Guardian Wealth Management, Inc. Top Holdings and 13F Report (2025) About Guardian Wealth Management, Inc.Investment ActivityGuardian Wealth Management, Inc. has $149.79 million in total holdings as of March 31, 2025.Guardian Wealth Management, Inc. owns shares of 229 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 12.96% of the portfolio was purchased this quarter.About 10.07% of the portfolio was sold this quarter.This quarter, Guardian Wealth Management, Inc. has purchased 229 new stocks and bought additional shares in 86 stocks.Guardian Wealth Management, Inc. sold shares of 69 stocks and completely divested from 10 stocks this quarter.Largest Holdings AutoZone $7,438,734Eli Lilly and Company $6,247,277AbbVie $6,115,533Apollo Global Management $5,933,357Sterling Infrastructure $5,666,161 Largest New Holdings this Quarter 653656108 - NICE $1,201,447 Holding71385M107 - PERIMETER SOLUTIONS INC COMMON STOCK $11,953 HoldingG81276100 - Signet Jewelers $10,683 HoldingN07059210 - ASML $7,952 Holding86627R102 - SUMMIT THERAPEUTICS INC COM $1,350 Holding Largest Purchases this Quarter LKQ 44,433 shares (about $1.89M)Occidental Petroleum 34,725 shares (about $1.71M)Sitio Royalties 75,761 shares (about $1.51M)ConocoPhillips 11,907 shares (about $1.25M)NICE 7,793 shares (about $1.20M) Largest Sales this Quarter Schwab US Dividend Equity ETF 289,007 shares (about $8.08M)Energy Select Sector SPDR Fund 32,784 shares (about $3.06M)CVS Health 16,636 shares (about $1.16M)Medtronic 9,651 shares (about $867.17K)Skyworks Solutions 4,316 shares (about $325.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGuardian Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAZOAutoZone$7,438,734$251,643 ▲3.5%1,9515.0%Retail/WholesaleLLYEli Lilly and Company$6,247,277$32,211 ▲0.5%7,5644.2%MedicalABBVAbbVie$6,115,533$203,865 ▲3.4%29,1884.1%MedicalAPOApollo Global Management$5,933,357$263,337 ▲4.6%43,3284.0%FinanceSTRLSterling Infrastructure$5,666,161$458,501 ▲8.8%50,0503.8%ConstructionARISTA NETWORKS INC COM SHS$5,278,402$187,192 ▲3.7%68,1263.5%StockNNINelnet$5,140,830$242,160 ▲4.9%46,3433.4%FinanceVRSNVeriSign$5,009,363$831,424 ▲19.9%19,7323.3%Computer and TechnologyCHKPCheck Point Software Technologies$4,536,520$154,986 ▲3.5%19,9043.0%Computer and TechnologySTRSitio Royalties$4,049,928$1,505,373 ▲59.2%203,8212.7%EnergyABTAbbott Laboratories$3,685,914$117,398 ▲3.3%27,7862.5%MedicalKKRKKR & Co. Inc.$3,641,524$44,395 ▼-1.2%31,4982.4%FinanceUTIUniversal Technical Institute$3,516,825$174,727 ▲5.2%136,9482.3%Consumer DiscretionaryWMWaste Management$3,477,804$114,599 ▲3.4%15,0222.3%Business ServicesLKQLKQ$3,382,735$1,890,202 ▲126.6%79,5182.3%Auto/Tires/TrucksCOPConocoPhillips$3,178,914$1,250,498 ▲64.8%30,2692.1%EnergyFRPHFRP$3,140,614$1,038,805 ▲49.4%109,9272.1%FinanceBNBrookfield$3,069,811$116,822 ▲4.0%58,5732.0%FinanceSSNCSS&C Technologies$2,975,029$139,914 ▲4.9%35,6162.0%Computer and TechnologyNPKNational Presto Industries$2,783,869$912,953 ▲48.8%31,6671.9%Multi-Sector ConglomeratesPGProcter & Gamble$2,719,705$115,210 ▲4.4%15,9581.8%Consumer StaplesOXYOccidental Petroleum$2,626,121$1,714,040 ▲187.9%53,2031.8%EnergyAYIAcuity Brands$2,464,363$150,912 ▲6.5%9,3571.6%ConstructionOMCOmnicom Group$2,458,872$203,959 ▲9.0%29,6571.6%Business ServicesVCSHVanguard Short-Term Corporate Bond ETF$2,414,678$730,292 ▲43.4%30,5881.6%ETFPEPPepsiCo$2,371,173$497,655 ▲26.6%15,8141.6%Consumer StaplesMAMastercard$2,347,318$86,065 ▲3.8%4,2821.6%Business ServicesKMBKimberly-Clark$2,284,752$368,797 ▲19.2%16,0641.5%Consumer StaplesJNJJohnson & Johnson$2,237,573$728,223 ▲48.2%13,4921.5%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$2,230,870$702,252 ▲45.9%27,2851.5%ETFBERYBerry Global Group$2,179,034$77,002 ▲3.7%31,2131.5%IndustrialsGPNGlobal Payments$2,156,021$161,667 ▲8.1%22,0181.4%Business ServicesTXNTexas Instruments$2,137,641$66,492 ▲3.2%11,8951.4%Computer and TechnologySTAGSTAG Industrial$1,773,561$208,308 ▲13.3%49,1011.2%FinanceULUnilever$1,711,757$266,197 ▲18.4%28,7441.1%Consumer StaplesPXPraxair$1,694,380$96,115 ▲6.0%144,2021.1%FinanceMMM3M$1,480,801$248,636 ▲20.2%10,0831.0%Multi-Sector ConglomeratesLABCORP HOLDINGS INC COM SHS$1,452,821$39,800 ▲2.8%6,2421.0%StockSCHDSchwab US Dividend Equity ETF$1,438,637$8,080,698 ▼-84.9%51,4531.0%ETFLMTLockheed Martin$1,333,371$13,852 ▼-1.0%2,9840.9%AerospaceSCHBSchwab US Broad Market ETF$1,325,545$173,253 ▼-11.6%61,5670.9%ETFDISWalt Disney$1,248,157$224,362 ▲21.9%12,6450.8%Consumer DiscretionaryRVTYRevvity$1,203,567$177,017 ▲17.2%11,3750.8%MedicalNICENICE$1,201,447$1,201,447 ▲New Holding7,7930.8%Computer and TechnologyAAPLApple$1,145,042$18,440 ▼-1.6%5,1540.8%Computer and TechnologyPINEAlpine Income Property Trust$968,173$333,213 ▲52.5%57,9050.6%FinanceBRBroadridge Financial Solutions$828,544$29,097 ▼-3.4%3,4170.6%Business ServicesCATCaterpillar$764,023$1,320 ▼-0.2%2,3160.5%IndustrialsSIRIUSXM HOLDINGS INC COMMON STOCK$728,651$435,355 ▲148.4%32,3190.5%StockPSXPhillips 66$680,757$97,180 ▼-12.5%5,5130.5%EnergyNWNNorthwest Natural$641,418$270,255 ▲72.8%15,0140.4%UtilitiesWBDWarner Bros. Discovery$619,432$232,970 ▲60.3%57,7290.4%Consumer DiscretionaryMSFTMicrosoft$462,622$376 ▲0.1%1,2320.3%Computer and TechnologyVBRVanguard Small-Cap Value ETF$457,241$27,576 ▲6.4%2,4540.3%ETFGRMNGarmin$325,069$217 ▲0.1%1,4970.2%Computer and TechnologyAZNAstraZeneca$291,087$36,312 ▼-11.1%3,9600.2%MedicalWFCWells Fargo & Company$276,982$431 ▲0.2%3,8580.2%FinanceVOOVVanguard S&P 500 Value ETF$228,705$8,293 ▼-3.5%1,2410.2%ETFAEPAmerican Electric Power$222,103$77,386 ▼-25.8%2,0320.1%UtilitiesDEDeere & Company$213,085$109,828 ▼-34.0%4540.1%IndustrialsNVDANVIDIA$211,124$6,286 ▲3.1%1,9480.1%Computer and TechnologyEMNEastman Chemical$186,664$78,614 ▼-29.6%2,1180.1%Basic MaterialsBRK.BBerkshire Hathaway$183,740$5,326 ▼-2.8%3450.1%FinanceBSMBlack Stone Minerals$183,401$23,715 ▲14.9%12,0100.1%EnergyJPMJPMorgan Chase & Co.$163,906$7,116 ▼-4.2%6680.1%FinanceADIAnalog Devices$155,998$84,961 ▼-35.3%7730.1%Computer and TechnologyMAGNERA CORP COM SHS$153,924$7,482 ▲5.1%8,4760.1%StockGPCGenuine Parts$141,931$119 ▲0.1%1,1910.1%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$141,798$613 ▲0.4%1,8510.1%ETFKLACKLA$133,384$10,208 ▼-7.1%1960.1%Computer and TechnologyXOMExxon Mobil$130,329$1,071 ▲0.8%1,0950.1%EnergyBSVVanguard Short-Term Bond ETF$125,895$235 ▼-0.2%1,6080.1%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$125,861$8,146 ▼-6.1%1,5760.1%ManufacturingSENEASeneca Foods$125,6350.0%1,4110.1%Consumer StaplesCSCOCisco Systems$119,883$11,852 ▼-9.0%1,9420.1%Computer and TechnologyBTIBritish American Tobacco$113,058$1,904 ▲1.7%2,7320.1%Consumer StaplesESQEsquire Financial$112,317$226 ▲0.2%1,4900.1%FinanceBLVVanguard Long-Term Bond ETF$104,919$6,342 ▲6.4%1,4890.1%ETFBURBurford Capital$101,3600.0%7,6730.1%FinanceAPDAir Products and Chemicals$100,6400.0%3410.1%Basic MaterialsRLIRLI$95,271$47,636 ▲100.0%1,1860.1%FinanceVOOGVanguard S&P 500 Growth ETF$93,1950.0%2780.1%ETFXLKTechnology Select Sector SPDR Fund$92,0970.0%4460.1%ETFMNDOMIND C.T.I.$91,8660.0%51,6100.1%Computer and TechnologySITESiteOne Landscape Supply$86,8300.0%7150.1%IndustrialsKOCoca-Cola$86,6170.0%1,2090.1%Consumer StaplesGDGeneral Dynamics$80,4480.0%2950.1%AerospaceACWXiShares MSCI ACWI ex U.S. ETF$75,165$65,069 ▼-46.4%1,3550.1%ManufacturingGRAYSCALE BITCOIN MINI TRUST ETF$73,7830.0%2,0220.0%ETFMRKMerck & Co., Inc.$73,421$90 ▼-0.1%8170.0%MedicalVGSHVanguard Short-Term Treasury Index ETF$73,367$8,334 ▼-10.2%1,2500.0%ETFSCHASchwab US Small-Cap ETF$70,874$23 ▲0.0%3,0240.0%ETFUNHUnitedHealth Group$68,4180.0%1300.0%MedicalSPHBInvesco S&P 500 High Beta ETF$68,300$313 ▼-0.5%8720.0%ETFITWIllinois Tool Works$66,2190.0%2670.0%IndustrialsGRAYSCALE BITCOIN TRUST ETF$66,0170.0%1,0130.0%ETFHDHome Depot$57,611$9,541 ▼-14.2%1570.0%Retail/WholesaleSONSonoco Products$57,183$189 ▲0.3%1,2100.0%IndustrialsPFEPfizer$55,885$228 ▲0.4%2,2050.0%MedicalHBANHuntington Bancshares$55,584$18,733 ▼-25.2%3,7030.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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