Safeguard Investment Advisory Group, LLC Incresed Positions in Q3 2025

Safeguard Investment Advisory Group, LLC

  • $401 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.74K
+ 4.27%
$202.38 - $256.87 $353K - $447K
42.6K $10.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.49K
+ 10.23%
$225.11 - $247.9 $561K - $618K
26.8K $6.63M
SCHG
Schwab Strategic Tr Us Large C

ETFs
17.2K
+ 76.29%
$28.92 - $32.19 $498K - $555K
39.8K $1.27M
UNH
Unitedhealth Group Inc

Healthcare
694
+ 22.51%
$237.77 - $353.61 $165K - $245K
3.78K $1.3M
GOOG
Alphabet Inc.

Communication Services
47
+ 1.02%
$175.16 - $255.24 $8.23K - $12K
4.67K $1.14M
MO
Altria Group, Inc.

Consumer Defensive
1.42K
+ 18.09%
$57.75 - $67.68 $81.7K - $95.8K
9.24K $610K
AMD
Advanced Micro Devices Inc

Technology
200
+ 4.01%
$134.8 - $184.42 $27K - $36.9K
5.19K $840K
SRE
Sempra Energy

Utilities
397
+ 6.16%
$74.14 - $89.98 $29.4K - $35.7K
6.84K $615K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
84
+ 5.11%
$224.68 - $282.71 $18.9K - $23.7K
1.73K $482K
TQQQ
Proshares Ultrapro Qqq

ETFs
2
+ 0.05%
$80.89 - $104.72 $162 - $209
4.14K $428K
GS
Goldman Sachs Group Inc

Financial Services
52
+ 14.99%
$696.56 - $806.32 $36.2K - $41.9K
399 $317K
MA
Mastercard Inc

Financial Services
113
+ 14.49%
$550.18 - $598.96 $62.2K - $67.7K
893 $507K
DFAX
Dimensional ETF Tr
103
+ 0.34%
$29.25 - $31.56 $3.01K - $3.25K
30.2K $948K
VZ
Verizon Communications Inc

Communication Services
1.34K
+ 15.95%
$40.84 - $45.06 $54.6K - $60.3K
9.73K $427K
LLY
Eli Lilly & CO

Healthcare
132
+ 5.37%
$625.65 - $812.69 $82.6K - $107K
2.59K $1.97M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.06K
+ 2.69%
$50.23 - $50.48 $53.3K - $53.6K
40.5K $2.04M
HSBC
Hsbc Holdings PLC

Financial Services
6
+ 0.13%
$60.27 - $70.98 $362 - $426
4.67K $331K
F
Ford Motor CO

Consumer Cyclical
2.89K
+ 25.4%
$10.82 - $12.09 $31.3K - $35K
14.3K $170K
IEFA
Ishares Tr

ETFs
409
+ 16.74%
$81.7 - $87.53 $33.4K - $35.8K
2.85K $249K
AEP
American Electric Power CO Inc

Utilities
189
+ 7.65%
$103.26 - $115.0 $19.5K - $21.7K
2.66K $299K
VUG
Vanguard Growth ETF

ETFs
16
+ 2.11%
$433.97 - $484.08 $6.94K - $7.75K
775 $371K
WFC
Wells Fargo & Company

Financial Services
75
+ 0.99%
$77.05 - $85.16 $5.78K - $6.39K
7.65K $641K
IBM
International Business Machines Corp

Technology
176
+ 11.4%
$234.77 - $292.47 $41.3K - $51.5K
1.72K $485K
PEP
Pepsico Inc

Consumer Defensive
117
+ 7.56%
$133.81 - $152.16 $15.7K - $17.8K
1.66K $233K
HWM
Howmet Aerospace Inc.

Industrials
78
+ 7.03%
$171.0 - $196.23 $13.3K - $15.3K
1.19K $233K
VNLA
Janus Henderson Short Duration

ETFs
499
+ 2.5%
$48.99 - $49.29 $24.4K - $24.6K
20.5K $1.01M
XLC
Select Sector Spdr Tr Communic

ETFs
30
+ 1.56%
$105.99 - $119.41 $3.18K - $3.58K
1.96K $231K
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.08%
$328.67 - $358.52 $329 - $359
1.19K $414K
XLU
Utilities Sector Spdr

ETFs
2
+ 0.06%
$81.14 - $87.32 $162 - $175
3.37K $293K
VIG
Vanguard Dividend Appreciation

ETFs
88
+ 0.48%
N/A
18.5K $3.37M
PFF
Ishares Trust Ishares Pfd And

ETFs
8
+ 0.12%
$30.67 - $32.13 $245 - $257
6.77K $213K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
14
+ 0.49%
$72.01 - $74.44 $1.01K - $1.04K
2.84K $208K
Ishares Bitcoin Trust ETF
408
+ 10.25%
N/A
4.39K $0
VDC
Vanguard Consumer Staples ETF

ETFs
56
+ 1.09%
$212.64 - $225.25 $11.9K - $12.6K
5.21K $1.11M
DE
Deere & CO

Industrials
6
+ 1.14%
$457.26 - $524.37 $2.74K - $3.15K
533 $243K
DIS
Walt Disney CO

Communication Services
186
+ 3.24%
$112.25 - $124.0 $20.9K - $23.1K
5.94K $679K
V
Visa Inc.

Financial Services
6
+ 0.2%
$332.09 - $358.86 $1.99K - $2.15K
3.03K $1.03M
CRM
Salesforce, Inc.

Technology
30
+ 2.27%
$231.66 - $273.65 $6.95K - $8.21K
1.35K $319K
Activity Summary
Buys All Purchases 55 New Holdings 16 Increased Positions 39 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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