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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
918
+ 4.37%
$90.56 - $109.49 $83.1K - $101K
21.9K $2.4M
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.73K
+ 34.1%
$89.02 - $104.29 $154K - $180K
6.78K $707K
GOOG
Alphabet Inc.

Communication Services
837
+ 30.51%
$146.58 - $180.01 $123K - $151K
3.58K $635K
CVS
Cvs Health Corp

Healthcare
2.96K
New
$60.04 - $70.18 $178K - $208K
2.96K $204K
PECO
Phillips Edison & Company, Inc.

Real Estate
5.75K
New
$33.53 - $37.33 $193K - $214K
5.75K $201K
MRVL
Marvell Technology, Inc.

Technology
1.79K
+ 54.44%
$49.38 - $79.97 $88.3K - $143K
5.08K $392K
BSX
Boston Scientific Corp

Healthcare
1.5K
+ 36.08%
$89.7 - $107.41 $134K - $161K
5.64K $606K
VRT
Vertiv Holdings CO

Industrials
2.12K
New
N/A
2.12K $183K
CRM
Salesforce, Inc.

Technology
448
+ 4.85%
$236.26 - $291.15 $106K - $130K
9.69K $2.64M
HD
Home Depot, Inc.

Consumer Cyclical
383
+ 5.72%
$335.24 - $380.78 $128K - $146K
7.08K $2.6M
CTAS
Cintas Corp

Industrials
510
+ 48.85%
$190.11 - $227.66 $97K - $116K
1.55K $346K
MAR
Marriott International Inc

Consumer Cyclical
245
+ 14.02%
$211.12 - $274.14 $51.7K - $67.2K
1.99K $544K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
12.2K
New
$9.75 - $10.96 $118K - $133K
12.2K $126K
VIG
Vanguard Dividend Appreciation

ETFs
690
+ 13.1%
N/A
5.96K $1.09M
SHOP
Shopify Inc.

Technology
369
+ 9.02%
$76.89 - $115.35 $28.4K - $42.6K
4.46K $514K
CSCO
Cisco Systems, Inc.

Technology
952
+ 14.37%
$53.19 - $69.38 $50.6K - $66K
7.58K $525K
VZ
Verizon Communications Inc

Communication Services
3.47K
+ 18.04%
$41.67 - $45.62 $145K - $158K
22.7K $982K
WFC
Wells Fargo & Company

Financial Services
667
+ 10.82%
$60.98 - $80.12 $40.7K - $53.4K
6.83K $547K
TRGP
Targa Resources Corp.

Energy
1.95K
+ 21.8%
$157.32 - $205.72 $306K - $400K
10.9K $1.89M
GLW
Corning Inc

Technology
1.13K
+ 18.57%
$39.07 - $52.59 $44K - $59.2K
7.19K $378K
BJUN
Innovator U.S. Equity Buffer E

ETFs
2.34K
+ 19.53%
N/A
14.3K $560K
PAA
Plains All American Pipeline LP

Energy
6.4K
+ 40.54%
$16.03 - $20.28 $103K - $130K
22.2K $406K
MO
Altria Group, Inc.

Consumer Defensive
1.77K
+ 17.64%
$55.56 - $60.91 $98.2K - $108K
11.8K $690K
MPC
Marathon Petroleum Corp

Energy
221
+ 9.22%
$118.55 - $170.08 $26.2K - $37.6K
2.62K $434K
STZ
Constellation Brands, Inc.

Consumer Defensive
655
+ 48.41%
$160.0 - $195.62 $105K - $128K
2.01K $326K
TGT
Target Corp

Consumer Defensive
850
+ 37.68%
$88.76 - $105.77 $75.4K - $89.9K
3.11K $306K
XLC
Select Sector Spdr Tr Communic

ETFs
11
+ 0.24%
$86.13 - $108.53 $947 - $1.19K
4.52K $490K
IEFA
Ishares Tr

ETFs
336
+ 8.28%
$67.83 - $84.09 $22.8K - $28.3K
4.4K $366K
C
Citigroup Inc

Financial Services
118
+ 3.72%
$58.13 - $85.12 $6.86K - $10K
3.29K $280K
CHDN
Churchill Downs Inc

Consumer Cyclical
2.55K
+ 12.37%
$87.99 - $111.79 $224K - $285K
23.2K $2.34M
BLD
Top Build Corp

Industrials
27
+ 1.26%
$275.93 - $326.59 $7.45K - $8.82K
2.17K $702K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
82
+ 1.19%
$59.24 - $71.39 $4.86K - $5.85K
6.96K $496K
CTVA
Corteva, Inc.

Basic Materials
1
+ 0.03%
$55.52 - $74.53 $55.5 - $74.5
3.57K $266K
USB
Us Bancorp \De\

Financial Services
66
+ 0.68%
$36.4 - $45.76 $2.4K - $3.02K
9.81K $444K
AEP
American Electric Power CO Inc

Utilities
668
+ 10.14%
$98.59 - $109.11 $65.9K - $72.9K
7.26K $752K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
50
+ 0.06%
$15.13 - $16.84 $757 - $842
82.6K $1.39M
XLE
Energy Sector Spdr

ETFs
709
+ 16.35%
$76.44 - $94.13 $54.2K - $66.7K
5.05K $427K
BX
Blackstone Inc.

Financial Services
3
+ 0.12%
$120.07 - $151.11 $360 - $453
2.4K $359K
DTE
Dte Energy CO

Utilities
352
+ 8.53%
$127.39 - $139.49 $44.8K - $49.1K
4.48K $593K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
32
+ 0.13%
$19.41 - $22.77 $621 - $729
25.1K $572K
AMT
American Tower Corp

Real Estate
82
+ 8.09%
$203.96 - $228.19 $16.7K - $18.7K
1.1K $242K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
224
+ 8.56%
$91.43 - $91.74 $20.5K - $20.5K
2.84K $260K
SLV
I Shares Silver Trust

ETFs
234
+ 3.52%
$27.08 - $33.74 $6.34K - $7.9K
6.88K $225K
ADBE
Adobe Inc.

Technology
40
+ 4.98%
$340.0 - $420.68 $13.6K - $16.8K
843 $326K
LOW
Lowes Companies Inc

Consumer Cyclical
149
+ 11.38%
$210.83 - $235.28 $31.4K - $35.1K
1.46K $323K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
280
+ 6.06%
$49.79 - $50.59 $13.9K - $14.2K
4.9K $248K
MMM
3 M CO

Industrials
30
+ 1.77%
$126.09 - $154.15 $3.78K - $4.62K
1.73K $262K
ABBV
Abb Vie Inc.

Healthcare
798
+ 13.93%
$170.16 - $206.27 $136K - $165K
6.53K $1.21M
LUMN
Lumen Technologies, Inc.

Communication Services
235
+ 1.29%
$3.07 - $4.51 $721 - $1.06K
18.5K $80K
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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