Safeguard Investment Advisory Group, LLC Purchases in Q4 2024

Safeguard Investment Advisory Group, LLC

  • $364 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.43K
+ 1.62%
$481.22 - $538.17 $688K - $769K
89.4K $45.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
41.4K
+ 1.63%
$33.92 - $36.6 $1.4M - $1.51M
2.57M $89.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
80.9K
+ 2627.66%
$26.93 - $84.95 $2.18M - $6.87M
83.9K $2.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.84K
+ 3.15%
$567.81 - $607.81 $1.04M - $1.12M
60.3K $35.4M
AAPL
Apple Inc.

Technology
1.2K
+ 3.18%
$221.69 - $259.02 $265K - $310K
38.8K $9.72M
TSLA
Tesla, Inc.

Consumer Cyclical
374
+ 6.79%
$213.65 - $479.86 $79.9K - $179K
5.88K $2.38M
DUHP
Dimensional ETF Tr Dimensional

ETFs
31.8K
+ 2.25%
$33.62 - $35.69 $1.07M - $1.13M
1.45M $48.9M
AVGO
Broadcom Inc.

Technology
546
+ 5.94%
$159.67 - $250.0 $87.2K - $137K
9.74K $2.26M
DFSV
Dimensional ETF Tr Dimensional

ETFs
20.1K
+ 2.78%
$30.18 - $33.87 $606K - $680K
741K $22.8M
VGT
Vanguard Information Technolog

ETFs
742
+ 111.58%
$571.78 - $647.97 $424K - $481K
1.41K $874K
COST
Costco Wholesale Corp

Consumer Defensive
301
+ 22.38%
$873.59 - $994.69 $263K - $299K
1.65K $1.51M
AVUV
American Centy ETF Tr Avantis

ETFs
3.24K
New
$94.37 - $106.41 $305K - $344K
3.24K $312K
TMO
Thermo Fisher Scientific Inc.

Healthcare
422
New
$501.29 - $612.85 $212K - $259K
422 $219K
HON
Honeywell International Inc

Industrials
931
New
$202.84 - $236.0 $189K - $220K
931 $210K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
9.51K
New
$16.43 - $22.77 $156K - $217K
9.51K $209K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.85K
New
$71.75 - $75.11 $204K - $214K
2.85K $204K
RTX
Raytheon Technologies Corp

Industrials
1.76K
New
$114.45 - $127.21 $202K - $224K
1.76K $204K
TMUS
T Mobile Us, Inc.

Communication Services
911
New
$206.1 - $246.94 $188K - $225K
911 $201K
GOOGL
Alphabet Inc.

Communication Services
12
+ 0.16%
$161.86 - $196.66 $1.94K - $2.36K
7.52K $1.42M
V
Visa Inc.

Financial Services
67
+ 2.13%
$273.87 - $320.91 $18.3K - $21.5K
3.21K $1.01M
VTI
Vanguard Total Stock Market Et

ETFs
457
+ 32.23%
$280.04 - $302.45 $128K - $138K
1.88K $543K
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.38K
+ 12.06%
$46.75 - $47.8 $158K - $161K
31.4K $1.47M
GOOG
Alphabet Inc.

Communication Services
181
+ 4.27%
$163.08 - $198.16 $29.5K - $35.9K
4.42K $842K
BA
Boeing CO

Industrials
167
+ 4.28%
$138.14 - $180.72 $23.1K - $30.2K
4.07K $720K
JPM
Jpmorgan Chase & CO

Financial Services
119
+ 4.14%
$205.18 - $250.29 $24.4K - $29.8K
2.99K $716K
WFC
Wells Fargo & Company

Financial Services
137
+ 2.4%
$54.98 - $77.35 $7.53K - $10.6K
5.84K $410K
T
At&T Inc.

Communication Services
923
+ 1.31%
$21.22 - $23.88 $19.6K - $22K
71.5K $1.63M
IWY
Ishares Tr Russell 200 Growth

ETFs
108
+ 3.39%
$216.72 - $244.71 $23.4K - $26.4K
3.3K $775K
MA
Mastercard Inc

Financial Services
101
+ 15.83%
$491.3 - $536.15 $49.6K - $54.2K
739 $389K
META
Meta Platforms, Inc.

Communication Services
62
+ 2.93%
$554.08 - $632.68 $34.4K - $39.2K
2.18K $1.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
171
+ 10.4%
$442.29 - $483.08 $75.6K - $82.6K
1.82K $822K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2.66K
+ 2.14%
$57.38 - $61.11 $153K - $163K
127K $7.4M
ET
Energy Transfer LP

Energy
147
+ 1.23%
$16.05 - $19.86 $2.36K - $2.92K
12.1K $237K
VUG
Vanguard Growth ETF

ETFs
45
+ 5.94%
$378.79 - $428.11 $17K - $19.3K
802 $329K
VTV
Vanguard Value ETF

ETFs
272
+ 11.39%
$168.32 - $181.87 $45.8K - $49.5K
2.66K $450K
IGM
Ishares Expanded Tech Sector E

ETFs
3
+ 0.06%
$94.19 - $106.95 $283 - $321
4.8K $490K
MSFT
Microsoft Corp

Technology
251
+ 2.85%
$406.35 - $454.46 $102K - $114K
9.07K $3.82M
TQQQ
Proshares Ultrapro Qqq

ETFs
3
+ 0.07%
$69.42 - $93.29 $208 - $280
4.14K $327K
PG
Procter & Gamble CO

Consumer Defensive
254
+ 6.94%
$161.05 - $179.7 $40.9K - $45.6K
3.91K $656K
ROK
Rockwell Automation, Inc

Industrials
2
+ 0.17%
$264.65 - $302.92 $529 - $606
1.18K $337K
UNP
Union Pacific Corp

Industrials
157
+ 18.49%
$223.15 - $249.32 $35K - $39.1K
1.01K $229K
CVX
Chevron Corp

Energy
193
+ 3.65%
$141.15 - $162.53 $27.2K - $31.4K
5.49K $794K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
557
+ 2.43%
$47.65 - $48.6 $26.5K - $27.1K
23.5K $1.12M
GLD
Spdr Gold Trust

ETFs
37
+ 1.98%
$236.59 - $257.5 $8.75K - $9.53K
1.91K $461K
DE
Deere & CO

Industrials
7
+ 1.35%
$389.45 - $466.0 $2.73K - $3.26K
526 $222K
VO
Vanguard Mid Cap ETF

ETFs
18
+ 2.22%
$261.5 - $284.63 $4.71K - $5.12K
827 $218K
GAB
Gabelli Equity Trust Inc

Financial Services
316
+ 2.32%
$5.36 - $5.83 $1.69K - $1.84K
14K $75K
Sila Realty Trust Inc
12.4K
New
N/A
12.4K $0
WELL
Welltower Inc.

Real Estate
12
+ 0.46%
$123.11 - $139.3 $1.48K - $1.67K
2.6K $327K
Activity Summary
Buys All Purchases 64 New Holdings 9 Increased Positions 55 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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