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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PROCTER & GAMBLE Co

PG|742718109

Shares:16.0K

Value:$2.7M

% of Portfolio:1.8% ($2.7M/$149.8M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:53.2K

Value:$2.6M

% of Portfolio:1.8% ($2.6M/$149.8M)

ACUITY BRANDS INC

AYI|00508Y102

Shares:9.4K

Value:$2.5M

% of Portfolio:1.6% ($2.5M/$149.8M)

OMNICOM GROUP INC.

OMC|681919106

Shares:29.7K

Value:$2.5M

% of Portfolio:1.6% ($2.5M/$149.8M)

92206C409

Shares:30.6K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$149.8M)

PEPSICO INC

PEP|713448108

Shares:15.8K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$149.8M)

Mastercard Inc

MA|57636Q104

Shares:4.3K

Value:$2.3M

% of Portfolio:1.6% ($2.3M/$149.8M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:16.1K

Value:$2.3M

% of Portfolio:1.5% ($2.3M/$149.8M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:13.5K

Value:$2.2M

% of Portfolio:1.5% ($2.2M/$149.8M)

92206C870

VCIT|92206C870

Shares:27.3K

Value:$2.2M

% of Portfolio:1.5% ($2.2M/$149.8M)

08579W103

Shares:31.2K

Value:$2.2M

% of Portfolio:1.5% ($2.2M/$149.8M)

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:22.0K

Value:$2.2M

% of Portfolio:1.4% ($2.2M/$149.8M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:11.9K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$149.8M)

STAG Industrial, Inc.

STAG|85254J102

Shares:49.1K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$149.8M)

UNILEVER PLC

UL|904767704

Shares:28.7K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$149.8M)

P10, Inc.

PX|69376K106

Shares:144.2K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$149.8M)

3M CO

MMM|88579Y101

Shares:10.1K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$149.8M)

LABCORP HOLDINGS INC.

LH|504922105

Shares:6.2K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$149.8M)

808524797

SCHD|808524797

Shares:51.5K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$149.8M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:3.0K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROCTER & GAMBLE Co(PGcusip742718109)	16.0K	QoQ +4.42% (+676) YoY +7.94% (+1.2K)	All Managers (Combined)	$2.7M	1.8% ($2.7M/$149.8M)	QoQ +6.15% (+$157.7K) YoY +13.39% (+$321.2K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	53.2K	QoQ +187.92% (+34.7K) YoY NEW(+53.2K)	All Managers (Combined)	$2.6M	1.8% ($2.6M/$149.8M)	QoQ +187.63% (+$1.7M) YoY NEW(+$2.6M)
ACUITY BRANDS INC(AYIcusip00508Y102)	9.4K	QoQ +6.52% (-573) YoY +8.87% (+763)	All Managers (Combined)	$2.5M	1.6% ($2.5M/$149.8M)	QoQ -3.95% (-$101.6K) YoY +6.70% (+$155.0K)
OMNICOM GROUP INC.(OMCcusip681919106)	29.7K	QoQ +9.04% (+2.5K) YoY +12.49% (-3.3K)	All Managers (Combined)	$2.5M	1.6% ($2.5M/$149.8M)	QoQ +5.07% (+$118.8K) YoY -3.60% (-$92.0K)
(cusip92206C409)✕	30.6K	QoQ +43.35% (+9.3K) YoY +1208.85% (+28.3K)	All Managers (Combined)	$2.4M	1.6% ($2.4M/$149.8M)	QoQ +45.06% (+$750.2K) YoY +1236.49% (+$2.2M)
PEPSICO INC(PEPcusip713448108)	15.8K	QoQ +26.56% (+3.3K) YoY +6.70% (-994)	All Managers (Combined)	$2.4M	1.6% ($2.4M/$149.8M)	QoQ +24.79% (+$471.1K) YoY -8.57% (-$222.4K)
Mastercard Inc(MAcusip57636Q104)	4.3K	QoQ +3.80% (+157) YoY +6.41% (+258)	All Managers (Combined)	$2.3M	1.6% ($2.3M/$149.8M)	QoQ +8.06% (+$175.2K) YoY +21.12% (+$409.4K)
KIMBERLY CLARK CORP(KMBcusip494368103)	16.1K	QoQ +19.24% (+2.6K) YoY +9.50% (+1.4K)	All Managers (Combined)	$2.3M	1.5% ($2.3M/$149.8M)	QoQ +29.43% (+$519.5K) YoY +20.41% (+$387.3K)
JOHNSON & JOHNSON(JNJcusip478160104)	13.5K	QoQ +48.24% (+4.4K) YoY +7.09% (+894)	All Managers (Combined)	$2.2M	1.5% ($2.2M/$149.8M)	QoQ +70.01% (+$921.4K) YoY +12.28% (+$244.7K)
(VCITcusip92206C870)	27.3K	QoQ +45.94% (+8.6K) YoY +4279.61% (+26.7K)	All Managers (Combined)	$2.2M	1.5% ($2.2M/$149.8M)	QoQ +48.64% (+$730.1K) YoY +4347.68% (+$2.2M)
(cusip08579W103)✕	31.2K	QoQ +3.66% (+1.1K) YoY +6.39% (+1.9K)	All Managers (Combined)	$2.2M	1.5% ($2.2M/$149.8M)	QoQ +11.90% (+$231.8K) YoY +22.81% (+$404.8K)
GLOBAL PAYMENTS INC(GPNcusip37940X102)	22.0K	QoQ +8.10% (-1.7K) YoY NEW(+22.0K)	All Managers (Combined)	$2.2M	1.4% ($2.2M/$149.8M)	QoQ -5.53% (-$126.3K) YoY NEW(+$2.2M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	11.9K	QoQ +3.21% (-370) YoY +6.08% (+682)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$149.8M)	QoQ -1.08% (-$23.4K) YoY +9.42% (+$184.2K)
STAG Industrial, Inc.(STAGcusip85254J102)	49.1K	QoQ +13.30% (+5.8K) YoY +10.16% (+4.5K)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$149.8M)	QoQ +21.01% (+$308.0K) YoY +3.51% (+$60.3K)
UNILEVER PLC(ULcusip904767704)	28.7K	QoQ +18.41% (+4.5K) YoY +13.03% (+3.3K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$149.8M)	QoQ +24.37% (+$335.4K) YoY +34.11% (+$435.4K)
P10, Inc.(PXcusip69376K106)	144.2K	QoQ +6.01% (-8.2K) YoY +6.15% (+8.4K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$149.8M)	QoQ -1.21% (-$20.9K) YoY +48.14% (+$550.6K)
3M CO(MMMcusip88579Y101)	10.1K	QoQ +20.17% (+1.7K) YoY +30.74% (+2.4K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$149.8M)	QoQ +36.72% (+$397.7K) YoY +81.01% (+$662.7K)
LABCORP HOLDINGS INC.(LHcusip504922105)	6.2K	QoQ +2.81% (+171) YoY NEW(+6.2K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$149.8M)	QoQ +4.35% (+$60.7K) YoY NEW(+$1.5M)
(SCHDcusip808524797)	51.5K	QoQ -84.88% (-289.0K) YoY +360.14% (+40.3K)	All Managers (Combined)	$1.4M	1.0% ($1.4M/$149.8M)	QoQ -84.53% (-$7.9M) YoY +59.56% (+$537.0K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	3.0K	QoQ -1.02% (-31) YoY -4.96% (-156)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$149.8M)	QoQ -9.00% (-$131.9K) YoY -6.63% (-$94.7K)