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
PFE
Pfizer Inc

Healthcare
8.25K
+ 14.15%
$27.7 - $31.39 $229K - $259K
66.6K $1.93M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.65K
+ 27.96%
$169.92 - $205.38 $280K - $338K
7.54K $1.44M
CVX
Chevron Corp

Energy
2.53K
+ 21.5%
$137.88 - $161.97 $348K - $409K
14.3K $2.1M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.02K
+ 19.2%
$236.42 - $259.82 $242K - $266K
6.34K $1.63M
BSCU
Invesco Exc Self Ind Tr

ETFs
10K
+ 7.45%
$16.19 - $17.05 $162K - $171K
144K $2.45M
CAG
Conagra Brands Inc.

Consumer Defensive
1.69K
+ 3.52%
$28.13 - $32.83 $47.4K - $55.4K
49.6K $1.61M
RCII
Rent A Center Inc De

Industrials
9.26K
+ 22.53%
N/A
50.4K $1.34M
GOOG
Alphabet Inc.

Communication Services
2.39K
+ 23.8%
$149.54 - $192.66 $358K - $461K
12.4K $2.08M
IBM
International Business Machines Corp

Technology
604
+ 28.63%
$175.1 - $223.38 $106K - $135K
2.71K $600K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
8.14K
+ 7.21%
$19.92 - $20.67 $162K - $168K
121K $2.49M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
7.97K
+ 6.49%
$18.12 - $18.92 $144K - $151K
131K $2.46M
AFL
Aflac Inc

Financial Services
96
+ 0.99%
$88.52 - $111.8 $8.5K - $10.7K
9.78K $1.09M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.28K
+ 7.03%
$19.2 - $19.82 $159K - $164K
126K $2.48M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1K
+ 6.44%
$152.9 - $180.39 $154K - $181K
16.6K $2.89M
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.81K
+ 16.17%
$51.0 - $52.05 $194K - $198K
27.4K $1.42M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.78K
+ 7.43%
$19.2 - $19.63 $169K - $172K
127K $2.48M
IWF
Ishares Russell 1000 Gr ETF

ETFs
539
+ 71.3%
$332.02 - $382.76 $179K - $206K
1.3K $486K
XOM
Exxon Mobil Corp

Energy
1.03K
+ 2.46%
$109.72 - $119.0 $112K - $122K
42.6K $5M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
8.7K
+ 7.83%
$20.47 - $20.71 $178K - $180K
120K $2.47M
T
At&T Inc.

Communication Services
4.14K
+ 11.36%
$18.21 - $22.28 $75.3K - $92.2K
40.5K $891K
ARES
Ares Management Corp

Financial Services
216
+ 3.28%
$133.73 - $158.05 $28.9K - $34.1K
6.8K $1.06M
FANG
Diamondback Energy, Inc.

Energy
2.23K
+ 30.39%
$168.46 - $210.94 $376K - $471K
9.57K $1.65M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.7K
+ 4.29%
$59.61 - $60.15 $161K - $162K
65.6K $3.93M
PEP
Pepsico Inc

Consumer Defensive
997
+ 58.85%
$161.9 - $179.3 $161K - $179K
2.69K $457K
NOC
Northrop Grumman Corp

Industrials
252
+ 51.43%
$423.73 - $533.14 $107K - $134K
742 $391K
IRM
Iron Mountain Inc

Real Estate
196
+ 3.89%
$89.69 - $119.32 $17.6K - $23.4K
5.23K $621K
GLD
Spdr Gold Trust

ETFs
79
+ 1.52%
$215.56 - $246.98 $17K - $19.5K
5.28K $1.28M
OEUR
Alps ETF Tr Oshares Europe Qua

ETFs
3.51K
+ 11.43%
$29.16 - $32.29 $102K - $113K
34.2K $1.09M
PR
Permian Resources Corporation

Energy
27.3K
+ 32.45%
$12.9 - $16.79 $353K - $459K
112K $1.52M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
1.11K
+ 5.64%
$48.87 - $54.0 $54.3K - $60K
20.8K $1.13M
JNJ
Johnson & Johnson

Healthcare
527
+ 15.89%
$145.48 - $167.38 $76.7K - $88.2K
3.84K $622K
WTRG
Essential Utilities, Inc.

Utilities
2.16K
+ 5.64%
$36.74 - $41.49 $79.2K - $89.5K
40.4K $1.56M
PANW
Palo Alto Networks Inc

Technology
351
+ 10.72%
$294.18 - $368.01 $103K - $129K
3.62K $1.24M
ADBE
Adobe Inc.

Technology
305
+ 38.51%
$508.13 - $586.55 $155K - $179K
1.1K $568K
IWY
Ishares Tr Russell 200 Growth

ETFs
538
+ 34.49%
$194.66 - $225.97 $105K - $122K
2.1K $461K
AVGO
Broadcom Inc.

Technology
4.36K
+ 999.31%
$136.27 - $1745.86 $594K - $7.61M
4.79K $826K
COST
Costco Wholesale Corp

Consumer Defensive
93
+ 8.3%
$801.83 - $917.05 $74.6K - $85.3K
1.21K $1.08M
FICO
Fair Isaac Corp

Technology
4
+ 1.61%
$1496.51 - $1947.38 $5.99K - $7.79K
252 $490K
MO
Altria Group, Inc.

Consumer Defensive
1.46K
+ 17.69%
$45.95 - $54.71 $67.1K - $79.9K
9.72K $496K
ETN
Eaton Corp PLC

Industrials
223
+ 8.84%
$272.52 - $333.02 $60.8K - $74.3K
2.75K $909K
LUMN
Lumen Technologies, Inc.

Communication Services
1.21K
+ 7.03%
$1.03 - $7.28 $1.24K - $8.77K
18.3K $130K
ISRG
Intuitive Surgical Inc

Healthcare
87
+ 6.01%
$416.14 - $494.01 $36.2K - $43K
1.53K $753K
NFLX
Netflix Inc

Communication Services
111
+ 12.44%
$598.55 - $722.26 $66.4K - $80.2K
1K $711K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.51K
+ 39.49%
$42.59 - $60.56 $107K - $152K
8.86K $447K
PGR
Progressive Corp

Financial Services
81
+ 4.46%
$209.46 - $259.24 $17K - $21K
1.9K $481K
MAS
Masco Corp

Industrials
86
+ 1.59%
$64.7 - $83.94 $5.56K - $7.22K
5.48K $460K
BSEP
Innovator U.S. Equity Buffer E

ETFs
2.08K
+ 22.44%
$39.49 - $42.12 $82.2K - $87.7K
11.4K $478K
DHI
Horton D R Inc

Consumer Cyclical
39
+ 2.28%
$135.21 - $197.06 $5.27K - $7.69K
1.75K $334K
PH
Parker Hannifin Corp

Industrials
10
+ 1.52%
$501.01 - $635.92 $5.01K - $6.36K
669 $422K
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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