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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 2025 · Filed November 14, 2025 · Accession 0001910205-25-000007

Total Value
$169.3M
Positions
61
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (61)

#IssuerTicker / CUSIPSharesValue% of Filing
1STERLING INFRASTRUCTURE INC COMSTRL33,993$11.5M6.82%
2ARISTA NETWORKS INC COM SHSANET68,508$10.0M5.90%
3AUTOZONE INC COMAZO2,006$8.6M5.08%
4ABBVIE INC COMABBV30,129$7.0M4.12%
5NELNET INC CL ANNI49,496$6.2M3.67%
6APOLLO GLOBAL MGMT INC COM03769M10645,159$6.0M3.56%
7ELI LILLY & CO COMLLY7,141$5.4M3.22%
8VIPER ENERGY INC CL AVNOM133,874$5.1M3.02%
9SS&C TECHNOLOGIES HLDGS INC COMSSNC57,511$5.1M3.02%
10OCCIDENTAL PETE CORP COM674599105105,406$5.0M2.94%
11LKQ CORP COMLKQ159,199$4.9M2.87%
12UNIVERSAL TECHNICAL INST INC COMUTI142,341$4.6M2.74%
13BROOKFIELD CORP CL A LTD VT SH11271J10761,658$4.2M2.50%
14KKR & CO INC COMKKRT31,241$4.1M2.40%
15P10 INC COM CL A69376K106355,651$3.9M2.29%
16NICE LTD SPONSORED ADRNCSYF26,524$3.8M2.27%
17ABBOTT LABS COMABLZF27,922$3.7M2.21%
18ASML HOLDING N V N Y REGISTRY SHSASMLF3,757$3.6M2.15%
19ACUITY INC COMAYI9,812$3.4M2.00%
20WASTE MGMT INC DEL COM94106L10915,258$3.4M1.99%
21CONOCOPHILLIPS COMCOP32,456$3.1M1.81%
22NATIONAL PRESTO INDS INC COM63721510427,261$3.1M1.81%
23VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40937,547$3.0M1.77%
24PATHWARD FINANCIAL INC COMCASH40,545$3.0M1.77%
25VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87033,816$2.8M1.68%
26FRP HLDGS INC COMFRPH112,078$2.7M1.61%
27JOHNSON & JOHNSON COMJNJ13,848$2.6M1.52%
28OMNICOM GROUP INC COMOMC31,318$2.6M1.51%
29PROCTER AND GAMBLE CO COM74271810916,427$2.5M1.49%
30MASTERCARD INCORPORATED CL AMA4,350$2.5M1.46%
31PEPSICO INC COMPEP16,131$2.3M1.34%
32KIMBERLY-CLARK CORP COMKMB16,530$2.1M1.21%
33GLOBAL PMTS INC COM37940X10223,978$2.0M1.18%
34AMCOR PLC ORDAMCCF240,156$2.0M1.16%
35STAG INDL INC COM85254J10251,764$1.8M1.08%
36UNILEVER PLC SPON ADR NEWUNLYF30,089$1.8M1.05%
37LABCORP HOLDINGS INC COM SHSLH6,203$1.8M1.05%
383M CO COMMMM10,281$1.6M0.94%
39SCHWAB U.S. BROAD MARKET ETF80852410257,007$1.5M0.87%
40DISNEY WALT CO COM25468710612,699$1.5M0.86%
41LOCKHEED MARTIN CORP COMLMT2,841$1.4M0.84%
42SCHWAB US DIVIDEND EQUITY ETF80852479749,425$1.3M0.80%
43APPLE INC COMAAPL5,118$1.3M0.77%
44WARNER BROS DISCOVERY INC COM SER AWBD57,494$1.1M0.66%
45CATERPILLAR INC COMCAT2,307$1.1M0.65%
46ALPINE INCOME PPTY TR INC COM02083X10365,027$921,4310.54%
47SIRIUSXM HOLDINGS INC COMMON STOCK82993310033,828$787,3500.47%
48BROADRIDGE FINL SOLUTIONS INC COM11133T1033,187$759,0650.45%
49NORTHWEST NAT HLDG CO COM66765N10516,699$750,2840.44%
50MICROSOFT CORP COMMSFT1,246$645,2940.38%
51PHILLIPS 66 COMPSX4,482$609,5540.36%
52VANGUARD SMALL CAP VALUE ETF9229086112,504$522,7040.31%
53PALANTIR TECHNOLOGIES INC CL APLTR2,462$449,1180.27%
54NVIDIA CORPORATION COMNVDA1,951$364,0200.22%
55GARMIN LTD SHSGRMN1,446$356,1280.21%
56ASTRAZENECA PLC SPONSORED ADRAZN3,912$300,1330.18%
57VANGUARD S&P 500 VALUE ETF9219327031,255$250,4430.15%
58JPMORGAN CHASE & CO. COMVYLD671$211,5250.12%
59DEERE & CO COMDE454$207,5960.12%
60BLACK STONE MINERALS L P COM UNITBSMLP12,317$161,8450.10%
61MIND C T I LTD ORDM7024010251,610$56,7760.03%