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Home > Institutional Investor > Guardian Wealth Management, Inc. > Profile

Instuitional Investor - Guardian Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Guardian Wealth Management, Inc.
Portfolio Value $169,259,022
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sterling Infrastructure Inc.
 STRL 33,993 $11,546,742 6.82%
2.
Arista Networks Inc.
 ANET 68,508 $9,982,301 5.9%
3.
Autozone Inc
 AZO 2,006 $8,606,221 5.08%
4.
Abbvie Inc.
 ABBV 30,129 $6,975,992 4.12%
5.
Nelnet Inc
 NNI 49,496 $6,205,825 3.67%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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