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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
VRSNVerisign Inc Com
Recent Activity
Increased 73.26%
2.56%
$3.619M
19,051 shares@ $189.97 avg price
ABTAbbott Labs Com
Recent Activity
Increased 1.07%
2.19%
$3.105M
27,235 shares@ $114.01 avg price
LKQLkq Corp Com
Recent Activity
Increased 1.9%
2.18%
$3.085M
77,282 shares@ $39.92 avg price
BNBrookfield Corp Cl A Ltd Vt Sh
Recent Activity
Increased 0.99%
2.17%
$3.078M
57,912 shares@ $53.16 avg price
WMWaste Mgmt Inc Del Com
Recent Activity
Increased 0.83%
2.15%
$3.045M
14,668 shares@ $207.61 avg price
COPConocophillips Com
Recent Activity
Decreased -0.95%
2.08%
$2.943M
27,956 shares@ $105.29 avg price
OMCOmnicom Group Inc Com
Recent Activity
Increased 2.46%
2.01%
$2.848M
27,549 shares@ $103.39 avg price
OXYOccidental Pete Corp Com
Recent Activity
Increased 275.09%
1.88%
$2.664M
51,690 shares@ $51.55 avg price
PGProcter And Gamble Co Com
Recent Activity
Increased 1.68%
1.86%
$2.63M
15,182 shares@ $173.2 avg price
PEPPepsico Inc Com
Recent Activity
Increased 1.55%
1.84%
$2.602M
15,300 shares@ $170.05 avg price