Secure Asset Management, LLC Purchases in Q3 2024

Secure Asset Management, LLC

  • $568 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
1.81K
+ 2.09%
$197.34 - $237.68 $357K - $430K
88.2K $19.9M
FXD
First Tr Exchange Traded Fd

ETFs
5.07K
+ 36.85%
$56.55 - $63.72 $287K - $323K
18.8K $1.19M
CLF
Cleveland Cliffs Inc.

Basic Materials
27.8K
New
$10.91 - $16.21 $303K - $450K
27.8K $354K
ITB
Ishares Tr

ETFs
2.77K
New
$97.52 - $128.64 $270K - $356K
2.77K $351K
V
Visa Inc.

Financial Services
957
+ 13.76%
$253.74 - $291.56 $243K - $279K
7.91K $2.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
367
+ 7.88%
$517.38 - $573.86 $190K - $211K
5.02K $2.88M
FDN
First Tr Fd Dow Jones

ETFs
1.48K
+ 33.36%
$183.68 - $212.48 $273K - $315K
5.93K $1.26M
GE
General Electric CO

Industrials
1.24K
+ 32.87%
$156.66 - $189.66 $194K - $234K
5K $941K
AMZN
Amazon Com Inc

Consumer Cyclical
3.52K
+ 7.66%
$161.02 - $200.0 $567K - $704K
49.5K $9.22M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
8.67K
+ 31.67%
$33.49 - $43.24 $290K - $375K
36K $1.36M
ZTS
Zoetis Inc.

Healthcare
1.64K
New
$172.58 - $196.48 $284K - $323K
1.64K $321K
FSK
Fs Kkr Capital Corp

Financial Services
15.7K
New
$18.74 - $20.43 $295K - $322K
15.7K $310K
XLV
Select Sector Spdr Fund Health

ETFs
1.92K
+ 111.07%
$143.3 - $157.24 $275K - $301K
3.64K $561K
HON
Honeywell International Inc

Industrials
1.47K
New
$196.73 - $220.21 $290K - $324K
1.47K $304K
FM
Ishares Msci Frontier And Sele

ETFs
11K
+ 41.34%
$27.35 - $27.85 $300K - $306K
37.6K $1.03M
KHC
Kraft Heinz CO

Consumer Defensive
5.23K
+ 12.58%
$31.86 - $36.13 $167K - $189K
46.8K $1.64M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1.28K
+ 0.39%
$14.94 - $15.76 $19.2K - $20.2K
334K $5.26M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
4.67K
New
$57.69 - $64.56 $269K - $302K
4.67K $298K
PFE
Pfizer Inc

Healthcare
8.25K
+ 14.15%
$27.7 - $31.39 $229K - $259K
66.6K $1.93M
ANET
Arista Networks, Inc.

Technology
739
New
$311.42 - $388.21 $230K - $287K
739 $283K
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.65K
+ 27.96%
$169.92 - $205.38 $280K - $338K
7.54K $1.44M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.02K
+ 19.2%
$236.42 - $259.82 $242K - $266K
6.34K $1.63M
CVX
Chevron Corp

Energy
2.53K
+ 21.5%
$137.88 - $161.97 $348K - $409K
14.3K $2.1M
BSCU
Invesco Exc Self Ind Tr

ETFs
10K
+ 7.45%
$16.19 - $17.05 $162K - $171K
144K $2.45M
WFC
Wells Fargo & Company

Financial Services
4.54K
New
$51.58 - $60.97 $234K - $277K
4.54K $256K
IEF
Ishares Barclays

ETFs
2.59K
New
$92.67 - $99.14 $240K - $257K
2.59K $254K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.46K
New
$147.95 - $191.05 $215K - $278K
1.46K $252K
CAG
Conagra Brands Inc.

Consumer Defensive
1.69K
+ 3.52%
$28.13 - $32.83 $47.4K - $55.4K
49.6K $1.61M
CTVA
Corteva, Inc.

Basic Materials
4.24K
New
$50.72 - $58.78 $215K - $249K
4.24K $248K
RCII
Rent A Center Inc De

Industrials
9.26K
+ 22.53%
N/A
50.4K $1.34M
LOW
Lowes Companies Inc

Consumer Cyclical
893
New
$213.3 - $270.78 $190K - $242K
893 $241K
GOOG
Alphabet Inc.

Communication Services
2.39K
+ 23.8%
$149.54 - $192.66 $358K - $461K
12.4K $2.08M
IBM
International Business Machines Corp

Technology
604
+ 28.63%
$175.1 - $223.38 $106K - $135K
2.71K $600K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.79K
New
$57.32 - $62.65 $217K - $238K
3.79K $236K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
8.14K
+ 7.21%
$19.92 - $20.67 $162K - $168K
121K $2.49M
LLY
Eli Lilly & CO

Healthcare
301
+ 18.19%
$772.14 - $960.02 $232K - $289K
1.96K $1.73M
MA
Mastercard Inc

Financial Services
473
New
$429.6 - $500.99 $203K - $237K
473 $233K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
7.97K
+ 6.49%
$18.12 - $18.92 $144K - $151K
131K $2.46M
AFL
Aflac Inc

Financial Services
96
+ 0.99%
$88.52 - $111.8 $8.5K - $10.7K
9.78K $1.09M
PJP
Invesco Exchange Traded Fd Tr

ETFs
2.63K
New
$80.08 - $89.33 $211K - $235K
2.63K $228K
ET
Energy Transfer LP

Energy
14.1K
New
$15.43 - $16.44 $218K - $232K
14.1K $226K
CSCO
Cisco Systems, Inc.

Technology
4.24K
New
$44.74 - $53.22 $190K - $226K
4.24K $225K
CDNS
Cadence Design Systems Inc

Technology
831
New
$246.84 - $321.11 $205K - $267K
831 $225K
MPLX
Mplx LP

Energy
5.05K
New
$40.44 - $45.07 $204K - $228K
5.05K $224K
TTD
Trade Desk, Inc.

Technology
2.03K
New
$83.08 - $110.79 $168K - $225K
2.03K $222K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.28K
+ 7.03%
$19.2 - $19.82 $159K - $164K
126K $2.48M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1K
+ 6.44%
$152.9 - $180.39 $154K - $181K
16.6K $2.89M
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.81K
+ 16.17%
$51.0 - $52.05 $194K - $198K
27.4K $1.42M
ESP
Espey Mfg & Electronics Corp

Industrials
7.26K
New
$20.76 - $30.09 $151K - $219K
7.26K $218K
Activity Summary
Buys All Purchases 202 New Holdings 44 Increased Positions 158 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 1 Puts 2
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