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Safeguard Investment Advisory Group, LLC

All holdings · as of Dec 31, 2025

148 positions

CompanyClassValueShares% of portfolio
Milestone Pharmaceuticals Inc.$50.6K25,0440.0%
GABELLI EQUITY TRUST INCGABClosed-End Fund$91.9K14,8960.0%
Franklin BSP Realty Trust, Inc.$127.0K12,6650.0%
Bluerock Private Real Estate FundBPREClosed-End Fund$166.7K11,1110.0%
Suburban Propane Partners LP$186.5K10,0590.0%
FORD MOTOR CO$199.8K15,2240.1%
Avista Corp$201.4K5,2270.1%
GE Vernova Inc.$202.0K3090.1%
DIMENSIONAL ETF TRUST$202.3K2,7340.1%
INVESCO EXCH TRADED FD TR II$202.8K2,8390.1%
ConocoPhillips$204.2K2,1810.1%
Duke Energy Corp$204.8K1,7470.1%
Philip Morris International Inc.$205.3K1,2800.1%
PACKAGING CORP OF AMERICA$206.2K1,0000.1%
ISHARES INC$206.5K1,7390.1%
T-Mobile US, Inc.TMUSCommon Stock$206.9K1,0180.1%
LOCKHEED MARTIN CORP$208.1K4300.1%
ISHARES TR$208.6K2,3310.1%
J P MORGAN EXCHANGE TRADED F$209.2K3,6000.1%
US BANCORP \DE$209.5K3,9250.1%
DIMENSIONAL ETF TRUST$213.2K3,0590.1%
KIMBERLY CLARK CORP$221.2K2,1930.1%
Union Pacific Corp$221.6K9570.1%
SCHWAB CHARLES CORP$222.1K2,2230.1%
Uber Technologies, Inc$222.7K2,7250.1%
Eaton Corp plc$227.0K7130.1%
DIREXION SHS ETF TR$227.9K6,7860.1%
PEPSICO INC$228.9K1,5950.1%
Energy Transfer LPETMLP$230.9K13,9990.1%
ISHARES BITCOIN TRUST ETF$232.9K4,6900.1%
VANGUARD INDEX FDS$233.6K8050.1%
SELECT SECTOR SPDR TR$241.5K1,5560.1%
APPLIED MATERIALS INC /DE$242.5K9440.1%
Howmet Aerospace Inc.$243.6K1,1880.1%
PFIZER INC$248.9K9,9960.1%
Sila Realty Trust Inc$249.0K10,6830.1%
Merck & Co., Inc.$251.4K2,3880.1%
DEERE & CO$251.5K5400.1%
SELECT SECTOR SPDR TR$274.7K2,3330.1%
ISHARES TR$274.8K2,2870.1%
DIMENSIONAL ETF TRUST$278.8K5,5870.1%
SELECT SECTOR SPDR TR$282.4K5,1560.1%
DBX ETF TR$290.0K6,0270.1%
ISHARES TR$291.0K2,8990.1%
VANGUARD BD INDEX FDS$293.1K3,9570.1%
Warner Bros. Discovery, Inc.$293.7K10,1900.1%
MCDONALD'S CORP$296.0K9680.1%
CATERPILLAR INC$296.3K5170.1%
INTERNATIONAL BUSINESS MACHINES CORP$298.4K1,0070.1%
VANGUARD ADMIRAL FDS INC$312.5K2,6000.1%
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