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
IOO
Ishares Tr Global 100 ETF

ETFs
712
+ 20.86%
$107.55 - $120.01 $76.6K - $85.4K
4.13K $495K
FISV
Fiserv Inc

Technology
899
+ 33.32%
N/A
3.6K $450K
ASML
Asml Holding Nv

Technology
42
+ 9.59%
$689.63 - $968.09 $29K - $40.7K
480 $464K
ENVX
Enovix Corp

Industrials
11.2K
New
$8.0 - $15.93 $89.6K - $178K
11.2K $111K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.05K
+ 8.01%
$69.62 - $73.99 $73.1K - $77.7K
14.2K $1.02M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.09K
+ 34.16%
$79.89 - $83.25 $86.8K - $90.5K
4.27K $353K
MRVL
Marvell Technology, Inc.

Technology
693
+ 13.66%
$62.31 - $84.07 $43.2K - $58.3K
5.77K $484K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.36K
+ 35.99%
$53.81 - $57.52 $73.3K - $78.3K
5.15K $295K
XLY
Select Sector Spdr Consumer Di

ETFs
151
+ 7.95%
$216.09 - $242.18 $32.6K - $36.6K
2.05K $491K
PAVE
Global X Fds Us Infrastructure

ETFs
810
+ 8.15%
$44.02 - $47.63 $35.7K - $38.6K
10.8K $512K
WFC
Wells Fargo & Company

Financial Services
567
+ 8.3%
$77.05 - $85.16 $43.7K - $48.3K
7.4K $620K
XLG
Invesco Exchange Traded Fd Tr

ETFs
676
+ 10.93%
$51.78 - $57.89 $35K - $39.1K
6.86K $394K
CAT
Caterpillar Inc

Industrials
2
+ 0.27%
$390.92 - $477.15 $782 - $954
751 $358K
AXP
American Express CO

Financial Services
80
+ 3.35%
$294.27 - $342.31 $23.5K - $27.4K
2.47K $819K
TOST
Toast, Inc.

Technology
2.56K
+ 50.69%
$36.51 - $49.3 $93.4K - $126K
7.6K $277K
BA
Boeing CO

Industrials
75
+ 1.3%
$209.79 - $237.38 $15.7K - $17.8K
5.85K $1.26M
VST
Vistra Corp.

Utilities
212
+ 11.9%
$182.0 - $217.92 $38.6K - $46.2K
1.99K $390K
SCHX
Schwab Strategic Tr Us Large C

ETFs
841
+ 7.5%
$24.46 - $26.5 $20.6K - $22.3K
12.1K $317K
SNOW
Snowflake Inc.

Technology
173
+ 10.53%
$191.73 - $241.0 $33.2K - $41.7K
1.82K $409K
DTE
Dte Energy CO

Utilities
13
+ 0.29%
$130.26 - $141.49 $1.69K - $1.84K
4.49K $635K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
3.08K
+ 3.73%
$16.59 - $17.16 $51.2K - $52.9K
85.7K $1.43M
XLE
Energy Sector Spdr

ETFs
199
+ 3.94%
$84.25 - $91.99 $16.8K - $18.3K
5.24K $468K
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.02%
$69.9 - $78.26 $69.9 - $78.3
4.35K $339K
MS
Morgan Stanley

Financial Services
73
+ 4.52%
$139.09 - $161.16 $10.2K - $11.8K
1.69K $268K
PH
Parker Hannifin Corp

Industrials
10
+ 1.8%
$697.13 - $769.67 $6.97K - $7.7K
565 $428K
USB
Us Bancorp \De\

Financial Services
155
+ 1.58%
$43.94 - $50.41 $6.81K - $7.81K
9.97K $481K
IEFA
Ishares Tr

ETFs
177
+ 4.03%
$81.7 - $87.53 $14.5K - $15.5K
4.57K $399K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
74
+ 9.54%
$301.44 - $365.84 $22.3K - $27.1K
850 $275K
DVY
Ishares Tr

ETFs
12
+ 0.36%
$133.88 - $142.57 $1.61K - $1.71K
3.37K $478K
MA
Mastercard Inc

Financial Services
35
+ 4.48%
$550.18 - $598.96 $19.3K - $21K
816 $464K
PANW
Palo Alto Networks Inc

Technology
168
+ 1.4%
$167.06 - $208.19 $28.1K - $35K
12.2K $2.48M
VTV
Vanguard Value ETF

ETFs
52
+ 4.14%
$175.51 - $186.57 $9.13K - $9.7K
1.31K $244K
DUK
Duke Energy Corp

Utilities
14
+ 0.41%
$116.31 - $125.93 $1.63K - $1.76K
3.45K $427K
CVS
Cvs Health Corp

Healthcare
38
+ 1.28%
$58.75 - $76.5 $2.23K - $2.91K
3K $225K
ZTS
Zoetis Inc.

Healthcare
288
+ 11.76%
$141.13 - $159.19 $40.6K - $45.8K
2.74K $400K
MIST
Milestone Pharmaceuticals Inc.

Healthcare
10K
New
$1.38 - $2.56 $13.8K - $25.6K
10K $19K
FSP
Franklin Street Properties Corp

Real Estate
10K
New
$1.56 - $1.78 $15.6K - $17.8K
10K $16K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
108
+ 2.85%
$92.18 - $95.14 $9.96K - $10.3K
3.9K $371K
META
Meta Platforms, Inc.

Communication Services
46
+ 0.86%
$695.21 - $791.73 $32K - $36.4K
5.41K $3.97M
LINC
Lincoln Educational Services Corp

Consumer Defensive
103
+ 0.18%
$18.81 - $24.5 $1.94K - $2.52K
56.1K $1.31M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
264
+ 5.38%
$50.29 - $50.86 $13.3K - $13.4K
5.17K $262K
RSG
Republic Services, Inc.

Industrials
141
+ 12.52%
$225.33 - $246.01 $31.8K - $34.7K
1.27K $290K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.03%
$136.48 - $142.97 $136 - $143
3.13K $438K
DTM
Dt Midstream, Inc.

Energy
7
+ 0.2%
$99.17 - $113.27 $694 - $793
3.43K $387K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
681
+ 2.71%
$21.86 - $22.98 $14.9K - $15.6K
25.8K $580K
AMGN
Amgen Inc

Healthcare
1
+ 0.05%
$271.18 - $309.22 $271 - $309
2.15K $607K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
25
+ 0.57%
$82.38 - $83.0 $2.06K - $2.08K
4.43K $367K
GWW
W.W. Grainger, Inc.

Industrials
25
+ 10.78%
$932.44 - $1059.49 $23.3K - $26.5K
257 $244K
VRT
Vertiv Holdings CO

Industrials
16
+ 0.75%
N/A
2.14K $185K
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
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