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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
STXVEa Series Trust
Recent Activity
Increased 0.64%
0.19%
$833,763
28,257 shares@ $29.51 avg price
METAMeta Platforms Inc
Recent Activity
Increased 92.58%
0.17%
$758,989
1,296 shares@ $585.64 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 266.1%
0.17%
$756,881
32,652 shares@ $23.19 avg price
MAMastercard Incorporated
Recent Activity
Increased 92.88%
0.16%
$726,953
1,381 shares@ $526.4 avg price
WMTWalmart Inc
Recent Activity
Increased 30.85%
0.16%
$706,425
7,819 shares@ $90.35 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 2.67%
0.15%
$662,084
2,931 shares@ $225.9 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 0.23%
0.15%
$644,341
4,890 shares@ $131.77 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 0.11%
0.13%
$588,054
9,979 shares@ $58.93 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 0.08%
0.13%
$586,721
2,523 shares@ $232.55 avg price
IBTHIshares Tr
Recent Activity
Increased 27.58%
0.13%
$574,035
25,861 shares@ $22.2 avg price