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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GENERAL ELECTRIC CO

GE|369604301

Shares:78

Value:$15.7K

% of Portfolio:0.0% ($15.7K/$149.8M)

Integer Holdings Corp

ITGR|45826H109

Shares:131

Value:$15.5K

% of Portfolio:0.0% ($15.5K/$149.8M)

KROGER CO

KR|501044101

Shares:209

Value:$14.2K

% of Portfolio:0.0% ($14.2K/$149.8M)

Sanofi

SNY|80105N105

Shares:255

Value:$14.1K

% of Portfolio:0.0% ($14.1K/$149.8M)

92206C680

VONG|92206C680

Shares:151

Value:$14.1K

% of Portfolio:0.0% ($14.1K/$149.8M)

CHEVRON CORP

CVX|166764100

Shares:83

Value:$13.9K

% of Portfolio:0.0% ($13.9K/$149.8M)

US BANCORP \DE\

USB|902973304

Shares:309

Value:$13.1K

% of Portfolio:0.0% ($13.1K/$149.8M)

46432F842

IEFA|46432F842

Shares:165

Value:$12.5K

% of Portfolio:0.0% ($12.5K/$149.8M)

HNI CORP

HNI|404251100

Shares:280

Value:$12.4K

% of Portfolio:0.0% ($12.4K/$149.8M)

922908744

VTV|922908744

Shares:71

Value:$12.4K

% of Portfolio:0.0% ($12.4K/$149.8M)

Cigna Group

CI|125523100

Shares:36

Value:$12.1K

% of Portfolio:0.0% ($12.1K/$149.8M)

Perimeter Solutions, Inc.

PRM|71385M107

Shares:1.2K

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$149.8M)

921908844

VIG|921908844

Shares:60

Value:$11.8K

% of Portfolio:0.0% ($11.8K/$149.8M)

Brookfield Wealth Solutions Ltd.

BNT|G17434104

Shares:217

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$149.8M)

Postal Realty Trust, Inc.

PSTL|73757R102

Shares:790

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$149.8M)

SOUTHERN CO

SO|842587107

Shares:117

Value:$10.8K

% of Portfolio:0.0% ($10.8K/$149.8M)

Seagate Technology Holdings plc

STX|G7997R103

Shares:126

Value:$10.7K

% of Portfolio:0.0% ($10.7K/$149.8M)

SIGNET JEWELERS LTD

SIG|G81276100

Shares:184

Value:$10.7K

% of Portfolio:0.0% ($10.7K/$149.8M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:177

Value:$10.6K

% of Portfolio:0.0% ($10.6K/$149.8M)

DIAGEO PLC

DEO|25243Q205

Shares:99

Value:$10.4K

% of Portfolio:0.0% ($10.4K/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENERAL ELECTRIC CO(GEcusip369604301)	78	QoQ -1.26% (-1) YoY -1.26% (-1)	All Managers (Combined)	$15.7K	0.0% ($15.7K/$149.8M)	QoQ +20.00% (-$2.6K) YoY +14.02% (-$1.9K)
Integer Holdings Corp(ITGRcusip45826H109)	131	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$15.5K	0.0% ($15.5K/$149.8M)	QoQ -10.95% (-$1.9K) YoY +1.13% (+$174)
KROGER CO(KRcusip501044101)	209	QoQ 0.00% (+0) YoY +1.95% (+4)	All Managers (Combined)	$14.2K	0.0% ($14.2K/$149.8M)	QoQ +11.24% (+$1.4K) YoY +21.10% (+$2.5K)
Sanofi(SNYcusip80105N105)	255	QoQ 0.00% (+0) YoY -70.79% (-618)	All Managers (Combined)	$14.1K	0.0% ($14.1K/$149.8M)	QoQ +14.98% (+$1.8K) YoY -66.66% (-$28.3K)
(VONGcusip92206C680)	151	QoQ -0.65% (-1) YoY -0.65% (-1)	All Managers (Combined)	$14.1K	0.0% ($14.1K/$149.8M)	QoQ -10.17% (-$1.6K) YoY +7.21% (-$949)
CHEVRON CORP(CVXcusip166764100)	83	QoQ +1.21% (+1) YoY +3.75% (+3)	All Managers (Combined)	$13.9K	0.0% ($13.9K/$149.8M)	QoQ +16.73% (+$2.0K) YoY +10.70% (+$1.3K)
US BANCORP \DE\(USBcusip902973304)	309	QoQ +0.98% (-3) YoY +4.39% (-13)	All Managers (Combined)	$13.1K	0.0% ($13.1K/$149.8M)	QoQ -10.86% (-$1.6K) YoY -1.35% (-$180)
(IEFAcusip46432F842)	165	QoQ -0.60% (-1) YoY -30.08% (-71)	All Managers (Combined)	$12.5K	0.0% ($12.5K/$149.8M)	QoQ +7.64% (-$889) YoY -28.57% (-$5.0K)
HNI CORP(HNIcusip404251100)	280	QoQ 0.00% (-0) YoY -25.92% (-98)	All Managers (Combined)	$12.4K	0.0% ($12.4K/$149.8M)	QoQ -11.95% (-$1.7K) YoY -26.99% (-$4.6K)
(VTVcusip922908744)	71	QoQ -85.68% (-425) YoY +73.17% (+30)	All Managers (Combined)	$12.4K	0.0% ($12.4K/$149.8M)	QoQ -85.29% (-$71.6K) YoY +84.17% (+$5.6K)
Cigna Group(CIcusip125523100)	36	QoQ -2.70% (-1) YoY -2.70% (-1)	All Managers (Combined)	$12.1K	0.0% ($12.1K/$149.8M)	QoQ +19.14% (-$1.9K) YoY -9.41% (-$1.3K)
Perimeter Solutions, Inc.(PRMcusip71385M107)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$12.0K	0.0% ($12.0K/$149.8M)	QoQ NEW(+$12.0K) YoY NEW(+$12.0K)
(VIGcusip921908844)	60	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$11.8K	0.0% ($11.8K/$149.8M)	QoQ -0.45% (-$54) YoY +8.20% (+$892)
Brookfield Wealth Solutions Ltd.(BNTcusipG17434104)	217	QoQ 0.00% (-0) YoY NEW(+217)	All Managers (Combined)	$11.3K	0.0% ($11.3K/$149.8M)	QoQ -9.15% (-$1.1K) YoY NEW(+$11.3K)
Postal Realty Trust, Inc.(PSTLcusip73757R102)	790	QoQ -16.84% (-160) YoY -16.84% (-160)	All Managers (Combined)	$11.3K	0.0% ($11.3K/$149.8M)	QoQ -9.00% (-$1.1K) YoY -17.07% (-$2.3K)
SOUTHERN CO(SOcusip842587107)	117	QoQ 0.00% (+0) YoY +2.63% (+3)	All Managers (Combined)	$10.8K	0.0% ($10.8K/$149.8M)	QoQ +12.61% (+$1.2K) YoY +32.56% (+$2.7K)
Seagate Technology Holdings plc(STXcusipG7997R103)	126	QoQ -74.85% (-375) YoY -75.58% (-390)	All Managers (Combined)	$10.7K	0.0% ($10.7K/$149.8M)	QoQ -75.24% (-$32.5K) YoY -77.70% (-$37.3K)
SIGNET JEWELERS LTD(SIGcusipG81276100)	184	QoQ NEW(+184) YoY NEW(+184)	All Managers (Combined)	$10.7K	0.0% ($10.7K/$149.8M)	QoQ NEW(+$10.7K) YoY NEW(+$10.7K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	177	QoQ -55.75% (-223) YoY -59.86% (-264)	All Managers (Combined)	$10.6K	0.0% ($10.6K/$149.8M)	QoQ -51.09% (-$11.1K) YoY -38.40% (-$6.6K)
DIAGEO PLC(DEOcusip25243Q205)	99	QoQ 0.00% (-0) YoY -54.58% (-119)	All Managers (Combined)	$10.4K	0.0% ($10.4K/$149.8M)	QoQ -17.57% (-$2.2K) YoY -67.82% (-$22.0K)