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  Name: Guardian Wealth Management Inc.
  City: PEORIA
  State: IL
  Zip: 61602
   
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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

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Holdings Found : 17     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 233 Closed $0.00 $0 0 0% -6,000 -190 0    N/A
   (INMU)1 Year Chart         INMU Blackrock Intermediate Muni... 239 Closed $0.00 $0 0 0% 0 -7 0    N/A
   (BAX)1 Year Chart         BAX Baxter International Inc 245 Closed $40.93 $0 0 0% 0 -1 0    Medical Instruments &...
   (KBE)1 Year Chart         KBE streetTRACKS Series Trust K... 232 Closed $45.69 $0 0 0% -39,000 -854 0    Closed - End Fund - E...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 238 Closed $39.58 $0 0 0% -6,000 -128 0    CATV Systems
   (CGC)1 Year Chart         CGC Canopy Growth Corp 244 Closed $8.02 $0 0 0% 0 -5 0    N/A
   (SGMO)1 Year Chart         SGMO Sangamo Biosciences Inc 231 Closed $0.52 $0 0 0% 0 -230 0    Biotechnology
   (HYD)1 Year Chart         HYD VanEck Vectors High-Yield M... 237 Closed $0.00 $0 0 0% -16,000 -319 0    Closed - End Fund - Debt
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 243 Closed $344.09 $0 0 0% -2,000 -8 0    Closed - End Fund - E...
   (OLN)1 Year Chart         OLN Olin Corp 230 Closed $51.83 $0 0 0% -9,000 -168 0    Synthetics
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... 236 Closed $77.01 $0 0 0% -15,000 -196 0    Closed - End Fund - E...
   (SR)1 Year Chart         SR SPIRE Inc 242 Closed $61.31 $0 0 0% -33,000 -524 0    Gas Utilities
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 229 Closed $176.01 $0 0 0% -4,000 -27 0.001    Closed - End Fund - E...
   (RYE)1 Year Chart         RYE Invesco S&P 500 Equal Weigh... 235 Closed $79.69 $0 0 0% -5,000 -71 0    Closed - End Fund - E...
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 241 Closed $83.05 $0 0 0% 0 -1 0    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 234 Closed $453.13 $0 0 0% -21,000 -52 0    Closed - End Fund - Debt
   (YOLO)1 Year Chart         YOLO Advisorshares Pure Cannabis... 240 Closed $3.67 $0 0 0% 0 -100 0    N/A
      17 Records Found
  1    
Page 1 of 1
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