Safeguard Investment Advisory Group, LLC
Top Portfolio Positions
95 positions ·
$153,821,277 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
71,039 | $41,002,290 | 26.66% | |
| SPY |
Spdr S&P 500 ETF Trust
|
50,211 | $32,654,221 | 21.23% | |
| AAPL |
Apple Inc.
Technology
|
39,609 | $10,052,368 | 6.54% | |
| NVDA |
Nvidia Corp
Technology
|
29,696 | $5,178,982 | 3.37% | |
| AVGO |
Broadcom Inc.
Technology
|
16,435 | $5,086,796 | 3.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
17,525 | $3,649,931 | 2.37% | |
| MSFT |
Microsoft Corp
Technology
|
8,525 | $3,155,699 | 2.05% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,942 | $2,571,361 | 1.67% | |
| LLY |
ELI LILLY & Co
Healthcare
|
2,602 | $2,393,241 | 1.56% | |
| T |
At&T Inc.
Communication Services
|
67,773 | $1,964,739 | 1.28% |
Portfolio Trend
22 quarters · across all stocks
Holdings in SPH
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,011 | 10,158 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $186,493 | 10,059 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $201,791 | 10,890 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $205,813 | 9,796 | Shares | Sole | 2025-05-15 | |
| 2020-12-31 | $20,997 | 1,413 | Shares | Sole | 2021-02-18 | |
| No 13F history on record for this holder in this stock. | ||||||