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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RLI CORP

RLI|749607107

Shares:1.2K

Value:$95.3K

% of Portfolio:0.1% ($95.3K/$149.8M)

921932505

VOOG|921932505

Shares:278

Value:$93.2K

% of Portfolio:0.1% ($93.2K/$149.8M)

81369Y803

XLK|81369Y803

Shares:446

Value:$92.1K

% of Portfolio:0.1% ($92.1K/$149.8M)

MIND CTI LTD

MNDO|M70240102

Shares:51.6K

Value:$91.9K

% of Portfolio:0.1% ($91.9K/$149.8M)

SiteOne Landscape Supply, Inc.

SITE|82982L103

Shares:715

Value:$86.8K

% of Portfolio:0.1% ($86.8K/$149.8M)

COCA COLA CO

KO|191216100

Shares:1.2K

Value:$86.6K

% of Portfolio:0.1% ($86.6K/$149.8M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:295

Value:$80.4K

% of Portfolio:0.1% ($80.4K/$149.8M)

464288240

Shares:1.4K

Value:$75.2K

% of Portfolio:0.1% ($75.2K/$149.8M)

389930207

Shares:2.0K

Value:$73.8K

% of Portfolio:0.0% ($73.8K/$149.8M)

Merck & Co., Inc.

MRK|58933Y105

Shares:817

Value:$73.4K

% of Portfolio:0.0% ($73.4K/$149.8M)

92206C102

VGSH|92206C102

Shares:1.3K

Value:$73.4K

% of Portfolio:0.0% ($73.4K/$149.8M)

808524607

SCHA|808524607

Shares:3.0K

Value:$70.9K

% of Portfolio:0.0% ($70.9K/$149.8M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:130

Value:$68.4K

% of Portfolio:0.0% ($68.4K/$149.8M)

46138E370

Shares:872

Value:$68.3K

% of Portfolio:0.0% ($68.3K/$149.8M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:267

Value:$66.2K

% of Portfolio:0.0% ($66.2K/$149.8M)

389637109

Shares:1.0K

Value:$66.0K

% of Portfolio:0.0% ($66.0K/$149.8M)

HOME DEPOT, INC.

HD|437076102

Shares:157

Value:$57.6K

% of Portfolio:0.0% ($57.6K/$149.8M)

SONOCO PRODUCTS CO

SON|835495102

Shares:1.2K

Value:$57.2K

% of Portfolio:0.0% ($57.2K/$149.8M)

PFIZER INC

PFE|717081103

Shares:2.2K

Value:$55.9K

% of Portfolio:0.0% ($55.9K/$149.8M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:3.7K

Value:$55.6K

% of Portfolio:0.0% ($55.6K/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RLI CORP(RLIcusip749607107)	1.2K	QoQ +100.00% (-593) YoY +98.65% (+589)	All Managers (Combined)	$95.3K	0.1% ($95.3K/$149.8M)	QoQ -2.53% (-$2.5K) YoY +7.48% (+$6.6K)
(VOOGcusip921932505)	278	QoQ 0.00% (-0) YoY NEW(+278)	All Managers (Combined)	$93.2K	0.1% ($93.2K/$149.8M)	QoQ -8.48% (-$8.6K) YoY NEW(+$93.2K)
(XLKcusip81369Y803)	446	QoQ 0.00% (-0) YoY -29.09% (-183)	All Managers (Combined)	$92.1K	0.1% ($92.1K/$149.8M)	QoQ -11.15% (-$11.6K) YoY -29.74% (-$39.0K)
MIND CTI LTD(MNDOcusipM70240102)	51.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$91.9K	0.1% ($91.9K/$149.8M)	QoQ -9.87% (-$10.1K) YoY -6.17% (-$6.0K)
SiteOne Landscape Supply, Inc.(SITEcusip82982L103)	715	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$86.8K	0.1% ($86.8K/$149.8M)	QoQ -7.83% (-$7.4K) YoY -30.42% (-$38.0K)
COCA COLA CO(KOcusip191216100)	1.2K	QoQ 0.00% (+0) YoY -4.50% (-57)	All Managers (Combined)	$86.6K	0.1% ($86.6K/$149.8M)	QoQ +15.03% (+$11.3K) YoY +11.82% (-$9.2K)
GENERAL DYNAMICS CORP(GDcusip369550108)	295	QoQ 0.00% (+0) YoY -0.67% (-2)	All Managers (Combined)	$80.4K	0.1% ($80.4K/$149.8M)	QoQ +3.62% (+$2.8K) YoY -4.21% (-$3.5K)
(cusip464288240)✕	1.4K	QoQ -46.40% (-1.2K) YoY +2.72% (+36)	All Managers (Combined)	$75.2K	0.1% ($75.2K/$149.8M)	QoQ -42.98% (-$56.7K) YoY +6.72% (+$4.7K)
(cusip389930207)✕	2.0K	QoQ 0.00% (-0) YoY NEW(+2.0K)	All Managers (Combined)	$73.8K	0.0% ($73.8K/$149.8M)	QoQ -12.84% (-$10.9K) YoY NEW(+$73.8K)
Merck & Co., Inc.(MRKcusip58933Y105)	817	QoQ -0.12% (-1) YoY -0.12% (-1)	All Managers (Combined)	$73.4K	0.0% ($73.4K/$149.8M)	QoQ -9.77% (-$8.0K) YoY -31.97% (-$34.5K)
(VGSHcusip92206C102)	1.3K	QoQ -10.20% (-142) YoY -29.97% (-535)	All Managers (Combined)	$73.4K	0.0% ($73.4K/$149.8M)	QoQ -9.38% (-$7.6K) YoY -29.20% (-$30.3K)
(SCHAcusip808524607)	3.0K	QoQ +0.03% (-1) YoY +68.28% (-1.2K)	All Managers (Combined)	$70.9K	0.0% ($70.9K/$149.8M)	QoQ -9.32% (-$7.3K) YoY -19.89% (-$17.6K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	130	QoQ 0.00% (+0) YoY +0.77% (+1)	All Managers (Combined)	$68.4K	0.0% ($68.4K/$149.8M)	QoQ +3.85% (+$2.5K) YoY +7.15% (+$4.6K)
(cusip46138E370)✕	872	QoQ -0.45% (-4) YoY 0.00% (-0)	All Managers (Combined)	$68.3K	0.0% ($68.3K/$149.8M)	QoQ -12.05% (-$9.4K) YoY -10.69% (-$8.2K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	267	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$66.2K	0.0% ($66.2K/$149.8M)	QoQ -2.18% (-$1.5K) YoY -7.57% (-$5.4K)
(cusip389637109)✕	1.0K	QoQ 0.00% (-0) YoY -7.57% (-83)	All Managers (Combined)	$66.0K	0.0% ($66.0K/$149.8M)	QoQ -11.95% (-$9.0K) YoY -4.64% (-$3.2K)
HOME DEPOT, INC.(HDcusip437076102)	157	QoQ -14.20% (-26) YoY -12.77% (-23)	All Managers (Combined)	$57.6K	0.0% ($57.6K/$149.8M)	QoQ -19.02% (-$13.5K) YoY -16.74% (-$11.6K)
SONOCO PRODUCTS CO(SONcusip835495102)	1.2K	QoQ +0.33% (-4) YoY -12.31% (-170)	All Managers (Combined)	$57.2K	0.0% ($57.2K/$149.8M)	QoQ -2.95% (-$1.7K) YoY -28.37% (-$22.7K)
PFIZER INC(PFEcusip717081103)	2.2K	QoQ +0.40% (-9) YoY +1.56% (-34)	All Managers (Combined)	$55.9K	0.0% ($55.9K/$149.8M)	QoQ -4.08% (-$2.4K) YoY -7.22% (-$4.4K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	3.7K	QoQ -25.20% (-1.2K) YoY -36.42% (-2.1K)	All Managers (Combined)	$55.6K	0.0% ($55.6K/$149.8M)	QoQ -30.99% (-$25.0K) YoY -31.59% (-$25.7K)