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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
NTSXWisdomtree Tr
Recent Activity
Decreased -8.05%
0.12%
$540,232
11,571 shares@ $46.69 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -25.78%
0.11%
$501,628
2,164 shares@ $231.81 avg price
IBDVIshares Tr
Recent Activity
Decreased -16.94%
0.11%
$498,992
23,361 shares@ $21.37 avg price
CBRECbre Group Inc
Recent Activity
Decreased -2.4%
0.11%
$496,145
3,779 shares@ $131.3 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -30.9%
0.09%
$401,907
7,859 shares@ $51.14 avg price
COPConocophillips
Recent Activity
Decreased -15.24%
0.08%
$363,359
3,664 shares@ $99.18 avg price
HDHome Depot Inc
Recent Activity
Decreased -22.54%
0.08%
$331,339
852 shares@ $388.9 avg price
AXPAmerican Express Co
Recent Activity
Decreased -14.74%
0.08%
$331,300
1,116 shares@ $296.87 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -11.86%
0.07%
$296,652
1,931 shares@ $153.63 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -6.4%
0.07%
$285,768
1,447 shares@ $197.49 avg price