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 : 2024-06-30
  Total Value : $130,796,000
  Total Value Change : $976,000
  Securities Held Change : 2
   
All Securities Held : 246
  New Positions : 13
  Closed Positions : 11
  Increased Positions : 85
  Unchanged Positions : 93
  Decreased Positions : 55

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

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

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