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Guardian Wealth Management, Inc.

Portfolio Manager
Guardian Wealth Management, Inc.
Performance
+2.63% (2026 Q1)
AUM (13F)
$183.22M
# of Holdings
61
Performance Rank
Allocation (Top 20)
65.44%

Guardian Wealth Management, Inc. Holdings Map

Top 50 Guardian Wealth Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
STRL
STERLING INFRASTRUCTURE INC COM
7.41%33.3K$13.6M
-0.58%(-193)
2025-Q1: 50.0K shares2025-Q2: 50.7K shares2025-Q3: 34.0K shares2025-Q4: 33.5K shares2026-Q1: 33.3K shares
$69.06(+914.71%)
2026-03-31
ANET
ARISTA NETWORKS INC COM SHS
4.56%68.1K$8.4M
+1.98%(+1.32K)
2025-Q1: 68.1K shares2025-Q2: 68.2K shares2025-Q3: 68.5K shares2025-Q4: 66.7K shares2026-Q1: 68.1K shares
$34.74(+360.53%)
2026-03-31
AZO
AUTOZONE INC COM
3.88%2.1K$7.1M
+6.79%(+134)
2025-Q1: 2.0K shares2025-Q2: 2.0K shares2025-Q3: 2.0K shares2025-Q4: 2.0K shares2026-Q1: 2.1K shares
$2186.08(+44.52%)
2026-03-31
OXY
OCCIDENTAL PETE CORP COM
3.81%107.4K$7.0M
+160.19%(+66.14K)
2025-Q1: 53.2K shares2025-Q2: 104.1K shares2025-Q3: 105.4K shares2025-Q4: 41.3K shares2026-Q1: 107.4K shares
$51.54(-5.11%)
2026-03-31
LLY
ELI LILLY & CO COM
3.78%7.5K$6.9M
+4.78%(+343)
2025-Q1: 7.6K shares2025-Q2: 7.0K shares2025-Q3: 7.1K shares2025-Q4: 7.2K shares2026-Q1: 7.5K shares
$427.55(+183.92%)
2026-03-31
NNI
NELNET INC CL A
3.61%51.4K$6.6M
+4.32%(+2.13K)
2025-Q1: 46.3K shares2025-Q2: 47.7K shares2025-Q3: 49.5K shares2025-Q4: 49.2K shares2026-Q1: 51.4K shares
$94.17(+43.63%)
2026-03-31
VNOM
VIPER ENERGY INC CL A
3.57%139.2K$6.5M
+59.48%(+51.91K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 133.9K shares2025-Q4: 87.3K shares2026-Q1: 139.2K shares
$39.90(+2.12%)
2026-03-31
ABBV
ABBVIE INC COM
3.37%28.4K$6.2M
-3.06%(-898)
2025-Q1: 29.2K shares2025-Q2: 29.4K shares2025-Q3: 30.1K shares2025-Q4: 29.3K shares2026-Q1: 28.4K shares
$133.19(+96.01%)
2026-03-31
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
3.17%76.8K$5.8M
+1144.61%(+70.59K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.2K shares2026-Q1: 76.8K shares
$75.54(-0.02%)
2026-03-31
APO
APOLLO GLOBAL MGMT INC COM
2.89%47.6K$5.3M
+8.02%(+3.53K)
2025-Q1: 43.3K shares2025-Q2: 43.5K shares2025-Q3: 45.2K shares2025-Q4: 44.1K shares2026-Q1: 47.6K shares
$77.59(+52.86%)
2026-03-31

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