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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Guardian Wealth Management, Inc.

Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001910205-23-000001

Total Value
$101.6M
Positions
252
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (252)

#IssuerTicker / CUSIPSharesValue% of Filing
1AUTOZONE INC COMAZO1,710$4.2M4.15%
2ABBVIE INC COMABBV26,012$4.2M4.14%
3ENSTAR GROUP LIMITED SHSG3075P10114,677$3.4M3.34%
4SITIO ROYALTIES CORP CLASS A COM82983N108113,231$3.3M3.22%
5ARISTA NETWORKS INC COMANET24,082$2.9M2.88%
6ABBOTT LABS COMABLZF25,804$2.8M2.79%
7LKQ CORP COMLKQ49,029$2.6M2.58%
8PEPSICO INC COMPEP13,867$2.5M2.47%
9APOLLO GLOBAL MGMT INC COM03769M10638,405$2.4M2.41%
10CONOCOPHILLIPS COMCOP19,342$2.3M2.25%
11CHECK POINT SOFTWARE TECH LTD ORDM2246510417,909$2.3M2.22%
12NELNET INC CL ANNI24,775$2.2M2.21%
13PROCTER AND GAMBLE CO COM74271810914,304$2.2M2.13%
14WASTE MGMT INC DEL COM94106L10913,748$2.2M2.12%
15JOHNSON & JOHNSON COMJNJ11,848$2.1M2.06%
16ACCENTURE PLC IRELAND SHS CLASS AACN7,833$2.1M2.06%
17VERISIGN INC COMVRSN9,714$2.0M1.96%
18OMNICOM GROUP INC COMOMC23,693$1.9M1.90%
19BERRY GLOBAL GROUP INC COM08579W10330,544$1.8M1.82%
20LOCKHEED MARTIN CORP COMLMT3,758$1.8M1.80%
21KIMBERLY-CLARK CORP COMKMB13,464$1.8M1.80%
22TEXAS INSTRS INC COM88250810410,172$1.7M1.65%
23BROOKFIELD CORP CL A LTD VT SH11271J10752,615$1.7M1.63%
24PERKINELMER INC COMRVTY11,573$1.6M1.60%
25LILLY ELI & CO COMLLY4,419$1.6M1.59%
26KKR & CO INC COMKKRT33,165$1.5M1.52%
27LIBERTY MEDIA CORP DEL COM C SIRIUSXMFWONB37,125$1.5M1.43%
28STAG INDL INC COM85254J10242,069$1.4M1.34%
29LABORATORY CORP AMER HLDGS COM NEW50540R4095,726$1.3M1.33%
30MASTERCRAFT BOAT HLDGS INC COMMCFT51,186$1.3M1.30%
31ACUITY BRANDS INC COMAYI7,686$1.3M1.25%
32MASTERCARD INCORPORATED CL AMA3,652$1.3M1.25%
33VANGUARD VALUE ETF9229087448,837$1.2M1.22%
34SCHWAB U.S. BROAD MARKET ETF80852410227,659$1.2M1.22%
35PHILLIPS 66 COMPSX11,568$1.2M1.19%
36UNILEVER PLC SPON ADR NEWUNLYF22,459$1.1M1.11%
37VANGUARD S&P 500 VALUE ETF9219327037,855$1.1M1.08%
38FRP HLDGS INC COMFRPH20,290$1.1M1.08%
39COLGATE PALMOLIVE CO COMCL13,470$1.1M1.04%
40AMERICAN ELEC PWR CO INC COM02553710110,934$1.0M1.02%
41PINTEREST INC CL APINS41,611$1.0M0.99%
42MEDTRONIC PLC SHSMDT12,989$1.0M0.99%
43P10 INC COM CL A69376K10689,734$957,4670.94%
44LIFETIME BRANDS INC COMLCUT120,121$911,7190.90%
45DISNEY WALT CO COM25468710610,130$880,0670.87%
463M CO COMMMM6,427$770,7270.76%
47APPLE INC COMAAPL5,757$748,0520.74%
48ASTRAZENECA PLC SPONSORED ADRAZN10,886$738,0420.73%
49MEDICAL PPTYS TRUST INC COM58463J30459,452$662,2900.65%
50EASTMAN CHEM CO COMEMN8,121$661,4100.65%
51BROADRIDGE FINL SOLUTIONS INC COM11133T1034,714$632,3250.62%
52HANESBRANDS INC COM41034510298,427$625,9980.62%
53SKYWORKS SOLUTIONS INC COMSWKS6,521$594,2860.58%
54MOHAWK INDS INC COM6081901045,686$581,2230.57%
55EDISON INTL COM2810201079,004$572,8090.56%
56ALPINE INCOME PPTY TR INC COM02083X10329,976$571,9410.56%
57WARNER BROS DISCOVERY INC COM SER AWBD47,690$452,1010.45%
58NORTHWEST NAT HLDG CO COM66765N1059,200$437,8470.43%
59BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS11300410513,851$397,1080.39%
60GARMIN LTD SHSGRMN3,688$340,3560.34%
61CATERPILLAR INC COMCAT1,341$321,2530.32%
62WELLS FARGO CO NEW COM9497461017,434$306,9660.30%
63HUNTINGTON BANCSHARES INC COMHBANP21,585$304,3450.30%
64GENUINE PARTS CO COMGPC1,732$300,4690.30%
65MICROSOFT CORP COMMSFT1,226$294,0250.29%
66ANALOG DEVICES INC COMADI1,787$293,0720.29%
67VANGUARD INTERMEDIATE-TERM BOND ETF9219378193,825$284,2540.28%
68VANGUARD S&P 500 ETF922908363766$269,3000.27%
69ISHARES MSCI EAFE ETF4642874654,077$267,5850.26%
70SCHWAB INTERNATIONAL EQUITY ETF8085248058,259$266,0070.26%
71VANGUARD SHORT-TERM BOND ETF9219378273,252$244,8090.24%
72VANGUARD LONG-TERM BOND ETF9219377933,167$229,4390.23%
73WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT3,745$226,0700.22%
74JEWETT CAMERON TRADING LTD COM NEWJCTC38,830$224,0490.22%
75SCHWAB EMERGING MARKETS EQUITY ETF8085247069,130$216,1090.21%
76SCHWAB US DIVIDEND EQUITY ETF8085247972,797$211,3220.21%
77BUNGE LIMITED COMBG2,092$208,7420.21%
78VANECK SEMICONDUCTOR ETF92189F676971$197,0550.19%
79BLACK STONE MINERALS L P COM UNITBSMLP11,432$192,8530.19%
80SCHWAB U.S. SMALL-CAP ETF8085246074,398$178,1630.18%
81POLISHED COM INC COM28252C109286,157$165,3130.16%
82CISCO SYS INC COMCSCO3,462$164,9410.16%
83WISDOMTREE U.S. AI ENHANCED VALUE FUNDWT1,674$153,6430.15%
84VANGUARD SMALL CAP VALUE ETF922908611873$138,5910.14%
85SONOCO PRODS CO COM8354951021,919$116,5130.11%
86VERIZON COMMUNICATIONS INC COMVZ2,950$116,2300.11%
87VANGUARD FINANCIALS ETF92204A4051,367$113,0880.11%
88BURFORD CAP LTD ORD SHSBUR13,205$107,6210.11%
89ESQUIRE FINL HLDGS INC COM29667J1012,338$101,1220.10%
90VANGUARD SHORT-TERM TREASURY ETF92206C1021,744$100,8410.10%
91HONEYWELL INTL INC COM438516106465$99,6710.10%
92SPDR S&P BANK ETF78464A7972,058$92,9110.09%
93JPMORGAN CHASE & CO COMVYLD682$91,4520.09%
94TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803698$86,9030.09%
95COCA COLA CO COMKO1,338$85,0930.08%
96KLA CORP COM NEWKLAC225$84,6590.08%
97SILVERCREST ASSET MGMT GROUP I CL A8283591094,290$80,5210.08%
98SPDR S&P 500 ETF TRUSTSPY206$78,7810.08%
99HUBBELL INC COMHUBB334$78,4810.08%
100GENERAL DYNAMICS CORP COMGD295$73,1580.07%
101ISHARES MSCI ACWI EX U.S. ETF4642882401,574$71,6380.07%
102NOVO-NORDISK A S ADRNONOF525$71,0540.07%
103SPIRE INC COMSRJN1,014$69,8010.07%
104UNITEDHEALTH GROUP INC COMUNH127$67,5180.07%
105ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN01881G1061,930$66,3280.07%
106PFIZER INC COMPFE1,251$64,1170.06%
107EXXON MOBIL CORP COMXOM571$63,0290.06%
108SANOFI SPONSORED ADRSNYNF1,255$60,7800.06%
109ILLINOIS TOOL WKS INC COM452308109267$58,8200.06%
110BRITISH AMERN TOB PLC SPONSORED ADR1104481071,400$55,9720.06%
111BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A181$55,9110.06%
112HOME DEPOT INC COMHD176$55,5920.05%
113SCHWAB U.S. LARGE-CAP ETF8085242011,188$53,6240.05%
114BCE INC COM NEWBCPPF1,212$53,2670.05%
115BLACKROCK INTERMEDIATE MUNI INCOME BOND ETFBLK2,191$50,6560.05%
116DIAGEO PLC SPON ADR NEWDGEAF282$50,2250.05%
117AMGEN INC COMAMGN190$49,9220.05%
118GENERAL MLS INC COM370334104594$49,7860.05%
119INVESCO S&P 500 EQUAL WEIGHT ETFIVZ338$47,7870.05%
120INVESCO S&P 500 EQUAL WEIGHT COMMUNICATION SERVICES ETFIVZ1,787$44,9090.04%
121CVS HEALTH CORP COMCVS477$44,4410.04%
122CROWN CASTLE INC COMCCI307$41,6590.04%
123SCHWAB U.S. MID-CAP ETF808524508608$39,9100.04%
124NEXTERA ENERGY INC COMNEE-PW470$39,3300.04%
125INTEL CORP COMINTC1,477$39,0350.04%
126SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE740$38,9310.04%
127BRISTOL-MYERS SQUIBB CO COMCELG-RI516$37,1100.04%
128VANGUARD RUSSELL 1000 VALUE ETF92206C714516$34,3650.03%
129S&P GLOBAL INC COMSPGI99$33,1820.03%
130INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFIVZ113$32,4580.03%
131UNITED PARCEL SERVICE INC CL BUPS186$32,3310.03%
132WINMARK CORP COMWINA112$26,4090.03%
133FIRST TR ENERGY INCOME & GROWT COM33738G1041,837$26,0650.03%
134PNC FINL SVCS GROUP INC COM693475105164$25,9460.03%
135STARBUCKS CORP COMSBUX259$25,6560.03%
136VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775462$23,1870.02%
137VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718225$23,1100.02%
138SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888695$21,8690.02%
139VANGUARD COMMUNICATION SERVICES ETF92204A884264$21,7140.02%
140OLIN CORP COM PAR $1OLN402$21,2770.02%
141EMBECTA CORP COMMON STOCKEMBC793$20,0550.02%
142PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF72201R817214$19,8610.02%
143WILLIAMS COS INC COM969457100596$19,6000.02%
144CHEVRON CORP NEW COMCVX109$19,5660.02%
145GSK PLC SPONSORED ADRGLAXF548$19,2570.02%
146EATON CORP PLC SHSETN120$18,8340.02%
147LULULEMON ATHLETICA INC COMLULU57$18,2620.02%
148HELMERICH & PAYNE INC COMHP325$16,1340.02%
149REPUBLIC SVCS INC COM760759100119$15,3500.02%
150BLACKROCK HIGH YIELD MUNI INCOME BOND ETFBLK725$15,3010.02%
151ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF464288513196$14,4570.01%
152VANGUARD REAL ESTATE ETF922908553171$14,1040.01%
153ISHARES CORE MSCI EAFE ETF46432F842229$14,0990.01%
154ORACLE CORP COMORCL-PD172$14,0330.01%
155POSTAL REALTY TRUST INC CL APSTL950$13,8040.01%
156WEST BANCORPORATION INC CAP STKWTBA528$13,4900.01%
157US BANCORP DEL COM NEWUSB-PS278$12,1240.01%
158HF SINCLAIR CORP COMDINO230$11,9550.01%
159BAXTER INTL INC COM071813109226$11,5120.01%
160STERLING INFRASTRUCTURE INC COMSTRL341$11,1850.01%
161PRICE T ROWE GROUP INC COMTROW97$10,5700.01%
162PLYMOUTH INDL REIT INC COM729640102550$10,5490.01%
163SPDR S&P INTERNET ETF78468R127167$10,3960.01%
164AT&T INC COMT-PC556$10,2380.01%
165MID-AMER APT CMNTYS INC COM59522J10365$10,2040.01%
166CAMDEN PPTY TR SH BEN INT13313110285$9,5100.01%
167SPDR S&P AEROSPACE & DEFENSE ETF78464A63185$9,3540.01%
168VANGUARD TOTAL STOCK MARKET ETF92290876948$9,1040.01%
169INTEGER HLDGS CORP COMITGR131$8,9680.01%
170KROGER CO COMKR199$8,8710.01%
171VANGUARD DIVIDEND APPRECIATION ETF92190884458$8,8210.01%
172PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46796$8,6670.01%
173ENERGY SELECT SECTOR SPDR FUND81369Y50697$8,4910.01%
174ALBERTSONS COS INC COMMON STOCK013091103408$8,4620.01%
175DUPONT DE NEMOURS INC COMDD122$8,3520.01%
176SCHWAB SHORT-TERM US TREASURY ETF808524862173$8,3390.01%
177VANGUARD RUSSELL 1000 GROWTH ETF92206C680150$8,2840.01%
178BLACKSTONE INC COMBX112$8,2770.01%
179VANGUARD TOTAL BOND MARKET ETF921937835115$8,2620.01%
180ISHARES RUSSELL 2000 ETF46428765547$8,2110.01%
181HNI CORP COMHNI277$7,8880.01%
182VANGUARD INDUSTRIALS ETF92204A60343$7,8770.01%
183SOUTHERN CO COMSOMN108$7,7200.01%
184BLACKROCK INC COMBLK11$7,4420.01%
185RAYTHEON TECHNOLOGIES CORP COMRTX73$7,4080.01%
186CORTEVA INC COMCTVA121$7,0970.01%
187DOW INC COMDOW126$6,3670.01%
188PACER INDUSTRIAL REAL ESTATE ETF69374H766172$6,3280.01%
189DOLLAR GEN CORP NEW COM25667710525$6,1710.01%
190INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETFIVZ104$5,8490.01%
191LOWES COS INC COM54866110729$5,7420.01%
192VANGUARD MID-CAP VALUE ETF92290851242$5,6390.01%
193WESTROCK CO COMWEST157$5,5200.01%
194HALEON PLC SPON ADSHLNCF675$5,4000.01%
195PARKE BANCORP INC COMPKBK250$5,1850.01%
196VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768100$5,1720.01%
197PPG INDS INC COM69350610740$5,0300.00%
198INVESCO S&P 500 EQUAL WEIGHT ENERGY ETFIVZ69$5,0300.00%
199ALPHABET INC CAP STK CL AGOOG52$4,5880.00%
200NEOGEN CORP COMNEOG270$4,1120.00%
201ISHARES GLOBAL TECH ETF46428729191$4,0810.00%
202SPDR S&P TELECOM ETF78464A54049$3,9990.00%
203ALLIANT ENERGY CORP COMLNT71$3,9460.00%
204BP PLC SPONSORED ADRBPPFF108$3,7670.00%
205POLARIS INC COMPII37$3,6950.00%
206VANGUARD SMALL-CAP GROWTH ETF92290859518$3,6430.00%
207ISHARES CORE U.S. AGGREGATE BOND ETF46428722636$3,4920.00%
208AFLAC INC COMAFL48$3,4560.00%
209HERSHEY CO COMHSY15$3,3660.00%
210FORD MTR CO DEL COM345370860280$3,2560.00%
211BANK AMERICA CORP COM06050510495$3,1570.00%
212SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R200102$3,1100.00%
213ELECTRONIC ARTS INC COMEA21$2,5950.00%
214WESTERN DIGITAL CORP. COMWDC75$2,3660.00%
215TESLA INC COMTSLA18$2,2170.00%
216EXELON CORP COMEXC51$2,2080.00%
217HARSCO CORP COMNVRI348$2,1890.00%
218FATHOM DIGITAL MFG CORP CL A COMFTHM1,435$1,8940.00%
219ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF31$1,8610.00%
220UNIVERSAL TECHNICAL INST INC COMUTI274$1,8410.00%
221VISA INC COM CL AV8$1,6850.00%
222AMAZON COM INC COMAMZN20$1,6800.00%
223SCHLUMBERGER LTD COM STKSLB30$1,5950.00%
224CONSTELLATION ENERGY CORP COMCEG16$1,3910.00%
225GAMESTOP CORP NEW CL AGME-WT75$1,3850.00%
226SCHWAB US AGGREGATE BOND ETF80852483927$1,2450.00%
227WINGSTOP INC COMWING9$1,2390.00%
228BOOZ ALLEN HAMILTON HLDG CORP CL ABAH10$1,0840.00%
229CARRIER GLOBAL CORPORATION COMCARR25$1,0110.00%
230OTIS WORLDWIDE CORP COMOTIS12$9650.00%
231SPDR S&P HOMEBUILDERS ETF78464A88815$9050.00%
232NVIDIA CORPORATION COMNVDA6$8780.00%
233ETSY INC COMETSY7$8380.00%
234FLOOR & DECOR HLDGS INC CL AFND12$8360.00%
235SANGAMO THERAPEUTICS INC COMSGMO230$7220.00%
236CAMECO CORP COMCCJ30$6800.00%
237UNITED NAT FOODS INC COMUNTCW15$5810.00%
238CORSAIR GAMING INC COMCRSR41$5560.00%
239ADVISORSHARES PURE CANNABIS ETF00768Y495100$3600.00%
240DRAFTKINGS INC NEW COM CL ADKNG27$3080.00%
241VIATRIS INC COMVTRS26$2870.00%
242AKOUSTIS TECHNOLOGIES INC COM00973N102100$2820.00%
243ZILLOW GROUP INC CL AZ9$2810.00%
244QUALTRICS INTL INC COM CL A74760120125$2600.00%
245ERICSSON ADR B SEK 1029482160830$1750.00%
246BRINKER INTL INC COM1096411005$1600.00%
247CANOPY GROWTH CORP COMCGC55$1270.00%
248VANECK HIGH YIELD MUNI ETF92189H4092$1160.00%
249SUPER LEAGUE GAMING INC COM86804F202150$500.00%
250HUMANIGEN INC COM NEW444863203128$150.00%
251THERAPEUTICSMD INC COM NEWTXMD2$110.00%
252ESPORTS ENTMT GROUP INC COM29667K30670$50.00%