Safeguard-Investment-Advisory-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "BPT",
  "MU",
  "ABBV",
  "JEF",
  null,
  "GOOGL",
  null,
  null,
  "T",
  "AVGO",
  null,
  "DBEF",
  null,
  null,
  null,
  "DUK",
  "HON",
  "HD",
  null,
  "MCD",
  null,
  "UNP",
  "QCOM",
  "FBRT",
  "HSBC",
  "ICE",
  "META",
  "MIST",
  null,
  "LHX",
  "IWS",
  "SILA",
  "MA",
  "MSFT",
  "TMUS",
  "EXC",
  "GAB",
  "GE",
  "TEVA",
  null,
  "ORCL",
  null,
  "VHT",
  "IWF",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "ROK",
  "SPGI",
  null,
  "SRE",
  "RTX",
  "GLD",
  "STX",
  null,
  "SPLG",
  "TMO",
  "TJX",
  "VO",
  "SPH",
  "ACWV",
  null,
  null,
  null,
  "VIG",
  "AFL",
  "AMD",
  "F",
  "IWP",
  "TTC",
  "AEP",
  "SGOL",
  null,
  null,
  "IEX",
  "AMZN",
  null,
  "IVE",
  null,
  "VGT",
  "VUG",
  "VFH",
  null,
  "VOO",
  "VTV",
  "V",
  "WBD",
  "WMT",
  "WFC",
  "WELL",
  "XEL",
  null,
  null,
  "SCHD",
  "ET",
  null,
  "NOK",
  null,
  "CRM",
  "SWKS",
  null,
  null,
  null,
  null,
  null,
  "BAC",
  "BRK-B",
  "BA",
  "CVX",
  "CSCO",
  "C",
  "COP",
  "COST",
  "CSX",
  "DE",
  null,
  null,
  "DFAX",
  "DFAC",
  "USMV",
  "QQQ",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 141
Total Value: 367980923
Accession Number: 0001172661-25-002270
Form Type: 13F-HR
CIK: safeguard-investment-advisory-group
Manager Name: Safeguard-Investment-Advisory-Group

Data Enrichment

77% identified

108 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

141 positions • $368.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46429B697

USMV|46429B697

Shares:19.2K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$368.0M)

Tesla, Inc.

TSLA|88160R101

Shares:6.9K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$368.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.9K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$368.0M)

Meta Platforms, Inc.

META|30303M102

Shares:3.0K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$368.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:11.1K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$368.0M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:40.2K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$368.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:3.1K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$368.0M)

25434V864

Shares:33.5K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$368.0M)

NETFLIX INC

NFLX|64110L106

Shares:1.7K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$368.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.9K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$368.0M)

92204A702

VGT|92204A702

Shares:2.6K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$368.0M)

25434V401

Shares:23.3K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$368.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:11.0K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$368.0M)

VISA INC.

V|92826C839

Shares:3.6K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$368.0M)

464289479

Shares:23.2K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$368.0M)

92204A207

Shares:4.8K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$368.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.3K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$368.0M)

464288356

Shares:18.1K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$368.0M)

464287523

Shares:5.4K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$368.0M)

HOME DEPOT, INC.

HD|437076102

Shares:2.7K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$368.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(USMVcusip46429B697)	19.2K	QoQ +1.07% (+204) YoY -27.64% (-7.3K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$368.0M)	QoQ +6.62% (+$111.9K) YoY -18.91% (-$420.0K)
Tesla, Inc.(TSLAcusip88160R101)	6.9K	QoQ +17.64% (-1.0K) YoY +9.36% (+593)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$368.0M)	QoQ -24.51% (-$582.6K) YoY +61.22% (+$681.2K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.9K	QoQ +12.57% (+207) YoY +35.45% (+485)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$368.0M)	QoQ +16.25% (+$245.4K) YoY +74.99% (+$752.2K)
Meta Platforms, Inc.(METAcusip30303M102)	3.0K	QoQ +38.56% (+840) YoY +76.38% (+1.3K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$368.0M)	QoQ +36.46% (+$465.0K) YoY +109.37% (+$909.2K)
Alphabet Inc.(GOOGLcusip02079K305)	11.1K	QoQ +47.70% (+3.6K) YoY +100.07% (+5.6K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$368.0M)	QoQ +20.71% (+$295.0K) YoY +105.10% (+$880.9K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	40.2K	QoQ +4.15% (-1.6K) YoY -2.85% (-1.2K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$368.0M)	QoQ -1.10% (-$18.7K) YoY +6.91% (-$108.7K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	3.1K	QoQ +23.42% (+584) YoY +37.73% (+843)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$368.0M)	QoQ +27.92% (+$352.2K) YoY +46.00% (+$508.4K)
(cusip25434V864)✕	33.5K	QoQ +6.64% (+2.1K) YoY +11.62% (+3.5K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$368.0M)	QoQ +8.10% (+$119.2K) YoY +12.77% (+$180.0K)
NETFLIX INC(NFLXcusip64110L106)	1.7K	QoQ +12.46% (+183) YoY +5.96% (+93)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$368.0M)	QoQ +17.66% (+$231.2K) YoY +62.70% (+$593.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.9K	QoQ +58.07% (+1.1K) YoY +134.01% (+1.6K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$368.0M)	QoQ +85.72% (+$705.3K) YoY +196.38% (+$1.0M)
(VGTcusip92204A702)	2.6K	QoQ +87.42% (+1.2K) YoY NEW(+2.6K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$368.0M)	QoQ +63.78% (+$557.9K) YoY NEW(+$1.4M)
(cusip25434V401)✕	23.3K	QoQ -1.19% (-281) YoY -34.45% (-12.2K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$368.0M)	QoQ -6.24% (-$93.8K) YoY -30.42% (-$615.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	11.0K	QoQ +20.82% (+1.9K) YoY +43.05% (+3.3K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$368.0M)	QoQ +33.68% (+$328.8K) YoY +46.52% (+$414.4K)
VISA INC.(Vcusip92826C839)	3.6K	QoQ +10.87% (+349) YoY +14.99% (+464)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$368.0M)	QoQ +23.04% (+$233.7K) YoY +44.56% (+$384.6K)
(cusip464289479)✕	23.2K	QoQ -4.69% (-1.1K) YoY -43.12% (-17.6K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$368.0M)	QoQ -2.06% (-$24.4K) YoY -44.36% (-$923.2K)
(cusip92204A207)✕	4.8K	QoQ -1.78% (-88) YoY -10.19% (-549)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$368.0M)	QoQ +1.68% (-$17.5K) YoY -3.73% (-$41.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.3K	QoQ +42.39% (+1.3K) YoY +57.04% (+1.5K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$368.0M)	QoQ +45.86% (+$329.0K) YoY +92.63% (+$503.1K)
(cusip464288356)✕	18.1K	QoQ -3.98% (-750) YoY -20.99% (-4.8K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$368.0M)	QoQ -5.66% (-$61.0K) YoY -22.72% (-$298.9K)
(cusip464287523)✕	5.4K	QoQ -5.09% (-289) YoY -10.70% (-646)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$368.0M)	QoQ -17.08% (-$209.2K) YoY -25.52% (-$347.9K)
HOME DEPOT, INC.(HDcusip437076102)	2.7K	QoQ +26.39% (+572) YoY +80.19% (+1.2K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$368.0M)	QoQ +19.37% (+$163.2K) YoY +72.57% (+$423.0K)