Guardian Wealth Management, Inc.
CIK 1910205 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- ANET5.16%
- AZO3.94%
- ESGR3.84%
- LLY3.79%
- ABBV3.51%
- LKQ3.19%
- APO3.19%
- STRL3.03%
- 82983N1082.60%
- KKR2.51%
Share classes counted separately34.76%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- STRLWeight increased · +0.97 pp2.06% → 3.03%Shares +10.82K (+36.06%)
- LLYWeight increased · +0.93 pp2.86% → 3.79%Shares +2.01K (+35.40%)
- LKQWeight increased · +0.83 pp2.36% → 3.19%Shares +28.27K (+55.64%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $6.10M | 5.16% | 25.91K shares | 4.49% → 5.16%+0.67 pp -199 (-0.76%) | Reduced | ↗▾ |
| 02 | AZOAUTOZONE INCStock View history and evidence | $4.66M | 3.94% | 1.80K shares | 4.28% → 3.94%-0.34 pp +3 (+0.17%) | Added | ↗▾ |
| 03 | ESGRENSTAR GROUP LTDStock View history and evidence | $4.54M | 3.84% | 15.42K shares | 3.53% → 3.84%+0.31 pp -149 (-0.96%) | Reduced | ↗▾ |
| 04 | LLYELI LILLY & COStock View history and evidence | $4.48M | 3.79% | 7.69K shares | 2.86% → 3.79%+0.93 pp +2.01K (+35.40%) | Added | ↗▾ |
| 05 | ABBVABBVIE INCStock View history and evidence | $4.15M | 3.51% | 26.79K shares | 3.80% → 3.51%-0.29 pp -462 (-1.70%) | Reduced | ↗▾ |
| 06 | LKQLKQ CORPStock View history and evidence | $3.78M | 3.19% | 79.09K shares | 2.36% → 3.19%+0.83 pp +28.27K (+55.64%) | Added | ↗▾ |
| 07 | APOAPOLLO GLOBAL MANAGEMENT INCStock View history and evidence | $3.77M | 3.19% | 40.50K shares | 3.37% → 3.19%-0.18 pp +329 (+0.82%) | Added | ↗▾ |
| 08 | STRLSTERLING INFRASTRUCTURE INCStock View history and evidence | $3.59M | 3.03% | 40.81K shares | 2.06% → 3.03%+0.97 pp +10.82K (+36.06%) | Added | ↗▾ |
| 09 | 82983N108SITIO ROYALTIES CORP-AStock View history and evidence | $3.08M | 2.60% | 130.80K shares | 2.95% → 2.60%-0.35 pp +724 (+0.56%) | Added | ↗▾ |
| 10 | KKRKKR & CO INCStock View history and evidence | $2.97M | 2.51% | 35.85K shares | 2.07% → 2.51%+0.44 pp -54 (-0.15%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 9
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MCFT MASTERCRAFT BOAT HOLDINGS IN | Non-derivative | -61,621 | -$1.37M | SEC filing ↗ | SEC filing ↗ |
| EFA ISHARES MSCI EAFE ETF | Non-derivative | -1,074 | -$74.02K | SEC filing ↗ | SEC filing ↗ |
| PAC GRUPO AEROPORTUARIO PAC-ADR | Non-derivative | -151 | -$24.82K | SEC filing ↗ | SEC filing ↗ |
3 / 9 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 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 118307784
}Research all 258 reported holdings.
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