Secure Asset Management, LLC New Holdings in Q2 2025

Secure Asset Management, LLC

  • $520 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
13.6K
New
$228.25 - $285.3 $3.09M - $3.87M
13.6K $3.87M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
42.7K
New
$75.05 - $77.34 $3.2M - $3.3M
42.7K $3.3M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
46.9K
New
$66.5 - $71.25 $3.12M - $3.35M
46.9K $3.26M
SPOT
Spotify Technology S.A.

Communication Services
2.92K
New
$503.3 - $775.9 $1.47M - $2.27M
2.92K $2.24M
ASTS
Ast Space Mobile, Inc.

Communication Services
45.3K
New
$20.07 - $51.83 $910K - $2.35M
45.3K $2.12M
IWP
Ishares Russell Mid Cap Growth

ETFs
12.8K
New
$104.34 - $138.68 $1.34M - $1.78M
12.8K $1.78M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
21K
New
$67.22 - $81.54 $1.41M - $1.72M
21K $1.72M
KWEB
Kraneshares Tr Csi China Inter

ETFs
41.8K
New
$28.28 - $35.22 $1.18M - $1.47M
41.8K $1.43M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
12.2K
New
$100.35 - $100.71 $1.22M - $1.23M
12.2K $1.23M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
22.1K
New
$41.45 - $54.46 $916K - $1.2M
22.1K $1.15M
IDEV
Ishares Core Msci Intl Develop

ETFs
13.4K
New
$61.79 - $76.67 $830K - $1.03M
13.4K $1.02M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
21.5K
New
$45.12 - $46.23 $970K - $994K
21.5K $994K
ACWI
Ishares Msci Acwi ETF

ETFs
7.61K
New
$103.59 - $128.6 $788K - $979K
7.61K $978K
NEAR
Blackrock Short Maturity Bond

ETFs
18.8K
New
$50.41 - $51.17 $949K - $963K
18.8K $961K
SCHV
Schwab Strategic Tr Us Large C

ETFs
31.2K
New
$23.55 - $27.67 $734K - $862K
31.2K $862K
VTWO
Vanguard Russell 2000 ETF

ETFs
9.39K
New
$70.56 - $87.22 $662K - $819K
9.39K $818K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.1K
New
$32.66 - $40.75 $625K - $779K
19.1K $774K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
38.7K
New
$8.01 - $16.55 $310K - $641K
38.7K $640K
NRG
Nrg Energy, Inc.

Utilities
3.39K
New
$83.61 - $162.67 $283K - $551K
3.39K $544K
RING
Ishares Inc Msci Global Gold M

ETFs
12.3K
New
$34.72 - $45.62 $427K - $561K
12.3K $538K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2.02K
New
$201.28 - $266.34 $407K - $538K
2.02K $538K
IRM
Iron Mountain Inc

Real Estate
4.64K
New
$76.93 - $105.25 $357K - $488K
4.64K $476K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
862
New
$328.01 - $475.68 $283K - $410K
862 $403K
PH
Parker Hannifin Corp

Industrials
555
New
$517.23 - $700.54 $287K - $389K
555 $387K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
3.03K
New
$101.91 - $134.83 $309K - $408K
3.03K $380K
SNOW
Snowflake Inc.

Technology
1.64K
New
$130.53 - $223.77 $214K - $368K
1.64K $367K
VST
Vistra Corp.

Utilities
1.78K
New
$98.07 - $195.04 $175K - $348K
1.78K $345K
FISV
Fiserv Inc

Technology
2.7K
New
N/A
2.7K $337K
MSI
Motorola Solutions, Inc.

Technology
780
New
$394.72 - $440.39 $308K - $344K
780 $327K
IAU
Ishares Gold Trust

ETFs
4.99K
New
$56.1 - $64.74 $280K - $323K
4.99K $310K
CAT
Caterpillar Inc

Industrials
749
New
$273.94 - $388.21 $205K - $291K
749 $290K
VUG
Vanguard Growth ETF

ETFs
657
New
$329.49 - $438.4 $216K - $288K
657 $288K
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.2K
New
$19.6 - $24.44 $220K - $274K
11.2K $273K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
919
New
$179.95 - $278.88 $165K - $256K
919 $256K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.18K
New
$63.36 - $80.23 $202K - $255K
3.18K $255K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.2K
New
$19.1 - $23.83 $194K - $242K
10.2K $242K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
776
New
$177.93 - $313.14 $138K - $243K
776 $242K
GWW
W.W. Grainger, Inc.

Industrials
232
New
$919.93 - $1101.66 $213K - $256K
232 $241K
CMCSA
Comcast Corp

Communication Services
6.55K
New
$32.84 - $36.72 $215K - $240K
6.55K $233K
VNQI
Vanguard Global Ex U.S. Real

ETFs
5K
New
$37.77 - $46.15 $189K - $231K
5K $230K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.79K
New
$65.04 - $82.18 $181K - $229K
2.79K $229K
GDDY
Go Daddy Inc.

Technology
1.24K
New
$162.11 - $192.36 $201K - $239K
1.24K $223K
TOST
Toast, Inc.

Technology
5.04K
New
$30.03 - $45.23 $151K - $228K
5.04K $223K
CVS
Cvs Health Corp

Healthcare
2.96K
New
$60.04 - $70.18 $178K - $208K
2.96K $204K
PECO
Phillips Edison & Company, Inc.

Real Estate
5.75K
New
$33.53 - $37.33 $193K - $214K
5.75K $201K
VRT
Vertiv Holdings CO

Industrials
2.12K
New
N/A
2.12K $183K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
12.2K
New
$9.75 - $10.96 $118K - $133K
12.2K $126K
Aim ETF Products Trust
8.5K
New
N/A
8.5K $0
Grayscale Bitcoin Mini Tr Et
8.4K
New
N/A
8.4K $0
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