13F-HR filed by Guardian Wealth Management, Inc.
Guardian Wealth Management, Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 61 holding rows worth $150,210,675.
- Accession
- 0001910205-25-000005
- Filer
- CIK 1910205
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 61 entries on the cover page, a total value of $150,210,675 stated on the cover page (in dollars after the unit check, H1), rows summing to $150,210,675 with VALUE read as dollars as filed, 13F file number 028-22191. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| STERLING INFRASTRUCTURE INC COM | 859241101 | Stock | 50,713 | $11,701,010 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 1,974 | $7,327,942 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 68,156 | $6,973,040 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 43,528 | $6,175,254 | dollars as filed | |
| NELNET INC | 64031N108 | CL A | 47,718 | $5,779,569 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 7,037 | $5,485,224 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 29,396 | $5,456,555 | dollars as filed | |
| SITIO ROYALTIES CORP | 82983N108 | CLASS A COM | 271,475 | $4,989,724 | dollars as filed | |
| UNIVERSAL TECHNICAL INST INC | 913915104 | COM | 142,141 | $4,817,158 | dollars as filed | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 56,016 | $4,638,187 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 104,090 | $4,372,811 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 31,649 | $4,210,308 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 61,288 | $3,790,663 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 27,799 | $3,780,981 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 15,039 | $3,441,370 | dollars as filed | |
| NICE LTD SPONSORED ADR | 653656108 | ADR | 18,268 | $3,085,648 | dollars as filed | |
| LKQ CORP COM | 501889208 | Stock | 81,954 | $3,033,123 | dollars as filed | |
| FRP HOLDINGS INC | 30292L107 | COMMON STOCK | 110,331 | $2,966,801 | dollars as filed | |
| ACUITY INC COM | 00508Y102 | Stock | 9,480 | $2,828,435 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 30,892 | $2,772,246 | dollars as filed | |
| NATIONAL PRESTO INDS INC | 637215104 | COMMON STOCK | 26,385 | $2,584,636 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 16,116 | $2,567,590 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 31,731 | $2,522,583 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 12,007 | $2,492,849 | dollars as filed | |
| RIDGEPOST CAP INC CL A COM | 69376K106 | Stock | 240,795 | $2,460,927 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 4,310 | $2,421,493 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 28,072 | $2,327,693 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 30,253 | $2,176,394 | dollars as filed | |
| AMCOR PLC | G0250X107 | ORD | 228,719 | $2,101,922 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 15,895 | $2,098,746 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 16,182 | $2,086,106 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 13,630 | $2,082,096 | dollars as filed | |
| GLOBAL PMTS INC | 37940X102 | COM | 23,698 | $1,896,797 | dollars as filed | |
| STAG INDUSTRIAL INC | 85254J102 | COM | 49,898 | $1,810,293 | dollars as filed | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 29,299 | $1,792,228 | dollars as filed | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 6,220 | $1,633,001 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 12,541 | $1,555,216 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 10,129 | $1,542,020 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 58,621 | $1,396,934 | dollars as filed | |
| SCHD | 808524797 | COM | 51,606 | $1,367,578 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 2,883 | $1,334,842 | dollars as filed | |
| REVVITY INC | 714046109 | COM | 11,327 | $1,095,568 | dollars as filed | |
| Apple Inc | 037833100 | COM | 5,114 | $1,049,232 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 2,311 | $897,196 | dollars as filed | |
| ALPINE INCOME PROPERTY TRUST | 02083X103 | REIT | 59,627 | $877,112 | dollars as filed | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 3,204 | $778,755 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 32,477 | $746,006 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 57,231 | $655,867 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,245 | $619,344 | dollars as filed | |
| NORTHWEST NAT HLDG CO COM | 66765N105 | Stock | 15,366 | $610,345 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 4,546 | $542,376 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 2,468 | $481,374 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,462 | $335,620 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,950 | $308,082 | dollars as filed | |
| GARMIN LTD SHS | H2906T109 | Stock | 1,446 | $301,720 | dollars as filed | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 3,909 | $273,125 | dollars as filed | |
| VANGUARD ADMIRAL FDS INC | 921932703 | 500 VAL IDX FD | 1,252 | $236,279 | dollars as filed | |
| Deere & Company | 244199105 | COM | 454 | $230,854 | dollars as filed | |
| BLACK STONE MINERALS L P | 09225M101 | COM UNIT | 12,082 | $158,029 | dollars as filed | |
| MIND C T I LTD | M70240102 | ORD | 51,610 | $70,706 | dollars as filed | |
| DULUTH HLDGS INC | 26443V101 | COM CL B | 30,996 | $65,092 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001910205-25-000005 | this filing | 2025-08-14 | acceptance time not in the bulk data set |