test

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
ISRGIntuitive Surgical Inc
Recent Activity
Exited
0%
$249,565
508 shares@ $491.27 avg price
PEPPepsico Inc
Recent Activity
Exited
0%
$246,062
1,447 shares@ $170.05 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Exited
0%
$244,267
707 shares@ $345.5 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Exited
0%
$241,865
4,845 shares@ $49.93 avg price
ASMLAsml Holding N V
Recent Activity
Exited
0%
$234,977
282 shares@ $833.26 avg price
UNHUnitedhealth Group Inc
Recent Activity
Exited
0%
$232,703
398 shares@ $584.69 avg price
SPMDSpdr Ser Tr
Recent Activity
Exited
0%
$232,007
4,243 shares@ $54.68 avg price
CATCaterpillar Inc
Recent Activity
Exited
0%
$214,725
549 shares@ $391.13 avg price
IVWIshares Tr
Recent Activity
Exited
0%
$214,193
2,237 shares@ $95.76 avg price
LLYEli Lilly & Co
Recent Activity
Exited
0%
$213,512
241 shares@ $885.95 avg price