Safeguard Investment Advisory Group, LLC Purchases in Q1 2025

Safeguard Investment Advisory Group, LLC

  • $367 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
42.5K
+ 50.64%
$27.01 - $28.54 $1.15M - $1.21M
126K $3.53M
NVDA
Nvidia Corp

Technology
13.4K
+ 57.6%
$106.98 - $149.43 $1.43M - $2M
36.7K $3.98M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.6K
New
$50.39 - $50.66 $734K - $738K
14.6K $737K
MSFT
Microsoft Corp

Technology
3.06K
+ 33.79%
$375.39 - $447.2 $1.15M - $1.37M
12.1K $4.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.05K
+ 58.07%
$442.66 - $534.52 $467K - $563K
2.87K $1.53M
USFR
Wisdomtree Floating Rate Treas

ETFs
12.9K
New
$50.29 - $50.5 $648K - $650K
12.9K $648K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.73K
+ 14.64%
$507.05 - $563.67 $878K - $976K
13.6K $6.97M
VGT
Vanguard Information Technolog

ETFs
1.23K
+ 87.42%
$542.38 - $646.34 $667K - $795K
2.64K $1.43M
T
At&T Inc.

Communication Services
2.57K
+ 3.59%
$21.56 - $28.28 $55.3K - $72.6K
74.1K $2.1M
META
Meta Platforms, Inc.

Communication Services
840
+ 38.57%
$576.36 - $736.67 $484K - $619K
3.02K $1.74M
VHT
Vanguard Health Care ETF

ETFs
453
+ 1.71%
$254.06 - $273.83 $115K - $124K
27K $7.15M
LLY
Eli Lilly & CO

Healthcare
306
+ 12.61%
$725.72 - $929.72 $222K - $284K
2.73K $2.26M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.36K
New
$51.45 - $58.51 $379K - $431K
7.36K $381K
XLE
Energy Sector Spdr

ETFs
3.89K
New
$85.7 - $93.96 $334K - $366K
3.89K $363K
UNH
Unitedhealth Group Inc

Healthcare
584
+ 23.43%
$461.52 - $548.18 $270K - $320K
3.08K $1.61M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.2K
New
$64.88 - $72.1 $337K - $375K
5.2K $341K
PEP
Pepsico Inc

Consumer Defensive
2.25K
New
$142.64 - $156.42 $320K - $351K
2.25K $336K
GS
Goldman Sachs Group Inc

Financial Services
607
New
$524.81 - $672.19 $319K - $408K
607 $331K
JPM
Jpmorgan Chase & CO

Financial Services
1.27K
+ 42.39%
$225.19 - $279.95 $286K - $355K
4.26K $1.04M
XOM
Exxon Mobil Corp

Energy
1.89K
+ 20.82%
$105.44 - $118.93 $199K - $225K
11K $1.3M
AMZN
Amazon Com Inc

Consumer Cyclical
4.14K
+ 25.03%
$190.26 - $242.06 $787K - $1M
20.7K $3.93M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.25K
New
$56.17 - $59.71 $295K - $314K
5.25K $300K
MRK
Merck & Co., Inc.

Healthcare
3.3K
New
$83.01 - $101.02 $274K - $334K
3.3K $296K
GOOGL
Alphabet Inc.

Communication Services
3.59K
+ 47.7%
$154.33 - $206.19 $554K - $740K
11.1K $1.72M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.67K
New
$142.8 - $176.36 $238K - $294K
1.67K $287K
PG
Procter & Gamble CO

Consumer Defensive
1.55K
+ 39.71%
$158.56 - $176.26 $246K - $274K
5.47K $931K
AFL
Aflac Inc

Financial Services
2.43K
New
$100.99 - $111.19 $245K - $270K
2.43K $270K
CSX
Csx Corp

Industrials
9.16K
New
$29.11 - $33.67 $267K - $309K
9.16K $269K
TJX
Tjx Companies Inc

Consumer Cyclical
2.04K
New
$112.81 - $126.16 $230K - $257K
2.04K $247K
C
Citigroup Inc

Financial Services
3.46K
New
$67.23 - $84.63 $232K - $293K
3.46K $245K
COST
Costco Wholesale Corp

Consumer Defensive
207
+ 12.58%
$890.62 - $1076.86 $184K - $223K
1.85K $1.75M
ABBV
Abb Vie Inc.

Healthcare
881
+ 48.92%
$169.2 - $216.66 $149K - $191K
2.68K $561K
V
Visa Inc.

Financial Services
349
+ 10.88%
$306.92 - $362.71 $107K - $127K
3.56K $1.25M
NFLX
Netflix Inc

Communication Services
183
+ 12.47%
$828.4 - $1058.6 $152K - $194K
1.65K $1.54M
EXC
Exelon Corp

Utilities
4.98K
New
$37.3 - $46.08 $186K - $229K
4.98K $229K
VNLA
Janus Henderson Short Duration

ETFs
4.63K
New
$48.89 - $49.21 $226K - $228K
4.63K $227K
AVUV
American Centy ETF Tr Avantis

ETFs
2.93K
+ 90.58%
$84.95 - $100.62 $249K - $295K
6.17K $537K
IVV
Ishares Core S&P 500 ETF

ETFs
448
+ 40.25%
$554.06 - $615.85 $248K - $276K
1.56K $877K
COP
Conocophillips

Energy
2.1K
New
$88.6 - $105.85 $186K - $223K
2.1K $220K
DUK
Duke Energy Corp

Utilities
1.78K
New
$105.87 - $121.97 $188K - $217K
1.78K $217K
SPGI
S&P Global Inc.

Financial Services
421
New
$478.26 - $543.77 $201K - $229K
421 $213K
IEX
Idex Corp

Industrials
1.17K
New
$178.23 - $224.31 $209K - $263K
1.17K $212K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.8K
New
$68.32 - $75.06 $191K - $210K
2.8K $208K
SPH
Suburban Propane Partners LP

Utilities
9.8K
New
$17.64 - $22.2 $173K - $217K
9.8K $205K
PFE
Pfizer Inc

Healthcare
7.9K
New
$25.01 - $27.13 $197K - $214K
7.9K $200K
JNJ
Johnson & Johnson

Healthcare
879
+ 36.13%
$142.06 - $167.7 $125K - $147K
3.31K $549K
MCD
Mcdonalds Corp

Consumer Cyclical
543
+ 55.64%
$279.74 - $321.29 $152K - $174K
1.52K $474K
CSCO
Cisco Systems, Inc.

Technology
2.81K
+ 40.8%
$58.74 - $64.87 $165K - $182K
9.69K $598K
CVX
Chevron Corp

Energy
399
+ 7.27%
$146.71 - $167.97 $58.5K - $67K
5.88K $984K
Activity Summary
Buys All Purchases 103 New Holdings 26 Increased Positions 77 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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