Secure Asset Management, LLC Purchases in Q1 2025

Secure Asset Management, LLC

  • $477 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
5.73K
+ 21.6%
$84.5 - $105.05 $484K - $602K
32.3K $2.83M
WTRG
Essential Utilities, Inc.

Utilities
7.13K
+ 15.73%
$33.49 - $40.57 $239K - $289K
52.5K $2.07M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
4.42K
+ 20.42%
$55.23 - $64.6 $244K - $285K
26K $1.62M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.74K
New
$237.72 - $276.98 $413K - $481K
1.74K $423K
BSX
Boston Scientific Corp

Healthcare
4.15K
New
$89.38 - $106.18 $371K - $440K
4.15K $418K
LLY
Eli Lilly & CO

Healthcare
262
+ 7.19%
$725.72 - $929.72 $190K - $244K
3.91K $3.23M
GBIL
Goldman Sachs Access Treasury

ETFs
4.12K
New
$99.85 - $100.19 $411K - $413K
4.12K $412K
CRWD
Crowd Strike Holdings, Inc.

Technology
663
+ 8.97%
$308.86 - $455.36 $205K - $302K
8.05K $2.84M
RSG
Republic Services, Inc.

Industrials
1.23K
New
$200.09 - $242.16 $247K - $298K
1.23K $298K
WM
Waste Management Inc

Industrials
733
+ 19.15%
$200.54 - $233.78 $147K - $171K
4.56K $1.06M
PHO
Invesco Exchange Traded Fd Tr

ETFs
4.48K
+ 82.28%
$63.77 - $68.75 $285K - $308K
9.92K $637K
BMAR
Innovator U.S. Equity Buffer E

ETFs
6.04K
New
$44.99 - $47.69 $272K - $288K
6.04K $273K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.7K
New
$63.07 - $73.5 $234K - $272K
3.7K $262K
FMB
First Tr Exchange Traded Fd Ii

ETFs
5.54K
+ 19.03%
$50.17 - $51.45 $278K - $285K
34.7K $1.75M
CLX
Clorox CO

Consumer Defensive
1.72K
New
$141.76 - $162.89 $244K - $281K
1.72K $253K
JBBB
Janus Detroit Str Tr Henderson

ETFs
5.11K
New
$48.34 - $49.66 $247K - $254K
5.11K $249K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
13.4K
+ 19.34%
$16.12 - $16.78 $216K - $224K
82.5K $1.36M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.45K
New
$42.5 - $46.71 $232K - $254K
5.45K $246K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
10.1K
+ 66.83%
$20.29 - $22.36 $204K - $225K
25.1K $550K
LMT
Lockheed Martin Corp

Industrials
899
+ 21.03%
$423.19 - $506.29 $380K - $455K
5.17K $2.31M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
4.62K
New
$49.6 - $50.28 $229K - $232K
4.62K $232K
UBER
Uber Technologies, Inc

Technology
2.28K
+ 47.63%
$63.17 - $81.49 $144K - $186K
7.06K $514K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
461
New
$402.49 - $513.76 $186K - $237K
461 $223K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.3K
New
$56.12 - $68.15 $185K - $225K
3.3K $223K
AMT
American Tower Corp

Real Estate
1.01K
New
$173.46 - $217.6 $176K - $220K
1.01K $220K
CI
Cigna Corp

Healthcare
652
New
$274.49 - $329.0 $179K - $215K
652 $214K
RTX
Raytheon Technologies Corp

Industrials
1.61K
New
$114.1 - $135.66 $183K - $218K
1.61K $212K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.06K
New
$196.12 - $229.48 $208K - $243K
1.06K $212K
SPH
Suburban Propane Partners LP

Utilities
9.78K
New
$17.64 - $22.2 $173K - $217K
9.78K $207K
CAH
Cardinal Health Inc

Healthcare
1.5K
New
$118.02 - $137.77 $177K - $206K
1.5K $206K
SLV
I Shares Silver Trust

ETFs
6.65K
New
$26.93 - $31.32 $179K - $208K
6.65K $206K
INTC
Intel Corp

Technology
9.01K
New
$19.1 - $27.39 $172K - $247K
9.01K $204K
FTCS
First Trust Capital Strength E

ETFs
1.88K
+ 3.83%
$86.39 - $91.35 $162K - $172K
50.9K $4.51M
MS
Morgan Stanley

Financial Services
1.73K
New
$111.68 - $141.08 $194K - $244K
1.73K $202K
DUK
Duke Energy Corp

Utilities
1.4K
+ 63.99%
$105.87 - $121.97 $148K - $171K
3.59K $438K
DVN
Devon Energy Corp

Energy
5.36K
New
$33.15 - $38.55 $178K - $207K
5.36K $200K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
369
+ 8.42%
$408.78 - $448.82 $151K - $166K
4.75K $1.99M
AGNC
Agnc Investment Corp.

Real Estate
13.5K
New
$9.12 - $10.54 $123K - $143K
13.5K $129K
DTE
Dte Energy CO

Utilities
305
+ 7.98%
$117.6 - $138.27 $35.9K - $42.2K
4.13K $570K
RDVY
First Trust Rising Dividend Ac

ETFs
1.91K
+ 18.89%
$57.22 - $63.39 $109K - $121K
12K $696K
RWL
Invesco Exchange Traded Fd Tr

ETFs
964
+ 23.55%
$96.9 - $104.39 $93.4K - $101K
5.06K $497K
NFLX
Netflix Inc

Communication Services
55
+ 6.19%
$828.4 - $1058.6 $45.6K - $58.2K
944 $880K
WFC
Wells Fargo & Company

Financial Services
1.1K
+ 21.69%
$66.78 - $81.42 $73.4K - $89.5K
6.17K $442K
BMY
Bristol Myers Squibb CO

Healthcare
664
+ 6.74%
$53.9 - $63.11 $35.8K - $41.9K
10.5K $641K
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.9K
+ 17.58%
$17.53 - $17.87 $85.9K - $87.6K
32.8K $577K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.69K
+ 42.16%
$57.21 - $65.8 $96.8K - $111K
5.71K $332K
PLTR
Palantir Technologies Inc.

Technology
230
+ 3.41%
$64.98 - $124.62 $14.9K - $28.7K
6.98K $589K
SYK
Stryker Corp

Healthcare
125
+ 6.53%
$355.18 - $399.9 $44.4K - $50K
2.04K $758K
PAA
Plains All American Pipeline LP

Energy
1.21K
+ 8.27%
$17.32 - $20.96 $20.9K - $25.3K
15.8K $315K
Activity Summary
Buys All Purchases 169 New Holdings 44 Increased Positions 125 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 1 Puts 6
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