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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Safeguard-Investment-Advisory-Group
Data Enrichment
77% identified108 identified33 unidentified
Holdings
141 positions • $368.0M total value
Manager:
Search and click to pin securities to the top
Page 8 of 8
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
15.6K | QoQ NEW(+15.6K) YoY NEW(+15.6K) | All Managers (Combined) | $8.6K | 0.0% ($8.6K/$368.0M) | QoQ NEW(+$8.6K) YoY NEW(+$8.6K) |