Long-term investor
Guardian Wealth Management, Inc. @guardianwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001910205).
Record
- Tracked since 2025-06-30 (446 days), 83 trades recorded
- Returns: week n/a · month n/a · 90 days +6.1% · 6 months n/a · 1 year +14.4% · all +14.4%
- Max drawdown n/a · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 040413205 · 5.7% · long · since 2025-06-30
- LLY · 4.6% · long · since 2025-06-30
- STRL · 4.1% · long · since 2025-06-30
- N07059210 · 3.8% · long · since 2025-09-30
- ABBV · 3.6% · long · since 2025-06-30
- NNI · 3.5% · long · since 2025-06-30
- CAT · 3.4% · long · since 2025-06-30
- AZO · 3.4% · long · since 2025-06-30
- UTI · 3.0% · long · since 2025-06-30
- 64361Q101 · 2.9% · long · since 2025-09-30
- APO · 2.8% · long · since 2025-06-30
- 85208M102 · 2.7% · long · since 2026-03-31