Safeguard Investment Advisory Group, LLC New Holdings in Q1 2025

Safeguard Investment Advisory Group, LLC

  • $367 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.6K
New
$50.39 - $50.66 $734K - $738K
14.6K $737K
USFR
Wisdomtree Floating Rate Treas

ETFs
12.9K
New
$50.29 - $50.5 $648K - $650K
12.9K $648K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.36K
New
$51.45 - $58.51 $379K - $431K
7.36K $381K
XLE
Energy Sector Spdr

ETFs
3.89K
New
$85.7 - $93.96 $334K - $366K
3.89K $363K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.2K
New
$64.88 - $72.1 $337K - $375K
5.2K $341K
PEP
Pepsico Inc

Consumer Defensive
2.25K
New
$142.64 - $156.42 $320K - $351K
2.25K $336K
GS
Goldman Sachs Group Inc

Financial Services
607
New
$524.81 - $672.19 $319K - $408K
607 $331K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.25K
New
$56.17 - $59.71 $295K - $314K
5.25K $300K
MRK
Merck & Co., Inc.

Healthcare
3.3K
New
$83.01 - $101.02 $274K - $334K
3.3K $296K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.67K
New
$142.8 - $176.36 $238K - $294K
1.67K $287K
CSX
Csx Corp

Industrials
9.16K
New
$29.11 - $33.67 $267K - $309K
9.16K $269K
TJX
Tjx Companies Inc

Consumer Cyclical
2.04K
New
$112.81 - $126.16 $230K - $257K
2.04K $247K
C
Citigroup Inc

Financial Services
3.46K
New
$67.23 - $84.63 $232K - $293K
3.46K $245K
EXC
Exelon Corp

Utilities
4.98K
New
$37.3 - $46.08 $186K - $229K
4.98K $229K
VNLA
Janus Henderson Short Duration

ETFs
4.63K
New
$48.89 - $49.21 $226K - $228K
4.63K $227K
COP
Conocophillips

Energy
2.1K
New
$88.6 - $105.85 $186K - $223K
2.1K $220K
DUK
Duke Energy Corp

Utilities
1.78K
New
$105.87 - $121.97 $188K - $217K
1.78K $217K
SPGI
S&P Global Inc.

Financial Services
421
New
$478.26 - $543.77 $201K - $229K
421 $213K
IEX
Idex Corp

Industrials
1.17K
New
$178.23 - $224.31 $209K - $263K
1.17K $212K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.8K
New
$68.32 - $75.06 $191K - $210K
2.8K $208K
SPH
Suburban Propane Partners LP

Utilities
9.8K
New
$17.64 - $22.2 $173K - $217K
9.8K $205K
PFE
Pfizer Inc

Healthcare
7.9K
New
$25.01 - $27.13 $197K - $214K
7.9K $200K
NOK
Nokia Corp

Technology
12.1K
New
$4.43 - $5.42 $53.7K - $65.6K
12.1K $63K
MIST
Milestone Pharmaceuticals Inc.

Healthcare
25K
New
$0.8 - $2.41 $20K - $60.4K
25K $20K
BPT
Bp Prudhoe Bay Royalty Trust

Energy
15.6K
New
$0.46 - $0.77 $7.18K - $12K
15.6K $8K
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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