Safeguard Financial, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Safeguard Financial, LLC opened 1 positions, added to 9, reduced 20, sold out of 5 and left 3 unchanged. The largest increase in value was BRKB (+$245,719); the largest decrease was AAPL (-$487,385).
- TSLA: Country of operation United States; Class COM; Shares 2024-12-31 2,932; Shares 2025-03-31 2,935.
- MSFT: Country of operation United States; Class COM; Shares 2024-12-31 8,427; Shares 2025-03-31 8,457.
- BRKB: Country of operation —; Class CL B NEW; Shares 2024-12-31 2,427; Shares 2025-03-31 2,527.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2024-12-31 4,929; Shares 2025-03-31 5,076.
Two Form 13F-HR filings compared (SEC CIK 1922498): 2024-12-31 (filed 2025-01-14) and 2025-03-31 (filed 2025-04-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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