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
IOO
Ishares Tr Global 100 ETF

ETFs
11
+ 0.32%
$96.2 - $105.12 $1.06K - $1.16K
3.5K $336K
PAVE
Global X Fds Us Infrastructure

ETFs
437
+ 3.44%
$37.31 - $43.82 $16.3K - $19.1K
13.1K $493K
FDX
Fedex Corp

Industrials
37
+ 4.05%
$230.33 - $281.53 $8.52K - $10.4K
950 $231K
ZETA
Zeta Global Holdings Corp.

Technology
8.68K
+ 25.1%
$13.56 - $24.69 $118K - $214K
43.2K $594K
FTA
First Tr Large Cap Value

ETFs
13
+ 0.02%
$74.42 - $80.34 $967 - $1.04K
57K $4.33M
EMR
Emerson Electric CO

Industrials
1.82K
+ 11.07%
$108.64 - $131.17 $198K - $239K
18.3K $2M
SHOP
Shopify Inc.

Technology
20
+ 0.49%
$90.59 - $129.31 $1.81K - $2.59K
4.09K $395K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
112
+ 0.83%
$119.84 - $136.1 $13.4K - $15.2K
13.7K $1.65M
USB
Us Bancorp \De\

Financial Services
237
+ 2.49%
$40.92 - $50.9 $9.7K - $12.1K
9.75K $411K
DOW
Dow Inc.

Basic Materials
116
+ 1.2%
$34.36 - $41.92 $3.99K - $4.86K
9.77K $341K
MRVL
Marvell Technology, Inc.

Technology
925
+ 39.18%
$61.57 - $126.06 $57K - $117K
3.29K $202K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.31K
+ 6.65%
$102.49 - $119.96 $134K - $157K
21K $2.19M
AMD
Advanced Micro Devices Inc

Technology
196
+ 3.29%
$96.63 - $129.55 $18.9K - $25.4K
6.16K $632K
QQQ
Invesco Qqq Trust, Series 1

ETFs
316
+ 5.51%
$468.34 - $539.52 $148K - $170K
6.05K $2.84M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
6.16K
+ 3.28%
$14.1 - $15.62 $86.8K - $96.2K
194K $2.74M
ETN
Eaton Corp PLC

Industrials
277
+ 9.44%
$271.83 - $371.23 $75.3K - $103K
3.21K $872K
NKE
Nike, Inc.

Consumer Cyclical
3.14K
+ 11.46%
$63.29 - $81.72 $199K - $257K
30.6K $1.94M
ARES
Ares Management Corp

Financial Services
342
+ 5.35%
$140.19 - $198.28 $47.9K - $67.8K
6.74K $987K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.1K
+ 7.92%
$161.27 - $192.3 $177K - $211K
14.9K $2.41M
AVGO
Broadcom Inc.

Technology
703
+ 12.62%
$167.43 - $244.7 $118K - $172K
6.27K $1.05M
SQ
Block, Inc.

Technology
944
+ 7.68%
$54.04 - $92.95 $51K - $87.7K
13.2K $757K
IYW
Ishares Dj Us Tech ETF

ETFs
791
+ 3.45%
$140.44 - $166.79 $111K - $132K
23.7K $3.33M
GOOGL
Alphabet Inc.

Communication Services
1.48K
+ 7.4%
$154.33 - $206.19 $228K - $304K
21.4K $3.3M
TSLA
Tesla, Inc.

Consumer Cyclical
4.06K
+ 26.42%
$222.15 - $428.22 $903K - $1.74M
19.4K $5.04M
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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