Guardian Wealth Management, Inc.
Top Portfolio Positions
52 positions ·
$165,175,507 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
33,314 | $13,567,792 | 8.21% |
| ANET |
Arista Networks, Inc.
Technology
|
68,065 | $8,357,020 | 5.06% |
| AZO |
Autozone Inc
Consumer Cyclical
|
2,107 | $7,116,982 | 4.31% |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
107,422 | $6,982,430 | 4.23% |
| LLY |
ELI LILLY & Co
Healthcare
|
7,523 | $6,919,429 | 4.19% |
| NNI |
Nelnet Inc
Financial Services
|
51,356 | $6,622,869 | 4.01% |
| VNOM |
Viper Energy, Inc.
Energy
|
139,182 | $6,540,162 | 3.96% |
| ABBV |
AbbVie Inc.
Healthcare
|
28,401 | $6,176,933 | 3.74% |
| APO |
Apollo Global Management, Inc.
Financial Services
|
47,585 | $5,301,920 | 3.21% |
| UTI |
Universal Technical Institute Inc
Consumer Defensive
|
143,125 | $5,166,812 | 3.13% |
Portfolio Trend
Holdings in PINE
Shares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,329,588 | 73,866 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,122,430 | 67,131 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $921,432 | 65,027 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $877,113 | 59,627 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $968,171 | 57,905 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $637,617 | 37,976 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $870,597 | 47,835 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $710,796 | 45,681 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $669,248 | 43,799 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $658,255 | 38,927 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $618,228 | 37,789 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $606,823 | 37,343 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $570,621 | 33,905 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $571,942 | 29,976 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $276,972 | 17,076 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $243,819 | 13,606 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $179,295 | 9,537 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $170,059 | 8,486 | Shares | Sole | 2022-02-15 | |
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