Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Guardian Wealth Management Inc.
  City: PEORIA
  State: IL
  Zip: 61602
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $129,820,000
  Total Value Change : $11,512,000
  Securities Held Change : -14
   
All Securities Held : 244
  New Positions : 4
  Closed Positions : 17
  Increased Positions : 76
  Unchanged Positions : 98
  Decreased Positions : 66

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DE)1 Year Chart         DE Deere & Co 63 New $369.37 $200,000 488 0.15% 200,000 488 0    Farm & Construction M...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 81 New $112.67 $123,000 1,059 0.09% 123,000 1,059 0.003    Integrated Oil & Gas
   (SPHB)1 Year Chart         SPHB Invesco S&P 500 High Beta ETF 97 New $82.43 $76,000 872 0.06% 76,000 872 0.003    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 101 New $0.00 $69,000 1,096 0.05% 69,000 1,096 0    N/A

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results