Secure Asset Management, LLC Purchases in Q3 2025

Secure Asset Management, LLC

  • $585 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
96.9K
+ 22.38%
$58.97 - $60.36 $5.72M - $5.85M
530K $31.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
16.6K
+ 36.81%
$225.11 - $247.9 $3.74M - $4.12M
61.7K $15.3M
NVDA
Nvidia Corp

Technology
2.28K
+ 1.74%
$153.3 - $186.58 $349K - $425K
133K $24.8M
LDOS
Leidos Holdings, Inc.

Technology
19.6K
New
$159.2 - $188.96 $3.13M - $3.71M
19.6K $3.71M
AAPL
Apple Inc.

Technology
2.55K
+ 4.26%
$202.38 - $256.87 $517K - $656K
62.4K $15.9M
IVV
Ishares Core S&P 500 ETF

ETFs
3.74K
+ 21.35%
$620.67 - $670.08 $2.32M - $2.5M
21.2K $14.2M
EDV
Vanguard Extended Duration Tre

ETFs
36.8K
New
$63.28 - $69.5 $2.33M - $2.56M
36.8K $2.52M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
45K
+ 24.51%
$52.39 - $53.11 $2.36M - $2.39M
228K $12.1M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
45.9K
+ 23.59%
$49.05 - $49.99 $2.25M - $2.3M
241K $12M
JMBS
Janus Detroit Str Tr Henderson

ETFs
46.6K
+ 21.83%
$44.34 - $45.94 $2.07M - $2.14M
260K $11.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
49.9K
+ 63.34%
$28.92 - $32.19 $1.44M - $1.61M
129K $4.1M
VZ
Verizon Communications Inc

Communication Services
40.3K
+ 177.61%
$40.84 - $45.06 $1.65M - $1.82M
63K $2.77M
CGDV
Capital Group Divid Value ETF

ETFs
33.9K
+ 25.07%
$39.59 - $42.21 $1.34M - $1.43M
169K $7.1M
WM
Waste Management Inc

Industrials
8.06K
+ 182.56%
$213.88 - $237.1 $1.72M - $1.91M
12.5K $2.75M
KR
Kroger CO

Consumer Defensive
26.1K
+ 671.11%
$64.52 - $74.35 $1.68M - $1.94M
30K $2.02M
IWD
Ishares Russell 1000 Val ETF

ETFs
7.96K
+ 208.87%
$192.76 - $203.86 $1.53M - $1.62M
11.8K $2.4M
V
Visa Inc.

Financial Services
5.27K
+ 48.37%
$332.09 - $358.86 $1.75M - $1.89M
16.2K $5.51M
SRLN
Ssga Active Trust

ETFs
38.5K
+ 14.89%
$41.28 - $41.65 $1.59M - $1.6M
297K $12.3M
DELL
Dell Technologies Inc.

Technology
10.7K
New
$120.96 - $141.77 $1.3M - $1.52M
10.7K $1.52M
LLY
Eli Lilly & CO

Healthcare
1.99K
+ 39.28%
$625.65 - $812.69 $1.25M - $1.62M
7.06K $5.39M
SPOT
Spotify Technology S.A.

Communication Services
2.28K
+ 77.83%
$620.01 - $738.53 $1.41M - $1.68M
5.2K $3.63M
MCD
Mcdonalds Corp

Consumer Cyclical
4K
+ 40.15%
$291.67 - $316.99 $1.17M - $1.27M
14K $4.25M
CHDN
Churchill Downs Inc

Consumer Cyclical
14.6K
+ 63.01%
$95.3 - $113.75 $1.39M - $1.66M
37.8K $3.66M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.89K
+ 12.81%
$224.68 - $282.71 $425K - $535K
16.7K $4.66M
CRM
Salesforce, Inc.

Technology
6.9K
+ 71.16%
$231.66 - $273.65 $1.6M - $1.89M
16.6K $3.93M
WMT
Walmart Inc.

Consumer Defensive
10.1K
+ 26.51%
$94.4 - $104.27 $957K - $1.06M
48.4K $4.99M
MSFT
Microsoft Corp

Technology
1.51K
+ 7.27%
$491.09 - $535.64 $742K - $809K
22.3K $11.5M
FSLR
First Solar, Inc.

Technology
1.15K
+ 7.05%
$160.84 - $223.53 $185K - $257K
17.5K $3.85M
PYPL
Pay Pal Holdings, Inc.

Financial Services
20.7K
+ 57.11%
$65.64 - $78.22 $1.36M - $1.62M
57K $3.82M
UBER
Uber Technologies, Inc

Technology
9.55K
+ 27.03%
$86.91 - $99.57 $830K - $951K
44.9K $4.4M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
19.7K
New
$50.32 - $54.01 $989K - $1.06M
19.7K $1.06M
VT
Vanguard Total World Stk Index

ETFs
5.22K
+ 14.42%
$128.41 - $138.03 $670K - $720K
41.4K $5.71M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.38K
+ 31.41%
$412.46 - $514.1 $981K - $1.22M
9.95K $4.88M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
4.52K
+ 7.49%
$128.6 - $136.01 $581K - $615K
64.9K $8.77M
SCHW
Schwab Charles Corp

Financial Services
9.18K
+ 31.21%
$91.03 - $98.69 $836K - $906K
38.6K $3.68M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
17.5K
+ 29.47%
$42.79 - $45.73 $749K - $801K
76.9K $3.45M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
11.5K
+ 31.01%
$65.41 - $69.67 $749K - $798K
48.4K $3.37M
ACWI
Ishares Msci Acwi ETF

ETFs
5.17K
+ 67.94%
$128.32 - $138.41 $664K - $716K
12.8K $1.77M
AMZN
Amazon Com Inc

Consumer Cyclical
3.55K
+ 13.35%
$211.65 - $238.24 $751K - $845K
30.1K $6.61M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
15.2K
+ 70.6%
$45.6 - $46.92 $692K - $712K
36.7K $1.71M
NEAR
Blackrock Short Maturity Bond

ETFs
13.5K
+ 71.66%
$50.8 - $51.32 $685K - $692K
32.3K $1.66M
EIX
Edison International

Utilities
10.7K
+ 47.79%
$50.42 - $56.35 $539K - $602K
33K $1.83M
WTRG
Essential Utilities, Inc.

Utilities
14.4K
+ 41.74%
$36.73 - $39.9 $528K - $574K
48.8K $1.95M
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.3K
+ 68.23%
$27.61 - $29.15 $587K - $620K
52.4K $1.53M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
38.8K
+ 8.96%
$14.8 - $15.15 $575K - $589K
473K $7.08M
XOM
Exxon Mobil Corp

Energy
4.38K
+ 18.71%
$105.83 - $117.22 $463K - $513K
27.8K $3.13M
CVX
Chevron Corp

Energy
2.81K
+ 19.71%
$145.57 - $161.83 $409K - $455K
17.1K $2.65M
GNRC
Generac Holdings Inc.

Industrials
998
+ 5.5%
$146.61 - $202.85 $146K - $202K
19.1K $3.2M
KO
Coca Cola CO

Consumer Defensive
10.4K
+ 35.96%
$65.67 - $71.67 $686K - $749K
39.5K $2.62M
Activity Summary
Buys All Purchases 172 New Holdings 30 Increased Positions 142 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 3 Puts 1
Track This Portfolio

Track Secure Asset Management, LLC Portfolio

Follow Secure Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Secure Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secure Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email