Guardian Wealth Management, Inc.
CIK 1910205 · Holdings on Sep 30, 2023 · First reported Nov 1, 2023
Top ten holdings
Q3 2023- ANET4.49%
- AZO4.28%
- ABBV3.80%
- ESGR3.53%
- APO3.37%
- 82983N1082.95%
- LLY2.86%
- COP2.65%
- ABT2.41%
- LKQ2.36%
Share classes counted separately32.70%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ANETARISTA NETWORKS INCStock View history and evidence | $4.80M | 4.49% | 26.11K shares | — | ↗▾ | |
| 02 | AZOAUTOZONE INCStock View history and evidence | $4.57M | 4.28% | 1.80K shares | — | ↗▾ | |
| 03 | ABBVABBVIE INCStock View history and evidence | $4.06M | 3.80% | 27.25K shares | — | ↗▾ | |
| 04 | ESGRENSTAR GROUP LTDStock View history and evidence | $3.77M | 3.53% | 15.57K shares | — | ↗▾ | |
| 05 | APOAPOLLO GLOBAL MANAGEMENT INCStock View history and evidence | $3.61M | 3.37% | 40.17K shares | — | ↗▾ | |
| 06 | 82983N108SITIO ROYALTIES CORP-AStock View history and evidence | $3.15M | 2.95% | 130.07K shares | — | ↗▾ | |
| 07 | LLYELI LILLY & COStock View history and evidence | $3.05M | 2.86% | 5.68K shares | — | ↗▾ | |
| 08 | COPCONOCOPHILLIPSStock View history and evidence | $2.83M | 2.65% | 23.59K shares | — | ↗▾ | |
| 09 | ABTABBOTT LABORATORIESStock View history and evidence | $2.58M | 2.41% | 26.59K shares | — | ↗▾ | |
| 10 | LKQLKQ CORPStock View history and evidence | $2.52M | 2.36% | 50.82K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CL COLGATE-PALMOLIVE CO | Non-derivative | — | — | SEC filing ↗ | |
| WINA WINMARK CORP | Non-derivative | — | — | SEC filing ↗ | |
| IWM ISHARES RUSSELL 2000 ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1910205 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 106831280
}Research all 226 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.