• 13F History

Safeguard Investment Advisory Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$365M
Signature - Title
James Murray - Chief Compliance Officer
Location
Corona, CA
Summary
This page shows a list of all the recent 13F filings made by Safeguard Investment Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Safeguard Investment Advisory Group, LLC reported 117 stock holdings with total value $365M as of Q4 2024. Top holdings included DFAC, DUHP, QQQ, SPY, and DFSV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 117 $365M +$12.5M -$4.6M +$7.93M DFAC, DUHP, QQQ, SPY, DFSV 13F-HR 2/14/2025, 03:41 PM
Q3 2024 119 $351M +$18.9M -$5.49M +$13.4M DFAC, DUHP, QQQ, SPY, DFSV 13F-HR 11/14/2024, 08:21 AM
Q2 2024 107 $322M +$26.8M -$5.63M +$21.2M DFAC, DUHP, QQQ, SPY, DFSV 13F-HR 8/9/2024, 12:39 PM
Q1 2024 104 $294M +$19.2M -$8.65M +$10.5M DFAC, DUHP, QQQ, SPY, DFSV 13F-HR 5/13/2024, 04:40 PM
Q4 2023 103 $266M +$12.8M -$4.56M +$8.2M DFAC, QQQ, DUHP, SPY, DFSV 13F-HR 1/26/2024, 04:52 PM
Q3 2023 105 $230M +$11.8M -$7.51M +$4.26M DFAC, QQQ, DUHP, SPY, DFSV 13F-HR 11/14/2023, 12:38 PM
Q2 2023 103 $235M +$23.4M -$10.2M +$13.2M DFAC, QQQ, DUHP, SPY, DFSV 13F-HR 8/1/2023, 01:07 PM
Q1 2023 100 $208M +$69.8M -$36.2M +$33.6M DFAC, QQQ, DUHP, SPY, DFSV 13F-HR 5/4/2023, 07:43 AM
Q4 2022 98 $162M +$12.5M -$4.02M +$8.49M QQQ, VIG, SPY, IHI, DFAC 13F-HR 1/26/2023, 01:12 PM
Q3 2022 95 $146M QQQ, VIG, SPY, IHI, ILTB 13F-HR 10/25/2022, 06:16 PM
Q2 2022 52 $84.3M VIG, ILTB, DFAC, TIP, GLD 13F-HR 7/20/2022, 02:35 PM
Q1 2022 87 $147M +$7.79M -$5.1M +$2.69M QQQ, VIG, IHI, ILTB, SOXX 13F-HR 5/4/2022, 10:28 AM
Q4 2021 91 $171M +$8.23M -$2.04M +$6.19M QQQ, VIG, ILTB, SOXX, IHI 13F-HR 2/3/2022, 11:22 AM
Q3 2021 89 $155M +$25.6M -$3.97M +$21.7M QQQ, VIG, ILTB, IHI, TIP 13F-HR 10/20/2021, 03:59 PM
Q2 2021 84 $140M +$27M -$6.06M +$21M QQQ, VIG, ILTB, DFAC, ARKK 13F-HR 7/23/2021, 05:07 PM
Q1 2021 76 $112M +$26M -$29M -$2.99M QQQ, VIG, TIP, ILTB, USMV 13F-HR 5/10/2021, 11:32 AM
Q4 2020 642 $113M QQQ, TIP, USMV, AAPL, VIG 13F-HR 2/18/2021, 12:44 PM