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