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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
STXKEa Series Trust
Recent Activity
Increased 32.69%
0.07%
$297,042
9,499 shares@ $31.28 avg price
TFLOIshares Tr
Recent Activity
Increased 1.57%
0.07%
$295,299
5,851 shares@ $50.47 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 0.07%
0.07%
$278,513
1,589 shares@ $175.28 avg price
ABBVAbbvie Inc
Recent Activity
Increased 1.76%
0.06%
$258,198
1,453 shares@ $177.7 avg price
MARMarriott Intl Inc New
Recent Activity
Increased 2.2%
0.06%
$234,031
839 shares@ $278.95 avg price
VIXMProshares Tr Ii
Recent Activity
Increased 6.27%
0.06%
$233,399
16,141 shares@ $14.47 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 0.43%
0.05%
$227,079
4,699 shares@ $48.33 avg price
IWOIshares Tr
Recent Activity
Increased 2.67%
0.05%
$221,679
770 shares@ $287.9 avg price
NEENextera Energy Inc
Recent Activity
Increased 5.89%
0.05%
$216,719
3,023 shares@ $71.7 avg price
GEGe Aerospace
Recent Activity
Increased 0.67%
0.05%
$202,332
1,213 shares@ $166.81 avg price