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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, NVDA, XLK, IVV, and represent 29.40% of Secure Asset Management's stock portfolio.
Added to shares of these 10 stocks: VGIT (+$5.1M), JMBS (+$5.0M), HYMU (+$5.0M), LMBS, MSTR, VOO, AES, NVDA, AAPL, TGT.
Started 44 new stock positions in WM, ESP, ZTS, LOW, IWS, CDNS, TER, VGIT, JMBS, BABA.
Reduced shares in these 10 stocks: FLDR, PULS, BSCO, SRLN, , FTXO, CC, UYLD, ALB, GGG.
Sold out of its positions in ALB, MIY, CC, FIDU, SIL, DOC, HSY, INTC, BSMP, BSMO. BSCO, MTUM, New York Community Ban, PECO, TQQQ, FLRN, SBUX, STLD, SMCI, BNDX, YRD.
Secure Asset Management was a net buyer of stock by $40M.
Secure Asset Management has $594M in assets under management (AUM), dropping by 12.29%.
Central Index Key (CIK): 0001800692

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Portfolio Holdings for Secure Asset Management

Secure Asset Management holds 300 positions in its portfolio as reported in the September 2024 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)	11.2	$67M	+3%	126k	527.67	View chart
Apple (AAPL)	8.5	$51M	+3%	217k	233.00	View chart
NVIDIA Corporation (NVDA)	3.8	$23M	+8%	188k	121.44	View chart
Select Sector Spdr Tr Technology (XLK)	3.4	$20M	+2%	88k	225.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$15M	+3%	26k	576.81	View chart
Microsoft Corporation (MSFT)	1.9	$11M	+15%	26k	430.30	View chart
Meta Platforms Cl A (META)	1.8	$11M	+2%	18k	572.43	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	1.6	$9.3M	-9%	160k	58.27	View chart
Amazon (AMZN)	1.6	$9.2M	+7%	50k	186.33	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.4	$8.4M		82k	102.58	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.3	$7.9M	+5%	159k	49.31	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	1.3	$7.6M	-21%	182k	41.76	View chart
First Tr Exchange-traded Nasdaq Bk Etf (FTXO)	1.1	$6.8M	-17%	234k	29.08	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	1.1	$6.7M	+6%	293k	22.83	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$5.9M	+14%	29k	200.85	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.0	$5.9M	+3%	49k	119.70	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.9	$5.3M		334k	15.76	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.9	$5.1M	NEW	85k	60.42	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.8	$5.0M	NEW	108k	46.65	View chart
Blackrock Etf Trust Ii High Yld Muni In (HYMU)	0.8	$5.0M	NEW	217k	23.18	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.8	$5.0M	+15%	98k	51.13	View chart
Exxon Mobil Corporation (XOM)	0.8	$5.0M	+2%	43k	117.22	View chart
Tesla Motors (TSLA)	0.8	$4.9M	-5%	19k	261.63	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.8	$4.9M	NEW	99k	49.41	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.7	$4.3M	+2%	55k	79.13	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.7	$4.3M	+2%	42k	104.17	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.7	$4.3M	+3%	47k	90.80	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.7	$4.2M	+6%	78k	53.53	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.7	$3.9M	+4%	66k	59.87	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$3.7M		24k	151.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$3.6M	+15%	18k	198.06	View chart
First Tr Value Line Divid In SHS (FVD)	0.6	$3.6M		80k	45.49	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$3.5M	-6%	69k	50.88	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.6	$3.4M	+13%	76k	45.07	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$3.3M	+12%	5.8k	573.79	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$3.3M	-2%	13k	263.84	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.2M	-3%	15k	210.87	View chart
Barings Corporate Investors (MCI)	0.5	$3.2M	+7%	162k	19.93	View chart
Merck & Co (MRK)	0.5	$3.2M	+6%	28k	113.56	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$3.2M	-8%	55k	57.83	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.5	$2.9M	+6%	17k	174.50	View chart
First Tr Exchange Traded Growth Strength (FTGS)	0.5	$2.8M	+8%	91k	31.22	View chart
Microstrategy Cl A New (MSTR)	0.5	$2.8M	+957%	17k	168.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.8M	+2%	6.0k	460.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.7M	+2%	17k	165.85	View chart
Ultimus Managers Tr Q3 All Seasn Act (QVOY)	0.4	$2.6M	-13%	94k	28.10	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.4	$2.5M	+7%	121k	20.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.4	$2.5M	+7%	126k	19.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.4	$2.5M	+7%	127k	19.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.4	$2.5M	+7%	120k	20.65	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.4	$2.5M	+6%	131k	18.81	View chart
UnitedHealth (UNH)	0.4	$2.5M	+3%	4.2k	584.65	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.4	$2.4M	+7%	144k	16.95	View chart
McDonald's Corporation (MCD)	0.4	$2.2M	+3%	7.3k	304.51	View chart
Abbvie (ABBV)	0.4	$2.2M	+15%	11k	197.48	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$2.2M	+42%	37k	59.21	View chart
Visa Com Cl A (V)	0.4	$2.2M	+13%	7.9k	274.94	View chart
Coca-Cola Company Put Option (KO)	0.4	$2.2M	+12%	30k	71.86	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	0.4	$2.1M	-4%	4.4k	488.07	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$2.1M	-3%	25k	84.53	View chart
Chevron Corporation (CVX)	0.4	$2.1M	+21%	14k	147.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.1M	+23%	12k	167.19	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$2.0M	+13%	17k	116.96	View chart
Boeing Company (BA)	0.3	$2.0M	+54%	13k	152.04	View chart
American Electric Power Company (AEP)	0.3	$2.0M	+12%	20k	102.60	View chart
Wal-Mart Stores (WMT)	0.3	$2.0M	-15%	25k	80.75	View chart
Ares Dynamic Cr Allocation (ARDC)	0.3	$2.0M	-12%	128k	15.28	View chart
Pfizer (PFE)	0.3	$1.9M	+14%	67k	28.94	View chart
Fiserv (FI)	0.3	$1.9M	-7%	11k	179.65	View chart
salesforce (CRM)	0.3	$1.9M	+32%	7.0k	273.73	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$1.9M		4.4k	423.11	View chart
Target Corporation (TGT)	0.3	$1.9M	+535%	12k	155.86	View chart
Philip Morris International (PM)	0.3	$1.9M	-6%	15k	121.40	View chart
CVS Caremark Corporation (CVS)	0.3	$1.8M	+38%	29k	62.88	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$1.8M	+33%	6.5k	280.47	View chart
Mp Materials Corp Com Cl A (MP)	0.3	$1.8M	+8%	101k	17.65	View chart
Oracle Corporation (ORCL)	0.3	$1.8M	-3%	10k	170.40	View chart
Williams Companies (WMB)	0.3	$1.8M	-3%	39k	45.65	View chart
Qualcomm (QCOM)	0.3	$1.8M	+455%	10k	170.05	View chart
Tapestry (TPR)	0.3	$1.7M	+20%	37k	46.98	View chart
Eli Lilly & Co. (LLY)	0.3	$1.7M	+18%	2.0k	885.83	View chart
Public Service Enterprise (PEG)	0.3	$1.7M	-11%	19k	89.21	View chart
AES Corporation (AES)	0.3	$1.7M	NEW	86k	20.06	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$1.7M		45k	37.70	View chart
Newmont Mining Corporation (NEM)	0.3	$1.7M	-25%	31k	53.45	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$1.7M	-35%	46k	36.38	View chart
Vici Pptys (VICI)	0.3	$1.7M	-2%	50k	33.31	View chart
Diamondback Energy (FANG)	0.3	$1.7M	+30%	9.6k	172.41	View chart
Kraft Heinz (KHC)	0.3	$1.6M	+12%	47k	35.11	View chart
Constellation Brands Cl A (STZ)	0.3	$1.6M	+19%	6.3k	257.71	View chart
General Dynamics Corporation (GD)	0.3	$1.6M	-5%	5.4k	302.20	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.3	$1.6M	+3%	13k	125.45	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$1.6M		11k	149.65	View chart
Rent-A-Center (UPBD)	0.3	$1.6M	+22%	50k	31.99	View chart
ConAgra Foods (CAG)	0.3	$1.6M	+3%	50k	32.52	View chart
Generac Holdings (GNRC)	0.3	$1.6M	-4%	10k	158.88	View chart
Innovative Industria A (IIPR)	0.3	$1.6M	-18%	12k	134.60	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$1.6M	+19%	28k	55.53	View chart
Essential Utils (WTRG)	0.3	$1.6M	+5%	40k	38.57	View chart
Noble Corp Ord Shs A (NE)	0.3	$1.6M	+47%	43k	36.14	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$1.5M	+4%	42k	36.13	View chart
Permian Resources Corp Class A Com (PR)	0.3	$1.5M	+32%	112k	13.61	View chart
Charles Schwab Corporation (SCHW)	0.2	$1.5M	+20%	23k	64.81	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$1.4M	+27%	7.5k	191.30	View chart
Targa Res Corp (TRGP)	0.2	$1.4M	-4%	9.7k	148.01	View chart
Mirum Pharmaceuticals (MIRM)	0.2	$1.4M	-20%	37k	39.00	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.2	$1.4M	+16%	27k	51.96	View chart
First Solar (FSLR)	0.2	$1.4M	-27%	5.7k	249.44	View chart
Nextracker Class A Com (NXT)	0.2	$1.4M	NEW	37k	37.48	View chart
Willscot Hldgs Corp Com Cl A (WSC)	0.2	$1.4M	+31%	36k	37.60	View chart
Marathon Oil Corporation (MRO)	0.2	$1.3M	+5%	51k	26.63	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.2	$1.3M	+32%	14k	93.28	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$1.3M	+34%	17k	75.76	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.3M		5.3k	243.06	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$1.3M	+33%	5.9k	211.83	View chart
Palo Alto Networks (PANW)	0.2	$1.2M	+10%	3.6k	341.82	View chart
Home Depot (HD)	0.2	$1.2M		3.0k	405.19	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$1.2M	-13%	14k	87.80	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.2	$1.2M	+36%	19k	63.29	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$1.2M	+3%	47k	24.64	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$1.1M	+7%	22k	50.60	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.2	$1.1M	+5%	21k	54.00	View chart
Irsa Inversiones Y Rep S A Spon Gds Ech 10 (IRS)	0.2	$1.1M	+12%	97k	11.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.1M	+204%	3.9k	283.18	View chart
Pgim Short Dur Hig Yld Opp F (SDHY)	0.2	$1.1M	+58%	66k	16.72	View chart
AFLAC Incorporated (AFL)	0.2	$1.1M		9.8k	111.80	View chart
Alps Etf Tr Oshares Eur Qlt (OEUR)	0.2	$1.1M	+11%	34k	31.89	View chart
Costco Wholesale Corporation (COST)	0.2	$1.1M	+8%	1.2k	886.64	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$1.1M	+3%	6.8k	155.85	View chart
Gra (GGG)	0.2	$1.1M	-48%	12k	87.51	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$1.0M	-8%	22k	46.52	View chart
Ishares Frontier And Sel (FM)	0.2	$1.0M	+41%	38k	27.53	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$1.0M		92k	11.00	View chart
Ge Aerospace Com New (GE)	0.2	$942k	+32%	5.0k	188.58	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$941k		1.6k	586.69	View chart
Advanced Micro Devices (AMD)	0.2	$939k	+63%	5.7k	164.08	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.2	$932k	-81%	19k	50.21	View chart
Eaton Corp SHS (ETN)	0.2	$910k	+8%	2.7k	331.42	View chart
At&t (T)	0.2	$892k	+11%	41k	22.00	View chart
Ford Motor Company (F)	0.1	$876k	+23%	83k	10.56	View chart
Verizon Communications (VZ)	0.1	$866k	-3%	19k	44.91	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$864k	-74%	17k	49.78	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$858k		4.7k	181.99	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.1	$850k	-59%	17k	51.17	View chart
Southern Company (SO)	0.1	$847k	-10%	9.4k	90.18	View chart
Broadcom (AVGO)	0.1	$827k	+999%	4.8k	172.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$820k		3.5k	237.24	View chart
Block Cl A (SQ)	0.1	$818k	-2%	12k	67.13	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$801k		18k	43.68	View chart
Intuitive Surgical Com New (ISRG)	0.1	$754k	+6%	1.5k	491.38	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$747k	NEW	28k	26.27	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$734k	NEW	29k	25.01	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$719k		3.8k	189.82	View chart
Barings Global Short Duration Com cef (BGH)	0.1	$712k	-8%	47k	15.18	View chart
Netflix (NFLX)	0.1	$711k	+12%	1.0k	709.30	View chart
Kroger (KR)	0.1	$709k	-3%	12k	57.30	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$691k		1.00	691180.00	View chart
Procter & Gamble Company (PG)	0.1	$687k		4.0k	173.20	View chart
Oklo Com Cl A (OKLO)	0.1	$641k	+131%	79k	8.09	View chart
Johnson & Johnson (JNJ)	0.1	$623k	+15%	3.8k	162.04	View chart
Iron Mountain (IRM)	0.1	$622k	+3%	5.2k	118.83	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$613k	-2%	7.4k	83.15	View chart
International Business Machines (IBM)	0.1	$600k	+28%	2.7k	221.09	View chart
Marriott Intl Cl A (MAR)	0.1	$594k		2.4k	248.55	View chart
CSX Corporation (CSX)	0.1	$581k	+3%	17k	34.53	View chart
Lincoln Educational Services Corporation (LINC)	0.1	$581k	-5%	49k	11.94	View chart
Adobe Systems Incorporated (ADBE)	0.1	$568k	+38%	1.1k	517.59	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.1	$562k		14k	40.70	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$561k	+111%	3.6k	154.02	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$555k		4.1k	135.09	View chart
Bank of America Corporation (BAC)	0.1	$551k	-24%	14k	39.68	View chart
Teradyne (TER)	0.1	$550k	NEW	4.1k	133.92	View chart
Nrg Energy Com New (NRG)	0.1	$538k		5.9k	91.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$535k		15k	35.24	View chart
Caterpillar (CAT)	0.1	$523k	-7%	1.3k	391.07	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$510k	-3%	6.4k	80.30	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$506k		9.1k	55.63	View chart
Altria (MO)	0.1	$496k	+17%	9.7k	51.04	View chart
Fair Isaac Corporation (FICO)	0.1	$490k		252.00	1945.87	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.1	$487k		12k	39.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$486k	+71%	1.3k	375.45	View chart
Progressive Corporation (PGR)	0.1	$482k	+4%	1.9k	253.77	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$479k	+22%	11k	42.12	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$478k	+13%	26k	18.10	View chart
Dow (DOW)	0.1	$477k	+18%	8.7k	54.63	View chart
DTE Energy Company (DTE)	0.1	$474k		3.7k	128.41	View chart
Metropcs Communications (TMUS)	0.1	$468k	+4%	2.3k	206.36	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$462k	+34%	2.1k	220.01	View chart
Stryker Corporation (SYK)	0.1	$461k		1.3k	361.26	View chart
Masco Corporation (MAS)	0.1	$460k		5.5k	83.94	View chart
Pepsi (PEP)	0.1	$458k	+58%	2.7k	170.04	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$448k	+5%	11k	41.16	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$448k	+39%	8.9k	50.50	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$447k	-15%	8.6k	51.82	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$445k		5.7k	78.05	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$444k		3.1k	142.04	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$435k	+6%	10k	42.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$434k	-5%	4.2k	104.17	View chart
Paychex (PAYX)	0.1	$433k	NEW	3.2k	134.20	View chart
Pgim Etf Tr Floating Rt Inc (PFRL)	0.1	$429k		8.5k	50.67	View chart
Parker-Hannifin Corporation (PH)	0.1	$423k		669.00	632.13	View chart
TransDigm Group Incorporated (TDG)	0.1	$422k		296.00	1427.13	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$422k	-11%	6.3k	67.26	View chart
Us Bancorp Del Com New (USB)	0.1	$422k		9.2k	45.73	View chart
Chipotle Mexican Grill (CMG)	0.1	$415k		7.2k	57.62	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$413k		2.8k	145.60	View chart
United Rentals (URI)	0.1	$413k		510.00	809.96	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$402k		9.3k	43.37	View chart
Northrop Grumman Corporation (NOC)	0.1	$392k	+51%	742.00	527.74	View chart
Walt Disney Company (DIS)	0.1	$388k	+12%	4.0k	96.18	View chart
Vaneck Etf Trust Semiconductr Etf Put Option (SMH)	0.1	$383k	-19%	1.6k	245.45	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$378k	NEW	2.3k	167.70	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$375k		2.5k	153.13	View chart
Lam Research Corporation (LRCX)	0.1	$374k	+17%	459.00	815.25	View chart
Nike CL B (NKE)	0.1	$372k		4.2k	88.39	View chart
Waste Management (WM)	0.1	$371k	NEW	1.8k	207.56	View chart
Bristol Myers Squibb (BMY)	0.1	$370k	NEW	7.1k	51.74	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$365k		3.8k	95.75	View chart
Cohen & Steers REIT/P (RNP)	0.1	$356k	-12%	15k	23.67	View chart
Cintas Corporation (CTAS)	0.1	$355k	+274%	1.7k	205.85	View chart
Cleveland-cliffs (CLF)	0.1	$355k	NEW	28k	12.77	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$352k	NEW	2.8k	127.11	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$351k		5.0k	70.54	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$348k		8.6k	40.48	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$346k		3.8k	91.31	View chart
Dupont De Nemours (DD)	0.1	$343k	-4%	3.9k	89.12	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.1	$340k		4.7k	72.61	View chart
D.R. Horton (DHI)	0.1	$334k	+2%	1.8k	190.82	View chart
Otter Tail Corporation (OTTR)	0.1	$332k		4.2k	78.16	View chart
Ge Vernova (GEV)	0.1	$331k	+6%	1.3k	254.98	View chart
Shopify Cl A (SHOP)	0.1	$330k		4.1k	80.13	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$329k	-5%	5.5k	59.22	View chart
First Tr Exchange-traded Nasdq Oil Gas (FTXN)	0.1	$324k	-23%	11k	28.95	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$324k	NEW	14k	23.17	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$323k	+23%	3.3k	98.08	View chart
Celsius Hldgs Com New (CELH)	0.1	$322k	+63%	10k	31.36	View chart
Zoetis Cl A (ZTS)	0.1	$321k	NEW	1.6k	195.38	View chart
Paccar (PCAR)	0.1	$316k		3.2k	98.67	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$313k	-5%	1.4k	230.59	View chart
Fs Kkr Capital Corp (FSK)	0.1	$311k	NEW	16k	19.73	View chart
Colgate-Palmolive Company (CL)	0.1	$309k		3.0k	103.82	View chart
Ares Capital Corporation (ARCC)	0.1	$308k	+35%	15k	20.94	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$307k		6.6k	46.56	View chart
Honeywell International (HON)	0.1	$304k	NEW	1.5k	206.73	View chart
Amgen (AMGN)	0.1	$304k	+5%	943.00	322.22	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$302k		7.3k	41.28	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$298k	-33%	3.3k	90.39	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$298k	NEW	4.7k	63.86	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$298k	-4%	6.0k	49.80	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$294k	+12%	1.5k	200.39	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$292k	+35%	2.9k	99.16	View chart
Truist Financial Corp equities (TFC)	0.0	$289k	-24%	6.7k	42.77	View chart
Arista Networks (ANET)	0.0	$284k	NEW	739.00	383.63	View chart
Lockheed Martin Corporation (LMT)	0.0	$280k	-25%	479.00	584.56	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$275k	-53%	1.5k	179.35	View chart
Goldman Sachs (GS)	0.0	$274k		554.00	495.17	View chart
Phillips 66 (PSX)	0.0	$272k	+2%	2.1k	131.44	View chart
Wells Fargo & Company (WFC)	0.0	$256k	NEW	4.5k	56.49	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.0	$256k		2.9k	89.22	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$254k	NEW	2.6k	98.11	View chart
Cigna Corp (CI)	0.0	$253k		731.00	346.44	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$253k	NEW	1.5k	173.64	View chart
Corteva (CTVA)	0.0	$249k	NEW	4.2k	58.79	View chart
General Mills (GIS)	0.0	$247k		3.3k	73.85	View chart
Lowe's Companies (LOW)	0.0	$242k	NEW	893.00	270.99	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.0	$239k	-27%	1.9k	128.59	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$239k		1.7k	138.66	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.0	$238k		12k	20.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$236k	NEW	3.8k	62.31	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.0	$233k		4.9k	47.49	View chart
Mastercard Incorporated Cl A (MA)	0.0	$233k	NEW	473.00	493.31	View chart
United Sts Oil Units (USO)	0.0	$232k		3.3k	69.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$232k		1.3k	174.53	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.0	$229k	NEW	2.6k	86.99	View chart
FedEx Corporation (FDX)	0.0	$228k	+6%	832.00	273.83	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$227k	NEW	14k	16.05	View chart
Cisco Systems (CSCO)	0.0	$226k	NEW	4.2k	53.22	View chart
Cadence Design Systems (CDNS)	0.0	$225k	NEW	831.00	271.13	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$225k	NEW	5.1k	44.46	View chart
The Trade Desk Com Cl A (TTD)	0.0	$222k	NEW	2.0k	109.65	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$219k	NEW	2.2k	98.10	View chart
Espey Manufacturing & Electronics (ESP)	0.0	$219k	NEW	7.3k	30.09	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$218k	NEW	2.1k	106.12	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$217k	-9%	2.4k	91.81	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$214k	NEW	1.6k	132.28	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$214k	-5%	4.1k	52.13	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$213k	NEW	5.7k	37.65	View chart
Doubleline Income Solutions (DSL)	0.0	$212k		16k	12.98	View chart
Public Storage (PSA)	0.0	$212k	NEW	582.00	363.62	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$209k		3.8k	54.93	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNJ)	0.0	$207k		8.5k	24.47	View chart
Oneok (OKE)	0.0	$207k	NEW	2.3k	91.13	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$207k	-2%	2.6k	79.41	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$201k	NEW	4.2k	47.53	View chart
New York Cmnty Bancorp Com New (NYCB)	0.0	$142k	NEW	13k	11.23	View chart
Lumen Technologies (LUMN)	0.0	$130k	+7%	18k	7.10	View chart
Enovix Corp (ENVX)	0.0	$97k	NEW	10k	9.34	View chart
Compugen Ord (CGEN)	0.0	$75k		41k	1.81	View chart
Cerus Corporation (CERS)	0.0	$27k		16k	1.74	View chart
Dragonfly Energy Holdings (DFLI)	0.0	$7.8k	+13%	15k	0.53	View chart

Past Filings by Secure Asset Management

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

Secure Asset Management 2024 Q3 filed Oct. 16, 2024
Secure Asset Management 2024 Q2 filed July 24, 2024
Secure Asset Management 2024 Q1 filed April 30, 2024
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

View all past filings

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