Safeguard Investment Advisory Group, LLC Incresed Positions 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
VNLA
Janus Henderson Short Duration

ETFs
15.4K
+ 331.68%
$48.74 - $49.2 $749K - $756K
20K $983K
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
VGT
Vanguard Information Technolog

ETFs
11
+ 0.42%
$470.37 - $663.28 $5.17K - $7.3K
2.65K $1.76M
BAC
Bank Of America Corp

Financial Services
427
+ 1.06%
$34.39 - $47.46 $14.7K - $20.3K
40.7K $1.92M
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
VFH
Vanguard Financial ETF

ETFs
41
+ 0.67%
$104.87 - $127.3 $4.3K - $5.22K
6.13K $779K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.18K
+ 6.18%
$46.77 - $47.89 $55K - $56.3K
20.2K $958K
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
GAB
Gabelli Equity Trust Inc

Financial Services
317
+ 2.22%
$4.97 - $5.87 $1.58K - $1.86K
14.6K $84K
MO
Altria Group, Inc.

Consumer Defensive
280
+ 3.71%
$55.56 - $60.91 $15.6K - $17.1K
7.82K $458K
WELL
Welltower Inc.

Real Estate
12
+ 0.46%
$136.49 - $155.22 $1.64K - $1.86K
2.62K $403K
Sila Realty Trust Inc
83
+ 0.69%
N/A
12.1K $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
35
+ 1.25%
$68.13 - $74.77 $2.38K - $2.62K
2.83K $206K
SPH
Suburban Propane Partners LP

Utilities
1.09K
+ 11.17%
$17.75 - $21.62 $19.4K - $23.7K
10.9K $201K
DUK
Duke Energy Corp

Utilities
19
+ 1.07%
$112.46 - $124.05 $2.14K - $2.36K
1.8K $212K
MCD
Mcdonalds Corp

Consumer Cyclical
79
+ 5.2%
$285.55 - $321.23 $22.6K - $25.4K
1.6K $466K
AEP
American Electric Power CO Inc

Utilities
37
+ 1.52%
$98.59 - $109.11 $3.65K - $4.04K
2.47K $256K
VZ
Verizon Communications Inc

Communication Services
116
+ 1.4%
$41.67 - $45.62 $4.83K - $5.29K
8.39K $363K
COP
Conocophillips

Energy
173
+ 8.22%
$82.66 - $106.1 $14.3K - $18.4K
2.28K $204K
XLE
Energy Sector Spdr

ETFs
194
+ 4.98%
$76.44 - $94.13 $14.8K - $18.3K
4.09K $346K
UNH
Unitedhealth Group Inc

Healthcare
6
+ 0.19%
$274.35 - $599.47 $1.65K - $3.6K
3.08K $961K
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
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