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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 VGIT, NVDA, VOO, AAPL, QQQM, and represent 17.66% of Secure Asset Management's stock portfolio.
Added to shares of these 10 stocks: LRCX (+$5.5M), VGK, VT, ORKA, FIGR, IWS, SCHG, VGIT, IREN, GVAL.
Started 44 new stock positions in VGK, TLTW, IQV, PVAL, SIXZ, ETHE, IREN, BOCT, IWS, RKLB.
Reduced shares in these 10 stocks: FV, VOO, QVOY, OKLO, EDV, ACWI, IWF, ARDC, ARES, YieldMax MSTR Opt.
Sold out of its positions in ARES, BBY, CERS, DD, ENVX, ONEQ, FV, ACWI, ITB, JBBB. KWEB, MU, CSHI, SCCO, MMM, YieldMax MSTR Opt.
Secure Asset Management was a net buyer of stock by $33M.
Secure Asset Management has $639M in assets under management (AUM), dropping by 7.61%.
Central Index Key (CIK): 0001800692

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Portfolio Holdings for Secure Asset Management

Secure Asset Management holds 333 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.2	$33M	+4%	556k	59.93	View chart
NVIDIA Corporation Call Option (NVDA)	4.0	$25M		136k	186.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.3	$21M	-11%	34k	627.13	View chart
Apple (AAPL)	2.6	$17M		62k	271.86	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.5	$16M	+3%	64k	252.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$15M		22k	684.94	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	2.0	$13M	+6%	315k	41.27	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.0	$13M	+4%	239k	52.88	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.0	$13M	+4%	253k	49.99	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	2.0	$13M	+5%	274k	45.69	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.8	$12M	+7%	230k	50.58	View chart
Microsoft Corporation (MSFT)	1.7	$11M		22k	483.63	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.6	$10M	+11%	73k	138.46	View chart
Tesla Motors (TSLA)	1.4	$8.9M	+2%	20k	449.71	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$8.6M	+8%	13k	681.91	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.3	$8.4M	+43%	60k	141.06	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.3	$8.1M	+9%	185k	43.64	View chart
Eli Lilly & Co. (LLY)	1.1	$7.3M	-4%	6.8k	1074.68	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	1.1	$7.0M	+15%	546k	12.88	View chart
Amazon (AMZN)	1.1	$7.0M		30k	230.82	View chart
Costco Wholesale Corporation (COST)	1.1	$6.9M		8.0k	862.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$6.7M	+2%	21k	312.99	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	0.9	$5.9M	+10%	9.6k	614.31	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$5.8M	+39%	179k	32.62	View chart
Lam Research Corp Com New (LRCX)	0.9	$5.5M	NEW	32k	171.18	View chart
Ast Spacemobile Com Cl A (ASTS)	0.9	$5.5M		75k	72.63	View chart
Visa Com Cl A (V)	0.9	$5.4M	-4%	16k	350.71	View chart
Wal-Mart Stores (WMT)	0.8	$5.4M		49k	111.41	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.8	$5.1M		17k	303.90	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.7	$4.7M		10k	468.76	View chart
First Solar (FSLR)	0.7	$4.5M		17k	261.23	View chart
McDonald's Corporation (MCD)	0.7	$4.5M	+4%	15k	305.63	View chart
salesforce (CRM)	0.7	$4.4M		17k	264.91	View chart
Churchill Downs (CHDN)	0.7	$4.3M		38k	113.78	View chart
Comfort Systems USA (FIX)	0.6	$4.1M		4.4k	933.32	View chart
Mirum Pharmaceuticals (MIRM)	0.6	$4.0M	+4%	50k	78.99	View chart
Charles Schwab Corporation (SCHW)	0.6	$4.0M	+2%	40k	99.91	View chart
Meta Platforms Cl A (META)	0.6	$3.8M	+7%	5.8k	660.07	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$3.8M	+6%	77k	49.46	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$3.8M	-11%	19k	199.68	View chart
Uber Technologies (UBER)	0.6	$3.8M	+2%	46k	81.71	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$3.7M	+5%	48k	77.88	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.6	$3.7M	+6%	53k	69.52	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.6	$3.7M	+4%	50k	73.30	View chart
Leidos Holdings (LDOS)	0.6	$3.6M	+2%	20k	180.40	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.6	$3.6M	+5%	72k	49.65	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.6	$3.5M		16k	224.68	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.6	$3.5M	+4%	81k	43.74	View chart
Paypal Holdings (PYPL)	0.5	$3.4M	+3%	59k	58.38	View chart
Exxon Mobil Corporation (XOM)	0.5	$3.4M	+2%	29k	120.34	View chart
Spotify Technology S A SHS (SPOT)	0.5	$3.2M	+5%	5.5k	580.71	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.5	$3.2M	NEW	38k	83.61	View chart
Strategy Cl A New (MSTR)	0.5	$3.1M	+14%	20k	151.95	View chart
Bank of America Corporation (BAC)	0.5	$3.0M	+2%	54k	55.00	View chart
Merck & Co (MRK)	0.5	$2.9M	-2%	28k	105.26	View chart
Waste Management (WM)	0.5	$2.9M	+5%	13k	219.71	View chart
Generac Holdings (GNRC)	0.4	$2.8M	+8%	21k	136.37	View chart
Coca-Cola Company (KO)	0.4	$2.8M	+2%	41k	69.91	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$2.8M	+64%	61k	46.54	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.4	$2.8M	+68%	54k	51.10	View chart
Procter & Gamble Company (PG)	0.4	$2.8M	+6%	19k	143.31	View chart
Chevron Corporation (CVX)	0.4	$2.7M	+3%	18k	152.41	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$2.7M	+27%	5.6k	480.61	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$2.6M	-6%	8.4k	314.80	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$2.6M	+6%	13k	210.34	View chart
Verizon Communications (VZ)	0.4	$2.6M	+2%	65k	40.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.5M	-21%	5.0k	502.68	View chart
Oracle Corporation (ORCL)	0.4	$2.5M	+31%	13k	194.91	View chart
Oruka Therapeutics (ORKA)	0.4	$2.5M	NEW	82k	30.31	View chart
Newmont Mining Corporation (NEM)	0.4	$2.4M		24k	99.85	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$2.4M		6.0k	396.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$2.4M	+9%	7.1k	335.25	View chart
Targa Res Corp (TRGP)	0.4	$2.4M	+19%	13k	184.50	View chart
Home Depot (HD)	0.4	$2.4M		6.9k	344.08	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$2.3M	+50%	79k	29.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.3M	-7%	19k	120.18	View chart
Palo Alto Networks (PANW)	0.4	$2.3M		12k	184.20	View chart
Barings Corporate Investors (MCI)	0.3	$2.2M	-13%	119k	18.15	View chart
Broadcom (AVGO)	0.3	$2.1M	+10%	6.1k	346.11	View chart
Philip Morris International (PM)	0.3	$2.1M		13k	160.40	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$2.1M	+106%	48k	42.69	View chart
Figure Technology Solutio Com Cl A (FIGR)	0.3	$2.0M	NEW	50k	40.84	View chart
Edison International (EIX)	0.3	$2.0M	+3%	34k	60.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$2.0M	-16%	45k	45.51	View chart
East West Ban (EWBC)	0.3	$2.0M	+4%	18k	112.39	View chart
Fifth Third Ban (FITB)	0.3	$2.0M	+4%	43k	46.81	View chart
General Dynamics Corporation (GD)	0.3	$2.0M	+3%	5.9k	336.65	View chart
Ge Vernova (GEV)	0.3	$2.0M	+15%	3.0k	653.53	View chart
Kroger (KR)	0.3	$2.0M	+4%	31k	62.48	View chart
Essential Utils (WTRG)	0.3	$1.9M	+2%	50k	38.36	View chart
Abbott Laboratories (ABT)	0.3	$1.9M	+4%	15k	125.29	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$1.9M	+7%	24k	80.22	View chart
Dell Technologies CL C (DELL)	0.3	$1.9M	-27%	15k	125.88	View chart
Intercontinental Exchange (ICE)	0.3	$1.8M	+4%	11k	161.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.8M	-5%	6.3k	290.23	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$1.8M	NEW	13k	141.05	View chart
Nike CL B (NKE)	0.3	$1.8M	-2%	28k	63.71	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.7M	+4%	2.2k	753.63	View chart
Vici Pptys (VICI)	0.3	$1.6M	+6%	59k	28.12	View chart
Goldman Sachs (GS)	0.2	$1.6M		1.8k	878.93	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.2	$1.5M	+13%	75k	20.35	View chart
Lincoln Educational Services Corporation (LINC)	0.2	$1.5M	+11%	63k	24.15	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.2	$1.5M	-10%	68k	21.55	View chart
At&t (T)	0.2	$1.4M		58k	24.84	View chart
Pgim Short Dur Hig Yld Opp F (SDHY)	0.2	$1.4M		86k	16.45	View chart
Iren Ordinary Shares (IREN)	0.2	$1.4M	NEW	37k	37.77	View chart
Advanced Micro Devices (AMD)	0.2	$1.4M	-4%	6.4k	214.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.4M	+12%	4.3k	313.79	View chart
Nucor Corporation (NUE)	0.2	$1.3M		8.1k	163.10	View chart
Progressive Corporation (PGR)	0.2	$1.3M	-4%	5.8k	227.74	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.3M	+14%	7.3k	177.75	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.3M	-7%	4.0k	322.24	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.2	$1.3M	+18%	23k	55.57	View chart
Ge Aerospace Com New (GE)	0.2	$1.3M	+15%	4.2k	308.05	View chart
Abbvie (ABBV)	0.2	$1.2M	-4%	5.5k	228.47	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$1.2M	-10%	14k	85.77	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$1.2M	+179%	24k	50.46	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.2M	-3%	5.4k	219.78	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.2	$1.2M	NEW	37k	31.47	View chart
International Business Machines (IBM)	0.2	$1.2M	+5%	3.9k	296.19	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$1.1M	-5%	11k	100.38	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$1.1M	-47%	11k	102.42	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$1.1M		90k	12.38	View chart
Barings Global Short Duration Com cef (BGH)	0.2	$1.1M	-14%	73k	15.01	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$1.1M	+7%	9.5k	114.51	View chart
Boeing Company (BA)	0.2	$1.0M	-17%	4.8k	217.13	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$1.0M	+112%	7.3k	143.97	View chart
Irsa Inversiones Y Rep S A Spon Gds Ech 10 (IRS)	0.2	$1.0M	-16%	62k	16.54	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$992k	+12%	3.6k	276.92	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.2	$961k	-3%	14k	70.41	View chart
Ultimus Managers Tr Q3 All Season (QTAC)	0.2	$960k	NEW	38k	25.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$936k	-26%	3.6k	257.98	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$929k	+7%	4.3k	214.69	View chart
Johnson & Johnson (JNJ)	0.1	$920k	-6%	4.4k	206.97	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$913k	NEW	49k	18.82	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$891k		4.3k	209.12	View chart
American Express Company (AXP)	0.1	$863k	-5%	2.3k	370.03	View chart
Topbuild (BLD)	0.1	$858k		2.1k	417.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$843k	-24%	13k	66.00	View chart
Southern Company (SO)	0.1	$841k		9.6k	87.20	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$826k		11k	76.23	View chart
American Electric Power Company (AEP)	0.1	$817k	+5%	7.1k	115.31	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$807k	NEW	36k	22.67	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$802k	+116%	16k	49.90	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$796k	+28%	2.2k	360.17	View chart
Netflix (NFLX)	0.1	$775k	+1121%	8.3k	93.76	View chart
Ford Motor Company (F)	0.1	$770k		59k	13.12	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$763k	+135%	6.0k	127.11	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$760k		4.7k	160.95	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$755k		1.00	754800.00	View chart
Wells Fargo & Company (WFC)	0.1	$751k	+8%	8.1k	93.20	View chart
Amgen (AMGN)	0.1	$719k	+2%	2.2k	327.37	View chart
Walt Disney Company (DIS)	0.1	$719k	+23%	6.3k	113.78	View chart
D.R. Horton (DHI)	0.1	$719k	NEW	5.0k	144.02	View chart
Boston Scientific Corporation (BSX)	0.1	$696k	+23%	7.3k	95.35	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$696k	+5%	5.9k	117.72	View chart
UnitedHealth (UNH)	0.1	$674k		2.0k	330.15	View chart
Pfizer (PFE)	0.1	$670k		27k	24.90	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$656k	+29%	9.6k	68.36	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$642k	NEW	13k	49.42	View chart
Stryker Corporation (SYK)	0.1	$637k	+5%	1.8k	351.39	View chart
Corning Incorporated (GLW)	0.1	$631k		7.2k	87.55	View chart
DTE Energy Company (DTE)	0.1	$623k	+7%	4.8k	128.98	View chart
Marriott Intl Cl A (MAR)	0.1	$612k	+8%	2.0k	310.23	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$611k	-5%	12k	50.76	View chart
Arista Networks Com Shs (ANET)	0.1	$604k	NEW	4.6k	131.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$601k		15k	39.59	View chart
Hilton Worldwide Holdings (HLT)	0.1	$600k		2.1k	287.25	View chart
Altria (MO)	0.1	$597k	-8%	10k	57.66	View chart
Oklo Com Cl A (OKLO)	0.1	$583k	-76%	8.1k	71.76	View chart
Global X Fds Global X Silver (SIL)	0.1	$577k	+88%	6.9k	83.52	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$576k	+12%	12k	47.79	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$570k	+11%	7.6k	75.05	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.1	$566k	+75%	4.8k	116.98	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$559k	NEW	13k	42.87	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.1	$557k	NEW	20k	28.04	View chart
Servicenow (NOW)	0.1	$554k	+400%	3.6k	153.17	View chart
Bristol Myers Squibb (BMY)	0.1	$549k		10k	53.94	View chart
Us Bancorp Del Com New (USB)	0.1	$547k	+2%	10k	53.36	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$542k		9.1k	59.54	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.1	$534k	-20%	11k	46.74	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$532k		879.00	605.01	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$528k		4.2k	126.67	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$524k	-33%	13k	39.38	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$524k	NEW	12k	44.46	View chart
Caterpillar (CAT)	0.1	$520k	+20%	907.00	573.16	View chart
Cisco Systems (CSCO)	0.1	$519k		6.7k	77.03	View chart
Cohen & Steers REIT/P (RNP)	0.1	$514k		26k	19.86	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$514k		480.00	1069.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$503k	+3%	4.1k	123.26	View chart
Forward Inds Inc N Y Com New (FWDI)	0.1	$500k	NEW	76k	6.61	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$498k	-8%	6.0k	82.48	View chart
Vaneck Etf Trust Digi Transfrm (DAPP)	0.1	$492k	-7%	30k	16.53	View chart
Marvell Technology (MRVL)	0.1	$492k		5.8k	84.98	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$487k	+98%	4.1k	119.41	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$486k	-8%	9.9k	49.25	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$477k		3.4k	141.15	View chart
Nrg Energy Com New (NRG)	0.1	$476k	-4%	3.0k	159.23	View chart
Vanguard World Extended Dur (EDV)	0.1	$476k	-80%	7.3k	65.01	View chart
Parker-Hannifin Corporation (PH)	0.1	$475k	-4%	540.00	879.63	View chart
CSX Corporation (CSX)	0.1	$468k		13k	36.25	View chart
Pgim Etf Tr Floating Rt Inc (PFRL)	0.1	$460k		9.3k	49.68	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$456k	+12%	7.7k	59.28	View chart
Motorola Solutions Com New (MSI)	0.1	$447k	+3%	1.2k	383.36	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$446k	+3%	8.5k	52.77	View chart
Dt Midstream Common Stock (DTM)	0.1	$441k	+7%	3.7k	119.68	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$440k	-14%	27k	16.49	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$436k		3.1k	139.17	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$436k	-60%	16k	27.43	View chart
Duke Energy Corp Com New (DUK)	0.1	$434k	+7%	3.7k	117.20	View chart
Snowflake Com Shs (SNOW)	0.1	$432k	+8%	2.0k	219.36	View chart
Intuitive Surgical Com New (ISRG)	0.1	$432k	+4%	762.00	566.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$429k	-31%	8.0k	53.76	View chart
Qualcomm (QCOM)	0.1	$428k	+7%	2.5k	171.04	View chart
Paychex (PAYX)	0.1	$421k	+4%	3.8k	112.17	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$421k	+11%	2.5k	170.65	View chart
Graniteshares Etf Tr 2x Long Tsla Dai (TSLR)	0.1	$415k	NEW	13k	32.02	View chart
Mastercard Incorporated Cl A (MA)	0.1	$413k	-11%	723.00	571.26	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$410k	NEW	9.0k	45.57	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$408k	+73%	9.1k	44.71	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$400k	NEW	2.6k	154.80	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$400k		22k	17.96	View chart
Lowe's Companies (LOW)	0.1	$397k	+18%	1.6k	241.10	View chart
Pepsi (PEP)	0.1	$396k	-6%	2.8k	143.53	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$393k	+23%	806.00	487.99	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$393k		7.9k	50.04	View chart
Lockheed Martin Corporation (LMT)	0.1	$389k	+50%	804.00	483.65	View chart
Zoetis Cl A (ZTS)	0.1	$388k	+12%	3.1k	125.83	View chart
Citigroup Com New (C)	0.1	$386k	+3%	3.3k	116.71	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$385k	+6%	6.0k	64.42	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$383k		4.7k	81.17	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$383k	-6%	4.3k	89.47	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$381k	-11%	7.9k	47.98	View chart
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB)	0.1	$376k		7.4k	50.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$374k	-81%	790.00	473.06	View chart
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)	0.1	$372k	NEW	11k	34.73	View chart
Marathon Petroleum Corp (MPC)	0.1	$371k		2.3k	162.63	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$371k		2.4k	154.14	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$368k	NEW	4.6k	79.72	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$367k		4.4k	82.82	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.1	$362k	-14%	8.1k	44.82	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$362k	+6%	4.5k	79.83	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$357k	-2%	3.8k	94.16	View chart
Northrop Grumman Corporation (NOC)	0.1	$356k	+41%	625.00	570.19	View chart
Aim Etf Products Trust Allianzim Us Equ (SIXZ)	0.1	$346k	NEW	12k	29.61	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$346k		2.1k	162.00	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$344k	-8%	7.4k	46.81	View chart
Otter Tail Corporation (OTTR)	0.1	$343k		4.2k	80.81	View chart
Adobe Systems Incorporated (ADBE)	0.1	$340k	+17%	971.00	349.84	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$336k		10k	33.02	View chart
Fs Kkr Capital Corp (FSK)	0.1	$332k		22k	14.81	View chart
Raytheon Technologies Corp (RTX)	0.1	$329k	+24%	1.8k	183.38	View chart
McKesson Corporation (MCK)	0.1	$329k	+48%	401.00	820.52	View chart
Morgan Stanley Com New (MS)	0.1	$323k	+7%	1.8k	177.52	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$322k		12k	26.91	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.0	$318k		6.0k	53.05	View chart
Iron Mountain (IRM)	0.0	$313k	-4%	3.8k	82.96	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$308k	-11%	5.6k	55.05	View chart
Deere & Company (DE)	0.0	$307k		660.00	465.58	View chart
Toast Cl A (TOST)	0.0	$304k	+12%	8.5k	35.51	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$303k		5.7k	53.37	View chart
Republic Services (RSG)	0.0	$303k	+12%	1.4k	211.99	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$302k		5.2k	58.12	View chart
Diamondback Energy (FANG)	0.0	$302k	+3%	2.0k	150.31	View chart
Rocket Lab Corp (RKLB)	0.0	$301k	NEW	4.3k	69.76	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.0	$299k	+2%	5.8k	51.26	View chart
Target Corporation (TGT)	0.0	$299k		3.1k	97.74	View chart
Fidus Invt (FDUS)	0.0	$297k	+35%	15k	19.30	View chart
Fiserv (FI)	0.0	$295k	+22%	4.4k	67.17	View chart
Vistra Energy (VST)	0.0	$292k	-9%	1.8k	161.36	View chart
General Motors Company (GM)	0.0	$286k	NEW	3.5k	81.31	View chart
Cintas Corporation (CTAS)	0.0	$286k	-3%	1.5k	188.06	View chart
Zscaler Incorporated (ZS)	0.0	$286k	-47%	1.3k	224.92	View chart
Comcast Corp Cl A (CMCSA)	0.0	$282k	NEW	9.4k	29.89	View chart
Fair Isaac Corporation (FICO)	0.0	$281k	-5%	166.00	1693.72	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$276k	-36%	4.6k	60.18	View chart
Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW)	0.0	$272k		8.0k	33.96	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$268k		1.8k	146.58	View chart
Cadence Design Systems (CDNS)	0.0	$264k	+20%	843.00	312.69	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$262k	+4%	871.00	301.17	View chart
Sherwin-Williams Company (SHW)	0.0	$262k		809.00	324.03	View chart
Blackrock (BLK)	0.0	$261k	NEW	244.00	1070.34	View chart
Suburban Propane Partners L Unit Ltd Partn (SPH)	0.0	$261k	+14%	14k	18.54	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$258k	NEW	1.5k	168.76	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$255k		2.8k	91.38	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.0	$254k	NEW	891.00	284.74	View chart
Ares Dynamic Cr Allocation (ARDC)	0.0	$253k	-86%	19k	13.30	View chart
W.W. Grainger (GWW)	0.0	$248k	-4%	246.00	1009.15	View chart
Block Cl A (XYZ)	0.0	$247k		3.8k	65.09	View chart
Global X Fds S&p 500 Catholic (CATH)	0.0	$247k	NEW	3.0k	82.22	View chart
Intel Corporation (INTC)	0.0	$247k	-5%	6.7k	36.90	View chart
Volatility Shs Tr 2x Bitcoin Strat (BITX)	0.0	$245k	-20%	8.8k	27.74	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$244k	+2%	4.5k	54.78	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$244k	-5%	9.3k	26.23	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$243k	-2%	1.3k	191.02	View chart
Innovator Etfs Trust Grwt Aclrtd Plus (QTJL)	0.0	$242k	+12%	6.2k	39.33	View chart
Corteva (CTVA)	0.0	$239k		3.6k	67.03	View chart
CVS Caremark Corporation (CVS)	0.0	$239k		3.0k	79.36	View chart
Applied Materials (AMAT)	0.0	$239k	NEW	928.00	257.09	View chart
Cheniere Energy Com New (LNG)	0.0	$239k	+17%	1.2k	194.38	View chart
Cardinal Health (CAH)	0.0	$238k	NEW	1.2k	205.48	View chart
Royal Caribbean Cruises (RCL)	0.0	$237k		850.00	279.03	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.0	$235k	-10%	4.6k	50.70	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.0	$234k	NEW	3.0k	78.87	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$234k	-8%	3.4k	69.41	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.0	$234k	+4%	6.6k	35.15	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.0	$232k	+15%	2.9k	78.94	View chart
Ares Capital Corporation (ARCC)	0.0	$232k	-17%	11k	20.23	View chart
United Sts Oil Units (USO)	0.0	$230k		3.3k	69.16	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$229k	NEW	7.0k	32.94	View chart
Ultimus Managers Tr Q3 All Seasn Act (QVOY)	0.0	$229k	-90%	8.5k	26.90	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNJ)	0.0	$229k	NEW	8.5k	26.99	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.0	$228k		4.8k	47.13	View chart
Hershey Company (HSY)	0.0	$226k	+16%	1.2k	181.98	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$220k	NEW	9.0k	24.37	View chart
Constellation Brands Cl A (STZ)	0.0	$217k	-16%	1.6k	137.99	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$212k	NEW	3.7k	57.24	View chart
Dow (DOW)	0.0	$208k	-5%	8.9k	23.38	View chart
Kla Corp Com New (KLAC)	0.0	$208k	NEW	171.00	1215.12	View chart
Starbucks Corporation (SBUX)	0.0	$205k		2.4k	84.20	View chart
Honeywell International (HON)	0.0	$205k	-5%	1.1k	195.04	View chart
Xpo Logistics Inc equity (XPO)	0.0	$202k	NEW	1.5k	135.91	View chart
AFLAC Incorporated (AFL)	0.0	$202k	-7%	1.8k	110.28	View chart
Iqvia Holdings (IQV)	0.0	$202k	NEW	896.00	225.41	View chart
Chubb (CB)	0.0	$202k	NEW	646.00	312.31	View chart
Moody's Corporation (MCO)	0.0	$201k	NEW	394.00	510.88	View chart
Devon Energy Corporation (DVN)	0.0	$201k	NEW	5.5k	36.63	View chart
Amplify Etf Tr Amplify Lithium (BATT)	0.0	$177k	NEW	13k	13.80	View chart
Lumen Technologies (LUMN)	0.0	$143k		18k	7.77	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$107k	+4%	11k	10.19	View chart
Compugen Ord (CGEN)	0.0	$61k		40k	1.53	View chart
Milestone Pharmaceuticals (MIST)	0.0	$20k		10k	2.02	View chart
Franklin Street Properties (FSP)	0.0	$9.5k		10k	0.95	View chart

Past Filings by Secure Asset Management

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

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
Secure Asset Management 2022 Q1 filed April 19, 2022

View all past filings

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