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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 Q3 2023 · Filed August 14, 2023 · Accession 0001910205-23-000003

Total Value
$109.5M
Positions
228
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (228)

#IssuerTicker / CUSIPSharesValue% of Filing
1AUTOZONE INC COMAZO1,800$4.5M4.10%
2ARISTA NETWORKS INC COMANET26,184$4.2M3.87%
3ENSTAR GROUP LIMITED SHSG3075P10115,267$3.7M3.40%
4ABBVIE INC COMABBV27,077$3.6M3.33%
5SITIO ROYALTIES CORP CLASS A COM82983N108127,723$3.4M3.06%
6APOLLO GLOBAL MGMT INC COM03769M10640,661$3.1M2.85%
7LKQ CORP COMLKQ50,770$3.0M2.70%
8ABBOTT LABS COMABLZF26,555$2.9M2.64%
9PEPSICO INC COMPEP14,463$2.7M2.45%
10NELNET INC CL ANNI26,486$2.6M2.33%
11ACCENTURE PLC IRELAND SHS CLASS AACN8,197$2.5M2.31%
12WASTE MGMT INC DEL COM94106L10914,342$2.5M2.27%
13OMNICOM GROUP INC COMOMC25,698$2.4M2.23%
14VERISIGN INC COMVRSN10,527$2.4M2.17%
15CHECK POINT SOFTWARE TECH LTD ORDM2246510418,588$2.3M2.13%
16ELI LILLY & CO COMLLY4,906$2.3M2.10%
17PROCTER AND GAMBLE CO COM74271810914,748$2.2M2.04%
18CONOCOPHILLIPS COMCOP20,827$2.2M1.97%
19JOHNSON & JOHNSON COMJNJ12,564$2.1M1.90%
20BERRY GLOBAL GROUP INC COM08579W10332,051$2.1M1.88%
21KKR & CO INC COMKKRT35,873$2.0M1.83%
22KIMBERLY-CLARK CORP COMKMB14,506$2.0M1.83%
23FRP HLDGS INC COMFRPH34,234$2.0M1.80%
24TEXAS INSTRS INC COM88250810410,882$2.0M1.79%
25BROOKFIELD CORP CL A LTD VT SH11271J10756,418$1.9M1.73%
26MASTERCRAFT BOAT HLDGS INC COMMCFT61,187$1.9M1.71%
27LOCKHEED MARTIN CORP COMLMT3,651$1.7M1.53%
28P10 INC COM CL A69376K106146,579$1.7M1.51%
29STAG INDL INC COM85254J10245,311$1.6M1.48%
30MASTERCARD INCORPORATED CL AMA3,906$1.5M1.40%
31REVVITY INC COMRVTY12,247$1.5M1.33%
32LABORATORY CORP AMER HLDGS COM NEW50540R4095,958$1.4M1.31%
33LIBERTY MEDIA CORP DEL COM LBTY SRM S CFWONB42,496$1.4M1.27%
34UNILEVER PLC SPON ADR NEWUNLYF26,317$1.4M1.25%
35ACUITY BRANDS INC COMAYI8,251$1.3M1.23%
36SS&C TECHNOLOGIES HLDGS INC COMSSNC21,515$1.3M1.19%
37SCHWAB U.S. BROAD MARKET ETF80852410224,029$1.2M1.13%
38STERLING INFRASTRUCTURE INC COMSTRL21,636$1.2M1.10%
39COLGATE PALMOLIVE CO COMCL15,643$1.2M1.10%
40MEDTRONIC PLC SHSMDT13,440$1.2M1.08%
41APPLE INC COMAAPL5,789$1.1M1.03%
42PHILLIPS 66 COMPSX11,659$1.1M1.02%
43DISNEY WALT CO COM25468710612,227$1.1M1.00%
44SKYWORKS SOLUTIONS INC COMSWKS9,622$1.1M0.97%
45LIFETIME BRANDS INC COMLCUT144,792$818,0760.75%
46AMERICAN ELEC PWR CO INC COM0255371019,711$817,6620.75%
47ASTRAZENECA PLC SPONSORED ADRAZN10,814$773,9300.71%
48EDISON INTL COM28102010710,840$752,8200.69%
493M CO COMMMM7,465$747,1380.68%
50WARNER BROS DISCOVERY INC COM SER AWBD58,568$734,4430.67%
51BROADRIDGE FINL SOLUTIONS INC COM11133T1034,391$727,3110.66%
52SCHWAB US DIVIDEND EQUITY ETF8085247979,722$706,0470.64%
53HANESBRANDS INC COM410345102153,347$696,1970.64%
54EASTMAN CHEM CO COMEMN7,580$634,5800.58%
55ALPINE INCOME PPTY TR INC COM02083X10337,343$606,8300.55%
56NORTHWEST NAT HLDG CO COM66765N10511,163$480,5520.44%
57MICROSOFT CORP COMMSFT1,228$418,2120.38%
58CATERPILLAR INC COMCAT1,662$408,9480.37%
59GARMIN LTD SHSGRMN3,652$380,9160.35%
60ANALOG DEVICES INC COMADI1,771$345,0160.32%
61WELLS FARGO CO NEW COM9497461017,076$302,0130.28%
62GENUINE PARTS CO COMGPC1,514$256,2930.23%
63SCHWAB INTERNATIONAL EQUITY ETF8085248057,156$255,1040.23%
64WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT3,423$228,1470.21%
65HUNTINGTON BANCSHARES INC COMHBANP20,129$216,9890.20%
66VANGUARD SMALL CAP VALUE ETF9229086111,201$198,5790.18%
67BLACK STONE MINERALS L P COM UNITBSMLP11,904$189,8690.17%
68VANGUARD INTERMEDIATE-TERM BOND ETF9219378192,439$183,4900.17%
69JEWETT CAMERON TRADING LTD COM NEWJCTC40,489$178,1520.16%
70CISCO SYS INC COMCSCO2,927$151,4220.14%
71VANGUARD SHORT-TERM BOND ETF9219378271,985$149,9820.14%
72BUNGE LIMITED COMBG1,577$148,7740.14%
73BRITISH AMERN TOB PLC SPONSORED ADR1104481074,294$142,5560.13%
74VANGUARD LONG-TERM BOND ETF9219377931,853$138,8220.13%
75BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A365$124,4650.11%
76VANGUARD SHORT-TERM TREASURY ETF92206C1022,083$120,2560.11%
77WISDOMTREE U.S. AI ENHANCED VALUE FUNDWT1,262$118,0190.11%
78SONOCO PRODS CO COM8354951021,929$113,8610.10%
79VANGUARD S&P 500 VALUE ETF921932703714$111,1970.10%
80HUBBELL INC COMHUBB335$111,0510.10%
81TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803639$111,0360.10%
82KLA CORP COM NEWKLAC225$109,0830.10%
83SCHWAB U.S. SMALL-CAP ETF8085246072,476$108,4420.10%
84BURFORD CAP LTD ORD SHSBUR8,555$104,2000.10%
85JPMORGAN CHASE & CO COMVYLD711$103,3930.09%
86HONEYWELL INTL INC COM438516106482$100,1020.09%
87ESQUIRE FINL HLDGS INC COM29667J1012,171$99,2850.09%
88SILVERCREST ASSET MGMT GROUP I CL A8283591094,412$89,3500.08%
89VERIZON COMMUNICATIONS INC COMVZ2,398$89,1910.08%
90NOVO-NORDISK A S ADRNONOF525$84,9610.08%
91RLI CORP COMRLI597$81,4730.07%
92COCA COLA CO COMKO1,338$80,5970.07%
93ISHARES MSCI ACWI EX U.S. ETF4642882401,586$78,0620.07%
94ISHARES MSCI EAFE ETF4642874651,074$77,8650.07%
95SPDR S&P BANK ETF78464A7972,012$72,4410.07%
96SANOFI SPONSORED ADRSNYNF1,255$67,6450.06%
97ILLINOIS TOOL WKS INC COM452308109267$66,7930.06%
98SPIRE INC COMSRJN1,014$64,3070.06%
99GENERAL DYNAMICS CORP COMGD296$63,6600.06%
100ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN01881G1061,950$62,7030.06%
101EXXON MOBIL CORP COMXOM581$62,3120.06%
102UNITEDHEALTH GROUP INC COMUNH128$61,5360.06%
103HOME DEPOT INC COMHD178$55,2680.05%
104SCHWAB U.S. LARGE-CAP ETF8085242011,027$53,7830.05%
105DIAGEO PLC SPON ADR NEWDGEAF282$48,9800.04%
106PFIZER INC COMPFE1,258$46,1610.04%
107GENERAL MLS INC COM370334104595$45,6460.04%
108SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE737$45,5980.04%
109BCE INC COM NEWBCPPF993$45,2710.04%
110INVESCO S&P 500 EQUAL WEIGHT ETFIVZ293$43,8760.04%
111AMGEN INC COMAMGN192$42,5710.04%
112VANGUARD FINANCIALS ETF92204A405514$41,7530.04%
113S&P GLOBAL INC COMSPGI99$39,8460.04%
114SCHWAB U.S. MID-CAP ETF808524508507$36,0340.03%
115NEXTERA ENERGY INC COMNEE-PW476$35,3410.03%
116VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870432$34,1700.03%
117UNITED PARCEL SERVICE INC CL BUPS189$33,9610.03%
118VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409448$33,8960.03%
119BRISTOL-MYERS SQUIBB CO COMCELG-RI528$33,7800.03%
120INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFIVZ113$33,6490.03%
121SCHWAB EMERGING MARKETS EQUITY ETF8085247061,357$33,4220.03%
122WINMARK CORP COMWINA100$33,4030.03%
123GRUPO AEROPUERTO DEL PACIFICO SPON ADR B400506101168$30,0250.03%
124CROWN CASTLE INC COMCCI261$29,7480.03%
125INTEL CORP COMINTC847$28,3280.03%
126VANGUARD RUSSELL 1000 VALUE ETF92206C714396$27,3860.03%
127VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775501$27,2630.02%
128VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718244$26,9940.02%
129STARBUCKS CORP COMSBUX261$25,8900.02%
130ALPHABET INC CAP STK CL CGOOG199$24,0730.02%
131EATON CORP PLC SHSETN118$23,7300.02%
132VANGUARD VALUE ETF922908744156$22,1090.02%
133LULULEMON ATHLETICA INC COMLULU57$21,5750.02%
134PNC FINL SVCS GROUP INC COM693475105168$21,1510.02%
135OLIN CORP COM PAR $1OLN403$20,7190.02%
136ORACLE CORP COMORCL-PD173$20,6060.02%
137WILLIAMS COS INC COM969457100598$19,5140.02%
138GSK PLC SPONSORED ADRGLAXF545$19,4240.02%
139PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF72201R817204$19,3410.02%
140SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888564$19,0440.02%
141CHEVRON CORP NEW COMCVX111$17,4790.02%
142HNI CORP COMHNI586$16,5210.02%
143VANECK HIGH YIELD MUNI ETF92189H409313$16,0450.01%
144ISHARES CORE MSCI EAFE ETF46432F842233$15,7290.01%
145ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF464288513196$14,7400.01%
146POSTAL REALTY TRUST INC CL APSTL950$13,9750.01%
147VANGUARD MID-CAP VALUE ETF92290851297$13,3870.01%
148PLYMOUTH INDL REIT INC COM729640102550$12,6610.01%
149VANGUARD SMALL-CAP GROWTH ETF92290859552$12,0230.01%
150INTEGER HLDGS CORP COMITGR131$11,6080.01%
151BLACKSTONE INC COMBX123$11,4270.01%
152HELMERICH & PAYNE INC COMHP321$11,3970.01%
153PRICE T ROWE GROUP INC COMTROW99$11,0940.01%
154UNIVERSAL TECHNICAL INST INC COMUTI1,589$10,9800.01%
155EMBECTA CORP COMMON STOCKEMBC494$10,6760.01%
156VANGUARD RUSSELL 1000 GROWTH ETF92206C680151$10,6760.01%
157VANGUARD TOTAL STOCK MARKET ETF92290876948$10,5700.01%
158SPDR S&P AEROSPACE & DEFENSE ETF78464A63185$10,3300.01%
159WEST BANCORPORATION INC CAP STKWTBA542$9,9750.01%
160MID-AMER APT CMNTYS INC COM59522J10365$9,8710.01%
161PATHWARD FINANCIAL INC COMCASH208$9,6430.01%
162VANGUARD DIVIDEND APPRECIATION ETF92190884458$9,4820.01%
163KROGER CO COMKR201$9,4600.01%
164US BANCORP DEL COM NEWUSB-PS285$9,4060.01%
165CAMDEN PPTY TR SH BEN INT13313110285$9,2540.01%
166PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46796$9,0800.01%
167ALBERTSONS COS INC COMMON STOCK013091103408$8,9030.01%
168ISHARES RUSSELL 2000 ETF46428765547$8,8740.01%
169VANGUARD TOTAL BOND MARKET ETF921937835115$8,3590.01%
170ENERGY SELECT SECTOR SPDR FUND81369Y50697$7,8800.01%
171SOUTHERN CO COMSOMN110$7,7510.01%
172SCHWAB SHORT-TERM US TREASURY ETF808524862156$7,5060.01%
173BLACKROCK INC COMBLK11$7,3690.01%
174RTX CORPORATION COMRTX74$7,2750.01%
175LOWES COS INC COM54866110729$6,5700.01%
176ALPHABET INC CAP STK CL AGOOG52$6,2240.01%
177NEOGEN CORP COMNEOG270$5,8730.01%
178HALEON PLC SPON ADSHLNCF675$5,6570.01%
179INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETFIVZ105$5,3780.00%
180PERIMETER SOLUTIONS SA COMMON STOCKPRM855$5,2580.00%
181DUPONT DE NEMOURS INC COMDD70$4,9880.00%
182INVESCO S&P 500 EQUAL WEIGHT ENERGY ETFIVZ70$4,8060.00%
183WESTROCK CO COMWEST160$4,6480.00%
184POLARIS INC COMPII37$4,4750.00%
185AT&T INC COMT-PC273$4,3480.00%
186DOLLAR GEN CORP NEW COM25667710525$4,2760.00%
187CORTEVA INC COMCTVA70$3,9900.00%
188ALLIANT ENERGY CORP COMLNT73$3,8150.00%
189BP PLC SPONSORED ADRBPPFF108$3,8110.00%
190DOW INC COMDOW71$3,7980.00%
191HERSHEY CO COMHSY15$3,6590.00%
192FATHOM DIGITAL MFG CORP CL A COMFTHM8,676$3,5220.00%
193FORD MTR CO DEL COM345370860230$3,4800.00%
194ENVIRI CORP COMNVRI348$3,4350.00%
195AFLAC INC COMAFL49$3,3950.00%
196BAXTER INTL INC COM07181310973$3,3160.00%
197SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R200105$3,2120.00%
198PRINCIPAL FINANCIAL GROUP INC COMPFG40$3,0600.00%
199ELECTRONIC ARTS INC COMEA21$2,7630.00%
200BANK AMERICA CORP COM06050510495$2,7340.00%
201AMAZON COM INC COMAMZN20$2,6070.00%
202PROSHARES SHORT FINANCIALS74347B185170$2,1650.00%
203EXELON CORP COMEXC52$2,1180.00%
204VISA INC COM CL AV8$1,9260.00%
205GAMESTOP CORP NEW CL AGME-WT75$1,8190.00%
206SCHWAB US AGGREGATE BOND ETF80852483933$1,5080.00%
207CONSTELLATION ENERGY CORP COMCEG16$1,4870.00%
208SCHLUMBERGER LTD COM STKSLB30$1,4770.00%
209CARRIER GLOBAL CORPORATION COMCARR25$1,2290.00%
210BOOZ ALLEN HAMILTON HLDG CORP CL ABAH10$1,1630.00%
211OTIS WORLDWIDE CORP COMOTIS12$1,1050.00%
212PROSHARES SHORT REAL ESTATE74347G36654$1,0670.00%
213CAMECO CORP COMCCJ30$9400.00%
214CVS HEALTH CORP COMCVS11$7300.00%
215ETSY INC COMETSY7$5920.00%
216PROSHARES SHORT 7-10 YEAR TREASURY74348A60820$5740.00%
217CORSAIR GAMING INC COMCRSR21$3730.00%
218DRAFTKINGS INC NEW COM CL ADKNG12$3190.00%
219AKOUSTIS TECHNOLOGIES INC COM00973N102100$3180.00%
220SANGAMO THERAPEUTICS INC COMSGMO230$2990.00%
221VIATRIS INC COMVTRS26$2630.00%
222ADVISORSHARES PURE CANNABIS ETF00768Y495100$2570.00%
223BLACKROCK INTERMEDIATE MUNI INCOME BOND ETFBLK7$1700.00%
224ERICSSON ADR B SEK 1029482160830$1640.00%
225SUPER LEAGUE GAMING INC COM86804F202150$570.00%
226CANOPY GROWTH CORP COMCGC55$210.00%
227HUMANIGEN INC COM NEW444863203128$200.00%
228THERAPEUTICSMD INC COM NEWTXMD2$80.00%