Secure Asset Management, LLC Purchases in Q4 2024

Secure Asset Management, LLC

  • $632 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
753
+ 35.89%
$216.72 - $244.71 $163K - $184K
2.85K $670K
DVA
Davita Inc.

Healthcare
1.39K
New
$139.81 - $167.96 $194K - $233K
1.39K $207K
DGRO
Ishares Core Dividend Growth E

ETFs
3.37K
New
$60.73 - $64.94 $204K - $219K
3.37K $206K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.61K
New
$116.4 - $138.52 $188K - $223K
1.61K $204K
AEP
American Electric Power CO Inc

Utilities
4.37K
+ 22.36%
$90.91 - $102.21 $397K - $447K
23.9K $2.21M
BMY
Bristol Myers Squibb CO

Healthcare
2.7K
+ 37.77%
$51.92 - $59.94 $140K - $162K
9.85K $557K
SPY
Spdr S&P 500 ETF Trust

ETFs
214
+ 4.26%
$567.81 - $607.81 $122K - $130K
5.24K $3.07M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.22K
+ 4.91%
$59.74 - $60.03 $192K - $193K
68.8K $4.11M
VRT
Vertiv Holdings CO

Industrials
2.13K
New
N/A
2.13K $184K
FANG
Diamondback Energy, Inc.

Energy
1.61K
+ 16.85%
$153.06 - $199.5 $247K - $322K
11.2K $1.83M
RCII
Rent A Center Inc De

Industrials
6.46K
+ 12.82%
N/A
56.8K $1.52M
DIS
Walt Disney CO

Communication Services
985
+ 24.41%
$92.39 - $117.6 $91K - $116K
5.02K $558K
PG
Procter & Gamble CO

Consumer Defensive
1.12K
+ 28.1%
$161.05 - $179.7 $180K - $200K
5.08K $852K
CSCO
Cisco Systems, Inc.

Technology
2.25K
+ 53.19%
$52.45 - $60.02 $118K - $135K
6.49K $384K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.9K
+ 405.47%
$25.93 - $105.3 $438K - $1.78M
21.1K $587K
LOW
Lowes Companies Inc

Consumer Cyclical
706
+ 79.06%
$244.52 - $284.07 $173K - $201K
1.6K $394K
FSK
Fs Kkr Capital Corp

Financial Services
5.46K
+ 34.71%
$19.71 - $22.22 $108K - $121K
21.2K $460K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.88K
+ 3.69%
$48.33 - $49.08 $284K - $289K
165K $7.99M
PM
Philip Morris International Inc.

Consumer Defensive
1.28K
+ 8.3%
$118.38 - $133.06 $151K - $170K
16.7K $2.01M
FEX
First Tr Large Cap Core Alphde

ETFs
1.2K
+ 2.89%
$103.29 - $112.88 $124K - $136K
42.8K $4.46M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.77K
+ 24.55%
$55.73 - $66.16 $98.6K - $117K
8.97K $541K
GE
General Electric CO

Industrials
1.41K
+ 28.14%
$159.95 - $194.23 $225K - $273K
6.4K $1.07M
T
At&T Inc.

Communication Services
4.06K
+ 10.02%
$21.22 - $23.88 $86.2K - $97K
44.6K $1.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
363
+ 6.06%
$442.29 - $483.08 $161K - $175K
6.35K $2.88M
UWMC
Uwm Holdings Corp

Financial Services
20.3K
New
$5.65 - $8.33 $115K - $169K
20.3K $119K
PAYX
Paychex Inc

Industrials
697
+ 21.61%
$135.86 - $148.73 $94.7K - $104K
3.92K $550K
IWF
Ishares Russell 1000 Gr ETF

ETFs
211
+ 16.29%
$370.24 - $418.94 $78.1K - $88.4K
1.51K $604K
JNJ
Johnson & Johnson

Healthcare
1.21K
+ 31.37%
$143.34 - $165.86 $173K - $200K
5.05K $730K
XLC
Select Sector Spdr Tr Communic

ETFs
883
+ 26.75%
$89.66 - $102.16 $79.2K - $90.2K
4.18K $405K
WFC
Wells Fargo & Company

Financial Services
530
+ 11.68%
$54.98 - $77.35 $29.1K - $41K
5.07K $355K
PGR
Progressive Corp

Financial Services
506
+ 26.66%
$239.6 - $268.88 $121K - $136K
2.4K $576K
VIG
Vanguard Dividend Appreciation

ETFs
512
+ 2.78%
N/A
18.9K $3.44M
MAR
Marriott International Inc

Consumer Cyclical
60
+ 2.51%
$246.06 - $292.59 $14.8K - $17.6K
2.45K $683K
WTRG
Essential Utilities, Inc.

Utilities
4.92K
+ 12.17%
$36.18 - $40.55 $178K - $200K
45.3K $1.65M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.56K
+ 36.85%
$46.94 - $51.62 $73K - $80.3K
5.78K $288K
PEP
Pepsico Inc

Consumer Defensive
855
+ 31.77%
$151.29 - $176.1 $129K - $151K
3.55K $539K
MO
Altria Group, Inc.

Consumer Defensive
1.29K
+ 13.29%
$49.06 - $57.74 $63.4K - $74.6K
11K $575K
RWL
Invesco Exchange Traded Fd Tr

ETFs
801
+ 24.32%
$97.11 - $104.1 $77.8K - $83.4K
4.09K $400K
FXD
First Tr Exchange Traded Fd

ETFs
786
+ 4.18%
$62.05 - $68.52 $48.8K - $53.9K
19.6K $1.27M
PULS
Pgim ETF Tr

ETFs
1.58K
+ 9.11%
$49.51 - $49.79 $78.2K - $78.7K
18.9K $937K
VO
Vanguard Mid Cap ETF

ETFs
264
+ 2.1%
$261.5 - $284.63 $69K - $75.1K
12.8K $3.38M
CTAS
Cintas Corp

Industrials
587
+ 34.03%
$182.7 - $226.47 $107K - $133K
2.31K $422K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
579
+ 4.46%
$123.69 - $133.68 $71.6K - $77.4K
13.6K $1.69M
TMUS
T Mobile Us, Inc.

Communication Services
152
+ 6.7%
$206.1 - $246.94 $31.3K - $37.5K
2.42K $534K
PAVE
Global X Fds Us Infrastructure

ETFs
1.82K
+ 16.68%
$40.41 - $45.95 $73.3K - $83.4K
12.7K $513K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.76K
+ 6.42%
$50.62 - $52.07 $88.9K - $91.4K
29.1K $1.49M
ETN
Eaton Corp PLC

Industrials
188
+ 6.85%
$326.96 - $377.52 $61.5K - $71K
2.93K $973K
FLMI
Franklin Dynamic Municipal Bon

ETFs
3.23K
+ 10.99%
$24.42 - $25.06 $78.8K - $80.9K
32.6K $796K
PEG
Public Service Enterprise Group Inc

Utilities
1.8K
+ 9.31%
$81.87 - $94.51 $147K - $170K
21.1K $1.79M
Activity Summary
Buys All Purchases 242 New Holdings 45 Increased Positions 197 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 3 Puts 0
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