Safeguard Financial, LLC Portfolio Holdings
Safeguard Financial, LLC
- $458 Million
- Q4 2024
Safeguard Financial, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $458 Million distributed in 114 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $141M, Vanguard Value ETF with a value of $111M, Vanguard Small Cap Value ETF with a value of $25M, Ishares Tr with a value of $23.3M, and Vanguard Small Cap Growth ETF with a value of $18.8M.
Examining the 13F form we can see an increase of $36M in the current position value, from $422M to 458M.
Below you can find more details about Safeguard Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$458 Million
ETFs: $427 Million
Technology: $11.2 Million
Consumer Cyclical: $4.89 Million
Financial Services: $3.88 Million
Consumer Defensive: $3.05 Million
Communication Services: $2.71 Million
Industrials: $1.57 Million
Energy: $1.21 Million
Other: $970,000
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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