Safeguard Investment Advisory Group, LLC Purchases in Q2 2025

Safeguard Investment Advisory Group, LLC

  • $399 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.63K
+ 2.71%
$496.48 - $617.85 $811K - $1.01M
62K $38.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
37K
+ 253.66%
$50.36 - $50.68 $1.86M - $1.87M
51.5K $2.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.38K
+ 10.14%
$456.74 - $568.03 $628K - $781K
14.9K $8.49M
USFR
Wisdomtree Floating Rate Treas

ETFs
26.6K
+ 206.23%
$50.28 - $50.47 $1.34M - $1.34M
39.4K $1.98M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
20.1K
+ 273.56%
$45.88 - $54.4 $924K - $1.1M
27.5K $1.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.6K
New
$72.02 - $73.82 $981K - $1.01M
13.6K $1M
VNLA
Janus Henderson Short Duration

ETFs
15.4K
+ 331.68%
$48.74 - $49.2 $749K - $756K
20K $983K
SCHG
Schwab Strategic Tr Us Large C

ETFs
22.6K
New
$22.27 - $29.21 $503K - $660K
22.6K $659K
DGRO
Ishares Core Dividend Growth E

ETFs
9.39K
New
$55.22 - $63.94 $519K - $601K
9.39K $600K
PLTR
Palantir Technologies Inc.

Technology
1.68K
+ 26.44%
$74.01 - $144.25 $124K - $242K
8.02K $1.09M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.64K
+ 145.44%
$51.14 - $57.0 $391K - $435K
12.9K $732K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.64K
New
$141.37 - $228.57 $232K - $376K
1.64K $372K
VGT
Vanguard Information Technolog

ETFs
11
+ 0.42%
$470.37 - $663.28 $5.17K - $7.3K
2.65K $1.76M
WDC
Western Digital Corp

Technology
4.88K
New
$30.54 - $63.99 $149K - $312K
4.88K $312K
XLU
Utilities Sector Spdr

ETFs
3.37K
New
$73.09 - $82.77 $246K - $279K
3.37K $274K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.41K
New
$152.42 - $182.82 $214K - $257K
1.41K $257K
CAT
Caterpillar Inc

Industrials
636
New
$273.94 - $388.21 $174K - $247K
636 $246K
BAC
Bank Of America Corp

Financial Services
427
+ 1.06%
$34.39 - $47.46 $14.7K - $20.3K
40.7K $1.92M
IWM
Ishares Russell 2000 ETF

ETFs
1.13K
New
$174.82 - $215.79 $197K - $243K
1.13K $242K
XLC
Select Sector Spdr Tr Communic

ETFs
1.93K
New
$86.13 - $108.53 $166K - $209K
1.93K $209K
BA
Boeing CO

Industrials
236
+ 5.79%
$136.59 - $217.51 $32.2K - $51.3K
4.31K $903K
SBUX
Starbucks Corp

Consumer Cyclical
2.27K
New
$79.69 - $99.41 $181K - $226K
2.27K $208K
PFF
Ishares Trust Ishares Pfd And

ETFs
6.76K
New
$29.0 - $30.68 $196K - $207K
6.76K $207K
HWM
Howmet Aerospace Inc.

Industrials
1.11K
New
$112.33 - $186.13 $125K - $207K
1.11K $206K
IEFA
Ishares Tr

ETFs
2.44K
New
$67.83 - $84.09 $166K - $205K
2.44K $203K
ORCL
Oracle Corp

Technology
252
+ 14.68%
$122.82 - $218.63 $31K - $55.1K
1.97K $430K
WMT
Walmart Inc.

Consumer Defensive
1.07K
+ 12.66%
$81.79 - $99.98 $87.4K - $107K
9.51K $930K
SWKS
Skyworks Solutions, Inc.

Technology
146
+ 0.97%
$49.2 - $74.95 $7.18K - $10.9K
15.2K $1.13M
VTI
Vanguard Total Stock Market Et

ETFs
336
+ 18.15%
$243.75 - $303.93 $81.9K - $102K
2.19K $664K
IWY
Ishares Tr Russell 200 Growth

ETFs
95
+ 2.9%
$187.5 - $246.51 $17.8K - $23.4K
3.38K $831K
TQQQ
Proshares Ultrapro Qqq

ETFs
3
+ 0.07%
$38.9 - $83.0 $117 - $249
4.14K $343K
IGM
Ishares Expanded Tech Sector E

ETFs
2
+ 0.04%
$79.8 - $112.34 $160 - $225
4.8K $539K
HON
Honeywell International Inc

Industrials
263
+ 17.75%
$182.86 - $232.88 $48.1K - $61.2K
1.75K $406K
ROK
Rockwell Automation, Inc

Industrials
4
+ 0.34%
$218.97 - $332.17 $876 - $1.33K
1.19K $393K
VDC
Vanguard Consumer Staples ETF

ETFs
315
+ 6.51%
$204.89 - $224.73 $64.5K - $70.8K
5.15K $1.13M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
444
+ 8.54%
$58.41 - $72.69 $25.9K - $32.3K
5.64K $410K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.18K
+ 6.18%
$46.77 - $47.89 $55K - $56.3K
20.2K $958K
VFH
Vanguard Financial ETF

ETFs
41
+ 0.67%
$104.87 - $127.3 $4.3K - $5.22K
6.13K $779K
RTX
Raytheon Technologies Corp

Industrials
169
+ 9.23%
$113.75 - $148.48 $19.2K - $25.1K
2K $291K
AVUV
American Centy ETF Tr Avantis

ETFs
187
+ 3.03%
$75.17 - $91.21 $14.1K - $17.1K
6.36K $579K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
640
+ 4.62%
$12.82 - $18.15 $8.2K - $11.6K
14.5K $243K
IWS
Ishares Russell Midcap Value E

ETFs
146
+ 8.75%
$110.58 - $132.14 $16.1K - $19.3K
1.81K $239K
XLF
Financial Sector Spdr

ETFs
231
+ 4.07%
$43.92 - $52.37 $10.1K - $12.1K
5.91K $309K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.09%
$228.54 - $279.83 $229 - $280
1.06K $295K
HSBC
Hsbc Holdings PLC

Financial Services
103
+ 2.26%
$46.68 - $61.09 $4.81K - $6.29K
4.66K $283K
DE
Deere & CO

Industrials
2
+ 0.38%
$412.99 - $531.48 $826 - $1.06K
527 $267K
ET
Energy Transfer LP

Energy
1.02K
+ 8.28%
$15.65 - $18.93 $16K - $19.3K
13.3K $241K
F
Ford Motor CO

Consumer Cyclical
66
+ 0.58%
$8.69 - $10.85 $574 - $716
11.4K $123K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
93
+ 1.54%
$38.18 - $45.52 $3.55K - $4.23K
6.12K $267K
Activity Summary
Buys All Purchases 64 New Holdings 16 Increased Positions 48 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Safeguard Investment Advisory Group, LLC Portfolio

Follow Safeguard Investment Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Safeguard Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safeguard Investment Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email