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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CHEVRON CORP

CVX|166764100

Shares:5.9K

Value:$985.5K

% of Portfolio:0.3% ($985.5K/$368.0M)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:15.0K

Value:$970.6K

% of Portfolio:0.3% ($970.6K/$368.0M)

25434V609

Shares:18.5K

Value:$952.4K

% of Portfolio:0.3% ($952.4K/$368.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:5.5K

Value:$933.3K

% of Portfolio:0.3% ($933.3K/$368.0M)

25434V849

Shares:19.0K

Value:$905.1K

% of Portfolio:0.2% ($905.1K/$368.0M)

25434V880

DFAX|25434V880

Shares:34.2K

Value:$897.1K

% of Portfolio:0.2% ($897.1K/$368.0M)

464287200

IVV|464287200

Shares:1.6K

Value:$878.0K

% of Portfolio:0.2% ($878.0K/$368.0M)

Walt Disney Co

DIS|254687106

Shares:8.6K

Value:$848.0K

% of Portfolio:0.2% ($848.0K/$368.0M)

Walmart Inc.

WMT|931142103

Shares:8.4K

Value:$741.1K

% of Portfolio:0.2% ($741.1K/$368.0M)

46641Q837

Shares:14.6K

Value:$737.5K

% of Portfolio:0.2% ($737.5K/$368.0M)

92204A405

VFH|92204A405

Shares:6.1K

Value:$727.0K

% of Portfolio:0.2% ($727.0K/$368.0M)

Alphabet Inc.

GOOG|02079K107

Shares:4.6K

Value:$723.4K

% of Portfolio:0.2% ($723.4K/$368.0M)

464287176

Shares:6.3K

Value:$696.8K

% of Portfolio:0.2% ($696.8K/$368.0M)

BOEING CO

BA|097023105

Shares:4.1K

Value:$694.7K

% of Portfolio:0.2% ($694.7K/$368.0M)

464289438

Shares:3.3K

Value:$691.7K

% of Portfolio:0.2% ($691.7K/$368.0M)

abrdn Gold ETF Trust

SGOL|00326A104

Shares:23.2K

Value:$691.6K

% of Portfolio:0.2% ($691.6K/$368.0M)

SEMPRA

SRE|816851109

Shares:9.6K

Value:$687.5K

% of Portfolio:0.2% ($687.5K/$368.0M)

97717Y527

Shares:12.9K

Value:$648.3K

% of Portfolio:0.2% ($648.3K/$368.0M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:5.9K

Value:$610.8K

% of Portfolio:0.2% ($610.8K/$368.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:9.7K

Value:$598.5K

% of Portfolio:0.2% ($598.5K/$368.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHEVRON CORP(CVXcusip166764100)	5.9K	QoQ +7.27% (+399) YoY +25.56% (+1.2K)	All Managers (Combined)	$985.5K	0.3% ($985.5K/$368.0M)	QoQ +24.06% (+$191.2K) YoY +33.33% (+$246.4K)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	15.0K	QoQ +0.88% (-132) YoY -4.89% (-773)	All Managers (Combined)	$970.6K	0.3% ($970.6K/$368.0M)	QoQ -26.47% (-$349.6K) YoY -43.25% (-$740.0K)
(cusip25434V609)✕	18.5K	QoQ -1.41% (-266) YoY -12.60% (-2.7K)	All Managers (Combined)	$952.4K	0.3% ($952.4K/$368.0M)	QoQ -8.80% (-$92.0K) YoY -17.33% (-$199.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	5.5K	QoQ +39.71% (+1.6K) YoY +116.77% (+2.9K)	All Managers (Combined)	$933.3K	0.3% ($933.3K/$368.0M)	QoQ +42.27% (+$277.3K) YoY +128.15% (+$524.3K)
(cusip25434V849)✕	19.0K	QoQ -18.91% (-4.4K) YoY -15.71% (-3.5K)	All Managers (Combined)	$905.1K	0.2% ($905.1K/$368.0M)	QoQ -19.25% (-$215.8K) YoY -16.62% (-$180.5K)
(DFAXcusip25434V880)	34.2K	QoQ -7.72% (-2.9K) YoY -10.55% (-4.0K)	All Managers (Combined)	$897.1K	0.2% ($897.1K/$368.0M)	QoQ -2.75% (-$25.4K) YoY -7.89% (-$76.9K)
(IVVcusip464287200)	1.6K	QoQ +40.25% (+448) YoY +133.68% (+893)	All Managers (Combined)	$878.0K	0.2% ($878.0K/$368.0M)	QoQ +33.95% (+$222.5K) YoY +150.33% (+$527.3K)
Walt Disney Co(DIScusip254687106)	8.6K	QoQ +119.51% (+4.7K) YoY +73.68% (+3.6K)	All Managers (Combined)	$848.0K	0.2% ($848.0K/$368.0M)	QoQ +94.56% (+$412.2K) YoY +40.07% (+$242.6K)
Walmart Inc.(WMTcusip931142103)	8.4K	QoQ -9.02% (-838) YoY -9.16% (-852)	All Managers (Combined)	$741.1K	0.2% ($741.1K/$368.0M)	QoQ -11.63% (-$97.6K) YoY +32.47% (-$181.7K)
(cusip46641Q837)✕	14.6K	QoQ NEW(+14.6K) YoY NEW(+14.6K)	All Managers (Combined)	$737.5K	0.2% ($737.5K/$368.0M)	QoQ NEW(+$737.5K) YoY NEW(+$737.5K)
(VFHcusip92204A405)	6.1K	QoQ +0.32% (+20) YoY -9.43% (-634)	All Managers (Combined)	$727.0K	0.2% ($727.0K/$368.0M)	QoQ +1.55% (+$11.2K) YoY +5.68% (-$39.1K)
Alphabet Inc.(GOOGcusip02079K107)	4.6K	QoQ +4.63% (-205) YoY -11.66% (-611)	All Managers (Combined)	$723.4K	0.2% ($723.4K/$368.0M)	QoQ -14.16% (-$119.4K) YoY -9.33% (-$74.5K)
(cusip464287176)✕	6.3K	QoQ -10.64% (-747) YoY -38.42% (-3.9K)	All Managers (Combined)	$696.8K	0.2% ($696.8K/$368.0M)	QoQ -6.82% (-$51.0K) YoY -36.29% (-$397.0K)
BOEING CO(BAcusip097023105)	4.1K	QoQ +0.12% (-5) YoY -3.34% (-141)	All Managers (Combined)	$694.7K	0.2% ($694.7K/$368.0M)	QoQ -3.51% (-$25.3K) YoY -14.59% (-$118.7K)
(cusip464289438)✕	3.3K	QoQ -0.45% (-15) YoY -2.92% (-99)	All Managers (Combined)	$691.7K	0.2% ($691.7K/$368.0M)	QoQ -10.76% (-$83.4K) YoY +4.92% (-$32.5K)
abrdn Gold ETF Trust(SGOLcusip00326A104)	23.2K	QoQ +2.91% (+657) YoY -11.05% (-2.9K)	All Managers (Combined)	$691.6K	0.2% ($691.6K/$368.0M)	QoQ +22.51% (+$127.1K) YoY +24.88% (-$137.8K)
SEMPRA(SREcusip816851109)	9.6K	QoQ +27.75% (+2.1K) YoY +26.42% (+2.0K)	All Managers (Combined)	$687.5K	0.2% ($687.5K/$368.0M)	QoQ +3.92% (+$26.0K) YoY +25.60% (+$140.1K)
(cusip97717Y527)✕	12.9K	QoQ NEW(+12.9K) YoY NEW(+12.9K)	All Managers (Combined)	$648.3K	0.2% ($648.3K/$368.0M)	QoQ NEW(+$648.3K) YoY NEW(+$648.3K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	5.9K	QoQ +30.65% (+1.4K) YoY +52.90% (-2.1K)	All Managers (Combined)	$610.8K	0.2% ($610.8K/$368.0M)	QoQ +11.13% (+$61.2K) YoY -12.96% (-$91.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	9.7K	QoQ +40.80% (+2.8K) YoY +109.35% (+5.1K)	All Managers (Combined)	$598.5K	0.2% ($598.5K/$368.0M)	QoQ +46.82% (+$190.9K) YoY +159.02% (+$367.4K)