Safeguard Investment Advisory Group, LLC Purchases in Q3 2024

Safeguard Investment Advisory Group, LLC

  • $350 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
102K
+ 4.19%
$31.05 - $34.29 $3.16M - $3.49M
2.53M $86.9M
DUHP
Dimensional ETF Tr Dimensional

ETFs
45.8K
+ 3.35%
$30.74 - $34.07 $1.41M - $1.56M
1.41M $48.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.28K
+ 5.94%
$517.38 - $573.86 $1.7M - $1.88M
58.5K $33.6M
DFSV
Dimensional ETF Tr Dimensional

ETFs
57K
+ 8.59%
$28.25 - $31.7 $1.61M - $1.81M
721K $22.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
369
+ 0.42%
$434.77 - $502.96 $160K - $186K
88K $42.9M
VHT
Vanguard Health Care ETF

ETFs
958
+ 3.9%
$261.88 - $288.1 $251K - $276K
25.6K $7.21M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.61K
+ 3.85%
$54.38 - $59.77 $250K - $275K
124K $7.35M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
8.26K
+ 7.46%
$41.34 - $43.55 $341K - $360K
119K $5.14M
CSCO
Cisco Systems, Inc.

Technology
7.34K
New
$44.74 - $53.22 $328K - $391K
7.34K $390K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4.39K
New
$81.1 - $89.18 $356K - $392K
4.39K $385K
HD
Home Depot, Inc.

Consumer Cyclical
536
+ 33.65%
$333.64 - $405.2 $179K - $217K
2.13K $862K
MCD
Mcdonalds Corp

Consumer Cyclical
1.03K
New
$245.82 - $304.51 $253K - $314K
1.03K $313K
IVE
Ishares S&P 500 Value ETF

ETFs
1.56K
New
$181.06 - $197.17 $283K - $308K
1.56K $307K
META
Meta Platforms, Inc.

Communication Services
231
+ 12.25%
$453.41 - $572.44 $105K - $132K
2.12K $1.21M
CRM
Salesforce, Inc.

Technology
936
New
$238.42 - $276.53 $223K - $259K
936 $256K
IWF
Ishares Russell 1000 Gr ETF

ETFs
644
+ 89.94%
$332.02 - $382.76 $214K - $246K
1.36K $510K
MSFT
Microsoft Corp

Technology
827
+ 10.35%
$395.15 - $467.56 $327K - $387K
8.82K $3.79M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
3.08K
New
$64.53 - $72.17 $199K - $222K
3.08K $222K
PFE
Pfizer Inc

Healthcare
7.63K
New
$27.7 - $31.39 $211K - $240K
7.63K $220K
DE
Deere & CO

Industrials
519
New
$344.84 - $418.0 $179K - $217K
519 $216K
NVDA
Nvidia Corp

Technology
2.14K
+ 10.11%
$98.91 - $134.91 $212K - $289K
23.3K $2.83M
PKG
Packaging Corp Of America

Consumer Cyclical
1K
New
$176.32 - $215.7 $176K - $216K
1K $215K
IWS
Ishares Russell Midcap Value E

ETFs
1.62K
New
$119.52 - $132.25 $194K - $214K
1.62K $214K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
755
New
$256.4 - $289.78 $194K - $219K
755 $214K
VO
Vanguard Mid Cap ETF

ETFs
809
New
$237.84 - $263.83 $192K - $213K
809 $213K
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.41K
New
$75.81 - $88.73 $182K - $213K
2.41K $212K
UNP
Union Pacific Corp

Industrials
849
New
$221.78 - $256.09 $188K - $217K
849 $209K
PEP
Pepsico Inc

Consumer Defensive
1.23K
New
$161.9 - $179.3 $199K - $220K
1.23K $208K
DUK
Duke Energy Corp

Utilities
1.78K
New
$99.35 - $117.71 $177K - $210K
1.78K $205K
MRK
Merck & Co., Inc.

Healthcare
1.81K
New
$111.15 - $128.97 $201K - $233K
1.81K $205K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.08K
New
$173.36 - $189.8 $187K - $205K
1.08K $204K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
248
+ 17.77%
$405.19 - $478.57 $100K - $119K
1.64K $756K
VGT
Vanguard Information Technolog

ETFs
300
+ 82.19%
$514.43 - $606.85 $154K - $182K
665 $390K
PG
Procter & Gamble CO

Consumer Defensive
877
+ 31.52%
$160.76 - $177.82 $141K - $156K
3.66K $633K
AVGO
Broadcom Inc.

Technology
8.31K
+ 940.88%
$136.27 - $1745.86 $1.13M - $14.5M
9.19K $1.59M
JPM
Jpmorgan Chase & CO

Financial Services
634
+ 28.33%
$194.9 - $224.8 $124K - $143K
2.87K $605K
JNJ
Johnson & Johnson

Healthcare
732
+ 41.57%
$145.48 - $167.38 $106K - $123K
2.49K $404K
XOM
Exxon Mobil Corp

Energy
1.1K
+ 14.34%
$109.72 - $119.0 $121K - $131K
8.77K $1.03M
ABBV
Abb Vie Inc.

Healthcare
543
+ 41.55%
$163.84 - $199.33 $89K - $108K
1.85K $365K
WMT
Walmart Inc.

Consumer Defensive
186
+ 2.04%
$66.91 - $81.4 $12.4K - $15.1K
9.3K $751K
V
Visa Inc.

Financial Services
359
+ 12.9%
$253.74 - $291.56 $91.1K - $105K
3.14K $863K
GOOGL
Alphabet Inc.

Communication Services
1.21K
+ 19.19%
$148.65 - $191.18 $180K - $231K
7.51K $1.25M
AMD
Advanced Micro Devices Inc

Technology
539
+ 12.92%
$128.67 - $183.96 $69.4K - $99.2K
4.71K $773K
ORCL
Oracle Corp

Technology
239
+ 13.87%
$125.9 - $170.35 $30.1K - $40.7K
1.96K $334K
VZ
Verizon Communications Inc

Communication Services
1.39K
+ 21.36%
$38.89 - $45.0 $54K - $62.5K
7.89K $354K
WFC
Wells Fargo & Company

Financial Services
1.6K
+ 38.9%
$51.58 - $60.97 $82.4K - $97.4K
5.7K $321K
MO
Altria Group, Inc.

Consumer Defensive
515
+ 7.41%
$45.95 - $54.71 $23.7K - $28.2K
7.47K $381K
WELL
Welltower Inc.

Real Estate
15
+ 0.58%
$104.0 - $129.74 $1.56K - $1.95K
2.59K $331K
DFAX
Dimensional ETF Tr
48
+ 0.13%
$24.29 - $27.25 $1.17K - $1.31K
38.4K $1.04M
Activity Summary
Buys All Purchases 64 New Holdings 19 Increased Positions 45 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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