Safeguard Investment Advisory Group, LLC Sells in Q2 2025

Safeguard Investment Advisory Group, LLC

  • $399 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.31K
- 3.12%
$172.42 - $223.89 $227K - $294K
40.8K $8.38M
VHT
Vanguard Health Care ETF

ETFs
-101
- 0.37%
$236.71 - $261.92 $23.9K - $26.5K
26.9K $6.68M
LLY
Eli Lilly & CO

Healthcare
-276
- 10.1%
$713.71 - $898.95 $197K - $248K
2.46K $1.91M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.14K
- 3.28%
$24.32 - $27.87 $101K - $115K
122K $3.24M
XOM
Exxon Mobil Corp

Energy
-1.36K
- 12.43%
$99.93 - $119.04 $136K - $162K
9.6K $1.03M
PG
Procter & Gamble CO

Consumer Defensive
-1.01K
- 18.44%
$157.66 - $172.39 $159K - $174K
4.46K $710K
SRE
Sempra Energy

Utilities
-3.19K
- 33.13%
$63.78 - $78.91 $204K - $252K
6.44K $488K
ABBV
Abb Vie Inc.

Healthcare
-663
- 24.72%
$170.16 - $206.27 $113K - $137K
2.02K $374K
V
Visa Inc.

Financial Services
-539
- 15.15%
$308.27 - $373.31 $166K - $201K
3.02K $1.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-27
- 0.94%
$483.48 - $539.8 $13.1K - $14.6K
2.84K $1.38M
CVX
Chevron Corp

Energy
-8
- 0.14%
$133.73 - $168.51 $1.07K - $1.35K
5.88K $841K
DIS
Walt Disney CO

Communication Services
-2.84K
- 33.09%
$81.72 - $124.01 $232K - $353K
5.75K $712K
PEP
Pepsico Inc

Consumer Defensive
-699
- 31.12%
$128.02 - $151.37 $89.5K - $106K
1.55K $204K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.44K
- 7.46%
$85.42 - $94.39 $123K - $135K
17.8K $1.67M
HD
Home Depot, Inc.

Consumer Cyclical
-300
- 10.95%
$335.24 - $380.78 $101K - $114K
2.44K $894K
CMF
Ishares California Muni Bond E

ETFs
-1.78K
- 9.88%
$54.52 - $56.7 $97.3K - $101K
16.3K $907K
GOOGL
Alphabet Inc.

Communication Services
-1.88K
- 16.88%
$144.7 - $178.6 $271K - $335K
9.24K $1.63M
GS
Goldman Sachs Group Inc

Financial Services
-260
- 42.83%
$462.22 - $707.75 $120K - $184K
347 $245K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-1.2K
- 5.18%
$47.05 - $50.22 $56.5K - $60.3K
22K $1.08M
MA
Mastercard Inc

Financial Services
-153
- 16.4%
$479.92 - $590.74 $73.4K - $90.4K
780 $438K
CRM
Salesforce, Inc.

Technology
-291
- 18.07%
$236.26 - $291.15 $68.8K - $84.7K
1.32K $359K
CSCO
Cisco Systems, Inc.

Technology
-2.03K
- 20.91%
$53.19 - $69.38 $108K - $141K
7.67K $531K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.42K
- 22.01%
$52.31 - $63.72 $74K - $90.2K
5.02K $319K
TTC
Toro CO

Industrials
-662
- 16.93%
$63.51 - $77.8 $42K - $51.5K
3.25K $229K
IVE
Ishares S&P 500 Value ETF

ETFs
-307
- 17.28%
$168.34 - $195.42 $51.7K - $60K
1.47K $287K
COST
Costco Wholesale Corp

Consumer Defensive
-124
- 6.69%
$908.13 - $1056.85 $113K - $131K
1.73K $1.71M
CSX
Csx Corp

Industrials
-2.13K
- 23.2%
$26.69 - $32.91 $56.7K - $70K
7.04K $229K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.47K
- 7.92%
$44.8 - $53.97 $65.7K - $79.1K
17K $919K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-376
- 2.88%
$10.68 - $12.73 $4.02K - $4.79K
12.7K $135K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.48K
- 10.66%
$53.65 - $67.02 $133K - $166K
20.8K $1.39M
VIG
Vanguard Dividend Appreciation

ETFs
-81
- 0.44%
N/A
18.4K $3.36M
DFAX
Dimensional ETF Tr
-4.12K
- 12.02%
$23.37 - $29.39 $96.2K - $121K
30.1K $884K
TIP
Ishares Tr Tips Bd ETF

ETFs
-35
- 0.56%
$107.93 - $110.97 $3.78K - $3.88K
6.24K $686K
QCOM
Qualcomm Inc

Technology
-145
- 5.26%
$124.66 - $159.48 $18.1K - $23.1K
2.61K $415K
UNP
Union Pacific Corp

Industrials
-4
- 0.4%
$208.27 - $238.46 $833 - $954
989 $227K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-372
- 10.12%
$70.44 - $86.87 $26.2K - $32.3K
3.3K $287K
T
At&T Inc.

Communication Services
-1.81K
- 2.44%
$26.33 - $28.94 $47.6K - $52.3K
72.3K $2.09M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-36
- 1.92%
$107.61 - $119.09 $3.87K - $4.29K
1.84K $217K
GLD
Spdr Gold Trust

ETFs
-104
- 5.49%
$273.71 - $316.29 $28.5K - $32.9K
1.79K $546K
Dimensional ETF Trust
-1.01K
- 24.77%
N/A
3.07K $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-245
- 2.14%
$7.69 - $11.46 $1.88K - $2.81K
11.2K $128K
MU
Micron Technology Inc

Technology
-1.61K
- 28.14%
$64.72 - $127.91 $104K - $205K
4.1K $505K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-189
- 0.16%
$41.1 - $42.37 $7.77K - $8.01K
118K $4.98M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-21
- 0.06%
$47.09 - $48.01 $989 - $1.01K
33.4K $1.61M
IWP
Ishares Russell Mid Cap Growth

ETFs
-150
- 7.81%
$104.34 - $138.68 $15.7K - $20.8K
1.77K $245K
VUG
Vanguard Growth ETF

ETFs
-44
- 5.48%
$329.49 - $438.4 $14.5K - $19.3K
759 $332K
WFC
Wells Fargo & Company

Financial Services
-328
- 4.15%
$60.98 - $80.12 $20K - $26.3K
7.58K $606K
ETN
Eaton Corp PLC

Industrials
-131
- 11.37%
$246.52 - $356.99 $32.3K - $46.8K
1.02K $364K
GE
General Electric CO

Industrials
-13
- 0.87%
$166.81 - $257.39 $2.17K - $3.35K
1.49K $382K
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
Track This Portfolio

Track Safeguard Investment Advisory Group, LLC Portfolio

Follow Safeguard Investment Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Safeguard Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safeguard Investment Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email