Secure Asset Management
Latest statistics and disclosures from Secure Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGIT, NVDA, VOO, QQQM, AAPL, and represent 17.89% of Secure Asset Management's stock portfolio.
- Added to shares of these 10 stocks: BMRN, PLTR, VGIT, AVGO, ZS, VO, VTIP, QVOY, BIV, ARES.
- Started 42 new stock positions in VLO, PSX, STX, OXY, Q, COP, TPR, WAB, SCO, CMI.
- Reduced shares in these 10 stocks: XMMO (-$9.4M), CHDN, IYW, PYPL, SPOT, VGK, CRM, VOO, FIX, TRGP.
- Sold out of its positions in OKLO, BATT, ARDC, BSX, CPNJ, CHDN, CTAS, STZ, DHI, DVN.
- Secure Asset Management was a net buyer of stock by $5.3M.
- Secure Asset Management has $617M in assets under management (AUM), dropping by -3.45%.
- Central Index Key (CIK): 0001800692
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Portfolio Holdings for Secure Asset Management
Secure Asset Management holds 317 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 6.0 | $37M | +11% | 622k | 59.55 |
|
| NVIDIA Corporation (NVDA) | 4.0 | $25M | +3% | 141k | 174.40 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $18M | -13% | 29k | 597.54 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.6 | $16M | +4% | 67k | 237.62 |
|
| Apple (AAPL) | 2.5 | $16M | 61k | 253.79 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.4 | $15M | +6% | 23k | 653.20 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 2.3 | $14M | +13% | 356k | 40.14 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.3 | $14M | +11% | 266k | 52.56 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 2.2 | $14M | +10% | 278k | 49.81 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 2.2 | $14M | +11% | 306k | 45.18 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.8 | $11M | 226k | 50.37 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.4 | $8.9M | +8% | 65k | 138.32 |
|
| Microsoft Corporation (MSFT) | 1.4 | $8.8M | +8% | 24k | 370.17 |
|
| Costco Wholesale Corporation (COST) | 1.4 | $8.7M | +9% | 8.8k | 996.38 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 1.3 | $8.1M | +2% | 190k | 42.54 |
|
| Tesla Motors (TSLA) | 1.3 | $8.0M | +8% | 22k | 371.74 |
|
| Amazon (AMZN) | 1.2 | $7.1M | +12% | 34k | 208.27 |
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 1.1 | $6.9M | +14% | 623k | 11.02 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.0 | $6.4M | +66% | 128k | 49.95 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.0 | $6.2M | +18% | 211k | 29.13 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $6.2M | 6.7k | 919.72 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.9 | $5.7M | +55% | 74k | 77.18 |
|
| Broadcom (AVGO) | 0.9 | $5.6M | +197% | 18k | 309.51 |
|
| Lam Research Corp Com New (LRCX) | 0.9 | $5.4M | -21% | 25k | 213.66 |
|
| Visa Com Cl A (V) | 0.9 | $5.3M | +13% | 18k | 302.24 |
|
| Wal-Mart Stores (WMT) | 0.8 | $5.2M | -14% | 42k | 124.28 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.8 | $5.0M | -18% | 61k | 82.87 |
|
| Palantir Technologies Cl A (PLTR) | 0.8 | $5.0M | +366% | 34k | 146.28 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $5.0M | -12% | 15k | 337.95 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $4.9M | +24% | 12k | 390.41 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $4.8M | +163% | 17k | 287.18 |
|
| McDonald's Corporation (MCD) | 0.7 | $4.6M | 15k | 310.80 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.7 | $4.4M | +59% | 114k | 38.42 |
|
| Uber Technologies (UBER) | 0.7 | $4.3M | +29% | 60k | 71.93 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $4.2M | -13% | 25k | 169.66 |
|
| Generac Holdings (GNRC) | 0.7 | $4.0M | 21k | 195.33 |
|
|
| Charles Schwab Corporation (SCHW) | 0.7 | $4.0M | +8% | 43k | 93.98 |
|
| Mirum Pharmaceuticals (MIRM) | 0.7 | $4.0M | -13% | 44k | 92.38 |
|
| BioMarin Pharmaceutical (BMRN) | 0.6 | $4.0M | NEW | 70k | 56.49 |
|
| First Solar (FSLR) | 0.6 | $4.0M | +17% | 20k | 197.26 |
|
| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.6 | $3.9M | +11% | 90k | 43.74 |
|
| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.6 | $3.9M | +6% | 54k | 72.41 |
|
| Zscaler Incorporated (ZS) | 0.6 | $3.8M | +2032% | 27k | 140.29 |
|
| Leidos Holdings (LDOS) | 0.6 | $3.7M | +17% | 24k | 155.52 |
|
| Oruka Therapeutics (ORKA) | 0.6 | $3.6M | -11% | 72k | 49.05 |
|
| Comfort Systems USA (FIX) | 0.6 | $3.5M | -41% | 2.6k | 1378.76 |
|
| Barings Corporate Investors (MCI) | 0.6 | $3.5M | +68% | 201k | 17.24 |
|
| Ge Vernova (GEV) | 0.5 | $3.3M | +26% | 3.8k | 872.82 |
|
| Chevron Corporation (CVX) | 0.5 | $3.3M | -10% | 16k | 206.90 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.5 | $3.2M | +16% | 70k | 46.19 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.5 | $3.2M | +17% | 64k | 50.83 |
|
| Merck & Co (MRK) | 0.5 | $3.2M | -5% | 26k | 120.29 |
|
| Verizon Communications (VZ) | 0.5 | $3.2M | -2% | 63k | 50.20 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.5 | $3.1M | -6% | 15k | 208.05 |
|
| Meta Platforms Cl A (META) | 0.5 | $3.0M | -9% | 5.3k | 572.13 |
|
| Procter & Gamble Company (PG) | 0.5 | $3.0M | +7% | 21k | 144.44 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.5 | $3.0M | -19% | 43k | 68.78 |
|
| Waste Management (WM) | 0.5 | $2.9M | -3% | 13k | 229.79 |
|
| Coca-Cola Company (KO) | 0.5 | $2.9M | -6% | 38k | 76.05 |
|
| Bank of America Corporation (BAC) | 0.5 | $2.8M | +6% | 57k | 48.75 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.5 | $2.8M | +15% | 91k | 30.50 |
|
| Ultimus Managers Tr Q3 All Seasn Act (QVOY) | 0.4 | $2.6M | +1009% | 94k | 28.08 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $2.6M | 6.0k | 430.30 |
|
|
| Oracle Corporation (ORCL) | 0.4 | $2.6M | +36% | 18k | 147.11 |
|
| Iren Ordinary Shares (IREN) | 0.4 | $2.5M | +101% | 74k | 34.28 |
|
| Strategy Cl A New (MSTR) | 0.4 | $2.5M | 20k | 124.80 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $2.4M | -9% | 11k | 213.67 |
|
| Home Depot (HD) | 0.4 | $2.3M | +2% | 7.1k | 328.90 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.4 | $2.3M | +4% | 50k | 45.89 |
|
| Kroger (KR) | 0.4 | $2.3M | 32k | 72.36 |
|
|
| Goldman Sachs (GS) | 0.4 | $2.2M | +49% | 2.7k | 846.05 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.2M | -8% | 4.6k | 479.23 |
|
| Fifth Third Ban (FITB) | 0.4 | $2.2M | +9% | 47k | 46.46 |
|
| Philip Morris International (PM) | 0.3 | $2.2M | 13k | 165.34 |
|
|
| Essential Utils (WTRG) | 0.3 | $2.1M | +5% | 53k | 40.27 |
|
| Newmont Mining Corporation (NEM) | 0.3 | $2.1M | -18% | 20k | 108.25 |
|
| East West Ban (EWBC) | 0.3 | $2.1M | +11% | 20k | 106.76 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.1M | -7% | 6.6k | 320.81 |
|
| General Dynamics Corporation (GD) | 0.3 | $2.1M | +2% | 6.1k | 343.23 |
|
| Edison International (EIX) | 0.3 | $2.1M | -16% | 29k | 73.18 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.3 | $2.1M | -21% | 4.4k | 463.20 |
|
| Intercontinental Exchange (ICE) | 0.3 | $2.0M | +14% | 13k | 157.27 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $2.0M | 45k | 45.26 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $2.0M | +29% | 20k | 102.67 |
|
| Ishares Tr 20+ Year Tr Bd (TLTW) | 0.3 | $2.0M | +146% | 88k | 22.62 |
|
| Vici Pptys (VICI) | 0.3 | $2.0M | +24% | 73k | 27.32 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.0M | -17% | 16k | 124.31 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.9M | +51% | 6.6k | 286.84 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $1.9M | -26% | 6.2k | 298.84 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.3 | $1.8M | NEW | 17k | 109.10 |
|
| Dell Technologies CL C (DELL) | 0.3 | $1.8M | -26% | 11k | 164.13 |
|
| Ge Aerospace Com New (GE) | 0.3 | $1.7M | +47% | 6.1k | 283.76 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.3 | $1.7M | +34% | 31k | 54.84 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $1.7M | -10% | 12k | 145.74 |
|
| Palo Alto Networks (PANW) | 0.3 | $1.7M | -15% | 10k | 160.32 |
|
| At&t (T) | 0.3 | $1.6M | 57k | 28.99 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 0.3 | $1.6M | -11% | 21k | 76.54 |
|
| Caterpillar (CAT) | 0.3 | $1.6M | +148% | 2.3k | 708.58 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.6M | +67% | 6.1k | 261.91 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $1.6M | +3% | 2.3k | 697.62 |
|
| Cambria Etf Tr Global Value Etf (GVAL) | 0.3 | $1.6M | +27% | 47k | 33.17 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $1.5M | +79% | 29k | 52.78 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.2 | $1.5M | +7% | 73k | 20.36 |
|
| Irsa Inversiones Y Rep S A Spon Gds Ech 10 (IRS) | 0.2 | $1.5M | +45% | 91k | 16.21 |
|
| Pgim Short Dur Hig Yld Opp F (SDHY) | 0.2 | $1.4M | +4% | 90k | 16.02 |
|
| Zeta Global Holdings Corp Cl A (ZETA) | 0.2 | $1.4M | +20% | 90k | 15.92 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.4M | +7% | 6.9k | 203.43 |
|
| Alphabet Cap Stk Cl A Call Option (GOOGL) | 0.2 | $1.4M | +2% | 22k | 62.29 |
|
| Abbvie (ABBV) | 0.2 | $1.3M | +8% | 6.0k | 217.47 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.3M | +8% | 4.4k | 294.13 |
|
| Trane Technologies SHS (TT) | 0.2 | $1.3M | NEW | 3.0k | 416.74 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $1.2M | -4% | 14k | 91.77 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.2 | $1.2M | +13% | 11k | 114.91 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $1.2M | 24k | 50.63 |
|
|
| Barings Global Short Duration Com cef (BGH) | 0.2 | $1.2M | +17% | 86k | 13.66 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.2M | 5.4k | 215.06 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.2 | $1.2M | -89% | 7.9k | 145.01 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $1.1M | 11k | 100.66 |
|
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| Kayne Anderson MLP Investment (KYN) | 0.2 | $1.1M | -12% | 79k | 14.28 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.2 | $1.1M | +21% | 17k | 66.86 |
|
| Figure Technology Solutio Com Cl A Call Option (FIGR) | 0.2 | $1.1M | +50% | 75k | 14.69 |
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| Micron Technology (MU) | 0.2 | $1.1M | NEW | 3.2k | 337.85 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $1.1M | +24% | 2.7k | 383.42 |
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| Invesco Exchange Traded Fd T Large Cap Growth (PWB) | 0.2 | $1.0M | +36% | 8.2k | 125.93 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $1.0M | +9% | 4.7k | 218.74 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.0M | +196% | 5.3k | 192.90 |
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| Franklin Templeton Etf Tr Income Focus Etf (INCM) | 0.2 | $977k | +70% | 34k | 28.75 |
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| Hercules Technology Growth Capital (HTGC) | 0.2 | $968k | +35% | 66k | 14.77 |
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| Boeing Company (BA) | 0.2 | $951k | 4.8k | 199.02 |
|
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| International Business Machines (IBM) | 0.2 | $941k | 3.9k | 242.42 |
|
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| Corning Incorporated (GLW) | 0.2 | $927k | -5% | 6.8k | 135.97 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.2 | $926k | +121% | 20k | 46.40 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $915k | +2% | 3.7k | 248.87 |
|
| Cardinal Health (CAH) | 0.1 | $912k | +272% | 4.3k | 211.30 |
|
| Johnson & Johnson (JNJ) | 0.1 | $912k | -16% | 3.7k | 244.41 |
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| American Electric Power Company (AEP) | 0.1 | $894k | -3% | 6.8k | 131.08 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $877k | 4.3k | 205.82 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $822k | +134% | 1.8k | 460.99 |
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| Targa Res Corp (TRGP) | 0.1 | $812k | -74% | 3.2k | 250.73 |
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| Emcor (EME) | 0.1 | $782k | NEW | 1.1k | 738.61 |
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| Sprott Fds Tr Sprott Critical (SETM) | 0.1 | $765k | NEW | 23k | 33.08 |
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| Ford Motor Company (F) | 0.1 | $740k | +9% | 64k | 11.54 |
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| Amgen (AMGN) | 0.1 | $735k | -4% | 2.1k | 351.83 |
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| Netflix (NFLX) | 0.1 | $734k | -7% | 7.6k | 96.14 |
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| Wells Fargo & Company (WFC) | 0.1 | $733k | +14% | 9.2k | 79.61 |
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| AFLAC Incorporated (AFL) | 0.1 | $723k | +259% | 6.6k | 109.70 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
|
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| Wabtec Corporation (WAB) | 0.1 | $711k | NEW | 2.8k | 249.91 |
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| Altria (MO) | 0.1 | $683k | 10k | 65.99 |
|
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| Tapestry (TPR) | 0.1 | $674k | NEW | 4.8k | 141.11 |
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| Steel Dynamics (STLD) | 0.1 | $649k | NEW | 3.6k | 180.00 |
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| Pfizer (PFE) | 0.1 | $643k | -14% | 23k | 28.08 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $641k | -43% | 6.2k | 103.37 |
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| Cummins (CMI) | 0.1 | $635k | NEW | 1.2k | 537.83 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $633k | 479.00 | 1321.03 |
|
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| Topbuild (BLD) | 0.1 | $617k | -14% | 1.8k | 351.30 |
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| Walt Disney Company (DIS) | 0.1 | $610k | 6.3k | 96.37 |
|
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| Bank of New York Mellon Corporation (BK) | 0.1 | $607k | NEW | 5.1k | 118.62 |
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| Bristol Myers Squibb (BMY) | 0.1 | $606k | 10k | 60.65 |
|
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| DTE Energy Company (DTE) | 0.1 | $603k | -14% | 4.1k | 146.22 |
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| Stryker Corporation (SYK) | 0.1 | $603k | 1.8k | 328.53 |
|
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| Amphenol Corp Cl A (APH) | 0.1 | $599k | NEW | 4.7k | 126.36 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $592k | +22% | 661.00 | 895.77 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $591k | -8% | 1.8k | 327.12 |
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| Ralph Lauren Corp Cl A (RL) | 0.1 | $584k | NEW | 1.7k | 343.99 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $574k | +7% | 2.3k | 250.57 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $568k | 9.1k | 62.45 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $560k | 4.7k | 118.61 |
|
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| Marvell Technology (MRVL) | 0.1 | $560k | -2% | 5.7k | 99.04 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $558k | 13k | 42.31 |
|
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| Marathon Petroleum Corp (MPC) | 0.1 | $558k | 2.3k | 244.20 |
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| UnitedHealth (UNH) | 0.1 | $541k | 2.0k | 270.59 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $539k | -15% | 9.1k | 59.03 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $535k | -38% | 7.9k | 67.53 |
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| Ishares Tr Global 100 Etf (IOO) | 0.1 | $535k | +5% | 4.4k | 120.97 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $534k | +86% | 8.5k | 62.56 |
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| Nasdaq Omx (NDAQ) | 0.1 | $529k | NEW | 6.2k | 84.89 |
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| CSX Corporation (CSX) | 0.1 | $527k | 13k | 41.05 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.1 | $526k | 13k | 39.48 |
|
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $520k | -6% | 8.5k | 61.26 |
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| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.1 | $515k | +83% | 5.5k | 94.39 |
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| Constellation Energy (CEG) | 0.1 | $512k | NEW | 1.8k | 279.29 |
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| Cohen & Steers REIT/P (RNP) | 0.1 | $512k | 26k | 19.76 |
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| American Express Company (AXP) | 0.1 | $506k | -28% | 1.7k | 302.40 |
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| Cbre Group Cl A (CBRE) | 0.1 | $505k | NEW | 3.7k | 135.46 |
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| Cisco Systems (CSCO) | 0.1 | $503k | -3% | 6.5k | 77.59 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $503k | +3% | 3.8k | 130.95 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $492k | -2% | 9.3k | 52.76 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $491k | -3% | 3.2k | 151.42 |
|
| Global X Fds Global X Silver (SIL) | 0.1 | $460k | -26% | 5.1k | 90.08 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $460k | +4% | 8.9k | 51.93 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $460k | 879.00 | 522.71 |
|
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $457k | 3.1k | 145.96 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $445k | -8% | 15k | 30.68 |
|
| Pgim Etf Tr Floating Rt Inc (PFRL) | 0.1 | $435k | -3% | 8.9k | 48.71 |
|
| Southern Company (SO) | 0.1 | $435k | -53% | 4.5k | 96.52 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $429k | -6% | 3.8k | 113.10 |
|
| Vaneck Etf Trust Digi Transfrm (DAPP) | 0.1 | $425k | -4% | 29k | 14.92 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $416k | +2% | 6.1k | 68.14 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $412k | -17% | 19k | 22.33 |
|
| Diamondback Energy (FANG) | 0.1 | $409k | +2% | 2.1k | 197.76 |
|
| Dt Midstream Common Stock (DTM) | 0.1 | $407k | -17% | 3.0k | 134.67 |
|
| Ishares Tr Rus Top 200 Etf (IWL) | 0.1 | $407k | +2% | 2.5k | 160.46 |
|
| Pepsi (PEP) | 0.1 | $405k | -5% | 2.6k | 155.30 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $403k | +11% | 806.00 | 499.55 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $397k | +13% | 1.4k | 283.76 |
|
| Zoetis Cl A (ZTS) | 0.1 | $386k | +5% | 3.3k | 118.21 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $381k | +52% | 1.9k | 196.21 |
|
| Lowe's Companies (LOW) | 0.1 | $381k | -2% | 1.6k | 236.21 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $379k | -9% | 4.3k | 88.16 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $379k | -26% | 20k | 19.30 |
|
| Morgan Stanley Com New (MS) | 0.1 | $375k | +25% | 2.3k | 164.56 |
|
| Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) | 0.1 | $375k | 7.4k | 50.60 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $374k | -3% | 4.1k | 90.54 |
|
| Lincoln Educational Services Corporation (LINC) | 0.1 | $370k | -85% | 9.1k | 40.68 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $367k | 4.6k | 79.27 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $365k | 4.4k | 82.58 |
|
|
| Aim Etf Products Trust Allianzim Us Eqt (SIXO) | 0.1 | $362k | 11k | 33.78 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $361k | +2% | 826.00 | 436.92 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $360k | 10k | 35.44 |
|
|
| Fidus Invt (FDUS) | 0.1 | $358k | +33% | 21k | 17.42 |
|
| Prudential Financial (PRU) | 0.1 | $353k | NEW | 3.6k | 97.68 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $352k | 3.8k | 92.74 |
|
|
| Applied Materials (AMAT) | 0.1 | $343k | +8% | 1.0k | 341.93 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.1 | $343k | 7.3k | 46.91 |
|
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $340k | -4% | 4.3k | 78.77 |
|
| Graniteshares Etf Tr 2x Long Tsla Dai (TSLR) | 0.1 | $340k | +26% | 16k | 20.67 |
|
| Aim Etf Products Trust Allianzim Us Equ (SIXZ) | 0.1 | $339k | 12k | 29.00 |
|
|
| Target Corporation (TGT) | 0.1 | $335k | -9% | 2.8k | 121.22 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $327k | 5.7k | 57.07 |
|
|
| Qualcomm (QCOM) | 0.1 | $327k | 2.5k | 128.79 |
|
|
| Paychex (PAYX) | 0.1 | $326k | -5% | 3.5k | 92.12 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $326k | -3% | 765.00 | 426.30 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $326k | +12% | 5.9k | 55.52 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $315k | +6% | 2.1k | 150.82 |
|
| McKesson Corporation (MCK) | 0.1 | $314k | -9% | 363.00 | 865.84 |
|
| Deere & Company (DE) | 0.1 | $312k | -16% | 554.00 | 563.33 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $312k | -50% | 1.0k | 304.08 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $311k | +12% | 2.7k | 114.99 |
|
| Angel Oak Funds Trust Mortgage Backed (MBS) | 0.1 | $310k | NEW | 36k | 8.66 |
|
| Dow (DOW) | 0.1 | $309k | -16% | 7.4k | 41.65 |
|
| Citigroup Com New (C) | 0.0 | $304k | -18% | 2.7k | 113.40 |
|
| Republic Services (RSG) | 0.0 | $304k | -2% | 1.4k | 218.99 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $303k | NEW | 4.7k | 64.07 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $301k | -40% | 3.6k | 83.57 |
|
| Simplify Exchange Traded Fun Aggregate Bond E (AGGH) | 0.0 | $301k | NEW | 15k | 20.35 |
|
| Corteva (CTVA) | 0.0 | $299k | 3.6k | 83.72 |
|
|
| Servicenow (NOW) | 0.0 | $295k | -21% | 2.8k | 104.55 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $293k | -31% | 5.4k | 54.05 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $291k | -40% | 482.00 | 604.45 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $291k | +23% | 1.2k | 243.08 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $284k | +2% | 4.4k | 64.22 |
|
| Valero Energy Corporation (VLO) | 0.0 | $283k | NEW | 1.1k | 247.15 |
|
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $282k | 14k | 19.69 |
|
|
| Progressive Corporation (PGR) | 0.0 | $278k | -75% | 1.4k | 198.31 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $275k | +27% | 3.8k | 71.81 |
|
| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.0 | $270k | +15% | 3.4k | 79.90 |
|
| Aim Etf Products Trust Allianzim Us Eq (SIXJ) | 0.0 | $269k | NEW | 8.0k | 33.64 |
|
| Aim Etf Products Trust Allianzim Us Equ (FEBW) | 0.0 | $268k | 8.0k | 33.48 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $264k | NEW | 1.4k | 191.88 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $264k | NEW | 675.00 | 391.54 |
|
| salesforce (CRM) | 0.0 | $261k | -91% | 1.4k | 186.63 |
|
| Honeywell International (HON) | 0.0 | $259k | +9% | 1.1k | 225.94 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $258k | -10% | 1.3k | 194.55 |
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $258k | +13% | 25k | 10.18 |
|
| Phillips 66 (PSX) | 0.0 | $256k | NEW | 1.4k | 182.16 |
|
| Intel Corporation (INTC) | 0.0 | $254k | -13% | 5.8k | 44.13 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $254k | -49% | 585.00 | 433.73 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $254k | 2.8k | 91.64 |
|
|
| Blackrock (BLK) | 0.0 | $252k | +7% | 262.00 | 961.71 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $247k | -41% | 363.00 | 681.62 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $246k | +5% | 7.3k | 33.67 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $244k | +16% | 4.3k | 56.67 |
|
| Hershey Company (HSY) | 0.0 | $242k | -6% | 1.2k | 207.89 |
|
| Ingersoll Rand (IR) | 0.0 | $240k | NEW | 3.0k | 80.12 |
|
| BP Sponsored Adr (BP) | 0.0 | $239k | NEW | 5.1k | 47.00 |
|
| Shell Spon Ads (SHEL) | 0.0 | $238k | NEW | 2.6k | 92.99 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $238k | NEW | 2.1k | 115.38 |
|
| ConocoPhillips (COP) | 0.0 | $238k | NEW | 1.8k | 131.99 |
|
| Ventas (VTR) | 0.0 | $238k | NEW | 2.9k | 81.78 |
|
| Technipfmc (FTI) | 0.0 | $238k | NEW | 3.4k | 69.13 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $238k | +6% | 3.6k | 66.49 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $235k | 4.7k | 50.49 |
|
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $235k | +114% | 23k | 10.38 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $234k | 851.00 | 275.08 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $234k | 842.00 | 277.87 |
|
|
| General Motors Company (GM) | 0.0 | $233k | -11% | 3.1k | 74.49 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $232k | 3.0k | 78.15 |
|
|
| Toast Cl A (TOST) | 0.0 | $229k | 8.6k | 26.51 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $227k | -12% | 709.00 | 320.56 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $226k | 1.8k | 125.46 |
|
|
| Pacer Fds Tr Aristotle Pacifi (FLRT) | 0.0 | $224k | 4.8k | 46.31 |
|
|
| Block Cl A (XYZ) | 0.0 | $221k | -3% | 3.7k | 60.18 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $218k | NEW | 4.1k | 52.64 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.0 | $217k | NEW | 2.2k | 100.18 |
|
| Starbucks Corporation (SBUX) | 0.0 | $217k | 2.4k | 89.59 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $217k | -7% | 8.6k | 25.10 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $217k | -19% | 7.5k | 28.71 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 0.0 | $216k | -8% | 6.1k | 35.37 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $213k | NEW | 3.3k | 65.00 |
|
| FedEx Corporation (FDX) | 0.0 | $213k | NEW | 597.00 | 356.41 |
|
| Western Digital (WDC) | 0.0 | $212k | NEW | 783.00 | 270.38 |
|
| Linde SHS (LIN) | 0.0 | $209k | NEW | 421.00 | 496.21 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $209k | -63% | 1.7k | 122.79 |
|
| Fiserv (FI) | 0.0 | $207k | -15% | 3.7k | 55.80 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $188k | -9% | 10k | 18.02 |
|
| Proshares Tr Ii Ulsht Bloomb Oil (SCO) | 0.0 | $166k | NEW | 20k | 8.32 |
|
| Cornerstone Total Rtrn Fd In (CRF) | 0.0 | $152k | NEW | 22k | 6.95 |
|
| Volatility Shs Tr 2x Bitcoin Strat (BITX) | 0.0 | $150k | +14% | 10k | 14.74 |
|
| Lumen Technologies (LUMN) | 0.0 | $136k | +6% | 20k | 6.95 |
|
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 0.0 | $119k | -17% | 7.9k | 15.12 |
|
| Two Hbrs Invt Corp (TWO) | 0.0 | $118k | NEW | 10k | 11.42 |
|
| State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) | 0.0 | $107k | -26% | 9.2k | 11.60 |
|
| Cornerstone Strategic Value (CLM) | 0.0 | $91k | NEW | 13k | 7.28 |
|
| Compugen Ord (CGEN) | 0.0 | $85k | 40k | 2.13 |
|
|
| Franklin Street Properties (FSP) | 0.0 | $23k | +250% | 35k | 0.66 |
|
| Milestone Pharmaceuticals (MIST) | 0.0 | $12k | 10k | 1.19 |
|
Past Filings by Secure Asset Management
SEC 13F filings are viewable for Secure Asset Management going back to 2019
- Secure Asset Management 2026 Q1 filed April 9, 2026
- Secure Asset Management 2025 Q4 filed Jan. 20, 2026
- Secure Asset Management 2025 Q3 filed Oct. 9, 2025
- Secure Asset Management 2025 Q2 filed July 10, 2025
- Secure Asset Management 2025 Q1 filed April 10, 2025
- Secure Asset Management 2024 Q4 filed Jan. 17, 2025
- 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