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Aryn Sands

@Safeguard Financial, Llc

Latest period2024 - Q4ReportedManaged Assets$460.188MTotal holdings114
Assets growth rate8.45%Assets growth rate (2-Q avg)13.23%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Safeguard Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 114 positions.

Assets under management

The assets under management (AUM) of Safeguard Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 460.188M in assets, with a quarterly growth rate of 8.45% and a 2-quarter average growth rate of 13.23%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBDQIshares Tr
Recent Activity
Increased 52.59%
1.02%
$4.674M
186,590 shares@ $25.05 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 113.26%
0.96%
$4.402M
170,211 shares@ $25.86 avg price
IBDRIshares Tr
Recent Activity
Increased 61.15%
0.87%
$3.991M
165,807 shares@ $24.08 avg price
AAPLApple Inc
Recent Activity
Increased 3.75%
0.84%
$3.828M
15,286 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.09%
0.78%
$3.552M
8,427 shares@ $421.52 avg price
IBDSIshares Tr
Recent Activity
Increased 39.99%
0.68%
$3.119M
130,190 shares@ $23.97 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 170.26%
0.68%
$3.113M
112,352 shares@ $27.72 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -3.77%
0.56%
$2.542M
11,586 shares@ $219.4 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 12.15%
0.55%
$2.505M
4,275 shares@ $586.04 avg price
IBDTIshares Tr
Recent Activity
Increased 40.83%
0.53%
$2.41M
96,806 shares@ $24.9 avg price