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
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
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
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
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
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.08%
$255.29 - $303.75 $255 - $304
1.18K $305K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.12%
$369.1 - $427.61 $369 - $428
803 $297K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.07%
$360.07 - $417.26 $360 - $417
1.36K $491K
IGM
Ishares Expanded Tech Sector E

ETFs
1
+ 0.02%
$90.67 - $108.46 $90.7 - $108
4.8K $435K
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
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.97K
+ 0.27%
$32.57 - $35.82 $129K - $142K
1.45M $48.1M
DFSV
Dimensional ETF Tr Dimensional

ETFs
9.48K
+ 1.28%
$27.56 - $32.1 $261K - $304K
750K $21.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
471
+ 0.53%
$468.34 - $539.52 $221K - $254K
89.9K $42.1M
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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