Secure Asset Management, LLC Portfolio Holdings

Secure Asset Management, LLC

  • $520 Million
  • Q2 2025

Secure Asset Management, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $520 Million distributed in 311 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $25.9M, Vanguard Index Fds S&P 500 ETF with a value of $24M, Nvidia Corp with a value of $20.7M, Spdr S&P 500 ETF Trust with a value of $16.3M, and Apple Inc. with a value of $12.3M.

Examining the 13F form we can see an increase of $43M in the current position value, from $477M to 520M.

Below you can find more details about Secure Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $520 Million
ETFs: $263 Million
Technology: $83.8 Million
Financial Services: $47.1 Million
Consumer Cyclical: $25.1 Million
Consumer Defensive: $21.1 Million
Healthcare: $19.1 Million
Communication Services: $17.9 Million
Industrials: $17.7 Million
Other: $25.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.9 Million 4.98% of portfolio
433,214
Q2 2025 Added 12.44%
$0
$24 Million 4.61% of portfolio
42,185
Q2 2025 Added 15.99%
$406B
$20.7 Million 3.97% of portfolio
130,716
Q2 2025 Reduced 2.27%
$0
$16.3 Million 3.14% of portfolio
26,437
Q2 2025 Added 187.58%
$3.39T
$12.3 Million 2.36% of portfolio
59,872
Q2 2025 Reduced 1.64%
$0
$10.9 Million 2.09% of portfolio
17,498
Q2 2025 Added 40.33%
$0
$10.7 Million 2.07% of portfolio
258,287
Q2 2025 Reduced 18.1%
$0
$10.4 Million 2.01% of portfolio
205,608
Q2 2025 Added 27.04%
$3.75T
$10.3 Million 1.99% of portfolio
20,781
Q2 2025 Reduced 4.51%
$0
$10.2 Million 1.97% of portfolio
45,116
Q2 2025 Added 10.09%
$0
$9.68 Million 1.86% of portfolio
183,498
Q2 2025 Added 24.79%
$0
$9.62 Million 1.85% of portfolio
213,603
Q2 2025 Reduced 3.37%
$0
$9.59 Million 1.85% of portfolio
194,782
Q2 2025 Reduced 4.11%
$435B
$8.08 Million 1.55% of portfolio
8,158
Q2 2025 Reduced 1.84%
$0
$7.77 Million 1.49% of portfolio
60,369
Q2 2025 Added 6.61%
$3.88B
$6.56 Million 1.26% of portfolio
16,218
Q2 2025 Added 12.0%
$0
$6.46 Million 1.24% of portfolio
433,655
Q2 2025 Reduced 2.26%
$2.27T
$5.83 Million 1.12% of portfolio
26,552
Q2 2025 Added 9.5%
$0
$5.34 Million 1.03% of portfolio
135,098
Q2 2025 Added 39.23%
$0
$4.65 Million 0.89% of portfolio
36,187
Q2 2025 Added 18.42%
$0
$4.62 Million 0.89% of portfolio
8,375
Q2 2025 Added 38.45%
$1.62T
$3.96 Million 0.76% of portfolio
5,363
Q2 2025 Added 6.32%
$748B
$3.95 Million 0.76% of portfolio
5,069
Q2 2025 Added 29.74%
$0
$3.83 Million 0.74% of portfolio
176,900
Q2 2025 Added 4.16%
$110B
$3.86 Million 0.74% of portfolio
7,573
Q2 2025 Reduced 5.94%
$1.07T
$3.87 Million 0.74% of portfolio
21,956
Q2 2025 Added 2.55%
$0
$3.87 Million 0.74% of portfolio
13,552
Q2 2025 New
$585B
$3.86 Million 0.74% of portfolio
10,885
Q2 2025 Added 12.88%
$0
$3.81 Million 0.73% of portfolio
22,006
Q2 2025 Reduced 7.12%
$263B
$3.74 Million 0.72% of portfolio
38,241
Q2 2025 Added 18.55%
$0
$3.68 Million 0.71% of portfolio
62,152
Q2 2025 Reduced 0.03%
$631B
$3.49 Million 0.67% of portfolio
7,186
Q2 2025 Added 22.23%
$212B
$3.45 Million 0.66% of portfolio
43,608
Q2 2025 Reduced 11.48%
$0
$3.4 Million 0.65% of portfolio
67,709
Q2 2025 Reduced 63.25%
$1.2T
$3.35 Million 0.64% of portfolio
14,781
Q2 2025 Added 2.69%
$0
$3.3 Million 0.63% of portfolio
42,670
Q2 2025 New
$191B
$3.3 Million 0.63% of portfolio
35,325
Q2 2025 Added 400.5%
$0
$3.26 Million 0.63% of portfolio
46,948
Q2 2025 New
$19.1B
$3.11 Million 0.6% of portfolio
5,802
Q2 2025 Reduced 9.05%
$5.33B
$3.08 Million 0.59% of portfolio
92,621
Q2 2025 Reduced 0.55%
$0
$3.04 Million 0.59% of portfolio
15,428
Q2 2025 Added 3.45%
$636B
$2.92 Million 0.56% of portfolio
13,370
Q2 2025 Added 1.02%
$216B
$2.91 Million 0.56% of portfolio
9,967
Q2 2025 Added 3.01%
$17.7B
$2.7 Million 0.52% of portfolio
16,316
Q2 2025 Reduced 0.52%
$86.5B
$2.7 Million 0.52% of portfolio
36,292
Q2 2025 Added 5.22%
$0
$2.7 Million 0.52% of portfolio
9,655
Q2 2025 Added 64.03%
$168B
$2.68 Million 0.52% of portfolio
29,415
Q2 2025 Reduced 1.84%
$271B
$2.64 Million 0.51% of portfolio
9,692
Q2 2025 Added 4.85%
$1.85B
$2.6 Million 0.5% of portfolio
50,997
Q2 2025 Added 4.27%

Summary

  • Portfolio
  • No. of Stocks 311
  • Current Value $520 Million
  • Prior Value $477 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 54 stocks
  • Additional Purchases 124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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