Secure Asset Management, LLC New Holdings in Q1 2025

Secure Asset Management, LLC

  • $477 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
147K
New
$51.52 - $52.37 $7.58M - $7.7M
147K $7.7M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
56.6K
New
$110.9 - $132.93 $6.28M - $7.53M
56.6K $6.41M
CHDN
Churchill Downs Inc

Consumer Cyclical
20.6K
New
$106.5 - $132.91 $2.2M - $2.74M
20.6K $2.29M
ABT
Abbott Laboratories

Healthcare
15.9K
New
$111.1 - $140.22 $1.76M - $2.22M
15.9K $2.1M
EWBC
East West Bancorp Inc

Financial Services
23.3K
New
$84.35 - $103.91 $1.97M - $2.43M
23.3K $2.09M
FIX
Comfort Systems Usa Inc

Industrials
6.38K
New
$313.26 - $550.27 $2M - $3.51M
6.38K $2.07M
FITB
Fifth Third Bancorp

Financial Services
52.3K
New
$37.48 - $44.96 $1.96M - $2.35M
52.3K $2.05M
EIX
Edison International

Utilities
34K
New
$50.06 - $80.01 $1.7M - $2.72M
34K $2M
ICE
Intercontinental Exchange, Inc.

Financial Services
11.5K
New
$142.8 - $176.36 $1.65M - $2.03M
11.5K $1.99M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
42.6K
New
$41.26 - $44.98 $1.76M - $1.92M
42.6K $1.79M
JEF
Jefferies Financial Group Inc.

Financial Services
13K
New
$52.22 - $81.31 $679K - $1.06M
13K $696K
VEA
Vanguard Ftse Developed Market

ETFs
10.5K
New
$47.4 - $52.99 $497K - $555K
10.5K $537K
ZS
Zscaler, Inc.

Technology
2.39K
New
$181.66 - $216.87 $435K - $519K
2.39K $474K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.74K
New
$237.72 - $276.98 $413K - $481K
1.74K $423K
BSX
Boston Scientific Corp

Healthcare
4.15K
New
$89.38 - $106.18 $371K - $440K
4.15K $418K
GBIL
Goldman Sachs Access Treasury

ETFs
4.12K
New
$99.85 - $100.19 $411K - $413K
4.12K $412K
RSG
Republic Services, Inc.

Industrials
1.23K
New
$200.09 - $242.16 $247K - $298K
1.23K $298K
CDNS
Cadence Design Systems Inc

Technology
1.11K
New
$233.96 - $324.52 $260K - $361K
1.11K $282K
BMAR
Innovator U.S. Equity Buffer E

ETFs
6.04K
New
$44.99 - $47.69 $272K - $288K
6.04K $273K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.7K
New
$63.07 - $73.5 $234K - $272K
3.7K $262K
CLX
Clorox CO

Consumer Defensive
1.72K
New
$141.76 - $162.89 $244K - $281K
1.72K $253K
JBBB
Janus Detroit Str Tr Henderson

ETFs
5.11K
New
$48.34 - $49.66 $247K - $254K
5.11K $249K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.45K
New
$42.5 - $46.71 $232K - $254K
5.45K $246K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
4.62K
New
$49.6 - $50.28 $229K - $232K
4.62K $232K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.3K
New
$56.12 - $68.15 $185K - $225K
3.3K $223K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
461
New
$402.49 - $513.76 $186K - $237K
461 $223K
AMT
American Tower Corp

Real Estate
1.01K
New
$173.46 - $217.6 $176K - $220K
1.01K $220K
CI
Cigna Corp

Healthcare
652
New
$274.49 - $329.0 $179K - $215K
652 $214K
RTX
Raytheon Technologies Corp

Industrials
1.61K
New
$114.1 - $135.66 $183K - $218K
1.61K $212K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.06K
New
$196.12 - $229.48 $208K - $243K
1.06K $212K
SPH
Suburban Propane Partners LP

Utilities
9.78K
New
$17.64 - $22.2 $173K - $217K
9.78K $207K
CAH
Cardinal Health Inc

Healthcare
1.5K
New
$118.02 - $137.77 $177K - $206K
1.5K $206K
SLV
I Shares Silver Trust

ETFs
6.65K
New
$26.93 - $31.32 $179K - $208K
6.65K $206K
INTC
Intel Corp

Technology
9.01K
New
$19.1 - $27.39 $172K - $247K
9.01K $204K
MS
Morgan Stanley

Financial Services
1.73K
New
$111.68 - $141.08 $194K - $244K
1.73K $202K
DVN
Devon Energy Corp

Energy
5.36K
New
$33.15 - $38.55 $178K - $207K
5.36K $200K
AGNC
Agnc Investment Corp.

Real Estate
13.5K
New
$9.12 - $10.54 $123K - $143K
13.5K $129K
Valued Advisers Tr
9.78K
New
N/A
9.78K $0
Morgan Stanley ETF Trust
7.4K
New
N/A
7.4K $0
Antelope Enterprise Hldgs Lt
54K
New
N/A
54K $0
Advisors Inner Circle Fd Ii
9.92K
New
N/A
9.92K $0
Arista Networks Inc
3.02K
New
N/A
3.02K $0
Lam Research Corp
31.3K
New
N/A
31.3K $0
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
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