$147 Million is the total value of Safeguard Investment Advisory Group, LLC's 87 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMD | New | ADVANCED MICRO DEVICES INC COM | $284,000 | – | 2,603 | +100.0% | 0.19% | – |
| SLQD | New | ISHARES TRUST 0-5YR INVT GR CP ETF0-5yr invt gr cp | $249,000 | – | 5,058 | +100.0% | 0.17% | – |
| CSCO | New | CISCO SYSTEMS INC COM | $216,000 | – | 3,879 | +100.0% | 0.15% | – |
| MA | New | MASTERCARD INCORPORATED COM CL Acl a | $210,000 | – | 588 | +100.0% | 0.14% | – |
| DE | New | DEERE & CO COM | $206,000 | – | 497 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TRUST UNIT SER 1 ETF | 12 | Q3 2023 | 19.1% |
| VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 9.4% |
| SPDR S&P500 ETF TRUST TR UNIT ETF | 12 | Q3 2023 | 8.1% |
| ISHARES TRUST CORE LT USDB ETF | 12 | Q3 2023 | 5.6% |
| ISHARES TRUST U.S. MED DVC ETF | 12 | Q3 2023 | 4.7% |
| ISHARES TRUST TIPS BD ETF | 12 | Q3 2023 | 7.4% |
| APPLE INC COM | 12 | Q3 2023 | 3.8% |
| ISHARES TRUST MSCI USA MIN VOL FACTOR ETF | 12 | Q3 2023 | 6.8% |
| ISHARES TRUST PHLX SEMICND ETF | 12 | Q3 2023 | 4.6% |
| INVESCO EXCH TRADED FD TR II | 12 | Q3 2023 | 3.1% |
View Safeguard Investment Advisory Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-03 |
| 13F-HR | 2021-10-20 |
View Safeguard Investment Advisory Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.