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
GLD
Spdr Gold Trust

ETFs
273
+ 5.17%
$236.59 - $257.5 $64.6K - $70.3K
5.55K $1.34M
IOO
Ishares Tr Global 100 ETF

ETFs
542
+ 18.42%
$97.46 - $103.45 $52.8K - $56.1K
3.49K $351K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.09K
+ 10.87%
$25.3 - $26.31 $78.3K - $81.4K
31.5K $806K
ZTS
Zoetis Inc.

Healthcare
654
+ 39.81%
$162.24 - $194.42 $106K - $127K
2.3K $374K
GNRC
Generac Holdings Inc.

Industrials
582
+ 5.77%
$154.28 - $195.11 $89.8K - $114K
10.7K $1.65M
KO
Coca Cola CO

Consumer Defensive
5.34K
+ 18.1%
$61.74 - $71.71 $330K - $383K
34.9K $2.17M
IAI
Ishares Tr Us Broker Dealers &

ETFs
143
+ 7.68%
$127.59 - $153.41 $18.2K - $21.9K
2.01K $288K
FTCS
First Trust Capital Strength E

ETFs
2.11K
+ 4.49%
$87.62 - $94.03 $185K - $198K
49.1K $4.31M
ITB
Ishares Tr

ETFs
1.07K
+ 38.84%
$103.31 - $129.34 $111K - $139K
3.84K $396K
HON
Honeywell International Inc

Industrials
66
+ 4.48%
$202.84 - $236.0 $13.4K - $15.6K
1.54K $347K
MPLX
Mplx LP

Energy
459
+ 9.09%
$43.77 - $51.66 $20.1K - $23.7K
5.51K $263K
ORCL
Oracle Corp

Technology
434
+ 4.16%
$165.41 - $192.43 $71.8K - $83.5K
10.9K $1.81M
USB
Us Bancorp \De\

Financial Services
289
+ 3.13%
$43.98 - $53.66 $12.7K - $15.5K
9.51K $454K
PCAR
Paccar Inc

Industrials
151
+ 4.72%
$97.92 - $118.41 $14.8K - $17.9K
3.35K $348K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
13K
+ 3.89%
$15.05 - $16.03 $195K - $208K
347K $5.29M
FDX
Fedex Corp

Industrials
81
+ 9.74%
$260.5 - $305.15 $21.1K - $24.7K
913 $256K
FICO
Fair Isaac Corp

Technology
8
+ 3.17%
$1911.01 - $2382.4 $15.3K - $19.1K
260 $517K
TDIV
First Trust Nasdaq Technology

ETFs
481
+ 7.57%
$78.03 - $82.13 $37.5K - $39.5K
6.84K $536K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.15K
+ 18.05%
$219.66 - $257.62 $252K - $295K
7.49K $1.66M
FXR
First Trust Industrials/Produc

ETFs
516
+ 3.02%
$74.81 - $83.27 $38.6K - $43K
17.6K $1.32M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
334
+ 5.32%
$65.67 - $69.79 $21.9K - $23.3K
6.61K $443K
ARCC
Ares Capital Corp

Financial Services
315
+ 2.14%
$20.74 - $22.27 $6.53K - $7.02K
15K $328K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
243
+ 10.31%
$91.29 - $91.8 $22.2K - $22.3K
2.6K $237K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
3.69K
+ 5.64%
$16.06 - $16.92 $59.3K - $62.5K
69.2K $1.11M
XOM
Exxon Mobil Corp

Energy
4.01K
+ 9.41%
$105.51 - $125.37 $423K - $503K
46.7K $5.02M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
234
+ 6.15%
$53.94 - $58.15 $12.6K - $13.6K
4.04K $227K
VB
Vanguard Small Cap ETF

ETFs
34
+ 0.98%
$233.76 - $261.58 $7.95K - $8.89K
3.49K $839K
PH
Parker Hannifin Corp

Industrials
23
+ 3.44%
$621.74 - $709.46 $14.3K - $16.3K
692 $440K
FXL
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.06%
$136.18 - $158.26 $136 - $158
1.72K $255K
ABBV
Abb Vie Inc.

Healthcare
1.34K
+ 11.93%
$164.99 - $203.87 $221K - $273K
12.5K $2.23M
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.47K
+ 5.55%
$17.65 - $18.18 $25.9K - $26.7K
27.9K $493K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
219
+ 5.77%
$61.68 - $67.87 $13.5K - $14.9K
4.01K $250K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
9
+ 0.19%
$71.55 - $82.8 $644 - $745
4.69K $352K
NRG
Nrg Energy, Inc.

Utilities
178
+ 3.02%
$85.3 - $101.61 $15.2K - $18.1K
6.08K $548K
QCOM
Qualcomm Inc

Technology
1.16K
+ 11.26%
$150.4 - $178.04 $175K - $207K
11.5K $1.77M
PHO
Invesco Exchange Traded Fd Tr

ETFs
471
+ 9.48%
$65.79 - $72.14 $31K - $34K
5.44K $357K
FTA
First Tr Large Cap Value

ETFs
2.01K
+ 3.65%
$75.21 - $83.49 $151K - $167K
57K $4.36M
QUAL
Ishares Msci Usa Quality Facto

ETFs
25
+ 1.63%
$176.42 - $186.91 $4.41K - $4.67K
1.56K $277K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.04K
+ 4.36%
N/A
48.8K $0
FTGS
First Tr Exchange Traded Fd Gr
5.09K
+ 5.62%
N/A
95.6K $0
Blackrock ETF Trust Ii
16.4K
+ 21.04%
N/A
94.2K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
7.48K
+ 16.59%
N/A
52.6K $0
UYLD
Angel Oak Fds Tr Ultrashort In
2.42K
+ 14.54%
N/A
19K $0
Innovator Etfs Trust
6.06K
New
N/A
6.06K $0
Volatility Shs Tr
4.67K
New
N/A
4.67K $0
Ge Vernova Inc
1.34K
+ 103.47%
N/A
2.64K $0
Ishares Bitcoin Trust ETF
7.34K
+ 17.4%
N/A
49.5K $0
Victory Portfolios Ii
42.2K
New
N/A
42.2K $0
Nextracker Inc
5.41K
+ 14.8%
N/A
41.9K $0
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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