Secure Asset Management, LLC Reduced Holdings in Q4 2024

Secure Asset Management, LLC

  • $632 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
-26.9K
- 72.71%
$58.65 - $64.37 $1.58M - $1.73M
10.1K $597K
BA
Boeing CO

Industrials
-8.67K
- 64.98%
$138.14 - $180.72 $1.2M - $1.57M
4.67K $826K
FISV
Fiserv Inc

Technology
-7.91K
- 73.92%
N/A
2.79K $349K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-12.1K
- 22.14%
$56.06 - $61.35 $679K - $743K
42.6K $2.41M
AFL
Aflac Inc

Financial Services
-4.05K
- 41.44%
$100.37 - $115.27 $407K - $467K
5.73K $592K
XLE
Energy Sector Spdr

ETFs
-4.94K
- 35.69%
$83.32 - $97.27 $412K - $481K
8.91K $762K
TFLO
Ishares Treasury Floating Rate

ETFs
-7.24K
- 32.44%
$50.37 - $50.63 $364K - $366K
15.1K $760K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-2.77K
- 16.67%
$170.03 - $192.78 $470K - $533K
13.8K $2.55M
FV
First Trust Dorsey Wright Focu

ETFs
-7.47K
- 4.68%
$57.47 - $62.82 $429K - $469K
152K $8.98M
XLV
Select Sector Spdr Fund Health

ETFs
-1.67K
- 45.79%
$136.28 - $154.74 $227K - $258K
1.98K $271K
ITA
Ishares Tr

ETFs
-1.1K
- 10.19%
$144.31 - $157.31 $159K - $173K
9.69K $1.41M
CAT
Caterpillar Inc

Industrials
-298
- 22.27%
$360.37 - $416.88 $107K - $124K
1.04K $377K
IEFA
Ishares Tr

ETFs
-1.44K
- 25.23%
$70.06 - $77.43 $101K - $111K
4.26K $299K
F
Ford Motor CO

Consumer Cyclical
-5.62K
- 6.78%
$9.69 - $11.4 $54.5K - $64.1K
77.3K $765K
BAC
Bank Of America Corp

Financial Services
-3.83K
- 27.56%
$39.22 - $47.77 $150K - $183K
10.1K $441K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-1.82K
- 13.18%
N/A
12K $468K
DVY
Ishares Tr

ETFs
-317
- 7.72%
$129.55 - $143.41 $41.1K - $45.5K
3.79K $497K
NOC
Northrop Grumman Corp

Industrials
-21
- 2.83%
$466.52 - $543.88 $9.8K - $11.4K
721 $338K
CTVA
Corteva, Inc.

Basic Materials
-558
- 13.18%
$55.21 - $64.13 $30.8K - $35.8K
3.68K $209K
PHYS
Sprott Physical Gold Trust

Financial Services
-1.5K
- 12.82%
$19.66 - $21.66 $29.5K - $32.5K
10.2K $205K
KR
Kroger CO

Consumer Defensive
-1.27K
- 10.23%
$55.21 - $63.3 $69.8K - $80.1K
11.1K $678K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-697
- 14.92%
$63.19 - $73.31 $44K - $51.1K
3.97K $272K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-195
- 2.64%
$81.68 - $82.93 $15.9K - $16.2K
7.18K $588K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-327
- 5.9%
$57.38 - $61.11 $18.8K - $20K
5.22K $304K
VTV
Vanguard Value ETF

ETFs
-63
- 4.74%
$168.32 - $181.87 $10.6K - $11.5K
1.27K $214K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-66
- 1.48%
$417.69 - $450.94 $27.6K - $29.8K
4.38K $1.86M
ESP
Espey Mfg & Electronics Corp

Industrials
-597
- 8.22%
$27.42 - $32.8 $16.4K - $19.6K
6.67K $201K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-21
- 1.54%
$238.25 - $261.28 $5K - $5.49K
1.34K $324K
IWS
Ishares Russell Midcap Value E

ETFs
-22
- 1.36%
$128.08 - $140.32 $2.82K - $3.09K
1.6K $206K
PFRL
Pgim ETF Tr Fltg Rate Income E

ETFs
-50
- 0.59%
$50.29 - $51.01 $2.51K - $2.55K
8.42K $423K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-250
- 3.79%
$46.38 - $47.95 $11.6K - $12K
6.35K $304K
TFC
Truist Financial Corp

Financial Services
-173
- 2.56%
$41.51 - $48.1 $7.18K - $8.32K
6.57K $285K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-51
- 1.04%
$47.5 - $47.86 $2.42K - $2.44K
4.86K $231K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.21K
- 5.01%
$148.14 - $166.23 $179K - $201K
22.9K $3.65M
FTXL
First Tr ETF Vi Nasdaq Semicon
-940
- 6.77%
N/A
12.9K $0
Fidelity Wise Origin Bitcoin
-4.8K
- 16.93%
N/A
23.6K $0
Ultimus Managers Tr
-2.36K
- 2.51%
N/A
91.7K $0
Flagstar Financial Inc
-252
- 1.99%
N/A
12.4K $0
Irsa Inversiones Y Rep S A
-15.1K
- 15.56%
N/A
81.8K $0
ALCC
Alt C Acquisition Corp.

Financial Services
-13.1K
- 16.58%
N/A
66.1K $0
OKE
Oneok Inc

Energy
-180
- 7.92%
$92.28 - $117.05 $16.6K - $21.1K
2.09K $210K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-65
- 0.57%
$41.8 - $43.67 $2.72K - $2.84K
11.3K $484K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-36
- 0.39%
$42.96 - $45.15 $1.55K - $1.63K
9.23K $408K
ISRG
Intuitive Surgical Inc

Healthcare
-7
- 0.46%
$471.27 - $550.62 $3.3K - $3.85K
1.53K $797K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.27K
- 25.57%
$47.29 - $84.74 $107K - $192K
6.6K $491K
VGT
Vanguard Information Technolog

ETFs
-11
- 0.69%
$571.78 - $647.97 $6.29K - $7.13K
1.59K $990K
ARES
Ares Management Corp

Financial Services
-405
- 5.96%
$153.38 - $183.7 $62.1K - $74.4K
6.39K $1.13M
NFLX
Netflix Inc

Communication Services
-114
- 11.37%
$687.65 - $936.56 $78.4K - $107K
889 $792K
SHOP
Shopify Inc.

Technology
-51
- 1.24%
$78.14 - $119.49 $3.99K - $6.09K
4.07K $432K
Activity Summary
Buys All Purchases 242 New Holdings 45 Increased Positions 197 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 3 Puts 0
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