Guardian Wealth Management, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 15, 2024
Value $
$142M
Signature - Title
Joshua Kirby - President
Location
Peoria, IL
Summary
This page shows a list of all the recent 13F filings made by Guardian Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Guardian Wealth Management, Inc. reported 239 stock holdings with total value $142M as of Q3 2024. Top holdings included ANET, LLY, STRL, AZO, and ABBV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 239 $142M +$7.96M -$7.27M +$695K ANET, LLY, STRL, AZO, ABBV 13F-HR 11/14/2024, 09:34 PM
Q2 2024 240 $131M +$6.23M -$3.35M +$2.88M ANET, LLY, AZO, STRL, APO 13F-HR 8/8/2024, 04:29 PM
Q1 2024 243 $130M +$5.62M -$6.32M -$702K ANET, LLY, AZO, ABBV, STRL 13F-HR 5/14/2024, 11:50 AM
Q4 2023 258 $118M +$6.12M -$4.72M +$1.4M ANET, AZO, ESGR, LLY, ABBV 13F-HR 2/14/2024, 03:26 PM
Q3 2023 226 $107M +$3.37M -$2.9M +$471K ANET, AZO, ABBV, ESGR, APO 13F-HR 10/31/2023, 05:46 PM
Q2 2023 228 $110M +$7.52M -$4.57M +$2.95M AZO, ANET, ESGR, ABBV, STR 13F-HR 8/14/2023, 01:24 PM
Q1 2023 243 $104M +$5.6M -$4.68M +$920K AZO, ANET, ABBV, ESGR, LKQ 13F-HR 5/9/2023, 04:26 PM
Q4 2022 252 $102M +$14.1M -$10.6M +$3.49M AZO, ABBV, ESGR, STR, ANET 13F-HR 2/10/2023, 02:42 PM
Q3 2022 229 $88.3M +$2.23M -$555K +$1.67M AZO, ABBV, ANET, CBOE, ABT 13F-HR 11/14/2022, 04:34 PM
Q2 2022 217 $92.9M +$9.02M -$5.27M +$3.74M ABBV, AZO, ABT, BAM, CBOE 13F-HR 8/15/2022, 09:03 AM
Q1 2022 229 $101M +$7.82M -$3.94M +$3.87M ABBV, AZO, BAM, ABT, ANET 13F-HR 5/13/2022, 12:40 PM
Q4 2021 222 $104M $0 $0 ABT, BAM, KKR, AZO, ABBV 13F-HR 2/14/2022, 06:17 PM