Guardian Wealth Management, Inc.

Q3 2025 13F-HR Holdings

Location
Peoria, IL
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
61
Total value ($000)
$169,259
Net value change ($000)
+19,048 (12.7%)
New positions
4
Sold out positions
4
Turnover %
12.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VNOM 5,117 NEW
ASML 3,637 NEW
ANET 3,009 43.2%
CASH 3,001 NEW
LKQ 1,829 60.3%
ABBV 1,519 27.8%
RPC 1,408 57.2%
AZO 1,278 17.4%
NICE 754 24.4%
OXY 607 13.9%
Top Reduces (Value $000, Stocks/ETFs)
SB -4,990 -100.0%
TXN -2,493 -100.0%
RVTY -1,096 -100.0%
FRPH -237 -8.0%
UTI -184 -3.8%
APO -157 -2.5%
STRL -154 -1.3%
KKR -150 -3.6%
AMCR -138 -6.6%
DIS -101 -6.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type