Secure Asset Management, LLC Purchases in Q2 2025

Secure Asset Management, LLC

  • $520 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
17.2K
+ 187.58%
$496.48 - $617.85 $8.56M - $10.7M
26.4K $16.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.82K
+ 15.99%
$456.74 - $568.03 $2.66M - $3.3M
42.2K $24M
IVV
Ishares Core S&P 500 ETF

ETFs
5.03K
+ 40.33%
$498.8 - $620.9 $2.51M - $3.12M
17.5K $10.9M
VV
Vanguard Large Cap ETF

ETFs
13.6K
New
$228.25 - $285.3 $3.09M - $3.87M
13.6K $3.87M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
42.7K
New
$75.05 - $77.34 $3.2M - $3.3M
42.7K $3.3M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
46.9K
New
$66.5 - $71.25 $3.12M - $3.35M
46.9K $3.26M
VGIT
Vanguard Intermediate Term Tre

ETFs
47.9K
+ 12.44%
$58.63 - $59.9 $2.81M - $2.87M
433K $25.9M
UBER
Uber Technologies, Inc

Technology
28.3K
+ 400.5%
$64.62 - $93.3 $1.83M - $2.64M
35.3K $3.3M
MSTR
Microstrategy Inc

Technology
1.74K
+ 12.0%
$237.95 - $421.61 $414K - $733K
16.2K $6.56M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.13K
+ 10.09%
$171.4 - $227.1 $709K - $939K
45.1K $10.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
43.8K
+ 27.04%
$49.79 - $50.75 $2.18M - $2.22M
206K $10.4M
ASTS
Ast Space Mobile, Inc.

Communication Services
45.3K
New
$20.07 - $51.83 $910K - $2.35M
45.3K $2.12M
SCHG
Schwab Strategic Tr Us Large C

ETFs
69.4K
+ 738.3%
$22.27 - $29.21 $1.54M - $2.03M
78.8K $2.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
36.5K
+ 24.79%
$51.68 - $52.76 $1.88M - $1.92M
183K $9.68M
CGDV
Capital Group Divid Value ETF

ETFs
38.1K
+ 39.23%
$31.93 - $39.49 $1.22M - $1.5M
135K $5.34M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.33K
+ 38.45%
$416.06 - $551.64 $968K - $1.28M
8.38K $4.62M
IWP
Ishares Russell Mid Cap Growth

ETFs
12.8K
New
$104.34 - $138.68 $1.34M - $1.78M
12.8K $1.78M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
21K
New
$67.22 - $81.54 $1.41M - $1.72M
21K $1.72M
TSLA
Tesla, Inc.

Consumer Cyclical
1.08K
+ 5.57%
$221.86 - $362.89 $240K - $393K
20.5K $6.52M
KWEB
Kraneshares Tr Csi China Inter

ETFs
41.8K
New
$28.28 - $35.22 $1.18M - $1.47M
41.8K $1.43M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.74K
+ 6.61%
$101.93 - $128.63 $382K - $481K
60.4K $7.77M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.4K
+ 356.84%
$51.16 - $62.02 $1.04M - $1.26M
26.1K $1.62M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
12.2K
New
$100.35 - $100.71 $1.22M - $1.23M
12.2K $1.23M
AMZN
Amazon Com Inc

Consumer Cyclical
2.3K
+ 9.5%
$167.32 - $223.3 $385K - $514K
26.6K $5.83M
VO
Vanguard Mid Cap ETF

ETFs
3.77K
+ 64.03%
$228.54 - $279.83 $861K - $1.05M
9.66K $2.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
23.4K
+ 429.7%
$39.89 - $49.46 $934K - $1.16M
28.9K $1.43M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
22.1K
New
$41.45 - $54.46 $916K - $1.2M
22.1K $1.15M
VT
Vanguard Total World Stk Index

ETFs
5.63K
+ 18.42%
$103.16 - $128.52 $581K - $724K
36.2K $4.65M
ORCL
Oracle Corp

Technology
135
+ 1.02%
$122.82 - $218.63 $16.6K - $29.5K
13.4K $2.92M
NUE
Nucor Corp

Basic Materials
8.11K
New
$103.22 - $131.43 $837K - $1.07M
8.11K $1.05M
META
Meta Platforms, Inc.

Communication Services
319
+ 6.32%
$484.66 - $738.09 $155K - $235K
5.36K $3.96M
IDEV
Ishares Core Msci Intl Develop

ETFs
13.4K
New
$61.79 - $76.67 $830K - $1.03M
13.4K $1.02M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
21.5K
New
$45.12 - $46.23 $970K - $994K
21.5K $994K
ACWI
Ishares Msci Acwi ETF

ETFs
7.61K
New
$103.59 - $128.6 $788K - $979K
7.61K $978K
NEAR
Blackrock Short Maturity Bond

ETFs
18.8K
New
$50.41 - $51.17 $949K - $963K
18.8K $961K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
387
+ 2.69%
$141.37 - $228.57 $54.7K - $88.5K
14.8K $3.35M
WMT
Walmart Inc.

Consumer Defensive
5.98K
+ 18.55%
$81.79 - $99.98 $489K - $598K
38.2K $3.74M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
10.9K
+ 41.9%
$55.24 - $68.55 $603K - $748K
37K $2.49M
SCHV
Schwab Strategic Tr Us Large C

ETFs
31.2K
New
$23.55 - $27.67 $734K - $862K
31.2K $862K
VTWO
Vanguard Russell 2000 ETF

ETFs
9.39K
New
$70.56 - $87.22 $662K - $819K
9.39K $818K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.5K
+ 252.9%
$34.72 - $42.74 $643K - $791K
25.8K $1.1M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
16.8K
+ 39.36%
$37.73 - $43.54 $633K - $731K
59.4K $2.57M
VB
Vanguard Small Cap ETF

ETFs
3.08K
+ 109.48%
$193.73 - $237.37 $597K - $732K
5.9K $1.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.1K
New
$32.66 - $40.75 $625K - $779K
19.1K $774K
LLY
Eli Lilly & CO

Healthcare
1.16K
+ 29.74%
$713.71 - $898.95 $829K - $1.04M
5.07K $3.95M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
38.7K
New
$8.01 - $16.55 $310K - $641K
38.7K $640K
PANW
Palo Alto Networks Inc

Technology
1.35K
+ 12.62%
$152.44 - $204.64 $205K - $275K
12K $2.46M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
514
+ 3.45%
$139.8 - $197.22 $71.9K - $101K
15.4K $3.04M
BGH
Barings Global Short Duration High Yield Fund

Financial Services
39K
+ 125.7%
$13.42 - $15.4 $523K - $600K
70K $1.08M
Activity Summary
Buys All Purchases 178 New Holdings 54 Increased Positions 124 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 1 Puts 4
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