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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
ULUnilever Plc Spon Adr New
Recent Activity
Increased 2.26%
1.22%
$1.726M
26,567 shares@ $64.96 avg price
SCHBSchwab U.s. Broad Market Etf
Recent Activity
Decreased -3.05%
1.09%
$1.543M
23,197 shares@ $66.52 avg price
RVTYRevvity Inc Com
Recent Activity
Increased 1.36%
1.07%
$1.507M
11,796 shares@ $127.75 avg price
PXP10 Inc Com Cl A
Recent Activity
Increased 0.16%
1.03%
$1.453M
135,647 shares@ $10.71 avg price
UTIUniversal Technical Inst Inc Com
Recent Activity
Increased 5347.02%
1%
$1.407M
86,553 shares@ $16.27 avg price
SCHDSchwab Us Dividend Equity Etf
Recent Activity
Increased 39.03%
0.97%
$1.374M
16,258 shares@ $84.54 avg price
LHLabcorp Holdings Inc Com Shs
Recent Activity
Increased 1.2%
0.96%
$1.358M
6,078 shares@ $223.48 avg price
PSXPhillips 66 Com
Recent Activity
Decreased -4.73%
0.95%
$1.341M
10,198 shares@ $131.45 avg price
MMM3m Co Com
Recent Activity
Increased 1.74%
0.93%
$1.312M
9,594 shares@ $136.71 avg price
AAPLApple Inc Com
Recent Activity
Decreased -1.87%
0.86%
$1.219M
5,232 shares@ $233.0 avg price