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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 2024 · Filed August 8, 2024 · Accession 0001910205-24-000003

Total Value
$130.8M
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1ARISTA NETWORKS INC COMANET26,357$9.2M7.06%
2ELI LILLY & CO COMLLY8,015$7.3M5.55%
3AUTOZONE INC COMAZO1,847$5.5M4.19%
4STERLING INFRASTRUCTURE INC COMSTRL44,842$5.3M4.06%
5APOLLO GLOBAL MGMT INC COM03769M10640,731$4.8M3.68%
6ABBVIE INC COMABBV27,510$4.7M3.61%
7NELNET INC CL ANNI46,427$4.7M3.58%
8ENSTAR GROUP LIMITED SHSG3075P10115,014$4.6M3.51%
9SITIO ROYALTIES CORP CLASS A COM82983N108182,741$4.3M3.30%
10KKR & CO INC COMKKRT32,749$3.4M2.63%
11CONOCOPHILLIPS COMCOP28,226$3.2M2.47%
12LKQ CORP COMLKQ75,847$3.2M2.41%
13CHECK POINT SOFTWARE TECH LTD ORDM2246510418,939$3.1M2.39%
14WASTE MGMT INC DEL COM94106L10914,548$3.1M2.37%
15ABBOTT LABS COMABLZF26,949$2.8M2.14%
16PEPSICO INC COMPEP15,067$2.5M1.90%
17PROCTER AND GAMBLE CO COM74271810914,932$2.5M1.88%
18OMNICOM GROUP INC COMOMC26,888$2.4M1.84%
19BROOKFIELD CORP CL A LTD VT SH11271J10757,348$2.4M1.82%
20TEXAS INSTRS INC COM88250810411,337$2.2M1.69%
21FRP HLDGS INC COMFRPH74,145$2.1M1.62%
22ACUITY BRANDS INC COMAYI8,729$2.1M1.61%
23SS&C TECHNOLOGIES HLDGS INC COMSSNC33,511$2.1M1.61%
24KIMBERLY-CLARK CORP COMKMB14,864$2.1M1.57%
25VERISIGN INC COMVRSN10,996$2.0M1.49%
26JOHNSON & JOHNSON COMJNJ12,759$1.9M1.43%
27MASTERCARD INCORPORATED CL AMA4,067$1.8M1.37%
28BERRY GLOBAL GROUP INC COM08579W10329,623$1.7M1.33%
29STAG INDL INC COM85254J10245,481$1.6M1.25%
30PHILLIPS 66 COMPSX10,705$1.5M1.16%
31SCHWAB U.S. BROAD MARKET ETF80852410223,929$1.5M1.15%
32LOCKHEED MARTIN CORP COMLMT3,118$1.5M1.11%
33UNILEVER PLC SPON ADR NEWUNLYF25,980$1.4M1.09%
34LABCORP HOLDINGS INC COM SHSLH6,006$1.2M0.93%
35REVVITY INC COMRVTY11,638$1.2M0.93%
36DISNEY WALT CO COM25468710611,985$1.2M0.91%
37P10 INC COM CL A69376K106135,437$1.1M0.88%
38LIFETIME BRANDS INC COMLCUT131,811$1.1M0.87%
39APPLE INC COMAAPL5,332$1.1M0.86%
40SKYWORKS SOLUTIONS INC COMSWKS10,057$1.1M0.82%
41MEDTRONIC PLC SHSMDT13,016$1.0M0.78%
423M CO COMMMM9,430$963,6200.74%
43SCHWAB US DIVIDEND EQUITY ETF80852479711,694$909,3050.70%
44OCCIDENTAL PETE CORP COM67459910513,781$868,6160.66%
45CATERPILLAR INC COMCAT2,402$800,1200.61%
46BROADRIDGE FINL SOLUTIONS INC COM11133T1034,011$790,0850.60%
47LIBERTY MEDIA CORP DEL COM LBTY SRM S CFWONB33,908$751,4010.57%
48ALPINE INCOME PPTY TR INC COM02083X10345,681$710,7890.54%
49MICROSOFT CORP COMMSFT1,231$550,1340.42%
50VANGUARD SHORT-TERM CORPORATE BOND ETF92206C4096,599$509,9450.39%
51NORTHWEST NAT HLDG CO COM66765N10512,012$433,7680.33%
52WARNER BROS DISCOVERY INC COM SER AWBD56,966$423,8270.32%
53EASTMAN CHEM CO COMEMN3,754$367,7990.28%
54ASTRAZENECA PLC SPONSORED ADRAZN4,448$346,8970.27%
55VANGUARD SMALL CAP VALUE ETF9229086111,865$340,3760.26%
56VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8704,241$338,9460.26%
57BRITISH AMERN TOB PLC SPONSORED ADR1104481079,610$297,2230.23%
58ANALOG DEVICES INC COMADI1,285$293,3710.22%
59AMERICAN ELEC PWR CO INC COM0255371013,334$292,5590.22%
60WELLS FARGO CO NEW COM9497461014,854$288,2620.22%
61DEERE & CO COMDE688$257,0570.20%
62GARMIN LTD SHSGRMN1,494$243,3560.19%
63VANGUARD S&P 500 VALUE ETF9219327031,206$211,9780.16%
64BLACK STONE MINERALS L P COM UNITBSMLP12,778$200,2390.15%
65WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT2,283$178,2130.14%
66KLA CORP COM NEWKLAC211$173,8340.13%
67GENUINE PARTS CO COMGPC1,188$164,2790.13%
68VANGUARD INTERMEDIATE-TERM BOND ETF9219378192,148$160,8620.12%
69NOVO-NORDISK A S ADRNONOF1,050$149,8770.11%
70BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A362$147,2620.11%
71JPMORGAN CHASE & CO. COMVYLD707$143,0710.11%
72TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803630$142,5210.11%
73VANGUARD SHORT-TERM BOND ETF9219378271,837$140,9010.11%
74FORTREA HLDGS INC COMMON STOCKFTRE5,853$136,6090.10%
75EXXON MOBIL CORP COMXOM1,068$122,9170.09%
76VANGUARD LONG-TERM BOND ETF9219377931,697$119,2920.09%
77BUNGE GLOBAL SA COM SHSBG1,022$109,1720.08%
78JEWETT CAMERON TRADING LTD COM NEWJCTC21,472$106,0720.08%
79BURFORD CAP LTD ORD SHSBUR8,088$105,5480.08%
80SCHWAB INTERNATIONAL EQUITY ETF8085248052,717$104,3800.08%
81MERCK & CO INC COMMRK818$101,2650.08%
82CISCO SYS INC COMCSCO2,127$101,0460.08%
83MIND C T I LTD ORDM7024010251,610$95,9950.07%
84SOLVENTUM CORP COM SHSSOLV1,795$94,9200.07%
85VANGUARD SHORT-TERM TREASURY ETF92206C1021,631$94,5690.07%
86VANGUARD S&P 500 GROWTH ETF921932505282$94,0330.07%
87AIR PRODS & CHEMS INC COMAIIR341$88,0580.07%
88SITEONE LANDSCAPE SUPPLY INC COMSITE715$86,8080.07%
89GENERAL DYNAMICS CORP COMGD298$86,3890.07%
90RLI CORP COMRLI597$83,9920.06%
91SENECA FOODS CORP NEW CL ASENEM1,411$80,9910.06%
92COCA COLA CO COMKO1,271$80,8700.06%
93SCHWAB U.S. SMALL-CAP ETF8085246071,631$77,3750.06%
94WISDOMTREE U.S. AI ENHANCED VALUE FUNDWT756$75,4240.06%
95HUNTINGTON BANCSHARES INC COMHBANP5,624$74,1190.06%
96INVESCO S&P 500 HIGH BETA ETFIVZ873$73,7670.06%
97ESQUIRE FINL HLDGS INC COM29667J1011,480$70,4530.05%
98SONOCO PRODS CO COM8354951021,384$70,1790.05%
99HUBBELL INC COMHUBB187$68,3480.05%
100ISHARES MSCI ACWI EX U.S. ETF4642882401,282$68,1020.05%
101UNITEDHEALTH GROUP INC COMUNH129$65,9380.05%
102HONEYWELL INTL INC COM438516106307$65,6380.05%
103ILLINOIS TOOL WKS INC COM452308109267$63,2680.05%
104HOME DEPOT INC COMHD181$62,4070.05%
105PFIZER INC COMPFE2,179$60,9690.05%
106AMGEN INC COMAMGN195$60,7940.05%
107GRAYSCALE BITCOIN TRUSTGBTC1,096$58,3510.04%
108FORD MTR CO DEL COM3453708604,602$57,7090.04%
109SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE502$51,8420.04%
110INVESCO S&P 500 EQUAL WEIGHT ETFIVZ293$48,1690.04%
111SCHWAB U.S. LARGE-CAP ETF808524201738$47,4040.04%
112NVIDIA CORPORATION COMNVDA375$46,3280.04%
113S&P GLOBAL INC COMSPGI100$44,5780.03%
114SILVERCREST ASSET MGMT GROUP I CL A8283591092,848$44,4040.03%
115SANOFI SPONSORED ADRSNYNF873$42,3580.03%
116BP PLC SPONSORED ADRBPPFF1,130$40,7860.03%
117VERIZON COMMUNICATIONS INC COMVZ890$36,6870.03%
118ALPHABET INC CAP STK CL CGOOG199$36,5420.03%
119TESLA INC COMTSLA182$36,0140.03%
120INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFIVZ1,135$34,0940.03%
121SCHWAB U.S. MID-CAP ETF808524508426$33,1740.03%
122NEXTERA ENERGY INC COMNEE-PW463$32,8100.03%
123GENERAL MLS INC COM370334104518$32,7900.03%
124EATON CORP PLC SHSETN103$32,2960.02%
125VANGUARD RUSSELL 1000 VALUE ETF92206C714402$30,8010.02%
126VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775502$29,4350.02%
127VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718246$28,9240.02%
128DIAGEO PLC SPON ADR NEWDGEAF218$27,5280.02%
129PNC FINL SVCS GROUP INC COM693475105176$27,3150.02%
130UNITED PARCEL SERVICE INC CL BUPS198$27,0560.02%
131UNIVERSAL TECHNICAL INST INC COMUTI1,589$24,9950.02%
132ORACLE CORP COMORCL-PD176$24,7830.02%
133VANGUARD MID-CAP VALUE ETF922908512164$24,7160.02%
134ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN01881G106650$21,9800.02%
135BRISTOL-MYERS SQUIBB CO COMCELG-RI528$21,9140.02%
136VANGUARD SMALL-CAP GROWTH ETF92290859587$21,7020.02%
137BCE INC COM NEWBCPPF599$19,3900.01%
138AFLAC INC COMAFL215$19,1660.01%
139VANGUARD FINANCIALS ETF92204A405186$18,5510.01%
140ISHARES CORE MSCI EAFE ETF46432F842241$17,4720.01%
141AMAZON COM INC COMAMZN90$17,3930.01%
142WILLIAMS COS INC COM969457100402$17,0930.01%
143EDISON INTL COM281020107218$15,6550.01%
144BLACKSTONE INC COMBX125$15,4310.01%
145INTEGER HLDGS CORP COMITGR131$15,1680.01%
146INFOSYS LTD SPONSORED ADRINFY800$14,8960.01%
147VANGUARD RUSSELL 1000 GROWTH ETF92206C680152$14,2360.01%
148POWER INTEGRATIONS INC COMPOWI200$14,0380.01%
149AUTOMATIC DATA PROCESSING INC COMADP54$12,8490.01%
150HNI CORP COMHNI283$12,7630.01%
151POSTAL REALTY TRUST INC CL APSTL950$12,6640.01%
152CHEVRON CORP NEW COMCVX81$12,6160.01%
153GE AEROSPACE COM NEW36960430179$12,4990.01%
154THE CIGNA GROUP COM12552310037$12,1330.01%
155SPDR S&P AEROSPACE & DEFENSE ETF78464A63185$11,8980.01%
156US BANCORP DEL COM NEWUSB-PS300$11,8960.01%
157INTERNATIONAL BUSINESS MACHS COMINTR69$11,8540.01%
158PLYMOUTH INDL REIT INC COM729640102550$11,7590.01%
159CROWN CASTLE INC COMCCI116$11,3600.01%
160GSK PLC SPONSORED ADRGLAXF293$11,2810.01%
161MANULIFE FINL CORP COM56501R106414$11,0210.01%
162VANGUARD DIVIDEND APPRECIATION ETF92190884460$10,8660.01%
163PRICE T ROWE GROUP INC COMTROW93$10,7490.01%
164KROGER CO COMKR206$10,2950.01%
165EMERSON ELEC CO COMEMR91$10,0780.01%
166PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF72201R817103$9,8080.01%
167ALPHABET INC CAP STK CL AGOOG52$9,4830.01%
168CAMDEN PPTY TR SH BEN INT13313110285$9,2740.01%
169MID-AMER APT CMNTYS INC COM59522J10365$9,2700.01%
170PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46796$9,2590.01%
171BROOKFIELD REINS LTD CL A-1 EXCH NONVG16250204217$9,0730.01%
172SOUTHERN CO COMSOMN115$8,9000.01%
173ZIMMER BIOMET HOLDINGS INC COMZBH82$8,8620.01%
174ENERGY SELECT SECTOR SPDR FUND81369Y50697$8,8490.01%
175VANGUARD TOTAL STOCK MARKET ETF92290876932$8,6750.01%
176BLACKROCK INC COMBLK11$8,6170.01%
177VANGUARD TOTAL BOND MARKET ETF921937835115$8,2860.01%
178ALBERTSONS COS INC COMMON STOCK013091103408$8,0580.01%
179RTX CORPORATION COMRTX76$7,6560.01%
180WESTERN ASSET MANAGED MUNS FD COM95766M105668$6,9110.01%
181PERIMETER SOLUTIONS SA COMMON STOCKPRM855$6,6950.01%
182SCHWAB SHORT-TERM US TREASURY ETF808524862138$6,6600.01%
183VANGUARD VALUE ETF92290874441$6,6050.01%
184INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETFIVZ107$6,5740.01%
185LOWES COS INC COM54866110730$6,5490.01%
186WIPRO LTD SPON ADR 1 SHWIT981$5,9840.00%
187PPL CORP COMPPLC202$5,5930.00%
188HELMERICH & PAYNE INC COMHP154$5,5610.00%
189STARBUCKS CORP COMSBUX63$4,9170.00%
190GAMESTOP CORP NEW CL AGME-WT186$4,5920.00%
191CONAGRA BRANDS INC COMCAG157$4,4670.00%
192SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888121$4,2970.00%
193NEOGEN CORP COMNEOG270$4,2200.00%
194LAMB WESTON HLDGS INC COMLW49$4,0940.00%
195ALLIANT ENERGY CORP COMLNT75$3,8410.00%
196UGI CORP NEW COM902681105151$3,4520.00%
197SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R200111$3,4240.00%
198DOLLAR GEN CORP NEW COM25667710526$3,3880.00%
199CONSTELLATION ENERGY CORP COMCEG16$3,2820.00%
200GE VERNOVA INC COMGEV19$3,2590.00%
201SUNOPTA INC COMSTKL575$3,1050.00%
202ENVIRI CORP COMNVRI348$3,0030.00%
203ELECTRONIC ARTS INC COMEA21$2,9850.00%
204AT&T INC COMT-PC150$2,8620.00%
205HERSHEY CO COMHSY15$2,7660.00%
206DUPONT DE NEMOURS INC COMDD34$2,7140.00%
207INDIVIOR PLC ORDINDV160$2,5790.00%
208VIATRIS INC COMVTRS230$2,4470.00%
209SCHWAB US AGGREGATE BOND ETF80852483952$2,3780.00%
210ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715019$2,2570.00%
211WEST BANCORPORATION INC CAP STKWTBA126$2,2510.00%
212SCHWAB EMERGING MARKETS EQUITY ETF80852470681$2,1620.00%
213VISA INC COM CL AV8$2,1280.00%
214DUKE ENERGY CORP NEW COM NEWDUKB21$2,1240.00%
215EMBECTA CORP COMMON STOCKEMBC170$2,1200.00%
216GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC26$2,0280.00%
217DOW INC COMDOW37$1,9440.00%
218EXELON CORP COMEXC54$1,8710.00%
219PRINCIPAL FINANCIAL GROUP INC COMPFG23$1,7880.00%
220CORTEVA INC COMCTVA33$1,7790.00%
221ORGANON & CO COMMON STOCKOGN82$1,7050.00%
222GRANITE CONSTR INC COMGVA27$1,6730.00%
223BOOZ ALLEN HAMILTON HLDG CORP CL ABAH11$1,6340.00%
224CARRIER GLOBAL CORPORATION COMCARR25$1,5800.00%
225CAMECO CORP COMCCJ30$1,4760.00%
226SCHLUMBERGER LTD COM STKSLB31$1,4460.00%
227HAIN CELESTIAL GROUP INC COMHAIN200$1,3820.00%
228OTIS WORLDWIDE CORP COMOTIS13$1,2130.00%
229HALEON PLC SPON ADSHLNCF134$1,1070.00%
230ENBRIDGE INC COMENNPF28$9970.00%
231LIBERTY MEDIA CORP DEL COM LBTY LIV S CFWONB21$8040.00%
232CVS HEALTH CORP COMCVS11$6480.00%
233STRIVE U.S. SEMICONDUCTOR ETF02072L6729$4550.00%
234PROSHARES SHORT FINANCIALS74347B18520$2090.00%
235PROSHARES SHORT REAL ESTATE74347G36610$1890.00%
236TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 1029482160830$1850.00%
237CITIGROUP INC COM NEWC-PR0$310.00%
238TRAVELERS COMPANIES INC COMTRV0$260.00%
239AKOUSTIS TECHNOLOGIES INC COM00973N102100$130.00%
240CHEMOURS CO COMCC0$90.00%
241VODAFONE GROUP PLC NEW SPONSORED ADR92857W3081$80.00%
242WABTEC COM9297401080$70.00%
243SUPER LEAGUE ENTERPRISE INC COM86804F2027$60.00%
244THERAPEUTICSMD INC COM NEWTXMD2$30.00%
245XEROX HOLDINGS CORP COM NEWXRXDW0$30.00%
246INTEL CORP COMINTC0$00.00%