Safeguard Investment Advisory Group, LLC Sells in Q4 2024

Safeguard Investment Advisory Group, LLC

  • $364 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.04K
- 13.77%
$88.59 - $94.57 $269K - $287K
19K $1.69M
AMD
Advanced Micro Devices Inc

Technology
-162
- 3.44%
$118.88 - $172.8 $19.3K - $28K
4.55K $549K
SWKS
Skyworks Solutions, Inc.

Technology
-688
- 4.42%
$83.18 - $99.15 $57.2K - $68.2K
14.9K $1.32M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-1.37K
- 5.35%
$48.5 - $53.31 $66.6K - $73.2K
24.3K $1.18M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.05K
- 13.04%
$106.33 - $110.69 $112K - $116K
7.02K $747K
SOXX
Ishares Semiconductor ETF

ETFs
-162
- 2.77%
$211.27 - $239.8 $34.2K - $38.8K
5.68K $1.22M
VIG
Vanguard Dividend Appreciation

ETFs
-636
- 3.29%
N/A
18.7K $3.41M
DFAX
Dimensional ETF Tr
-1.25K
- 3.26%
$24.76 - $27.04 $31K - $33.8K
37.1K $922K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-2.55K
- 20.68%
$21.0 - $23.52 $53.6K - $60K
9.79K $209K
CMF
Ishares California Muni Bond E

ETFs
-1.14K
- 5.71%
$56.66 - $58.1 $64.5K - $66.1K
18.8K $1.08M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.31K
- 6.54%
$54.54 - $61.04 $71.6K - $80.1K
18.8K $1.04M
QCOM
Qualcomm Inc

Technology
-88
- 3.15%
$150.4 - $178.04 $13.2K - $15.7K
2.7K $415K
JNJ
Johnson & Johnson

Healthcare
-60
- 2.41%
$143.34 - $165.86 $8.6K - $9.95K
2.43K $351K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-358
- 16.04%
$108.6 - $115.42 $38.9K - $41.3K
1.87K $204K
DIS
Walt Disney CO

Communication Services
-1.13K
- 22.45%
$92.39 - $117.6 $105K - $133K
3.91K $435K
VZ
Verizon Communications Inc

Communication Services
-248
- 3.14%
$39.6 - $45.21 $9.82K - $11.2K
7.64K $305K
ABBV
Abb Vie Inc.

Healthcare
-49
- 2.65%
$164.99 - $203.87 $8.08K - $9.99K
1.8K $320K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-674
- 9.27%
$63.58 - $71.15 $42.9K - $48K
6.6K $429K
ORCL
Oracle Corp

Technology
-201
- 10.24%
$165.41 - $192.43 $33.2K - $38.7K
1.76K $293K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.69K
- 20.97%
$45.39 - $62.98 $122K - $169K
10.1K $575K
GE
General Electric CO

Industrials
-9
- 0.66%
$159.95 - $194.23 $1.44K - $1.75K
1.35K $224K
MCD
Mcdonalds Corp

Consumer Cyclical
-54
- 5.24%
$288.47 - $316.54 $15.6K - $17.1K
976 $282K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.08K
- 4.4%
$61.52 - $66.5 $66.7K - $72.1K
23.6K $1.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-284
- 2.34%
$521.84 - $558.82 $148K - $159K
11.8K $6.38M
ETN
Eaton Corp PLC

Industrials
-18
- 2.26%
$326.96 - $377.52 $5.89K - $6.8K
780 $258K
IWS
Ishares Russell Midcap Value E

ETFs
-7
- 0.43%
$128.08 - $140.32 $897 - $982
1.61K $208K
SGOL
Abrdn Gold ETF Trust

ETFs
-97
- 0.43%
$24.46 - $26.62 $2.37K - $2.58K
22.5K $564K
Dimensional ETF Trust
-917
- 21.51%
N/A
3.35K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 2.02%
$570.51 - $610.59 $13.1K - $14K
1.11K $655K
MO
Altria Group, Inc.

Consumer Defensive
-13
- 0.17%
$49.06 - $57.74 $638 - $751
7.45K $389K
XLF
Financial Sector Spdr

ETFs
-115
- 2.34%
$44.89 - $51.34 $5.16K - $5.9K
4.8K $231K
HSBC
Hsbc Holdings PLC

Financial Services
-151
- 3.1%
$43.83 - $49.51 $6.62K - $7.48K
4.73K $233K
CSCO
Cisco Systems, Inc.

Technology
-456
- 6.21%
$52.45 - $60.02 $23.9K - $27.4K
6.88K $407K
IWP
Ishares Russell Mid Cap Growth

ETFs
-10
- 0.52%
$116.4 - $138.52 $1.16K - $1.39K
1.93K $244K
SRE
Sempra Energy

Utilities
-82
- 1.08%
$80.81 - $94.77 $6.63K - $7.77K
7.54K $661K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.06K
- 4.09%
$198.04 - $221.51 $210K - $234K
24.8K $5.22M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-114
- 0.97%
$7.33 - $12.37 $836 - $1.41K
11.6K $123K
CRM
Salesforce, Inc.

Technology
-38
- 4.06%
$270.87 - $367.87 $10.3K - $14K
898 $300K
VFH
Vanguard Financial ETF

ETFs
-15
- 0.25%
$108.87 - $126.2 $1.63K - $1.89K
6.07K $716K
WMT
Walmart Inc.

Consumer Defensive
-21
- 0.23%
$79.1 - $95.7 $1.66K - $2.01K
9.28K $838K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.07K
- 12.3%
$47.29 - $84.74 $50.6K - $90.7K
7.63K $568K
BAC
Bank Of America Corp

Financial Services
-414
- 1.06%
$39.22 - $47.77 $16.2K - $19.8K
38.6K $1.7M
NFLX
Netflix Inc

Communication Services
-23
- 1.54%
$687.65 - $936.56 $15.8K - $21.5K
1.47K $1.31M
NVDA
Nvidia Corp

Technology
-38
- 0.16%
$117.0 - $148.88 $4.45K - $5.66K
23.3K $3.13M
AMZN
Amazon Com Inc

Consumer Cyclical
-450
- 2.65%
$180.88 - $232.93 $81.4K - $105K
16.5K $3.62M
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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