Safeguard Investment Advisory Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$351M
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 119 stock holdings with total value $351M as of Q3 2024. Top holdings included DFAC, DUHP, QQQ, SPY, and DFSV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 101 $265M +$12.8M -$4.56M +$8.2M DFAC, QQQ, DUHP, SPY, DFSV 13F-HR 1/26/2024, 04:52 PM
Q3 2023 95 $230M +$11.7M -$7.51M +$4.2M DFAC, QQQ, DUHP, SPY, DFSV 13F-HR 11/14/2023, 12:38 PM
Q2 2023 103 $235M +$23.4M -$11.7M +$11.7M DFAC, QQQ, DUHP, SPY, DFSV 13F-HR 8/1/2023, 01:07 PM
Q1 2023 100 $208M +$69.8M -$38.1M +$31.7M DFAC, QQQ, DUHP, SPY, DFSV 13F-HR 5/4/2023, 07:43 AM
Q4 2022 98 $162M +$12.5M -$4.57M +$7.94M QQQ, VIG, SPY, IHI, DFAC 13F-HR 1/26/2023, 02:12 PM
Q3 2022 95 $146M +$23.4M -$10.3M +$13.1M QQQ, VIG, SPY, IHI, ILTB 13F-HR 10/25/2022, 06:16 PM
Q2 2022 95 $84.3M $0 $0 VIG, ILTB, DFAC, TIP, GLD 13F-HR 7/20/2022, 02:35 PM
Q1 2022 87 $147M +$7.79M -$22M -$14.2M QQQ, VIG, IHI, ILTB, SOXX 13F-HR 5/4/2022, 10:28 AM
Q4 2021 92 $171M +$8.23M -$2.45M +$5.79M QQQ, VIG, ILTB, SOXX, IHI 13F-HR 2/3/2022, 12:22 PM
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 -$29.1M -$3.13M QQQ, VIG, TIP, ILTB, USMV 13F-HR 5/10/2021, 11:32 AM
Q4 2020 707 $113M $0 $0 QQQ, TIP, USMV, AAPL, VIG 13F-HR 2/18/2021, 01:44 PM