HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ARISTA NETWORKS INC COM |
25,909 | -199 | $6,102 |
| ANET | 25,909 | -199 | $6,102 |
| AUTOZONE INC COM |
1,804 | +3 | $4,664 |
| AZO | 1,804 | +3 | $4,664 |
| ENSTAR GROUP LIMITED SHS |
15,418 | -149 | $4,538 |
| ESGR | 15,418 | -149 | $4,538 |
| ELI LILLY & CO COM |
7,691 | +2,011 | $4,484 |
| LLY | 7,691 | +2,011 | $4,484 |
| ABBVIE INC COM |
26,791 | -462 | $4,152 |
| ABBV | 26,791 | -462 | $4,152 |
| LKQ CORP COM |
79,092 | +28,275 | $3,780 |
| LKQ | 79,092 | +28,275 | $3,780 |
| APOLLO GLOBAL MGMT INC COM |
40,497 | +329 | $3,774 |
| APO | 40,497 | +329 | $3,774 |
| STERLING INFRASTRUCTURE INC COM |
40,815 | +10,818 | $3,589 |
| STRL | 40,815 | +10,818 | $3,589 |
| SITIO ROYALTIES CORP CLASS A COM |
130,796 | +724 | $3,075 |
| STR | 130,796 | +724 | $3,075 |
| KKR & CO INC COM |
35,849 | -54 | $2,970 |
| KKR | 35,849 | -54 | $2,970 |
| ABBOTT LABS COM |
26,765 | +174 | $2,946 |
| ABT | 26,765 | +174 | $2,946 |
| CHECK POINT SOFTWARE TECH LTD ORD |
18,633 | +85 | $2,847 |
| CHKP | 18,633 | +85 | $2,847 |
| ACCENTURE PLC IRELAND SHS CLASS A |
7,979 | -201 | $2,800 |
| ACN | 7,979 | -201 | $2,800 |
| CONOCOPHILLIPS COM |
23,846 | +252 | $2,768 |
| COP | 23,846 | +252 | $2,768 |
| WASTE MGMT INC DEL COM |
14,442 | +88 | $2,586 |
| WM | 14,442 | +88 | $2,586 |
| PEPSICO INC COM |
14,494 | -1 | $2,462 |
| PEP | 14,494 | -1 | $2,462 |
| NELNET INC CL A |
27,315 | +781 | $2,410 |
| NNI | 27,315 | +781 | $2,410 |
| BROOKFIELD CORP CL A LTD VT SH |
57,306 | +11 | $2,299 |
| BN | 57,306 | +11 | $2,299 |
| OMNICOM GROUP INC COM |
25,954 | +210 | $2,245 |
| OMC | 25,954 | +210 | $2,245 |
| FRP HLDGS INC COM |
35,177 | +108 | $2,212 |
| FRPH | 35,177 | +108 | $2,212 |
| BERRY GLOBAL GROUP INC COM |
32,521 | +445 | $2,192 |
| BERY | 32,521 | +445 | $2,192 |
| PROCTER AND GAMBLE CO COM |
14,490 | -312 | $2,123 |
| PG | 14,490 | -312 | $2,123 |
| VERISIGN INC COM |
10,285 | -363 | $2,118 |
| VRSN | 10,285 | -363 | $2,118 |
| SS&C TECHNOLOGIES HLDGS INC COM |
33,581 | +291 | $2,052 |
| SSNC | 33,581 | +291 | $2,052 |
| JOHNSON & JOHNSON COM |
12,745 | +123 | $1,998 |
| JNJ | 12,745 | +123 | $1,998 |
| TEXAS INSTRS INC COM |
10,986 | +65 | $1,873 |
| TXN | 10,986 | +65 | $1,873 |
| STAG INDL INC COM |
45,817 | +205 | $1,799 |
| STAG | 45,817 | +205 | $1,799 |
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) |
23,313 | +12,711 | $1,775 |
| SCHD | 23,313 | +12,711 | $1,775 |
| KIMBERLY CLARK CORP COM |
14,453 | -225 | $1,756 |
| KMB | 14,453 | -225 | $1,756 |
| ACUITY BRANDS INC COM |
8,302 | +72 | $1,701 |
| AYI | 8,302 | +72 | $1,701 |
| MASTERCARD INCORPORATED CL A |
3,931 | +27 | $1,677 |
| MA | 3,931 | +27 | $1,677 |
| LOCKHEED MARTIN CORP COM |
3,654 | -3 | $1,656 |
| LMT | 3,654 | -3 | $1,656 |
| PHILLIPS 66 COM |
11,165 | -549 | $1,487 |
| PSX | 11,165 | -549 | $1,487 |
| LABORATORY CORP AMER HLDGS COM NEW |
6,003 | +39 | $1,364 |
| LH | 6,003 | +39 | $1,364 |
| SCHWAB U.S. BROAD MARKET ETF (SCHB) |
24,056 | +13 | $1,339 |
| SCHB | 24,056 | +13 | $1,339 |
| REVVITY INC COM |
12,028 | +12,028 | $1,315 |
| RVTY | 12,028 | +12,028 | $1,315 |
| P10 INC COM CL A |
125,319 | -15,857 | $1,281 |
| PX | 125,319 | -15,857 | $1,281 |
| UNILEVER PLC SPON ADR NEW |
24,412 | -1,812 | $1,184 |
| UL | 24,412 | -1,812 | $1,184 |
| DISNEY WALT CO COM |
12,776 | +1,086 | $1,154 |
| DIS | 12,776 | +1,086 | $1,154 |
| MEDTRONIC PLC SHS |
13,374 | -44 | $1,102 |
| MDT | 13,374 | -44 | $1,102 |
| LIBERTY MEDIA CORP DEL COM LBTY SRM S C |
37,631 | -4,689 | $1,083 |
| LSXMK | 37,631 | -4,689 | $1,083 |
| SKYWORKS SOLUTIONS INC COM |
9,340 | -330 | $1,050 |
| SWKS | 9,340 | -330 | $1,050 |
| APPLE INC COM |
5,375 | -437 | $1,035 |
| AAPL | 5,375 | -437 | $1,035 |
| LIFETIME BRANDS INC COM |
134,779 | -10,321 | $904 |
| LCUT | 134,779 | -10,321 | $904 |
| BROADRIDGE FINL SOLUTIONS INC COM |
4,259 | -24 | $876 |
| BR | 4,259 | -24 | $876 |
| 3M CO COM |
7,247 | -293 | $792 |
| MMM | 7,247 | -293 | $792 |
| ALPINE INCOME PPTY TR INC COM |
38,927 | +1,138 | $658 |
| PINE | 38,927 | +1,138 | $658 |
| CATERPILLAR INC COM |
2,192 | +528 | $648 |
| CAT | 2,192 | +528 | $648 |
| HANESBRANDS INC COM |
126,266 | -26,822 | $563 |
| HBI | 126,266 | -26,822 | $563 |
| EASTMAN CHEM CO COM |
5,457 | -346 | $490 |
| EMN | 5,457 | -346 | $490 |
See Full List: All Stocks Held By Guardian Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Guardian Wealth Management Inc.
|
Size ($ in 1000's)
At 12/31/2023: $118,262 At 09/30/2023: $107,148 Guardian Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Guardian Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings |
