Safeguard Investment Advisory Group, LLC Top Holdings and 13F Report (2025) About Safeguard Investment Advisory Group, LLCInvestment ActivitySafeguard Investment Advisory Group, LLC has $364.56 million in total holdings as of December 31, 2024.Safeguard Investment Advisory Group, LLC owns shares of 117 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 3.43% of the portfolio was purchased this quarter.About 1.26% of the portfolio was sold this quarter.This quarter, Safeguard Investment Advisory Group, LLC has purchased 119 new stocks and bought additional shares in 55 stocks.Safeguard Investment Advisory Group, LLC sold shares of 46 stocks and completely divested from 11 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $89,050,884Dimensional US High Profitability ETF $48,882,088Invesco QQQ $45,698,546SPDR S&P 500 ETF Trust $35,363,824Dimensional US Small Cap Value ETF $22,804,575 Largest New Holdings this Quarter PALANTIR TECHNOLOGIES INC $416,368 HoldingAvantis U.S. Small Cap Value ETF $312,468 HoldingSILA REALTY TRUST INC $300,483 HoldingThermo Fisher Scientific $219,504 HoldingHoneywell International $210,139 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 80,853 shares (about $2.21M)Dimensional U.S. Core Equity 2 ETF 41,370 shares (about $1.43M)SPDR S&P 500 ETF Trust 1,840 shares (about $1.08M)Dimensional US High Profitability ETF 31,801 shares (about $1.07M)Invesco QQQ 1,429 shares (about $730.62K) Largest Sales this Quarter iShares MSCI USA Min Vol Factor ETF 3,038 shares (about $269.74K)Invesco NASDAQ 100 ETF 1,058 shares (about $222.72K)Vanguard S&P 500 ETF 284 shares (about $153.07K)ARK Innovation ETF 2,691 shares (about $152.81K)Walt Disney 1,133 shares (about $126.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSafeguard Investment Advisory Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$89,050,884$1,430,987 ▲1.6%2,574,47124.4%ETFDUHPDimensional US High Profitability ETF$48,882,088$1,074,551 ▲2.2%1,446,65013.4%ETFQQQInvesco QQQ$45,698,546$730,625 ▲1.6%89,38012.5%FinanceSPYSPDR S&P 500 ETF Trust$35,363,824$1,078,612 ▲3.1%60,3279.7%FinanceDFSVDimensional US Small Cap Value ETF$22,804,575$617,755 ▲2.8%740,8896.3%ETFAAPLApple$9,718,334$299,527 ▲3.2%38,8052.7%Computer and TechnologyIHIiShares U.S. Medical Devices ETF$7,398,617$155,216 ▲2.1%126,7932.0%ETFVHTVanguard Health Care ETF$6,740,086$253,620 ▲3.9%26,5491.8%ETFVOOVanguard S&P 500 ETF$6,377,254$153,071 ▼-2.3%11,8321.7%ETFQQQMInvesco NASDAQ 100 ETF$5,222,902$222,717 ▼-4.1%24,8111.4%ETFDFCFDimensional Core Fixed Income ETF$5,054,758$143,991 ▲2.9%122,4801.4%ETFMSFTMicrosoft$3,822,645$105,822 ▲2.8%9,0671.0%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,662,177$124,560 ▼-3.3%18,6991.0%ETFAMZNAmazon.com$3,624,084$98,725 ▼-2.7%16,5191.0%Retail/WholesaleNVDANVIDIA$3,125,965$5,103 ▼-0.2%23,2780.9%Computer and TechnologyJEFJefferies Financial Group$3,091,8630.0%39,4370.8%FinanceTSLATesla$2,376,376$151,048 ▲6.8%5,8840.7%Auto/Tires/TrucksSCHDSchwab US Dividend Equity ETF$2,292,985$2,208,921 ▲2,627.7%83,9300.6%ETFAVGOBroadcom$2,257,350$126,580 ▲5.9%9,7370.6%Computer and TechnologyLLYEli Lilly and Company$1,872,863$127,379 ▲7.3%2,4260.5%MedicalBACBank of America$1,698,509$18,196 ▼-1.1%38,6440.5%FinanceUSMViShares MSCI USA Min Vol Factor ETF$1,689,285$269,739 ▼-13.8%19,0260.5%ETFTAT&T$1,628,592$21,016 ▲1.3%71,5250.4%Computer and TechnologyCOSTCostco Wholesale$1,509,689$276,073 ▲22.4%1,6460.4%Retail/WholesaleDFUSDimensional U.S. Equity ETF$1,502,244$69,098 ▼-4.4%23,5670.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,470,546$158,268 ▲12.1%31,3680.4%ETFGOOGLAlphabet$1,424,076$2,272 ▲0.2%7,5220.4%Computer and TechnologySWKSSkyworks Solutions$1,320,203$61,013 ▼-4.4%14,8870.4%Computer and TechnologyNFLXNetflix$1,308,383$20,499 ▼-1.5%1,4680.4%Consumer DiscretionaryMETAMeta Platforms$1,275,408$36,306 ▲2.9%2,1780.3%Computer and TechnologyUNHUnitedHealth Group$1,261,225$3,541 ▲0.3%2,4930.3%MedicalSOXXiShares Semiconductor ETF$1,224,031$34,935 ▼-2.8%5,6760.3%ETFILTBiShares Core 10+ Year USD Bond ETF$1,181,912$66,846 ▼-5.4%24,2940.3%ETFDFNMDimensional National Municipal Bond ETF$1,120,916$26,608 ▲2.4%23,4650.3%ETFCMFiShares California Muni Bond ETF$1,077,310$65,180 ▼-5.7%18,8090.3%ETFDFATDimensional U.S. Targeted Value ETF$1,044,389$73,077 ▼-6.5%18,7650.3%ETFVDCVanguard Consumer Staples ETF$1,040,923$21,770 ▲2.1%4,9250.3%ETFVVisa$1,014,060$21,172 ▲2.1%3,2090.3%Business ServicesXOMExxon Mobil$976,181$32,389 ▲3.4%9,0720.3%Oils/EnergyDFAXDimensional World ex U.S. Core Equity 2 ETF$922,545$31,074 ▼-3.3%37,1110.3%ETFVGTVanguard Information Technology ETF$874,646$461,256 ▲111.6%1,4070.2%ETFGOOGAlphabet$842,756$34,480 ▲4.3%4,4240.2%Computer and TechnologyHDHome Depot$842,518$14,774 ▲1.8%2,1670.2%Retail/WholesaleWMTWalmart$838,698$1,898 ▼-0.2%9,2820.2%Retail/WholesaleBRK.BBerkshire Hathaway$822,760$77,516 ▲10.4%1,8150.2%FinanceCVXChevron$794,384$27,952 ▲3.6%5,4850.2%Oils/EnergyIWYiShares Russell Top 200 Growth ETF$775,073$25,405 ▲3.4%3,2950.2%ETFTIPiShares TIPS Bond ETF$747,808$112,113 ▼-13.0%7,0170.2%ETFBABoeing$720,056$29,553 ▲4.3%4,0690.2%AerospaceJPMJPMorgan Chase & Co.$717,225$28,536 ▲4.1%2,9910.2%FinanceVFHVanguard Financials ETF$715,878$1,771 ▼-0.2%6,0650.2%ETFSRESempra$661,570$7,193 ▼-1.1%7,5420.2%UtilitiesPGProcter & Gamble$656,040$42,585 ▲6.9%3,9130.2%Consumer StaplesIVViShares Core S&P 500 ETF$655,461$13,545 ▼-2.0%1,1130.2%ETFARKKARK Innovation ETF$575,861$152,810 ▼-21.0%10,1410.2%ETFGRAYSCALE BITCOIN TRUST ETF$564,697$79,201 ▼-12.3%7,6290.2%SHS REP COM UTSGOLabrdn Physical Gold Shares ETF$564,474$2,430 ▼-0.4%22,5340.2%ETFAMDAdvanced Micro Devices$549,597$19,568 ▼-3.4%4,5500.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$546,3130.0%1,3600.1%ETFVTIVanguard Total Stock Market ETF$543,291$132,418 ▲32.2%1,8750.1%ETFIGMiShares Expanded Tech Sector ETF$490,000$306 ▲0.1%4,8010.1%ETFGLDSPDR Gold Shares$461,258$8,959 ▲2.0%1,9050.1%FinanceVTVVanguard Value ETF$450,616$46,078 ▲11.4%2,6600.1%ETFDISWalt Disney$435,841$126,165 ▼-22.4%3,9140.1%Consumer DiscretionaryDFASDimensional U.S. Small Cap ETF$429,430$43,861 ▼-9.3%6,5990.1%ETFXELXcel Energy$422,0000.0%6,2500.1%UtilitiesPALANTIR TECHNOLOGIES INC$416,368$416,368 ▲New Holding5,5050.1%CL AQCOMQUALCOMM$415,022$13,517 ▼-3.2%2,7020.1%Computer and TechnologyWFCWells Fargo & Company$410,104$9,622 ▲2.4%5,8390.1%FinanceCSCOCisco Systems$407,626$27,001 ▼-6.2%6,8840.1%Computer and TechnologyMOAltria Group$389,610$680 ▼-0.2%7,4520.1%Consumer StaplesMAMastercard$389,047$53,172 ▲15.8%7390.1%Business ServicesMUMicron Technology$387,314$62,840 ▲19.4%4,5980.1%Computer and TechnologyJNJJohnson & Johnson$351,881$8,678 ▼-2.4%2,4330.1%MedicalSTXSeagate Technology$340,448$2,675 ▲0.8%3,9450.1%Computer and TechnologyROKRockwell Automation$337,602$572 ▲0.2%1,1810.1%Computer and TechnologyVUGVanguard Growth ETF$329,402$18,483 ▲5.9%8020.1%ETFWELLWelltower$327,737$1,513 ▲0.5%2,6000.1%FinanceTQQQProShares UltraPro QQQ$327,426$237 ▲0.1%4,1370.1%ETFABBVAbbVie$320,001$8,706 ▼-2.6%1,8010.1%MedicalLHXL3Harris Technologies$316,986$631 ▲0.2%1,5070.1%AerospaceAVUVAvantis U.S. Small Cap Value ETF$312,468$312,468 ▲New Holding3,2370.1%ETFMDYGSPDR S&P 400 Mid CapGrowth ETF$305,681$76,029 ▼-19.9%3,5180.1%ETFVZVerizon Communications$305,667$9,917 ▼-3.1%7,6440.1%Computer and TechnologySILA REALTY TRUST INC$300,483$300,483 ▲New Holding12,3550.1%COMMON STOCKCRMSalesforce$300,380$12,711 ▼-4.1%8980.1%Computer and TechnologyIVEiShares S&P 500 Value ETF$298,287$191 ▲0.1%1,5630.1%ETFORCLOracle$293,401$33,489 ▼-10.2%1,7610.1%Computer and TechnologyIVOGVanguard S&P Mid-Cap 400 Growth ETF$292,9940.0%2,6000.1%ETFMCDMcDonald's$283,113$15,664 ▼-5.2%9760.1%Retail/WholesaleETNEaton$258,729$5,971 ▼-2.3%7800.1%Industrial ProductsDBEFXtrackers MSCI EAFE Hedged Equity ETF$249,4040.0%6,0240.1%ETFIWPiShares Russell Mid-Cap Growth ETF$244,195$1,268 ▼-0.5%1,9260.1%ETFETEnergy Transfer$237,799$2,880 ▲1.2%12,1390.1%Oils/EnergyHSBCHSBC$233,779$7,471 ▼-3.1%4,7250.1%FinanceXLFFinancial Select Sector SPDR Fund$231,913$5,557 ▼-2.3%4,7990.1%ETFUNPUnion Pacific$229,382$35,798 ▲18.5%1,0060.1%TransportationPKGPackaging Co. of America$225,1300.0%1,0000.1%Industrial ProductsGEGeneral Electric$224,883$1,500 ▼-0.7%1,3490.1%TransportationDEDeere & Company$222,704$2,964 ▲1.3%5260.1%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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