Safeguard Financial, LLC Incresed Positions in Q3 2024

Safeguard Financial, LLC

  • $422 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
66.7K
+ 12.16%
$159.75 - $174.57 $10.7M - $11.6M
615K $107M
VUG
Vanguard Growth ETF

ETFs
21.7K
+ 7.66%
$341.08 - $391.94 $7.41M - $8.51M
305K $117M
SCHG
Schwab Strategic Tr Us Large C

ETFs
33.6K
+ 30.3%
$92.63 - $105.69 $3.11M - $3.55M
145K $15.1M
VBR
Vanguard Small Cap Value ETF

ETFs
9.4K
+ 8.66%
$179.99 - $201.6 $1.69M - $1.9M
118K $23.7M
IEFA
Ishares Tr

ETFs
32.1K
+ 12.9%
$70.09 - $78.74 $2.25M - $2.53M
281K $21.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.1K
+ 5.33%
$240.48 - $267.94 $746K - $831K
61.3K $16.4M
VEA
Vanguard Ftse Developed Market

ETFs
17.6K
+ 8.72%
$47.6 - $53.31 $839K - $940K
220K $11.6M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
39.9K
+ 63.29%
$23.75 - $23.75 $947K - $947K
103K $2.44M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
32.1K
+ 52.58%
$23.63 - $24.42 $757K - $783K
93K $2.27M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
31.8K
+ 35.11%
$24.78 - $25.11 $787K - $798K
122K $3.07M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
28.1K
+ 45.71%
$25.04 - $25.21 $703K - $707K
89.4K $2.26M
IVV
Ishares Core S&P 500 ETF

ETFs
1.15K
+ 114.29%
$520.18 - $576.82 $599K - $664K
2.16K $1.25M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
21.7K
+ 46.06%
$24.62 - $25.59 $534K - $555K
68.7K $1.76M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.57K
+ 4.68%
$46.9 - $51.96 $167K - $185K
79.8K $4.11M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
16K
+ 50.2%
$22.51 - $23.57 $361K - $378K
48K $1.13M
NVDA
Nvidia Corp

Technology
3.11K
+ 22.96%
$98.91 - $134.91 $307K - $419K
16.6K $2.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
644
+ 24.84%
$434.77 - $502.96 $280K - $324K
3.24K $1.58M
IBDV
Ishares Tr

Technology
14.5K
+ 106.5%
$21.11 - $22.24 $306K - $323K
28.1K $623K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.22K
+ 25.76%
$36.98 - $41.55 $230K - $258K
30.3K $1.25M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.06K
+ 11.78%
$77.02 - $85.06 $158K - $175K
19.5K $1.65M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
129
+ 1.67%
$475.2 - $527.7 $61.3K - $68.1K
7.84K $4.14M
MSFT
Microsoft Corp

Technology
845
+ 11.65%
$395.15 - $467.56 $334K - $395K
8.1K $3.48M
XLK
Technology Sector Spdr

ETFs
947
+ 60.17%
$197.34 - $237.68 $187K - $225K
2.52K $569K
XLI
Industrial Sector Spdr

ETFs
1.17K
+ 31.69%
$120.56 - $135.44 $142K - $159K
4.88K $660K
SPY
Spdr S&P 500 ETF Trust

ETFs
166
+ 4.55%
$517.38 - $573.86 $85.9K - $95.3K
3.81K $2.19M
GOOGL
Alphabet Inc.

Communication Services
1.59K
+ 38.25%
$148.65 - $191.18 $237K - $304K
5.75K $953K
WMT
Walmart Inc.

Consumer Defensive
1.7K
+ 39.76%
$66.91 - $81.4 $114K - $138K
5.98K $482K
VGT
Vanguard Information Technolog

ETFs
292
+ 15.38%
$514.43 - $606.85 $150K - $177K
2.19K $1.29M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.41K
+ 36.08%
$57.32 - $62.65 $138K - $151K
9.09K $566K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
111
+ 4.78%
$405.19 - $478.57 $45K - $53.1K
2.43K $1.12M
VNQ
Vanguard Specialized Funds Van

ETFs
1.27K
+ 42.38%
$82.97 - $98.97 $105K - $125K
4.25K $414K
META
Meta Platforms, Inc.

Communication Services
230
+ 51.92%
$453.41 - $572.44 $104K - $132K
673 $385K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
109
+ 0.25%
$36.02 - $41.68 $3.93K - $4.54K
43.6K $1.8M
JPM
Jpmorgan Chase & CO

Financial Services
600
+ 17.55%
$194.9 - $224.8 $117K - $135K
4.02K $847K
AVGO
Broadcom Inc.

Technology
2.69K
+ 1213.51%
$136.27 - $1745.86 $367K - $4.7M
2.92K $503K
XOM
Exxon Mobil Corp

Energy
1.05K
+ 21.74%
$109.72 - $119.0 $115K - $124K
5.86K $686K
V
Visa Inc.

Financial Services
406
+ 39.04%
$253.74 - $291.56 $103K - $118K
1.45K $397K
PG
Procter & Gamble CO

Consumer Defensive
355
+ 5.14%
$160.76 - $177.82 $57.1K - $63.1K
7.27K $1.26M
NOC
Northrop Grumman Corp

Industrials
48
+ 5.0%
$423.73 - $533.14 $20.3K - $25.6K
1.01K $532K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.15K
+ 13.04%
$58.03 - $65.37 $66.7K - $75.2K
9.97K $645K
HD
Home Depot, Inc.

Consumer Cyclical
127
+ 13.05%
$333.64 - $405.2 $42.4K - $51.5K
1.1K $445K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
3.23K
+ 16.57%
$20.12 - $21.28 $64.9K - $68.6K
22.7K $481K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.05K
+ 9.06%
$42.72 - $47.0 $44.7K - $49.2K
12.6K $591K
MA
Mastercard Inc

Financial Services
96
+ 15.48%
$429.6 - $500.99 $41.2K - $48.1K
716 $353K
AMD
Advanced Micro Devices Inc

Technology
433
+ 32.29%
$128.67 - $183.96 $55.7K - $79.7K
1.77K $291K
VB
Vanguard Small Cap ETF

ETFs
19
+ 0.54%
$214.77 - $237.72 $4.08K - $4.52K
3.53K $838K
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 3.2%
$801.83 - $917.05 $20.8K - $23.8K
838 $742K
MRK
Merck & Co., Inc.

Healthcare
523
+ 28.03%
$111.15 - $128.97 $58.1K - $67.5K
2.39K $271K
MS
Morgan Stanley

Financial Services
215
+ 9.28%
$92.07 - $106.96 $19.8K - $23K
2.53K $264K
Activity Summary
Buys All Purchases 94 New Holdings 31 Increased Positions 63 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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