Guardian Wealth Management, Inc. - Portfolio overview
Guardian Wealth Management, Inc. has 67 reported holdings in this dataset, with the latest filing dated 2026-05-08.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Industrials and Financial Services.
Largest reported holdings by portfolio allocation
- STRL - STERLING INFRASTRUCTURE INC COM, 7.11%
- ANET - ARISTA NETWORKS INC COM SHS, 4.38%
- AZO - AUTOZONE INC COM, 3.73%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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