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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
ANETArista Networks Inc Com
Recent Activity
Decreased -15.64%
6.02%
$8.534M
22,234 shares@ $383.83 avg price
LLYEli Lilly & Co Com
Recent Activity
Increased 0.77%
5.05%
$7.155M
8,076 shares@ $885.94 avg price
STRLSterling Infrastructure Inc Com
Recent Activity
Increased 2.03%
4.68%
$6.634M
45,748 shares@ $145.03 avg price
AZOAutozone Inc Com
Recent Activity
Increased 1.3%
4.16%
$5.894M
1,871 shares@ $3150.05 avg price
ABBVAbbvie Inc Com
Recent Activity
Increased 1.46%
3.89%
$5.512M
27,910 shares@ $197.49 avg price
NNINelnet Inc Cl A
Recent Activity
Increased 0.99%
3.75%
$5.311M
46,886 shares@ $113.28 avg price
APOApollo Global Mgmt Inc Com
Recent Activity
Decreased -1.05%
3.55%
$5.034M
40,302 shares@ $124.92 avg price
KKRKkr & Co Inc Com
Recent Activity
Decreased -0.2%
3.01%
$4.267M
32,681 shares@ $130.59 avg price
STRSitio Royalties Corp Class A Com
Recent Activity
Increased 0.11%
2.69%
$3.812M
182,929 shares@ $20.84 avg price
CHKPCheck Point Software Tech Ltd Ord
Recent Activity
Increased 1.3%
2.61%
$3.699M
19,185 shares@ $192.82 avg price