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

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DuPont de Nemours, Inc.

DD|26614N102

Shares:33

Value:$2.5K

% of Portfolio:0.0% ($2.5K/$149.8M)

464287150

ITOT|464287150

Shares:19

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$149.8M)

ENVIRI Corp

NVRI|415864107

Shares:348

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$149.8M)

808524706

Shares:83

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$149.8M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:26

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$149.8M)

Corteva, Inc.

CTVA|22052L104

Shares:32

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$149.8M)

Viatris Inc

VTRS|92556V106

Shares:231

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$149.8M)

CARNIVAL CORP

CCL|143658300

Shares:100

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$149.8M)

INDIVIOR PLC

INDV.L|G4766E116

Shares:160

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$149.8M)

02072L672

Shares:37

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$149.8M)

Liberty Media Corp

LLYVK|531229722

Shares:21

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$149.8M)

86627R102

Shares:70

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$149.8M)

DOW INC.

DOW|260557103

Shares:36

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$149.8M)

ENBRIDGE INC

ENB|29250N105

Shares:28

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$149.8M)

CAMECO CORP

CCJ|13321L108

Shares:30

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$149.8M)

Organon & Co.

OGN|68622V106

Shares:82

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$149.8M)

Booz Allen Hamilton Holding Corp

BAH|099502106

Shares:10

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$149.8M)

CVS HEALTH Corp

CVS|126650100

Shares:11

Value:$769

% of Portfolio:0.0% ($769/$149.8M)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:5

Value:$377

% of Portfolio:0.0% ($377/$149.8M)

ERICSSON LM TELEPHONE CO

ERIC|294821608

Shares:30

Value:$233

% of Portfolio:0.0% ($233/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DuPont de Nemours, Inc.(DDcusip26614N102)	33	QoQ -2.94% (-1) YoY -2.94% (-1)	All Managers (Combined)	$2.5K	0.0% ($2.5K/$149.8M)	QoQ -2.06% (-$53) YoY -2.59% (-$67)
(ITOTcusip464287150)	19	QoQ 0.00% (-0) YoY NEW(+19)	All Managers (Combined)	$2.3K	0.0% ($2.3K/$149.8M)	QoQ -5.15% (-$126) YoY NEW(+$2.3K)
ENVIRI Corp(NVRIcusip415864107)	348	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.3K	0.0% ($2.3K/$149.8M)	QoQ -13.65% (-$366) YoY -27.32% (-$870)
(cusip808524706)✕	83	QoQ -1.19% (-1) YoY 0.00% (+0)	All Managers (Combined)	$2.3K	0.0% ($2.3K/$149.8M)	QoQ +3.53% (-$79) YoY +9.73% (+$205)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	26	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$149.8M)	QoQ +3.24% (+$66) YoY -11.23% (-$266)
Corteva, Inc.(CTVAcusip22052L104)	32	QoQ -3.03% (-1) YoY -3.03% (-1)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$149.8M)	QoQ +10.48% (-$197) YoY +9.14% (-$174)
Viatris Inc(VTRScusip92556V106)	231	QoQ 0.00% (-0) YoY +0.43% (-1)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$149.8M)	QoQ -29.93% (-$860) YoY -26.66% (-$732)
CARNIVAL CORP(CCLcusip143658300)	100	QoQ 0.00% (-0) YoY NEW(+100)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$149.8M)	QoQ -21.62% (-$539) YoY NEW(+$2.0K)
INDIVIOR PLC(INDV.LcusipG4766E116)	160	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$149.8M)	QoQ -23.32% (-$464) YoY -55.50% (-$1.9K)
(cusip02072L672)✕	37	QoQ +19.35% (+6) YoY NEW(+37)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$149.8M)	QoQ +3.23% (+$46) YoY NEW(+$1.5K)
Liberty Media Corp(LLYVKcusip531229722)	21	QoQ 0.00% (+0) YoY -99.72% (-7.6K)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$149.8M)	QoQ +0.13% (+$2) YoY -99.57% (-$333.9K)
(cusip86627R102)✕	70	QoQ NEW(+70) YoY NEW(+70)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$149.8M)	QoQ NEW(+$1.4K) YoY NEW(+$1.4K)
DOW INC.(DOWcusip260557103)	36	QoQ -2.70% (-1) YoY -2.70% (-1)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$149.8M)	QoQ -12.98% (-$191) YoY -39.70% (-$843)
ENBRIDGE INC(ENBcusip29250N105)	28	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$149.8M)	QoQ +4.46% (+$53) YoY +22.50% (+$228)
CAMECO CORP(CCJcusip13321L108)	30	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$149.8M)	QoQ -19.90% (-$307) YoY -5.00% (-$65)
Organon & Co.(OGNcusip68622V106)	82	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$149.8M)	QoQ -0.16% (-$2) YoY -20.78% (-$322)
Booz Allen Hamilton Holding Corp(BAHcusip099502106)	10	QoQ -9.09% (-1) YoY -9.09% (-1)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$149.8M)	QoQ -18.32% (-$252) YoY -28.51% (-$448)
CVS HEALTH Corp(CVScusip126650100)	11	QoQ -99.93% (-16.6K) YoY 0.00% (-0)	All Managers (Combined)	$769	0.0% ($769/$149.8M)	QoQ -99.89% (-$746.5K) YoY -10.99% (-$95)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	5	QoQ -99.88% (-4.3K) YoY -99.94% (-9.9K)	All Managers (Combined)	$377	0.0% ($377/$149.8M)	QoQ -99.90% (-$382.8K) YoY -99.96% (-$1.1M)
ERICSSON LM TELEPHONE CO(ERICcusip294821608)	30	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$233	0.0% ($233/$149.8M)	QoQ -3.71% (-$9) YoY +41.21% (+$68)