Secure Asset Management, LLC Incresed Positions in Q2 2025

Secure Asset Management, LLC

  • $520 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
17.2K
+ 187.58%
$496.48 - $617.85 $8.56M - $10.7M
26.4K $16.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.82K
+ 15.99%
$456.74 - $568.03 $2.66M - $3.3M
42.2K $24M
IVV
Ishares Core S&P 500 ETF

ETFs
5.03K
+ 40.33%
$498.8 - $620.9 $2.51M - $3.12M
17.5K $10.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
47.9K
+ 12.44%
$58.63 - $59.9 $2.81M - $2.87M
433K $25.9M
UBER
Uber Technologies, Inc

Technology
28.3K
+ 400.5%
$64.62 - $93.3 $1.83M - $2.64M
35.3K $3.3M
MSTR
Microstrategy Inc

Technology
1.74K
+ 12.0%
$237.95 - $421.61 $414K - $733K
16.2K $6.56M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.13K
+ 10.09%
$171.4 - $227.1 $709K - $939K
45.1K $10.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
43.8K
+ 27.04%
$49.79 - $50.75 $2.18M - $2.22M
206K $10.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
69.4K
+ 738.3%
$22.27 - $29.21 $1.54M - $2.03M
78.8K $2.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
36.5K
+ 24.79%
$51.68 - $52.76 $1.88M - $1.92M
183K $9.68M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.33K
+ 38.45%
$416.06 - $551.64 $968K - $1.28M
8.38K $4.62M
TSLA
Tesla, Inc.

Consumer Cyclical
1.08K
+ 5.57%
$221.86 - $362.89 $240K - $393K
20.5K $6.52M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.74K
+ 6.61%
$101.93 - $128.63 $382K - $481K
60.4K $7.77M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.4K
+ 356.84%
$51.16 - $62.02 $1.04M - $1.26M
26.1K $1.62M
AMZN
Amazon Com Inc

Consumer Cyclical
2.3K
+ 9.5%
$167.32 - $223.3 $385K - $514K
26.6K $5.83M
VO
Vanguard Mid Cap ETF

ETFs
3.77K
+ 64.03%
$228.54 - $279.83 $861K - $1.05M
9.66K $2.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
23.4K
+ 429.7%
$39.89 - $49.46 $934K - $1.16M
28.9K $1.43M
VT
Vanguard Total World Stk Index

ETFs
5.63K
+ 18.42%
$103.16 - $128.52 $581K - $724K
36.2K $4.65M
ORCL
Oracle Corp

Technology
135
+ 1.02%
$122.82 - $218.63 $16.6K - $29.5K
13.4K $2.92M
META
Meta Platforms, Inc.

Communication Services
319
+ 6.32%
$484.66 - $738.09 $155K - $235K
5.36K $3.96M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
387
+ 2.69%
$141.37 - $228.57 $54.7K - $88.5K
14.8K $3.35M
WMT
Walmart Inc.

Consumer Defensive
5.98K
+ 18.55%
$81.79 - $99.98 $489K - $598K
38.2K $3.74M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
10.9K
+ 41.9%
$55.24 - $68.55 $603K - $748K
37K $2.49M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.5K
+ 252.9%
$34.72 - $42.74 $643K - $791K
25.8K $1.1M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
16.8K
+ 39.36%
$37.73 - $43.54 $633K - $731K
59.4K $2.57M
VB
Vanguard Small Cap ETF

ETFs
3.08K
+ 109.48%
$193.73 - $237.37 $597K - $732K
5.9K $1.4M
LLY
Eli Lilly & CO

Healthcare
1.16K
+ 29.74%
$713.71 - $898.95 $829K - $1.04M
5.07K $3.95M
PANW
Palo Alto Networks Inc

Technology
1.35K
+ 12.62%
$152.44 - $204.64 $205K - $275K
12K $2.46M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
514
+ 3.45%
$139.8 - $197.22 $71.9K - $101K
15.4K $3.04M
BGH
Barings Global Short Duration High Yield Fund

Financial Services
39K
+ 125.7%
$13.42 - $15.4 $523K - $600K
70K $1.08M
GS
Goldman Sachs Group Inc

Financial Services
520
+ 40.91%
$462.22 - $707.75 $240K - $368K
1.79K $1.27M
GOOGL
Alphabet Inc.

Communication Services
545
+ 2.55%
$144.7 - $178.6 $78.9K - $97.3K
22K $3.87M
LINC
Lincoln Educational Services Corp

Consumer Defensive
11.4K
+ 25.55%
$15.32 - $23.8 $175K - $271K
56K $1.29M
JPM
Jpmorgan Chase & CO

Financial Services
1.29K
+ 32.19%
$210.28 - $289.91 $272K - $375K
5.31K $1.54M
VTI
Vanguard Total Stock Market Et

ETFs
1.19K
+ 20.06%
$243.75 - $303.93 $291K - $363K
7.14K $2.17M
VGT
Vanguard Information Technolog

ETFs
516
+ 32.39%
$470.37 - $663.28 $243K - $342K
2.11K $1.4M
GNRC
Generac Holdings Inc.

Industrials
1.47K
+ 8.79%
$101.92 - $143.21 $150K - $210K
18.1K $2.6M
V
Visa Inc.

Financial Services
1.24K
+ 12.88%
$308.27 - $373.31 $383K - $464K
10.9K $3.86M
ZETA
Zeta Global Holdings Corp.

Technology
25.7K
+ 59.49%
$11.02 - $16.81 $283K - $432K
69K $1.07M
PLTR
Palantir Technologies Inc.

Technology
725
+ 10.38%
$74.01 - $144.25 $53.7K - $105K
7.71K $1.05M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.8K
+ 5.22%
$57.41 - $74.81 $103K - $135K
36.3K $2.7M
ARES
Ares Management Corp

Financial Services
1.52K
+ 22.63%
$118.04 - $175.83 $180K - $268K
8.26K $1.43M
JEF
Jefferies Financial Group Inc.

Financial Services
7.78K
+ 59.84%
$41.06 - $56.09 $319K - $436K
20.8K $1.14M
AXP
American Express CO

Financial Services
1.15K
+ 92.57%
$231.39 - $318.98 $265K - $366K
2.39K $761K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.31K
+ 22.23%
$483.48 - $539.8 $632K - $706K
7.19K $3.49M
BA
Boeing CO

Industrials
946
+ 19.59%
$136.59 - $217.51 $129K - $206K
5.78K $1.21M
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
2.09K
+ 4.27%
$38.39 - $51.11 $80.1K - $107K
51K $2.6M
PGR
Progressive Corp

Financial Services
1.54K
+ 33.96%
$255.27 - $288.74 $394K - $446K
6.09K $1.63M
ZS
Zscaler, Inc.

Technology
43
+ 1.8%
$174.67 - $315.32 $7.51K - $13.6K
2.44K $764K
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
Track This Portfolio

Track Secure Asset Management, LLC Portfolio

Follow Secure Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Secure Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secure Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email