Safeguard Investment Advisory Group, LLC Last Quarter Change: USA Stocks, Reduced

Safeguard Investment Advisory Group, LLC quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Safeguard Investment Advisory Group, LLC opened 23 positions, added to 64, reduced 15, sold out of 5 and left 6 unchanged. The largest increase in value was MU (+$3,178,665); the largest decrease was XOMXXXX (-$1,022,394).

MU: Country of operation United States; Class COM; Shares 2026-03-31 3,953; Shares 2026-06-30 3,912.
AAPL: Country of operation United States; Class COM; Shares 2026-03-31 39,609; Shares 2026-06-30 38,687.
XOMXXXX: Country of operation —; Class COM; Shares 2026-03-31 8,322; Shares 2026-06-30 2,850.
T: Country of operation United States; Class COM; Shares 2026-03-31 67,773; Shares 2026-06-30 66,082.

Two Form 13F-HR filings compared (SEC CIK 1846711): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
MU MICRON TECHNOLOGY INC	United States	COM	3,953	3,912	-41	$1,335,786	$4,514,451	+$3,178,665
AAPL APPLE INC	United States	COM	39,609	38,687	-922	$10,052,529	$11,195,044	+$1,142,515
XOMXXXX EXXON MOBIL CORP		COM	8,322	2,850	-5,472	$1,411,979	$389,585	-$1,022,394
T AT&T INC	United States	COM	67,773	66,082	-1,691	$1,964,774	$1,367,939	-$596,835
COST COSTCO WHOLESALE CORPORATION	United States	COM	1,734	1,521	-213	$1,727,831	$1,423,060	-$304,771
BAC BANK OF AMER CORP	United States	COM	39,246	37,953	-1,293	$1,913,289	$2,162,387	+$249,098
GE GE AEROSPACE	United States	COM NEW	1,537	1,534	-3	$436,429	$573,325	+$136,896
SILA SILA REALTY TRUST INC	United States	COMMON STOCK	10,786	7,043	-3,743	$255,418	$213,815	-$41,603
MCD MCDONALDS CORP	United States	COM	880	870	-10	$273,828	$235,016	-$38,812
DE DEERE & CO	United States	COM	532	530	-2	$300,158	$336,398	+$36,240
F FORD MTR CO	United States	COM	12,579	12,203	-376	$145,156	$169,611	+$24,455
WBD WARNER BROS DISCOVERY INC	United States	COM SER A	9,830	9,445	-385	$269,931	$251,806	-$18,125
DIS DISNEY WALT CO	United States	COM	5,905	5,766	-139	$569,221	$554,892	-$14,329
MIST MILESTONE PHARMACEUTICALS IN		COM	25,044	12,406	-12,638	$29,802	$16,624	-$13,178
ORCL ORACLE CORP	United States	COM	1,686	1,678	-8	$248,110	$245,906	-$2,204

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