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
IVV
Ishares Core S&P 500 ETF

ETFs
-11
- 0.7%
$498.8 - $620.9 $5.49K - $6.83K
1.55K $962K
GOOG
Alphabet Inc.

Communication Services
-11
- 0.24%
$146.58 - $180.01 $1.61K - $1.98K
4.62K $819K
AMD
Advanced Micro Devices Inc

Technology
-952
- 16.01%
$78.21 - $143.81 $74.5K - $137K
4.99K $708K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.33K
- 14.66%
$40.51 - $71.03 $53.8K - $94.4K
7.74K $543K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-399
- 5.33%
$60.61 - $87.72 $24.2K - $35K
7.08K $600K
JPM
Jpmorgan Chase & CO

Financial Services
-256
- 6.01%
$210.28 - $289.91 $53.8K - $74.2K
4K $1.16M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.61K
- 2.08%
$54.27 - $63.01 $142K - $164K
123K $7.7M
SOXX
Ishares Semiconductor ETF

ETFs
-342
- 6.35%
$154.86 - $239.07 $53K - $81.8K
5.05K $1.2M
STX
Seagate Technology Holdings PLC

Technology
-54
- 1.37%
$66.54 - $144.33 $3.59K - $7.79K
3.89K $561K
META
Meta Platforms, Inc.

Communication Services
-347
- 11.5%
$484.66 - $738.09 $168K - $256K
2.67K $1.97M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.34K
- 6.47%
$167.32 - $223.3 $224K - $299K
19.3K $4.24M
MSFT
Microsoft Corp

Technology
-2.04K
- 16.85%
$354.56 - $497.45 $725K - $1.02M
10.1K $5.02M
NFLX
Netflix Inc

Communication Services
-72
- 4.36%
$855.86 - $1339.13 $61.6K - $96.4K
1.58K $2.11M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.02K
- 4.03%
$171.4 - $227.1 $175K - $232K
24.4K $5.53M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-5.58K
- 0.74%
$24.21 - $29.47 $135K - $164K
745K $21.9M
AVGO
Broadcom Inc.

Technology
-1.22K
- 9.39%
$146.29 - $275.65 $179K - $337K
11.8K $3.25M
NVDA
Nvidia Corp

Technology
-3.94K
- 10.74%
$94.31 - $157.99 $371K - $622K
32.7K $5.17M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-38.2K
- 2.63%
$29.36 - $35.56 $1.12M - $1.36M
1.41M $50.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-75.5K
- 2.95%
$29.12 - $35.84 $2.2M - $2.7M
2.49M $89.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-646
- 0.72%
$416.06 - $551.64 $269K - $356K
89.2K $49.2M
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
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