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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922042775

VEU|922042775

Shares:544

Value:$33.0K

% of Portfolio:0.0% ($33.0K/$149.8M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:180

Value:$31.7K

% of Portfolio:0.0% ($31.7K/$149.8M)

GENERAL MILLS INC

GIS|370334104

Shares:523

Value:$31.3K

% of Portfolio:0.0% ($31.3K/$149.8M)

Alphabet Inc.

GOOG|02079K107

Shares:199

Value:$31.2K

% of Portfolio:0.0% ($31.2K/$149.8M)

922042718

VSS|922042718

Shares:270

Value:$31.2K

% of Portfolio:0.0% ($31.2K/$149.8M)

808524805

SCHF|808524805

Shares:1.5K

Value:$29.0K

% of Portfolio:0.0% ($29.0K/$149.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:168

Value:$26.0K

% of Portfolio:0.0% ($26.0K/$149.8M)

ORACLE CORP

ORCL|68389X105

Shares:176

Value:$24.7K

% of Portfolio:0.0% ($24.7K/$149.8M)

922908595

VBK|922908595

Shares:95

Value:$24.0K

% of Portfolio:0.0% ($24.0K/$149.8M)

AFLAC INC

AFL|001055102

Shares:215

Value:$23.9K

% of Portfolio:0.0% ($23.9K/$149.8M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:205

Value:$22.6K

% of Portfolio:0.0% ($22.6K/$149.8M)

92204A405

VFH|92204A405

Shares:185

Value:$22.2K

% of Portfolio:0.0% ($22.2K/$149.8M)

STARBUCKS CORP

SBUX|855244109

Shares:226

Value:$22.2K

% of Portfolio:0.0% ($22.2K/$149.8M)

AT&T INC.

T|00206R102

Shares:743

Value:$21.0K

% of Portfolio:0.0% ($21.0K/$149.8M)

81369Y506

Shares:208

Value:$19.4K

% of Portfolio:0.0% ($19.4K/$149.8M)

Blackstone Inc.

BX|09260D107

Shares:127

Value:$17.8K

% of Portfolio:0.0% ($17.8K/$149.8M)

AMGEN INC

AMGN|031162100

Shares:56

Value:$17.5K

% of Portfolio:0.0% ($17.5K/$149.8M)

AMAZON COM INC

AMZN|023135106

Shares:90

Value:$17.1K

% of Portfolio:0.0% ($17.1K/$149.8M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:68

Value:$17.0K

% of Portfolio:0.0% ($17.0K/$149.8M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:53

Value:$16.4K

% of Portfolio:0.0% ($16.4K/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEUcusip922042775)	544	QoQ +4.01% (+21) YoY +8.58% (+43)	All Managers (Combined)	$33.0K	0.0% ($33.0K/$149.8M)	QoQ +10.00% (+$3.0K) YoY +12.36% (+$3.6K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	180	QoQ +0.55% (-1) YoY +3.44% (+6)	All Managers (Combined)	$31.7K	0.0% ($31.7K/$149.8M)	QoQ -8.12% (-$2.8K) YoY +12.75% (+$3.6K)
GENERAL MILLS INC(GIScusip370334104)	523	QoQ +0.38% (-2) YoY +1.35% (-7)	All Managers (Combined)	$31.3K	0.0% ($31.3K/$149.8M)	QoQ -5.76% (-$1.9K) YoY -13.31% (-$4.8K)
Alphabet Inc.(GOOGcusip02079K107)	199	QoQ -0.50% (-1) YoY 0.00% (+0)	All Managers (Combined)	$31.2K	0.0% ($31.2K/$149.8M)	QoQ -17.86% (-$6.8K) YoY +3.07% (+$933)
(VSScusip922042718)	270	QoQ +4.65% (+12) YoY +9.75% (+24)	All Managers (Combined)	$31.2K	0.0% ($31.2K/$149.8M)	QoQ +5.67% (+$1.7K) YoY +8.75% (+$2.5K)
(SCHFcusip808524805)	1.5K	QoQ -20.32% (-374) YoY -58.11% (-2.0K)	All Managers (Combined)	$29.0K	0.0% ($29.0K/$149.8M)	QoQ -14.78% (-$5.0K) YoY -78.76% (-$107.6K)
Alphabet Inc.(GOOGLcusip02079K305)	168	QoQ +242.85% (+119) YoY +223.07% (+116)	All Managers (Combined)	$26.0K	0.0% ($26.0K/$149.8M)	QoQ +179.47% (+$16.7K) YoY +231.49% (+$18.2K)
ORACLE CORP(ORCLcusip68389X105)	176	QoQ 0.00% (-0) YoY +0.57% (+1)	All Managers (Combined)	$24.7K	0.0% ($24.7K/$149.8M)	QoQ -15.91% (-$4.7K) YoY +12.51% (+$2.7K)
(VBKcusip922908595)	95	QoQ 0.00% (-0) YoY +9.19% (+8)	All Managers (Combined)	$24.0K	0.0% ($24.0K/$149.8M)	QoQ -9.95% (-$2.7K) YoY +6.05% (+$1.4K)
AFLAC INC(AFLcusip001055102)	215	QoQ 0.00% (+0) YoY +0.46% (+1)	All Managers (Combined)	$23.9K	0.0% ($23.9K/$149.8M)	QoQ +7.62% (+$1.7K) YoY +30.10% (+$5.5K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	205	QoQ +0.98% (-2) YoY +5.12% (-10)	All Managers (Combined)	$22.6K	0.0% ($22.6K/$149.8M)	QoQ -11.57% (-$3.0K) YoY -22.12% (-$6.4K)
(VFHcusip92204A405)	185	QoQ -0.53% (-1) YoY -0.53% (-1)	All Managers (Combined)	$22.2K	0.0% ($22.2K/$149.8M)	QoQ +1.18% (-$260) YoY +16.68% (-$3.2K)
STARBUCKS CORP(SBUXcusip855244109)	226	QoQ +0.44% (+1) YoY +258.73% (+163)	All Managers (Combined)	$22.2K	0.0% ($22.2K/$149.8M)	QoQ +8.06% (+$1.7K) YoY +286.84% (+$16.4K)
AT&T INC.(Tcusip00206R102)	743	QoQ +0.13% (+1) YoY +339.64% (+574)	All Managers (Combined)	$21.0K	0.0% ($21.0K/$149.8M)	QoQ +24.48% (+$4.1K) YoY +605.30% (+$18.0K)
(cusip81369Y506)✕	208	QoQ -99.36% (-32.8K) YoY +114.43% (+111)	All Managers (Combined)	$19.4K	0.0% ($19.4K/$149.8M)	QoQ -99.31% (-$2.8M) YoY +112.08% (+$10.3K)
Blackstone Inc.(BXcusip09260D107)	127	QoQ +0.79% (-1) YoY +0.79% (+1)	All Managers (Combined)	$17.8K	0.0% ($17.8K/$149.8M)	QoQ -18.22% (-$4.0K) YoY +7.57% (+$1.3K)
AMGEN INC(AMGNcusip031162100)	56	QoQ -71.42% (-140) YoY -71.13% (-138)	All Managers (Combined)	$17.5K	0.0% ($17.5K/$149.8M)	QoQ -65.64% (-$33.5K) YoY -68.17% (-$37.6K)
AMAZON COM INC(AMZNcusip023135106)	90	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$17.1K	0.0% ($17.1K/$149.8M)	QoQ -13.27% (-$2.6K) YoY +5.47% (+$889)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	68	QoQ -1.44% (-1) YoY -1.44% (-1)	All Managers (Combined)	$17.0K	0.0% ($17.0K/$149.8M)	QoQ +13.11% (-$2.0K) YoY +30.21% (-$4.0K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	53	QoQ -1.85% (-1) YoY -1.85% (-1)	All Managers (Combined)	$16.4K	0.0% ($16.4K/$149.8M)	QoQ +4.37% (-$689) YoY +22.33% (-$3.0K)