Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GUARDIAN WEALTH MANAGEMENT INC | 02-14-2024 | 12-31-2023 | 258 | 118,307,784 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARISTA NETWORKS INC COM | Stock | 1 | $6,101,829 | 25,909 | 0.01 | 0.00 | -275 | -1.05 | 12-31-2023 |
| AUTOZONE INC COM | Stock | 2 | $4,664,440 | 1,804 | 0.00 | 0.00 | 4 | 0.22 | 12-31-2023 |
| ENSTAR GROUP LIMITED SHS | Stock | 3 | $4,538,288 | 15,418 | 0.00 | 0.00 | 151 | 0.99 | 12-31-2023 |
| ELI LILLY & CO COM | Stock | 4 | $4,483,545 | 7,691 | 0.00 | 0.00 | 2,785 | 56.77 | 12-31-2023 |
