Secure Asset Management, LLC Reduced Holdings in Q2 2025

Secure Asset Management, LLC

  • $520 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-117K
- 63.25%
$49.57 - $50.27 $5.78M - $5.86M
67.7K $3.4M
UNH
Unitedhealth Group Inc

Healthcare
-3.32K
- 54.48%
$274.35 - $599.47 $911K - $1.99M
2.78K $866K
SRLN
Ssga Active Trust

ETFs
-57.1K
- 18.1%
$39.47 - $41.59 $2.25M - $2.37M
258K $10.7M
PFFA
Etfis Ser Tr I

ETFs
-97.4K
- 53.2%
$19.49 - $21.31 $1.9M - $2.08M
85.7K $1.79M
QCOM
Qualcomm Inc

Technology
-13.8K
- 84.2%
$124.66 - $159.48 $1.72M - $2.19M
2.58K $411K
IWD
Ishares Russell 1000 Val ETF

ETFs
-9.12K
- 70.53%
$166.82 - $194.23 $1.52M - $1.77M
3.81K $739K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-55.4K
- 57.61%
$24.32 - $27.87 $1.35M - $1.54M
40.7K $1.08M
AAPL
Apple Inc.

Technology
-999
- 1.64%
$172.42 - $223.89 $172K - $224K
59.9K $12.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-7.89K
- 79.15%
$99.37 - $134.05 $784K - $1.06M
2.08K $235K
XOM
Exxon Mobil Corp

Energy
-6.31K
- 21.24%
$99.93 - $119.04 $630K - $751K
23.4K $2.52M
MRK
Merck & Co., Inc.

Healthcare
-5.66K
- 11.48%
$73.47 - $87.12 $416K - $493K
43.6K $3.45M
CVX
Chevron Corp

Energy
-3.72K
- 20.65%
$133.73 - $168.51 $497K - $626K
14.3K $2.04M
EIX
Edison International

Utilities
-11.6K
- 34.19%
$48.32 - $59.92 $561K - $696K
22.4K $1.15M
WTRG
Essential Utilities, Inc.

Utilities
-18K
- 34.31%
$36.92 - $41.39 $665K - $745K
34.5K $1.28M
VICI
Vici Properties Inc.

Real Estate
-23.4K
- 36.92%
$29.41 - $32.97 $687K - $770K
39.9K $1.3M
LMT
Lockheed Martin Corp

Industrials
-1.82K
- 35.12%
$430.82 - $486.45 $783K - $884K
3.36K $1.55M
PG
Procter & Gamble CO

Consumer Defensive
-3.48K
- 19.91%
$157.66 - $172.39 $549K - $600K
14K $2.23M
KO
Coca Cola CO

Consumer Defensive
-9.99K
- 25.58%
$68.37 - $73.9 $683K - $738K
29.1K $2.06M
GD
General Dynamics Corp

Industrials
-2.95K
- 38.01%
$247.68 - $291.66 $731K - $861K
4.81K $1.4M
FITB
Fifth Third Bancorp

Financial Services
-19.2K
- 36.6%
$33.32 - $41.51 $638K - $795K
33.2K $1.36M
NEM
Newmont Corp

Basic Materials
-19.7K
- 42.44%
$44.18 - $59.46 $872K - $1.17M
26.8K $1.56M
PM
Philip Morris International Inc.

Consumer Defensive
-5.65K
- 37.24%
$149.23 - $184.95 $843K - $1.05M
9.53K $1.74M
ITA
Ishares Tr

ETFs
-5.34K
- 56.48%
$135.31 - $188.64 $722K - $1.01M
4.11K $775K
ABT
Abbott Laboratories

Healthcare
-5.29K
- 33.36%
$123.95 - $138.08 $655K - $730K
10.6K $1.44M
ICE
Intercontinental Exchange, Inc.

Financial Services
-4.2K
- 36.4%
$151.62 - $183.47 $636K - $770K
7.33K $1.35M
EWBC
East West Bancorp Inc

Financial Services
-8.89K
- 38.11%
$71.03 - $101.75 $632K - $905K
14.4K $1.46M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-11.6K
- 37.49%
$47.46 - $55.3 $551K - $642K
19.3K $1.07M
SQ
Block, Inc.

Technology
-9.4K
- 70.96%
N/A
3.85K $220K
EMR
Emerson Electric CO

Industrials
-6.97K
- 38.14%
$94.15 - $133.33 $656K - $929K
11.3K $1.51M
BAC
Bank Of America Corp

Financial Services
-17.6K
- 27.34%
$34.39 - $47.46 $604K - $833K
46.7K $2.21M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-10K
- 2.26%
$13.74 - $15.66 $137K - $157K
434K $6.46M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-8.36K
- 4.11%
$48.5 - $49.35 $405K - $412K
195K $9.59M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-7.46K
- 3.37%
$43.89 - $45.45 $327K - $339K
214K $9.62M
NKE
Nike, Inc.

Consumer Cyclical
-8.31K
- 27.16%
$53.27 - $72.04 $443K - $599K
22.3K $1.58M
TFLO
Ishares Treasury Floating Rate

ETFs
-5.14K
- 32.28%
$50.47 - $50.66 $259K - $260K
10.8K $546K
VEA
Vanguard Ftse Developed Market

ETFs
-5.11K
- 48.75%
$45.65 - $57.01 $233K - $291K
5.37K $306K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
-16.7K
- 8.61%
$12.34 - $14.3 $206K - $239K
177K $2.52M
BMY
Bristol Myers Squibb CO

Healthcare
-323
- 3.07%
$44.12 - $59.6 $14.3K - $19.3K
10.2K $471K
ISRG
Intuitive Surgical Inc

Healthcare
-419
- 32.41%
$451.58 - $565.94 $189K - $237K
874 $474K
CLF
Cleveland Cliffs Inc.

Basic Materials
-18K
- 57.33%
$5.83 - $8.88 $105K - $160K
13.4K $101K
DOW
Dow Inc.

Basic Materials
-138
- 1.41%
$25.81 - $34.89 $3.56K - $4.81K
9.63K $255K
GLD
Spdr Gold Trust

ETFs
-615
- 9.85%
$273.71 - $316.29 $168K - $195K
5.63K $1.72M
AMGN
Amgen Inc

Healthcare
-6
- 0.28%
$262.28 - $309.85 $1.57K - $1.86K
2.15K $600K
NFLX
Netflix Inc

Communication Services
-336
- 35.59%
$855.86 - $1339.13 $288K - $450K
608 $814K
PAVE
Global X Fds Us Infrastructure

ETFs
-3.19K
- 24.31%
$33.78 - $43.68 $108K - $139K
9.94K $433K
CDNS
Cadence Design Systems Inc

Technology
-383
- 34.47%
$231.64 - $323.08 $88.7K - $124K
728 $224K
WM
Waste Management Inc

Industrials
-146
- 3.2%
$216.47 - $242.1 $31.6K - $35.3K
4.41K $1.01M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-315
- 6.63%
$376.48 - $440.65 $119K - $139K
4.44K $1.95M
DUK
Duke Energy Corp

Utilities
-154
- 4.29%
$112.46 - $124.05 $17.3K - $19.1K
3.44K $405K
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
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