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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
BATRKLiberty Media Corp Del Com Lbty Srm S C
Recent Activity
Exited
0%
$751,401
33,908 shares@ $22.16 avg price
G162⤦Brookfield Reins Ltd Cl A-1 Exch Nonv
Recent Activity
Exited
0%
$9,073
217 shares@ $41.82 avg price
BLKBlackrock Inc Com
Recent Activity
Exited
0%
$8,617
11 shares@ $783.37 avg price
NEOGNeogen Corp Com
Recent Activity
Exited
0%
$4,220
270 shares@ $15.63 avg price
DGDollar Gen Corp New Com
Recent Activity
Exited
0%
$3,388
26 shares@ $130.31 avg price
EMBCEmbecta Corp Common Stock
Recent Activity
Exited
0%
$2,120
170 shares@ $12.48 avg price
HLNHaleon Plc Spon Ads
Recent Activity
Exited
0%
$1,107
134 shares@ $8.27 avg price
7434⤦Proshares Short Financials
Recent Activity
Exited
0%
$209
20 shares@ $10.45 avg price
REKProshares Short Real Estate
Recent Activity
Exited
0%
$189
10 shares@ $18.9 avg price
INTCIntel Corp Com
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price