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

Page 6 of 12

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NOVO NORDISK A S

NVO|670100205

Shares:800

Value:$55.6K

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

97717W406

Shares:495

Value:$54.4K

% of Portfolio:0.0% ($54.4K/$149.8M)

DULUTH HOLDINGS INC.

DLTH|26443V101

Shares:31.0K

Value:$53.9K

% of Portfolio:0.0% ($53.9K/$149.8M)

S&P Global Inc.

SPGI|78409V104

Shares:100

Value:$51.0K

% of Portfolio:0.0% ($51.0K/$149.8M)

46137V357

RSP|46137V357

Shares:293

Value:$50.8K

% of Portfolio:0.0% ($50.8K/$149.8M)

HUBBELL INC

HUBB|443510607

Shares:146

Value:$48.5K

% of Portfolio:0.0% ($48.5K/$149.8M)

Silvercrest Asset Management Group Inc.

SAMG|828359109

Shares:2.9K

Value:$48.3K

% of Portfolio:0.0% ($48.3K/$149.8M)

92206C714

Shares:560

Value:$46.2K

% of Portfolio:0.0% ($46.2K/$149.8M)

Bunge Global SA

BG|H11356104

Shares:578

Value:$44.2K

% of Portfolio:0.0% ($44.2K/$149.8M)

Tesla, Inc.

TSLA|88160R101

Shares:170

Value:$44.1K

% of Portfolio:0.0% ($44.1K/$149.8M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:205

Value:$43.4K

% of Portfolio:0.0% ($43.4K/$149.8M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:933

Value:$42.3K

% of Portfolio:0.0% ($42.3K/$149.8M)

47733C207

Shares:9.1K

Value:$41.6K

% of Portfolio:0.0% ($41.6K/$149.8M)

808524201

SCHX|808524201

Shares:1.8K

Value:$40.3K

% of Portfolio:0.0% ($40.3K/$149.8M)

BP PLC

BP|055622104

Shares:1.1K

Value:$38.3K

% of Portfolio:0.0% ($38.3K/$149.8M)

46137V332

Shares:1.1K

Value:$33.9K

% of Portfolio:0.0% ($33.9K/$149.8M)

922908512

VOE|922908512

Shares:209

Value:$33.7K

% of Portfolio:0.0% ($33.7K/$149.8M)

808524508

Shares:1.3K

Value:$33.6K

% of Portfolio:0.0% ($33.6K/$149.8M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:473

Value:$33.5K

% of Portfolio:0.0% ($33.5K/$149.8M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:541

Value:$33.1K

% of Portfolio:0.0% ($33.1K/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NOVO NORDISK A S(NVOcusip670100205)	800	QoQ -23.80% (-250) YoY -23.80% (-250)	All Managers (Combined)	$55.6K	0.0% ($55.6K/$149.8M)	QoQ -38.49% (-$34.8K) YoY -58.79% (-$79.3K)
(cusip97717W406)✕	495	QoQ -33.28% (-247) YoY -34.52% (-261)	All Managers (Combined)	$54.4K	0.0% ($54.4K/$149.8M)	QoQ -31.14% (-$24.6K) YoY -29.30% (-$22.6K)
DULUTH HOLDINGS INC.(DLTHcusip26443V101)	31.0K	QoQ 0.00% (-0) YoY NEW(+31.0K)	All Managers (Combined)	$53.9K	0.0% ($53.9K/$149.8M)	QoQ -43.68% (-$41.8K) YoY NEW(+$53.9K)
S&P Global Inc.(SPGIcusip78409V104)	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$51.0K	0.0% ($51.0K/$149.8M)	QoQ +2.15% (+$1.1K) YoY +20.01% (+$8.5K)
(RSPcusip46137V357)	293	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$50.8K	0.0% ($50.8K/$149.8M)	QoQ -1.14% (-$586) YoY +2.27% (+$1.1K)
HUBBELL INC(HUBBcusip443510607)	146	QoQ 0.00% (-0) YoY -51.00% (-152)	All Managers (Combined)	$48.5K	0.0% ($48.5K/$149.8M)	QoQ -20.74% (-$12.7K) YoY -60.71% (-$75.0K)
Silvercrest Asset Management Group Inc.(SAMGcusip828359109)	2.9K	QoQ +2.00% (-58) YoY +4.83% (+136)	All Managers (Combined)	$48.3K	0.0% ($48.3K/$149.8M)	QoQ -9.24% (-$4.9K) YoY +8.50% (+$3.8K)
(cusip92206C714)✕	560	QoQ 0.00% (+0) YoY +39.30% (+158)	All Managers (Combined)	$46.2K	0.0% ($46.2K/$149.8M)	QoQ +1.58% (+$723) YoY +46.19% (+$14.6K)
Bunge Global SA(BGcusipH11356104)	578	QoQ -2.52% (-15) YoY -45.31% (-479)	All Managers (Combined)	$44.2K	0.0% ($44.2K/$149.8M)	QoQ -4.04% (-$1.9K) YoY -59.21% (-$64.2K)
Tesla, Inc.(TSLAcusip88160R101)	170	QoQ +0.59% (-1) YoY -6.59% (-12)	All Managers (Combined)	$44.1K	0.0% ($44.1K/$149.8M)	QoQ -35.44% (-$24.2K) YoY +37.70% (-$12.1K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	205	QoQ -13.13% (-31) YoY -58.07% (-284)	All Managers (Combined)	$43.4K	0.0% ($43.4K/$149.8M)	QoQ -18.72% (-$10.0K) YoY -56.76% (-$57.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	933	QoQ +1.63% (+15) YoY +6.62% (+58)	All Managers (Combined)	$42.3K	0.0% ($42.3K/$149.8M)	QoQ +15.29% (+$5.6K) YoY +15.22% (+$5.6K)
(cusip47733C207)✕	9.1K	QoQ 0.00% (-0) YoY -72.05% (-23.4K)	All Managers (Combined)	$41.6K	0.0% ($41.6K/$149.8M)	QoQ -1.07% (-$453) YoY -75.88% (-$131.0K)
(SCHXcusip808524201)	1.8K	QoQ +0.10% (-2) YoY +76.57% (-791)	All Managers (Combined)	$40.3K	0.0% ($40.3K/$149.8M)	QoQ -4.64% (-$2.0K) YoY -37.15% (-$23.8K)
BP PLC(BPcusip055622104)	1.1K	QoQ +0.08% (+1) YoY +0.35% (-4)	All Managers (Combined)	$38.3K	0.0% ($38.3K/$149.8M)	QoQ +14.40% (+$4.8K) YoY -9.98% (-$4.2K)
(cusip46137V332)✕	1.1K	QoQ +0.17% (+2) YoY +0.61% (-7)	All Managers (Combined)	$33.9K	0.0% ($33.9K/$149.8M)	QoQ +1.68% (+$561) YoY -5.86% (-$2.1K)
(VOEcusip922908512)	209	QoQ +0.48% (-1) YoY +27.43% (+45)	All Managers (Combined)	$33.7K	0.0% ($33.7K/$149.8M)	QoQ -0.10% (-$35) YoY +31.49% (+$8.1K)
(cusip808524508)✕	1.3K	QoQ +0.07% (-1) YoY +151.56% (-773)	All Managers (Combined)	$33.6K	0.0% ($33.6K/$149.8M)	QoQ -5.34% (-$1.9K) YoY -19.03% (-$7.9K)
NEXTERA ENERGY INC(NEEcusip65339F101)	473	QoQ +0.85% (-4) YoY +2.82% (+13)	All Managers (Combined)	$33.5K	0.0% ($33.5K/$149.8M)	QoQ -0.33% (-$114) YoY +14.05% (+$4.1K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	541	QoQ +0.55% (+3) YoY +3.63% (+19)	All Managers (Combined)	$33.1K	0.0% ($33.1K/$149.8M)	QoQ +8.72% (+$2.7K) YoY +16.76% (+$4.7K)