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 | Open |
|---|---|---|---|---|---|
| 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
18 quarters · across all stocks
Holdings in UTI
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,166,812 | 143,125 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,597,865 | 137,691 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,633,199 | 142,341 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,817,158 | 142,141 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,516,824 | 136,948 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,346,002 | 130,144 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,407,351 | 86,553 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $24,994 | 1,589 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $25,328 | 1,589 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $19,894 | 1,589 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,315 | 1,589 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $10,979 | 1,589 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,726 | 1,589 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,841 | 274 | Shares | Sole | 2023-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||