Safeguard Financial, LLC current holdings: USA Stocks
Safeguard Financial, LLC reported $0.03 billion in share positions in stocks (listed in the US), 33 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are AAPL, MSFT, AMZN.
- AAPL: Country of operation United States; Class COM; Shares 15,038; Value $3,340,483.
- MSFT: Country of operation United States; Class COM; Shares 8,457; Value $3,174,507.
- AMZN: Country of operation United States; Class COM; Shares 11,343; Value $2,158,119.
- NVDA: Country of operation United States; Class COM; Shares 14,562; Value $1,578,278.
Form 13F-HR as filed (SEC CIK 1922498): quarter ended 2025-03-31, filed 2025-04-11. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
AAPL
APPLE INC | United States | COM | 15,038 | $3,340,483 | 13.15% | 2025-03-31 | 2025-04-11 | |
|---|
MSFT
MICROSOFT CORP | United States | COM | 8,457 | $3,174,507 | 12.50% | 2025-03-31 | 2025-04-11 | +35.58% |
|---|
AMZN
AMAZON COM INC | United States | COM | 11,343 | $2,158,119 | 8.50% | 2025-03-31 | 2025-04-11 | +29.65% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 14,562 | $1,578,278 | 6.22% | 2025-03-31 | 2025-04-11 | +109.64% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 2,527 | $1,345,830 | 5.30% | 2025-03-31 | 2025-04-11 | |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 4,107 | $1,007,386 | 3.97% | 2025-03-31 | 2025-04-11 | +36.56% |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 870 | $822,883 | 3.24% | 2025-03-31 | 2025-04-11 | -2.24% |
|---|
META
META PLATFORMS INC | United States | CL A | 1,402 | $808,272 | 3.18% | 2025-03-31 | 2025-04-11 | +28.18% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 5,076 | $793,050 | 3.12% | 2025-03-31 | 2025-04-11 | +115.91% |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 4,651 | $792,542 | 3.12% | 2025-03-31 | 2025-04-11 | -12.97% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 4,982 | $770,478 | 3.03% | 2025-03-31 | 2025-04-11 | +120.46% |
|---|
TSLA
TESLA INC | United States | COM | 2,935 | $760,635 | 3.00% | 2025-03-31 | 2025-04-11 | +36.15% |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 1,274 | $698,055 | 2.75% | 2025-03-31 | 2025-04-11 | +2.82% |
|---|
WMT
WALMART INC | United States | COM | 7,752 | $680,508 | 2.68% | 2025-03-31 | 2025-04-11 | +21.65% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 5,404 | $642,725 | 2.53% | 2025-03-31 | 2025-04-11 | |
|---|
V
VISA INC | United States | COM CL A | 1,573 | $551,335 | 2.17% | 2025-03-31 | 2025-04-11 | +4.40% |
|---|
NOC
NORTHROP GRUMMAN CORP | United States | COM | 992 | $507,914 | 2.00% | 2025-03-31 | 2025-04-11 | -1.45% |
|---|
CBRE
CBRE GROUP INC | United States | CL A | 3,779 | $494,218 | 1.95% | 2025-03-31 | 2025-04-11 | +0.05% |
|---|
HONZZZZ
HONEYWELL INTL INC | | COM | 2,221 | $470,297 | 1.85% | 2025-03-31 | 2025-04-11 | |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,424 | $354,092 | 1.39% | 2025-03-31 | 2025-04-11 | -11.53% |
|---|
AVGO
BROADCOM INC | United States | COM | 1,900 | $318,064 | 1.25% | 2025-03-31 | 2025-04-11 | +112.09% |
|---|
ABBV
ABBVIE INC | United States | COM | 1,467 | $307,366 | 1.21% | 2025-03-31 | 2025-04-11 | +25.66% |
|---|
ORCL
ORACLE CORP | United States | COM | 2,187 | $305,738 | 1.20% | 2025-03-31 | 2025-04-11 | -1.44% |
|---|
COP
CONOCOPHILLIPS | United States | COM | 2,831 | $297,312 | 1.17% | 2025-03-31 | 2025-04-11 | +19.44% |
|---|
CMG
CHIPOTLE MEXICAN GRILL INC | United States | COM | 5,700 | $286,197 | 1.13% | 2025-03-31 | 2025-04-11 | -36.51% |
|---|
CL
COLGATE PALMOLIVE CO | United States | COM | 2,917 | $273,323 | 1.08% | 2025-03-31 | 2025-04-11 | -7.73% |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 982 | $264,282 | 1.04% | 2025-03-31 | 2025-04-11 | +13.51% |
|---|
QCOM
QUALCOMM INC | United States | COM | 1,650 | $253,469 | 1.00% | 2025-03-31 | 2025-04-11 | +19.85% |
|---|
HD
HOME DEPOT INC | United States | COM | 665 | $243,756 | 0.96% | 2025-03-31 | 2025-04-11 | -21.41% |
|---|
GE
GE AEROSPACE | United States | COM NEW | 1,182 | $236,596 | 0.93% | 2025-03-31 | 2025-04-11 | +58.83% |
|---|
KR
KROGER CO | United States | COM | 3,291 | $222,749 | 0.88% | 2025-03-31 | 2025-04-11 | -10.19% |
|---|
TT
TRANE TECHNOLOGIES PLC | | SHS | 660 | $222,367 | 0.88% | 2025-03-31 | 2025-04-11 | +35.22% |
|---|
VIXM
PROSHARES TR II | United States | VIX MDTRM FUTR N | 13,276 | $210,425 | 0.83% | 2025-03-31 | 2025-04-11 | -18.86% |
|---|
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