Secure Asset Management, LLC New Holdings in Q3 2024

Secure Asset Management, LLC

  • $568 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
84.8K
New
$57.8 - $60.8 $4.9M - $5.15M
84.8K $5.12M
JMBS
Janus Detroit Str Tr Henderson

ETFs
108K
New
$44.13 - $47.01 $4.77M - $5.08M
108K $5.04M
HYMU
Blackrock ETF Tr Ii High Yield
217K
New
$22.51 - $23.25 $4.88M - $5.04M
217K $5.03M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
99.2K
New
$47.95 - $49.61 $4.75M - $4.92M
99.2K $4.9M
AES
Aes Corp

Utilities
85.9K
New
$16.18 - $20.07 $1.39M - $1.72M
85.9K $1.72M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
28.4K
New
$25.38 - $26.27 $722K - $747K
28.4K $747K
FLMI
Franklin Dynamic Municipal Bon

ETFs
29.4K
New
$24.32 - $25.01 $714K - $734K
29.4K $734K
TER
Teradyne, Inc

Technology
4.1K
New
$114.25 - $163.0 $469K - $669K
4.1K $549K
PAYX
Paychex Inc

Industrials
3.23K
New
$116.17 - $135.19 $375K - $436K
3.23K $432K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.25K
New
$149.02 - $167.67 $336K - $378K
2.25K $377K
BMY
Bristol Myers Squibb CO

Healthcare
7.15K
New
$39.66 - $51.75 $283K - $370K
7.15K $369K
CLF
Cleveland Cliffs Inc.

Basic Materials
27.8K
New
$10.91 - $16.21 $303K - $450K
27.8K $354K
ITB
Ishares Tr

ETFs
2.77K
New
$97.52 - $128.64 $270K - $356K
2.77K $351K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
14K
New
$19.78 - $23.53 $277K - $329K
14K $323K
ZTS
Zoetis Inc.

Healthcare
1.64K
New
$172.58 - $196.48 $284K - $323K
1.64K $321K
FSK
Fs Kkr Capital Corp

Financial Services
15.7K
New
$18.74 - $20.43 $295K - $322K
15.7K $310K
HON
Honeywell International Inc

Industrials
1.47K
New
$196.73 - $220.21 $290K - $324K
1.47K $304K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
4.67K
New
$57.69 - $64.56 $269K - $302K
4.67K $298K
ANET
Arista Networks, Inc.

Technology
739
New
$311.42 - $388.21 $230K - $287K
739 $283K
WFC
Wells Fargo & Company

Financial Services
4.54K
New
$51.58 - $60.97 $234K - $277K
4.54K $256K
IEF
Ishares Barclays

ETFs
2.59K
New
$92.67 - $99.14 $240K - $257K
2.59K $254K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.46K
New
$147.95 - $191.05 $215K - $278K
1.46K $252K
CTVA
Corteva, Inc.

Basic Materials
4.24K
New
$50.72 - $58.78 $215K - $249K
4.24K $248K
LOW
Lowes Companies Inc

Consumer Cyclical
893
New
$213.3 - $270.78 $190K - $242K
893 $241K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.79K
New
$57.32 - $62.65 $217K - $238K
3.79K $236K
MA
Mastercard Inc

Financial Services
473
New
$429.6 - $500.99 $203K - $237K
473 $233K
PJP
Invesco Exchange Traded Fd Tr

ETFs
2.63K
New
$80.08 - $89.33 $211K - $235K
2.63K $228K
ET
Energy Transfer LP

Energy
14.1K
New
$15.43 - $16.44 $218K - $232K
14.1K $226K
CSCO
Cisco Systems, Inc.

Technology
4.24K
New
$44.74 - $53.22 $190K - $226K
4.24K $225K
CDNS
Cadence Design Systems Inc

Technology
831
New
$246.84 - $321.11 $205K - $267K
831 $225K
MPLX
Mplx LP

Energy
5.05K
New
$40.44 - $45.07 $204K - $228K
5.05K $224K
TTD
Trade Desk, Inc.

Technology
2.03K
New
$83.08 - $110.79 $168K - $225K
2.03K $222K
ESP
Espey Mfg & Electronics Corp

Industrials
7.26K
New
$20.76 - $30.09 $151K - $219K
7.26K $218K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.23K
New
$89.91 - $101.33 $201K - $226K
2.23K $218K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.05K
New
$72.18 - $107.33 $148K - $220K
2.05K $217K
IWS
Ishares Russell Midcap Value E

ETFs
1.62K
New
$119.52 - $132.25 $194K - $214K
1.62K $214K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.67K
New
$36.06 - $37.66 $204K - $213K
5.67K $213K
PSA
Public Storage

Real Estate
582
New
$283.13 - $365.01 $165K - $212K
582 $211K
OKE
Oneok Inc

Energy
2.27K
New
$78.62 - $95.27 $179K - $216K
2.27K $207K
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.22K
New
$42.54 - $47.97 $180K - $203K
4.22K $200K
ENVX
Enovix Corp

Industrials
10.4K
New
$7.61 - $18.31 $79.2K - $191K
10.4K $97K
Nextracker Inc
36.5K
New
N/A
36.5K $0
New York Cmnty Bancorp Inc
12.7K
New
N/A
12.7K $0
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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