Secure Asset Management, LLC Reduced Holdings in Q3 2025

Secure Asset Management, LLC

  • $585 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-2.07K
- 17.04%
$9.87 - $10.65 $20.4K - $22.1K
10.1K $106K
CGEN
Compugen LTD

Healthcare
-1.35K
- 3.25%
$1.33 - $1.76 $1.79K - $2.37K
40K $57K
BMY
Bristol Myers Squibb CO

Healthcare
-67
- 0.66%
$43.31 - $48.98 $2.9K - $3.28K
10.1K $456K
XLK
Technology Sector Spdr

ETFs
-442
- 11.41%
$250.97 - $282.66 $111K - $125K
3.43K $967K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-549
- 6.89%
$82.96 - $95.7 $45.5K - $52.5K
7.42K $666K
AFL
Aflac Inc

Financial Services
-199
- 9.14%
$98.09 - $111.7 $19.5K - $22.2K
1.98K $221K
CERS
Cerus Corp

Healthcare
-4.5K
- 31.03%
$1.16 - $1.6 $5.22K - $7.2K
10K $15K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-44
- 0.36%
$100.37 - $100.74 $4.42K - $4.43K
12.1K $1.22M
CSX
Csx Corp

Industrials
-1.24K
- 8.74%
$32.05 - $36.52 $39.6K - $45.1K
12.9K $458K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-16
- 0.56%
$91.44 - $91.77 $1.46K - $1.47K
2.83K $259K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-12
- 0.25%
$47.36 - $47.65 $568 - $572
4.83K $229K
Irsa Inversiones Y Rep S A
-796
- 1.06%
N/A
74.3K $0
Victory Portfolios Ii
-8.92K
- 30.95%
N/A
19.9K $0
ALCC
Alt C Acquisition Corp.

Financial Services
-8.32K
- 19.16%
N/A
35.1K $0
BAUG
Innovator U.S. Equity Buffer E
-175
- 2.18%
N/A
7.85K $0
Aim ETF Products Trust
-500
- 5.88%
N/A
8K $0
Volatility Shs Tr
-1.6K
- 12.63%
N/A
11.1K $0
AEP
American Electric Power CO Inc

Utilities
-555
- 7.65%
$103.26 - $115.0 $57.3K - $63.8K
6.7K $753K
MMM
3 M CO

Industrials
-11
- 0.64%
$144.41 - $160.2 $1.59K - $1.76K
1.71K $265K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-133
- 1.91%
$70.77 - $73.59 $9.41K - $9.79K
6.83K $500K
MPC
Marathon Petroleum Corp

Energy
-339
- 12.95%
$158.59 - $198.69 $53.8K - $67.4K
2.28K $439K
FANG
Diamondback Energy, Inc.

Energy
-22
- 1.12%
$134.53 - $152.5 $2.96K - $3.36K
1.94K $278K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-356
- 3.5%
$23.82 - $25.84 $8.48K - $9.2K
9.81K $252K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-807
- 1.98%
$26.38 - $27.95 $21.3K - $22.6K
39.9K $1.09M
SLV
I Shares Silver Trust

ETFs
-1.3K
- 18.95%
$32.73 - $42.5 $42.7K - $55.4K
5.58K $236K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-45
- 0.5%
$45.17 - $46.89 $2.03K - $2.11K
8.98K $420K
CDNS
Cadence Design Systems Inc

Technology
-28
- 3.85%
$309.46 - $373.37 $8.66K - $10.5K
700 $245K
SO
Southern CO

Utilities
-48
- 0.5%
$90.83 - $96.0 $4.36K - $4.61K
9.52K $901K
PEP
Pepsico Inc

Consumer Defensive
-8
- 0.27%
$133.81 - $152.16 $1.07K - $1.22K
2.96K $415K
NUE
Nucor Corp

Basic Materials
-176
- 2.17%
$133.3 - $150.33 $23.5K - $26.5K
7.93K $1.07M
VUG
Vanguard Growth ETF

ETFs
-4
- 0.61%
$433.97 - $484.08 $1.74K - $1.94K
653 $313K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-82
- 2.88%
$97.65 - $111.15 $8.01K - $9.11K
2.76K $303K
LOW
Lowes Companies Inc

Consumer Cyclical
-65
- 4.46%
$215.01 - $273.02 $14K - $17.7K
1.39K $350K
RTX
Raytheon Technologies Corp

Industrials
-18
- 1.23%
$144.19 - $167.33 $2.6K - $3.01K
1.45K $242K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-104
- 0.96%
$45.13 - $48.29 $4.69K - $5.02K
10.8K $519K
IAU
Ishares Gold Trust

ETFs
-312
- 6.26%
$61.62 - $72.77 $19.2K - $22.7K
4.67K $340K
LUMN
Lumen Technologies, Inc.

Communication Services
-100
- 0.54%
$3.7 - $6.22 $370 - $622
18.4K $112K
ZETA
Zeta Global Holdings Corp.

Technology
-13.3K
- 19.28%
$14.0 - $22.08 $186K - $294K
55.7K $1.11M
IVW
Ishares S&P 500 Growth ETF

ETFs
-19
- 0.48%
$108.97 - $121.65 $2.07K - $2.31K
3.94K $476K
C
Citigroup Inc

Financial Services
-84
- 2.55%
$85.57 - $103.49 $7.19K - $8.69K
3.21K $325K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.3K
- 5.93%
$108.46 - $120.63 $141K - $157K
20.6K $2.45M
MO
Altria Group, Inc.

Consumer Defensive
-442
- 3.75%
$57.75 - $67.68 $25.5K - $29.9K
11.3K $749K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-6.22K
- 28.14%
$50.79 - $76.4 $316K - $475K
15.9K $1.21M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
-6.39K
- 16.5%
$16.03 - $22.49 $102K - $144K
32.3K $703K
ITA
Ishares Tr

ETFs
-77
- 1.87%
$184.73 - $209.26 $14.2K - $16.1K
4.04K $844K
IWY
Ishares Tr Russell 200 Growth

ETFs
-5
- 0.16%
$243.93 - $275.62 $1.22K - $1.38K
3.2K $874K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-26
- 0.59%
$435.72 - $463.74 $11.3K - $12.1K
4.41K $2.05M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-250
- 12.04%
$103.83 - $179.9 $26K - $45K
1.83K $326K
BLD
Top Build Corp

Industrials
-112
- 5.16%
$343.19 - $443.31 $38.4K - $49.7K
2.06K $803K
Activity Summary
Buys All Purchases 172 New Holdings 30 Increased Positions 142 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 3 Puts 1
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