Guardian Wealth Management, Inc. Top Holdings and 13F Report (2025) About Guardian Wealth Management, Inc.Investment ActivityGuardian Wealth Management, Inc. has $150.21 million in total holdings as of June 30, 2025.Guardian Wealth Management, Inc. owns shares of 61 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 7.91% of the portfolio was purchased this quarter.About 12.73% of the portfolio was sold this quarter.This quarter, Guardian Wealth Management, Inc. has purchased 229 new stocks and bought additional shares in 42 stocks.Guardian Wealth Management, Inc. sold shares of 14 stocks and completely divested from 170 stocks this quarter.Largest Holdings Sterling Infrastructure $11,701,010AutoZone $7,327,942ARISTA NETWORKS INC COM SHS $6,973,040Apollo Global Management $6,175,254Nelnet $5,779,569 Largest New Holdings this Quarter G0250X107 - Amcor $2,101,922 Holding69608A108 - PALANTIR TECHNOLOGIES INC CL A $335,620 Holding Largest Purchases this Quarter Occidental Petroleum 50,887 shares (about $2.14M)Amcor 228,719 shares (about $2.10M)Nice 10,475 shares (about $1.77M)SS&C Technologies 20,400 shares (about $1.69M)Sitio Royalties 67,654 shares (about $1.24M) Largest Sales this Quarter National Presto Industries 5,282 shares (about $517.42K)Eli Lilly and Company 527 shares (about $410.79K)Phillips 66 967 shares (about $115.37K)Schwab US Broad Market ETF 2,946 shares (about $70.20K)Broadridge Financial Solutions 213 shares (about $51.77K) 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 PortfolioSectorSTRLSterling Infrastructure$11,701,010$152,974 ▲1.3%50,7137.8%ConstructionAZOAutoZone$7,327,942$85,381 ▲1.2%1,9744.9%Retail/WholesaleARISTA NETWORKS INC COM SHS$6,973,040$3,069 ▲0.0%68,1564.6%StockAPOApollo Global Management$6,175,254$28,374 ▲0.5%43,5284.1%FinanceNNINelnet$5,779,569$166,539 ▲3.0%47,7183.8%FinanceLLYEli Lilly and Company$5,485,224$410,788 ▼-7.0%7,0373.7%MedicalABBVAbbVie$5,456,555$38,609 ▲0.7%29,3963.6%MedicalSTRSitio Royalties$4,989,724$1,243,484 ▲33.2%271,4753.3%EnergyUTIUniversal Technical Institute$4,817,158$175,991 ▲3.8%142,1413.2%Consumer DiscretionarySSNCSS&C Technologies$4,638,187$1,689,143 ▲57.3%56,0163.1%Computer and TechnologyOXYOccidental Petroleum$4,372,811$2,137,758 ▲95.6%104,0902.9%EnergyKKRKKR & Co. Inc.$4,210,308$20,088 ▲0.5%31,6492.8%FinanceBNBrookfield$3,790,663$167,923 ▲4.6%61,2882.5%FinanceABTAbbott Laboratories$3,780,981$1,768 ▲0.0%27,7992.5%MedicalWMWaste Management$3,441,370$3,890 ▲0.1%15,0392.3%Business ServicesNICENice$3,085,648$1,769,332 ▲134.4%18,2682.1%Computer and TechnologyLKQLKQ$3,033,123$90,157 ▲3.1%81,9542.0%Auto/Tires/TrucksFRPHFRP$2,966,801$10,864 ▲0.4%110,3312.0%FinanceAYIAcuity$2,828,435$36,698 ▲1.3%9,4801.9%Business ServicesCOPConocoPhillips$2,772,246$55,908 ▲2.1%30,8921.8%EnergyNPKNational Presto Industries$2,584,636$517,417 ▼-16.7%26,3851.7%Multi-Sector ConglomeratesPGProcter & Gamble$2,567,590$25,172 ▲1.0%16,1161.7%Consumer StaplesVCSHVanguard Short-Term Corporate Bond ETF$2,522,583$90,867 ▲3.7%31,7311.7%ETFTXNTexas Instruments$2,492,849$23,253 ▲0.9%12,0071.7%Computer and TechnologyPXP10$2,460,927$987,181 ▲67.0%240,7951.6%FinanceMAMastercard$2,421,493$15,731 ▲0.7%4,3101.6%Business ServicesVCITVanguard Intermediate-Term Corporate Bond ETF$2,327,693$65,257 ▲2.9%28,0721.5%ETFOMCOmnicom Group$2,176,394$42,876 ▲2.0%30,2531.4%Business ServicesAMCRAmcor$2,101,922$2,101,922 ▲New Holding228,7191.4%IndustrialsPEPPepsiCo$2,098,746$10,695 ▲0.5%15,8951.4%Consumer StaplesKMBKimberly-Clark$2,086,106$15,212 ▲0.7%16,1821.4%Consumer StaplesJNJJohnson & Johnson$2,082,096$21,081 ▲1.0%13,6301.4%MedicalGPNGlobal Payments$1,896,797$134,468 ▲7.6%23,6981.3%Business ServicesSTAGStag Industrial$1,810,293$28,915 ▲1.6%49,8981.2%FinanceULUnilever$1,792,228$33,950 ▲1.9%29,2991.2%Consumer StaplesLABCORP HOLDINGS INC COM SHS$1,633,001$5,776 ▼-0.4%6,2201.1%StockDISWalt Disney$1,555,216$12,897 ▼-0.8%12,5411.0%Consumer DiscretionaryMMM3M$1,542,020$7,003 ▲0.5%10,1291.0%Multi-Sector ConglomeratesSCHBSchwab US Broad Market ETF$1,396,934$70,203 ▼-4.8%58,6210.9%ETFSCHDSchwab US Dividend Equity ETF$1,367,578$4,055 ▲0.3%51,6060.9%ETFLMTLockheed Martin$1,334,842$46,763 ▼-3.4%2,8830.9%AerospaceRVTYRevvity$1,095,568$4,643 ▼-0.4%11,3270.7%MedicalAAPLApple$1,049,232$8,207 ▼-0.8%5,1140.7%Computer and TechnologyCATCaterpillar$897,196$1,941 ▼-0.2%2,3110.6%IndustrialsPINEAlpine Income Property Trust$877,112$25,331 ▲3.0%59,6270.6%FinanceBRBroadridge Financial Solutions$778,755$51,771 ▼-6.2%3,2040.5%Computer and TechnologySIRIUSXM HOLDINGS INC COMMON STOCK$746,006$3,629 ▲0.5%32,4770.5%StockWBDWarner Bros. Discovery$655,867$5,707 ▼-0.9%57,2310.4%Consumer DiscretionaryMSFTMicrosoft$619,344$6,467 ▲1.1%1,2450.4%Computer and TechnologyNWNNorthwest Natural Gas$610,345$13,982 ▲2.3%15,3660.4%UtilitiesPSXPhillips 66$542,376$115,371 ▼-17.5%4,5460.4%EnergyVBRVanguard Small-Cap Value ETF$481,374$2,731 ▲0.6%2,4680.3%ETFPALANTIR TECHNOLOGIES INC CL A$335,620$335,620 ▲New Holding2,4620.2%StockNVDANVIDIA$308,082$316 ▲0.1%1,9500.2%Computer and TechnologyGRMNGarmin$301,720$10,642 ▼-3.4%1,4460.2%Computer and TechnologyAZNAstraZeneca$273,125$3,563 ▼-1.3%3,9090.2%MedicalVOOVVanguard S&P 500 Value ETF$236,279$2,076 ▲0.9%1,2520.2%ETFDEDeere & Company$230,8540.0%4540.2%IndustrialsBSMBlack Stone Minerals$158,029$942 ▲0.6%12,0820.1%EnergyMNDOMIND C.T.I.$70,7060.0%51,6100.0%Computer and TechnologyDLTHDuluth$65,0920.0%30,9960.0%Consumer DiscretionaryVRSNVeriSign$0$5,009,363 ▼-100.0%00.0%Computer and TechnologyCHKPCheck Point Software Technologies$0$4,536,520 ▼-100.0%00.0%Computer and TechnologyBERYBerry Global Group$0$2,179,034 ▼-100.0%00.0%IndustrialsWFCWells Fargo & Company$0$276,982 ▼-100.0%00.0%FinanceAEPAmerican Electric Power$0$222,103 ▼-100.0%00.0%UtilitiesEMNEastman Chemical$0$186,664 ▼-100.0%00.0%Basic MaterialsBRK.BBerkshire Hathaway$0$183,740 ▼-100.0%00.0%FinanceJPMJPMorgan Chase & Co.$0$163,906 ▼-100.0%00.0%FinanceADIAnalog Devices$0$155,998 ▼-100.0%00.0%Computer and TechnologyMAGNERA CORP COM SHS$0$153,924 ▼-100.0%00.0%StockGPCGenuine Parts$0$141,931 ▼-100.0%00.0%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$0$141,798 ▼-100.0%00.0%ETFKLACKLA$0$133,384 ▼-100.0%00.0%Computer and TechnologyXOMExxon Mobil$0$130,329 ▼-100.0%00.0%EnergyBSVVanguard Short-Term Bond ETF$0$125,895 ▼-100.0%00.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$0$125,861 ▼-100.0%00.0%ManufacturingSENEASeneca Foods$0$125,635 ▼-100.0%00.0%Consumer StaplesCSCOCisco Systems$0$119,883 ▼-100.0%00.0%Computer and TechnologyBTIBritish American Tobacco$0$113,058 ▼-100.0%00.0%Consumer StaplesESQEsquire Financial$0$112,317 ▼-100.0%00.0%FinanceBLVVanguard Long-Term Bond ETF$0$104,919 ▼-100.0%00.0%ETFBURBurford Capital$0$101,360 ▼-100.0%00.0%FinanceAPDAir Products and Chemicals$0$100,640 ▼-100.0%00.0%Basic MaterialsRLIRLI$0$95,271 ▼-100.0%00.0%FinanceVOOGVanguard S&P 500 Growth ETF$0$93,195 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$92,097 ▼-100.0%00.0%ETFSITESiteOne Landscape Supply$0$86,830 ▼-100.0%00.0%IndustrialsKOCocaCola$0$86,617 ▼-100.0%00.0%Consumer StaplesGDGeneral Dynamics$0$80,448 ▼-100.0%00.0%AerospaceACWXiShares MSCI ACWI ex U.S. ETF$0$75,165 ▼-100.0%00.0%ManufacturingGRAYSCALE BITCOIN MINI TRUST ETF$0$73,783 ▼-100.0%00.0%ETFMRKMerck & Co., Inc.$0$73,421 ▼-100.0%00.0%MedicalVGSHVanguard Short-Term Treasury ETF$0$73,367 ▼-100.0%00.0%ETFSCHASchwab US Small-Cap ETF$0$70,874 ▼-100.0%00.0%ETFUNHUnitedHealth Group$0$68,418 ▼-100.0%00.0%MedicalSPHBInvesco S&P 500 High Beta ETF$0$68,300 ▼-100.0%00.0%ETFITWIllinois Tool Works$0$66,219 ▼-100.0%00.0%IndustrialsGRAYSCALE BITCOIN TRUST ETF$0$66,017 ▼-100.0%00.0%ETFHDHome Depot$0$57,611 ▼-100.0%00.0%Retail/WholesaleShowing 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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