Safeguard Investment Advisory Group, LLC Sells in Q3 2024

Safeguard Investment Advisory Group, LLC

  • $350 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-11.7K
- 31.36%
$48.89 - $54.14 $573K - $635K
25.7K $1.37M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-10.4K
- 44.75%
$39.47 - $49.4 $410K - $513K
12.8K $609K
AMZN
Amazon Com Inc

Consumer Cyclical
-875
- 4.9%
$161.02 - $200.0 $141K - $175K
17K $3.16M
VIG
Vanguard Dividend Appreciation

ETFs
-813
- 4.04%
$182.15 - $182.15 $148K - $148K
19.3K $3.52M
SWKS
Skyworks Solutions, Inc.

Technology
-310
- 1.95%
$96.22 - $120.68 $29.8K - $37.4K
15.6K $1.54M
GOOG
Alphabet Inc.

Communication Services
-423
- 9.07%
$149.54 - $192.66 $63.3K - $81.5K
4.24K $709K
BA
Boeing CO

Industrials
-27
- 0.69%
$152.04 - $190.6 $4.11K - $5.15K
3.9K $593K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-2.95K
- 9.53%
$47.0 - $47.84 $139K - $141K
28K $1.34M
SOXX
Ishares Semiconductor ETF

ETFs
-82
- 1.39%
$199.29 - $265.49 $16.3K - $21.8K
5.84K $1.35M
XLE
Energy Sector Spdr

ETFs
-957
- 29.46%
$84.35 - $93.39 $80.7K - $89.4K
2.29K $201K
BAC
Bank Of America Corp

Financial Services
-2.21K
- 5.35%
$36.65 - $44.13 $81K - $97.5K
39.1K $1.55M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.13K
- 12.26%
$105.92 - $110.83 $119K - $125K
8.07K $891K
TTC
Toro CO

Industrials
-748
- 21.8%
$81.82 - $99.44 $61.2K - $74.4K
2.68K $232K
WDC
Western Digital Corp

Technology
-577
- 14.96%
$56.25 - $80.24 $32.5K - $46.3K
3.28K $224K
F
Ford Motor CO

Consumer Cyclical
-2.21K
- 16.87%
$9.71 - $14.55 $21.4K - $32.1K
10.9K $114K
CMF
Ishares California Muni Bond E

ETFs
-859
- 4.13%
$56.65 - $58.17 $48.7K - $50K
19.9K $1.16M
COP
Conocophillips

Energy
-30
- 1.43%
$102.3 - $116.61 $3.07K - $3.5K
2.08K $218K
DIS
Walt Disney CO

Communication Services
-43
- 0.84%
$85.6 - $98.61 $3.68K - $4.24K
5.05K $485K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-1.37K
- 10.0%
$21.9 - $24.73 $30K - $33.9K
12.3K $292K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-262
- 10.51%
$104.5 - $114.97 $27.4K - $30.1K
2.23K $255K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.68K
- 12.5%
$6.71 - $8.78 $11.3K - $14.8K
11.8K $96K
ETN
Eaton Corp PLC

Industrials
-56
- 6.56%
$272.52 - $333.02 $15.3K - $18.6K
798 $264K
VUG
Vanguard Growth ETF

ETFs
-22
- 2.82%
$341.08 - $391.94 $7.5K - $8.62K
757 $290K
IGM
Ishares Expanded Tech Sector E

ETFs
-80
- 1.64%
$84.03 - $98.62 $6.72K - $7.89K
4.8K $460K
GAB
Gabelli Equity Trust Inc

Financial Services
-181
- 1.31%
$5.15 - $5.6 $932 - $1.01K
13.6K $74K
HSBC
Hsbc Holdings PLC

Financial Services
-1
- 0.02%
$40.42 - $45.91 $40.4 - $45.9
4.88K $220K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.22K
- 4.7%
$56.04 - $62.2 $68.2K - $75.7K
24.7K $1.53M
XLF
Financial Sector Spdr

ETFs
-221
- 4.3%
$40.84 - $45.74 $9.03K - $10.1K
4.91K $222K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-359
- 4.7%
$59.25 - $65.33 $21.3K - $23.5K
7.27K $471K
NFLX
Netflix Inc

Communication Services
-49
- 3.18%
$598.55 - $722.26 $29.3K - $35.4K
1.49K $1.06M
STX
Seagate Technology Holdings PLC

Technology
-30
- 0.76%
$92.1 - $110.76 $2.76K - $3.32K
3.91K $428K
VTV
Vanguard Value ETF

ETFs
-68
- 2.77%
$159.75 - $174.57 $10.9K - $11.9K
2.39K $416K
COST
Costco Wholesale Corp

Consumer Defensive
-26
- 1.9%
$801.83 - $917.05 $20.8K - $23.8K
1.35K $1.19M
VDC
Vanguard Consumer Staples ETF

ETFs
-217
- 4.31%
$201.77 - $221.32 $43.8K - $48K
4.82K $1.05M
AEP
American Electric Power CO Inc

Utilities
-3
- 0.13%
$87.11 - $104.95 $261 - $315
2.31K $237K
GE
General Electric CO

Industrials
-28
- 2.02%
$156.66 - $189.66 $4.39K - $5.31K
1.36K $256K
GLD
Spdr Gold Trust

ETFs
-44
- 2.3%
$215.56 - $246.98 $9.48K - $10.9K
1.87K $454K
VFH
Vanguard Financial ETF

ETFs
-119
- 1.92%
$99.27 - $111.21 $11.8K - $13.2K
6.08K $668K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-239
- 0.92%
$178.94 - $207.0 $42.8K - $49.5K
25.9K $5.2M
UNH
Unitedhealth Group Inc

Healthcare
-263
- 9.57%
$488.01 - $604.18 $128K - $159K
2.49K $1.45M
SGOL
Abrdn Gold ETF Trust

ETFs
-413
- 1.79%
$22.26 - $25.51 $9.19K - $10.5K
22.6K $568K
DFAT
Dimensional ETF Tr U S Target

ETFs
-317
- 1.55%
$51.0 - $57.07 $16.2K - $18.1K
20.1K $1.12M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.13K
- 4.87%
$83.76 - $91.82 $94.6K - $104K
22.1K $2.01M
XEL
Xcel Energy Inc

Utilities
-7
- 0.11%
$52.11 - $65.3 $365 - $457
6.25K $408K
T
At&T Inc.

Communication Services
-3.09K
- 4.19%
$18.21 - $22.28 $56.2K - $68.7K
70.6K $1.55M
TSLA
Tesla, Inc.

Consumer Cyclical
-975
- 15.03%
$191.76 - $263.26 $187K - $257K
5.51K $1.44M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-108
- 0.88%
$475.2 - $527.7 $51.3K - $57K
12.1K $6.39M
AAPL
Apple Inc.

Technology
-2.62K
- 6.52%
$207.23 - $234.82 $544K - $616K
37.6K $8.76M
Activity Summary
Buys All Purchases 64 New Holdings 19 Increased Positions 45 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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