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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
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
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
SSNCSs&c Technologies Hldgs Inc Com
Recent Activity
Increased 1.29%
1.78%
$2.519M
33,943 shares@ $74.21 avg price
TXNTexas Instrs Inc Com
Recent Activity
Increased 1.6%
1.68%
$2.379M
11,518 shares@ $206.57 avg price
KMBKimberly-clark Corp Com
Recent Activity
Increased 1.94%
1.52%
$2.156M
15,151 shares@ $142.28 avg price
JNJJohnson & Johnson Com
Recent Activity
Increased 1.78%
1.49%
$2.104M
12,985 shares@ $162.06 avg price