Safeguard Investment Advisory Group, LLC Incresed Positions 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
HD
Home Depot, Inc.

Consumer Cyclical
536
+ 33.65%
$333.64 - $405.2 $179K - $217K
2.13K $862K
META
Meta Platforms, Inc.

Communication Services
231
+ 12.25%
$453.41 - $572.44 $105K - $132K
2.12K $1.21M
MSFT
Microsoft Corp

Technology
827
+ 10.35%
$395.15 - $467.56 $327K - $387K
8.82K $3.79M
NVDA
Nvidia Corp

Technology
2.14K
+ 10.11%
$98.91 - $134.91 $212K - $289K
23.3K $2.83M
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
SRE
Sempra Energy

Utilities
2
+ 0.03%
$74.97 - $84.04 $150 - $168
7.62K $637K
IVV
Ishares Core S&P 500 ETF

ETFs
15
+ 1.34%
$520.18 - $576.82 $7.8K - $8.65K
1.14K $655K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
449
+ 2.0%
$47.7 - $48.54 $21.4K - $21.8K
22.9K $1.11M
CVX
Chevron Corp

Energy
548
+ 11.55%
$137.88 - $161.97 $75.6K - $88.8K
5.29K $779K
VTI
Vanguard Total Stock Market Et

ETFs
12
+ 0.85%
$255.18 - $283.2 $3.06K - $3.4K
1.42K $401K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
51
+ 1.69%
$77.02 - $85.06 $3.93K - $4.34K
3.08K $260K
IWY
Ishares Tr Russell 200 Growth

ETFs
3
+ 0.09%
$194.66 - $225.97 $584 - $678
3.19K $701K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.05%
$103.87 - $117.59 $104 - $118
1.94K $227K
ET
Energy Transfer LP

Energy
155
+ 1.31%
$15.43 - $16.44 $2.39K - $2.55K
12K $192K
Dimensional ETF Trust
57
+ 1.36%
N/A
4.26K $0
TQQQ
Proshares Ultrapro Qqq

ETFs
2
+ 0.05%
$53.19 - $84.93 $106 - $170
4.13K $299K
ROK
Rockwell Automation, Inc

Industrials
3
+ 0.26%
$248.27 - $294.37 $745 - $883
1.18K $316K
QCOM
Qualcomm Inc

Technology
227
+ 8.86%
$156.12 - $209.64 $35.4K - $47.6K
2.79K $474K
MU
Micron Technology Inc

Technology
215
+ 5.91%
$86.27 - $136.82 $18.5K - $29.4K
3.85K $399K
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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