Safeguard Investment Advisory Group

Latest statistics and disclosures from Safeguard Investment Advisory Group's latest quarterly 13F-HR filing:

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Positions held by Safeguard Investment Advisory Group, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Safeguard Investment Advisory Group

Companies in the Safeguard Investment Advisory Group portfolio as of the December 2020 quarterly 13F filing

Safeguard Investment Advisory Group has 812 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 (QQQ) 14.1 $16M 51k 313.73
Ishares Trust Tips Bd Etf Tips Bd Etf (TIP) 7.4 $8.3M 65k 127.65
Ishares Trust Msci Usa Min Vol Factor Etf Msci Usa Min Vol (USMV) 6.8 $7.6M 113k 67.88
Apple (AAPL) 3.6 $4.1M 31k 132.67
Vanguard Div App Etf Div App Etf (VIG) 3.3 $3.7M 27k 141.16
Ishares Trust U.s. Med Dvc Etf U.s. Med Dvc Etf (IHI) 2.5 $2.8M 8.6k 327.22
At&t (T) 2.5 $2.8M 98k 28.76
Amazon (AMZN) 2.4 $2.7M 824.00 3256.07
Ishares Trust Core Lt Usdb Etf Core Lt Usdb Etf (ILTB) 2.2 $2.5M 32k 76.40
Spdr Gold Trust Gold Shs Etf Gold Shs (GLD) 2.1 $2.4M 13k 178.32
Spdr S&p500 Etf Trust Tr Unit Etf Tr Unit (SPY) 1.9 $2.1M 5.7k 373.85
Invesco Exchange Traded Fd Tr Nasdaq Internt Etf Nasdaq Internt (PNQI) 1.8 $2.1M 9.1k 228.17
Bank of America Corporation (BAC) 1.6 $1.9M 61k 30.30
Ark Etf Tr Innovation Etf Innovation Etf (ARKK) 1.6 $1.8M 14k 124.48

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Aberdeen Standard Gold Etf Tru Physcl Gold Shs Etf Physcl Gold Shs (SGOL) 1.5 $1.7M 92k 18.28
Ishares Inc Msci Gbl Min Vol Etf Msci Gbl Min Vol (ACWV) 1.2 $1.4M 15k 96.88
Ishares Trust Phlx Semicnd Etf Phlx Semicnd Etf (SOXX) 1.2 $1.4M 3.7k 379.19
Vanguard Total Bnd Mrkt Etf Total Bnd Mrkt (BND) 1.2 $1.4M 16k 88.15
Micron Technology (MU) 1.2 $1.3M 18k 75.16
Vanguard Health Car Etf Health Car Etf (VHT) 1.2 $1.3M 5.9k 223.71
Ark Etf Tr Next Gnrtn Inter Etf Next Gnrtn Inter (ARKW) 1.0 $1.1M 7.6k 146.32
Boeing Company (BA) 0.8 $940k 4.4k 214.07
Microsoft Corporation (MSFT) 0.8 $919k 4.1k 222.30
Skyworks Solutions (SWKS) 0.7 $844k 5.5k 152.87
Jefferies Finl Group (JEF) 0.7 $836k 34k 24.59
Vanguard Financials Etf Financials Etf (VFH) 0.7 $821k 11k 72.80
Seagate Technology SHS (STX) 0.7 $812k 13k 62.13
Ark Etf Tr Genomic Rev Etf Genomic Rev Etf (ARKG) 0.7 $765k 8.2k 93.16
UnitedHealth (UNH) 0.7 $761k 2.2k 350.37
Western Digital (WDC) 0.7 $758k 14k 55.37
Ishares Trust Msci Eafe Min Vol Factor Etf Msci Eafe Min Vl (EFAV) 0.6 $720k 9.8k 73.33
Ishares Trust Mortge Rel Etf Mortge Rel Etf (REM) 0.5 $570k 18k 31.83
Vanguard Extended Dur Etf Extended Dur (EDV) 0.5 $547k 3.6k 152.28
Invesco Exchange Traded Fund T Nasdaq 100 Etf Nasdaq 100 Etf 0.5 $538k 4.2k 128.89
Exxon Mobil Corporation (XOM) 0.5 $536k 13k 41.19
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.5 $516k 1.5k 343.31
Costco Wholesale Corporation (COST) 0.5 $515k 1.4k 376.74
Home Depot (HD) 0.4 $504k 1.9k 265.54
Vanguard Short Trm Bond Etf Short Trm Bond (BSV) 0.4 $502k 6.1k 82.78
Ishares Trust Calif Mun Bd Etf Calif Mun Bd Etf (CMF) 0.4 $481k 7.7k 62.82
Invesco Exchange Traded Fd Tr Finl Pfd Etf Finl Pfd Etf (PGF) 0.4 $480k 25k 19.19
Ishares Trust Core Us Aggbd Et Etf Core Us Aggbd Et (AGG) 0.4 $480k 4.1k 118.20
Visa Inc Com Cl A Com Cl A (V) 0.4 $468k 2.1k 218.79
Johnson & Johnson (JNJ) 0.4 $466k 3.0k 157.17
Ishares Trust Expanded Tech Sector Etf Expnd Tec Sc Etf (IGM) 0.4 $457k 1.3k 349.12
Hsbc Holdings Spon Adr New (HSBC) 0.4 $456k 18k 25.86
Select Sector Spdr Trust Energy Etf Energy (XLE) 0.4 $451k 12k 37.89
Ishares Trust Rus Tp200 Gr Etf Rus Tp200 Gr Etf (IWY) 0.4 $446k 3.4k 132.90
Walt Disney Company (DIS) 0.4 $444k 2.5k 181.22
Ark Etf Tr Fintech Innova Etf Fintech Innova (ARKF) 0.4 $443k 8.9k 49.65
Netflix (NFLX) 0.4 $395k 732.00 539.62
Alphabet Inc Com Cl A Cap Stk Cl A (GOOGL) 0.3 $371k 212.00 1750.00
Vanguard High Div Yld Etf High Div Yld (VYM) 0.3 $368k 4.0k 91.43
Toro Company (TTC) 0.3 $362k 3.8k 94.84
Select Sector Spdr Trust Sbi Int-finl Etf Sbi Int-finl (XLF) 0.3 $334k 11k 29.40
Wal-Mart Stores (WMT) 0.3 $318k 2.2k 144.09
Vanguard Mid Cap Etf Mid Cap Etf (VO) 0.3 $312k 1.5k 206.90
Spdr Dow Jones Ind Ut Ser 1 Etf Ut Ser 1 (DIA) 0.3 $295k 966.00 305.38
Invesco Exchange Traded Fund T S&p500 Hdl Vol Etf S&p500 Hdl Vol (SPHD) 0.3 $293k 7.8k 37.51
Ishares Trust Us Infrastruc Etf Us Infrastruc (IFRA) 0.3 $288k 9.6k 29.96
Qualcomm (QCOM) 0.2 $278k 1.8k 152.33
Sempra Energy (SRE) 0.2 $275k 2.2k 127.37
Procter & Gamble Company (PG) 0.2 $270k 1.9k 139.10
Facebook Inc Com Cl A Cl A (FB) 0.2 $269k 988.00 272.27
Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI) 0.2 $263k 1.4k 194.24
Chevron Corporation (CVX) 0.2 $262k 3.1k 84.38
Tesla Motors (TSLA) 0.2 $259k 368.00 703.80
Alphabet Inc Com Cl C Cap Stk Cl C (GOOG) 0.2 $250k 143.00 1748.25
Invesco Exchange Traded Fund T Kbw Prem Yield Etf Kbw Prem Yield (KBWY) 0.2 $230k 11k 20.67
Rockwell Automation (ROK) 0.2 $229k 913.00 250.82
Mastercard Incorporated Com Cl A Cl A (MA) 0.2 $225k 631.00 356.58
Invesco Exchange Traded Fund T S&p Midcp Low Etf S&p Midcp Low (XMLV) 0.2 $209k 4.4k 47.95
Verizon Communications (VZ) 0.2 $198k 3.4k 58.72
CenturyLink (LUMN) 0.2 $198k 20k 9.72
Vanguard Value Etf Value Etf (VTV) 0.2 $197k 1.7k 118.46
Ishares Trust 20 Yr Tr Bd Etf 20 Yr Tr Bd Etf (TLT) 0.2 $192k 1.2k 157.38
Xilinx (XLNX) 0.2 $191k 1.4k 141.48
Vanguard Growth Etf Growth Etf (VUG) 0.2 $184k 728.00 252.75
First Trust Exchange-traded Fu Dj Internt Idx Etf Dj Internt Idx (FDN) 0.2 $181k 853.00 212.19
Spdr Series Trust S&p 600 Smcp Grw Etf S&P 600 SMCP GRW (SLYG) 0.2 $179k 2.3k 76.37
Kimberly-Clark Corporation (KMB) 0.1 $168k 1.2k 134.62
Pepsi (PEP) 0.1 $167k 1.1k 147.79
Ishares Trust Pfd And Incm Sec Etf Pfd And Incm Sec (PFF) 0.1 $165k 4.3k 38.48
American Airls (AAL) 0.1 $162k 10k 15.73
Oracle Corporation (ORCL) 0.1 $162k 2.5k 64.62
Select Sector Spdr Trust Sbi Cons Stpls Etf Sbi Cons Stpls (XLP) 0.1 $162k 2.4k 67.05
Thermo Fisher Scientific (TMO) 0.1 $161k 345.00 466.67
Vanguard Utilities Etf Utilities Etf (VPU) 0.1 $157k 1.1k 136.64
Ishares Trust U.s. Pharma Etf U.s. Pharma Etf (IHE) 0.1 $156k 869.00 179.52
Ishares Trust Short Treas Bd Etf Short Treas Bd (SHV) 0.1 $156k 1.4k 110.25
Ishares Trust Rus Md Cp Gr Etf Rus Md Cp Gr Etf (IWP) 0.1 $153k 1.5k 102.68
Regions Financial Corporation (RF) 0.1 $153k 9.5k 16.08
Direxion Shares Etf Trust Work From Home Etf Work From Home (WFH) 0.1 $149k 2.2k 67.15
Vanguard Inf Tech Etf Inf Tech Etf (VGT) 0.1 $147k 417.00 352.52
Invesco Exchange Traded Fund T S&p500 Low Vol Etf S&p500 Low Vol (SPLV) 0.1 $144k 2.6k 56.01
Berkshire Hathaway Inc Com Cl B Cl B New (BRK.B) 0.1 $143k 618.00 231.39
Pfizer (PFE) 0.1 $136k 3.7k 36.66
Ishares Trust Russell 2000 Etf Russell 2000 Etf (IWM) 0.1 $135k 691.00 195.37
Flexshares Trust Core Select Bond Fund Etf Cre Slct Bd Fd (BNDC) 0.1 $127k 4.7k 26.89
JPMorgan Chase & Co. (JPM) 0.1 $126k 993.00 126.89
Ishares Silver Trust Ishares Etf Ishares (SLV) 0.1 $124k 5.1k 24.38
Spdr Series Trust S&p 400 Mdcp Grw Etf S&P 400 MDCP GRW (MDYG) 0.1 $121k 1.8k 68.95
NVIDIA Corporation (NVDA) 0.1 $120k 230.00 521.74
Nio Spon Ads (NIO) 0.1 $118k 2.4k 48.66
Deere & Company (DE) 0.1 $117k 437.00 267.73
Spdr Series Trust Blmbrg Brc Cnvrt Etf BLMBRG BRC CNVRT (CWB) 0.1 $113k 1.4k 82.48
Select Sector Spdr Trust Sbi Cons Discr Etf Sbi Cons Discr (XLY) 0.1 $113k 708.00 159.60
McDonald's Corporation (MCD) 0.1 $112k 525.00 213.33
Square Inc Com Cl A Cl A (SQ) 0.1 $110k 506.00 217.39
Yum! Brands (YUM) 0.1 $109k 1.0k 108.24
Ishares Trust Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS) 0.1 $109k 1.1k 96.80
Ford Motor Company (Principal) (F) 0.1 $109k 12k 8.77
Coca-Cola Company (KO) 0.1 $106k 1.9k 54.78
Invesco Exchange Traded Fund T Gbl Srt Trm Hy Etf Gbl Srt Trm Hy (PGHY) 0.1 $105k 4.7k 22.18
Ishares Trust Msci Eafe Etf Msci Eafe Etf (EFA) 0.1 $105k 1.5k 72.36
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt (RSP) 0.1 $104k 821.00 126.67
Select Sector Spdr Trust Technology Etf Technology (XLK) 0.1 $102k 790.00 129.11
Fidelity National Financial Fnf Group Com (FNF) 0.1 $102k 2.6k 38.80
Pimco CA Municipal Income Fund (PCQ) 0.1 $98k 5.5k 17.94
Strattec Security (STRT) 0.1 $98k 2.0k 49.00
Nuveen Build Amer Bd (NBB) 0.1 $97k 4.1k 23.57
Starbucks Corporation (SBUX) 0.1 $96k 899.00 106.79
Select Sector Spdr Trust Sbi Int-inds Etf Sbi Int-inds (XLI) 0.1 $95k 1.1k 87.80
Lockheed Martin Corporation (LMT) 0.1 $95k 268.00 354.48
Spdr Series Trust Portfolio Intrmd Etf Portfolio Intrmd (SPIB) 0.1 $94k 2.6k 36.85
Universal Health Services Inc Com Cl B CL B (UHS) 0.1 $94k 686.00 137.03
Vanguard Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO) 0.1 $94k 1.9k 49.66
CSX Corporation (CSX) 0.1 $93k 1.0k 89.94
United Parcel Service Inc Com Cl B CL B (UPS) 0.1 $92k 550.00 167.27
Ishares Trust Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 0.1 $92k 385.00 238.96
Alibaba Group Holding Sponsored Ads (BABA) 0.1 $90k 389.00 231.36
Ishares Trust Rus Mid Cap Etf Rus Mid Cap Etf (IWR) 0.1 $90k 1.3k 67.92
Invesco Exchange Traded Fd Tr S&p500 Eql Stp Etf S&p500 Eql Stp (RHS) 0.1 $86k 572.00 150.35
Ishares Trust U.s. Finls Etf U.s. Finls Etf (IYF) 0.1 $85k 1.3k 66.25
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.1 $85k 1.3k 63.48
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.1 $84k 989.00 84.93
Marriott International Inc Com Cl A Cl A (MAR) 0.1 $84k 641.00 131.05
Philip Morris International (PM) 0.1 $84k 1.0k 82.35
Etf Managers Trust Etfmg Travel Tech Etf Etfmg Travel Tec (AWAY) 0.1 $83k 3.2k 25.84
Abbott Laboratories (ABT) 0.1 $83k 761.00 109.07
Spdr Series Trust Prtflo S&p500 Gw Etf Prtflo S&p500 Gw (SPYG) 0.1 $82k 1.5k 54.92
salesforce (CRM) 0.1 $82k 370.00 221.62
Domino's Pizza (DPZ) 0.1 $82k 215.00 381.40
Proshares Trust S&p 500 Dv Arist Etf S&p 500 Dv Arist (NOBL) 0.1 $81k 1.0k 79.33
Ishares Trust Core S&p500 Etf Core S&p500 Etf (IVV) 0.1 $81k 217.00 373.27
Comcast Corp Com Cl A Cl A (CMCSA) 0.1 $80k 1.5k 52.19
Gabelli Equity Trust (GAB) 0.1 $79k 13k 6.24
Adobe Systems Incorporated (ADBE) 0.1 $78k 157.00 496.82
CVS Caremark Corporation (CVS) 0.1 $77k 1.1k 67.54
Caterpillar (CAT) 0.1 $77k 424.00 181.60
Park Hotels & Resorts Inc-wi (PK) 0.1 $77k 4.5k 17.04
Honeywell International (HON) 0.1 $77k 363.00 212.12
Flexsteel Industries (FLXS) 0.1 $76k 2.2k 34.55
Eversource Energy (ES) 0.1 $76k 888.00 85.59
Etf Series Solutions Us Glb Jets Etf Us Glb Jets (JETS) 0.1 $75k 3.4k 22.16
Cisco Systems (CSCO) 0.1 $74k 1.7k 44.63
Ishares Trust Msci China Etf Msci China Etf (MCHI) 0.1 $74k 918.00 80.61
Vanguard Int-term Corp Etf Int-term Corp (VCIT) 0.1 $72k 741.00 97.17
Cohen & Steers Total Return Real (RFI) 0.1 $71k 5.4k 13.24
Vaneck Vectors Etf Trust Gaming Etf Gaming Etf (BJK) 0.1 $70k 1.5k 46.73
Spectrum Brands Holding (SPB) 0.1 $70k 897.00 78.04
Dollar General (DG) 0.1 $69k 331.00 208.46
First Tst Value Li Shs Etf SHS (FVD) 0.1 $68k 2.0k 34.87
Omnicell (OMCL) 0.1 $67k 565.00 118.58
International Business Machines (IBM) 0.1 $67k 536.00 125.00
Travelers Companies (TRV) 0.1 $67k 480.00 139.58
Viacomcbs Inc Com Cl B CL B (VIAC) 0.1 $66k 1.8k 37.18
Docusign (DOCU) 0.1 $66k 300.00 220.00
Vanguard Intl Bd Idx Etf Intl Bd Idx Etf (BNDX) 0.1 $64k 1.1k 57.92
Abbvie (ABBV) 0.1 $64k 600.00 106.67
Tetra Tech (TTEK) 0.1 $64k 561.00 114.08
Vanguard Mortg-back Sec Etf Mortg-back Sec (VMBS) 0.1 $63k 1.2k 53.30
Ishares Trust Glb Infrastr Etf Glb Infrastr Etf (IGF) 0.1 $63k 1.5k 43.33
Ishares Trust U.s. Fin Svc Etf U.s. Fin Svc Etf (IYG) 0.1 $62k 416.00 149.04
Consolidated Edison (ED) 0.1 $62k 866.00 71.59
Ishares Trust Mrgstr Md Cp Etf Mrgstr Md Cp Etf (JKG) 0.1 $61k 262.00 232.82
Bausch Health Companies (BHC) 0.1 $61k 2.9k 20.71
Select Sector Spdr Trust Sbi Healthcare Etf Sbi Healthcare (XLV) 0.1 $60k 536.00 111.94
Emerson Electric (EMR) 0.1 $60k 750.00 80.00
Raytheon Technologies Corp (RTX) 0.1 $60k 842.00 71.26
Beyond Meat (BYND) 0.1 $58k 464.00 125.00
Taiwan Semiconductor Manufactu Sponsored Ads (TSM) 0.1 $58k 533.00 108.82
Bristol Myers Squibb (BMY) 0.1 $58k 942.00 61.57
Intel Corporation (INTC) 0.1 $58k 1.2k 49.11
Highland Income Fund Highland Income Highland Income (HFRO) 0.1 $57k 5.6k 10.27
Crown Castle Intl (CCI) 0.1 $57k 358.00 159.22
Vanguard Consum Dis Etf Consum Dis Etf (VCR) 0.0 $55k 201.00 273.63
Spdr Series Trust Portfolio Agrgte Etf Portfolio Agrgte (SPAB) 0.0 $54k 1.8k 30.44
Baxter International (BAX) 0.0 $54k 674.00 80.12
Ishares Trust Eafe Grwth Etf Eafe Grwth Etf (EFG) 0.0 $54k 543.00 99.45
Vanguard Consum Stp Etf Consum Stp Etf (VDC) 0.0 $54k 311.00 173.63
Plug Power Com New (PLUG) 0.0 $52k 1.6k 33.31
Union Pacific Corporation (UNP) 0.0 $52k 250.00 208.00
General Motors Company (GM) 0.0 $52k 1.3k 41.17
Franklin Universal Trust Sh Ben Int Sh Ben Int (FT) 0.0 $51k 6.9k 7.40
Invesco Exchange Traded Fd Tr S&p500 Pur Gwt Etf S&p500 Pur Gwt (RPG) 0.0 $51k 315.00 161.90
Vanguard Sm Cp Val Etf Sm Cp Val Etf (VBR) 0.0 $51k 364.00 140.11
Invesco Exchange Traded Fund T Pfd Etf Pfd Etf (PGX) 0.0 $50k 3.3k 15.23
Accenture Shs Class A (ACN) 0.0 $50k 194.00 257.73
Merck & Co (MRK) 0.0 $50k 616.00 81.17
Vaneck Vectors Etf Trust Fallen Angel Hg Etf Fallen Angel Hg (ANGL) 0.0 $49k 1.5k 32.09
Twitter (TWTR) 0.0 $49k 908.00 53.96
FedEx Corporation (FDX) 0.0 $49k 189.00 259.26
Ishares Trust Core S&p Mcp Etf Core S&p Mcp Etf (IJH) 0.0 $49k 213.00 230.05
Amgen (AMGN) 0.0 $48k 209.00 229.67
Us Bancorp Com New (USB) 0.0 $48k 1.0k 45.80
Carnival Corp Units Unit 99/99/9999 (CCL) 0.0 $48k 2.3k 21.25
Vanguard Glb Ex Us Etf Glb Ex Us Etf (VNQI) 0.0 $47k 881.00 53.35
Ishares Trust Core High Dv Etf Core High Dv Etf (HDV) 0.0 $47k 543.00 86.56
CoreLogic (CLGX) 0.0 $46k 600.00 76.67
BlackRock (BLK) 0.0 $46k 65.00 707.69
Texas Instruments Incorporated (TXN) 0.0 $46k 285.00 161.40
Pimco Etf Trust 0-5 High Yield Etf 0-5 High Yield (HYS) 0.0 $46k 469.00 98.08
Coca-cola European Partners Pl SHS (CCEP) 0.0 $46k 924.00 49.78
3M Company (MMM) 0.0 $44k 256.00 171.88
Select Sector Spdr Trust Sbi Int-utils Etf Sbi Int-utils (XLU) 0.0 $44k 703.00 62.59
Teva Pharmaceutical Industries Sponsored Ads (TEVA) 0.0 $42k 4.4k 9.57
ConocoPhillips (COP) 0.0 $42k 1.1k 39.29
Eli Lilly & Co. (LLY) 0.0 $42k 252.00 166.67
Lyondellbasell Industries N V Shs - A - (LYB) 0.0 $42k 468.00 89.74
Chipotle Mexican Grill (CMG) 0.0 $41k 30.00 1366.67
Ishares Trust Expanded Tech Software Expanded Tech (IGV) 0.0 $40k 115.00 347.83
Delta Air Lines Com New (DAL) 0.0 $40k 1.0k 40.00
Ishares Trust Rus 1000 Etf Rus 1000 Etf (IWB) 0.0 $40k 189.00 211.64
Chimera Investment Corporation Com Usd0.01 Com New (CIM) 0.0 $39k 3.9k 10.12
Wp Carey (WPC) 0.0 $39k 563.00 69.27
Ssga Active Etf Tr Spdr Dobleline Total Return Spdr Tr Tactic (TOTL) 0.0 $39k 799.00 48.81
Kraneshares Tr Elec Veh Futur Etf Elec Veh Futur (KARS) 0.0 $38k 958.00 39.67
Phillips 66 (PSX) 0.0 $38k 544.00 69.85
Blackrock Core Bond Trust Shs Ben Int Shs Ben Int (BHK) 0.0 $37k 2.3k 16.15
Mondelez Intl Inc Com Cl A Cl A (MDLZ) 0.0 $37k 636.00 58.18
Brookfield Asset Mgmt Inc Com Cl A Cl A Ltd Vt Sh (BAM) 0.0 $37k 900.00 41.11
Infosys Sponsored Adr (INFY) 0.0 $36k 2.2k 16.67
Lowe's Companies (LOW) 0.0 $36k 225.00 160.00
Target Corporation (TGT) 0.0 $36k 209.00 172.25
Wisdomtree Trust Us Smallcap Fund Etf Us Smallcap Fund (EES) 0.0 $36k 928.00 38.79
Ringcentral Inc Com Cl A Cl A (RNG) 0.0 $35k 93.00 376.34
BP Sponsored Adr (BP) 0.0 $35k 1.7k 20.11
Global X Fds Nasdaq 100 Cover Etf Nasdaq 100 Cover (QYLD) 0.0 $34k 1.5k 22.71
Wells Fargo & Company (WFC) 0.0 $34k 1.2k 29.51
American Water Works (AWK) 0.0 $34k 226.00 150.44
Iqvia Holdings (IQV) 0.0 $34k 192.00 177.08
Prudential Financial (PRU) 0.0 $34k 440.00 77.27
Vanguard Ftse Dev Mkt Etf Ftse Dev Mkt Etf (VEA) 0.0 $34k 731.00 46.51
UGI Corporation (UGI) 0.0 $33k 964.00 34.23
Diageo Spon Adr New (DEO) 0.0 $33k 213.00 154.93
Constellation Brands Inc Com Cl A Cl A (STZ) 0.0 $33k 154.00 214.29
Ark Etf Tr Autnmus Technlgy Etf Autnmus Technlgy (ARKQ) 0.0 $33k 441.00 74.83
Blackrock Res & Commdities Str SHS (BCX) 0.0 $33k 4.5k 7.33
Amer Intl Grp Com New (AIG) 0.0 $32k 846.00 37.83

Past Filings by Safeguard Investment Advisory Group

SEC 13F filings are viewable for Safeguard Investment Advisory Group going back to 2020