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
RWL
Invesco Exchange Traded Fd Tr

ETFs
631
+ 23.7%
$90.36 - $98.07 $57K - $61.9K
3.29K $322K
VB
Vanguard Small Cap ETF

ETFs
37
+ 1.08%
$214.77 - $237.72 $7.95K - $8.8K
3.46K $820K
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.14K
+ 13.48%
$17.35 - $18.22 $54.5K - $57.2K
26.4K $478K
TFLO
Ishares Treasury Floating Rate

ETFs
1.46K
+ 7.02%
$50.42 - $50.66 $73.8K - $74.1K
22.3K $1.13M
PAVE
Global X Fds Us Infrastructure

ETFs
525
+ 5.07%
$36.39 - $41.16 $19.1K - $21.6K
10.9K $447K
NKE
Nike, Inc.

Consumer Cyclical
76
+ 1.84%
$71.09 - $89.44 $5.4K - $6.8K
4.21K $371K
DVY
Ishares Tr

ETFs
9
+ 0.22%
$119.99 - $135.74 $1.08K - $1.22K
4.11K $554K
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.19%
$173.36 - $189.8 $1.21K - $1.33K
3.79K $719K
SHOP
Shopify Inc.

Technology
1
+ 0.02%
$52.26 - $80.75 $52.3 - $80.8
4.12K $330K
USB
Us Bancorp \De\

Financial Services
33
+ 0.36%
$39.04 - $47.23 $1.29K - $1.56K
9.22K $421K
TDG
Trans Digm Group Inc

Industrials
5
+ 1.72%
$1202.03 - $1427.41 $6.01K - $7.14K
296 $422K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.03%
$125.95 - $142.04 $126 - $142
3.12K $443K
PG
Procter & Gamble CO

Consumer Defensive
54
+ 1.38%
$160.76 - $177.82 $8.68K - $9.6K
3.97K $686K
CSX
Csx Corp

Industrials
570
+ 3.5%
$32.48 - $35.45 $18.5K - $20.2K
16.8K $581K
GIS
General Mills Inc

Consumer Defensive
37
+ 1.12%
$62.5 - $75.15 $2.31K - $2.78K
3.34K $246K
DIS
Walt Disney CO

Communication Services
463
+ 12.96%
$85.6 - $98.61 $39.6K - $45.7K
4.04K $388K
CTAS
Cintas Corp

Industrials
1.26K
+ 274.19%
$201.38 - $819.83 $255K - $1.04M
1.73K $355K
F
Ford Motor CO

Consumer Cyclical
15.7K
+ 23.29%
$9.71 - $14.55 $152K - $228K
83K $875K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
1
+ 0.02%
$65.4 - $72.79 $65.4 - $72.8
4.68K $339K
GS
Goldman Sachs Group Inc

Financial Services
4
+ 0.73%
$459.02 - $510.25 $1.84K - $2.04K
554 $274K
IBB
Ishares Biotechnology ETF

ETFs
9
+ 0.32%
$135.09 - $149.47 $1.22K - $1.35K
2.84K $413K
AMGN
Amgen Inc

Healthcare
53
+ 5.96%
$309.38 - $337.38 $16.4K - $17.9K
943 $303K
MAR
Marriott International Inc

Consumer Cyclical
26
+ 1.1%
$211.35 - $255.11 $5.5K - $6.63K
2.39K $594K
CL
Colgate Palmolive CO

Consumer Defensive
10
+ 0.34%
$95.54 - $108.77 $955 - $1.09K
2.98K $308K
VTV
Vanguard Value ETF

ETFs
8
+ 0.61%
$159.75 - $174.57 $1.28K - $1.4K
1.33K $232K
FTXL
First Tr ETF Vi Nasdaq Semicon
3.44K
+ 32.95%
N/A
13.9K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
27
+ 0.06%
N/A
45.1K $0
Noble Corp PLC
13.9K
+ 47.99%
N/A
43K $0
New York Cmnty Bancorp Inc
12.7K
New
N/A
12.7K $0
Blackrock ETF Trust Ii
4.72K
+ 6.45%
N/A
77.9K $0
FTGS
First Tr Exchange Traded Fd Gr
7.07K
+ 8.48%
N/A
90.5K $0
Irsa Inversiones Y Rep S A
10.8K
+ 12.57%
N/A
96.9K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.42K
+ 3.14%
N/A
46.7K $0
ALCC
Alt C Acquisition Corp.

Financial Services
45K
+ 131.5%
N/A
79.2K $0
DFLI
Dragonfly Energy Hldgs Corp (D
1.74K
+ 13.35%
N/A
14.7K $0
Fidelity Wise Origin Bitcoin
4.7K
+ 19.89%
N/A
28.4K $0
Nextracker Inc
36.5K
New
N/A
36.5K $0
Ge Vernova Inc
74
+ 6.06%
N/A
1.3K $0
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
1
+ 0.02%
$47.43 - $47.88 $47.4 - $47.9
4.91K $233K
Ishares Bitcoin Trust ETF
1.77K
+ 4.38%
N/A
42.2K $0
BAUG
Innovator U.S. Equity Buffer E
595
+ 6.21%
N/A
10.2K $0
FDX
Fedex Corp

Industrials
54
+ 6.94%
$254.64 - $313.52 $13.8K - $16.9K
832 $227K
PCAR
Paccar Inc

Industrials
47
+ 1.49%
$91.64 - $109.98 $4.31K - $5.17K
3.2K $315K
PSX
Phillips 66

Energy
55
+ 2.73%
$125.0 - $147.17 $6.88K - $8.09K
2.07K $272K
MRO
Marathon Oil Corp

Energy
2.65K
+ 5.53%
$25.87 - $29.26 $68.6K - $77.6K
50.6K $1.35M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
55
+ 0.77%
$49.83 - $62.75 $2.74K - $3.45K
7.21K $415K
CELH
Celsius Holdings, Inc.

Consumer Defensive
3.98K
+ 63.26%
$31.02 - $58.9 $123K - $234K
10.3K $321K
LRCX
Lam Research Corp

Technology
68
+ 17.39%
$731.56 - $1127.3 $49.7K - $76.7K
459 $374K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.61K
+ 33.03%
$217.89 - $392.15 $351K - $632K
6.49K $1.82M
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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