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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EMERSON ELECTRIC CO

EMR|291011104

Shares:91

Value:$10.0K

% of Portfolio:0.0% ($10.0K/$149.8M)

74348A467

Shares:96

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$149.8M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:81

Value:$9.2K

% of Portfolio:0.0% ($9.2K/$149.8M)

MID AMERICA APARTMENT COMMUNITIES INC.

MAA|59522J103

Shares:54

Value:$9.0K

% of Portfolio:0.0% ($9.0K/$149.8M)

922908769

VTI|922908769

Shares:32

Value:$9.0K

% of Portfolio:0.0% ($9.0K/$149.8M)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:96

Value:$8.9K

% of Portfolio:0.0% ($8.9K/$149.8M)

Albertsons Companies, Inc.

ACI|013091103

Shares:400

Value:$8.8K

% of Portfolio:0.0% ($8.8K/$149.8M)

74347B508

Shares:165

Value:$8.7K

% of Portfolio:0.0% ($8.7K/$149.8M)

CAMDEN PROPERTY TRUST

CPT|133131102

Shares:71

Value:$8.7K

% of Portfolio:0.0% ($8.7K/$149.8M)

921937835

BND|921937835

Shares:115

Value:$8.4K

% of Portfolio:0.0% ($8.4K/$149.8M)

CROWN CASTLE INC.

CCI|22822V101

Shares:77

Value:$8.1K

% of Portfolio:0.0% ($8.1K/$149.8M)

ASML HOLDING NV

ASML|N07059210

Shares:12

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$149.8M)

46137V340

Shares:108

Value:$7.9K

% of Portfolio:0.0% ($7.9K/$149.8M)

33939L407

Shares:196

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$149.8M)

Plymouth Industrial REIT, Inc.

PLYM|729640102

Shares:457

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$149.8M)

PPL Corp

PPL|69351T106

Shares:202

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$149.8M)

Eaton Corp plc

ETN|G29183103

Shares:26

Value:$7.1K

% of Portfolio:0.0% ($7.1K/$149.8M)

LOWES COMPANIES INC

LOW|548661107

Shares:30

Value:$7.0K

% of Portfolio:0.0% ($7.0K/$149.8M)

WESTERN ASSET MANAGED MUNICIPALS FUND INC.

MMU|95766M105

Shares:667

Value:$6.9K

% of Portfolio:0.0% ($6.9K/$149.8M)

GE Vernova Inc.

GEV|36828A101

Shares:19

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EMERSON ELECTRIC CO(EMRcusip291011104)	91	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$10.0K	0.0% ($10.0K/$149.8M)	QoQ -11.52% (-$1.3K) YoY -3.32% (-$345)
(cusip74348A467)✕	96	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$9.8K	0.0% ($9.8K/$149.8M)	QoQ +2.63% (+$253) YoY +0.75% (+$74)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	81	QoQ -1.21% (-1) YoY -1.21% (-1)	All Managers (Combined)	$9.2K	0.0% ($9.2K/$149.8M)	QoQ +7.14% (-$616) YoY -14.24% (-$1.5K)
MID AMERICA APARTMENT COMMUNITIES INC.(MAAcusip59522J103)	54	QoQ -16.92% (-11) YoY -16.92% (-11)	All Managers (Combined)	$9.0K	0.0% ($9.0K/$149.8M)	QoQ -9.93% (-$998) YoY +5.79% (-$496)
(VTIcusip922908769)	32	QoQ -3.03% (-1) YoY 0.00% (+0)	All Managers (Combined)	$9.0K	0.0% ($9.0K/$149.8M)	QoQ -4.81% (-$457) YoY +7.19% (+$606)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	96	QoQ +1.05% (-1) YoY +4.34% (-4)	All Managers (Combined)	$8.9K	0.0% ($8.9K/$149.8M)	QoQ -17.66% (-$1.9K) YoY -21.11% (-$2.4K)
Albertsons Companies, Inc.(ACIcusip013091103)	400	QoQ -0.24% (-1) YoY -1.96% (-8)	All Managers (Combined)	$8.8K	0.0% ($8.8K/$149.8M)	QoQ +11.68% (-$920) YoY +0.54% (-$48)
(cusip74347B508)✕	165	QoQ 0.00% (+0) YoY NEW(+165)	All Managers (Combined)	$8.7K	0.0% ($8.7K/$149.8M)	QoQ +7.19% (+$583) YoY NEW(+$8.7K)
CAMDEN PROPERTY TRUST(CPTcusip133131102)	71	QoQ -16.47% (-14) YoY -16.47% (-14)	All Managers (Combined)	$8.7K	0.0% ($8.7K/$149.8M)	QoQ -11.96% (-$1.2K) YoY +3.81% (-$319)
(BNDcusip921937835)	115	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.4K	0.0% ($8.4K/$149.8M)	QoQ +2.14% (+$177) YoY +1.13% (+$95)
CROWN CASTLE INC.(CCIcusip22822V101)	77	QoQ -34.18% (-40) YoY -33.62% (-39)	All Managers (Combined)	$8.1K	0.0% ($8.1K/$149.8M)	QoQ -23.92% (-$2.5K) YoY -33.74% (-$4.1K)
ASML HOLDING NV(ASMLcusipN07059210)	12	QoQ NEW(+12) YoY NEW(+12)	All Managers (Combined)	$8.0K	0.0% ($8.0K/$149.8M)	QoQ NEW(+$8.0K) YoY NEW(+$8.0K)
(cusip46137V340)✕	108	QoQ 0.00% (+0) YoY +0.93% (+1)	All Managers (Combined)	$7.9K	0.0% ($7.9K/$149.8M)	QoQ +0.68% (+$54) YoY +14.91% (+$1.0K)
(cusip33939L407)✕	196	QoQ 0.00% (+0) YoY NEW(+196)	All Managers (Combined)	$7.6K	0.0% ($7.6K/$149.8M)	QoQ +6.73% (+$480) YoY NEW(+$7.6K)
Plymouth Industrial REIT, Inc.(PLYMcusip729640102)	457	QoQ -16.90% (-93) YoY -16.90% (-93)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$149.8M)	QoQ -23.91% (-$2.3K) YoY -39.80% (-$4.9K)
PPL Corp(PPLcusip69351T106)	202	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$149.8M)	QoQ +11.23% (+$738) YoY +31.15% (+$1.7K)
Eaton Corp plc(ETNcusipG29183103)	26	QoQ -74.25% (-75) YoY -77.96% (-92)	All Managers (Combined)	$7.1K	0.0% ($7.1K/$149.8M)	QoQ -78.91% (-$26.5K) YoY -80.84% (-$29.8K)
LOWES COMPANIES INC(LOWcusip548661107)	30	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$7.0K	0.0% ($7.0K/$149.8M)	QoQ -5.06% (-$375) YoY -6.73% (-$507)
WESTERN ASSET MANAGED MUNICIPALS FUND INC.(MMUcusip95766M105)	667	QoQ -0.14% (-1) YoY -0.14% (-1)	All Managers (Combined)	$6.9K	0.0% ($6.9K/$149.8M)	QoQ +0.89% (-$61) YoY -1.51% (-$106)
GE Vernova Inc.(GEVcusip36828A101)	19	QoQ 0.00% (-0) YoY NEW(+19)	All Managers (Combined)	$5.8K	0.0% ($5.8K/$149.8M)	QoQ -7.20% (-$450) YoY NEW(+$5.8K)