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
GS
Goldman Sachs Group Inc

Financial Services
520
+ 40.91%
$462.22 - $707.75 $240K - $368K
1.79K $1.27M
GOOGL
Alphabet Inc.

Communication Services
545
+ 2.55%
$144.7 - $178.6 $78.9K - $97.3K
22K $3.87M
LINC
Lincoln Educational Services Corp

Consumer Defensive
11.4K
+ 25.55%
$15.32 - $23.8 $175K - $271K
56K $1.29M
JPM
Jpmorgan Chase & CO

Financial Services
1.29K
+ 32.19%
$210.28 - $289.91 $272K - $375K
5.31K $1.54M
VTI
Vanguard Total Stock Market Et

ETFs
1.19K
+ 20.06%
$243.75 - $303.93 $291K - $363K
7.14K $2.17M
NRG
Nrg Energy, Inc.

Utilities
3.39K
New
$83.61 - $162.67 $283K - $551K
3.39K $544K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2.02K
New
$201.28 - $266.34 $407K - $538K
2.02K $538K
RING
Ishares Inc Msci Global Gold M

ETFs
12.3K
New
$34.72 - $45.62 $427K - $561K
12.3K $538K
VGT
Vanguard Information Technolog

ETFs
516
+ 32.39%
$470.37 - $663.28 $243K - $342K
2.11K $1.4M
GNRC
Generac Holdings Inc.

Industrials
1.47K
+ 8.79%
$101.92 - $143.21 $150K - $210K
18.1K $2.6M
IRM
Iron Mountain Inc

Real Estate
4.64K
New
$76.93 - $105.25 $357K - $488K
4.64K $476K
ZETA
Zeta Global Holdings Corp.

Technology
25.7K
+ 59.49%
$11.02 - $16.81 $283K - $432K
69K $1.07M
PLTR
Palantir Technologies Inc.

Technology
725
+ 10.38%
$74.01 - $144.25 $53.7K - $105K
7.71K $1.05M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.8K
+ 5.22%
$57.41 - $74.81 $103K - $135K
36.3K $2.7M
ARES
Ares Management Corp

Financial Services
1.52K
+ 22.63%
$118.04 - $175.83 $180K - $268K
8.26K $1.43M
JEF
Jefferies Financial Group Inc.

Financial Services
7.78K
+ 59.84%
$41.06 - $56.09 $319K - $436K
20.8K $1.14M
AXP
American Express CO

Financial Services
1.15K
+ 92.57%
$231.39 - $318.98 $265K - $366K
2.39K $761K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.31K
+ 22.23%
$483.48 - $539.8 $632K - $706K
7.19K $3.49M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
862
New
$328.01 - $475.68 $283K - $410K
862 $403K
PH
Parker Hannifin Corp

Industrials
555
New
$517.23 - $700.54 $287K - $389K
555 $387K
BA
Boeing CO

Industrials
946
+ 19.59%
$136.59 - $217.51 $129K - $206K
5.78K $1.21M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
3.03K
New
$101.91 - $134.83 $309K - $408K
3.03K $380K
SNOW
Snowflake Inc.

Technology
1.64K
New
$130.53 - $223.77 $214K - $368K
1.64K $367K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
2.09K
+ 4.27%
$38.39 - $51.11 $80.1K - $107K
51K $2.6M
VST
Vistra Corp.

Utilities
1.78K
New
$98.07 - $195.04 $175K - $348K
1.78K $345K
PGR
Progressive Corp

Financial Services
1.54K
+ 33.96%
$255.27 - $288.74 $394K - $446K
6.09K $1.63M
FISV
Fiserv Inc

Technology
2.7K
New
N/A
2.7K $337K
MSI
Motorola Solutions, Inc.

Technology
780
New
$394.72 - $440.39 $308K - $344K
780 $327K
IAU
Ishares Gold Trust

ETFs
4.99K
New
$56.1 - $64.74 $280K - $323K
4.99K $310K
CAT
Caterpillar Inc

Industrials
749
New
$273.94 - $388.21 $205K - $291K
749 $290K
ZS
Zscaler, Inc.

Technology
43
+ 1.8%
$174.67 - $315.32 $7.51K - $13.6K
2.44K $764K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.11K
+ 36.11%
$60.61 - $87.72 $128K - $185K
7.97K $676K
VUG
Vanguard Growth ETF

ETFs
657
New
$329.49 - $438.4 $216K - $288K
657 $288K
XLK
Technology Sector Spdr

ETFs
502
+ 14.89%
$179.73 - $253.23 $90.2K - $127K
3.87K $980K
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.19K
+ 32.11%
$58.13 - $69.92 $185K - $223K
13.1K $915K
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.2K
New
$19.6 - $24.44 $220K - $274K
11.2K $273K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
919
New
$179.95 - $278.88 $165K - $256K
919 $256K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.18K
New
$63.36 - $80.23 $202K - $255K
3.18K $255K
NOW
Service Now, Inc.

Technology
112
+ 19.51%
$721.65 - $1040.18 $80.8K - $117K
686 $705K
IBM
International Business Machines Corp

Technology
267
+ 7.3%
$221.03 - $294.78 $59K - $78.7K
3.93K $1.16M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.2K
New
$19.1 - $23.83 $194K - $242K
10.2K $242K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
776
New
$177.93 - $313.14 $138K - $243K
776 $242K
GWW
W.W. Grainger, Inc.

Industrials
232
New
$919.93 - $1101.66 $213K - $256K
232 $241K
CMCSA
Comcast Corp

Communication Services
6.55K
New
$32.84 - $36.72 $215K - $240K
6.55K $233K
VNQI
Vanguard Global Ex U.S. Real

ETFs
5K
New
$37.77 - $46.15 $189K - $231K
5K $230K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.79K
New
$65.04 - $82.18 $181K - $229K
2.79K $229K
TOST
Toast, Inc.

Technology
5.04K
New
$30.03 - $45.23 $151K - $228K
5.04K $223K
GDDY
Go Daddy Inc.

Technology
1.24K
New
$162.11 - $192.36 $201K - $239K
1.24K $223K
T
At&T Inc.

Communication Services
6.17K
+ 11.75%
$26.33 - $28.94 $163K - $179K
58.7K $1.7M
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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