Safeguard Investment Advisory Group, LLC Incresed Positions in Q1 2025

Safeguard Investment Advisory Group, LLC

  • $367 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
42.5K
+ 50.64%
$27.01 - $28.54 $1.15M - $1.21M
126K $3.53M
NVDA
Nvidia Corp

Technology
13.4K
+ 57.6%
$106.98 - $149.43 $1.43M - $2M
36.7K $3.98M
MSFT
Microsoft Corp

Technology
3.06K
+ 33.79%
$375.39 - $447.2 $1.15M - $1.37M
12.1K $4.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.05K
+ 58.07%
$442.66 - $534.52 $467K - $563K
2.87K $1.53M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.73K
+ 14.64%
$507.05 - $563.67 $878K - $976K
13.6K $6.97M
VGT
Vanguard Information Technolog

ETFs
1.23K
+ 87.42%
$542.38 - $646.34 $667K - $795K
2.64K $1.43M
T
At&T Inc.

Communication Services
2.57K
+ 3.59%
$21.56 - $28.28 $55.3K - $72.6K
74.1K $2.1M
META
Meta Platforms, Inc.

Communication Services
840
+ 38.57%
$576.36 - $736.67 $484K - $619K
3.02K $1.74M
DIS
Walt Disney CO

Communication Services
4.68K
+ 119.52%
$96.87 - $114.0 $453K - $533K
8.59K $848K
VHT
Vanguard Health Care ETF

ETFs
453
+ 1.71%
$254.06 - $273.83 $115K - $124K
27K $7.15M
UNH
Unitedhealth Group Inc

Healthcare
584
+ 23.43%
$461.52 - $548.18 $270K - $320K
3.08K $1.61M
XOM
Exxon Mobil Corp

Energy
1.89K
+ 20.82%
$105.44 - $118.93 $199K - $225K
11K $1.3M
JPM
Jpmorgan Chase & CO

Financial Services
1.27K
+ 42.39%
$225.19 - $279.95 $286K - $355K
4.26K $1.04M
AMZN
Amazon Com Inc

Consumer Cyclical
4.14K
+ 25.03%
$190.26 - $242.06 $787K - $1M
20.7K $3.93M
GOOGL
Alphabet Inc.

Communication Services
3.59K
+ 47.7%
$154.33 - $206.19 $554K - $740K
11.1K $1.72M
PG
Procter & Gamble CO

Consumer Defensive
1.55K
+ 39.71%
$158.56 - $176.26 $246K - $274K
5.47K $931K
COST
Costco Wholesale Corp

Consumer Defensive
207
+ 12.58%
$890.62 - $1076.86 $184K - $223K
1.85K $1.75M
ABBV
Abb Vie Inc.

Healthcare
881
+ 48.92%
$169.2 - $216.66 $149K - $191K
2.68K $561K
V
Visa Inc.

Financial Services
349
+ 10.88%
$306.92 - $362.71 $107K - $127K
3.56K $1.25M
NFLX
Netflix Inc

Communication Services
183
+ 12.47%
$828.4 - $1058.6 $152K - $194K
1.65K $1.54M
AVUV
American Centy ETF Tr Avantis

ETFs
2.93K
+ 90.58%
$84.95 - $100.62 $249K - $295K
6.17K $537K
IVV
Ishares Core S&P 500 ETF

ETFs
448
+ 40.25%
$554.06 - $615.85 $248K - $276K
1.56K $877K
JNJ
Johnson & Johnson

Healthcare
879
+ 36.13%
$142.06 - $167.7 $125K - $147K
3.31K $549K
MCD
Mcdonalds Corp

Consumer Cyclical
543
+ 55.64%
$279.74 - $321.29 $152K - $174K
1.52K $474K
CSCO
Cisco Systems, Inc.

Technology
2.81K
+ 40.8%
$58.74 - $64.87 $165K - $182K
9.69K $598K
CVX
Chevron Corp

Energy
399
+ 7.27%
$146.71 - $167.97 $58.5K - $67K
5.88K $984K
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
PLTR
Palantir Technologies Inc.

Technology
834
+ 15.15%
$64.98 - $124.62 $54.2K - $104K
6.34K $535K
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.08K
+ 6.64%
$46.74 - $47.55 $97.4K - $99.1K
33.5K $1.59M
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
HON
Honeywell International Inc

Industrials
551
+ 59.18%
$202.75 - $226.52 $112K - $125K
1.48K $313K
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
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
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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