test

Joshua Kirby

@Guardian Wealth Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$141.862MTotal holdings244
Assets growth rate8.46%Assets growth rate (2-Q avg)4.61%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Guardian Wealth Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 244 positions.

Assets under management

The assets under management (AUM) of Guardian Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 141.862M in assets, with a quarterly growth rate of 8.46% and a 2-quarter average growth rate of 4.61%. The portfolio is managed by Joshua Kirby, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ANETArista Networks Inc Com
Recent Activity
Decreased -15.64%
6.02%
$8.534M
22,234 shares@ $383.83 avg price
APOApollo Global Mgmt Inc Com
Recent Activity
Decreased -1.05%
3.55%
$5.034M
40,302 shares@ $124.92 avg price
KKRKkr & Co Inc Com
Recent Activity
Decreased -0.2%
3.01%
$4.267M
32,681 shares@ $130.59 avg price
COPConocophillips Com
Recent Activity
Decreased -0.95%
2.08%
$2.943M
27,956 shares@ $105.29 avg price
AYIAcuity Brands Inc Com
Recent Activity
Decreased -2%
1.67%
$2.356M
8,554 shares@ $275.39 avg price
FRPHFrp Hldgs Inc Com
Recent Activity
Decreased -0.19%
1.56%
$2.21M
73,997 shares@ $29.86 avg price
LMTLockheed Martin Corp Com
Recent Activity
Decreased -0.48%
1.28%
$1.814M
3,103 shares@ $584.57 avg price
SCHBSchwab U.s. Broad Market Etf
Recent Activity
Decreased -3.05%
1.09%
$1.543M
23,197 shares@ $66.52 avg price
PSXPhillips 66 Com
Recent Activity
Decreased -4.73%
0.95%
$1.341M
10,198 shares@ $131.45 avg price
AAPLApple Inc Com
Recent Activity
Decreased -1.87%
0.86%
$1.219M
5,232 shares@ $233.0 avg price