Secure Asset Management, LLC Incresed Positions in Q3 2024

Secure Asset Management, LLC

  • $568 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
7.11K
+ 3.4%
$207.23 - $234.82 $1.47M - $1.67M
217K $50.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.07K
+ 3.34%
$475.2 - $527.7 $1.93M - $2.15M
126K $66.5M
TGT
Target Corp

Consumer Defensive
10.1K
+ 535.04%
$133.47 - $159.25 $1.35M - $1.61M
12K $1.87M
META
Meta Platforms, Inc.

Communication Services
492
+ 2.75%
$453.41 - $572.44 $223K - $282K
18.4K $10.5M
NVDA
Nvidia Corp

Technology
14.9K
+ 8.58%
$98.91 - $134.91 $1.47M - $2M
188K $22.8M
QCOM
Qualcomm Inc

Technology
8.47K
+ 455.87%
$156.12 - $209.64 $1.32M - $1.78M
10.3K $1.76M
IVV
Ishares Core S&P 500 ETF

ETFs
871
+ 3.54%
$520.18 - $576.82 $453K - $502K
25.5K $14.7M
MSFT
Microsoft Corp

Technology
3.38K
+ 15.04%
$395.15 - $467.56 $1.34M - $1.58M
25.9K $11.1M
FXO
First Tr Exchange Traded Fd Fi

ETFs
13K
+ 15.3%
$45.78 - $51.72 $596K - $673K
98.1K $5.01M
PFFA
Etfis Ser Tr I

ETFs
19K
+ 6.93%
$20.94 - $22.98 $398K - $437K
293K $6.7M
RDVY
First Trust Rising Dividend Ac

ETFs
11K
+ 42.45%
$53.68 - $59.24 $592K - $653K
37K $2.19M
VTI
Vanguard Total Stock Market Et

ETFs
2.6K
+ 204.88%
$255.18 - $283.2 $664K - $737K
3.87K $1.1M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
9.13K
+ 13.62%
$40.6 - $45.07 $371K - $412K
76.2K $3.43M
MSTR
Microstrategy Inc

Technology
14.9K
+ 957.32%
$114.3 - $1800.09 $1.7M - $26.8M
16.5K $2.78M
MP
Mp Materials Corp.

Basic Materials
7.9K
+ 8.47%
$10.49 - $18.39 $82.8K - $145K
101K $1.78M
CVS
Cvs Health Corp

Healthcare
8.12K
+ 38.44%
$55.81 - $63.18 $453K - $513K
29.2K $1.84M
CRM
Salesforce, Inc.

Technology
1.71K
+ 32.53%
$238.42 - $276.53 $408K - $473K
6.97K $1.91M
ABBV
Abb Vie Inc.

Healthcare
1.51K
+ 15.61%
$163.84 - $199.33 $248K - $302K
11.2K $2.21M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.81K
+ 5.85%
$48.06 - $49.39 $423K - $435K
159K $7.85M
VT
Vanguard Total World Stk Index

ETFs
1.63K
+ 3.44%
$107.72 - $119.96 $175K - $195K
48.9K $5.86M
AEP
American Electric Power CO Inc

Utilities
2.18K
+ 12.54%
$87.11 - $104.95 $190K - $229K
19.5K $2.01M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
178
+ 0.22%
$94.31 - $103.26 $16.8K - $18.4K
82.1K $8.42M
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
24.3K
+ 58.99%
$15.19 - $16.72 $369K - $406K
65.5K $1.09M
BA
Boeing CO

Industrials
4.7K
+ 54.37%
$152.04 - $190.6 $714K - $895K
13.3K $2.03M
FTCS
First Trust Capital Strength E

ETFs
1.41K
+ 3.08%
$83.58 - $90.94 $117K - $128K
47K $4.26M
VIG
Vanguard Dividend Appreciation

ETFs
2.41K
+ 15.05%
$182.15 - $182.15 $438K - $438K
18.4K $3.35M
FXR
First Trust Industrials/Produc

ETFs
4.41K
+ 34.8%
$66.85 - $75.76 $295K - $334K
17.1K $1.29M
MCD
Mcdonalds Corp

Consumer Cyclical
264
+ 3.75%
$245.82 - $304.51 $64.9K - $80.4K
7.3K $2.22M
KO
Coca Cola CO

Consumer Defensive
2.93K
+ 11.01%
$62.69 - $73.01 $184K - $214K
29.5K $2.12M
TPR
Tapestry, Inc.

Consumer Cyclical
6.28K
+ 20.52%
$36.29 - $47.94 $228K - $301K
36.9K $1.73M
MCI
Barings Corporate Investors

Financial Services
11.3K
+ 7.5%
$17.17 - $19.93 $194K - $225K
162K $3.22M
FEX
First Tr Large Cap Core Alphde

ETFs
1.02K
+ 2.52%
$94.21 - $104.17 $96.2K - $106K
41.6K $4.33M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.05K
+ 13.31%
$105.53 - $118.34 $216K - $242K
17.4K $2.04M
FTA
First Tr Large Cap Value

ETFs
1.1K
+ 2.05%
$72.76 - $79.13 $80.2K - $87.2K
55K $4.35M
UNH
Unitedhealth Group Inc

Healthcare
124
+ 3.04%
$488.01 - $604.18 $60.5K - $74.9K
4.2K $2.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
133
+ 2.27%
$405.19 - $478.57 $53.9K - $63.6K
5.99K $2.76M
AMD
Advanced Micro Devices Inc

Technology
2.22K
+ 63.22%
$128.67 - $183.96 $285K - $408K
5.72K $939K
FXD
First Tr Exchange Traded Fd

ETFs
5.07K
+ 36.85%
$56.55 - $63.72 $287K - $323K
18.8K $1.19M
XLK
Technology Sector Spdr

ETFs
1.81K
+ 2.09%
$197.34 - $237.68 $357K - $430K
88.2K $19.9M
V
Visa Inc.

Financial Services
957
+ 13.76%
$253.74 - $291.56 $243K - $279K
7.91K $2.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
367
+ 7.88%
$517.38 - $573.86 $190K - $211K
5.02K $2.88M
FDN
First Tr Fd Dow Jones

ETFs
1.48K
+ 33.36%
$183.68 - $212.48 $273K - $315K
5.93K $1.26M
GE
General Electric CO

Industrials
1.24K
+ 32.87%
$156.66 - $189.66 $194K - $234K
5K $941K
AMZN
Amazon Com Inc

Consumer Cyclical
3.52K
+ 7.66%
$161.02 - $200.0 $567K - $704K
49.5K $9.22M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
8.67K
+ 31.67%
$33.49 - $43.24 $290K - $375K
36K $1.36M
XLV
Select Sector Spdr Fund Health

ETFs
1.92K
+ 111.07%
$143.3 - $157.24 $275K - $301K
3.64K $561K
FM
Ishares Msci Frontier And Sele

ETFs
11K
+ 41.34%
$27.35 - $27.85 $300K - $306K
37.6K $1.03M
KHC
Kraft Heinz CO

Consumer Defensive
5.23K
+ 12.58%
$31.86 - $36.13 $167K - $189K
46.8K $1.64M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1.28K
+ 0.39%
$14.94 - $15.76 $19.2K - $20.2K
334K $5.26M
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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