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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 2024 · Filed May 14, 2024 · Accession 0001910205-24-000002

Total Value
$129.8M
Positions
244
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (244)

#IssuerTicker / CUSIPSharesValue% of Filing
1ARISTA NETWORKS INC COMANET26,355$7.6M5.89%
2ELI LILLY & CO COMLLY7,915$6.2M4.74%
3AUTOZONE INC COMAZO1,825$5.8M4.43%
4ABBVIE INC COMABBV27,175$4.9M3.81%
5STERLING INFRASTRUCTURE INC COMSTRL43,681$4.8M3.71%
6APOLLO GLOBAL MGMT INC COM03769M10641,695$4.7M3.61%
7ENSTAR GROUP LIMITED SHSG3075P10114,890$4.6M3.56%
8SITIO ROYALTIES CORP CLASS A COM82983N108177,977$4.4M3.39%
9NELNET INC CL ANNI45,859$4.3M3.34%
10LKQ CORP COMLKQ74,747$4.0M3.08%
11KKR & CO INC COMKKRT34,905$3.5M2.70%
12CONOCOPHILLIPS COMCOP24,914$3.2M2.44%
13CHECK POINT SOFTWARE TECH LTD ORDM2246510418,795$3.1M2.37%
14WASTE MGMT INC DEL COM94106L10914,450$3.1M2.37%
15ABBOTT LABS COMABLZF26,757$3.0M2.34%
16PEPSICO INC COMPEP14,820$2.6M2.00%
17OMNICOM GROUP INC COMOMC26,363$2.6M1.96%
18BROOKFIELD CORP CL A LTD VT SH11271J10757,461$2.4M1.85%
19PROCTER AND GAMBLE CO COM74271810914,783$2.4M1.85%
20ACUITY BRANDS INC COMAYI8,594$2.3M1.78%
21FRP HLDGS INC COMFRPH36,701$2.3M1.74%
22SS&C TECHNOLOGIES HLDGS INC COMSSNC33,005$2.1M1.64%
23JOHNSON & JOHNSON COMJNJ12,598$2.0M1.54%
24TEXAS INSTRS INC COM88250810411,213$2.0M1.50%
25MASTERCARD INCORPORATED CL AMA4,024$1.9M1.49%
26VERISIGN INC COMVRSN10,200$1.9M1.49%
27KIMBERLY-CLARK CORP COMKMB14,669$1.9M1.46%
28BERRY GLOBAL GROUP INC COM08579W10329,336$1.8M1.37%
29PHILLIPS 66 COMPSX10,846$1.8M1.36%
30STAG INDL INC COM85254J10244,570$1.7M1.32%
31SCHWAB U.S. BROAD MARKET ETF80852410224,069$1.5M1.13%
32DISNEY WALT CO COM25468710611,862$1.5M1.12%
33LOCKHEED MARTIN CORP COMLMT3,140$1.4M1.10%
34LIFETIME BRANDS INC COMLCUT130,878$1.4M1.06%
35LABORATORY CORP AMER HLDGS COM NEW50540R4096,020$1.3M1.01%
36UNILEVER PLC SPON ADR NEWUNLYF25,430$1.3M0.98%
37REVVITY INC COMRVTY11,597$1.2M0.94%
38P10 INC COM CL A69376K106135,837$1.1M0.88%
39LIBERTY MEDIA CORP DEL COM LBTY SRM S CFWONB38,211$1.1M0.87%
40MEDTRONIC PLC SHSMDT12,941$1.1M0.87%
41SKYWORKS SOLUTIONS INC COMSWKS9,878$1.1M0.82%
42APPLE INC COMAAPL5,356$918,4620.71%
43SCHWAB US DIVIDEND EQUITY ETF80852479711,182$901,6140.69%
44BROADRIDGE FINL SOLUTIONS INC COM11133T1034,074$834,6450.64%
45HANESBRANDS INC COM410345102143,814$834,1220.64%
463M CO COMMMM7,712$818,0550.63%
47CATERPILLAR INC COMCAT2,158$790,6030.61%
48ALPINE INCOME PPTY TR INC COM02083X10343,799$669,2500.52%
49MICROSOFT CORP COMMSFT1,230$517,5380.40%
50WARNER BROS DISCOVERY INC COM SER AWBD56,480$493,0700.38%
51NORTHWEST NAT HLDG CO COM66765N10511,565$430,4470.33%
52EASTMAN CHEM CO COMEMN3,931$393,9390.30%
53LIBERTY MEDIA CORP DEL COM LBTY LIV S CFWONB7,653$335,3540.26%
54BRITISH AMERN TOB PLC SPONSORED ADR11044810710,449$318,7070.25%
55ASTRAZENECA PLC SPONSORED ADRAZN4,473$303,0430.23%
56WELLS FARGO CO NEW COM9497461015,224$302,8120.23%
57AMERICAN ELEC PWR CO INC COM0255371013,423$294,7510.23%
58ANALOG DEVICES INC COMADI1,430$282,8530.22%
59VANGUARD SMALL CAP VALUE ETF9229086111,360$260,9310.20%
60FORTREA HLDGS INC COMMON STOCKFTRE5,935$238,2310.18%
61GARMIN LTD SHSGRMN1,493$222,2130.17%
62BLACK STONE MINERALS L P COM UNITBSMLP12,568$200,8360.15%
63DEERE & CO COMDE488$200,4410.15%
64WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT2,432$185,2610.14%
65GENUINE PARTS CO COMGPC1,186$183,8070.14%
66VANGUARD SHORT-TERM CORPORATE BOND ETF92206C4092,337$180,6730.14%
67JEWETT CAMERON TRADING LTD COM NEWJCTC32,442$172,5910.13%
68VANGUARD S&P 500 VALUE ETF921932703951$171,6780.13%
69VANGUARD INTERMEDIATE-TERM BOND ETF9219378192,139$161,2820.12%
70BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A362$152,2280.12%
71KLA CORP COM NEWKLAC213$149,1100.11%
72JPMORGAN CHASE & CO COMVYLD725$145,2560.11%
73CISCO SYS INC COMCSCO2,805$140,0170.11%
74SCHWAB INTERNATIONAL EQUITY ETF8085248053,500$136,5780.11%
75NOVO-NORDISK A S ADRNONOF1,050$134,8200.10%
76VANGUARD SHORT-TERM BOND ETF9219378271,736$133,0820.10%
77TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803629$131,0960.10%
78BURFORD CAP LTD ORD SHSBUR8,082$129,0700.10%
79SITEONE LANDSCAPE SUPPLY INC COMSITE715$124,8030.10%
80HUBBELL INC COMHUBB298$123,5700.10%
81EXXON MOBIL CORP COMXOM1,059$123,0850.09%
82VANGUARD LONG-TERM BOND ETF9219377931,698$122,8440.09%
83BUNGE GLOBAL SA COM SHSBG1,057$108,4140.08%
84MERCK & CO INC COMMRK818$107,9320.08%
85VANGUARD SHORT-TERM TREASURY ETF92206C1021,785$103,6400.08%
86HONEYWELL INTL INC COM438516106489$100,4140.08%
87MIND C T I LTD ORDM7024010251,610$97,9140.08%
88RLI CORP COMRLI597$88,6370.07%
89SCHWAB U.S. SMALL-CAP ETF8085246071,797$88,4730.07%
90GENERAL DYNAMICS CORP COMGD297$83,9900.06%
91AIR PRODS & CHEMS INC COMAIIR341$82,6740.06%
92HUNTINGTON BANCSHARES INC COMHBANP5,825$81,2630.06%
93SENECA FOODS CORP NEW CL ASENEM1,411$80,2860.06%
94SONOCO PRODS CO COM8354951021,380$79,8360.06%
95COCA COLA CO COMKO1,266$77,4550.06%
96WISDOMTREE U.S. AI ENHANCED VALUE FUNDWT756$76,9770.06%
97INVESCO S&P 500 HIGH BETA ETFIVZ872$76,4810.06%
98ILLINOIS TOOL WKS INC COM452308109267$71,6440.06%
99ISHARES MSCI ACWI EX U.S. ETF4642882401,319$70,4280.05%
100ESQUIRE FINL HLDGS INC COM29667J1011,475$70,0310.05%
101GRAYSCALE BITCOIN TRUSTGBTC1,096$69,2340.05%
102HOME DEPOT INC COMHD180$69,1960.05%
103SCHWAB U.S. LARGE-CAP ETF8085242011,033$64,0940.05%
104UNITEDHEALTH GROUP INC COMUNH129$63,8520.05%
105FORD MTR CO DEL COM3453708604,602$61,1150.05%
106PFIZER INC COMPFE2,171$60,2380.05%
107AMGEN INC COMAMGN194$55,1310.04%
108VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870623$50,1580.04%
109INVESCO S&P 500 EQUAL WEIGHT ETFIVZ293$49,6610.04%
110SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE516$48,0140.04%
111SILVERCREST ASSET MGMT GROUP I CL A8283591092,813$44,4720.03%
112BP PLC SPONSORED ADRBPPFF1,129$42,5450.03%
113S&P GLOBAL INC COMSPGI100$42,4670.03%
114SANOFI SPONSORED ADRSNYNF873$42,4280.03%
115SCHWAB U.S. MID-CAP ETF808524508510$41,5410.03%
116EATON CORP PLC SHSETN118$36,8960.03%
117VERIZON COMMUNICATIONS INC COMVZ875$36,7280.03%
118GENERAL MLS INC COM370334104516$36,1160.03%
119INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFIVZ1,133$36,0320.03%
120DIAGEO PLC SPON ADR NEWDGEAF218$32,3750.02%
121TESLA INC COMTSLA182$31,9940.02%
122VANGUARD RUSSELL 1000 VALUE ETF92206C714402$31,6340.02%
123ALPHABET INC CAP STK CL CGOOG199$30,3000.02%
124NEXTERA ENERGY INC COMNEE-PW460$29,4060.02%
125VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775501$29,3850.02%
126UNITED PARCEL SERVICE INC CL BUPS195$29,0340.02%
127VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718246$28,7120.02%
128BRISTOL-MYERS SQUIBB CO COMCELG-RI522$28,3110.02%
129PNC FINL SVCS GROUP INC COM693475105174$28,1130.02%
130VANGUARD MID-CAP VALUE ETF922908512164$25,6160.02%
131UNIVERSAL TECHNICAL INST INC COMUTI1,589$25,3290.02%
132VANGUARD SMALL-CAP GROWTH ETF92290859587$22,6210.02%
133ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN01881G106641$22,2800.02%
134ORACLE CORP COMORCL-PD175$21,9710.02%
135BCE INC COM NEWBCPPF599$20,3540.02%
136VANGUARD FINANCIALS ETF92204A405186$19,0170.01%
137AFLAC INC COMAFL214$18,4010.01%
138ISHARES CORE MSCI EAFE ETF46432F842236$17,5320.01%
139WILLIAMS COS INC COM969457100441$17,1760.01%
140HNI CORP COMHNI378$17,0400.01%
141BLACKSTONE INC COMBX126$16,5250.01%
142AMAZON COM INC COMAMZN90$16,2340.01%
143EDISON INTL COM281020107226$15,9850.01%
144INTEGER HLDGS CORP COMITGR131$15,2850.01%
145GE AEROSPACE COM NEW36960430179$13,8010.01%
146POSTAL REALTY TRUST INC CL APSTL950$13,6040.01%
147AUTOMATIC DATA PROCESSING INC COMADP54$13,4440.01%
148THE CIGNA GROUP COM12552310037$13,3300.01%
149US BANCORP DEL COM NEWUSB-PS296$13,2380.01%
150VANGUARD RUSSELL 1000 GROWTH ETF92206C680152$13,1530.01%
151INTERNATIONAL BUSINESS MACHS COMINTR69$13,0890.01%
152CHEVRON CORP NEW COMCVX80$12,5930.01%
153GSK PLC SPONSORED ADRGLAXF293$12,5610.01%
154PLYMOUTH INDL REIT INC COM729640102550$12,3750.01%
155CROWN CASTLE INC COMCCI116$12,2410.01%
156SPDR S&P AEROSPACE & DEFENSE ETF78464A63185$11,9430.01%
157KROGER CO COMKR205$11,7140.01%
158PRICE T ROWE GROUP INC COMTROW92$11,2460.01%
159PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF72201R817116$11,1250.01%
160VANGUARD DIVIDEND APPRECIATION ETF92190884460$10,8690.01%
161ZIMMER BIOMET HOLDINGS INC COMZBH82$10,7760.01%
162EMERSON ELEC CO COMEMR91$10,3760.01%
163MANULIFE FINL CORP COM56501R106414$10,3460.01%
164PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46796$9,7670.01%
165HELMERICH & PAYNE INC COMHP226$9,5250.01%
166ENERGY SELECT SECTOR SPDR FUND81369Y50697$9,1650.01%
167BLACKROCK INC COMBLK11$9,0670.01%
168BROOKFIELD REINS LTD CL A-1 EXCH NONVG16250204217$9,0190.01%
169ALBERTSONS COS INC COMMON STOCK013091103408$8,7480.01%
170MID-AMER APT CMNTYS INC COM59522J10365$8,5530.01%
171VANGUARD TOTAL STOCK MARKET ETF92290876932$8,4280.01%
172CAMDEN PPTY TR SH BEN INT13313110285$8,3640.01%
173VANGUARD TOTAL BOND MARKET ETF921937835115$8,3520.01%
174SOUTHERN CO COMSOMN114$8,1570.01%
175WESTROCK CO COMWEST164$8,0960.01%
176ALPHABET INC CAP STK CL AGOOG52$7,8480.01%
177LOWES COS INC COM54866110730$7,5310.01%
178RTX CORPORATION COMRTX76$7,3940.01%
179WESTERN ASSET MANAGED MUNS FD COM95766M105668$6,9770.01%
180INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETFIVZ107$6,8580.01%
181SCHWAB SHORT-TERM US TREASURY ETF808524862142$6,8400.01%
182VANGUARD VALUE ETF92290874441$6,7060.01%
183PERIMETER SOLUTIONS SA COMMON STOCKPRM855$6,3440.00%
184STARBUCKS CORP COMSBUX63$5,7320.00%
185PPL CORP COMPPLC202$5,5690.00%
186LAMB WESTON HLDGS INC COMLW49$5,1880.00%
187CONAGRA BRANDS INC COMCAG157$4,6590.00%
188SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888121$4,3230.00%
189NEOGEN CORP COMNEOG270$4,2610.00%
190DOLLAR GEN CORP NEW COM25667710526$3,9820.00%
191ALLIANT ENERGY CORP COMLNT75$3,7680.00%
192UGI CORP NEW COM902681105151$3,6990.00%
193INDIVIOR PLC ORDINDV160$3,4270.00%
194SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R200109$3,3710.00%
195ENVIRI CORP COMNVRI348$3,1840.00%
196CONSTELLATION ENERGY CORP COMCEG16$3,0240.00%
197AT&T INC COMT-PC169$2,9810.00%
198HERSHEY CO COMHSY15$2,9050.00%
199ELECTRONIC ARTS INC COMEA21$2,8390.00%
200VIATRIS INC COMVTRS230$2,7450.00%
201EMBECTA CORP COMMON STOCKEMBC195$2,5870.00%
202DUPONT DE NEMOURS INC COMDD34$2,5850.00%
203GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC26$2,3670.00%
204VISA INC COM CL AV8$2,2630.00%
205WEST BANCORPORATION INC CAP STKWTBA124$2,2120.00%
206DOW INC COMDOW37$2,1230.00%
207SCHWAB EMERGING MARKETS EQUITY ETF80852470683$2,1060.00%
208SCHWAB US AGGREGATE BOND ETF80852483946$2,1020.00%
209DUKE ENERGY CORP NEW COM NEWDUKB21$2,0500.00%
210EXELON CORP COMEXC53$2,0100.00%
211PRINCIPAL FINANCIAL GROUP INC COMPFG23$1,9500.00%
212CORTEVA INC COMCTVA33$1,9020.00%
213ACCENTURE PLC IRELAND SHS CLASS AACN5$1,7330.00%
214SCHLUMBERGER LTD COM STKSLB30$1,6710.00%
215BOOZ ALLEN HAMILTON HLDG CORP CL ABAH11$1,5710.00%
216ORGANON & CO COMMON STOCKOGN82$1,5490.00%
217CARRIER GLOBAL CORPORATION COMCARR25$1,4520.00%
218CAMECO CORP COMCCJ30$1,3000.00%
219OTIS WORLDWIDE CORP COMOTIS13$1,2460.00%
220HALEON PLC SPON ADSHLNCF134$1,1380.00%
221ENBRIDGE INC COMENNPF28$1,0130.00%
222FATHOM DIGITAL MFG CORP CL AFTHM216$9960.00%
223CVS HEALTH CORP COMCVS11$8640.00%
224PROSHARES SHORT 7-10 YEAR TREASURY74348A60820$5850.00%
225VODAFONE GROUP PLC NEW SPONSORED ADR92857W30859$5240.00%
226XEROX HOLDINGS CORP COM NEWXRXDW29$5230.00%
227PROSHARES SHORT REAL ESTATE74347G36628$5170.00%
228PROSHARES SHORT FINANCIALS74347B18550$5090.00%
229TRAVELERS COMPANIES INC COMTRV2$4890.00%
230WABTEC COM9297401083$4440.00%
231CHEMOURS CO COMCC16$4300.00%
232TERADATA CORP DEL COMTDC10$3870.00%
233CITIGROUP INC COM NEWC-PR5$3470.00%
234KYNDRYL HLDGS INC COMMON STOCKKD12$2610.00%
235TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 1029482160830$1650.00%
236ZIMVIE INC COM98888T1078$1320.00%
237NCR VOYIX CORPORATION COMNCRRP10$1260.00%
238NCR ATLEOS CORPORATION COM SHSNATL5$990.00%
239CONDUENT INC COMCNDT20$680.00%
240GAMESTOP CORP NEW CL AGME-WT5$630.00%
241AKOUSTIS TECHNOLOGIES INC COM00973N102100$590.00%
242INTEL CORP COMINTC0$180.00%
243SUPER LEAGUE ENTERPRISE INC COM86804F2027$150.00%
244THERAPEUTICSMD INC COM NEWTXMD2$50.00%