  "VOOV",
  null,
  "VOOG",
  "VBK",
  "BND",
  "VBR",
  "BSV",
  "VTV",
  "VRSN",
  "VTRS",
  "V",
  "WBD",
  "WFC",
  "WMB",
  null,
  null,
  "XRX",
  "LNT",
  "GRMN",
  "SCHD",
  "CHKP",
  null,
  "SCHF",
  "SCHA",
  "LW",
  "LLYVK",
  "LH",
  "NWN",
  null,
  "SO",
  "SON",
  "PPL",
  "PSX",
  "SWKS",
  "RVTY",
  "SENEA",
  null,
  "SIG",
  "GEV",
  "ZBH",
  "KMB",
  "ADP",
  "AZO",
  null,
  "BRK-B",
  "BAH",
  "BMY",
  "BTI",
  "BR",
  "BG",
  "BUR",
  "CCJ",
  "CPT",
  "CCL",
  "CC",
  "CVX",
  "CSCO",
  "C",
  "KO",
  "CAG",
  "COP",
  "CEG",
  "CTVA",
  "CVS",
  "DE",
  "RSP",
  "ADI",
  "NEE",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "APO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 229
Total Value: 149787461
Accession Number: 0001910205-25-000002
Form Type: 13F-HR
CIK: guardian-wealth-management
Manager Name: Guardian-Wealth-Management

Data Enrichment

89% identified

203 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

229 positions • $149.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 12

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Medtronic plc

MDT|G5960L103

Shares:61

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$149.8M)

GameStop Corp.

GME|36467W109

Shares:239

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$149.8M)

UGI CORP /PA/

UGI|902681105

Shares:150

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$149.8M)

ALLIANT ENERGY CORP

LNT|018802108

Shares:77

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$149.8M)

808524888

Shares:121

Value:$4.4K

% of Portfolio:0.0% ($4.4K/$149.8M)

78464A631

Shares:27

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$149.8M)

72201R817

Shares:44

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$149.8M)

CONAGRA BRANDS INC.

CAG|205887102

Shares:157

Value:$4.2K

% of Portfolio:0.0% ($4.2K/$149.8M)

GSK plc

GSK|37733W204

Shares:107

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$149.8M)

Helmerich & Payne, Inc.

HP|423452101

Shares:153

Value:$4.0K

% of Portfolio:0.0% ($4.0K/$149.8M)

Constellation Energy Corp

CEG|21037T109

Shares:16

Value:$3.3K

% of Portfolio:0.0% ($3.3K/$149.8M)

808524839

Shares:136

Value:$3.2K

% of Portfolio:0.0% ($3.2K/$149.8M)

ELECTRONIC ARTS INC.

EA|285512109

Shares:21

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$149.8M)

BCE INC

BCE|05534B760

Shares:125

Value:$2.9K

% of Portfolio:0.0% ($2.9K/$149.8M)

VISA INC.

V|92826C839

Shares:8

Value:$2.8K

% of Portfolio:0.0% ($2.8K/$149.8M)

808524862

Shares:113

Value:$2.8K

% of Portfolio:0.0% ($2.8K/$149.8M)

HERSHEY CO

HSY|427866108

Shares:15

Value:$2.6K

% of Portfolio:0.0% ($2.6K/$149.8M)

Lamb Weston Holdings, Inc.

LW|513272104

Shares:48

Value:$2.6K

% of Portfolio:0.0% ($2.6K/$149.8M)

Duke Energy CORP

DUK|26441C204

Shares:21

Value:$2.6K

% of Portfolio:0.0% ($2.6K/$149.8M)

EXELON CORP

EXC|30161N101

Shares:55

Value:$2.6K

% of Portfolio:0.0% ($2.6K/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Medtronic plc(MDTcusipG5960L103)	61	QoQ -99.37% (-9.7K) YoY -99.52% (-12.9K)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$149.8M)	QoQ -99.29% (-$770.3K) YoY -99.51% (-$1.1M)
GameStop Corp.(GMEcusip36467W109)	239	QoQ +35.02% (-62) YoY +4680.00% (+234)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$149.8M)	QoQ -3.83% (-$213) YoY +8366.66% (+$5.3K)
UGI CORP /PA/(UGIcusip902681105)	150	QoQ -0.66% (-1) YoY -0.66% (-1)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$149.8M)	QoQ +17.12% (-$729) YoY +34.76% (-$1.3K)
ALLIANT ENERGY CORP(LNTcusip018802108)	77	QoQ 0.00% (+0) YoY +2.66% (+2)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$149.8M)	QoQ +9.72% (+$441) YoY +32.08% (+$1.2K)
(cusip808524888)✕	121	QoQ -0.81% (-1) YoY 0.00% (+0)	All Managers (Combined)	$4.4K	0.0% ($4.4K/$149.8M)	QoQ +4.51% (-$189) YoY +1.15% (+$50)
(cusip78464A631)✕	27	QoQ 0.00% (-0) YoY -68.23% (-58)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$149.8M)	QoQ -3.08% (-$138) YoY -63.66% (-$7.6K)
(cusip72201R817)✕	44	QoQ -50.56% (-45) YoY -62.06% (-72)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$149.8M)	QoQ -49.47% (-$4.2K) YoY -61.34% (-$6.8K)
CONAGRA BRANDS INC.(CAGcusip205887102)	157	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.2K	0.0% ($4.2K/$149.8M)	QoQ -3.89% (-$170) YoY -10.02% (-$467)
GSK plc(GSKcusip37733W204)	107	QoQ 0.00% (+0) YoY -63.48% (-186)	All Managers (Combined)	$4.1K	0.0% ($4.1K/$149.8M)	QoQ +14.53% (+$526) YoY -67.00% (-$8.4K)
Helmerich & Payne, Inc.(HPcusip423452101)	153	QoQ -0.64% (-1) YoY -32.30% (-73)	All Managers (Combined)	$4.0K	0.0% ($4.0K/$149.8M)	QoQ -18.42% (-$908) YoY -57.80% (-$5.5K)
Constellation Energy Corp(CEGcusip21037T109)	16	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.3K	0.0% ($3.3K/$149.8M)	QoQ -9.70% (-$357) YoY +9.82% (+$297)
(cusip808524839)✕	136	QoQ +6.25% (+8) YoY +195.65% (+90)	All Managers (Combined)	$3.2K	0.0% ($3.2K/$149.8M)	QoQ +8.35% (+$243) YoY +49.90% (+$1.0K)
ELECTRONIC ARTS INC.(EAcusip285512109)	21	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.1K	0.0% ($3.1K/$149.8M)	QoQ -1.08% (-$34) YoY +9.51% (+$270)
BCE INC(BCEcusip05534B760)	125	QoQ 0.00% (-0) YoY -79.13% (-474)	All Managers (Combined)	$2.9K	0.0% ($2.9K/$149.8M)	QoQ -0.96% (-$28) YoY -85.89% (-$17.5K)
VISA INC.(Vcusip92826C839)	8	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.8K	0.0% ($2.8K/$149.8M)	QoQ +10.88% (+$279) YoY +25.58% (+$579)
(cusip808524862)✕	113	QoQ -49.09% (-109) YoY -20.42% (-29)	All Managers (Combined)	$2.8K	0.0% ($2.8K/$149.8M)	QoQ -47.98% (-$2.6K) YoY -59.45% (-$4.1K)
HERSHEY CO(HSYcusip427866108)	15	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$2.6K	0.0% ($2.6K/$149.8M)	QoQ +1.77% (+$46) YoY -9.43% (-$274)
Lamb Weston Holdings, Inc.(LWcusip513272104)	48	QoQ -2.04% (-1) YoY -2.04% (-1)	All Managers (Combined)	$2.6K	0.0% ($2.6K/$149.8M)	QoQ -20.22% (-$658) YoY -49.96% (-$2.6K)
Duke Energy CORP(DUKcusip26441C204)	21	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.6K	0.0% ($2.6K/$149.8M)	QoQ +13.17% (+$301) YoY +26.09% (+$535)
EXELON CORP(EXCcusip30161N101)	55	QoQ 0.00% (+0) YoY +3.77% (+2)	All Managers (Combined)	$2.6K	0.0% ($2.6K/$149.8M)	QoQ +23.50% (+$488) YoY +27.56% (+$554)