Guardian Wealth Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GW Guardian Wealth Management, Inc. | Institutional Filer | ▲ 7.61% | $183.2M | 61 |
Current Portfolio Holdings
Showing all 61 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | STRL | Sterling Infrastructure, Inc. | Industrials | 33K | $13.6M | 7.41% |
| 2 | ANET | Arista Networks, Inc. | Technology | 68K | $8.4M | 4.56% |
| 3 | AZO | AutoZone, Inc. | Consumer Cyclical | 2K | $7.1M | 3.88% |
| 4 | OXY | Occidental Petroleum Corporation | Energy | 107K | $7.0M | 3.81% |
| 5 | LLY | Eli Lilly and Company | Healthcare | 8K | $6.9M | 3.78% |
| 6 | NNI | Nelnet, Inc. | Financial Services | 51K | $6.6M | 3.61% |
| 7 | VNOM | Viper Energy, Inc. | Energy | 139K | $6.5M | 3.57% |
| 8 | ABBV | AbbVie Inc. | Healthcare | 28K | $6.2M | 3.37% |
| 9 | VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | — | 77K | $5.8M | 3.17% |
| 10 | APO | Apollo Global Management, Inc. | Financial Services | 48K | $5.3M | 2.89% |
| 11 | UTI | Universal Technical Institute, Inc. | Consumer Defensive | 143K | $5.2M | 2.82% |
| 12 | SSNC | SS&C Technologies Holdings, Inc. | Technology | 75K | $5.1M | 2.78% |
| 13 | ASML | ASML Holding N.V. | Technology | 4K | $5.0M | 2.75% |
| 14 | LKQ | LKQ Corporation | Consumer Cyclical | 170K | $5.0M | 2.73% |
| 15 | CASH | Pathward Financial, Inc. | Financial Services | 55K | $4.9M | 2.70% |
Showing 1 to 15 of 61 holdings