Guardian Wealth Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Guardian Wealth Management, Inc. reported 229 stock positions worth $146.8 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 6.3% of the portfolio, followed by Sterling Infrastructure (STRL, 5.3%) and Arista Networks (ANET, 4.9%). Compared with Q3 2024, it opened 5 new positions, sold out of 15, added to 61 and reduced 74. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +598%) and the biggest sale LKQ (LKQ, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- PEORIA, IL
- CIK
- 0001910205
- Portfolio Value
- $146.8M (Q4 2024)
- SEC Filing
- 0001910205-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 229 stocks · $146.8M
| SCHD Schwab US DVD Equity ETF | 6.34% | 340,460 | $9.3M | Add +598.0% |
| STRL Sterling Infrastructure Inc. | 5.28% | 46,000 | $7.7M | Add +0.6% |
| ANET Arista Networks Inc. | 4.95% | 65,710 | $7.3M | Reduce -26.1% |
| APO Apollo Global Management Inc. | 4.66% | 41,405 | $6.8M | Add +2.7% |
| AZO AutoZone Inc. | 4.11% | 1,885 | $6.0M | Add +0.8% |
| LLY Eli Lilly & Co. | 3.96% | 7,525 | $5.8M | Reduce -6.8% |
| ABBV Abbvie Inc. | 3.42% | 28,215 | $5.0M | Add +1.1% |
| NNI Nelnet Inc. Class A | 3.21% | 44,160 | $4.7M | Reduce -5.8% |
| KKR KKR & Co. Inc. | 3.21% | 31,882 | $4.7M | Reduce -2.4% |
| CHKP Check Point Software Tech | 2.45% | 19,224 | $3.6M | Add +0.2% |
| VRSN Verisign Inc. | 2.32% | 16,457 | $3.4M | Reduce -13.6% |
| UTI Universal Technical Institut | 2.28% | 130,144 | $3.3M | Add +50.4% |
| BN Brookfield Corp. | 2.21% | 56,344 | $3.2M | Reduce -2.7% |
| ABT Abbott Laboratories | 2.07% | 26,901 | $3.0M | Reduce -1.2% |
| WM Waste Management Inc. | 2.00% | 14,527 | $2.9M | Reduce -1.0% |
| XLE SS Energy Select Sector | 1.93% | 32,992 | $2.8M | Add +34997.9% |
| SSNC Ss&c Technologies Holdings | 1.75% | 33,941 | $2.6M | Reduce -0.0% |
| AYI Acuity Inc. | 1.75% | 8,784 | $2.6M | Add +2.7% |
| PG The Procter & Gamble Co. | 1.75% | 15,282 | $2.6M | Add +0.7% |
| STR Sitio Royalties Corp. Class A | 1.67% | 128,060 | $2.5M | Reduce -30.0% |
| OMC Omnicom Group | 1.59% | 27,197 | $2.3M | Reduce -1.3% |
| GPN Global Payments Inc. | 1.55% | 20,367 | $2.3M | New |
| FRPH FRP Holdings Inc. filed as FRP HLDGS INC | 1.54% | 73,567 | $2.3M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 1.48% | 4,125 | $2.2M | Reduce -0.1% |
| TXN Texas Instruments Inc. | 1.47% | 11,525 | $2.2M | Add +0.1% |
| NPK National Presto Inds Inc. | 1.43% | 21,282 | $2.1M | New |
| BERY Berry Global Group Inc. | 1.33% | 30,110 | $1.9M | Add +0.4% |
| PEP Pepsico Inc. | 1.29% | 12,495 | $1.9M | Reduce -18.3% |
| COP Conocophillips | 1.24% | 18,362 | $1.8M | Reduce -34.3% |
| KMB Kimberly-Clark Corp. | 1.20% | 13,471 | $1.8M | Reduce -11.1% |
| RPC Ridgepost Capital Inc. Class A filed as P10 INC | 1.17% | 136,022 | $1.7M | Add +0.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.13% | 21,337 | $1.7M | Add +155.2% |
| SCHB Schwab US Broad Market ETF | 1.08% | 69,614 | $1.6M | No change |
| VCIT Vanguard Int-Term Corporate | 1.02% | 18,696 | $1.5M | Add +231.7% |
| STAG Stag Industrial Inc. | 1.00% | 43,334 | $1.5M | Reduce -6.7% |
| LMT Lockheed Martin Corp. | 1.00% | 3,015 | $1.5M | Reduce -2.8% |
| LH Labcorp Holdings Inc. | 0.95% | 6,071 | $1.4M | Reduce -0.1% |
| UL Unilever PLC | 0.94% | 24,274 | $1.4M | Reduce -8.6% |
| JNJ Johnson & Johnson | 0.90% | 9,101 | $1.3M | Reduce -29.9% |
| AAPL Apple Inc. | 0.89% | 5,237 | $1.3M | Add +0.1% |
| LKQ LKQ Corp. | 0.88% | 35,085 | $1.3M | Reduce -54.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.79% | 10,372 | $1.2M | Reduce -11.7% |
| MMM 3M Co. | 0.74% | 8,390 | $1.1M | Reduce -12.6% |
| RVTY Revvity Inc. | 0.74% | 9,702 | $1.1M | Reduce -17.8% |
| OXY Occidental Petroleum Corp. | 0.62% | 18,478 | $913K | Reduce -64.3% |
| CAT Caterpillar Inc. | 0.57% | 2,320 | $841K | Reduce -1.0% |
| BR Broadridge Financial Solutio | 0.54% | 3,537 | $800K | Reduce -7.4% |
| MDT Medtronic PLC | 0.53% | 9,712 | $776K | Reduce -26.0% |
| CVS CVS Health Corp. | 0.51% | 16,647 | $747K | Add +151236.4% |
| PSX Phillips 66 | 0.49% | 6,300 | $718K | Reduce -38.2% |
| PINE Alpine Income Property Trust | 0.43% | 37,976 | $638K | Reduce -20.6% |
| MSFT Microsoft Corp. | 0.35% | 1,231 | $519K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.31% | 2,306 | $457K | Reduce -22.2% |
| SWKS Skyworks Solutions Inc. | 0.26% | 4,321 | $383K | Reduce -57.8% |
| WBD Warner Bros Discovery Inc. | 0.26% | 36,017 | $381K | Reduce -37.4% |
| LCUT Lifetime Brands Inc. | 0.24% | 60,453 | $357K | Reduce -53.2% |
| NWN Northwest Natural Holding Co. | 0.23% | 8,688 | $344K | Reduce -29.9% |
| GRMN Garmin Ltd. | 0.21% | 1,496 | $309K | No change |
| SIRI Sirius XM Holdings Inc. | 0.20% | 13,009 | $297K | Reduce -55.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.20% | 4,454 | $292K | No change |
| DE Deere & Co. | 0.20% | 688 | $292K | No change |
| EMN Eastman Chemical Co. | 0.19% | 3,010 | $275K | Reduce -12.8% |
| WFC Wells Fargo & Co. | 0.18% | 3,852 | $271K | Reduce -20.9% |
| NVDA Nvidia Corp. | 0.17% | 1,890 | $254K | Reduce -4.6% |
| ADI Analog Devices Inc. | 0.17% | 1,194 | $254K | Reduce -4.4% |
| AEP American Electric Power | 0.17% | 2,740 | $253K | Reduce -13.5% |
| VOOV Vanguard S&P 500 Value ETF | 0.16% | 1,286 | $237K | Add +0.7% |
| JPM JPMorgan Chase & Co. | 0.11% | 697 | $167K | Reduce -2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 355 | $161K | Reduce -1.7% |
| BSM Black Stone Minerals LP | 0.10% | 10,457 | $153K | Reduce -19.6% |
| MAGN Magnera Corp. | 0.10% | 8,064 | $147K | New |
| GPC Genuine Parts Co. | 0.09% | 1,190 | $139K | Add +0.2% |
| BIV Vanguard Intermediate-Term B | 0.09% | 1,843 | $138K | Reduce -7.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.09% | 1,678 | $136K | Reduce -26.5% |
| KLAC KLA Corp. | 0.09% | 211 | $133K | Add +0.5% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.09% | 2,528 | $132K | Reduce -0.9% |
| CSCO Cisco Systems Inc. | 0.09% | 2,134 | $126K | Add +0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.08% | 1,611 | $124K | Reduce -3.4% |
| ESQ Esquire Financial Holdings I | 0.08% | 1,487 | $118K | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.08% | 1,086 | $117K | Add +10.9% |
| SENEA Seneca Foods Corp. Class A | 0.08% | 1,411 | $112K | No change |
| XLK SS Technology Select Sector | 0.07% | 446 | $104K | Reduce -25.5% |
| MNDO Mind Cti Ltd. | 0.07% | 51,610 | $102K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.07% | 278 | $102K | Reduce -1.4% |
| APD Air Products & Chemicals Inc. | 0.07% | 341 | $99K | No change |
| BUR Burford Capital Ltd. | 0.07% | 7,673 | $98K | Reduce -0.0% |
| RLI Rli Corp. | 0.07% | 593 | $98K | Reduce -0.7% |
| BTI British American Tob-SP ADR | 0.07% | 2,686 | $98K | Reduce -21.0% |
| DLTH Duluth Holdings Inc. Class B | 0.07% | 30,996 | $96K | New |
| BLV Vanguard Long-Term Bond ETF | 0.07% | 1,399 | $96K | Reduce -9.2% |
| SITE Siteone Landscape Supply Inc. | 0.06% | 715 | $94K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.06% | 1,050 | $90K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.06% | 2,022 | $85K | Add +830.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 496 | $84K | Add +1002.2% |
| MRK Merck & Co. Inc. | 0.06% | 818 | $81K | No change |
| VGSH Vanguard Short-Term Treasury | 0.06% | 1,392 | $81K | Add +0.2% |
| HBAN Huntington Bancshares Inc. | 0.05% | 4,951 | $81K | Reduce -5.8% |
| AIVL Wisdomtree US AI Enhanced Va | 0.05% | 742 | $79K | No change |
| SCHA Schwab US Small-Cap ETF | 0.05% | 3,023 | $78K | Reduce -7.5% |
| SPHB Invesco S&P 500 High Beta Et | 0.05% | 876 | $78K | Add +0.1% |
Portfolio Sells Q3 2024 → Q4 2024
| LKQ LKQ Corp. | Reduce -54.6% | 0.88% | −1.30 |
| OXY Occidental Petroleum Corp. | Reduce -64.3% | 0.62% | −1.26 |
| LLY Eli Lilly & Co. | Reduce -6.8% | 3.96% | −1.09 |
| ANET Arista Networks Inc. | Reduce -26.1% | 4.95% | −1.07 |
| STR Sitio Royalties Corp. Class A | Reduce -30.0% | 1.67% | −1.01 |
| COP Conocophillips | Reduce -34.3% | 1.24% | −0.83 |
| JNJ Johnson & Johnson | Reduce -29.9% | 0.90% | −0.59 |
| ESGR Enstar Group Ltd. | Sold out | 0.00% | −0.58 |
| PEP Pepsico Inc. | Reduce -18.3% | 1.29% | −0.54 |
| NNI Nelnet Inc. Class A | Reduce -5.8% | 3.21% | −0.53 |
| PSX Phillips 66 | Reduce -38.2% | 0.49% | −0.46 |
| SWKS Skyworks Solutions Inc. | Reduce -57.8% | 0.26% | −0.45 |
| OMC Omnicom Group | Reduce -1.3% | 1.59% | −0.41 |
| LCUT Lifetime Brands Inc. | Reduce -53.2% | 0.24% | −0.35 |
| RVTY Revvity Inc. | Reduce -17.8% | 0.74% | −0.32 |
| KMB Kimberly-Clark Corp. | Reduce -11.1% | 1.20% | −0.32 |
| MDT Medtronic PLC | Reduce -26.0% | 0.53% | −0.30 |
| STAG Stag Industrial Inc. | Reduce -6.7% | 1.00% | −0.28 |
| SIRI Sirius XM Holdings Inc. | Reduce -55.1% | 0.20% | −0.28 |
| LMT Lockheed Martin Corp. | Reduce -2.8% | 1.00% | −0.28 |
| UL Unilever PLC | Reduce -8.6% | 0.94% | −0.28 |
| VRSN Verisign Inc. | Reduce -13.6% | 2.32% | −0.23 |
| MMM 3M Co. | Reduce -12.6% | 0.74% | −0.19 |
| PINE Alpine Income Property Trust | Reduce -20.6% | 0.43% | −0.18 |
| WM Waste Management Inc. | Reduce -1.0% | 2.00% | −0.15 |
| NWN Northwest Natural Holding Co. | Reduce -29.9% | 0.23% | −0.12 |
| ABT Abbott Laboratories | Reduce -1.2% | 2.07% | −0.12 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -22.2% | 0.31% | −0.11 |
| SOLV Solventum Corp. | Sold out | 0.00% | −0.09 |
| EMN Eastman Chemical Co. | Reduce -12.8% | 0.19% | −0.09 |
| FTRE Fortrea Holdings Inc. | Sold out | 0.00% | −0.08 |
| WBD Warner Bros Discovery Inc. | Reduce -37.4% | 0.26% | −0.07 |
| CAT Caterpillar Inc. | Reduce -1.0% | 0.57% | −0.07 |
| AEP American Electric Power | Reduce -13.5% | 0.17% | −0.06 |
| SCHF Schwab Intl Equity ETF | Reduce -59.8% | 0.02% | −0.04 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -26.5% | 0.09% | −0.04 |
| BSM Black Stone Minerals LP | Reduce -19.6% | 0.10% | −0.03 |
| BR Broadridge Financial Solutio | Reduce -7.4% | 0.54% | −0.03 |
| BG Bunge Global SA | Reduce -37.2% | 0.03% | −0.03 |
| ADI Analog Devices Inc. | Reduce -4.4% | 0.17% | −0.03 |
| XLK SS Technology Select Sector | Reduce -25.5% | 0.07% | −0.02 |
| SSNC Ss&c Technologies Holdings | Reduce -0.0% | 1.75% | −0.02 |
| FRPH FRP Holdings Inc. | Reduce -0.6% | 1.54% | −0.02 |
| BTI British American Tob-SP ADR | Reduce -21.0% | 0.07% | −0.02 |
| JCTC Jewett-Cameron Trading Ltd. | Reduce -35.8% | 0.03% | −0.02 |
| SNY Sanofi-ADR | Reduce -63.8% | 0.01% | −0.02 |
| BLV Vanguard Long-Term Bond ETF | Reduce -9.2% | 0.07% | −0.02 |
| BIV Vanguard Intermediate-Term B | Reduce -7.3% | 0.09% | −0.02 |
| HUBB Hubbell Inc. | Reduce -21.9% | 0.04% | −0.01 |
| DEO Diageo PLC-Sponsored ADR | Reduce -54.6% | 0.01% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| SCHD Schwab US DVD Equity ETF | Add +598.0% | 6.34% | +5.37 |
| XLE SS Energy Select Sector | Add +34997.9% | 1.93% | +1.92 |
| GPN Global Payments Inc. | New | 1.55% | +1.55 |
| NPK National Presto Inds Inc. | New | 1.43% | +1.43 |
| UTI Universal Technical Institut | Add +50.4% | 2.28% | +1.29 |
| APO Apollo Global Management Inc. | Add +2.7% | 4.66% | +1.11 |
| VCIT Vanguard Int-Term Corporate | Add +231.7% | 1.02% | +0.69 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +155.2% | 1.13% | +0.67 |
| STRL Sterling Infrastructure Inc. | Add +0.6% | 5.28% | +0.60 |
| CVS CVS Health Corp. | Add +151236.4% | 0.51% | +0.51 |
| RPC Ridgepost Capital Inc. Class A | Add +0.3% | 1.17% | +0.14 |
| MAGN Magnera Corp. | New | 0.10% | +0.10 |
| AYI Acuity Inc. | Add +2.7% | 1.75% | +0.09 |
| DLTH Duluth Holdings Inc. Class B | New | 0.07% | +0.07 |
| BTC Grayscale Bitcoin Mini ETF | Add +830.1% | 0.06% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1002.2% | 0.06% | +0.05 |
| AAPL Apple Inc. | Add +0.1% | 0.89% | +0.03 |
| ESQ Esquire Financial Holdings I | Add +0.2% | 0.08% | +0.01 |
| T AT&T Inc. | Add +388.2% | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.09% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 0.03% | +0.00 |
| WMB Williams Cos Inc. | Add +0.3% | 0.01% | +0.00 |
| NUV Nuveen Municipal Value | New | 0.00% | +0.00 |
| BX Blackstone Inc. | Add +0.8% | 0.01% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Add +0.9% | 0.02% | +0.00 |
| SAMG Silvercrest Asset Manageme-A | Add +0.3% | 0.04% | +0.00 |
| PNC PNC Financial Services Group | Add +1.1% | 0.02% | +0.00 |
| KR Kroger Co. | Add +1.0% | 0.01% | +0.00 |
| USB US Bancorp | Add +1.0% | 0.01% | +0.00 |
| TROW T Rowe Price Group Inc. | Add +1.1% | 0.01% | +0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Add +16.4% | 0.00% | +0.00 |
| VTRS Viatris Inc. | Add +0.4% | 0.00% | +0.00 |
| SHOC Shoc US Semicon Equity ETF | Add +3.3% | 0.00% | 0.00 |
| KOSS Koss Corp. | Add +500.0% | 0.00% | 0.00 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +1.8% | 0.00% | −0.00 |
| LNT Alliant Energy Corp. | Add +1.3% | 0.00% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +2.4% | 0.00% | −0.00 |
| SCHC Schwab Intl Small-Cap Equity | Add +0.8% | 0.00% | −0.00 |
| SO The Southern Co. | Add +0.9% | 0.01% | −0.00 |
| XOM Exxon Mobil Corp. | Add +10.9% | 0.08% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.5% | 0.02% | −0.00 |
| UPS United Parcel Service Class B | Add +1.5% | 0.02% | −0.00 |
| SPHB Invesco S&P 500 High Beta Et | Add +0.1% | 0.05% | −0.00 |
| BP BP PLC-Spons ADR | Add +0.1% | 0.02% | −0.00 |
| VGSH Vanguard Short-Term Treasury | Add +0.2% | 0.06% | −0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Add +0.4% | 0.02% | −0.00 |
| RSPH Invesco S&P 500 Equal Weight | Add +0.1% | 0.02% | −0.00 |
| HD Home Depot Inc. | Add +0.6% | 0.05% | −0.00 |
| VZ Verizon Communications Inc. | Add +1.6% | 0.03% | −0.00 |
| GIS General Mills Inc. | Add +0.6% | 0.02% | −0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| CC The Chemours Co. | COM | Sold out | 0 | $0before exit |
| C Citigroup Inc. | COM NEW | Sold out | 0 | $0before exit |
| TRV The Travelers Cos Inc. | COM | Sold out | 0 | $0before exit |
| WAB Wabtec Corp. | COM | Sold out | 0 | $0before exit |
| XRX Xerox Holdings Corp. | COM NEW | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 66 | $203.5M | ANET, LLY, STRL, ASML, ABBV |
| Q1 2026 | 61 | $183.2M | STRL, ANET, AZO, OXY, LLY |
| Q4 2025 | 67 | $170.3M | VTV, STRL, ANET, LLY, ABBV |
| Q3 2025 | 61 | $169.3M | STRL, ANET, AZO, ABBV, NNI |
| Q2 2025 | 61 | $150.2M | STRL, AZO, ANET, APO, NNI |
| Q1 2025 | 224 | $149.8M | AZO, LLY, ABBV, APO, STRL |
| Q4 2024 | 229 | $146.8M | SCHD, STRL, ANET, APO, AZO |
| Q3 2024 | 239 | $141.9M | ANET, LLY, STRL, AZO, ABBV |
| Q2 2024 | 240 | $130.8M | ANET, LLY, AZO, STRL, APO |
| Q1 2024 | 243 | $129.8M | ANET, LLY, AZO, ABBV, STRL |