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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 $183,217,538
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sterling Infrastructure Inc.
 STRL 33,314 $13,567,793 7.41%
2.
Arista Networks Inc.
 ANET 68,065 $8,357,021 4.56%
3.
Autozone Inc
 AZO 2,107 $7,116,982 3.88%
4.
Occidental Petroleum Corp
 OXY 107,422 $6,982,450 3.81%
5.
Eli Lilly & Co
 LLY 7,523 $6,919,753 3.78%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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