Safeguard Investment Advisory Group, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $367 Million distributed in 141 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $84.5M, Dimensional ETF Tr Dimensional with a value of $48.1M, Invesco Qqq Trust, Series 1 with a value of $42.1M, Spdr S&P 500 ETF Trust with a value of $33.7M, and Dimensional ETF Tr Dimensional with a value of $21.1M.
Examining the 13F form we can see an increase of $3.27M in the current position value, from $364M to 367M.
Below you can find more details about Safeguard Investment Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$367 Million
ETFs: $295 Million
Technology: $24.8 Million
Financial Services: $10.4 Million
Communication Services: $9.46 Million
Consumer Cyclical: $7.56 Million
Healthcare: $6.06 Million
Consumer Defensive: $4.21 Million
Industrials: $3.73 Million
Other: $5.36 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
