Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 2025 · Filed May 6, 2025 · Accession 0001910205-25-000002

Total Value
$149.8M
Positions
229
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (229)

#IssuerTicker / CUSIPSharesValue% of Filing
1AUTOZONE INC COMAZO1,951$7.4M4.97%
2ELI LILLY & CO COMLLY7,564$6.2M4.17%
3ABBVIE INC COMABBV29,188$6.1M4.08%
4APOLLO GLOBAL MGMT INC COM03769M10643,328$5.9M3.96%
5STERLING INFRASTRUCTURE INC COMSTRL50,050$5.7M3.78%
6ARISTA NETWORKS INC COM SHSANET68,126$5.3M3.52%
7NELNET INC CL ANNI46,343$5.1M3.43%
8VERISIGN INC COMVRSN19,732$5.0M3.34%
9CHECK POINT SOFTWARE TECH LTD ORDM2246510419,904$4.5M3.03%
10SITIO ROYALTIES CORP CLASS A COM82983N108203,821$4.0M2.70%
11ABBOTT LABS COMABLZF27,786$3.7M2.46%
12KKR & CO INC COMKKRT31,498$3.6M2.43%
13UNIVERSAL TECHNICAL INST INC COMUTI136,948$3.5M2.35%
14WASTE MGMT INC DEL COM94106L10915,022$3.5M2.32%
15LKQ CORP COMLKQ79,518$3.4M2.26%
16CONOCOPHILLIPS COMCOP30,269$3.2M2.12%
17FRP HLDGS INC COMFRPH109,927$3.1M2.10%
18BROOKFIELD CORP CL A LTD VT SH11271J10758,573$3.1M2.05%
19SS&C TECHNOLOGIES HLDGS INC COMSSNC35,616$3.0M1.99%
20NATIONAL PRESTO INDS INC COM63721510431,667$2.8M1.86%
21PROCTER AND GAMBLE CO COM74271810915,958$2.7M1.82%
22OCCIDENTAL PETE CORP COM67459910553,203$2.6M1.75%
23ACUITY INC COMAYI9,357$2.5M1.65%
24OMNICOM GROUP INC COMOMC29,657$2.5M1.64%
25VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40930,588$2.4M1.61%
26PEPSICO INC COMPEP15,814$2.4M1.58%
27MASTERCARD INCORPORATED CL AMA4,282$2.3M1.57%
28KIMBERLY-CLARK CORP COMKMB16,064$2.3M1.53%
29JOHNSON & JOHNSON COMJNJ13,492$2.2M1.49%
30VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87027,285$2.2M1.49%
31BERRY GLOBAL GROUP INC COM08579W10331,213$2.2M1.45%
32GLOBAL PMTS INC COM37940X10222,018$2.2M1.44%
33TEXAS INSTRS INC COM88250810411,895$2.1M1.43%
34STAG INDL INC COM85254J10249,101$1.8M1.18%
35UNILEVER PLC SPON ADR NEWUNLYF28,744$1.7M1.14%
36P10 INC COM CL A69376K106144,202$1.7M1.13%
373M CO COMMMM10,083$1.5M0.99%
38LABCORP HOLDINGS INC COM SHSLH6,242$1.5M0.97%
39SCHWAB US DIVIDEND EQUITY ETF80852479751,453$1.4M0.96%
40LOCKHEED MARTIN CORP COMLMT2,984$1.3M0.89%
41SCHWAB U.S. BROAD MARKET ETF80852410261,567$1.3M0.88%
42DISNEY WALT CO COM25468710612,645$1.2M0.83%
43REVVITY INC COMRVTY11,375$1.2M0.80%
44NICE LTD SPONSORED ADRNCSYF7,793$1.2M0.80%
45APPLE INC COMAAPL5,154$1.1M0.76%
46ALPINE INCOME PPTY TR INC COM02083X10357,905$968,1730.65%
47BROADRIDGE FINL SOLUTIONS INC COM11133T1033,417$828,5440.55%
48CATERPILLAR INC COMCAT2,316$764,0230.51%
49SIRIUSXM HOLDINGS INC COMMON STOCK82993310032,319$728,6510.49%
50PHILLIPS 66 COMPSX5,513$680,7570.45%
51NORTHWEST NAT HLDG CO COM66765N10515,014$641,4180.43%
52WARNER BROS DISCOVERY INC COM SER AWBD57,729$619,4320.41%
53MICROSOFT CORP COMMSFT1,232$462,6220.31%
54VANGUARD SMALL CAP VALUE ETF9229086112,454$457,2410.31%
55GARMIN LTD SHSGRMN1,497$325,0690.22%
56ASTRAZENECA PLC SPONSORED ADRAZN3,960$291,0870.19%
57WELLS FARGO CO NEW COM9497461013,858$276,9820.18%
58VANGUARD S&P 500 VALUE ETF9219327031,241$228,7050.15%
59AMERICAN ELEC PWR CO INC COM0255371012,032$222,1030.15%
60DEERE & CO COMDE454$213,0850.14%
61NVIDIA CORPORATION COMNVDA1,948$211,1240.14%
62EASTMAN CHEM CO COMEMN2,118$186,6640.12%
63BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A345$183,7400.12%
64BLACK STONE MINERALS L P COM UNITBSMLP12,010$183,4010.12%
65JPMORGAN CHASE & CO. COMVYLD668$163,9060.11%
66ANALOG DEVICES INC COMADI773$155,9980.10%
67MAGNERA CORP COM SHSMAGN8,476$153,9240.10%
68GENUINE PARTS CO COMGPC1,191$141,9310.09%
69VANGUARD INTERMEDIATE-TERM BOND ETF9219378191,851$141,7980.09%
70KLA CORP COM NEWKLAC196$133,3840.09%
71EXXON MOBIL CORP COMXOM1,095$130,3290.09%
72VANGUARD SHORT-TERM BOND ETF9219378271,608$125,8950.08%
73WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT1,576$125,8610.08%
74SENECA FOODS CORP NEW CL ASENEM1,411$125,6350.08%
75CISCO SYS INC COMCSCO1,942$119,8830.08%
76BRITISH AMERN TOB PLC SPONSORED ADR1104481072,732$113,0580.08%
77ESQUIRE FINL HLDGS INC COM29667J1011,490$112,3170.07%
78VANGUARD LONG-TERM BOND ETF9219377931,489$104,9190.07%
79BURFORD CAP LTD ORD SHSBUR7,673$101,3600.07%
80AIR PRODS & CHEMS INC COMAIIR341$100,6400.07%
81RLI CORP COMRLI1,186$95,2710.06%
82VANGUARD S&P 500 GROWTH ETF921932505278$93,1950.06%
83TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803446$92,0970.06%
84MIND C T I LTD ORDM7024010251,610$91,8660.06%
85SITEONE LANDSCAPE SUPPLY INC COMSITE715$86,8300.06%
86COCA COLA CO COMKO1,209$86,6170.06%
87GENERAL DYNAMICS CORP COMGD295$80,4480.05%
88ISHARES MSCI ACWI EX U.S. ETF4642882401,355$75,1650.05%
89GRAYSCALE BITCOIN MINI TRUST ETF3899302072,022$73,7830.05%
90MERCK & CO INC COMMRK817$73,4210.05%
91VANGUARD SHORT-TERM TREASURY ETF92206C1021,250$73,3670.05%
92SCHWAB U.S. SMALL-CAP ETF8085246073,024$70,8740.05%
93UNITEDHEALTH GROUP INC COMUNH130$68,4180.05%
94INVESCO S&P 500 HIGH BETA ETFIVZ872$68,3000.05%
95ILLINOIS TOOL WKS INC COM452308109267$66,2190.04%
96GRAYSCALE BITCOIN TRUST ETFGBTC1,013$66,0170.04%
97HOME DEPOT INC COMHD157$57,6110.04%
98SONOCO PRODS CO COM8354951021,210$57,1830.04%
99PFIZER INC COMPFE2,205$55,8850.04%
100HUNTINGTON BANCSHARES INC COMHBANP3,703$55,5840.04%
101NOVO-NORDISK A S ADRNONOF800$55,5520.04%
102WISDOMTREE U.S. AI ENHANCED VALUE FUNDWT495$54,4200.04%
103DULUTH HLDGS INC COM CL BDLTH30,996$53,9330.04%
104S&P GLOBAL INC COMSPGI100$50,9680.03%
105INVESCO S&P 500 EQUAL WEIGHT ETFIVZ293$50,7930.03%
106HUBBELL INC COMHUBB146$48,5470.03%
107SILVERCREST ASSET MGMT GROUP I CL A8283591092,949$48,2530.03%
108VANGUARD RUSSELL 1000 VALUE ETF92206C714560$46,2470.03%
109BUNGE GLOBAL SA COM SHSBG578$44,2120.03%
110TESLA INC COMTSLA170$44,0570.03%
111HONEYWELL INTL INC COM438516106205$43,4180.03%
112VERIZON COMMUNICATIONS INC COMVZ933$42,3210.03%
113JEWETT CAMERON TRADING LTD COM NEWJCTC9,066$41,6130.03%
114SCHWAB U.S. LARGE-CAP ETF8085242011,824$40,2830.03%
115BP PLC SPONSORED ADRBPPFF1,133$38,2960.03%
116INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFIVZ1,140$33,9180.02%
117VANGUARD MID-CAP VALUE ETF922908512209$33,6850.02%
118SCHWAB U.S. MID-CAP ETF8085245081,283$33,6340.02%
119NEXTERA ENERGY INC COMNEE-PW473$33,5380.02%
120BRISTOL-MYERS SQUIBB CO COMCELG-RI541$33,0560.02%
121VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775544$33,0170.02%
122PNC FINL SVCS GROUP INC COM693475105180$31,7000.02%
123GENERAL MLS INC COM370334104523$31,3070.02%
124ALPHABET INC CAP STK CL CGOOG199$31,2330.02%
125VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718270$31,2250.02%
126SCHWAB INTERNATIONAL EQUITY ETF8085248051,466$29,0080.02%
127ALPHABET INC CAP STK CL AGOOG168$26,0160.02%
128ORACLE CORP COMORCL-PD176$24,7200.02%
129VANGUARD SMALL-CAP GROWTH ETF92290859595$23,9900.02%
130AFLAC INC COMAFL215$23,9410.02%
131UNITED PARCEL SERVICE INC CL BUPS205$22,6100.02%
132VANGUARD FINANCIALS ETF92204A405185$22,1900.01%
133STARBUCKS CORP COMSBUX226$22,1740.01%
134AT&T INC COMT-PC743$21,0250.01%
135ENERGY SELECT SECTOR SPDR FUND81369Y506208$19,4380.01%
136BLACKSTONE INC COMBX127$17,7760.01%
137AMGEN INC COMAMGN56$17,5480.01%
138AMAZON COM INC COMAMZN90$17,1230.01%
139INTERNATIONAL BUSINESS MACHS COMINTR68$17,0440.01%
140AUTOMATIC DATA PROCESSING INC COMADP53$16,4470.01%
141GE AEROSPACE COM NEW36960430178$15,7370.01%
142INTEGER HLDGS CORP COMITGR131$15,4590.01%
143KROGER CO COMKR209$14,1860.01%
144SANOFI SPONSORED ADRSNYNF255$14,1420.01%
145VANGUARD RUSSELL 1000 GROWTH ETF92206C680151$14,1020.01%
146CHEVRON CORP NEW COMCVX83$13,9410.01%
147US BANCORP DEL COM NEWUSB-PS309$13,0580.01%
148ISHARES CORE MSCI EAFE ETF46432F842165$12,5220.01%
149HNI CORP COMHNI280$12,4400.01%
150VANGUARD VALUE ETF92290874471$12,3510.01%
151THE CIGNA GROUP COM12552310036$12,0750.01%
152PERIMETER SOLUTIONS INC COMMON STOCKPRM1,187$11,9530.01%
153VANGUARD DIVIDEND APPRECIATION ETF92190884460$11,7610.01%
154BROOKFIELD WEALTH SOL LTD CL A EXCHANGEABBNT217$11,3230.01%
155POSTAL REALTY TRUST INC CL APSTL790$11,2810.01%
156SOUTHERN CO COMSOMN117$10,8130.01%
157SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE126$10,7040.01%
158SIGNET JEWELERS LIMITED SHSSIG184$10,6830.01%
159WILLIAMS COS INC COM969457100177$10,5790.01%
160DIAGEO PLC SPON ADR NEWDGEAF99$10,4170.01%
161EMERSON ELEC CO COMEMR91$10,0310.01%
162PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46796$9,8410.01%
163ZIMMER BIOMET HOLDINGS INC COMZBH81$9,2410.01%
164MID-AMER APT CMNTYS INC COM59522J10354$9,0490.01%
165VANGUARD TOTAL STOCK MARKET ETF92290876932$9,0340.01%
166PRICE T ROWE GROUP INC COMTROW96$8,8710.01%
167ALBERTSONS COS INC COMMON STOCK013091103400$8,7960.01%
168PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF74347B508165$8,6880.01%
169CAMDEN PPTY TR SH BEN INT13313110271$8,6830.01%
170VANGUARD TOTAL BOND MARKET ETF921937835115$8,4470.01%
171CROWN CASTLE INC COMCCI77$8,1100.01%
172ASML HOLDING N V N Y REGISTRY SHSASMLF12$7,9520.01%
173INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETFIVZ108$7,8810.01%
174FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDFLEX196$7,6070.01%
175PLYMOUTH INDL REIT INC COM729640102457$7,4490.00%
176PPL CORP COMPPLC202$7,3040.00%
177EATON CORP PLC SHSETN26$7,0680.00%
178LOWES COS INC COM54866110730$7,0240.00%
179WESTERN ASSET MANAGED MUNS FD COM95766M105667$6,8710.00%
180GE VERNOVA INC COMGEV19$5,8000.00%
181MEDTRONIC PLC SHSMDT61$5,4810.00%
182GAMESTOP CORP NEW CL AGME-WT239$5,3340.00%
183UGI CORP NEW COM902681105150$4,9850.00%
184ALLIANT ENERGY CORP COMLNT77$4,9770.00%
185SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888121$4,3730.00%
186SPDR S&P AEROSPACE & DEFENSE ETF78464A63127$4,3390.00%
187PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF72201R81744$4,3000.00%
188CONAGRA BRANDS INC COMCAG157$4,1920.00%
189GSK PLC SPONSORED ADRGLAXF107$4,1450.00%
190HELMERICH & PAYNE INC COMHP153$4,0190.00%
191CONSTELLATION ENERGY CORP COMCEG16$3,3210.00%
192SCHWAB US AGGREGATE BOND ETF808524839136$3,1510.00%
193ELECTRONIC ARTS INC COMEA21$3,1090.00%
194BCE INC COM NEWBCPPF125$2,8700.00%
195VISA INC COM CL AV8$2,8420.00%
196SCHWAB SHORT-TERM US TREASURY ETF808524862113$2,7730.00%
197HERSHEY CO COMHSY15$2,6310.00%
198LAMB WESTON HLDGS INC COMLW48$2,5960.00%
199DUKE ENERGY CORP NEW COM NEWDUKB21$2,5850.00%
200EXELON CORP COMEXC55$2,5640.00%
201DUPONT DE NEMOURS INC COMDD33$2,5180.00%
202ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715019$2,3180.00%
203ENVIRI CORP COMNVRI348$2,3140.00%
204SCHWAB EMERGING MARKETS EQUITY ETF80852470683$2,3110.00%
205GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC26$2,1010.00%
206CORTEVA INC COMCTVA32$2,0760.00%
207VIATRIS INC COMVTRS231$2,0130.00%
208CARNIVAL CORP PAIRED CTFCUKPF100$1,9530.00%
209INDIVIOR PLC ORDINDV160$1,5250.00%
210STRIVE U.S. SEMICONDUCTOR ETF02072L67237$1,4690.00%
211LIBERTY MEDIA CORP DEL COM LBTY LIV S CFWONB21$1,4310.00%
212SUMMIT THERAPEUTICS INC COMSMMT70$1,3500.00%
213DOW INC COMDOW36$1,2800.00%
214ENBRIDGE INC COMENNPF28$1,2410.00%
215CAMECO CORP COMCCJ30$1,2350.00%
216ORGANON & CO COMMON STOCKOGN82$1,2270.00%
217BOOZ ALLEN HAMILTON HLDG CORP CL ABAH10$1,1230.00%
218CVS HEALTH CORP COMCVS11$7690.00%
219SKYWORKS SOLUTIONS INC COMSWKS5$3770.00%
220TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 1029482160830$2330.00%
221LIFETIME BRANDS INC COMLCUT36$1800.00%
222CITIGROUP INC COM NEWC-PR0$350.00%
223KOSS CORP COMKOSS7$330.00%
224TRAVELERS COMPANIES INC COMTRV0$330.00%
225WABTEC COM9297401080$80.00%
226CHEMOURS CO COMCC0$50.00%
227SUPER LEAGUE ENTERPRISE INC COM86804F2027$20.00%
228THERAPEUTICSMD INC COM NEWTXMD2$20.00%
229XEROX HOLDINGS CORP COM NEWXRXDW0$10.00%