Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GUARDIAN WEALTH MANAGEMENT INC | 05-14-2024 | 03-31-2024 | 244 | 129,824,752 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC COM | Stock | 51 | $918,462 | 5,356 | 0.00 | 0.00 | -19 | -0.35 | 03-31-2024 |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 52 | $901,614 | 11,182 | 0.00 | 0.00 | -12,131 | -52.04 | 03-31-2024 |
| BROADRIDGE FINL SOLUTIONS INC COM | Stock | 53 | $834,645 | 4,074 | 0.00 | 0.00 | -185 | -4.34 | 03-31-2024 |
| HANESBRANDS INC COM | Stock | 54 | $834,122 | 143,814 | 0.00 | 0.00 | 17,548 | 13.90 | 03-31-2024 |
