Safeguard Investment Advisory Group, LLC Portfolio Holdings

Safeguard Investment Advisory Group, LLC

  • $350 Million
  • Q3 2024

Safeguard Investment Advisory Group, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $350 Million distributed in 119 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 $86.9M, Dimensional ETF Tr Dimensional with a value of $48.2M, Invesco Qqq Trust, Series 1 with a value of $42.9M, Spdr S&P 500 ETF Trust with a value of $33.6M, and Dimensional ETF Tr Dimensional with a value of $22.2M.

Examining the 13F form we can see an increase of $28.4M in the current position value, from $322M to 350M.

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

Portfolio value $350 Million
ETFs: $293 Million
Technology: $21.8 Million
Financial Services: $7.13 Million
Communication Services: $6.71 Million
Consumer Cyclical: $6.11 Million
Healthcare: $4.65 Million
Consumer Defensive: $3.17 Million
Industrials: $2.44 Million
Other: $4.21 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$74,000 0.02% of portfolio
13,643
Q3 2024 Reduced 1.31%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $350 Million
  • Prior Value $322 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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