Guardian Wealth Management, Inc.
61 holdingsFiling period: 2026-03-31Current AUM: $199.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | STRL | STERLING INFRASTRUCTURE INC COM | 33.3K | $13.6M | $19.9M | 9.96% | -193 | 2026-03-31 |
| 2 | ANET | ARISTA NETWORKS INC COM SHS | 68.1K | $8.4M | $12.3M | 6.15% | +1.3K | 2026-03-31 |
| 3 | AZO | AUTOZONE INC COM | 2.1K | $7.1M | $6.4M | 3.18% | +134 | 2026-03-31 |
| 4 | OXY | OCCIDENTAL PETE CORP COM | 107.4K | $7.0M | $6.1M | 3.07% | +66.1K | 2026-03-31 |
| 5 | LLY | ELI LILLY & CO COM | 7.5K | $6.9M | $8.6M | 4.33% | +343 | 2026-03-31 |
| 6 | NNI | NELNET INC CL A | 51.4K | $6.6M | $7.0M | 3.50% | +2.1K | 2026-03-31 |
| 7 | VNOM | VIPER ENERGY INC CL A | 139.2K | $6.5M | $6.2M | 3.11% | +51.9K | 2026-03-31 |
| 8 | ABBV | ABBVIE INC COM | 28.4K | $6.2M | $7.1M | 3.57% | -898 | 2026-03-31 |
| 9 | VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | 76.8K | $5.8M | $5.8M | 2.91% | +70.6K | 2026-03-31 |
| 10 | APO | APOLLO GLOBAL MGMT INC COM | 47.6K | $5.3M | $6.0M | 3.00% | +3.5K | 2026-03-31 |
| 11 | UTI | UNIVERSAL TECHNICAL INST INC COM | 143.1K | $5.2M | $5.6M | 2.82% | +5.4K | 2026-03-31 |
| 12 | SSNC | SS&C TECH HLDGS COM | 75.4K | $5.1M | $5.8M | 2.91% | +18.4K | 2026-03-31 |
| 13 | — | ASML HLDG NV N Y REGISTRY SHS | 3.8K | $5.0M | $5.0M | 2.53% | +100 | 2026-03-31 |
| 14 | LKQ | LKQ CORP COM | 170.1K | $5.0M | $3.8M | 1.91% | +92.2K | 2026-03-31 |
| 15 | CASH | PATHWARD FINANCIAL INC COM | 55.4K | $4.9M | $4.9M | 2.45% | +7.2K | 2026-03-31 |
| 16 | CAT | CATERPILLAR INC COM | 6.5K | $4.6M | $5.3M | 2.66% | -1,157 | 2026-03-31 |
| 17 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 55.4K | $4.4M | $4.4M | 2.18% | +9.3K | 2026-03-31 |
| 18 | COP | CONOCOPHILLIPS COM | 32.7K | $4.3M | $3.9M | 1.97% | +11.8K | 2026-03-31 |
| 19 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 50.4K | $4.2M | $4.1M | 2.05% | +7.6K | 2026-03-31 |
| 20 | BN | BROOKFIELD CORP CL A LTD VT SH | 92.6K | $3.7M | $3.9M | 1.97% | +1.0K | 2026-03-31 |
| 21 | WM | WASTE MGMT INC DEL COM | 15.2K | $3.5M | $3.5M | 1.73% | +250 | 2026-03-31 |
| 22 | JNJ | JOHNSON & JOHNSON COM | 14.2K | $3.5M | $3.6M | 1.82% | +359 | 2026-03-31 |
| 23 | NPK | NATIONAL PRESTO INDS INC COM | 24.7K | $3.4M | $3.0M | 1.50% | -1,049 | 2026-03-31 |
| 24 | AYI | ACUITY INC COM | 10.8K | $3.0M | $3.6M | 1.78% | +1.0K | 2026-03-31 |
| 25 | NICE | NICE LTD SPONSORED ADR | 25.6K | $2.8M | $2.5M | 1.27% | +16.5K | 2026-03-31 |
← Scroll →
Page 1 of 3