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Name: |
Guardian Wealth Management Inc. |
City: |
PEORIA |
State: |
IL |
Zip: |
61602 |
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Holdings
Found :
93 |
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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 |
|
NVO |
Novo Nordisk A/S (ADR) |
69 |
- |
$113.24 |
$150,000 |
1,050 |
0.11% |
15,000 |
0 |
0 |
Drug Manufacturers - ... |
|
BRK.B |
Berkshire Hathaway B |
70 |
- |
$454.96 |
$147,000 |
362 |
0.11% |
-5,000 |
0 |
0 |
Property & Casualty I... |
|
MRK |
Merck & Co Inc |
82 |
- |
$104.83 |
$101,000 |
818 |
0.08% |
-7,000 |
0 |
0 |
Drug Manufacturers - ... |
|
MNDO |
MIND C.T.I. Ltd |
83 |
- |
$1.99 |
$96,000 |
51,610 |
0.07% |
-2,000 |
0 |
0.259 |
Information Technolog... |
|
APD |
Air Products & Chemicals Inc |
87 |
- |
$312.77 |
$88,000 |
341 |
0.07% |
5,000 |
0 |
0 |
Diversified Chemicals |
|
SITE |
SiteOne Landscape Supply Inc |
88 |
- |
$148.20 |
$87,000 |
715 |
0.07% |
-38,000 |
0 |
0.001 |
N/A |
|
RLI |
RLI Corp |
90 |
- |
$156.63 |
$84,000 |
597 |
0.06% |
-5,000 |
0 |
0.001 |
Property & Casualty I... |
|
SENEA |
Seneca Foods A |
91 |
- |
$61.97 |
$81,000 |
1,411 |
0.06% |
1,000 |
0 |
0.019 |
Processed & Packaged ... |
|
DTN |
Dividend Top 100 Fund |
94 |
- |
$97.69 |
$75,000 |
756 |
0.06% |
-2,000 |
0 |
0.012 |
Closed - End Fund - E... |
|
UNH |
Unitedhealth Group Inc |
102 |
- |
$562.96 |
$66,000 |
129 |
0.05% |
2,000 |
0 |
0 |
Health Care Plans |
|
ITW |
Illinois Tool Works Inc |
103 |
- |
$264.33 |
$63,000 |
267 |
0.05% |
-9,000 |
0 |
0 |
Diversified Machinery |
|
F |
Ford Motor Co |
108 |
- |
$12.50 |
$58,000 |
4,602 |
0.04% |
-3,000 |
0 |
0 |
Auto Manufacturers |
|
GBTC |
Grayscale Bitcoin |
107 |
- |
$0.00 |
$58,000 |
1,096 |
0.04% |
-11,000 |
0 |
0 |
N/A |
|
RSP |
Guggenheim ETF Trust - Gugg... |
110 |
- |
$178.19 |
$48,000 |
293 |
0.04% |
-2,000 |
0 |
0 |
Closed - End Fund - E... |
|
SPGI |
S&P Global Inc |
113 |
- |
$485.94 |
$45,000 |
100 |
0.03% |
3,000 |
0 |
0 |
Publishing |
|
SNY |
Sanofi Aventis (ADR) |
115 |
- |
$53.45 |
$42,000 |
873 |
0.03% |
0 |
0 |
0 |
Drug Manufacturers - ... |
|
GOOG |
Alphabet Inc |
118 |
- |
$176.14 |
$37,000 |
199 |
0.03% |
7,000 |
0 |
0 |
Search Engines & Info... |
|
TSLA |
Tesla Motors Inc |
119 |
- |
$177.81 |
$36,000 |
182 |
0.03% |
4,000 |
0 |
0 |
Auto Manufacturers |
|
VONV |
Vanguard Russell 1000 Value... |
125 |
- |
$83.09 |
$31,000 |
402 |
0.02% |
-1,000 |
0 |
0 |
N/A |
|
VSS |
Vanguard FTSE All-Wld ex-US... |
126 |
- |
$120.61 |
$29,000 |
246 |
0.02% |
0 |
0 |
0 |
Closed - End Fund - Debt |
|
DEO |
Diageo Plc (ADR) |
128 |
- |
$127.75 |
$28,000 |
218 |
0.02% |
-4,000 |
0 |
0 |
Beverage - Brewers |
|
UTI |
Universal Technical Institu... |
131 |
- |
$17.18 |
$25,000 |
1,589 |
0.02% |
0 |
0 |
0.003 |
Education & Training ... |
|
VOE |
Vanguard Mid-Cap Value ETF |
132 |
- |
$167.07 |
$25,000 |
164 |
0.02% |
-1,000 |
0 |
0 |
Closed - End Fund - E... |
|
VBK |
Vanguard Small Cap Gr VIPERS |
136 |
- |
$270.90 |
$22,000 |
87 |
0.02% |
-1,000 |
0 |
0 |
Closed - End Fund - E... |
|
BCE |
BCE Inc (USA) |
137 |
- |
$32.24 |
$19,000 |
599 |
0.01% |
-1,000 |
0 |
0 |
Telecom Services - Do... |
|
VFH |
Vanguard Financial VIPERS |
138 |
- |
$114.88 |
$19,000 |
186 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
AMZN |
Amazon.com Inc |
141 |
- |
$192.73 |
$17,000 |
90 |
0.01% |
1,000 |
0 |
0 |
Internet Software & S... |
|
ITGR |
Integer Holdings Corporation |
144 |
- |
$129.94 |
$15,000 |
131 |
0.01% |
0 |
0 |
0 |
Industrial Electrical... |
|
VONG |
Vanguard Russell 1000 Growt... |
148 |
- |
$99.18 |
$14,000 |
152 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
ADP |
Automatic Data Processing Inc |
152 |
- |
$292.78 |
$13,000 |
54 |
0.01% |
0 |
0 |
0 |
Business Software & S... |
|
PSTL |
Postal Realty Trust, Inc. |
150 |
- |
$14.74 |
$13,000 |
950 |
0.01% |
-1,000 |
0 |
0 |
N/A |
|
GE |
General Electric Co |
158 |
- |
$174.64 |
$12,000 |
79 |
0.01% |
-2,000 |
0 |
0 |
Conglomerates |
|
XAR |
SPDR S&P Aerospace & Defens... |
155 |
- |
$158.45 |
$12,000 |
85 |
0.01% |
0 |
0 |
0 |
N/A |
|
IBM |
International Business Mach... |
157 |
- |
$204.90 |
$12,000 |
69 |
0.01% |
-1,000 |
0 |
0 |
Diversified Computer ... |
|
PLYM |
Plymouth Industrial Reit Inc. |
156 |
- |
$20.57 |
$12,000 |
550 |
0.01% |
0 |
0 |
0 |
N/A |
|
CI |
Cigna Corporation |
153 |
- |
$312.89 |
$12,000 |
37 |
0.01% |
-1,000 |
0 |
0.002 |
Health Care Plans |
|
CCI |
Crown Castle International ... |
160 |
- |
$107.81 |
$11,000 |
116 |
0.01% |
-1,000 |
0 |
0 |
Integrated Telecommun... |
|
GSK |
GlaxoSmithKline Plc (ADR) |
162 |
- |
$40.41 |
$11,000 |
293 |
0.01% |
-2,000 |
0 |
0 |
Drug Manufacturers - ... |
|
VIG |
Vanguard Dividend Appreciat... |
161 |
- |
$196.99 |
$11,000 |
60 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - Debt |
|
MFC |
Manulife Financial Corporat... |
163 |
- |
$29.96 |
$11,000 |
414 |
0.01% |
1,000 |
0 |
0 |
Life & Health Insurance |
|
EMR |
Emerson Electric Co |
164 |
- |
$109.02 |
$10,000 |
91 |
0.01% |
0 |
0 |
0.001 |
Industrial Electrical... |
|
BLK |
BlackRock Inc A |
170 |
- |
$979.87 |
$9,000 |
11 |
0.01% |
0 |
0 |
0 |
Investment Brokerage ... |
|
VTI |
Vanguard Total Stock Market... |
171 |
- |
$286.37 |
$9,000 |
32 |
0.01% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
XLE |
SPDR Energy Sector |
174 |
- |
$88.04 |
$9,000 |
97 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
MAA |
Mid America Apartment Commu... |
168 |
- |
$152.15 |
$9,000 |
65 |
0.01% |
0 |
0 |
0 |
REIT - Diversified |
|
CPT |
Camden Property Trust |
175 |
- |
$117.36 |
$9,000 |
85 |
0.01% |
1,000 |
0 |
0 |
REIT - Housing/Apartm... |
|
NOBL |
ProShares S&P 500 Dividend ... |
172 |
- |
$0.00 |
$9,000 |
96 |
0.01% |
-1,000 |
0 |
0 |
N/A |
|
BNRE.A |
Brookfield Reinsurance Ltd |
167 |
- |
$50.01 |
$9,000 |
217 |
0.01% |
0 |
0 |
0.001 |
N/A |
|
ZBH |
Zimmer Holdings Inc |
169 |
- |
$109.81 |
$9,000 |
82 |
0.01% |
-2,000 |
0 |
0 |
Medical Appliances & ... |
|
GOOGL |
Alphabet Inc |
176 |
- |
$174.46 |
$9,000 |
52 |
0.01% |
1,000 |
0 |
0 |
Search Engines & Info... |
|
BND |
Vanguard Total Bond Market ETF |
178 |
- |
$73.06 |
$8,000 |
115 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
ACI |
Albertsons Companies, Inc. |
177 |
- |
$0.00 |
$8,000 |
408 |
0.01% |
-1,000 |
0 |
0 |
N/A |
|
RTX |
RTX Corp |
179 |
- |
$101.02 |
$8,000 |
76 |
0.01% |
1,000 |
0 |
0 |
Conglomerates |
|
PRM |
Perimeter Solutions, Sa |
180 |
- |
$13.61 |
$7,000 |
855 |
0.01% |
1,000 |
0 |
0.004 |
N/A |
|
MMU |
Western Asset Managed Munic... |
185 |
- |
$10.34 |
$7,000 |
668 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - Debt |
|
LOW |
Lowes Companies Inc |
184 |
- |
$261.39 |
$7,000 |
30 |
0.01% |
-1,000 |
0 |
0 |
Home Improvement Stores |
|
VTV |
Vanguard Value VIPERS |
183 |
- |
$173.30 |
$7,000 |
41 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
RYF |
Invesco S&p 500 Equal Weigh... |
182 |
- |
$71.71 |
$7,000 |
107 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
PPL |
PPL Corp |
186 |
- |
$32.24 |
$6,000 |
202 |
0% |
0 |
0 |
0 |
Electric Utilities |
|
SBUX |
Starbucks Corp |
189 |
- |
$97.32 |
$5,000 |
63 |
0% |
-1,000 |
0 |
0 |
Specialty Eateries |
|
NEOG |
Neogen Corp |
191 |
- |
$14.57 |
$4,000 |
270 |
0% |
0 |
0 |
0 |
Diagnostic Substances |
|
LW |
Lamb Weston Holdings, Inc. |
193 |
- |
$77.25 |
$4,000 |
49 |
0% |
-1,000 |
0 |
0 |
N/A |
|
CAG |
ConAgra Foods Inc |
195 |
- |
$29.43 |
$4,000 |
157 |
0% |
-1,000 |
0 |
0 |
Food - Major Diversified |
|
LNT |
Alliant Energy Corp |
194 |
- |
$59.28 |
$4,000 |
75 |
0% |
0 |
0 |
0 |
Multi Utilities |
|
SCHC |
Schwab International Small-... |
192 |
- |
$36.80 |
$4,000 |
121 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
DG |
Dollar General Corp |
197 |
- |
$78.94 |
$3,000 |
26 |
0% |
-1,000 |
0 |
0 |
Discount, Variety Stores |
|
EA |
Electronic Arts Inc |
205 |
- |
$149.14 |
$3,000 |
21 |
0% |
0 |
0 |
0 |
Multimedia & Graphics... |
|
UGI |
UGI Corp |
199 |
- |
$24.16 |
$3,000 |
151 |
0% |
-1,000 |
0 |
0 |
Multi Utilities |
|
INDV |
Indivior Ord Shs |
196 |
- |
$0.00 |
$3,000 |
160 |
0% |
0 |
0 |
0.001 |
N/A |
|
HSC |
Harsco Corp |
204 |
- |
$10.04 |
$3,000 |
348 |
0% |
0 |
0 |
0 |
Conglomerates |
|
DD |
DuPont de Nemours Inc |
198 |
- |
$83.27 |
$3,000 |
34 |
0% |
0 |
0 |
0 |
Diversified Chemicals |
|
HSY |
Hershey Foods Corp |
200 |
- |
$177.50 |
$3,000 |
15 |
0% |
0 |
0 |
0 |
Confectioners |
|
CEG |
Constellation Energy Corp |
206 |
- |
$261.78 |
$3,000 |
16 |
0% |
0 |
0 |
0 |
N/A |
|
V |
Visa Inc |
218 |
- |
$290.16 |
$2,000 |
8 |
0% |
0 |
0 |
0 |
Business Services |
|
GEHC |
Ge Healthcare Holding Llc |
210 |
- |
$87.20 |
$2,000 |
26 |
0% |
0 |
0 |
0 |
N/A |
|
CARR |
Carrier Global Corp |
217 |
- |
$73.60 |
$2,000 |
25 |
0% |
1,000 |
0 |
0 |
N/A |
|
PFG |
Principal Financial Group Inc |
215 |
- |
$84.46 |
$2,000 |
23 |
0% |
0 |
0 |
0 |
Life & Health Insurance |
|
CTVA |
Corteva, Inc. |
222 |
- |
$61.57 |
$2,000 |
33 |
0% |
0 |
0 |
0 |
N/A |
|
BAH |
Booz Allen Hamilton Holding... |
221 |
- |
$183.48 |
$2,000 |
11 |
0% |
0 |
0 |
0 |
Management Services |
|
DUK |
Duke Energy Corp |
209 |
- |
$114.00 |
$2,000 |
21 |
0% |
0 |
0 |
0 |
Electric Utilities |
|
VTRS |
Upjohn Inc |
216 |
- |
$11.89 |
$2,000 |
230 |
0% |
-1,000 |
0 |
0 |
N/A |
|
OGN |
Organon & Co. |
213 |
- |
$17.93 |
$2,000 |
82 |
0% |
0 |
0 |
0 |
N/A |
|
DOW |
DOW Inc |
208 |
- |
$49.34 |
$2,000 |
37 |
0% |
0 |
0 |
0.001 |
Diversified Chemicals |
|
OTIS |
Otis Worldwide Corp |
227 |
- |
$98.28 |
$1,000 |
13 |
0% |
0 |
0 |
0 |
N/A |
|
CCJ |
Cameco Corporation (USA) |
231 |
- |
$53.98 |
$1,000 |
30 |
0% |
0 |
0 |
0 |
Industrial Metals & M... |
|
ENB |
Enbridge Inc (USA) |
232 |
- |
$40.59 |
$1,000 |
28 |
0% |
0 |
0 |
0 |
Oil & Gas Pipelines &... |
|
HLN |
Haleon plc |
226 |
- |
$9.80 |
$1,000 |
134 |
0% |
0 |
0 |
0 |
N/A |
|
CVS |
CVS/Caremark Corp |
230 |
- |
$56.39 |
$1,000 |
11 |
0% |
0 |
0 |
0 |
Drug Stores |
|
AKTS |
Akoustis Technologies, Inc. |
255 |
- |
$0.06 |
$0 |
100 |
0% |
0 |
0 |
0 |
N/A |
|
TXMD |
Therapeuticsmd Inc |
241 |
- |
$1.55 |
$0 |
2 |
0% |
0 |
0 |
0 |
Independent Oil & Gas |
|
ERIC |
LM Ericsson (ADR) |
250 |
- |
$8.51 |
$0 |
30 |
0% |
0 |
0 |
0 |
Communication Equipment |
|
INTC |
Intel Corp |
240 |
- |
$22.30 |
$0 |
0 |
0% |
0 |
0 |
0 |
Semiconductor- Broad... |
|
SLE |
Super League Enterprise Ord... |
249 |
- |
$0.09 |
$0 |
7 |
0% |
0 |
0 |
0 |
N/A |
|