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  Name: Safeguard Investment Advisory Group LLC
  City: Corona
  State: CA
  Zip: 92883
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $294,455,000
  Total Value Change : $29,164,000
  Securities Held Change : 3
   
All Securities Held : 104
  New Positions : 7
  Closed Positions : 4
  Increased Positions : 24
  Unchanged Positions : 6
  Decreased Positions : 67

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (C)1 Year Chart         C Citigroup Inc 108 Closed $61.77 $0 0 0% -202,000 -3,922 0    Domestic Money Center...
   (MMM)1 Year Chart         MMM 3M Co 107 Closed $99.06 $0 0 0% -246,000 -2,248 0    Conglomerates
   (AMGN)1 Year Chart         AMGN Amgen Inc 106 Closed $307.38 $0 0 0% -212,000 -737 0    Biotechnology
   (DIA)1 Year Chart         DIA Diamonds Trust 105 Closed $388.53 $0 0 0% -205,000 -545 0    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
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