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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NVIDIA CORP

NVDA|67066G104

Shares:1.9K

Value:$211.1K

% of Portfolio:0.1% ($211.1K/$149.8M)

EASTMAN CHEMICAL CO

EMN|277432100

Shares:2.1K

Value:$186.7K

% of Portfolio:0.1% ($186.7K/$149.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:345

Value:$183.7K

% of Portfolio:0.1% ($183.7K/$149.8M)

Black Stone Minerals, L.P.

BSM|09225M101

Shares:12.0K

Value:$183.4K

% of Portfolio:0.1% ($183.4K/$149.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:668

Value:$163.9K

% of Portfolio:0.1% ($163.9K/$149.8M)

ANALOG DEVICES INC

ADI|032654105

Shares:773

Value:$156.0K

% of Portfolio:0.1% ($156.0K/$149.8M)

Magnera Corp

MAGN|55939A107

Shares:8.5K

Value:$153.9K

% of Portfolio:0.1% ($153.9K/$149.8M)

GENUINE PARTS CO

GPC|372460105

Shares:1.2K

Value:$141.9K

% of Portfolio:0.1% ($141.9K/$149.8M)

921937819

BIV|921937819

Shares:1.9K

Value:$141.8K

% of Portfolio:0.1% ($141.8K/$149.8M)

KLA CORP

KLAC|482480100

Shares:196

Value:$133.4K

% of Portfolio:0.1% ($133.4K/$149.8M)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.1K

Value:$130.3K

% of Portfolio:0.1% ($130.3K/$149.8M)

921937827

BSV|921937827

Shares:1.6K

Value:$125.9K

% of Portfolio:0.1% ($125.9K/$149.8M)

97717X669

Shares:1.6K

Value:$125.9K

% of Portfolio:0.1% ($125.9K/$149.8M)

Seneca Foods Corp

SENEA|817070501

Shares:1.4K

Value:$125.6K

% of Portfolio:0.1% ($125.6K/$149.8M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:1.9K

Value:$119.9K

% of Portfolio:0.1% ($119.9K/$149.8M)

British American Tobacco p.l.c.

BTI|110448107

Shares:2.7K

Value:$113.1K

% of Portfolio:0.1% ($113.1K/$149.8M)

Esquire Financial Holdings, Inc.

ESQ|29667J101

Shares:1.5K

Value:$112.3K

% of Portfolio:0.1% ($112.3K/$149.8M)

921937793

BLV|921937793

Shares:1.5K

Value:$104.9K

% of Portfolio:0.1% ($104.9K/$149.8M)

Burford Capital Ltd

BUR|G17977110

Shares:7.7K

Value:$101.4K

% of Portfolio:0.1% ($101.4K/$149.8M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:341

Value:$100.6K

% of Portfolio:0.1% ($100.6K/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	1.9K	QoQ +3.06% (-58) YoY NEW(+1.9K)	All Managers (Combined)	$211.1K	0.1% ($211.1K/$149.8M)	QoQ -16.81% (-$42.7K) YoY NEW(+$211.1K)
EASTMAN CHEMICAL CO(EMNcusip277432100)	2.1K	QoQ -29.63% (-892) YoY -46.12% (-1.8K)	All Managers (Combined)	$186.7K	0.1% ($186.7K/$149.8M)	QoQ -32.09% (-$88.2K) YoY -52.61% (-$207.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	345	QoQ -2.81% (-10) YoY -4.69% (-17)	All Managers (Combined)	$183.7K	0.1% ($183.7K/$149.8M)	QoQ +14.18% (-$22.8K) YoY +20.70% (-$31.5K)
Black Stone Minerals, L.P.(BSMcusip09225M101)	12.0K	QoQ +14.85% (+1.6K) YoY -4.43% (-558)	All Managers (Combined)	$183.4K	0.1% ($183.4K/$149.8M)	QoQ +20.12% (+$30.7K) YoY -8.68% (-$17.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	668	QoQ -4.16% (-29) YoY -7.86% (-57)	All Managers (Combined)	$163.9K	0.1% ($163.9K/$149.8M)	QoQ -1.91% (-$3.2K) YoY +12.83% (-$18.6K)
ANALOG DEVICES INC(ADIcusip032654105)	773	QoQ -35.25% (-421) YoY -45.94% (-657)	All Managers (Combined)	$156.0K	0.1% ($156.0K/$149.8M)	QoQ -38.49% (-$97.6K) YoY -44.84% (-$126.9K)
Magnera Corp(MAGNcusip55939A107)	8.5K	QoQ +5.10% (+412) YoY NEW(+8.5K)	All Managers (Combined)	$153.9K	0.1% ($153.9K/$149.8M)	QoQ +5.05% (+$7.4K) YoY NEW(+$153.9K)
GENUINE PARTS CO(GPCcusip372460105)	1.2K	QoQ +0.08% (+1) YoY +0.42% (-5)	All Managers (Combined)	$141.9K	0.1% ($141.9K/$149.8M)	QoQ +2.18% (+$3.0K) YoY -22.78% (-$41.9K)
(BIVcusip921937819)	1.9K	QoQ +0.43% (+8) YoY -13.46% (-288)	All Managers (Combined)	$141.8K	0.1% ($141.8K/$149.8M)	QoQ +2.97% (+$4.1K) YoY -12.08% (-$19.5K)
KLA CORP(KLACcusip482480100)	196	QoQ -7.10% (-15) YoY -7.98% (-17)	All Managers (Combined)	$133.4K	0.1% ($133.4K/$149.8M)	QoQ +0.45% (-$605) YoY -10.54% (-$15.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	1.1K	QoQ +0.82% (+9) YoY +3.39% (+36)	All Managers (Combined)	$130.3K	0.1% ($130.3K/$149.8M)	QoQ +11.54% (+$13.5K) YoY +5.88% (+$7.2K)
(BSVcusip921937827)	1.6K	QoQ -0.18% (-3) YoY -7.37% (-128)	All Managers (Combined)	$125.9K	0.1% ($125.9K/$149.8M)	QoQ +1.14% (-$1.4K) YoY -5.40% (-$7.2K)
(cusip97717X669)✕	1.6K	QoQ -6.07% (-102) YoY -35.19% (-856)	All Managers (Combined)	$125.9K	0.1% ($125.9K/$149.8M)	QoQ -7.29% (-$9.9K) YoY -32.06% (-$59.4K)
Seneca Foods Corp(SENEAcusip817070501)	1.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$125.6K	0.1% ($125.6K/$149.8M)	QoQ +12.33% (+$13.8K) YoY +56.48% (+$45.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	1.9K	QoQ -8.99% (-192) YoY -30.76% (-863)	All Managers (Combined)	$119.9K	0.1% ($119.9K/$149.8M)	QoQ -5.12% (-$6.5K) YoY -14.37% (-$20.1K)
British American Tobacco p.l.c.(BTIcusip110448107)	2.7K	QoQ +1.71% (+46) YoY -73.85% (-7.7K)	All Managers (Combined)	$113.1K	0.1% ($113.1K/$149.8M)	QoQ +15.90% (+$15.5K) YoY -64.52% (-$205.6K)
Esquire Financial Holdings, Inc.(ESQcusip29667J101)	1.5K	QoQ +0.20% (-3) YoY +1.01% (+15)	All Managers (Combined)	$112.3K	0.1% ($112.3K/$149.8M)	QoQ -4.96% (-$5.9K) YoY +60.38% (+$42.3K)
(BLVcusip921937793)	1.5K	QoQ +6.43% (+90) YoY -12.30% (-209)	All Managers (Combined)	$104.9K	0.1% ($104.9K/$149.8M)	QoQ +9.57% (+$9.2K) YoY -14.59% (-$17.9K)
Burford Capital Ltd(BURcusipG17977110)	7.7K	QoQ 0.00% (+0) YoY -5.06% (-409)	All Managers (Combined)	$101.4K	0.1% ($101.4K/$149.8M)	QoQ +3.60% (+$3.5K) YoY -21.46% (-$27.7K)
Air Products & Chemicals, Inc.(APDcusip009158106)	341	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$100.6K	0.1% ($100.6K/$149.8M)	QoQ +1.68% (+$1.7K) YoY +21.73% (+$18.0K)