Secure Asset Management, LLC Incresed Positions in Q1 2025

Secure Asset Management, LLC

  • $477 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
283K
+ 278.3%
$57.44 - $59.3 $16.3M - $16.8M
385K $22.8M
COST
Costco Wholesale Corp

Consumer Defensive
6.02K
+ 261.98%
$890.62 - $1076.86 $5.36M - $6.48M
8.31K $7.86M
JMBS
Janus Detroit Str Tr Henderson

ETFs
89.9K
+ 68.56%
$43.53 - $45.42 $3.91M - $4.08M
221K $9.98M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
83.1K
+ 69.19%
$48.31 - $49.23 $4.01M - $4.09M
203K $9.98M
SRLN
Ssga Active Trust

ETFs
82.6K
+ 35.5%
$41.02 - $41.99 $3.39M - $3.47M
315K $13M
BAC
Bank Of America Corp

Financial Services
54.2K
+ 538.79%
$39.61 - $47.74 $2.15M - $2.59M
64.2K $2.68M
PG
Procter & Gamble CO

Consumer Defensive
12.4K
+ 244.07%
$158.56 - $176.26 $1.97M - $2.19M
17.5K $2.98M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.96K
+ 75.57%
$551.42 - $612.93 $2.18M - $2.43M
9.19K $5.14M
PYPL
Pay Pal Holdings, Inc.

Financial Services
31.5K
+ 1045.19%
$65.15 - $91.81 $2.05M - $2.89M
34.5K $2.25M
IWD
Ishares Russell 1000 Val ETF

ETFs
9.13K
+ 240.45%
$182.82 - $196.21 $1.67M - $1.79M
12.9K $2.41M
MRK
Merck & Co., Inc.

Healthcare
20.8K
+ 73.18%
$83.01 - $101.02 $1.73M - $2.1M
49.3K $4.42M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
22.6K
+ 585.21%
$64.88 - $72.1 $1.47M - $1.63M
26.5K $1.73M
CGDV
Capital Group Divid Value ETF

ETFs
39.2K
+ 67.84%
$34.95 - $37.36 $1.37M - $1.47M
97K $3.44M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.99K
+ 264.81%
$360.07 - $417.26 $1.44M - $1.66M
5.49K $1.98M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
19.1K
+ 11.59%
$48.43 - $49.86 $927K - $954K
184K $9.19M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.52K
+ 26.23%
$192.82 - $222.1 $1.64M - $1.89M
41K $7.91M
NEM
Newmont Corp

Basic Materials
10.8K
+ 30.39%
$37.79 - $48.39 $410K - $525K
46.5K $2.25M
FSLR
First Solar, Inc.

Technology
9.72K
+ 145.28%
$126.34 - $197.73 $1.23M - $1.92M
16.4K $2.07M
MCD
Mcdonalds Corp

Consumer Cyclical
2.16K
+ 28.67%
$279.74 - $321.29 $603K - $693K
9.68K $3.02M
UNH
Unitedhealth Group Inc

Healthcare
1.44K
+ 30.89%
$461.52 - $548.18 $664K - $789K
6.1K $3.19M
QCOM
Qualcomm Inc

Technology
4.85K
+ 42.22%
$151.94 - $175.86 $737K - $853K
16.3K $2.51M
PGR
Progressive Corp

Financial Services
2.14K
+ 89.1%
$235.61 - $291.22 $505K - $624K
4.55K $1.29M
V
Visa Inc.

Financial Services
992
+ 11.47%
$306.92 - $362.71 $304K - $360K
9.64K $3.38M
KO
Coca Cola CO

Consumer Defensive
4.18K
+ 11.98%
$60.81 - $72.32 $254K - $302K
39K $2.8M
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
8.99K
+ 22.52%
$41.32 - $53.16 $371K - $478K
48.9K $2.25M
CVX
Chevron Corp

Energy
1.05K
+ 6.17%
$146.71 - $167.97 $153K - $176K
18K $3.01M
GD
General Dynamics Corp

Industrials
1.65K
+ 26.95%
$241.94 - $272.58 $399K - $449K
7.76K $2.12M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.83K
+ 50.53%
$165.25 - $224.62 $798K - $1.09M
14.4K $2.39M
SCHW
Schwab Charles Corp

Financial Services
4.9K
+ 19.56%
$71.24 - $83.64 $349K - $410K
30K $2.35M
COP
Conocophillips

Energy
3.51K
+ 18.76%
$88.6 - $105.85 $311K - $371K
22.2K $2.33M
T
At&T Inc.

Communication Services
7.92K
+ 17.76%
$21.56 - $28.28 $171K - $224K
52.5K $1.49M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.3K
+ 6.1%
$50.48 - $51.04 $470K - $475K
162K $8.2M
GNRC
Generac Holdings Inc.

Industrials
6.01K
+ 56.31%
$126.65 - $164.06 $761K - $986K
16.7K $2.11M
GLD
Spdr Gold Trust

ETFs
694
+ 12.51%
$243.19 - $288.14 $169K - $200K
6.24K $1.8M
VICI
Vici Properties Inc.

Real Estate
7.82K
+ 14.1%
$28.21 - $32.68 $220K - $255K
63.3K $2.06M
WMT
Walmart Inc.

Consumer Defensive
5.73K
+ 21.6%
$84.5 - $105.05 $484K - $602K
32.3K $2.83M
WTRG
Essential Utilities, Inc.

Utilities
7.13K
+ 15.73%
$33.49 - $40.57 $239K - $289K
52.5K $2.07M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
4.42K
+ 20.42%
$55.23 - $64.6 $244K - $285K
26K $1.62M
LLY
Eli Lilly & CO

Healthcare
262
+ 7.19%
$725.72 - $929.72 $190K - $244K
3.91K $3.23M
CRWD
Crowd Strike Holdings, Inc.

Technology
663
+ 8.97%
$308.86 - $455.36 $205K - $302K
8.05K $2.84M
WM
Waste Management Inc

Industrials
733
+ 19.15%
$200.54 - $233.78 $147K - $171K
4.56K $1.06M
PHO
Invesco Exchange Traded Fd Tr

ETFs
4.48K
+ 82.28%
$63.77 - $68.75 $285K - $308K
9.92K $637K
FMB
First Tr Exchange Traded Fd Ii

ETFs
5.54K
+ 19.03%
$50.17 - $51.45 $278K - $285K
34.7K $1.75M
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
13.4K
+ 19.34%
$16.12 - $16.78 $216K - $224K
82.5K $1.36M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
10.1K
+ 66.83%
$20.29 - $22.36 $204K - $225K
25.1K $550K
LMT
Lockheed Martin Corp

Industrials
899
+ 21.03%
$423.19 - $506.29 $380K - $455K
5.17K $2.31M
UBER
Uber Technologies, Inc

Technology
2.28K
+ 47.63%
$63.17 - $81.49 $144K - $186K
7.06K $514K
FTCS
First Trust Capital Strength E

ETFs
1.88K
+ 3.83%
$86.39 - $91.35 $162K - $172K
50.9K $4.51M
DUK
Duke Energy Corp

Utilities
1.4K
+ 63.99%
$105.87 - $121.97 $148K - $171K
3.59K $438K
Activity Summary
Buys All Purchases 169 New Holdings 44 Increased Positions 125 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 1 Puts 6
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