Safeguard Financial, LLC Portfolio Holdings
Safeguard Financial, LLC
- $453 Million
- Q1 2025
Safeguard Financial, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $453 Million distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $132M, Vanguard Value ETF with a value of $114M, Ishares Tr with a value of $26.7M, Vanguard Small Cap Value ETF with a value of $24.6M, and Vanguard Small Cap Growth ETF with a value of $18.4M.
Examining the 13F form we can see an decrease of $4.83M in the current position value, from $458M to 453M.
Below you can find more details about Safeguard Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$453 Million
ETFs: $427 Million
Technology: $9.52 Million
Financial Services: $3.85 Million
Consumer Cyclical: $3.45 Million
Consumer Defensive: $2.79 Million
Communication Services: $2.37 Million
Industrials: $1.44 Million
Energy: $939,000
Other: $801,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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