Secure Asset Management, LLC Portfolio Holdings
Secure Asset Management, LLC
- $410 Million
- Q1 2024
Secure Asset Management, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $410 Million distributed in 229 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $52.9M, Apple Inc. with a value of $36M, Technology Sector Spdr with a value of $18.9M, Ishares Core S&P 500 ETF with a value of $13.8M, and First Trust Dorsey Wright Focu with a value of $12.4M.
Examining the 13F form we can see an increase of $49.6M in the current position value, from $360M to 410M.
Below you can find more details about Secure Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$410 Million
ETFs: $238 Million
Technology: $63.8 Million
Consumer Cyclical: $16.2 Million
Consumer Defensive: $15.2 Million
Financial Services: $14 Million
Healthcare: $13.3 Million
Energy: $12.7 Million
Industrials: $11.6 Million
Other: $25.2 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 229
- Current Value $410 Million
- Prior Value $360 Million
- Filing
- Period Q1 2024
- Filing Date April 30, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 39 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 78 stocks