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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
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
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
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
MAMastercard Incorporated Cl A
Recent Activity
Increased 1.53%
1.44%
$2.039M
4,129 shares@ $493.8 avg price
BERYBerry Global Group Inc Com
Recent Activity
Increased 1.24%
1.44%
$2.039M
29,990 shares@ $67.98 avg price
STAGStag Indl Inc Com
Recent Activity
Increased 2.13%
1.28%
$1.816M
46,446 shares@ $39.09 avg price
LMTLockheed Martin Corp Com
Recent Activity
Decreased -0.48%
1.28%
$1.814M
3,103 shares@ $584.57 avg price