Guardian Wealth Management 13F annual report
Guardian Wealth Management is an investment fund managing more than $130 billion ran by Joshua Kirby. There are currently 244 companies in Mr. Kirby’s portfolio. The largest investments include Arista Networks Inc and Eli Lilly Co Com, together worth $13.8 billion.
Limited to 30 biggest holdings
$130 billion Assets Under Management (AUM)
As of 7th May 2024, Guardian Wealth Management’s top holding is 26,355 shares of Arista Networks Inc currently worth over $7.64 billion and making up 5.9% of the portfolio value.
Relative to the number of outstanding shares of Arista Networks Inc, Guardian Wealth Management owns more than approximately 0.1% of the company.
In addition, the fund holds 7,915 shares of Eli Lilly Co Com worth $6.16 billion.
The third-largest holding is Autozone worth $5.75 billion and the next is Abbvie Inc worth $4.95 billion, with 27,175 shares owned.
Currently, Guardian Wealth Management's portfolio is worth at least $130 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Guardian Wealth Management
The Guardian Wealth Management office and employees reside in Peoria, Illinois. According to the last 13-F report filed with the SEC, Joshua Kirby serves as the President at Guardian Wealth Management.
Recent trades
In the most recent 13F filing, Guardian Wealth Management revealed that it had opened a new position in
Liberty Media Corp Del Com Lbty Liv S C and bought 7,653 shares worth $335 million.
The investment fund also strengthened its position in Arista Networks Inc by buying
171 additional shares.
This makes their stake in Arista Networks Inc total 26,355 shares worth $7.64 billion.
Arista Networks Inc dropped approximately 0.1% in the past year.
On the other hand, there are companies that Guardian Wealth Management is getting rid of from its portfolio.
Guardian Wealth Management closed its position in Mastercraft Boat Hldgs Inc Com on 14th May 2024.
It sold the previously owned 61,187 shares for $1.88 billion.
Joshua Kirby also disclosed a decreased stake in Enstar Group Limited Shs by approximately 0.1%.
This leaves the value of the investment at $4.63 billion and 14,890 shares.
One of the smallest hedge funds
The two most similar investment funds to Guardian Wealth Management are Pillar Wealth Advisors and Pinnacle Wealth Management. They manage $130 billion and $130 billion respectively.
Joshua Kirby investment strategy
Guardian Wealth Management’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 10.3% of
the total portfolio value.
The fund focuses on investments in the United States as
20.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
16% of the total holdings value.
On the other hand, small-cap stocks make up only 0.4% of the portfolio.
The average market cap of the portfolio companies is close to $128 billion.
The complete list of Guardian Wealth Management trades based on 13F SEC filings
These positions were updated on May 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Arista Networks Inc |
0.65%
26,355
|
$7,642,423,000 | 5.89% |
| Eli Lilly Co Com |
61.33%
7,915
|
$6,157,744,000 | 4.74% |
| Autozone Inc. |
1.39%
1,825
|
$5,751,761,000 | 4.43% |
| Abbvie Inc |
0.36%
27,175
|
$4,948,482,000 | 3.81% |
| Sterling Infrastructure Inc |
101.89%
43,681
|
$4,818,451,000 | 3.71% |
| Apollo Global Mgmt Inc Com |
2.54%
41,695
|
$4,688,573,000 | 3.61% |
| Enstar Group Limited Shs |
2.47%
14,890
|
$4,627,216,000 | 3.56% |
| Sitio Royalties Corp Class A Com |
39.35%
177,977
|
$4,399,587,000 | 3.39% |
| Nelnet Inc |
73.14%
45,859
|
$4,340,588,000 | 3.34% |
| Lkq Corp Com |
47.23%
74,747
|
$3,992,262,000 | 3.08% |
| Kkr Co Inc Com |
2.70%
34,905
|
$3,510,746,000 | 2.70% |
| Conocophillips Com |
19.62%
24,914
|
$3,171,057,000 | 2.44% |
| Check Point Software Tech Ltd Ord |
1.11%
18,795
|
$3,082,568,000 | 2.37% |
| Waste Mgmt Inc Del Com |
0.75%
14,450
|
$3,080,112,000 | 2.37% |
| Abbott Labs Com |
0.76%
26,757
|
$3,041,197,000 | 2.34% |
| Pepsico Inc Com |
2.47%
14,820
|
$2,593,623,000 | 2.00% |
| Omnicom Group, Inc. |
2.59%
26,363
|
$2,550,898,000 | 1.96% |
| Brookfield Corp Cl A Ltd Vt Sh |
1.85%
57,461
|
$2,405,892,000 | 1.85% |
| Procter And Gamble Co Com |
0.24%
14,783
|
$2,398,466,000 | 1.85% |
| Acuity Brands, Inc. |
4.16%
8,594
|
$2,309,408,000 | 1.78% |
| Frp Hldgs Inc Com |
7.21%
36,701
|
$2,253,441,000 | 1.74% |
| Ssc Technologies Hldgs Inc Com |
53.40%
33,005
|
$2,124,522,000 | 1.64% |
| Johnson Johnson Com |
0.27%
12,598
|
$1,992,838,000 | 1.54% |
| Texas Instrs Inc Com |
3.04%
11,213
|
$1,953,486,000 | 1.50% |
| Mastercard Incorporated |
3.02%
4,024
|
$1,937,926,000 | 1.49% |
| Verisign Inc. |
3.11%
10,200
|
$1,933,002,000 | 1.49% |
| Kimberly-clark Corp Com |
1.12%
14,669
|
$1,897,458,000 | 1.46% |
| Mastercraft Boat Hldgs Inc Com |
Closed
61,187
|
$1,875,382,000 | |
| Berry Global Group Inc |
8.47%
29,336
|
$1,774,241,000 | 1.37% |
| Phillips 66 Com |
6.97%
10,846
|
$1,771,504,000 | 1.36% |
| Stag Indl Inc Com |
1.64%
44,570
|
$1,713,266,000 | 1.32% |
| Schwab U.s. Broad Market Etf |
0.17%
24,069
|
$1,469,437,000 | 1.13% |
| Disney Walt Co Com |
2.99%
11,862
|
$1,451,419,000 | 1.12% |
| Lockheed Martin Corp Com |
14.00%
3,140
|
$1,428,098,000 | 1.10% |
| Lifetime Brands, Inc. |
9.61%
130,878
|
$1,371,602,000 | 1.06% |
| Laboratory Corp Amer Hldgs Com New |
1.04%
6,020
|
$1,315,027,000 | 1.01% |
| Unilever Plc Spon Adr New |
3.37%
25,430
|
$1,276,315,000 | 0.98% |
| Revvity Inc. |
5.31%
11,597
|
$1,217,708,000 | 0.94% |
| Colgate Palmolive Co Com |
Closed
15,643
|
$1,205,099,000 | |
| P10 Inc Com Cl A |
7.33%
135,837
|
$1,143,748,000 | 0.88% |
| Liberty Media Corp Del Com Lbty Srm S C |
10.08%
38,211
|
$1,135,249,000 | 0.87% |
| Medtronic Plc Shs |
3.71%
12,941
|
$1,127,808,000 | 0.87% |
| Skyworks Solutions, Inc. |
2.66%
9,878
|
$1,070,022,000 | 0.82% |
| Apple Inc |
7.48%
5,356
|
$918,462,000 | 0.71% |
| Schwab Us Dividend Equity Etf |
15.02%
11,182
|
$901,614,000 | 0.69% |
| Broadridge Finl Solutions Inc Com |
7.22%
4,074
|
$834,645,000 | 0.64% |
| Hanesbrands Inc |
6.22%
143,814
|
$834,122,000 | 0.64% |
| 3m Co Com |
3.31%
7,712
|
$818,055,000 | 0.63% |
| Caterpillar Inc. |
29.84%
2,158
|
$790,603,000 | 0.61% |
| Alpine Income Ppty Tr Inc Com |
17.29%
43,799
|
$669,250,000 | 0.52% |
| Microsoft Corp Com |
0.16%
1,230
|
$517,538,000 | 0.40% |
| Warner Bros Discovery Inc Com Ser A |
3.57%
56,480
|
$493,070,000 | 0.38% |
| Northwest Nat Hldg Co Com |
3.60%
11,565
|
$430,447,000 | 0.33% |
| Eastman Chem Co Com |
48.14%
3,931
|
$393,939,000 | 0.30% |
| Liberty Media Corp Del Com Lbty Liv S C |
Opened
7,653
|
$335,354,000 | 0.26% |
| British Amern Tob Plc Sponsored Adr |
143.34%
10,449
|
$318,707,000 | 0.25% |
| Astrazeneca Plc Sponsored Adr |
58.64%
4,473
|
$303,043,000 | 0.23% |
| Wells Fargo Co New Com |
26.17%
5,224
|
$302,812,000 | 0.23% |
| American Elec Pwr Co Inc Com |
64.75%
3,423
|
$294,751,000 | 0.23% |
| Analog Devices Inc. |
19.25%
1,430
|
$282,853,000 | 0.22% |
| Vanguard Small Cap Value Etf |
13.24%
1,360
|
$260,931,000 | 0.20% |
| Fortrea Hldgs Inc Common Stock |
Opened
5,935
|
$238,231,000 | 0.18% |
| Garmin Ltd Shs |
59.12%
1,493
|
$222,213,000 | 0.17% |
| Black Stone Minerals L P Com Unit |
5.58%
12,568
|
$200,836,000 | 0.15% |
| Deere Co Com |
Opened
488
|
$200,441,000 | 0.15% |
| Wisdomtree Us Quality Dividend Growth Fund |
28.95%
2,432
|
$185,261,000 | 0.14% |
| Genuine Parts Co Com |
21.66%
1,186
|
$183,807,000 | 0.14% |
| Vanguard Short-term Corporate Bond Etf |
421.65%
2,337
|
$180,673,000 | 0.14% |
| Jewett Cameron Trading Ltd Com New |
19.87%
32,442
|
$172,591,000 | 0.13% |
| Vanguard Sp 500 Value Etf |
33.19%
951
|
$171,678,000 | 0.13% |
| Vanguard Intermediate-term Bond Etf |
12.30%
2,139
|
$161,282,000 | 0.12% |
| Berkshire Hathaway Inc Del Cl B New |
0.82%
362
|
$152,228,000 | 0.12% |
| Kla Corp Com New |
5.33%
213
|
$149,110,000 | 0.11% |
| Bunge Limited Com |
Closed
1,577
|
$148,774,000 | |
| Jpmorgan Chase Co Com |
1.97%
725
|
$145,256,000 | 0.11% |
| Cisco Sys Inc Com |
4.17%
2,805
|
$140,017,000 | 0.11% |
| Schwab International Equity Etf |
51.09%
3,500
|
$136,578,000 | 0.11% |
| Novo-nordisk A S Adr |
100.00%
1,050
|
$134,820,000 | 0.10% |
| Vanguard Short-term Bond Etf |
12.54%
1,736
|
$133,082,000 | 0.10% |
| Technology Select Sector Spdr Fund |
1.56%
629
|
$131,096,000 | 0.10% |
| Burford Cap Ltd Ord Shs |
5.53%
8,082
|
$129,070,000 | 0.10% |
| SiteOne Landscape Supply Inc |
Opened
715
|
$124,803,000 | 0.10% |
| Hubbell Inc. |
11.04%
298
|
$123,570,000 | 0.10% |
| Exxon Mobil Corp Com |
82.27%
1,059
|
$123,085,000 | 0.09% |
| Vanguard Long-term Bond Etf |
8.36%
1,698
|
$122,844,000 | 0.09% |
| Bunge Global Sa Com Shs |
Opened
1,057
|
$108,414,000 | 0.08% |
| Merck Co Inc Com |
Opened
818
|
$107,932,000 | 0.08% |
| Vanguard Short-term Treasury Etf |
14.31%
1,785
|
$103,640,000 | 0.08% |
| Honeywell Intl Inc Com |
1.45%
489
|
$100,414,000 | 0.08% |
| Mind C T I Ltd Ord |
Opened
51,610
|
$97,914,000 | 0.08% |
| Rli Corp Com |
No change
597
|
$88,637,000 | 0.07% |
| Schwab U.s. Small-cap Etf |
27.42%
1,797
|
$88,473,000 | 0.07% |
| General Dynamics Corp Com |
0.34%
297
|
$83,990,000 | 0.06% |
| Air Prods Chems Inc Com |
Opened
341
|
$82,674,000 | 0.06% |
| Huntington Bancshares, Inc. |
71.06%
5,825
|
$81,263,000 | 0.06% |
| Seneca Foods Corp. |
Opened
1,411
|
$80,286,000 | 0.06% |
| Sonoco Prods Co Com |
28.46%
1,380
|
$79,836,000 | 0.06% |
| Ishares Msci Eafe Etf |
Closed
1,074
|
$77,865,000 | |
| Coca Cola Co Com |
5.38%
1,266
|
$77,455,000 | 0.06% |
| Wisdomtree U.s. Ai Enhanced Value Fund |
40.10%
756
|
$76,977,000 | 0.06% |
| Invesco Sp 500 High Beta Etf |
Opened
872
|
$76,481,000 | 0.06% |
| Spdr Sp Bank Etf |
Closed
2,012
|
$72,441,000 | |
| Illinois Tool Wks Inc Com |
No change
267
|
$71,644,000 | 0.06% |
| iShares MSCI ACWI ex U.S. ETF |
16.83%
1,319
|
$70,428,000 | 0.05% |
| Esquire Finl Hldgs Inc Com |
32.06%
1,475
|
$70,031,000 | 0.05% |
| Grayscale Bitcoin Trust |
Opened
1,096
|
$69,234,000 | 0.05% |
| Home Depot, Inc. |
1.12%
180
|
$69,196,000 | 0.05% |
| Spire Inc. |
Closed
1,014
|
$64,307,000 | |
| Schwab U.s. Large-cap Etf |
0.58%
1,033
|
$64,094,000 | 0.05% |
| Unitedhealth Group Inc |
0.78%
129
|
$63,852,000 | 0.05% |
| Ford Mtr Co Del Com |
1,900.87%
4,602
|
$61,115,000 | 0.05% |
| Pfizer Inc. |
72.58%
2,171
|
$60,238,000 | 0.05% |
| AMGEN Inc. |
1.04%
194
|
$55,131,000 | 0.04% |
| Vanguard Intermediate-term Corporate Bond Etf |
44.21%
623
|
$50,158,000 | 0.04% |
| Invesco Sp 500 Equal Weight Etf |
No change
293
|
$49,661,000 | 0.04% |
| Seagate Technology Hldngs Plc Ord Shs |
29.99%
516
|
$48,014,000 | 0.04% |
| Silvercrest Asset Mgmt Group I Cl A |
36.24%
2,813
|
$44,472,000 | 0.03% |
| Bp Plc Sponsored Adr |
945.37%
1,129
|
$42,545,000 | 0.03% |
| Sp Global Inc Com |
1.01%
100
|
$42,467,000 | 0.03% |
| Sanofi Sponsored Adr |
30.44%
873
|
$42,428,000 | 0.03% |
| Schwab U.s. Mid-cap Etf |
0.59%
510
|
$41,541,000 | 0.03% |
| Eaton Corp Plc Shs |
No change
118
|
$36,896,000 | 0.03% |
| Verizon Communications Inc |
63.51%
875
|
$36,728,000 | 0.03% |
| General Mls Inc Com |
13.28%
516
|
$36,116,000 | 0.03% |
| Invesco Sp 500 Equal Weight Health Care Etf |
902.65%
1,133
|
$36,032,000 | 0.03% |
| Winmark Corp Com |
Closed
100
|
$33,403,000 | |
| Diageo Plc Spon Adr New |
22.70%
218
|
$32,375,000 | 0.02% |
| Tesla Inc |
Opened
182
|
$31,994,000 | 0.02% |
| Vanguard Russell 1000 Value Etf |
1.52%
402
|
$31,634,000 | 0.02% |
| Alphabet Inc Cap Stk Cl C |
No change
199
|
$30,300,000 | 0.02% |
| Grupo Aeropuerto Del Pacifico Spon Adr B |
Closed
168
|
$30,025,000 | |
| NextEra Energy Inc |
3.36%
460
|
$29,406,000 | 0.02% |
| Vanguard Ftse All-world Ex-us Index Fund |
No change
501
|
$29,385,000 | 0.02% |
| United Parcel Service, Inc. |
3.17%
195
|
$29,034,000 | 0.02% |
| Vanguard Ftse All-world Ex-us Small-cap Etf |
0.82%
246
|
$28,712,000 | 0.02% |
| Bristol-myers Squibb Co Com |
1.14%
522
|
$28,311,000 | 0.02% |
| Pnc Finl Svcs Group Inc Com |
3.57%
174
|
$28,113,000 | 0.02% |
| Vanguard Mid-cap Value Etf |
69.07%
164
|
$25,616,000 | 0.02% |
| Universal Technical Inst Inc Com |
No change
1,589
|
$25,329,000 | 0.02% |
| Vanguard Small-cap Growth Etf |
67.31%
87
|
$22,621,000 | 0.02% |
| Alliancebernstein Hldg L P Unit Ltd Partn |
67.13%
641
|
$22,280,000 | 0.02% |
| Oracle Corp Com |
1.16%
175
|
$21,971,000 | 0.02% |
| Lululemon Athletica inc. |
Closed
57
|
$21,575,000 | |
| Olin Corp Com Par $1 |
Closed
403
|
$20,719,000 | |
| Bce Inc Com New |
39.68%
599
|
$20,354,000 | 0.02% |
| Vanguard Financials Etf |
63.81%
186
|
$19,017,000 | 0.01% |
| Aflac Inc. |
336.73%
214
|
$18,401,000 | 0.01% |
| Ishares Core Msci Eafe Etf |
1.29%
236
|
$17,532,000 | 0.01% |
| Williams Cos Inc |
26.25%
441
|
$17,176,000 | 0.01% |
| Hni Corp Com |
35.49%
378
|
$17,040,000 | 0.01% |
| Blackstone Inc |
2.44%
126
|
$16,525,000 | 0.01% |
| Amazon.com Inc. |
350.00%
90
|
$16,234,000 | 0.01% |
| Vaneck High Yield Muni Etf |
Closed
313
|
$16,045,000 | |
| Edison Intl Com |
97.92%
226
|
$15,985,000 | 0.01% |
| Integer Hldgs Corp Com |
No change
131
|
$15,285,000 | 0.01% |
| Ishares Iboxx $ High Yield Corporate Bond Etf |
Closed
196
|
$14,740,000 | |
| Ge Aerospace Com New |
Opened
79
|
$13,801,000 | 0.01% |
| Postal Realty Trust Inc |
No change
950
|
$13,604,000 | 0.01% |
| Automatic Data Processing Inc. |
Opened
54
|
$13,444,000 | 0.01% |
| The Cigna Group Com |
Opened
37
|
$13,330,000 | 0.01% |
| Us Bancorp Del Com New |
3.86%
296
|
$13,238,000 | 0.01% |
| Vanguard Russell 1000 Growth Etf |
0.66%
152
|
$13,153,000 | 0.01% |
| International Business Machs Com |
Opened
69
|
$13,089,000 | 0.01% |
| Chevron Corp New Com |
27.93%
80
|
$12,593,000 | 0.01% |
| Gsk Plc Sponsored Adr |
46.24%
293
|
$12,561,000 | 0.01% |
| Plymouth Indl Reit Inc Com |
No change
550
|
$12,375,000 | 0.01% |
| Crown Castle Inc |
55.56%
116
|
$12,241,000 | 0.01% |
| Spdr Sp Aerospace Defense Etf |
No change
85
|
$11,943,000 | 0.01% |
| Kroger Co Com |
1.99%
205
|
$11,714,000 | 0.01% |
| Price T Rowe Group Inc Com |
7.07%
92
|
$11,246,000 | 0.01% |
| Pimco Investment Grade Corporate Bond Index Etf |
43.14%
116
|
$11,125,000 | 0.01% |
| Vanguard Dividend Appreciation Etf |
3.45%
60
|
$10,869,000 | 0.01% |
| Zimmer Biomet Holdings Inc |
Opened
82
|
$10,776,000 | 0.01% |
| Emerson Elec Co Com |
Opened
91
|
$10,376,000 | 0.01% |
| Manulife Finl Corp Com |
Opened
414
|
$10,346,000 | 0.01% |
| Proshares Sp 500 Dividend Aristocrats Etf |
No change
96
|
$9,767,000 | 0.01% |
| Pathward Financial Inc |
Closed
208
|
$9,643,000 | |
| Helmerich Payne Inc Com |
29.60%
226
|
$9,525,000 | 0.01% |
| Energy Select Sector Spdr Fund |
No change
97
|
$9,165,000 | 0.01% |
| Blackrock Inc. |
No change
11
|
$9,067,000 | 0.01% |
| Brookfield Reins Ltd Cl A-1 Exch Nonv |
Opened
217
|
$9,019,000 | 0.01% |
| Ishares Russell 2000 Etf |
Closed
47
|
$8,874,000 | |
| Albertsons Cos Inc Common Stock |
No change
408
|
$8,748,000 | 0.01% |
| Mid-amer Apt Cmntys Inc Com |
No change
65
|
$8,553,000 | 0.01% |
| Vanguard Total Stock Market Etf |
33.33%
32
|
$8,428,000 | 0.01% |
| Camden Ppty Tr Sh Ben Int |
No change
85
|
$8,364,000 | 0.01% |
| Vanguard Total Bond Market Etf |
No change
115
|
$8,352,000 | 0.01% |
| Southern Co Com |
3.64%
114
|
$8,157,000 | 0.01% |
| Westrock Co Com |
2.50%
164
|
$8,096,000 | 0.01% |
| Alphabet Inc Cap Stk Cl A |
No change
52
|
$7,848,000 | 0.01% |
| Lowes Cos Inc Com |
3.45%
30
|
$7,531,000 | 0.01% |
| Rtx Corporation Com |
2.70%
76
|
$7,394,000 | 0.01% |
| Western Asset Managed Muns Fd Com |
Opened
668
|
$6,977,000 | 0.01% |
| Invesco Sp 500 Equal Weight Financials Etf |
1.90%
107
|
$6,858,000 | 0.01% |
| Schwab Short-term Us Treasury Etf |
8.97%
142
|
$6,840,000 | 0.01% |
| Vanguard Value Etf |
73.72%
41
|
$6,706,000 | 0.01% |
| Perimeter Solutions Sa Common Stock |
No change
855
|
$6,344,000 | 0.00% |
| Starbucks Corp Com |
75.86%
63
|
$5,732,000 | 0.00% |
| Ppl Corp Com |
Opened
202
|
$5,569,000 | 0.00% |
| Lamb Weston Hldgs Inc Com |
Opened
49
|
$5,188,000 | 0.00% |
| Invesco Sp 500 Equal Weight Energy Etf |
Closed
70
|
$4,806,000 | |
| Conagra Brands Inc |
Opened
157
|
$4,659,000 | 0.00% |
| Polaris Inc |
Closed
37
|
$4,475,000 | |
| Schwab International Small-cap Equity Etf |
78.55%
121
|
$4,323,000 | 0.00% |
| Neogen Corp Com |
No change
270
|
$4,261,000 | 0.00% |
| Dollar Gen Corp New Com |
4.00%
26
|
$3,982,000 | 0.00% |
| Alliant Energy Corp Com |
2.74%
75
|
$3,768,000 | 0.00% |
| Ugi Corp New Com |
Opened
151
|
$3,699,000 | 0.00% |
| Fathom Digital Mfg Corp Cl A Com |
Closed
8,676
|
$3,522,000 | |
| Indivior Plc Ord |
Opened
160
|
$3,427,000 | 0.00% |
| Spdr Bloomberg Investment Grade Floating Rate Etf |
3.81%
109
|
$3,371,000 | 0.00% |
| Baxter Intl Inc Com |
Closed
73
|
$3,316,000 | |
| Enviri Corp Com |
No change
348
|
$3,184,000 | 0.00% |
| Constellation Energy Corp Com |
No change
16
|
$3,024,000 | 0.00% |
| Att Inc Com |
38.10%
169
|
$2,981,000 | 0.00% |
| Hershey Co Com |
No change
15
|
$2,905,000 | 0.00% |
| Electronic Arts, Inc. |
No change
21
|
$2,839,000 | 0.00% |
| Viatris Inc. |
784.62%
230
|
$2,745,000 | 0.00% |
| Bank America Corp Com |
Closed
95
|
$2,734,000 | |
| Embecta Corp Common Stock |
60.53%
195
|
$2,587,000 | 0.00% |
| DuPont de Nemours Inc |
51.43%
34
|
$2,585,000 | 0.00% |
| Ge Healthcare Technologies Inc Common Stock |
Opened
26
|
$2,367,000 | 0.00% |
| Visa Inc |
No change
8
|
$2,263,000 | 0.00% |
| West Bancorporation Inc Cap Stk |
77.12%
124
|
$2,212,000 | 0.00% |
| Dow Inc |
47.89%
37
|
$2,123,000 | 0.00% |
| Schwab Emerging Markets Equity Etf |
93.88%
83
|
$2,106,000 | 0.00% |
| Schwab Us Aggregate Bond Etf |
39.39%
46
|
$2,102,000 | 0.00% |
| Duke Energy Corp New Com New |
Opened
21
|
$2,050,000 | 0.00% |
| Exelon Corp Com |
1.92%
53
|
$2,010,000 | 0.00% |
| Principal Financial Group Inc |
42.50%
23
|
$1,950,000 | 0.00% |
| Corteva Inc |
52.86%
33
|
$1,902,000 | 0.00% |
| Accenture Plc Ireland Shs Class A |
99.94%
5
|
$1,733,000 | 0.00% |
| Schlumberger Ltd Com Stk |
No change
30
|
$1,671,000 | 0.00% |
| Booz Allen Hamilton Hldg Corp Cl A |
10.00%
11
|
$1,571,000 | 0.00% |
| Organon Co Common Stock |
Opened
82
|
$1,549,000 | 0.00% |
| Carrier Global Corporation Com |
No change
25
|
$1,452,000 | 0.00% |
| Cameco Corp Com |
No change
30
|
$1,300,000 | 0.00% |
| Otis Worldwide Corp Com |
8.33%
13
|
$1,246,000 | 0.00% |
| Haleon Plc Spon Ads |
80.15%
134
|
$1,138,000 | 0.00% |
| Enbridge Inc |
Opened
28
|
$1,013,000 | 0.00% |
| Fathom Digital Mfg Corp Cl A |
Opened
216
|
$996,000 | 0.00% |
| Cvs Health Corp Com |
No change
11
|
$864,000 | 0.00% |
| Etsy Inc |
Closed
7
|
$592,000 | |
| Proshares Short 7-10 Year Treasury |
No change
20
|
$585,000 | 0.00% |
| Vodafone Group Plc New Sponsored Adr |
Opened
59
|
$524,000 | 0.00% |
| Xerox Holdings Corp Com New |
Opened
29
|
$523,000 | 0.00% |
| Proshares Short Real Estate |
48.15%
28
|
$517,000 | 0.00% |
| Proshares Short Financials |
70.59%
50
|
$509,000 | 0.00% |
| Travelers Companies Inc. |
Opened
2
|
$489,000 | 0.00% |
| Wabtec Com |
Opened
3
|
$444,000 | 0.00% |
| Chemours Co Com |
Opened
16
|
$430,000 | 0.00% |
| Teradata Corp Del Com |
Opened
10
|
$387,000 | 0.00% |
| Corsair Gaming, Inc. |
Closed
21
|
$373,000 | |
| Citigroup Inc Com New |
Opened
5
|
$347,000 | 0.00% |
| Draftkings Inc New Com Cl A |
Closed
12
|
$319,000 | |
| Sangamo Therapeutics Inc |
Closed
230
|
$299,000 | |
| Kyndryl Hldgs Inc Common Stock |
Opened
12
|
$261,000 | 0.00% |
| AdvisorShares Pure Cannabis ETF |
Closed
100
|
$257,000 | |
| BlackRock Intermediate Muni Income Bond ETF |
Closed
7
|
$170,000 | |
| Telefonaktiebolaget Lm Ericss Adr B Sek 10 |
No change
30
|
$165,000 | 0.00% |
| Zimvie Inc Com |
Opened
8
|
$132,000 | 0.00% |
| Ncr Voyix Corporation Com |
Opened
10
|
$126,000 | 0.00% |
| Ncr Atleos Corporation Com Shs |
Opened
5
|
$99,000 | 0.00% |
| Conduent Inc |
Opened
20
|
$68,000 | 0.00% |
| Gamestop Corp New Cl A |
93.33%
5
|
$63,000 | 0.00% |
| Akoustis Technologies Inc |
No change
100
|
$59,000 | 0.00% |
| Canopy Growth Corp Com |
Closed
55
|
$21,000 | |
| Humanigen Inc Com New |
Closed
128
|
$20,000 | |
| Intel Corp Com |
100.00%
0
|
$18,000 | 0.00% |
| Super League Enterprise Inc Com |
95.33%
7
|
$15,000 | 0.00% |
| Therapeuticsmd Inc Com New |
No change
2
|
$5,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 271 holdings | |||
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