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
ASTS
Ast Space Mobile, Inc.

Communication Services
9.28K
+ 20.48%
$36.91 - $60.06 $343K - $557K
54.6K $2.68M
PG
Procter & Gamble CO

Consumer Defensive
4.12K
+ 29.41%
$150.47 - $161.22 $620K - $664K
18.1K $2.79M
GD
General Dynamics Corp

Industrials
927
+ 19.26%
$293.92 - $341.0 $272K - $316K
5.74K $1.96M
ABT
Abbott Laboratories

Healthcare
4.1K
+ 38.81%
$120.51 - $136.62 $494K - $560K
14.7K $1.96M
BAC
Bank Of America Corp

Financial Services
5.73K
+ 12.27%
$44.92 - $52.42 $257K - $300K
52.4K $2.7M
VICI
Vici Properties Inc.

Real Estate
14.9K
+ 37.31%
$31.43 - $33.93 $468K - $505K
54.8K $1.79M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.51K
+ 47.9%
$167.28 - $188.45 $588K - $662K
10.8K $1.83M
FITB
Fifth Third Bancorp

Financial Services
7.92K
+ 23.88%
$40.91 - $46.28 $324K - $367K
41.1K $1.83M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.48K
+ 4.12%
$50.53 - $50.82 $428K - $431K
214K $10.9M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
85
+ 0.55%
$195.29 - $223.85 $16.6K - $19K
15.5K $3.45M
AVGO
Broadcom Inc.

Technology
326
+ 6.32%
$264.74 - $369.57 $86.3K - $120K
5.48K $1.81M
GLD
Spdr Gold Trust

ETFs
281
+ 4.99%
$300.96 - $355.47 $84.6K - $99.9K
5.91K $2.1M
EWBC
East West Bancorp Inc

Financial Services
2.74K
+ 18.97%
$97.41 - $109.7 $267K - $301K
17.2K $1.83M
IWL
Ishares Tr Russell 200 ETF

ETFs
2.21K
New
$152.78 - $166.59 $338K - $368K
2.21K $367K
PM
Philip Morris International Inc.

Consumer Defensive
3.43K
+ 35.95%
$157.77 - $183.27 $540K - $628K
13K $2.1M
DFIV
Dimensional ETF Tr

ETFs
7.41K
New
$42.66 - $46.53 $316K - $345K
7.41K $341K
GE
General Electric CO

Industrials
679
+ 23.21%
$244.75 - $305.63 $166K - $208K
3.6K $1.08M
PWB
Invesco Exchange Traded Fd Tr

ETFs
2.55K
New
$115.87 - $125.42 $295K - $319K
2.55K $319K
JBBB
Janus Detroit Str Tr Henderson

ETFs
6.58K
New
$48.04 - $48.61 $316K - $320K
6.58K $316K
GOOG
Alphabet Inc.

Communication Services
261
+ 7.29%
$175.16 - $255.24 $45.7K - $66.6K
3.84K $935K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.09K
+ 6.58%
$67.48 - $71.55 $209K - $221K
50K $3.55M
NOC
Northrop Grumman Corp

Industrials
442
New
$498.9 - $609.32 $221K - $269K
442 $269K
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.03K
+ 29.85%
$102.17 - $110.66 $207K - $224K
8.81K $974K
SIL
Global X Silver Miners ETF

ETFs
3.67K
New
$47.34 - $71.63 $174K - $263K
3.67K $263K
FICO
Fair Isaac Corp

Technology
175
New
$1311.26 - $1869.83 $229K - $327K
175 $261K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.63K
+ 6.83%
$49.78 - $50.75 $230K - $235K
72.3K $3.66M
BGH
Barings Global Short Duration High Yield Fund

Financial Services
16.2K
+ 23.15%
$15.39 - $16.8 $249K - $272K
86.2K $1.33M
LNG
Cheniere Energy, Inc.

Energy
1.05K
New
$222.68 - $244.28 $233K - $256K
1.05K $246K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
605
+ 65.83%
$275.84 - $326.36 $167K - $197K
1.52K $497K
AMD
Advanced Micro Devices Inc

Technology
717
+ 11.91%
$134.8 - $184.42 $96.7K - $132K
6.74K $1.09M
INTC
Intel Corp

Technology
7.05K
New
$19.31 - $35.5 $136K - $250K
7.05K $236K
XLF
Financial Sector Spdr

ETFs
4.34K
New
$51.37 - $54.25 $223K - $235K
4.34K $233K
FDUS
Fidus Investment Corp

Financial Services
11.4K
New
$20.18 - $21.99 $229K - $250K
11.4K $230K
SPH
Suburban Propane Partners LP

Utilities
12.2K
New
$17.47 - $19.0 $214K - $232K
12.2K $228K
SOXX
Ishares Semiconductor ETF

ETFs
833
New
$236.93 - $271.12 $197K - $226K
833 $225K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.48K
+ 5.8%
$76.16 - $78.59 $189K - $195K
45.1K $3.53M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
6.35K
New
$31.73 - $33.71 $201K - $214K
6.35K $213K
GLW
Corning Inc

Technology
8
+ 0.11%
$51.6 - $82.03 $413 - $656
7.2K $590K
QTJL
Innovator Etfs Tr Growth Accel
5.48K
New
$35.54 - $38.17 $195K - $209K
5.48K $209K
MCK
Mckesson Corp

Healthcare
270
New
$659.01 - $772.54 $178K - $209K
270 $208K
DAL
Delta Air Lines, Inc.

Industrials
3.68K
New
$49.0 - $61.97 $180K - $228K
3.68K $208K
BBY
Best Buy CO Inc

Consumer Cyclical
2.75K
New
$64.12 - $78.46 $176K - $216K
2.75K $207K
SCCO
Southern Copper Corp

Basic Materials
1.69K
New
$90.54 - $121.36 $153K - $204K
1.69K $204K
HSY
Hershey CO

Consumer Defensive
1.07K
New
$161.95 - $193.45 $174K - $207K
1.07K $200K
MSI
Motorola Solutions, Inc.

Technology
352
+ 45.13%
$408.73 - $490.3 $144K - $173K
1.13K $517K
MU
Micron Technology Inc

Technology
1.11K
New
$104.88 - $168.89 $117K - $188K
1.11K $185K
XLC
Select Sector Spdr Tr Communic

ETFs
1.1K
+ 24.31%
$105.99 - $119.41 $116K - $131K
5.62K $665K
SHOP
Shopify Inc.

Technology
182
+ 4.08%
$112.11 - $157.12 $20.4K - $28.6K
4.64K $689K
GS
Goldman Sachs Group Inc

Financial Services
6
+ 0.34%
$696.56 - $806.32 $4.18K - $4.84K
1.8K $1.43M
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