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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 : 2023-12-31
  Total Value : $118,308,000
  Total Value Change : $11,485,000
  Securities Held Change : 32
   
All Securities Held : 258
  New Positions : 37
  Closed Positions : 8
  Increased Positions : 87
  Unchanged Positions : 63
  Decreased Positions : 71

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Holdings Found : 37     View All Holdings Currently Viewing:  New 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
   (SITE)1 Year Chart         SITE SiteOne Landscape Supply Inc 81 New $159.70 $116,000 715 0.1% 116,000 715 0.001    N/A
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 87 New $251.60 $93,000 341 0.08% 93,000 341 0    Diversified Chemicals
   (MRK)1 Year Chart         MRK Merck & Co Inc 89 New $131.20 $89,000 818 0.08% 89,000 818 0    Drug Manufacturers - ...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 108 New $177.81 $47,000 189 0.04% 47,000 189 0    Auto Manufacturers
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 136 New $452.90 $21,000 52 0.02% 21,000 52 0    Closed - End Fund - Debt
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 149 New $246.62 $13,000 54 0.01% 13,000 54 0.002    Business Software & S...
   (CI)1 Year Chart         CI Cigna Corporation 161 New $343.28 $11,000 37 0.01% 11,000 37 0    Health Care Plans
   (IBM)1 Year Chart         IBM International Business Mach... 159 New $168.26 $11,000 69 0.01% 11,000 69 0    Diversified Computer ...
   (ZBH)1 Year Chart         ZBH Zimmer Holdings Inc 164 New $120.98 $10,000 82 0.01% 10,000 82 0    Medical Appliances & ...
   (GE)1 Year Chart         GE General Electric Co 162 New $163.47 $10,000 79 0.01% 10,000 79 0    Conglomerates
   (BNRE.A)1 Year Chart         BNRE.A Brookfield Reinsurance Ltd New $44.68 $9,000 217 0.01% 9,000 217 0.001    N/A
   (MFC)1 Year Chart         MFC Manulife Financial Corporat... 169 New $26.15 $9,000 414 0.01% 9,000 414 0    Life & Health Insurance
   (EMR)1 Year Chart         EMR Emerson Electric Co 167 New $114.82 $9,000 91 0.01% 9,000 91 0    Industrial Electrical...
   (MMU)1 Year Chart         MMU Western Asset Managed Munic... 182 New $10.22 $7,000 668 0.01% 7,000 668 0    Closed - End Fund - Debt
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 185 New $0.00 $6,000 190 0.01% 6,000 190 0    N/A
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 184 New $39.25 $6,000 128 0.01% 6,000 128 0.002    CATV Systems
   (CAG)1 Year Chart         CAG ConAgra Foods Inc 191 New $30.42 $5,000 157 0% 5,000 157 0.001    Food - Major Diversified
   (LW)1 Year Chart         LW Lamb Weston Holdings, Inc. 193 New $86.07 $5,000 49 0% 5,000 49 0    N/A
   (PPL)1 Year Chart         PPL PPL Corp 195 New $29.57 $5,000 202 0% 5,000 202 0    Electric Utilities
   (UGI)1 Year Chart         UGI UGI Corp 200 New $24.86 $4,000 151 0% 4,000 151 0    Multi Utilities
   (DUK)1 Year Chart         DUK Duke Energy Corp 214 New $103.35 $2,000 21 0% 2,000 21 0    Electric Utilities
   (GEHC)1 Year Chart         GEHC Ge Healthcare Holding Llc 216 New $81.91 $2,000 26 0% 2,000 26 0    N/A
   (XRX)1 Year Chart         XRX Xerox Corp 237 New $32.10 $1,000 29 0% 1,000 29 0    Business Equipment
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) 229 New $36.99 $1,000 28 0% 1,000 28 0    Oil & Gas Pipelines &...
   (VOD)1 Year Chart         VOD Vodafone Group Public Limit... 236 New $9.64 $1,000 59 0% 1,000 59 0    Wireless Communications
   (CC)1 Year Chart         CC Chemours Co 227 New $29.13 $1,000 16 0% 1,000 16 0    N/A
   (OGN)1 Year Chart         OGN Organon & Co. 231 New $21.65 $1,000 82 0% 1,000 82 0    N/A
   (TRV)1 Year Chart         TRV Travelers Companies Inc 262 New $214.35 $0 2 0% 0 2 0    Property & Casualty I...
   (CGC)1 Year Chart         CGC Canopy Growth Corp 250 New $9.91 $0 5 0% 0 5 0    N/A
   (NCR)1 Year Chart         NCR NCR Corp 256 New $13.04 $0 10 0% 0 10 0    Information Technolog...
   (NATL)1 Year Chart         NATL Ncr Atleos, Llc 255 New $26.44 $0 5 0% 0 5 0    N/A
   (CNDT)1 Year Chart         CNDT Conduent Inc 252 New $3.96 $0 20 0% 0 20 0    N/A
   (TDC)1 Year Chart         TDC Teradata Corp /de/ 260 New $34.28 $0 10 0% 0 10 0    Data Storage Devices
   (WAB)1 Year Chart         WAB Westinghouse Air Brake Tech... 264 New $163.38 $0 3 0% 0 3 0    Auto Parts
   (C)1 Year Chart         C Citigroup Inc 251 New $64.24 $0 5 0% 0 5 0    Domestic Money Center...
   (KD)1 Year Chart         KD Kyndryl Holdings, Inc. 254 New $28.05 $0 12 0% 0 12 0    N/A
   (ZIMV)1 Year Chart         ZIMV Zimvie Inc. 265 New $16.68 $0 8 0% 0 8 0    N/A

      37 Records Found
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