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:

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LIFETIME BRANDS, INC

LCUT|53222Q103

Shares:36

Value:$180

% of Portfolio:0.0% ($180/$149.8M)

CITIGROUP INC

C|172967424

Shares:0

Value:$35

% of Portfolio:0.0% ($35/$149.8M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:0

Value:$33

% of Portfolio:0.0% ($33/$149.8M)

KOSS CORP

KOSS|500692108

Shares:7

Value:$33

% of Portfolio:0.0% ($33/$149.8M)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:0

Value:$8

% of Portfolio:0.0% ($8/$149.8M)

Chemours Co

CC|163851108

Shares:0

Value:$5

% of Portfolio:0.0% ($5/$149.8M)

86804F202

Shares:7

Value:$2

% of Portfolio:0.0% ($2/$149.8M)

TherapeuticsMD, Inc.

TXMD|88338N206

Shares:2

Value:$2

% of Portfolio:0.0% ($2/$149.8M)

Xerox Holdings Corp

XRX|98421M106

Shares:0

Value:$1

% of Portfolio:0.0% ($1/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LIFETIME BRANDS, INC(LCUTcusip53222Q103)	36	QoQ -99.94% (-60.4K) YoY -99.97% (-130.8K)	All Managers (Combined)	$180	0.0% ($180/$149.8M)	QoQ -99.94% (-$357.1K) YoY -99.98% (-$1.4M)
CITIGROUP INC(Ccusip172967424)	0	QoQ NEW(+0) YoY EXITED(-5)	All Managers (Combined)	$35	0.0% ($35/$149.8M)	QoQ NEW(+$35) YoY -89.91% (-$312)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	0	QoQ NEW(+0) YoY EXITED(-2)	All Managers (Combined)	$33	0.0% ($33/$149.8M)	QoQ NEW(+$33) YoY -93.25% (-$456)
KOSS CORP(KOSScusip500692108)	7	QoQ +16.66% (-1) YoY NEW(+7)	All Managers (Combined)	$33	0.0% ($33/$149.8M)	QoQ -25.00% (-$11) YoY NEW(+$33)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	0	QoQ NEW(+0) YoY EXITED(-3)	All Managers (Combined)	$8	0.0% ($8/$149.8M)	QoQ NEW(+$8) YoY -98.19% (-$436)
Chemours Co(CCcusip163851108)	0	QoQ NEW(+0) YoY EXITED(-16)	All Managers (Combined)	$5	0.0% ($5/$149.8M)	QoQ NEW(+$5) YoY -98.83% (-$425)
(cusip86804F202)✕	7	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2	0.0% ($2/$149.8M)	QoQ -50.00% (-$2) YoY -86.66% (-$13)
TherapeuticsMD, Inc.(TXMDcusip88338N206)	2	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$2	0.0% ($2/$149.8M)	QoQ 0.00% (+$0) YoY -60.00% (-$3)
Xerox Holdings Corp(XRXcusip98421M106)	0	QoQ NEW(+0) YoY EXITED(-29)	All Managers (Combined)	$1	0.0% ($1/$149.8M)	QoQ NEW(+$1) YoY -99.80% (-$522)