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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, VOO, NVDA, AAPL, SRLN, and represent 16.78% of Secure Asset Management's stock portfolio.
Added to shares of these 10 stocks: VGIT (+$17M), IGSB (+$7.7M), XMMO (+$6.4M), COST (+$5.7M), LMBS, JMBS, SRLN, CHDN, LRCX, SPY.
Started 44 new stock positions in SLV, VOT, GBIL, SPH, CVSB, EIX, BMAR, EWBC, JEF, OUSM.
Reduced shares in these 10 stocks: VOO (-$46M), AAPL (-$35M), XLK (-$18M), NVDA (-$9.4M), IVV (-$8.6M), META (-$8.3M), FTXO (-$7.3M), XMHQ (-$6.3M), , FV.
Sold out of its positions in UYLD, CVS, CAT, CMG, CLSK, CL, CMCSA, CAG, DHI, FICO.
Secure Asset Management was a net seller of stock by $-134M.
Secure Asset Management has $499M in assets under management (AUM), dropping by -24.04%.
Central Index Key (CIK): 0001800692

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Portfolio Holdings for Secure Asset Management

Secure Asset Management holds 301 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.6	$23M	+278%	385k	59.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.7	$19M	-71%	36k	513.92	View chart
NVIDIA Corporation Put Option (NVDA)	3.1	$16M	-37%	144k	108.38	View chart
Apple (AAPL)	2.7	$14M	-72%	61k	222.13	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	2.6	$13M	+35%	315k	41.13	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	2.0	$10M	+68%	221k	45.20	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.0	$10M	+69%	203k	49.16	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.8	$9.2M	+11%	184k	49.90	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.6	$8.2M	+6%	162k	50.71	View chart
Microsoft Corporation (MSFT)	1.6	$8.2M	-23%	22k	375.39	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.6	$7.9M	+26%	41k	193.02	View chart
Costco Wholesale Corporation (COST)	1.6	$7.9M	+261%	8.3k	945.79	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.5	$7.7M	NEW	147k	52.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$7.0M	-55%	13k	561.90	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	1.4	$6.9M	+27%	444k	15.57	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.3	$6.4M	NEW	57k	113.76	View chart
Tesla Motors (TSLA)	1.3	$6.3M	+53%	24k	259.16	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$5.6M	+67%	10k	559.40	View chart
Amazon (AMZN)	0.9	$4.6M	-51%	24k	190.26	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.9	$4.6M	+3%	51k	89.64	View chart
Microstrategy Cl A New (MSTR)	0.9	$4.5M	+4%	16k	288.27	View chart
Merck & Co (MRK)	0.9	$4.4M	+73%	49k	89.76	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.9	$4.4M		57k	76.72	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.9	$4.4M		43k	102.46	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.8	$4.1M		68k	59.84	View chart
Barings Corporate Investors (MCI)	0.8	$4.0M	-2%	170k	23.44	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.8	$3.9M	-47%	183k	21.21	View chart
First Tr Value Line Divid In SHS (FVD)	0.7	$3.6M		82k	44.59	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$3.5M	-37%	31k	115.95	View chart
Exxon Mobil Corporation (XOM)	0.7	$3.5M	-36%	30k	118.93	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.7	$3.5M	+67%	97k	35.64	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.7	$3.4M	-59%	62k	54.86	View chart
Visa Com Cl A (V)	0.7	$3.4M	+11%	9.6k	350.46	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$3.3M	+3%	24k	140.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$3.3M	+7%	21k	154.64	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.6	$3.2M	+13%	109k	29.75	View chart
Eli Lilly & Co. (LLY)	0.6	$3.2M	+7%	3.9k	825.88	View chart
UnitedHealth (UNH)	0.6	$3.2M	+30%	6.1k	523.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$3.1M	-7%	5.9k	532.56	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	0.6	$3.1M	+5%	6.5k	468.92	View chart
McDonald's Corporation (MCD)	0.6	$3.0M	+28%	9.7k	312.36	View chart
Chevron Corporation (CVX)	0.6	$3.0M	+6%	18k	167.29	View chart
Procter & Gamble Company (PG)	0.6	$3.0M	+244%	18k	170.42	View chart
Meta Platforms Cl A (META)	0.6	$2.9M	-74%	5.0k	576.35	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.6	$2.8M	+8%	8.1k	352.58	View chart
Wal-Mart Stores (WMT)	0.6	$2.8M	+21%	32k	87.79	View chart
Coca-Cola Company (KO)	0.6	$2.8M	+11%	39k	71.62	View chart
Ares Dynamic Cr Allocation (ARDC)	0.5	$2.7M	+3%	194k	14.12	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.5	$2.7M	+18%	59k	46.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$2.7M	-3%	96k	27.96	View chart
Bank of America Corporation (BAC)	0.5	$2.7M	+538%	64k	41.73	View chart
Qualcomm (QCOM)	0.5	$2.5M	+42%	16k	153.61	View chart
salesforce (CRM)	0.5	$2.5M	+25%	9.2k	268.36	View chart
Home Depot (HD)	0.5	$2.5M	-3%	6.7k	366.47	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$2.4M	+240%	13k	188.16	View chart
Philip Morris International (PM)	0.5	$2.4M	-9%	15k	158.73	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.5	$2.4M	+7%	15k	161.27	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$2.4M	+50%	14k	166.00	View chart
Charles Schwab Corporation (SCHW)	0.5	$2.3M	+19%	30k	78.28	View chart
ConocoPhillips (COP)	0.5	$2.3M	+18%	22k	105.02	View chart
Lockheed Martin Corporation (LMT)	0.5	$2.3M	+21%	5.2k	446.74	View chart
Blackrock Etf Trust Ii Ishares High Yie (SHYM)	0.5	$2.3M	-61%	101k	22.67	View chart
Churchill Downs (CHDN)	0.5	$2.3M	NEW	21k	111.07	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.5	$2.3M	-53%	44k	52.38	View chart
Mp Materials Corp Com Cl A (MP)	0.5	$2.3M	-11%	93k	24.41	View chart
Lam Research Corp Com New (LRCX)	0.5	$2.3M	NEW	31k	72.70	View chart
Paypal Holdings (PYPL)	0.5	$2.3M	+1045%	35k	65.25	View chart
Newmont Mining Corporation (NEM)	0.5	$2.2M	+30%	47k	48.28	View chart
Mirum Pharmaceuticals (MIRM)	0.4	$2.2M	+22%	49k	45.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.2M	+6%	21k	104.57	View chart
General Dynamics Corporation (GD)	0.4	$2.1M	+26%	7.8k	272.58	View chart
Generac Holdings (GNRC)	0.4	$2.1M	+56%	17k	126.65	View chart
Abbott Laboratories (ABT)	0.4	$2.1M	NEW	16k	132.65	View chart
East West Ban (EWBC)	0.4	$2.1M	NEW	23k	89.76	View chart
Essential Utils (WTRG)	0.4	$2.1M	+15%	53k	39.53	View chart
First Solar (FSLR)	0.4	$2.1M	+145%	16k	126.43	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$2.1M	-75%	23k	91.53	View chart
Vici Pptys (VICI)	0.4	$2.1M	+14%	63k	32.62	View chart
Comfort Systems USA (FIX)	0.4	$2.1M	NEW	6.4k	322.34	View chart
Fifth Third Ban (FITB)	0.4	$2.1M	NEW	52k	39.20	View chart
Emerson Electric (EMR)	0.4	$2.0M	+11%	18k	109.64	View chart
Edison International (EIX)	0.4	$2.0M	NEW	34k	58.92	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$2.0M	+8%	4.8k	419.85	View chart
Intercontinental Exchange (ICE)	0.4	$2.0M	NEW	12k	172.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$2.0M	+264%	5.5k	361.08	View chart
Nike CL B (NKE)	0.4	$1.9M	+11%	31k	63.48	View chart
Oracle Corporation (ORCL)	0.4	$1.9M	+21%	13k	139.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.4	$1.8M		54k	34.20	View chart
Palo Alto Networks (PANW)	0.4	$1.8M	-12%	11k	170.64	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.8M	+12%	6.2k	288.12	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.4	$1.8M	NEW	43k	42.02	View chart
Targa Res Corp (TRGP)	0.4	$1.8M	-3%	8.9k	200.47	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.4	$1.8M	-68%	53k	33.50	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.4	$1.7M	+19%	35k	50.42	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$1.7M	+585%	27k	65.76	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$1.7M		24k	71.97	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$1.7M	-27%	31k	54.76	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.3	$1.7M		14k	120.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.6M	+6%	5.9k	274.82	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.3	$1.6M	+20%	26k	61.83	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.5M	-54%	5.9k	258.62	View chart
At&t (T)	0.3	$1.5M	+17%	53k	28.28	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$1.4M	-2%	9.4k	153.10	View chart
Pgim Short Dur Hig Yld Opp F (SDHY)	0.3	$1.4M	+19%	83k	16.48	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.3	$1.3M	NEW	10k	132.24	View chart
Progressive Corporation (PGR)	0.3	$1.3M	+89%	4.5k	283.03	View chart
Oklo Com Cl A (OKLO)	0.2	$1.2M	-14%	57k	21.63	View chart
Abbvie (ABBV)	0.2	$1.2M	-54%	5.7k	209.53	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$1.2M		50k	23.72	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$1.2M	-60%	57k	20.35	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$1.2M	-60%	59k	19.59	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$1.2M	-60%	59k	19.48	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$1.2M	-60%	56k	20.68	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$1.1M	-3%	89k	12.83	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$1.1M	-60%	68k	16.59	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$1.1M	-60%	61k	18.53	View chart
Waste Management (WM)	0.2	$1.1M	+19%	4.6k	231.49	View chart
Broadcom (AVGO)	0.2	$1.1M	+12%	6.3k	167.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.0M	-72%	5.3k	194.01	View chart
Gra (GGG)	0.2	$1.0M		12k	83.51	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$988k	+5%	6.7k	146.62	View chart
JPMorgan Chase & Co. (JPM)	0.2	$986k	-74%	4.0k	245.33	View chart
Irsa Inversiones Y Rep S A Spon Gds Ech 10 (IRS)	0.2	$961k	-8%	75k	12.90	View chart
International Business Machines (IBM)	0.2	$910k	-13%	3.7k	248.65	View chart
Southern Company (SO)	0.2	$898k		9.8k	91.95	View chart
Netflix (NFLX)	0.2	$881k	+6%	944.00	932.81	View chart
Verizon Communications (VZ)	0.2	$873k	-7%	19k	45.36	View chart
Eaton Corp SHS (ETN)	0.2	$873k	+9%	3.2k	271.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$864k		1.6k	542.49	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$840k	-42%	25k	34.28	View chart
Boeing Company (BA)	0.2	$824k	+3%	4.8k	170.55	View chart
Pfizer (PFE)	0.2	$824k	-63%	33k	25.34	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$807k	+5%	16k	50.66	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$798k		1.00	798442.00	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$788k	-2%	4.6k	172.26	View chart
Ford Motor Company (F)	0.2	$776k		77k	10.03	View chart
Johnson & Johnson (JNJ)	0.2	$764k	-8%	4.6k	165.85	View chart
Stryker Corporation (SYK)	0.2	$759k	+6%	2.0k	372.26	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.1	$722k	+19%	53k	13.56	View chart
American Electric Power Company (AEP)	0.1	$720k	-72%	6.6k	109.26	View chart
Block Cl A (XYZ)	0.1	$719k	+7%	13k	54.33	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$717k	+19%	3.4k	210.95	View chart
Lincoln Educational Services Corporation (LINC)	0.1	$708k		45k	15.87	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$703k	+18%	12k	58.54	View chart
Jefferies Finl Group (JEF)	0.1	$697k	NEW	13k	53.57	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$696k	-96%	3.4k	206.49	View chart
Goldman Sachs (GS)	0.1	$694k	-11%	1.3k	546.22	View chart
Amgen (AMGN)	0.1	$672k	-4%	2.2k	311.54	View chart
Topbuild (BLD)	0.1	$653k	-19%	2.1k	304.95	View chart
Bristol Myers Squibb (BMY)	0.1	$641k	+6%	11k	60.99	View chart
Intuitive Surgical Com New (ISRG)	0.1	$640k	-15%	1.3k	495.27	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$640k	+82%	9.9k	64.52	View chart
Advanced Micro Devices (AMD)	0.1	$633k	+3%	6.2k	102.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$624k	-19%	2.8k	221.75	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$617k		9.1k	68.07	View chart
Ge Aerospace Com New (GE)	0.1	$616k	-51%	3.1k	200.13	View chart
Palantir Technologies Cl A Put Option (PLTR)	0.1	$615k	+7%	7.3k	84.40	View chart
Altria (MO)	0.1	$601k	-9%	10k	60.02	View chart
Paychex (PAYX)	0.1	$586k	-3%	3.8k	154.29	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$577k	+17%	33k	17.59	View chart
DTE Energy Company (DTE)	0.1	$571k	+7%	4.1k	138.26	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$556k	+15%	30k	18.59	View chart
Cohen & Steers REIT/P (RNP)	0.1	$554k	+66%	25k	22.07	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$550k	-30%	13k	43.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$543k		15k	35.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$533k	NEW	11k	50.83	View chart
Uber Technologies (UBER)	0.1	$514k	+47%	7.1k	72.86	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$503k	+23%	5.1k	99.35	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$501k		6.8k	73.61	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$496k	+3%	13k	37.73	View chart
Walt Disney Company (DIS)	0.1	$489k		5.0k	98.70	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.1	$486k		12k	40.50	View chart
Fs Kkr Capital Corp (FSK)	0.1	$478k	+7%	23k	20.95	View chart
Zscaler Incorporated (ZS)	0.1	$475k	NEW	2.4k	198.42	View chart
Barings Global Short Duration Com cef (BGH)	0.1	$469k	+2%	31k	15.12	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$469k		9.1k	51.49	View chart
Ge Vernova (GEV)	0.1	$467k	-41%	1.5k	305.28	View chart
Pgim Etf Tr Floating Rt Inc (PFRL)	0.1	$465k	+10%	9.3k	49.92	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.1	$463k	-5%	12k	39.67	View chart
Servicenow (NOW)	0.1	$457k	+20%	574.00	795.45	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$456k	+4%	6.9k	66.34	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$455k	-3%	11k	41.78	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$449k	-11%	3.3k	134.29	View chart
Wells Fargo & Company (WFC)	0.1	$443k	+21%	6.2k	71.79	View chart
Duke Energy Corp Com New (DUK)	0.1	$438k	+63%	3.6k	121.95	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$435k	+7%	4.5k	96.44	View chart
Mastercard Incorporated Cl A (MA)	0.1	$429k		782.00	548.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$429k	-78%	2.7k	156.21	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$425k	-3%	3.1k	135.67	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$425k	NEW	1.7k	244.64	View chart
Boston Scientific Corporation (BSX)	0.1	$418k	NEW	4.1k	100.88	View chart
CSX Corporation (CSX)	0.1	$418k	-17%	14k	29.43	View chart
Marriott Intl Cl A (MAR)	0.1	$416k	-28%	1.7k	238.26	View chart
Pepsi (PEP)	0.1	$414k	-22%	2.8k	149.93	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$413k	NEW	4.1k	100.18	View chart
Us Bancorp Del Com New (USB)	0.1	$412k	+2%	9.7k	42.22	View chart
Cisco Systems (CSCO)	0.1	$409k	+2%	6.6k	61.71	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$405k	-51%	4.3k	93.44	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$393k	-50%	16k	24.44	View chart
Zoetis Cl A (ZTS)	0.1	$392k	+3%	2.4k	164.68	View chart
Shopify Cl A (SHOP)	0.1	$391k		4.1k	95.47	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$387k	-51%	15k	25.22	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$387k		9.1k	42.47	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$382k	-11%	5.9k	65.17	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$378k	-38%	1.9k	197.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$377k	+6%	4.1k	92.83	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$376k	+4%	4.0k	93.66	View chart
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB)	0.1	$375k	NEW	7.4k	50.61	View chart
Volatility Shs Tr 2x Bitcoin Strat (BITX)	0.1	$374k	+125%	11k	35.48	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$373k	-37%	4.5k	82.74	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$363k	-15%	8.6k	42.45	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$362k		8.6k	42.07	View chart
Marathon Petroleum Corp (MPC)	0.1	$349k		2.4k	145.70	View chart
Otter Tail Corporation (OTTR)	0.1	$341k		4.2k	80.37	View chart
Dow (DOW)	0.1	$341k		9.8k	34.92	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$337k		3.5k	96.29	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$336k	-2%	2.4k	139.78	View chart
American Express Company (AXP)	0.1	$333k	+23%	1.2k	268.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$333k	+42%	5.7k	58.35	View chart
Dupont De Nemours (DD)	0.1	$325k		4.4k	74.69	View chart
Ultimus Managers Tr Q3 All Seasn Act (QVOY)	0.1	$325k	-85%	13k	24.30	View chart
Ares Capital Corporation (ARCC)	0.1	$320k	-3%	14k	22.16	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$316k	+8%	16k	20.00	View chart
Deere & Company (DE)	0.1	$315k	-20%	670.00	469.35	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$314k	+31%	473.00	662.69	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$312k		5.2k	60.19	View chart
Adobe Systems Incorporated (ADBE)	0.1	$308k	-31%	803.00	383.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$307k	-4%	4.1k	75.64	View chart
Lowe's Companies (LOW)	0.1	$305k	-18%	1.3k	233.18	View chart
Diamondback Energy (FANG)	0.1	$304k	-82%	1.9k	159.88	View chart
Republic Services (RSG)	0.1	$298k	NEW	1.2k	242.07	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$297k		5.6k	53.52	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$296k		6.3k	46.63	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$291k	+9%	6.3k	46.02	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$288k		7.3k	39.37	View chart
Cadence Design Systems (CDNS)	0.1	$283k	NEW	1.1k	254.40	View chart
Sherwin-Williams Company (SHW)	0.1	$283k	-10%	809.00	349.19	View chart
Humana (HUM)	0.1	$278k	+9%	1.1k	264.48	View chart
Kroger (KR)	0.1	$278k	-62%	4.1k	67.69	View chart
Corning Incorporated (GLW)	0.1	$278k	+6%	6.1k	45.78	View chart
Honeywell International (HON)	0.1	$276k	-15%	1.3k	211.82	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$275k	NEW	6.0k	45.54	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.1	$273k	-16%	3.9k	69.99	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$262k	-28%	2.8k	95.22	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$260k	NEW	3.7k	70.22	View chart
Cleveland-cliffs (CLF)	0.1	$258k		31k	8.22	View chart
United Sts Oil Units (USO)	0.1	$257k		3.3k	77.33	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$255k		1.4k	188.17	View chart
AFLAC Incorporated (AFL)	0.1	$254k	-60%	2.3k	111.21	View chart
Clorox Company (CLX)	0.1	$254k	NEW	1.7k	147.24	View chart
Espey Manufacturing & Electronics (ESP)	0.0	$250k	+37%	9.2k	27.13	View chart
3M Company (MMM)	0.0	$249k	+3%	1.7k	146.86	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.0	$249k	NEW	9.8k	25.46	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$249k	NEW	5.1k	48.67	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.0	$249k	-16%	5.0k	49.63	View chart
Constellation Brands Cl A (STZ)	0.0	$248k	-81%	1.4k	183.51	View chart
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)	0.0	$247k	NEW	9.9k	24.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$247k	NEW	5.4k	45.26	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.0	$245k		10k	24.06	View chart
Starbucks Corporation (SBUX)	0.0	$241k	-5%	2.5k	98.09	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$240k		2.6k	91.74	View chart
Dt Midstream Common Stock (DTM)	0.0	$238k	+6%	2.5k	96.48	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$237k	-14%	3.4k	69.52	View chart
Target Corporation (TGT)	0.0	$235k	-83%	2.3k	104.35	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$235k	-55%	9.4k	25.04	View chart
Arista Networks Com Shs (ANET)	0.0	$234k	NEW	3.0k	77.49	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.0	$233k	NEW	4.6k	50.28	View chart
FedEx Corporation (FDX)	0.0	$232k	+4%	950.00	243.86	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.0	$229k		4.9k	47.09	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$229k	+4%	1.3k	172.70	View chart
Citigroup Com New (C)	0.0	$225k	-6%	3.2k	70.98	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$225k	-15%	1.3k	170.93	View chart
Corteva (CTVA)	0.0	$225k	-2%	3.6k	62.94	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$224k	NEW	3.3k	67.85	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$224k	NEW	461.00	484.82	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.0	$223k	-50%	2.8k	78.26	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$221k	-23%	1.5k	146.04	View chart
American Tower Reit (AMT)	0.0	$220k	NEW	1.0k	217.54	View chart
Medtronic SHS (MDT)	0.0	$218k	-31%	2.4k	89.86	View chart
Cintas Corporation (CTAS)	0.0	$215k	-54%	1.0k	205.50	View chart
Cigna Corp (CI)	0.0	$215k	NEW	652.00	329.00	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$214k	NEW	1.1k	202.10	View chart
Raytheon Technologies Corp (RTX)	0.0	$213k	NEW	1.6k	132.48	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$212k		4.1k	51.78	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$210k	-9%	1.9k	110.48	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNJ)	0.0	$208k		8.5k	24.59	View chart
Main Street Capital Corporation (MAIN)	0.0	$208k	-18%	3.7k	56.56	View chart
DaVita (DVA)	0.0	$207k	-2%	1.4k	152.97	View chart
Cardinal Health (CAH)	0.0	$206k	NEW	1.5k	137.77	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$206k	NEW	6.6k	30.99	View chart
Suburban Propane Partners L Unit Ltd Partn (SPH)	0.0	$206k	NEW	9.8k	21.01	View chart
Intel Corporation (INTC)	0.0	$205k	NEW	9.0k	22.71	View chart
Marvell Technology (MRVL)	0.0	$202k	+39%	3.3k	61.56	View chart
Morgan Stanley Com New (MS)	0.0	$202k	NEW	1.7k	116.67	View chart
Devon Energy Corporation (DVN)	0.0	$201k	NEW	5.4k	37.40	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$130k	NEW	14k	9.58	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$111k		20k	5.46	View chart
Lumen Technologies (LUMN)	0.0	$72k	-2%	18k	3.92	View chart
Compugen Ord (CGEN)	0.0	$60k		41k	1.46	View chart
Cerus Corporation (CERS)	0.0	$22k		16k	1.39	View chart
Antelope Enterprise Hldgs Lt Shs New (AEHL)	0.0	$5.2k	NEW	54k	0.10	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 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
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

View all past filings

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