Safeguard Investment Advisory Group, LLC Portfolio Holdings

Safeguard Investment Advisory Group, LLC

  • $364 Million
  • Q4 2024

Safeguard Investment Advisory Group, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $364 Million distributed in 117 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 $89.1M, Dimensional ETF Tr Dimensional with a value of $48.9M, Invesco Qqq Trust, Series 1 with a value of $45.7M, Spdr S&P 500 ETF Trust with a value of $35.4M, and Dimensional ETF Tr Dimensional with a value of $22.8M.

Examining the 13F form we can see an increase of $13.7M in the current position value, from $350M to 364M.

Below you can find more details about Safeguard Investment Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $364 Million
ETFs: $302 Million
Technology: $23.3 Million
Financial Services: $8.45 Million
Communication Services: $7.55 Million
Consumer Cyclical: $7.46 Million
Healthcare: $4.23 Million
Consumer Defensive: $3.39 Million
Industrials: $2.94 Million
Other: $3.81 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.39B
$215,000 0.06% of portfolio
2,693
Q4 2024 Added 0.37%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $364 Million
  • Prior Value $350 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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