Safeguard Financial, LLC Portfolio Holdings
Safeguard Financial, LLC
- $422 Million
- Q3 2024
Safeguard Financial, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $422 Million distributed in 125 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $117M, Vanguard Value ETF with a value of $107M, Vanguard Small Cap Value ETF with a value of $23.7M, Ishares Tr with a value of $21.9M, and Vanguard Small Cap Growth ETF with a value of $16.4M.
Examining the 13F form we can see an increase of $64.2M in the current position value, from $358M to 422M.
Below you can find more details about Safeguard Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$422 Million
ETFs: $391 Million
Technology: $11.3 Million
Consumer Cyclical: $3.69 Million
Financial Services: $3.33 Million
Consumer Defensive: $3.03 Million
Communication Services: $2.24 Million
Industrials: $1.88 Million
Healthcare: $1.58 Million
Other: $2.51 Million
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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