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
HD
Home Depot, Inc.

Consumer Cyclical
572
+ 26.4%
$347.25 - $424.87 $199K - $243K
2.74K $1M
WFC
Wells Fargo & Company

Financial Services
2.07K
+ 35.37%
$66.78 - $81.42 $138K - $168K
7.9K $567K
TMO
Thermo Fisher Scientific Inc.

Healthcare
295
+ 69.91%
$497.6 - $606.74 $147K - $179K
717 $356K
CRM
Salesforce, Inc.

Technology
712
+ 79.29%
$268.36 - $359.95 $191K - $256K
1.61K $432K
SGOL
Abrdn Gold ETF Trust

ETFs
657
+ 2.92%
$25.14 - $29.82 $16.5K - $19.6K
23.2K $691K
MA
Mastercard Inc

Financial Services
194
+ 26.25%
$504.67 - $576.31 $97.9K - $112K
933 $511K
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.08K
+ 6.64%
$46.74 - $47.55 $97.4K - $99.1K
33.5K $1.59M
PLTR
Palantir Technologies Inc.

Technology
834
+ 15.15%
$64.98 - $124.62 $54.2K - $104K
6.34K $535K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
204
+ 1.07%
$87.68 - $94.52 $17.9K - $19.3K
19.2K $1.8M
MU
Micron Technology Inc

Technology
1.11K
+ 24.12%
$86.89 - $109.38 $96.4K - $121K
5.71K $495K
TMUS
T Mobile Us, Inc.

Communication Services
219
+ 24.04%
$211.3 - $272.83 $46.3K - $59.7K
1.13K $301K
GE
General Electric CO

Industrials
151
+ 11.19%
$168.59 - $212.13 $25.5K - $32K
1.5K $300K
WELL
Welltower Inc.

Real Estate
12
+ 0.46%
$124.05 - $156.86 $1.49K - $1.88K
2.61K $400K
VZ
Verizon Communications Inc

Communication Services
631
+ 8.25%
$37.81 - $46.49 $23.9K - $29.3K
8.28K $375K
TTC
Toro CO

Industrials
1.22K
+ 45.19%
$71.86 - $87.28 $87.5K - $106K
3.91K $284K
MO
Altria Group, Inc.

Consumer Defensive
88
+ 1.18%
$50.81 - $60.02 $4.47K - $5.28K
7.54K $452K
NOK
Nokia Corp

Technology
12.1K
New
$4.43 - $5.42 $53.7K - $65.6K
12.1K $63K
AMD
Advanced Micro Devices Inc

Technology
1.4K
+ 30.66%
$96.63 - $129.55 $135K - $181K
5.95K $610K
ETN
Eaton Corp PLC

Industrials
372
+ 47.69%
$271.83 - $371.23 $101K - $138K
1.15K $313K
VO
Vanguard Mid Cap ETF

ETFs
228
+ 27.57%
$251.87 - $277.95 $57.4K - $63.4K
1.06K $272K
XLF
Financial Sector Spdr

ETFs
878
+ 18.3%
$47.32 - $52.19 $41.5K - $45.8K
5.68K $282K
AEP
American Electric Power CO Inc

Utilities
21
+ 0.87%
$90.32 - $109.27 $1.9K - $2.29K
2.44K $266K
IVE
Ishares S&P 500 Value ETF

ETFs
214
+ 13.69%
$185.78 - $198.58 $39.8K - $42.5K
1.78K $338K
RTX
Raytheon Technologies Corp

Industrials
67
+ 3.8%
$114.1 - $135.66 $7.64K - $9.09K
1.83K $242K
SRE
Sempra Energy

Utilities
2.09K
+ 27.75%
$67.85 - $87.67 $142K - $183K
9.64K $687K
XEL
Xcel Energy Inc

Utilities
15
+ 0.24%
$63.37 - $72.1 $951 - $1.08K
6.27K $443K
MIST
Milestone Pharmaceuticals Inc.

Healthcare
25K
New
$0.8 - $2.41 $20K - $60.4K
25K $20K
VFH
Vanguard Financial ETF

ETFs
20
+ 0.33%
$114.07 - $127.34 $2.28K - $2.55K
6.09K $726K
QCOM
Qualcomm Inc

Technology
53
+ 1.96%
$151.94 - $175.86 $8.05K - $9.32K
2.76K $423K
BPT
Bp Prudhoe Bay Royalty Trust

Energy
15.6K
New
$0.46 - $0.77 $7.18K - $12K
15.6K $8K
F
Ford Motor CO

Consumer Cyclical
327
+ 2.97%
$9.12 - $10.43 $2.98K - $3.41K
11.3K $113K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
4.35K
+ 45.76%
$14.67 - $22.01 $63.8K - $95.8K
13.9K $213K
GAB
Gabelli Equity Trust Inc

Financial Services
314
+ 2.25%
$5.36 - $5.67 $1.68K - $1.78K
14.3K $78K
IWS
Ishares Russell Midcap Value E

ETFs
54
+ 3.35%
$122.59 - $135.24 $6.62K - $7.3K
1.67K $210K
Dimensional ETF Trust
735
+ 21.97%
N/A
4.08K $0
ET
Energy Transfer LP

Energy
187
+ 1.54%
$17.26 - $21.08 $3.23K - $3.94K
12.3K $229K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
158
+ 4.49%
$77.91 - $92.26 $12.3K - $14.6K
3.68K $292K
BAC
Bank Of America Corp

Financial Services
1.61K
+ 4.15%
$39.61 - $47.74 $63.6K - $76.6K
40.2K $1.68M
BA
Boeing CO

Industrials
5
+ 0.12%
$148.15 - $186.25 $741 - $931
4.07K $694K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.12%
$369.1 - $427.61 $369 - $428
803 $297K
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.08%
$255.29 - $303.75 $255 - $304
1.18K $305K
IGM
Ishares Expanded Tech Sector E

ETFs
1
+ 0.02%
$90.67 - $108.46 $90.7 - $108
4.8K $435K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.07%
$360.07 - $417.26 $360 - $417
1.36K $491K
AVGO
Broadcom Inc.

Technology
3.26K
+ 33.48%
$167.43 - $244.7 $546K - $798K
13K $2.18M
GOOG
Alphabet Inc.

Communication Services
205
+ 4.63%
$156.06 - $207.71 $32K - $42.6K
4.63K $723K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
567
+ 2.29%
$192.82 - $222.1 $109K - $126K
25.4K $4.9M
SWKS
Skyworks Solutions, Inc.

Technology
132
+ 0.89%
$64.12 - $93.96 $8.46K - $12.4K
15K $970K
AAPL
Apple Inc.

Technology
3.34K
+ 8.6%
$209.68 - $247.1 $700K - $825K
42.1K $9.36M
TSLA
Tesla, Inc.

Consumer Cyclical
1.04K
+ 17.64%
$222.15 - $428.22 $231K - $444K
6.92K $1.79M
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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