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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 Q2 2023 · Filed May 9, 2023 · Accession 0001910205-23-000002

Total Value
$103.8M
Positions
243
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (243)

#IssuerTicker / CUSIPSharesValue% of Filing
1AUTOZONE INC COMAZO1,771$4.4M4.19%
2ARISTA NETWORKS INC COMANET25,347$4.3M4.10%
3ABBVIE INC COMABBV26,472$4.2M4.06%
4ENSTAR GROUP LIMITED SHSG3075P10114,866$3.4M3.32%
5LKQ CORP COMLKQ49,735$2.8M2.72%
6SITIO ROYALTIES CORP CLASS A COM82983N108118,409$2.7M2.58%
7ABBOTT LABS COMABLZF26,069$2.6M2.54%
8PEPSICO INC COMPEP14,117$2.6M2.48%
9APOLLO GLOBAL MGMT INC COM03769M10639,202$2.5M2.39%
10CHECK POINT SOFTWARE TECH LTD ORDM2246510418,226$2.4M2.28%
11NELNET INC CL ANNI25,325$2.3M2.24%
12OMNICOM GROUP INC COMOMC24,530$2.3M2.23%
13WASTE MGMT INC DEL COM94106L10914,022$2.3M2.20%
14ACCENTURE PLC IRELAND SHS CLASS AACN7,994$2.3M2.20%
15VERISIGN INC COMVRSN10,180$2.2M2.07%
16PROCTER AND GAMBLE CO COM74271810914,382$2.1M2.06%
17CONOCOPHILLIPS COMCOP20,056$2.0M1.92%
18TEXAS INSTRS INC COM88250810410,534$2.0M1.89%
19KKR & CO INC COMKKRT36,967$1.9M1.87%
20KIMBERLY-CLARK CORP COMKMB14,073$1.9M1.82%
21JOHNSON & JOHNSON COMJNJ12,129$1.9M1.81%
22BERRY GLOBAL GROUP INC COM08579W10331,369$1.8M1.78%
23BROOKFIELD CORP CL A LTD VT SH11271J10756,340$1.8M1.77%
24LOCKHEED MARTIN CORP COMLMT3,763$1.8M1.71%
25MASTERCRAFT BOAT HLDGS INC COMMCFT58,159$1.8M1.70%
26LILLY ELI & CO COMLLY4,773$1.6M1.58%
27PERKINELMER INC COMRVTY11,892$1.6M1.53%
28STAG INDL INC COM85254J10243,759$1.5M1.43%
29ACUITY BRANDS INC COMAYI7,901$1.4M1.39%
30MASTERCARD INCORPORATED CL AMA3,791$1.4M1.33%
31PINTEREST INC CL APINS50,453$1.4M1.33%
32LABORATORY CORP AMER HLDGS COM NEW50540R4095,863$1.3M1.30%
33FRP HLDGS INC COMFRPH22,920$1.3M1.28%
34UNILEVER PLC SPON ADR NEWUNLYF25,159$1.3M1.26%
35DISNEY WALT CO COM25468710611,970$1.2M1.15%
36SCHWAB U.S. BROAD MARKET ETF80852410224,387$1.2M1.12%
37PHILLIPS 66 COMPSX11,434$1.2M1.12%
38LIBERTY MEDIA CORP DEL COM C SIRIUSXMFWONB40,890$1.1M1.10%
39COLGATE PALMOLIVE CO COMCL14,912$1.1M1.08%
40SKYWORKS SOLUTIONS INC COMSWKS9,248$1.1M1.05%
41MEDTRONIC PLC SHSMDT13,164$1.1M1.02%
42P10 INC COM CL A69376K106101,477$1.0M0.99%
43AMERICAN ELEC PWR CO INC COM02553710110,598$964,3350.93%
44APPLE INC COMAAPL5,784$953,7130.92%
45WARNER BROS DISCOVERY INC COM SER AWBD56,987$860,5040.83%
46LIFETIME BRANDS INC COMLCUT141,970$834,7820.80%
47HANESBRANDS INC COM410345102149,659$787,2090.76%
48ASTRAZENECA PLC SPONSORED ADRAZN10,828$751,5450.72%
493M CO COMMMM7,120$748,3530.72%
50EDISON INTL COM28102010710,004$706,1930.68%
51BROADRIDGE FINL SOLUTIONS INC COM11133T1034,541$665,5940.64%
52EASTMAN CHEM CO COMEMN7,823$659,8190.64%
53STERLING INFRASTRUCTURE INC COMSTRL15,829$599,6030.58%
54ALPINE INCOME PPTY TR INC COM02083X10333,905$570,6140.55%
55MEDICAL PPTYS TRUST INC COM58463J30466,449$546,2140.53%
56NORTHWEST NAT HLDG CO COM66765N10510,260$487,9640.47%
57BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS11300410514,140$462,6610.45%
58CATERPILLAR INC COMCAT1,695$387,8810.37%
59GARMIN LTD SHSGRMN3,636$366,9140.35%
60MICROSOFT CORP COMMSFT1,227$353,7990.34%
61ANALOG DEVICES INC COMADI1,765$348,1690.34%
62GENUINE PARTS CO COMGPC1,731$289,6000.28%
63ISHARES MSCI EAFE ETF4642874653,961$283,2590.27%
64WELLS FARGO CO NEW COM9497461017,458$278,7680.27%
65SCHWAB INTERNATIONAL EQUITY ETF8085248057,909$275,2450.27%
66JEWETT CAMERON TRADING LTD COM NEWJCTC40,625$234,0000.23%
67SCHWAB US DIVIDEND EQUITY ETF8085247973,121$228,3230.22%
68HUNTINGTON BANCSHARES INC COMHBANP20,110$225,2370.22%
69WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT3,502$218,3020.21%
70VANGUARD INTERMEDIATE-TERM BOND ETF9219378192,791$214,1570.21%
71SCHWAB EMERGING MARKETS EQUITY ETF8085247067,638$187,2860.18%
72BLACK STONE MINERALS L P COM UNITBSMLP11,680$183,2630.18%
73VANGUARD SMALL CAP VALUE ETF9229086111,146$181,8810.18%
74BUNGE LIMITED COMBG1,858$177,4540.17%
75SCHWAB U.S. SMALL-CAP ETF8085246074,229$177,3010.17%
76VANGUARD SHORT-TERM BOND ETF9219378272,183$166,9650.16%
77CISCO SYS INC COMCSCO3,076$160,7720.15%
78VANGUARD LONG-TERM BOND ETF9219377932,057$157,6510.15%
79WISDOMTREE U.S. AI ENHANCED VALUE FUNDWT1,393$127,7090.12%
80VANGUARD SHORT-TERM TREASURY ETF92206C1022,099$122,8880.12%
81SONOCO PRODS CO COM8354951021,922$117,2650.11%
82VERIZON COMMUNICATIONS INC COMVZ2,963$115,2160.11%
83VANGUARD S&P 500 VALUE ETF921932703714$104,7700.10%
84TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803638$96,3420.09%
85BURFORD CAP LTD ORD SHSBUR8,554$94,6070.09%
86JPMORGAN CHASE & CO COMVYLD706$91,9800.09%
87HONEYWELL INTL INC COM438516106480$91,7920.09%
88KLA CORP COM NEWKLAC224$89,5270.09%
89ESQUIRE FINL HLDGS INC COM29667J1012,164$84,6160.08%
90NOVO-NORDISK A S ADRNONOF525$83,5490.08%
91COCA COLA CO COMKO1,334$82,7320.08%
92HUBBELL INC COMHUBB334$81,2320.08%
93SILVERCREST ASSET MGMT GROUP I CL A8283591094,375$79,5390.08%
94RLI CORP COMRLI597$79,3470.08%
95ISHARES MSCI ACWI EX U.S. ETF4642882401,574$76,7870.07%
96SPDR S&P BANK ETF78464A7972,058$76,2830.07%
97SPIRE INC COMSRJN1,014$71,0980.07%
98ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN01881G1061,938$70,8450.07%
99SANOFI SPONSORED ADRSNYNF1,255$68,2970.07%
100GENERAL DYNAMICS CORP COMGD295$67,3990.06%
101ILLINOIS TOOL WKS INC COM452308109267$65,0010.06%
102EXXON MOBIL CORP COMXOM576$63,1990.06%
103UNITEDHEALTH GROUP INC COMUNH128$60,3330.06%
104BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A181$55,8870.05%
105HOME DEPOT INC COMHD177$52,2340.05%
106PFIZER INC COMPFE1,253$51,1130.05%
107DIAGEO PLC SPON ADR NEWDGEAF282$51,0680.05%
108BRITISH AMERN TOB PLC SPONSORED ADR1104481071,446$50,7740.05%
109GENERAL MLS INC COM370334104593$50,6860.05%
110SCHWAB U.S. LARGE-CAP ETF8085242011,025$49,5830.05%
111INVESCO S&P 500 EQUAL WEIGHT ETFIVZ338$48,9270.05%
112SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE737$48,7300.05%
113INTEL CORP COMINTC1,415$46,2140.04%
114AMGEN INC COMAMGN191$46,1480.04%
115BCE INC COM NEWBCPPF993$44,4760.04%
116VANGUARD FINANCIALS ETF92204A405514$40,0310.04%
117NEXTERA ENERGY INC COMNEE-PW473$36,4880.04%
118UNITED PARCEL SERVICE INC CL BUPS188$36,4040.04%
119BRISTOL-MYERS SQUIBB CO COMCELG-RI524$36,3090.03%
120CVS HEALTH CORP COMCVS480$35,6840.03%
121CROWN CASTLE INC COMCCI259$34,7020.03%
122VANGUARD RUSSELL 1000 VALUE ETF92206C714519$34,6530.03%
123SCHWAB U.S. MID-CAP ETF808524508506$34,3520.03%
124S&P GLOBAL INC COMSPGI99$34,2160.03%
125INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFIVZ113$32,8750.03%
126GRUPO AEROPUERTO DEL PACIFICO SPON ADR B400506101168$32,7780.03%
127WINMARK CORP COMWINA100$32,1180.03%
128STARBUCKS CORP COMSBUX260$27,0690.03%
129VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775501$26,7730.03%
130VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718244$26,6310.03%
131SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888695$23,4250.02%
132OLIN CORP COM PAR $1OLN403$22,3400.02%
133PNC FINL SVCS GROUP INC COM693475105166$21,0730.02%
134LULULEMON ATHLETICA INC COMLULU57$20,7590.02%
135ALPHABET INC CAP STK CL CGOOG199$20,6960.02%
136EMBECTA CORP COMMON STOCKEMBC727$20,4460.02%
137EATON CORP PLC SHSETN118$20,2180.02%
138PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF72201R817208$19,9890.02%
139GSK PLC SPONSORED ADRGLAXF545$19,3910.02%
140CHEVRON CORP NEW COMCVX110$17,9550.02%
141WILLIAMS COS INC COM969457100594$17,7380.02%
142HNI CORP COMHNI584$16,2540.02%
143ORACLE CORP COMORCL-PD172$16,0100.02%
144VANECK HIGH YIELD MUNI ETF92189H409309$16,0030.02%
145ISHARES CORE MSCI EAFE ETF46432F842229$15,2910.01%
146ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF464288513196$14,8340.01%
147POSTAL REALTY TRUST INC CL APSTL950$14,4590.01%
148VANGUARD VALUE ETF92290874497$13,3380.01%
149VANGUARD MID-CAP VALUE ETF92290851296$12,8980.01%
150UNIVERSAL TECHNICAL INST INC COMUTI1,589$11,7270.01%
151PLYMOUTH INDL REIT INC COM729640102550$11,5560.01%
152HELMERICH & PAYNE INC COMHP321$11,4930.01%
153VANGUARD SMALL-CAP GROWTH ETF92290859552$11,3060.01%
154PRICE T ROWE GROUP INC COMTROW98$11,0610.01%
155BLACKSTONE INC COMBX122$10,6890.01%
156INTEGER HLDGS CORP COMITGR131$10,1530.01%
157US BANCORP DEL COM NEWUSB-PS281$10,1240.01%
158SPDR S&P AEROSPACE & DEFENSE ETF78464A63185$9,9370.01%
159KROGER CO COMKR200$9,8800.01%
160MID-AMER APT CMNTYS INC COM59522J10365$9,8180.01%
161WEST BANCORPORATION INC CAP STKWTBA534$9,7580.01%
162VANGUARD TOTAL STOCK MARKET ETF92290876948$9,7570.01%
163VANGUARD RUSSELL 1000 GROWTH ETF92206C680151$9,4710.01%
164VANGUARD DIVIDEND APPRECIATION ETF92190884458$8,9910.01%
165CAMDEN PPTY TR SH BEN INT13313110285$8,9110.01%
166SS&C TECHNOLOGIES HLDGS INC COMSSNC156$8,8090.01%
167PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46796$8,7880.01%
168PATHWARD FINANCIAL INC COMCASH208$8,6300.01%
169VANGUARD TOTAL BOND MARKET ETF921937835115$8,4900.01%
170ALBERTSONS COS INC COMMON STOCK013091103408$8,4780.01%
171ISHARES RUSSELL 2000 ETF46428765547$8,4310.01%
172HF SINCLAIR CORP COMDINO169$8,1950.01%
173ENERGY SELECT SECTOR SPDR FUND81369Y50697$8,0410.01%
174SCHWAB SHORT-TERM US TREASURY ETF808524862164$7,9880.01%
175DIGITAL TURBINE INC COM NEWAPPS638$7,8860.01%
176SOUTHERN CO COMSOMN109$7,6010.01%
177WESTROCK CO COMWEST244$7,4460.01%
178RAYTHEON TECHNOLOGIES CORP COMRTX74$7,2300.01%
179BLACKROCK INC COMBLK11$7,0820.01%
180AT&T INC COMT-PC367$7,0560.01%
181PERIMETER SOLUTIONS SA COMMON STOCKPRM855$6,9080.01%
182LOWES COS INC COM54866110729$5,7910.01%
183HALEON PLC SPON ADSHLNCF675$5,4950.01%
184ALPHABET INC CAP STK CL AGOOG52$5,3940.01%
185PPG INDS INC COM69350610740$5,3430.01%
186DOLLAR GEN CORP NEW COM25667710525$5,2860.01%
187INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETFIVZ104$5,2670.01%
188AMERICAN EQTY INVT LIFE HLD CO COM025676206140$5,1090.00%
189DUPONT DE NEMOURS INC COMDD70$5,0110.00%
190NEOGEN CORP COMNEOG270$5,0000.00%
191INVESCO S&P 500 EQUAL WEIGHT ENERGY ETFIVZ70$4,7710.00%
192FATHOM DIGITAL MFG CORP CL A COMFTHM8,676$4,7120.00%
193PARKE BANCORP INC COMPKBK262$4,6620.00%
194CORTEVA INC COMCTVA70$4,1990.00%
195BP PLC SPONSORED ADRBPPFF108$4,0910.00%
196POLARIS INC COMPII37$4,0720.00%
197DOW INC COMDOW71$3,9090.00%
198ALLIANT ENERGY CORP COMLNT72$3,8500.00%
199HERSHEY CO COMHSY15$3,7140.00%
200FORD MTR CO DEL COM345370860280$3,5280.00%
201SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R200103$3,1420.00%
202AFLAC INC COMAFL48$3,1190.00%
203PRINCIPAL FINANCIAL GROUP INC COMPFG40$2,9730.00%
204BAXTER INTL INC COM07181310972$2,9310.00%
205WESTERN DIGITAL CORP. COMWDC75$2,8250.00%
206BANK AMERICA CORP COM06050510495$2,7260.00%
207FERGUSON PLC NEW SHSG3421J10620$2,6750.00%
208ELECTRONIC ARTS INC COMEA21$2,5620.00%
209HARSCO CORP COMNVRI348$2,3770.00%
210EXELON CORP COMEXC52$2,1590.00%
211AMAZON COM INC COMAMZN20$2,0660.00%
212ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF29$1,9350.00%
213VISA INC COM CL AV8$1,8280.00%
214VORNADO RLTY TR SH BEN INT929042109117$1,7980.00%
215GAMESTOP CORP NEW CL AGME-WT75$1,7270.00%
216SCHLUMBERGER LTD COM STKSLB30$1,4700.00%
217WINGSTOP INC COMWING8$1,4690.00%
218NVIDIA CORPORATION COMNVDA5$1,3910.00%
219SCHWAB US AGGREGATE BOND ETF80852483929$1,3800.00%
220CONSTELLATION ENERGY CORP COMCEG16$1,2710.00%
221VANGUARD S&P 500 ETF9229083633$1,1820.00%
222FLOOR & DECOR HLDGS INC CL AFND12$1,1790.00%
223CARRIER GLOBAL CORPORATION COMCARR25$1,1260.00%
224OTIS WORLDWIDE CORP COMOTIS12$1,0440.00%
225BOOZ ALLEN HAMILTON HLDG CORP CL ABAH10$9660.00%
226CAMECO CORP COMCCJ30$7850.00%
227ETSY INC COMETSY7$7790.00%
228CORSAIR GAMING INC COMCRSR41$7520.00%
229DRAFTKINGS INC NEW COM CL ADKNG27$5230.00%
230QUALTRICS INTL INC COM CL A74760120125$4460.00%
231SANGAMO THERAPEUTICS INC COMSGMO230$4050.00%
232UNITED NAT FOODS INC COMUNTCW15$3950.00%
233ZILLOW GROUP INC CL AZ9$3930.00%
234AKOUSTIS TECHNOLOGIES INC COM00973N102100$3080.00%
235ADVISORSHARES PURE CANNABIS ETF00768Y495100$2900.00%
236VIATRIS INC COMVTRS26$2510.00%
237BRINKER INTL INC COM1096411005$1900.00%
238ERICSSON ADR B SEK 1029482160830$1760.00%
239BLACKROCK INTERMEDIATE MUNI INCOME BOND ETFBLK7$1700.00%
240CANOPY GROWTH CORP COMCGC55$960.00%
241SUPER LEAGUE GAMING INC COM86804F202150$830.00%
242HUMANIGEN INC COM NEW444863203128$180.00%
243THERAPEUTICSMD INC COM NEWTXMD2$80.00%