SAFEGUARD FINANCIAL, LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 15K | $3.34M |
 | NVDA | 15K | $1.58M |
 | AMZN | 11K | $2.16M |
 | MSFT | 8K | $3.17M |
 | WMT | 8K | $680.51K |
 | CMG | 6K | $286.20K |
 | XOM | 5K | $642.73K |
 | GOOG | 5K | $793.05K |
 | GOOGL | 5K | $770.48K |
 | PG | 5K | $792.54K |
 | JPM | 4K | $1.01M |
 | CBRE | 4K | $494.22K |
 | KR | 3K | $222.75K |
 | TSLA | 3K | $760.63K |
 | CL | 3K | $273.32K |
 | COP | 3K | $297.31K |
 | BRK-B | 3K | $1.35M |
 | HON | 2K | $470.30K |
 | ORCL | 2K | $305.74K |
 | AVGO | 2K | $318.06K |
Apple Inc.
AAPL
Shares Held
15K
Value
$3.34M
NVIDIA Corporation
NVDA
Shares Held
15K
Value
$1.58M
Amazon.com, Inc.
AMZN
Shares Held
11K
Value
$2.16M
Microsoft Corporation
MSFT
Shares Held
8K
Value
$3.17M
Walmart Inc.
WMT
Shares Held
8K
Value
$680.51K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
6K
Value
$286.20K
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$642.73K
Alphabet Inc.
GOOG
Shares Held
5K
Value
$793.05K
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$770.48K
The Procter & Gamble Company
PG
Shares Held
5K
Value
$792.54K
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.01M
CBRE Group, Inc.
CBRE
Shares Held
4K
Value
$494.22K
The Kroger Co.
KR
Shares Held
3K
Value
$222.75K
Tesla, Inc.
TSLA
Shares Held
3K
Value
$760.63K
Colgate-Palmolive Company
CL
Shares Held
3K
Value
$273.32K
ConocoPhillips
COP
Shares Held
3K
Value
$297.31K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.35M
Honeywell International Inc.
HON
Shares Held
2K
Value
$470.30K
Oracle Corporation
ORCL
Shares Held
2K
Value
$305.74K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$318.06K