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Disclosery

Guardian Wealth Management, Inc.

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13F filer, CIK 1910205, PEORIA, IL

Guardian Wealth Management, Inc. reported $150,210,675 across 61 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 42.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001910205-25-000005

Period
2025-06-30
Reported value
$150M
Holdings
61
Top 10 weight
42.17%
New
2
Sold out
170

Largest buys vs the previous quarter

SecurityShares changeApprox. value
OXYadded+50,887$2.14M
AMCOR PLCnew+228,719$2.1M
NICEadded+10,475$1.77M
SSNCadded+20,400$1.69M
SITIO ROYALTIES CORPadded+67,654$1.24M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VRSNexited-19,732-$5.01M
CHKPexited-19,904-$4.54M
BERRY GLOBAL GROUP INCexited-31,213-$2.18M
NPKreduced-5,282-$517K
LLYreduced-527-$411K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 61 share positions

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VRSNVERISIGN INC19,732$5.01Mshares
CHKPCHECK POINT SOFTWARE TECH LT19,904$4.54Mshares
BERRY GLOBAL GROUP INCBERRY GLOBAL GROUP INC31,213$2.18Mshares
WFCWELLS FARGO & CO3,858$277Kshares
AEPAMERICAN ELEC PWR CO INC2,032$222Kshares
EMNEASTMAN CHEM CO2,118$187Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL345$184Kshares
JPMJPMORGAN CHASE & CO668$164Kshares
ADIANALOG DEVICES INC773$156Kshares
MAGNMAGNERA CORP8,476$154Kshares
GPCGENUINE PARTS CO1,191$142Kshares
BIVVANGUARD BD INDEX FDS1,851$142Kshares
KLACKLA CORP196$133Kshares
XOMEXXON MOBIL CORP1,095$130Kshares
BSVVANGUARD BD INDEX FDS1,608$126Kshares
DGRWWISDOMTREE TR1,576$126Kshares
SENEASENECA FOODS CORP NEW1,411$126Kshares
CSCOCISCO SYS INC1,942$120Kshares
BTIBRITISH AMERN TOB PLC2,732$113Kshares
ESQESQUIRE FINL HLDGS INC1,490$112Kshares
BLVVANGUARD BD INDEX FDS1,489$105Kshares
BURBURFORD CAPITAL LIMITED7,673$101Kshares
APDAIR PRODUCTS AND CHEMICALS I341$101Kshares
RLIRLI CORP1,186$95.3Kshares
VOOGVANGUARD ADMIRAL FDS INC278$93.2Kshares
XLKSELECT SECTOR SPDR TR446$92.1Kshares
SITESITEONE LANDSCAPE SUPPLY INC715$86.8Kshares
KOCOCA COLA CO1,209$86.6Kshares
GDGENERAL DYNAMICS CORP295$80.4Kshares
ACWXISHARES TR1,355$75.2Kshares
BTCGRAYSCALE BITCOIN MINI TR ET2,022$73.8Kshares
MRKMERCK & CO INC817$73.4Kshares
VGSHVANGUARD SCOTTSDALE FDS1,250$73.4Kshares
SCHASCHWAB STRATEGIC TR3,024$70.9Kshares
UNHUNITEDHEALTH GROUP INC130$68.4Kshares
SPHBINVESCO EXCH TRADED FD TR II872$68.3Kshares
ITWILLINOIS TOOL WKS INC267$66.2Kshares
GBTCGRAYSCALE BITCOIN TRUST ETF1,013$66Kshares
HDHOME DEPOT INC157$57.6Kshares
SONSONOCO PRODS CO1,210$57.2Kshares
PFEPFIZER INC2,205$55.9Kshares
HBANHUNTINGTON BANCSHARES INC3,703$55.6Kshares
NVONOVO-NORDISK A S800$55.6Kshares
AIVLWISDOMTREE TR495$54.4Kshares
SPGIS&P GLOBAL INC100$51Kshares
RSPINVESCO EXCHANGE TRADED FD T293$50.8Kshares
HUBBHUBBELL INC146$48.5Kshares
SAMGSILVERCREST ASSET MGMT GROUP2,949$48.3Kshares
VONVVANGUARD SCOTTSDALE FDS560$46.2Kshares
BGBUNGE GLOBAL SA578$44.2Kshares
TSLATESLA INC170$44.1Kshares
HONHONEYWELL INTL INC205$43.4Kshares
VZVERIZON COMMUNICATIONS INC933$42.3Kshares
JCTCJEWETT CAMERON TRADING LTD9,066$41.6Kshares
SCHXSCHWAB STRATEGIC TR1,824$40.3Kshares
BPBP PLC1,133$38.3Kshares
RSPHINVESCO EXCHANGE TRADED FD T1,140$33.9Kshares
VOEVANGUARD INDEX FDS209$33.7Kshares
SCHMSCHWAB STRATEGIC TR1,283$33.6Kshares
NEENEXTERA ENERGY INC473$33.5Kshares
BMYBRISTOL-MYERS SQUIBB CO541$33.1Kshares
VEUVANGUARD INTL EQUITY INDEX F544$33Kshares
PNCPNC FINL SVCS GROUP INC180$31.7Kshares
GISGENERAL MILLS INC523$31.3Kshares
GOOGALPHABET INC199$31.2Kshares
VSSVANGUARD INTL EQUITY INDEX F270$31.2Kshares
SCHFSCHWAB STRATEGIC TR1,466$29Kshares
GOOGLALPHABET INC168$26Kshares
ORCLORACLE CORP176$24.7Kshares
VBKVANGUARD INDEX FDS95$24Kshares
AFLAFLAC INC215$23.9Kshares
UPSUNITED PARCEL SVCS INC205$22.6Kshares
VFHVANGUARD WORLD FD185$22.2Kshares
SBUXSTARBUCKS CORP226$22.2Kshares
TAT&T INC743$21Kshares
XLESELECT SECTOR SPDR TR208$19.4Kshares
BXBLACKSTONE INC127$17.8Kshares
AMGNAMGEN INC56$17.5Kshares
AMZNAMAZON COM INC90$17.1Kshares
IBMINTERNATIONAL BUSINESS MACHS68$17Kshares
ADPAUTOMATIC DATA PROCESSING IN53$16.4Kshares
GEGE AEROSPACE78$15.7Kshares
ITGRINTEGER HLDGS CORP131$15.5Kshares
KRKROGER CO209$14.2Kshares
SNYSANOFI SA255$14.1Kshares
VONGVANGUARD SCOTTSDALE FDS151$14.1Kshares
CVXCHEVRON CORPORATION83$13.9Kshares
USBUS BANCORP309$13.1Kshares
IEFAISHARES TR165$12.5Kshares
HNIHNI CORP280$12.4Kshares
VTVVANGUARD INDEX FDS71$12.4Kshares
CITHE CIGNA GROUP36$12.1Kshares
PRMPERIMETER SOLUTIONS INC1,187$12Kshares
VIGVANGUARD SPECIALIZED FUNDS60$11.8Kshares
BNTBROOKFIELD WEALTH SOL LTD217$11.3Kshares
PSTLPOSTAL REALTY TRUST INC790$11.3Kshares
SOSOUTHERN CO117$10.8Kshares
STXSEAGATE TECHNOLOGY HLDNGS PL126$10.7Kshares
SIGSIGNET JEWELERS LTD184$10.7Kshares
WMBWILLIAMS COS INC177$10.6Kshares
DEODIAGEO PLC99$10.4Kshares
EMREMERSON ELEC CO91$10Kshares
NOBLPROSHARES TR96$9.84Kshares
ZBHZIMMER BIOMET HOLDINGS INC81$9.24Kshares
MAAMID-AMER APT CMNTYS INC54$9.05Kshares
VTIVANGUARD INDEX FDS32$9.03Kshares
TROWPRICE T ROWE GROUP INC96$8.87Kshares
ACIALBERTSONS COMPANIES INC400$8.8Kshares
TOLZPROSHARES TR165$8.69Kshares
CPTCAMDEN PPTY TR71$8.68Kshares
BNDVANGUARD BD INDEX FDS115$8.45Kshares
CCICROWN CASTLE INC77$8.11Kshares
ASMLASML HLDG NV12$7.95Kshares
RSPFINVESCO EXCHANGE TRADED FD T108$7.88Kshares
GUNRFLEXSHARES TR196$7.61Kshares
PLYMPLYMOUTH INDUSTRIAL REIT INC457$7.45Kshares
PPLPPL CORP202$7.3Kshares
ETNEATON CORP PLC26$7.07Kshares
LOWLOWES COS INC30$7.02Kshares
MMUWESTERN ASSET MANAGED MUNS F667$6.87Kshares
GEVGE VERNOVA INC19$5.8Kshares
MDTMEDTRONIC PLC61$5.48Kshares
GMEGAMESTOP CORP239$5.33Kshares
UGIUGI CORP NEW150$4.99Kshares
LNTALLIANT ENERGY CORP77$4.98Kshares
SCHCSCHWAB STRATEGIC TR121$4.37Kshares
XARSPDR SERIES TRUST27$4.34Kshares
CORPPIMCO ETF TR44$4.3Kshares
CAGCONAGRA BRANDS INC157$4.19Kshares
GSKGSK PLC107$4.14Kshares
HPHELMERICH & PAYNE INC153$4.02Kshares
CEGCONSTELLATION ENERGY CORP16$3.32Kshares
SCHZSCHWAB STRATEGIC TR136$3.15Kshares
EAELECTRONIC ARTS INC21$3.11Kshares
BCEBCE INC125$2.87Kshares
VVISA INC8$2.84Kshares
SCHOSCHWAB STRATEGIC TR113$2.77Kshares
HSYHERSHEY CO15$2.63Kshares
LWLAMB WESTON HLDGS INC48$2.6Kshares
DUKDUKE ENERGY CORP NEW21$2.58Kshares
EXCEXELON CORP55$2.56Kshares
DDDUPONT DE NEMOURS INC33$2.52Kshares
ITOTISHARES TR19$2.32Kshares
NVRIENVIRI CORP348$2.31Kshares
SCHESCHWAB STRATEGIC TR83$2.31Kshares
GEHCGE HEALTHCARE TECHNOLOGIES I26$2.1Kshares
CTVACORTEVA INC32$2.08Kshares
VTRSVIATRIS INC231$2.01Kshares
CCLCARNIVAL CORP100$1.95Kshares
INDIVIOR PLCINDIVIOR PLC160$1.52Kshares
SHOCEA SERIES TRUST37$1.47Kshares
LLYVKLIBERTY MEDIA CORP DEL21$1.43Kshares
SUMMIT THERAPEUTICS INC COMSUMMIT THERAPEUTICS INC COM70$1.35Kshares
DOWDOW HLDGS INC36$1.28Kshares
ENBENBRIDGE INC28$1.24Kshares
CCJCAMECO CORP30$1.24Kshares
OGNORGANON & CO82$1.23Kshares
BAHBOOZ ALLEN HAMILTON HLDG COR10$1.12Kshares
CVSCVS HEALTH CORP11$769shares
SWKSSKYWORKS SOLUTIONS INC5$377shares
ERICTELEFONAKTIEBOLAGET LM ERICS30$233shares
LCUTLIFETIME BRANDS INC36$180shares
CCITIGROUP INC0$35shares
TRVTRAVELERS COMPANIES INC0$33shares
KOSSKOSS CORP7$33shares
WABWABTEC0$8shares
CCCHEMOURS CO0$5shares
TXMDTHERAPEUTICSMD INC2$2shares
SUPER LEAGUE ENTERPRISE INC…SUPER LEAGUE ENTERPRISE INC COM7$2shares
XRXXEROX HOLDINGS CORP0$1shares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001910205-25-000005 base2025-08-14acceptance time not in the bulk data set