0001910205-22-000001.txt : 20220215
0001910205-22-000001.hdr.sgml : 20220215
20220214181753
ACCESSION NUMBER: 0001910205-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220215
DATE AS OF CHANGE: 20220214
EFFECTIVENESS DATE: 20220215
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Guardian Wealth Management, Inc.
CENTRAL INDEX KEY: 0001910205
IRS NUMBER: 272814904
STATE OF INCORPORATION: IL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22191
FILM NUMBER: 22635675
BUSINESS ADDRESS:
STREET 1: 311 SW WATER ST
STREET 2: SUITE 210
CITY: PEORIA
STATE: IL
ZIP: 61602
BUSINESS PHONE: 309-692-1460
MAIL ADDRESS:
STREET 1: 311 SW WATER ST
STREET 2: SUITE 210
CITY: PEORIA
STATE: IL
ZIP: 61602
13F-HR
1
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0001910205
XXXXXXXX
12-31-2021
12-31-2021
Guardian Wealth Management, Inc.
311 SW WATER ST
SUITE 210
PEORIA
IL
61602
13F HOLDINGS REPORT
028-22191
N
Joshua Kirby
President
309-692-1460
Joshua Kirby
Peoria
IL
02-14-2022
0
230
103870
false
INFORMATION TABLE
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q42021_gwm13f.xml
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Stock
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Stock
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Stock
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Stock
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Stock
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Stock
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SCHWAB U.S. MID-CAP ETF
ETF
808524508
48
602
SH
SOLE
0
0
602
SCHWAB U.S. SMALL-CAP ETF
ETF
808524607
336
3278
SH
SOLE
0
0
3278
SCHWAB US AGGREGATE BOND ETF
ETF
808524839
1
10
SH
SOLE
0
0
10
SCHWAB US DIVIDEND EQUITY ETF
ETF
808524797
327
4043
SH
SOLE
188
0
3855
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
Stock
G7997R103
100
886
SH
SOLE
0
0
886
SILVERCREST ASSET MGMT GROUP I CL A
Stock
828359109
72
4177
SH
SOLE
0
0
4177
SKYWORKS SOLUTIONS INC COM
Stock
83088M102
1092
7038
SH
SOLE
1096
0
5942
SONOCO PRODS CO COM
Stock
835495102
115
1991
SH
SOLE
0
0
1991
SOUTHERN CO COM
Stock
842587107
7
104
SH
SOLE
0
0
104
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
ETF
78468R200
3
100
SH
SOLE
0
0
100
SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF
ETF
78463X863
2
59
SH
SOLE
0
0
59
SPDR S&P BANK ETF
ETF
78464A797
112
2057
SH
SOLE
0
0
2057
SPIRE INC COM
Stock
84857L101
65
994
SH
SOLE
0
0
994
SPROUTS FMRS MKT INC COM
Stock
85208M102
25
853
SH
SOLE
0
0
853
SS&C TECHNOLOGIES HLDGS INC COM
Stock
78467J100
10
127
SH
SOLE
0
0
127
STAG INDL INC COM
REIT
85254J102
1844
38454
SH
SOLE
7367
0
31087
STARBUCKS CORP COM
Stock
855244109
25
213
SH
SOLE
0
0
213
SUPER LEAGUE GAMING INC COM
Stock
86804F202
0
150
SH
SOLE
0
0
150
TECHNOLOGY SELECT SECTOR SPDR FUND
ETF
81369Y803
121
694
SH
SOLE
14
0
680
TEXAS INSTRS INC COM
Stock
882508104
1749
9277
SH
SOLE
1298
0
7979
THERAPEUTICSMD INC COM
Stock
88338N107
0
100
SH
SOLE
0
0
100
UNILEVER PLC SPON ADR NEW
ADR
904767704
898
16701
SH
SOLE
2052
0
14649
UNITED PARCEL SERVICE INC CL B
Stock
911312106
39
180
SH
SOLE
0
0
180
UNITEDHEALTH GROUP INC COM
Stock
91324P102
64
127
SH
SOLE
7
0
120
US BANCORP DEL COM NEW
Stock
902973304
15
268
SH
SOLE
0
0
268
VANECK HIGH YIELD MUNI ETF
ETF
92189H409
18
293
SH
SOLE
0
0
293
VANGUARD COMMUNICATION SERVICES ETF
ETF
92204A884
47
345
SH
SOLE
345
0
0
VANGUARD CONSUMER STAPLES INDEX FUND
ETF
92204A207
101
505
SH
SOLE
505
0
0
VANGUARD DIVIDEND APPRECIATION INDEX FUND
ETF
921908844
10
57
SH
SOLE
57
0
0
VANGUARD ENERGY INDEX FUND
ETF
92204A306
5
64
SH
SOLE
0
0
64
VANGUARD FINANCIALS INDEX FUND
ETF
92204A405
63
648
SH
SOLE
0
0
648
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
ETF
921937819
181
2068
SH
SOLE
317
0
1751
VANGUARD LONG-TERM BOND INDEX FUND
ETF
921937793
131
1271
SH
SOLE
245
0
1026
VANGUARD MID-CAP VALUE INDEX FUND
ETF
922908512
6
41
SH
SOLE
0
0
41
VANGUARD RUSSELL 1000 GROWTH ETF
ETF
92206C680
52
668
SH
SOLE
0
0
668
VANGUARD RUSSELL 1000 VALUE ETF
ETF
92206C714
52
710
SH
SOLE
0
0
710
VANGUARD S&P 500 ETF
ETF
922908363
2
5
SH
SOLE
0
0
5
VANGUARD SHORT-TERM BOND INDEX FUND
ETF
921937827
130
1608
SH
SOLE
355
0
1253
VANGUARD SMALL-CAP GROWTH INDEX FUND
ETF
922908595
28
99
SH
SOLE
0
0
99
VANGUARD SMALL-CAP VALUE INDEX FUND
ETF
922908611
26
145
SH
SOLE
0
0
145
VANGUARD TOTAL STOCK MARKET INDEX FUND
ETF
922908769
11
47
SH
SOLE
0
0
47
VANGUARD VALUE INDEX FUND
ETF
922908744
6
41
SH
SOLE
0
0
41
VERISIGN INC COM
Stock
92343E102
2249
8859
SH
SOLE
1435
0
7424
VERISK ANALYTICS INC COM
Stock
92345Y106
898
3926
SH
SOLE
302
0
3624
VERIZON COMMUNICATIONS INC COM
Stock
92343V104
171
3296
SH
SOLE
17
0
3279
VIATRIS INC COM
Stock
92556V106
0
33
SH
SOLE
0
0
33
VISA INC COM CL A
Stock
92826C839
2
8
SH
SOLE
0
0
8
WASTE MGMT INC DEL COM
Stock
94106L109
2150
12881
SH
SOLE
1576
0
11305
WELLS FARGO CO NEW COM
Stock
949746101
649
13521
SH
SOLE
443
0
13078
WESTERN DIGITAL CORP. COM
Stock
958102105
5
75
SH
SOLE
0
0
75
WILLIAMS COS INC COM
Stock
969457100
15
583
SH
SOLE
0
0
583
WINMARK CORP COM
Stock
974250102
27
111
SH
SOLE
0
0
111
WISDOMTREE U.S. AI ENHANCED VALUE FUND
ETF
97717W406
169
1666
SH
SOLE
56
0
1610
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
ETF
97717X669
310
4702
SH
SOLE
275
0
4427
XYLEM INC COM
Stock
98419M100
538
4490
SH
SOLE
213
0
4277
ZILLOW GROUP INC CL A
Stock
98954M101
1
9
SH
SOLE
0
0
9