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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • 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
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