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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 : 6     View All Holdings Currently Viewing:  Unchanged 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
   (LUK)1 Year Chart         LUK Leucadia National Corp 19 - $45.79 $1,739,000 39,437 0.59% 145,000 0 0.006    Integrated Telecommun...
   (IVOG)1 Year Chart         IVOG Vanguard S&p Mid Cap 40... 74 - $110.09 $295,000 2,600 0.1% 40,000 0 0.057    N/A
   (DBEF)1 Year Chart         DBEF Xtrackers MSCI EAFE Hedged ... 83 - $41.56 $247,000 6,023 0.08% 24,000 0 0.006    N/A
   (BX)1 Year Chart         BX Blackstone Group LP 93 - $120.62 $227,000 1,729 0.08% 1,000 0 0    Asset Management
   (FBRT)1 Year Chart         FBRT Franklin Bsp Realty Trust O... 101 - $6.50 $179,000 13,374 0.06% -2,000 0 0.014    REIT - Housing/Apartm...
   (AAU)1 Year Chart         AAU Almaden Minerals Ltd 104 - $0.12 $1,000 10,000 0% 0 0 0.008    Industrial Metals & M...

      6 Records Found
  1    
Page 1 of 1
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