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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 Q4 2024 · Filed February 14, 2025 · Accession 0001910205-25-000001

Total Value
$146.8M
Positions
229
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (229)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB US DIVIDEND EQUITY ETF808524797340,460$9.3M6.34%
2STERLING INFRASTRUCTURE INC COMSTRL46,000$7.7M5.28%
3ARISTA NETWORKS INC COM SHSANET65,710$7.3M4.95%
4APOLLO GLOBAL MGMT INC COM03769M10641,405$6.8M4.66%
5AUTOZONE INC COMAZO1,885$6.0M4.11%
6ELI LILLY & CO COMLLY7,525$5.8M3.96%
7ABBVIE INC COMABBV28,215$5.0M3.42%
8NELNET INC CL ANNI44,160$4.7M3.21%
9KKR & CO INC COMKKRT31,882$4.7M3.21%
10CHECK POINT SOFTWARE TECH LTD ORDM2246510419,224$3.6M2.45%
11VERISIGN INC COMVRSN16,457$3.4M2.32%
12UNIVERSAL TECHNICAL INST INC COMUTI130,144$3.3M2.28%
13BROOKFIELD CORP CL A LTD VT SH11271J10756,344$3.2M2.21%
14ABBOTT LABS COMABLZF26,901$3.0M2.07%
15WASTE MGMT INC DEL COM94106L10914,527$2.9M2.00%
16ENERGY SELECT SECTOR SPDR FUND81369Y50632,992$2.8M1.93%
17SS&C TECHNOLOGIES HLDGS INC COMSSNC33,941$2.6M1.75%
18ACUITY BRANDS INC COMAYI8,784$2.6M1.75%
19PROCTER AND GAMBLE CO COM74271810915,282$2.6M1.75%
20SITIO ROYALTIES CORP CLASS A COM82983N108128,060$2.5M1.67%
21OMNICOM GROUP INC COMOMC27,197$2.3M1.59%
22GLOBAL PMTS INC COM37940X10220,367$2.3M1.55%
23FRP HLDGS INC COMFRPH73,567$2.3M1.54%
24MASTERCARD INCORPORATED CL AMA4,125$2.2M1.48%
25TEXAS INSTRS INC COM88250810411,525$2.2M1.47%
26NATIONAL PRESTO INDS INC COM63721510421,282$2.1M1.43%
27BERRY GLOBAL GROUP INC COM08579W10330,110$1.9M1.33%
28PEPSICO INC COMPEP12,495$1.9M1.29%
29CONOCOPHILLIPS COMCOP18,362$1.8M1.24%
30KIMBERLY-CLARK CORP COMKMB13,471$1.8M1.20%
31P10 INC COM CL A69376K106136,022$1.7M1.17%
32VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40921,337$1.7M1.13%
33SCHWAB U.S. BROAD MARKET ETF80852410269,614$1.6M1.08%
34VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87018,696$1.5M1.02%
35STAG INDL INC COM85254J10243,334$1.5M1.00%
36LOCKHEED MARTIN CORP COMLMT3,015$1.5M1.00%
37LABCORP HOLDINGS INC COM SHSLH6,071$1.4M0.95%
38UNILEVER PLC SPON ADR NEWUNLYF24,274$1.4M0.94%
39JOHNSON & JOHNSON COMJNJ9,101$1.3M0.90%
40APPLE INC COMAAPL5,237$1.3M0.89%
41LKQ CORP COMLKQ35,085$1.3M0.88%
42DISNEY WALT CO COM25468710610,372$1.2M0.79%
433M CO COMMMM8,390$1.1M0.74%
44REVVITY INC COMRVTY9,702$1.1M0.74%
45OCCIDENTAL PETE CORP COM67459910518,478$913,0060.62%
46CATERPILLAR INC COMCAT2,320$841,4900.57%
47BROADRIDGE FINL SOLUTIONS INC COM11133T1033,537$799,7410.54%
48MEDTRONIC PLC SHSMDT9,712$775,7950.53%
49CVS HEALTH CORP COMCVS16,647$747,2940.51%
50PHILLIPS 66 COMPSX6,300$717,7860.49%
51ALPINE INCOME PPTY TR INC COM02083X10337,976$637,6180.43%
52MICROSOFT CORP COMMSFT1,231$519,0480.35%
53VANGUARD SMALL CAP VALUE ETF9229086112,306$456,9790.31%
54SKYWORKS SOLUTIONS INC COMSWKS4,321$383,1470.26%
55WARNER BROS DISCOVERY INC COM SER AWBD36,017$380,7000.26%
56LIFETIME BRANDS INC COMLCUT60,453$357,2780.24%
57NORTHWEST NAT HLDG CO COM66765N1058,688$343,6830.23%
58GARMIN LTD SHSGRMN1,496$308,6410.21%
59SIRIUSXM HOLDINGS INC COMMON STOCK82993310013,009$296,6020.20%
60ASTRAZENECA PLC SPONSORED ADRAZN4,454$291,8590.20%
61DEERE & CO COMDE688$291,5060.20%
62EASTMAN CHEM CO COMEMN3,010$274,9060.19%
63WELLS FARGO CO NEW COM9497461013,852$270,5730.18%
64NVIDIA CORPORATION COMNVDA1,890$253,8080.17%
65ANALOG DEVICES INC COMADI1,194$253,6250.17%
66AMERICAN ELEC PWR CO INC COM0255371012,740$252,7110.17%
67VANGUARD S&P 500 VALUE ETF9219327031,286$237,2480.16%
68JPMORGAN CHASE & CO. COMVYLD697$167,1140.11%
69BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A355$160,9140.11%
70BLACK STONE MINERALS L P COM UNITBSMLP10,457$152,6700.10%
71MAGNERA CORP COM SHSMAGN8,064$146,5230.10%
72GENUINE PARTS CO COMGPC1,190$138,8950.09%
73VANGUARD INTERMEDIATE-TERM BOND ETF9219378191,843$137,7070.09%
74WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT1,678$135,7720.09%
75KLA CORP COM NEWKLAC211$132,7790.09%
76ISHARES MSCI ACWI EX U.S. ETF4642882402,528$131,8360.09%
77CISCO SYS INC COMCSCO2,134$126,3610.09%
78VANGUARD SHORT-TERM BOND ETF9219378271,611$124,4730.08%
79ESQUIRE FINL HLDGS INC COM29667J1011,487$118,1910.08%
80EXXON MOBIL CORP COMXOM1,086$116,8440.08%
81SENECA FOODS CORP NEW CL ASENEM1,411$111,8360.08%
82TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803446$103,6640.07%
83MIND C T I LTD ORDM7024010251,610$101,9300.07%
84VANGUARD S&P 500 GROWTH ETF921932505278$101,8320.07%
85AIR PRODS & CHEMS INC COMAIIR341$98,9750.07%
86BURFORD CAP LTD ORD SHSBUR7,673$97,8310.07%
87RLI CORP COMRLI593$97,7440.07%
88BRITISH AMERN TOB PLC SPONSORED ADR1104481072,686$97,5400.07%
89DULUTH HLDGS INC COM CL BDLTH30,996$95,7780.07%
90VANGUARD LONG-TERM BOND ETF9219377931,399$95,7530.07%
91SITEONE LANDSCAPE SUPPLY INC COMSITE715$94,2160.06%
92NOVO-NORDISK A S ADRNONOF1,050$90,3210.06%
93GRAYSCALE BITCOIN MINI TRUST ETF3899302072,022$84,6610.06%
94VANGUARD VALUE ETF922908744496$83,9860.06%
95MERCK & CO INC COMMRK818$81,3720.06%
96VANGUARD SHORT-TERM TREASURY ETF92206C1021,392$80,9690.06%
97HUNTINGTON BANCSHARES INC COMHBANP4,951$80,5520.05%
98WISDOMTREE U.S. AI ENHANCED VALUE FUNDWT742$79,0410.05%
99SCHWAB U.S. SMALL-CAP ETF8085246073,023$78,1630.05%
100INVESCO S&P 500 HIGH BETA ETFIVZ876$77,6640.05%
101GENERAL DYNAMICS CORP COMGD295$77,6320.05%
102COCA COLA CO COMKO1,209$75,2970.05%
103GRAYSCALE BITCOIN TRUST ETFGBTC1,013$74,9820.05%
104HOME DEPOT INC COMHD183$71,1430.05%
105TESLA INC COMTSLA169$68,2490.05%
106ILLINOIS TOOL WKS INC COM452308109267$67,7010.05%
107UNITEDHEALTH GROUP INC COMUNH130$65,8800.04%
108HUBBELL INC COMHUBB146$61,2560.04%
109SONOCO PRODS CO COM8354951021,206$58,9250.04%
110PFIZER INC COMPFE2,196$58,2670.04%
111HONEYWELL INTL INC COM438516106236$53,4200.04%
112SILVERCREST ASSET MGMT GROUP I CL A8283591092,891$53,1710.04%
113INVESCO S&P 500 EQUAL WEIGHT ETFIVZ293$51,3790.04%
114AMGEN INC COMAMGN196$51,0740.03%
115S&P GLOBAL INC COMSPGI100$49,8930.03%
116BUNGE GLOBAL SA COM SHSBG593$46,0760.03%
117FORD MTR CO COM3453708604,602$45,5600.03%
118VANGUARD RUSSELL 1000 VALUE ETF92206C714560$45,5240.03%
119SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE501$43,2410.03%
120SCHWAB U.S. LARGE-CAP ETF8085242011,822$42,2440.03%
121JEWETT CAMERON TRADING LTD COM NEWJCTC9,066$42,0660.03%
122ALPHABET INC CAP STK CL CGOOG200$38,0270.03%
123VERIZON COMMUNICATIONS INC COMVZ918$36,7060.03%
124SCHWAB U.S. MID-CAP ETF8085245081,282$35,5330.02%
125PNC FINL SVCS GROUP INC COM693475105179$34,5020.02%
126SCHWAB INTERNATIONAL EQUITY ETF8085248051,840$34,0390.02%
127VANGUARD MID-CAP VALUE ETF922908512208$33,7200.02%
128NEXTERA ENERGY INC COMNEE-PW469$33,6520.02%
129EATON CORP PLC SHSETN101$33,5190.02%
130BP PLC SPONSORED ADRBPPFF1,132$33,4750.02%
131INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFIVZ1,138$33,3570.02%
132GENERAL MLS INC COM370334104521$33,2220.02%
133BRISTOL-MYERS SQUIBB CO COMCELG-RI538$30,4030.02%
134VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775523$30,0140.02%
135VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718258$29,5490.02%
136ORACLE CORP COMORCL-PD176$29,4000.02%
137VANGUARD SMALL-CAP GROWTH ETF92290859595$26,6430.02%
138UNITED PARCEL SERVICE INC CL BUPS203$25,5690.02%
139AFLAC INC COMAFL215$22,2450.02%
140VANGUARD FINANCIALS ETF92204A405186$21,9300.01%
141BLACKSTONE INC COMBX126$21,7390.01%
142WILLIAMS COS INC COM969457100400$21,6320.01%
143STARBUCKS CORP COMSBUX225$20,5190.01%
144AMAZON COM INC COMAMZN90$19,7450.01%
145EDISON INTL COM281020107218$17,4050.01%
146INTEGER HLDGS CORP COMITGR131$17,3600.01%
147AT&T INC COMT-PC742$16,8890.01%
148AUTOMATIC DATA PROCESSING INC COMADP54$15,7580.01%
149VANGUARD RUSSELL 1000 GROWTH ETF92206C680152$15,7000.01%
150INTERNATIONAL BUSINESS MACHS COMINTR69$15,0680.01%
151US BANCORP DEL COM NEWUSB-PS306$14,6490.01%
152HNI CORP COMHNI280$14,1290.01%
153GE AEROSPACE COM NEW36960430179$13,1140.01%
154KROGER CO COMKR209$12,7520.01%
155DIAGEO PLC SPON ADR NEWDGEAF99$12,6380.01%
156BROOKFIELD WEALTH SOL LTD CL A EXCHANGEABBNT217$12,4640.01%
157POSTAL REALTY TRUST INC CL APSTL950$12,3980.01%
158SANOFI SPONSORED ADRSNYNF255$12,2990.01%
159CHEVRON CORP NEW COMCVX82$11,9420.01%
160VANGUARD DIVIDEND APPRECIATION ETF92190884460$11,8150.01%
161ISHARES CORE MSCI EAFE ETF46432F842166$11,6330.01%
162EMERSON ELEC CO COMEMR91$11,3380.01%
163BLACKROCK INC COMBLK11$11,3370.01%
164PRICE T ROWE GROUP INC COMTROW95$10,7740.01%
165CROWN CASTLE INC COMCCI117$10,6600.01%
166THE CIGNA GROUP COM12552310037$10,1350.01%
167MID-AMER APT CMNTYS INC COM59522J10365$10,0470.01%
168CAMDEN PPTY TR SH BEN INT13313110285$9,8630.01%
169PLYMOUTH INDL REIT INC COM729640102550$9,7900.01%
170SOUTHERN CO COMSOMN117$9,6020.01%
171PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46796$9,5880.01%
172VANGUARD TOTAL STOCK MARKET ETF92290876933$9,4910.01%
173ALPHABET INC CAP STK CL AGOOG49$9,3090.01%
174RTX CORPORATION COMRTX77$8,9200.01%
175ZIMMER BIOMET HOLDINGS INC COMZBH82$8,6250.01%
176PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF72201R81789$8,5110.01%
177VANGUARD TOTAL BOND MARKET ETF921937835115$8,2700.01%
178PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF74347B508165$8,1050.01%
179ALBERTSONS COS INC COMMON STOCK013091103401$7,8760.01%
180INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETFIVZ108$7,8270.01%
181LOWES COS INC COM54866110730$7,3990.01%
182FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDFLEX196$7,1270.00%
183WESTERN ASSET MANAGED MUNS FD COM95766M105668$6,8100.00%
184PPL CORP COMPPLC202$6,5660.00%
185GE VERNOVA INC COMGEV19$6,2500.00%
186GAMESTOP CORP NEW CL AGME-WT177$5,5470.00%
187SCHWAB SHORT-TERM US TREASURY ETF808524862222$5,3310.00%
188HELMERICH & PAYNE INC COMHP154$4,9270.00%
189ALLIANT ENERGY CORP COMLNT77$4,5360.00%
190SPDR S&P AEROSPACE & DEFENSE ETF78464A63127$4,4770.00%
191CONAGRA BRANDS INC COMCAG157$4,3620.00%
192UGI CORP NEW COM902681105151$4,2560.00%
193SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888122$4,1840.00%
194CONSTELLATION ENERGY CORP COMCEG16$3,6780.00%
195GSK PLC SPONSORED ADRGLAXF107$3,6190.00%
196SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R200115$3,5220.00%
197LAMB WESTON HLDGS INC COMLW49$3,2540.00%
198ELECTRONIC ARTS INC COMEA21$3,1430.00%
199SCHWAB US AGGREGATE BOND ETF808524839128$2,9080.00%
200BCE INC COM NEWBCPPF125$2,8980.00%
201VIATRIS INC COMVTRS231$2,8730.00%
202ENVIRI CORP COMNVRI348$2,6800.00%
203HERSHEY CO COMHSY15$2,5850.00%
204DUPONT DE NEMOURS INC COMDD34$2,5710.00%
205VISA INC COM CL AV8$2,5630.00%
206CARNIVAL CORP PAIRED CTFCUKPF100$2,4920.00%
207ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715019$2,4440.00%
208NUVEEN MUN VALUE FD INC COMNU268$2,3020.00%
209DUKE ENERGY CORP NEW COM NEWDUKB21$2,2840.00%
210SCHWAB EMERGING MARKETS EQUITY ETF80852470684$2,2320.00%
211EXELON CORP COMEXC55$2,0760.00%
212GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC26$2,0350.00%
213INDIVIOR PLC ORDINDV160$1,9890.00%
214CORTEVA INC COMCTVA33$1,8790.00%
215CARRIER GLOBAL CORPORATION COMCARR25$1,7190.00%
216CAMECO CORP COMCCJ30$1,5420.00%
217DOW INC COMDOW37$1,4710.00%
218LIBERTY MEDIA CORP DEL COM LBTY LIV S CFWONB21$1,4290.00%
219STRIVE U.S. SEMICONDUCTOR ETF02072L67231$1,4230.00%
220BOOZ ALLEN HAMILTON HLDG CORP CL ABAH11$1,3750.00%
221ORGANON & CO COMMON STOCKOGN82$1,2290.00%
222SCHLUMBERGER LTD COM STKSLB31$1,1890.00%
223ENBRIDGE INC COMENNPF28$1,1880.00%
224OTIS WORLDWIDE CORP COMOTIS13$1,1770.00%
225TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 1029482160830$2420.00%
226KOSS CORP COMKOSS6$440.00%
227VODAFONE GROUP PLC NEW SPONSORED ADR92857W3081$80.00%
228SUPER LEAGUE ENTERPRISE INC COM86804F2027$40.00%
229THERAPEUTICSMD INC COM NEWTXMD2$20.00%