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| Name: |
Guardian Wealth Management Inc. |
| City: |
PEORIA |
| State: |
IL |
| Zip: |
61602 |
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| Holdings
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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 |
|
FTRE |
Fortrea Holdings Inc. |
63 |
- |
$28.84 |
$207,000 |
5,931 |
0.17% |
37,000 |
0 |
0.007 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
74 |
- |
$410.24 |
$130,000 |
365 |
0.11% |
2,000 |
0 |
0 |
Property & Casualty I... |
|
|
NVO |
Novo Nordisk A/S (ADR) |
83 |
- |
$132.92 |
$109,000 |
1,050 |
0.09% |
14,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
RLI |
RLI Corp |
94 |
- |
$145.65 |
$79,000 |
597 |
0.07% |
-2,000 |
0 |
0.001 |
Property & Casualty I... |
|
|
GD |
General Dynamics Corp |
95 |
- |
$294.06 |
$77,000 |
296 |
0.07% |
12,000 |
0 |
0.013 |
Aerospace/Defense - M... |
|
|
UNH |
Unitedhealth Group Inc |
99 |
- |
$513.88 |
$68,000 |
128 |
0.06% |
3,000 |
0 |
0 |
Health Care Plans |
|
|
STX |
Seagate Technology |
105 |
- |
$96.22 |
$56,000 |
657 |
0.05% |
13,000 |
0 |
0 |
Data Storage Devices |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
109 |
- |
$166.73 |
$46,000 |
293 |
0.04% |
4,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
SPGI |
S&P Global Inc |
111 |
- |
$428.03 |
$44,000 |
100 |
0.04% |
8,000 |
0 |
0 |
Publishing |
|
|
INTC |
Intel Corp |
114 |
- |
$31.05 |
$39,000 |
772 |
0.03% |
12,000 |
0 |
0.002 |
Semiconductor- Broad... |
|
|
VCSH |
Vanguard Scottsdale Funds |
118 |
- |
$76.95 |
$35,000 |
448 |
0.03% |
1,000 |
0 |
0 |
N/A |
|
|
SR |
SPIRE Inc |
121 |
- |
$61.85 |
$33,000 |
524 |
0.03% |
3,000 |
0 |
0 |
Gas Utilities |
|
|
GOOG |
Alphabet Inc |
125 |
- |
$171.93 |
$28,000 |
199 |
0.02% |
2,000 |
0 |
0 |
Search Engines & Info... |
|
|
ETN |
Eaton Corp |
126 |
- |
$330.45 |
$28,000 |
118 |
0.02% |
3,000 |
0 |
0 |
Diversified Machinery |
|
|
UTI |
Universal Technical Institu... |
138 |
- |
$14.93 |
$20,000 |
1,589 |
0.02% |
7,000 |
0 |
0.005 |
Education & Training ... |
|
|
ORCL |
Oracle Corp |
140 |
- |
$120.87 |
$18,000 |
174 |
0.02% |
0 |
0 |
0 |
Application Software |
|
|
HYG |
iShares iBoxx $ High Yield ... |
145 |
- |
$77.00 |
$15,000 |
196 |
0.01% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
PSTL |
Postal Realty Trust, Inc. |
148 |
- |
$13.69 |
$14,000 |
950 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
|
PLYM |
Plymouth Industrial Reit Inc. |
152 |
- |
$20.81 |
$13,000 |
550 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
|
ITGR |
Integer Holdings Corporation |
151 |
- |
$112.01 |
$13,000 |
131 |
0.01% |
3,000 |
0 |
0 |
Industrial Electrical... |
|
|
VONG |
Vanguard Russell 1000 Growt... |
158 |
- |
$87.15 |
$12,000 |
151 |
0.01% |
2,000 |
0 |
0 |
N/A |
|
|
XAR |
SPDR S&P Aerospace & Defens... |
157 |
- |
$143.60 |
$12,000 |
85 |
0.01% |
2,000 |
0 |
0 |
N/A |
|
|
TROW |
T Rowe Price Group Inc |
160 |
- |
$114.36 |
$11,000 |
100 |
0.01% |
0 |
0 |
0 |
Asset Management |
|
|
BLK |
BlackRock Inc A |
166 |
- |
$802.96 |
$9,000 |
11 |
0.01% |
2,000 |
0 |
0 |
Investment Brokerage ... |
|
|
NOBL |
ProShares S&P 500 Dividend ... |
172 |
- |
$0.00 |
$9,000 |
96 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
ACI |
Albertsons Companies, Inc. |
165 |
- |
$0.00 |
$9,000 |
408 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
MAA |
Mid America Apartment Commu... |
170 |
- |
$136.82 |
$9,000 |
65 |
0.01% |
1,000 |
0 |
0 |
REIT - Diversified |
|
|
XLE |
SPDR Energy Sector |
174 |
- |
$93.70 |
$8,000 |
97 |
0.01% |
-1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
VTI |
Vanguard Total Stock Market... |
178 |
- |
$259.45 |
$8,000 |
32 |
0.01% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
CPT |
Camden Property Trust |
173 |
- |
$106.91 |
$8,000 |
85 |
0.01% |
0 |
0 |
0 |
REIT - Housing/Apartm... |
|
|
BND |
Vanguard Total Bond Market ETF |
177 |
- |
$71.65 |
$8,000 |
115 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
LOW |
Lowes Companies Inc |
180 |
- |
$231.58 |
$7,000 |
29 |
0.01% |
1,000 |
0 |
0 |
Home Improvement Stores |
|
|
GOOGL |
Alphabet Inc |
179 |
- |
$170.34 |
$7,000 |
52 |
0.01% |
0 |
0 |
0.002 |
Search Engines & Info... |
|
|
RTX |
RTX Corp |
188 |
- |
$101.02 |
$6,000 |
75 |
0.01% |
1,000 |
0 |
0 |
Conglomerates |
|
|
RYF |
Invesco S&p 500 Equal Weigh... |
187 |
- |
$62.87 |
$6,000 |
106 |
0.01% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
RYE |
Invesco S&P 500 Equal Weigh... |
192 |
- |
$81.68 |
$5,000 |
71 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
NEOG |
Neogen Corp |
194 |
- |
$13.09 |
$5,000 |
270 |
0% |
0 |
0 |
0 |
Diagnostic Substances |
|
|
IWD |
iShares Russell 1000 Value |
197 |
- |
$177.42 |
$4,000 |
27 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
PRM |
Perimeter Solutions, Sa |
198 |
- |
$7.92 |
$4,000 |
855 |
0% |
0 |
0 |
0 |
N/A |
|
|
F |
Ford Motor Co |
206 |
- |
$12.50 |
$3,000 |
230 |
0% |
0 |
0 |
0 |
Auto Manufacturers |
|
|
HSC |
Harsco Corp |
205 |
- |
$8.29 |
$3,000 |
348 |
0% |
0 |
0 |
0 |
Conglomerates |
|
|
EA |
Electronic Arts Inc |
204 |
- |
$126.59 |
$3,000 |
21 |
0% |
0 |
0 |
0 |
Multimedia & Graphics... |
|
|
HSY |
Hershey Foods Corp |
207 |
- |
$208.89 |
$3,000 |
15 |
0% |
0 |
0 |
0 |
Confectioners |
|
|
PFG |
Principal Financial Group Inc |
208 |
- |
$84.19 |
$3,000 |
41 |
0% |
0 |
0 |
0 |
Life & Health Insurance |
|
|
DG |
Dollar General Corp |
202 |
- |
$140.31 |
$3,000 |
25 |
0% |
0 |
0 |
0 |
Discount, Variety Stores |
|
|
CEG |
Constellation Energy Corp |
211 |
- |
$217.74 |
$2,000 |
16 |
0% |
0 |
0 |
0 |
N/A |
|
|
IWF |
iShares Russell 1000 Growth |
219 |
- |
$338.57 |
$2,000 |
8 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
V |
Visa Inc |
223 |
- |
$277.74 |
$2,000 |
8 |
0% |
0 |
0 |
0 |
Business Services |
|
|
INDV |
Indivior Ord Shs |
218 |
- |
$0.00 |
$2,000 |
160 |
0% |
-2,000 |
0 |
0 |
N/A |
|
|
SLB |
Schlumberger Ltd |
220 |
- |
$48.62 |
$2,000 |
30 |
0% |
0 |
0 |
0 |
Oil & Gas Equipment &... |
|
|
CVS |
CVS/Caremark Corp |
228 |
- |
$56.00 |
$1,000 |
11 |
0% |
0 |
0 |
0 |
Drug Stores |
|
|
CARR |
Carrier Global Corp |
226 |
- |
$64.96 |
$1,000 |
25 |
0% |
0 |
0 |
0 |
N/A |
|
|
TBX |
Proshares Short 7 10 Year T... |
233 |
- |
$29.96 |
$1,000 |
20 |
0% |
0 |
0 |
0 |
N/A |
|
|
CCJ |
Cameco Corporation (USA) |
225 |
- |
$49.98 |
$1,000 |
30 |
0% |
0 |
0 |
0 |
Industrial Metals & M... |
|
|
BAH |
Booz Allen Hamilton Holding... |
224 |
- |
$149.06 |
$1,000 |
11 |
0% |
0 |
0 |
0.001 |
Management Services |
|
|
YOLO |
Advisorshares Pure Cannabis... |
246 |
- |
$3.67 |
$0 |
100 |
0% |
0 |
0 |
0.002 |
N/A |
|
|
VNQ |
Vanguard REIT Index VIPERs |
263 |
- |
$83.80 |
$0 |
1 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
TXMD |
Therapeuticsmd Inc |
261 |
- |
$2.04 |
$0 |
2 |
0% |
0 |
0 |
0 |
Independent Oil & Gas |
|
|
SGMO |
Sangamo Biosciences Inc |
257 |
- |
$0.52 |
$0 |
230 |
0% |
0 |
0 |
0 |
Biotechnology |
|
|
ERIC |
LM Ericsson (ADR) |
259 |
- |
$5.66 |
$0 |
30 |
0% |
0 |
0 |
0 |
Communication Equipment |
|
|
AKTS |
Akoustis Technologies, Inc. |
247 |
- |
$0.44 |
$0 |
100 |
0% |
0 |
0 |
0 |
N/A |
|
|
SLE |
Super League Enterprise Ord... |
258 |
- |
$0.09 |
$0 |
7 |
0% |
0 |
0 |
0 |
N/A |
|
|
INMU |
Blackrock Intermediate Muni... |
249 |
- |
$0.00 |
$0 |
7 |
0% |
0 |
0 |
0 |
N/A |
|
