Secure Asset Management, LLC Reduced Holdings in Q3 2024

Secure Asset Management, LLC

  • $568 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FLDR
Fidelity Merrimack Str Tr Low

ETFs
-82.2K
- 81.58%
$49.88 - $50.45 $4.1M - $4.15M
18.6K $932K
PULS
Pgim ETF Tr

ETFs
-51.6K
- 74.82%
$49.47 - $49.8 $2.55M - $2.57M
17.4K $863K
SRLN
Ssga Active Trust

ETFs
-48.6K
- 21.07%
$40.93 - $41.85 $1.99M - $2.03M
182K $7.61M
GGG
Graco Inc

Industrials
-11.5K
- 48.96%
$77.82 - $87.64 $896K - $1.01M
12K $1.05M
FV
First Trust Dorsey Wright Focu

ETFs
-16.9K
- 9.57%
$51.35 - $59.82 $867K - $1.01M
160K $9.29M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-24.9K
- 35.36%
$32.65 - $36.69 $814K - $915K
45.6K $1.66M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
-48.1K
- 17.05%
$26.37 - $29.92 $1.27M - $1.44M
234K $6.81M
FSLR
First Solar, Inc.

Technology
-2.11K
- 27.14%
$205.36 - $255.78 $432K - $539K
5.65K $1.41M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.75K
- 53.26%
$162.64 - $179.3 $284K - $313K
1.53K $274K
XLE
Energy Sector Spdr

ETFs
-2.12K
- 13.27%
$84.35 - $93.39 $179K - $198K
13.8K $1.22M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
-17.7K
- 12.1%
$14.69 - $15.42 $259K - $272K
128K $1.96M
BAC
Bank Of America Corp

Financial Services
-4.52K
- 24.59%
$36.65 - $44.13 $166K - $200K
13.9K $550K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
-9.39K
- 20.46%
$33.68 - $44.74 $316K - $420K
36.5K $1.42M
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-3.36K
- 23.11%
$28.19 - $31.47 $94.8K - $106K
11.2K $323K
XLC
Select Sector Spdr Tr Communic

ETFs
-1.64K
- 33.19%
$82.16 - $90.4 $135K - $148K
3.3K $298K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-375
- 21.61%
$211.47 - $281.27 $79.3K - $105K
1.36K $333K
FISV
Fiserv Inc

Technology
-896
- 7.73%
N/A
10.7K $1.34M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.99K
- 8.36%
$53.41 - $57.9 $267K - $289K
54.7K $3.16M
NEM
Newmont Corp

Basic Materials
-10.5K
- 25.16%
$41.65 - $55.85 $436K - $585K
31.2K $1.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-216
- 5.26%
$434.77 - $502.96 $93.9K - $109K
3.89K $1.9M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-712
- 27.66%
$115.73 - $128.74 $82.4K - $91.7K
1.86K $239K
TFC
Truist Financial Corp

Financial Services
-2.16K
- 24.25%
$38.22 - $44.94 $82.5K - $97K
6.75K $288K
SOXX
Ishares Semiconductor ETF

ETFs
-84
- 5.83%
$199.29 - $265.49 $16.7K - $22.3K
1.36K $312K
LINC
Lincoln Educational Services Corp

Consumer Defensive
-3.01K
- 5.83%
$11.41 - $14.3 $34.4K - $43.1K
48.6K $580K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-837
- 11.76%
$61.47 - $67.36 $51.5K - $56.4K
6.28K $422K
GD
General Dynamics Corp

Industrials
-325
- 5.67%
$279.51 - $308.09 $90.8K - $100K
5.41K $1.63M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.17K
- 8.87%
$42.22 - $48.62 $91.8K - $106K
22.3K $1.04M
BGH
Barings Global Short Duration High Yield Fund

Financial Services
-4.3K
- 8.4%
$14.45 - $15.38 $62.2K - $66.2K
46.9K $711K
IYW
Ishares Dj Us Tech ETF

ETFs
-363
- 1.48%
$133.16 - $158.73 $48.3K - $57.6K
24.1K $3.66M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-234
- 9.03%
$91.42 - $91.82 $21.4K - $21.5K
2.36K $216K
LMT
Lockheed Martin Corp

Industrials
-161
- 25.16%
$460.3 - $584.56 $74.1K - $94.1K
479 $280K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-227
- 5.17%
$92.63 - $105.69 $21K - $24K
4.17K $434K
IXC
Ishares Tr Global Energy ETF

ETFs
-1
- 0.01%
$38.94 - $42.35 $38.9 - $42.4
8.59K $347K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-1.64K
- 15.96%
$43.67 - $51.82 $71.6K - $85K
8.63K $447K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-14
- 0.37%
$49.7 - $56.11 $696 - $786
3.8K $208K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-348
- 5.9%
$54.38 - $59.77 $18.9K - $20.8K
5.55K $328K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-151
- 2.01%
$81.31 - $83.29 $12.3K - $12.6K
7.38K $613K
Ultimus Managers Tr
-14.1K
- 13.04%
N/A
94K $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-76
- 2.84%
$76.94 - $79.54 $5.85K - $6.05K
2.6K $206K
CSHI
Shp ETF Tr Neos Enhanced Incom
-293
- 4.67%
N/A
5.98K $0
UYLD
Angel Oak Fds Tr Ultrashort In
-24.4K
- 59.49%
N/A
16.6K $0
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-2.2K
- 12.75%
$20.51 - $24.25 $45.1K - $53.3K
15.1K $356K
IVW
Ishares S&P 500 Growth ETF

ETFs
-27
- 0.7%
$84.77 - $97.13 $2.29K - $2.62K
3.81K $364K
WMT
Walmart Inc.

Consumer Defensive
-4.61K
- 15.69%
$66.91 - $81.4 $308K - $375K
24.7K $2M
CI
Cigna Corp

Healthcare
-2
- 0.27%
$319.12 - $367.1 $638 - $734
731 $253K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-30
- 1.04%
$77.64 - $90.33 $2.33K - $2.71K
2.87K $255K
VGT
Vanguard Information Technolog

ETFs
-6
- 0.37%
$514.43 - $606.85 $3.09K - $3.64K
1.6K $940K
GLDM
World Gold Trust

ETFs
-242
- 5.57%
$46.2 - $53.01 $11.2K - $12.8K
4.1K $213K
TDIV
First Trust Nasdaq Technology

ETFs
-212
- 3.23%
$70.51 - $81.07 $14.9K - $17.2K
6.36K $510K
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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