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Secure Asset Management

Latest statistics and disclosures from Secure Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, AAPL, XLK, IVV, FTXO, and represent 32.49% of Secure Asset Management's stock portfolio.
Added to shares of these 10 stocks: VOO (+$11M), FTXO, BINC, SRLN, PFFA, QVOY, BSCT, GGG, BSCU, XLK.
Started 41 new stock positions in FNCL, USHY, XHB, VTEB, ZTS, PANW, OUSM, CL, GIS, SCHH.
Reduced shares in these 10 stocks: IVV (-$9.2M), FV, USFR, FLTR, FSLD, Guggenheim Bulletshrs 2023 Corp Bd Etf, USMV, EPD, , VSTO.
Sold out of its positions in CWH, CSCO, C, CCI, DAL, D, ET, EPD, FENY, FSLD.
Secure Asset Management was a net buyer of stock by $6.6M.
Secure Asset Management has $372M in assets under management (AUM), dropping by 11.33%.
Central Index Key (CIK): 0001800692

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Portfolio Holdings for Secure Asset Management

Secure Asset Management holds 226 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	11.6	$43M	+34%	99k	436.80	View chart
Apple (AAPL)	11.1	$41M		214k	192.53	View chart
Select Sector Spdr Tr Technology (XLK)	3.5	$13M	+15%	68k	192.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$12M	-42%	26k	477.63	View chart
First Tr Exchange-traded Nasdaq Bk Etf (FTXO)	3.0	$11M	+64%	435k	25.26	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	2.1	$8.0M	-37%	155k	51.55	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	2.1	$7.8M	+81%	186k	41.93	View chart
Microsoft Corporation (MSFT)	1.9	$7.2M		19k	376.05	View chart
NVIDIA Corporation (NVDA)	1.5	$5.7M		12k	495.21	View chart
Amazon (AMZN)	1.5	$5.6M		37k	151.94	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.2	$4.6M	+5%	45k	102.88	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	1.1	$4.2M		85k	49.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$4.2M		25k	170.40	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	1.1	$4.0M	-2%	56k	70.84	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	1.1	$3.9M	-2%	44k	90.16	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	1.0	$3.6M	NEW	69k	52.27	View chart
Merck & Co (MRK)	0.9	$3.5M		32k	109.02	View chart
JPMorgan Chase & Co. (JPM)	0.9	$3.3M	-7%	20k	170.10	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.9	$3.3M	-3%	56k	59.66	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.9	$3.2M	-2%	41k	80.04	View chart
Select Sector Spdr Tr Energy (XLE)	0.9	$3.2M	+2%	38k	83.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$3.2M	+4%	14k	232.64	View chart
First Tr Value Line Divid In SHS (FVD)	0.8	$3.1M	-2%	76k	40.56	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.8	$3.1M	NEW	149k	20.71	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.8	$3.1M	-3%	26k	117.45	View chart
Exxon Mobil Corporation (XOM)	0.8	$3.0M	+2%	30k	99.98	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.8	$2.9M		58k	49.39	View chart
Ultimus Managers Tr Q3 All Seasn Act (QVOY)	0.7	$2.7M	+810%	99k	27.47	View chart
Meta Platforms Cl A (META)	0.7	$2.5M		7.1k	353.98	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.7	$2.5M		53k	47.49	View chart
Dollar General (DG)	0.6	$2.3M	-7%	17k	135.95	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.6	$2.2M		106k	20.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.6	$2.1M		110k	19.46	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.6	$2.1M		111k	19.30	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.6	$2.1M	NEW	116k	18.55	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.6	$2.1M		104k	20.45	View chart
First Tr Exchange-traded Nasdq Oil Gas (FTXN)	0.6	$2.1M	+79%	75k	28.30	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.6	$2.1M		102k	20.89	View chart
First Tr Exchange-traded Cboe Vest Rising (RDVI)	0.6	$2.1M	-2%	92k	23.08	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.6	$2.1M	-18%	48k	43.29	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$2.0M	-4%	27k	76.38	View chart
Gra (GGG)	0.5	$2.0M	NEW	23k	86.76	View chart
Abbvie (ABBV)	0.5	$2.0M	-18%	13k	154.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$1.9M	-6%	26k	76.13	View chart
Visa Com Cl A (V)	0.5	$1.9M		7.5k	260.35	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.5	$1.9M	NEW	117k	16.64	View chart
Chevron Corporation (CVX)	0.5	$1.9M		13k	149.16	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.5	$1.8M	+7%	24k	74.58	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.8M	+8%	8.3k	213.33	View chart
McDonald's Corporation (MCD)	0.5	$1.7M	-6%	5.7k	296.54	View chart
Coca-Cola Company (KO)	0.4	$1.7M		28k	58.93	View chart
General Dynamics Corporation (GD)	0.4	$1.6M		6.3k	259.69	View chart
CVS Caremark Corporation (CVS)	0.4	$1.6M	+2%	20k	78.96	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.4	$1.5M		11k	143.64	View chart
Innovative Industria A (IIPR)	0.4	$1.5M		15k	100.82	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$1.5M		12k	130.92	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.4	$1.5M	NEW	32k	46.09	View chart
salesforce (CRM)	0.4	$1.4M		5.5k	263.14	View chart
Alps Etf Tr Oshares Eur Qlt (OEUR)	0.4	$1.4M	NEW	51k	28.33	View chart
Philip Morris International (PM)	0.4	$1.4M	+571%	15k	94.08	View chart
Pfizer (PFE)	0.4	$1.4M		49k	28.79	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$1.4M		11k	126.60	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.4	$1.4M	NEW	28k	50.59	View chart
BlackRock MuniYield Michigan Insured Fnd (MIY)	0.4	$1.4M	+2%	122k	11.36	View chart
Procter & Gamble Company (PG)	0.4	$1.4M	-2%	9.3k	146.54	View chart
American Electric Power Company (AEP)	0.4	$1.3M		16k	81.22	View chart
Wal-Mart Stores (WMT)	0.4	$1.3M	+16%	8.3k	157.65	View chart
Newmont Mining Corporation (NEM)	0.4	$1.3M		32k	41.39	View chart
Essential Utils (WTRG)	0.4	$1.3M	NEW	35k	37.35	View chart
Kraft Heinz (KHC)	0.4	$1.3M		35k	36.98	View chart
Rent-A-Center (UPBD)	0.3	$1.3M		38k	33.97	View chart
UnitedHealth (UNH)	0.3	$1.3M		2.4k	526.39	View chart
Williams Companies (WMB)	0.3	$1.3M		36k	34.83	View chart
Public Service Enterprise (PEG)	0.3	$1.2M		20k	61.15	View chart
Charles Schwab Corporation (SCHW)	0.3	$1.2M	-5%	18k	68.80	View chart
Repay Hldgs Corp Com Cl A (RPAY)	0.3	$1.2M		144k	8.54	View chart
Tesla Motors (TSLA)	0.3	$1.2M		4.9k	248.48	View chart
Generac Holdings (GNRC)	0.3	$1.2M		9.4k	129.24	View chart
Applied Materials (AMAT)	0.3	$1.2M		7.4k	162.08	View chart
Fiserv (FI)	0.3	$1.2M	+4%	9.0k	132.84	View chart
Deckers Outdoor Corporation (DECK)	0.3	$1.2M		1.8k	668.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.2M	+4%	2.9k	409.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.2M	-3%	3.3k	356.66	View chart
Home Depot (HD)	0.3	$1.2M	-6%	3.4k	346.55	View chart
Mirum Pharmaceuticals (MIRM)	0.3	$1.2M		39k	29.52	View chart
Vici Pptys (VICI)	0.3	$1.1M		36k	31.88	View chart
Diamondback Energy (FANG)	0.3	$1.1M	NEW	7.2k	155.08	View chart
Simply Good Foods (SMPL)	0.3	$1.1M		28k	39.60	View chart
Tapestry (TPR)	0.3	$1.1M	+3%	29k	36.81	View chart
Willscot Mobil Mini Hldng Com Cl A (WSC)	0.3	$1.1M		24k	44.50	View chart
Pioneer Natural Resources (PXD)	0.3	$1.1M		4.7k	224.90	View chart
Marathon Oil Corporation (MRO)	0.3	$1.0M		42k	24.16	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.3	$997k	-5%	2.1k	483.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$995k	+11%	7.1k	139.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$958k		4.0k	237.22	View chart
Walt Disney Company (DIS)	0.3	$949k	+2%	11k	90.29	View chart
Albemarle Corporation (ALB)	0.3	$949k	NEW	6.6k	144.48	View chart
Chemours (CC)	0.3	$940k	+4%	30k	31.54	View chart
Ford Motor Company (F)	0.2	$905k	-7%	74k	12.19	View chart
Kroger (KR)	0.2	$900k	-36%	20k	45.71	View chart
Johnson & Johnson (JNJ)	0.2	$882k	-2%	5.6k	156.74	View chart
A Mark Precious Metals (AMRK)	0.2	$874k	+2%	29k	30.25	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$866k	+4%	1.8k	475.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$863k	-9%	7.7k	111.63	View chart
DTE Energy Company (DTE)	0.2	$848k		7.7k	110.27	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$820k		5.0k	164.43	View chart
Verizon Communications (VZ)	0.2	$733k	-12%	19k	37.70	View chart
Liberty Media Corp Del Com Lbty Srm S A (LSXMA)	0.2	$691k	-4%	24k	28.74	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$656k	+4%	3.9k	167.96	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$626k	+3%	3.7k	168.55	View chart
CSX Corporation (CSX)	0.2	$621k		18k	34.67	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO)	0.2	$609k	NEW	24k	24.92	View chart
Eli Lilly & Co. (LLY)	0.2	$607k	+29%	1.0k	582.90	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$606k		7.4k	82.04	View chart
Lockheed Martin Corporation (LMT)	0.2	$603k		1.3k	453.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.2	$575k	NEW	23k	24.54	View chart
Nike CL B (NKE)	0.2	$569k	+18%	5.2k	108.57	View chart
Broadcom (AVGO)	0.1	$558k		500.00	1115.95	View chart
Qualcomm (QCOM)	0.1	$546k	-15%	3.8k	144.62	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$543k		1.00	542625.00	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$523k	NEW	13k	39.18	View chart
AFLAC Incorporated (AFL)	0.1	$503k		6.1k	82.50	View chart
Sanofi Sponsored Adr (SNY)	0.1	$496k	-3%	10k	49.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$491k	-49%	4.5k	108.26	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$491k		7.6k	64.69	View chart
Permian Resources Corp Class A Com (PR)	0.1	$487k	NEW	36k	13.60	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$483k		7.5k	64.09	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$476k		9.1k	52.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$475k	+4%	12k	41.10	View chart
Truist Financial Corp equities (TFC)	0.1	$475k	-11%	13k	36.92	View chart
Honeywell International (HON)	0.1	$458k	+3%	2.2k	209.68	View chart
Liberty Media Corp Del Com Lbty Liv S A (LLYVA)	0.1	$454k	+12%	12k	36.55	View chart
Stryker Corporation (SYK)	0.1	$453k		1.5k	299.55	View chart
Invesco Exchange Traded Fd T Building & Const (PKB)	0.1	$444k		7.0k	63.12	View chart
Pepsi (PEP)	0.1	$440k	-4%	2.6k	169.83	View chart
Netflix (NFLX)	0.1	$440k	+2%	903.00	486.75	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$438k	-5%	8.1k	53.97	View chart
Boeing Company (BA)	0.1	$436k	-2%	1.7k	260.64	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$424k	-8%	10k	42.17	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$411k		1.6k	250.68	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$411k	-91%	8.2k	50.24	View chart
Northrop Grumman Corporation (NOC)	0.1	$395k	+2%	844.00	468.04	View chart
Dow (DOW)	0.1	$392k	+2%	7.2k	54.84	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$391k		3.6k	109.37	View chart
Automatic Data Processing (ADP)	0.1	$385k	+3%	1.7k	232.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$377k	NEW	2.1k	179.97	View chart
Palo Alto Networks (PANW)	0.1	$373k	NEW	1.3k	294.76	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$371k	-4%	2.7k	135.88	View chart
Union Pacific Corporation (UNP)	0.1	$370k	+5%	1.5k	245.64	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$368k	+4%	3.9k	95.21	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$368k		2.9k	124.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$363k	+9%	5.2k	70.35	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$353k	+18%	1.8k	191.17	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.1	$351k	-40%	3.3k	105.61	View chart
Caterpillar (CAT)	0.1	$348k		1.2k	295.65	View chart
United Parcel Service CL B (UPS)	0.1	$345k		2.2k	157.21	View chart
Nextera Energy (NEE)	0.1	$341k	-2%	5.6k	60.74	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$336k	NEW	1.8k	186.55	View chart
Adobe Systems Incorporated (ADBE)	0.1	$335k	+6%	561.00	596.60	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$334k	-3%	8.5k	39.11	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$332k	-39%	6.6k	50.47	View chart
Vanguard World Fds Consum Dis Etf (VCR)	0.1	$331k		1.1k	304.64	View chart
Amgen (AMGN)	0.1	$329k	+2%	1.1k	288.04	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$328k	-40%	3.3k	100.27	View chart
Dupont De Nemours (DD)	0.1	$321k	+10%	4.2k	76.94	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$317k	-81%	4.1k	78.03	View chart
ConAgra Foods (CAG)	0.1	$317k	+32%	11k	28.66	View chart
At&t (T)	0.1	$314k		19k	16.78	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.1	$314k	+18%	19k	16.69	View chart
Neos Etf Trust Neos Enh Inm Cas (CSHI)	0.1	$313k	+53%	6.3k	49.93	View chart
Southern Company (SO)	0.1	$305k		4.3k	70.12	View chart
Intel Corporation (INTC)	0.1	$300k		6.0k	50.25	View chart
Spdr Ser Tr S&p Semicndctr (XSD)	0.1	$298k	-10%	1.3k	224.74	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$293k	-8%	2.1k	136.37	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.1	$292k		4.4k	65.74	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.1	$284k	NEW	3.0k	95.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$283k	-7%	1.7k	165.28	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$283k	NEW	14k	20.71	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$282k	NEW	5.3k	53.55	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$272k	-6%	2.2k	126.49	View chart
FedEx Corporation (FDX)	0.1	$271k		1.1k	252.97	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$271k	-2%	3.0k	91.40	View chart
Starbucks Corporation (SBUX)	0.1	$265k	-14%	2.8k	96.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$262k	+12%	1.9k	140.93	View chart
Costco Wholesale Corporation (COST)	0.1	$262k	-19%	397.00	659.39	View chart
Block Cl A (SQ)	0.1	$262k	NEW	3.4k	77.35	View chart
Noble Corp Ord Shs A (NE)	0.1	$261k	NEW	5.4k	48.16	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$259k	-19%	7.3k	35.41	View chart
Constellation Brands Cl A (STZ)	0.1	$254k	NEW	1.1k	241.75	View chart
Bristol Myers Squibb (BMY)	0.1	$254k	+6%	5.0k	51.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$252k	NEW	832.00	303.31	View chart
Vanguard World Fds Utilities Etf (VPU)	0.1	$251k	-20%	1.8k	137.03	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$251k		2.0k	122.73	View chart
International Business Machines (IBM)	0.1	$249k		1.5k	163.51	View chart
Raytheon Technologies Corp (RTX)	0.1	$249k	-29%	3.0k	84.14	View chart
Cigna Corp (CI)	0.1	$246k		823.00	299.45	View chart
Shopify Cl A (SHOP)	0.1	$245k	NEW	3.1k	77.90	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$244k	-4%	900.00	270.74	View chart
Goldman Sachs (GS)	0.1	$244k	-6%	631.00	386.03	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$236k		2.5k	96.38	View chart
Dt Midstream Common Stock (DTM)	0.1	$233k		4.2k	54.80	View chart
Marriott Intl Cl A (MAR)	0.1	$232k		1.0k	225.51	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$232k	-8%	2.0k	117.19	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$231k		1.3k	178.76	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$231k	NEW	612.00	376.90	View chart
Target Corporation (TGT)	0.1	$230k	-15%	1.6k	142.40	View chart
Espey Manufacturing & Electronics (ESP)	0.1	$230k	+3%	12k	18.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$226k	NEW	4.4k	51.05	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$225k	NEW	3.6k	63.33	View chart
United Sts Oil Units (USO)	0.1	$222k		3.3k	66.65	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$221k	NEW	2.5k	89.06	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$220k	NEW	1.7k	128.06	View chart
Advanced Micro Devices (AMD)	0.1	$218k	NEW	1.5k	147.41	View chart
Colgate-Palmolive Company (CL)	0.1	$214k	NEW	2.7k	79.70	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$213k	NEW	5.9k	36.35	View chart
General Motors Company (GM)	0.1	$211k	NEW	5.9k	35.92	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$209k	NEW	3.9k	53.82	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$209k	-36%	1.2k	174.81	View chart
Zoetis Cl A (ZTS)	0.1	$208k	NEW	1.1k	197.37	View chart
BlackRock (BLK)	0.1	$208k	-26%	256.00	812.11	View chart
Vanguard World Fds Financials Etf (VFH)	0.1	$205k	NEW	2.2k	92.24	View chart
Occidental Petroleum Corporation (OXY)	0.1	$205k		3.4k	59.72	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$204k	NEW	713.00	286.40	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$204k	-21%	2.8k	72.66	View chart
General Mills (GIS)	0.1	$203k	NEW	3.1k	65.14	View chart
Phillips 66 (PSX)	0.1	$201k	NEW	1.5k	133.13	View chart

Past Filings by Secure Asset Management

SEC 13F filings are viewable for Secure Asset Management going back to 2019

Secure Asset Management 2023 Q4 filed Jan. 22, 2024
Secure Asset Management 2023 Q3 filed Oct. 18, 2023
Secure Asset Management 2023 Q2 filed July 13, 2023
Secure Asset Management 2023 Q1 filed April 13, 2023
Secure Asset Management 2022 Q4 filed Jan. 20, 2023
Secure Asset Management 2022 Q3 filed Oct. 12, 2022
Secure Asset Management 2022 Q2 filed July 20, 2022
Secure Asset Management 2022 Q1 filed April 19, 2022
Secure Asset Management 2021 Q4 filed Jan. 24, 2022
Secure Asset Management 2021 Q3 filed Oct. 28, 2021
Secure Asset Management 2021 Q2 filed July 16, 2021
Secure Asset Management 2021 Q1 filed April 14, 2021
Secure Asset Management 2020 Q4 filed Feb. 8, 2021
Secure Asset Management 2020 Q3 filed Oct. 20, 2020
Secure Asset Management 2020 Q2 filed July 14, 2020
Secure Asset Management 2020 Q1 filed April 15, 2020

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