Secure Asset Management, LLC Incresed Positions in Q3 2025

Secure Asset Management, LLC

  • $585 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VICI
Vici Properties Inc.

Real Estate
14.9K
+ 37.31%
$31.43 - $33.93 $468K - $505K
54.8K $1.79M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.51K
+ 47.9%
$167.28 - $188.45 $588K - $662K
10.8K $1.83M
FITB
Fifth Third Bancorp

Financial Services
7.92K
+ 23.88%
$40.91 - $46.28 $324K - $367K
41.1K $1.83M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.48K
+ 4.12%
$50.53 - $50.82 $428K - $431K
214K $10.9M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
85
+ 0.55%
$195.29 - $223.85 $16.6K - $19K
15.5K $3.45M
NKE
Nike, Inc.

Consumer Cyclical
6.12K
+ 27.47%
$69.24 - $79.24 $424K - $485K
28.4K $1.98M
AVGO
Broadcom Inc.

Technology
326
+ 6.32%
$264.74 - $369.57 $86.3K - $120K
5.48K $1.81M
GLD
Spdr Gold Trust

ETFs
281
+ 4.99%
$300.96 - $355.47 $84.6K - $99.9K
5.91K $2.1M
EWBC
East West Bancorp Inc

Financial Services
2.74K
+ 18.97%
$97.41 - $109.7 $267K - $301K
17.2K $1.83M
PM
Philip Morris International Inc.

Consumer Defensive
3.43K
+ 35.95%
$157.77 - $183.27 $540K - $628K
13K $2.1M
GOOG
Alphabet Inc.

Communication Services
261
+ 7.29%
$175.16 - $255.24 $45.7K - $66.6K
3.84K $935K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.09K
+ 6.58%
$67.48 - $71.55 $209K - $221K
50K $3.55M
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.03K
+ 29.85%
$102.17 - $110.66 $207K - $224K
8.81K $974K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.63K
+ 6.83%
$49.78 - $50.75 $230K - $235K
72.3K $3.66M
BGH
Barings Global Short Duration High Yield Fund

Financial Services
16.2K
+ 23.15%
$15.39 - $16.8 $249K - $272K
86.2K $1.33M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
605
+ 65.83%
$275.84 - $326.36 $167K - $197K
1.52K $497K
AMD
Advanced Micro Devices Inc

Technology
717
+ 11.91%
$134.8 - $184.42 $96.7K - $132K
6.74K $1.09M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.48K
+ 5.8%
$76.16 - $78.59 $189K - $195K
45.1K $3.53M
GLW
Corning Inc

Technology
8
+ 0.11%
$51.6 - $82.03 $413 - $656
7.2K $590K
MSI
Motorola Solutions, Inc.

Technology
352
+ 45.13%
$408.73 - $490.3 $144K - $173K
1.13K $517K
XLC
Select Sector Spdr Tr Communic

ETFs
1.1K
+ 24.31%
$105.99 - $119.41 $116K - $131K
5.62K $665K
SHOP
Shopify Inc.

Technology
182
+ 4.08%
$112.11 - $157.12 $20.4K - $28.6K
4.64K $689K
GS
Goldman Sachs Group Inc

Financial Services
6
+ 0.34%
$696.56 - $806.32 $4.18K - $4.84K
1.8K $1.43M
IOO
Ishares Tr Global 100 ETF

ETFs
712
+ 20.86%
$107.55 - $120.01 $76.6K - $85.4K
4.13K $495K
FISV
Fiserv Inc

Technology
899
+ 33.32%
N/A
3.6K $450K
ASML
Asml Holding Nv

Technology
42
+ 9.59%
$689.63 - $968.09 $29K - $40.7K
480 $464K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.05K
+ 8.01%
$69.62 - $73.99 $73.1K - $77.7K
14.2K $1.02M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.09K
+ 34.16%
$79.89 - $83.25 $86.8K - $90.5K
4.27K $353K
MRVL
Marvell Technology, Inc.

Technology
693
+ 13.66%
$62.31 - $84.07 $43.2K - $58.3K
5.77K $484K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.36K
+ 35.99%
$53.81 - $57.52 $73.3K - $78.3K
5.15K $295K
XLY
Select Sector Spdr Consumer Di

ETFs
151
+ 7.95%
$216.09 - $242.18 $32.6K - $36.6K
2.05K $491K
PAVE
Global X Fds Us Infrastructure

ETFs
810
+ 8.15%
$44.02 - $47.63 $35.7K - $38.6K
10.8K $512K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
17
+ 1.97%
$473.44 - $553.71 $8.05K - $9.41K
879 $480K
WFC
Wells Fargo & Company

Financial Services
567
+ 8.3%
$77.05 - $85.16 $43.7K - $48.3K
7.4K $620K
XLG
Invesco Exchange Traded Fd Tr

ETFs
676
+ 10.93%
$51.78 - $57.89 $35K - $39.1K
6.86K $394K
CAT
Caterpillar Inc

Industrials
2
+ 0.27%
$390.92 - $477.15 $782 - $954
751 $358K
AXP
American Express CO

Financial Services
80
+ 3.35%
$294.27 - $342.31 $23.5K - $27.4K
2.47K $819K
TOST
Toast, Inc.

Technology
2.56K
+ 50.69%
$36.51 - $49.3 $93.4K - $126K
7.6K $277K
BA
Boeing CO

Industrials
75
+ 1.3%
$209.79 - $237.38 $15.7K - $17.8K
5.85K $1.26M
VST
Vistra Corp.

Utilities
212
+ 11.9%
$182.0 - $217.92 $38.6K - $46.2K
1.99K $390K
SCHX
Schwab Strategic Tr Us Large C

ETFs
841
+ 7.5%
$24.46 - $26.5 $20.6K - $22.3K
12.1K $317K
SNOW
Snowflake Inc.

Technology
173
+ 10.53%
$191.73 - $241.0 $33.2K - $41.7K
1.82K $409K
DTE
Dte Energy CO

Utilities
13
+ 0.29%
$130.26 - $141.49 $1.69K - $1.84K
4.49K $635K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
3.08K
+ 3.73%
$16.59 - $17.16 $51.2K - $52.9K
85.7K $1.43M
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.02%
$69.9 - $78.26 $69.9 - $78.3
4.35K $339K
XLE
Energy Sector Spdr

ETFs
199
+ 3.94%
$84.25 - $91.99 $16.8K - $18.3K
5.24K $468K
PH
Parker Hannifin Corp

Industrials
10
+ 1.8%
$697.13 - $769.67 $6.97K - $7.7K
565 $428K
MS
Morgan Stanley

Financial Services
73
+ 4.52%
$139.09 - $161.16 $10.2K - $11.8K
1.69K $268K
USB
Us Bancorp \De\

Financial Services
155
+ 1.58%
$43.94 - $50.41 $6.81K - $7.81K
9.97K $481K
Activity Summary
Buys All Purchases 172 New Holdings 30 Increased Positions 142 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 3 Puts 1
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