Secure Asset Management, LLC Sells in Q3 2025

Secure Asset Management, LLC

  • $585 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-16K
- 60.71%
$617.65 - $666.84 $9.91M - $10.7M
10.4K $6.92M
LMT
Lockheed Martin Corp

Industrials
-2.82K
- 84.03%
$410.74 - $499.21 $1.16M - $1.41M
536 $267K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-35.4K
- 84.83%
$33.63 - $42.59 $1.19M - $1.51M
6.34K $266K
VV
Vanguard Large Cap ETF

ETFs
-4.57K
- 33.74%
$285.05 - $309.14 $1.3M - $1.41M
8.98K $2.76M
MRK
Merck & Co., Inc.

Healthcare
-15K
- 34.34%
$77.6 - $87.37 $1.16M - $1.31M
28.6K $2.4M
MCI
Barings Corporate Investors

Financial Services
-39.8K
- 22.52%
$20.28 - $22.87 $808K - $911K
137K $2.85M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-17.3K
- 59.92%
$49.43 - $54.52 $855K - $943K
11.6K $626K
VO
Vanguard Mid Cap ETF

ETFs
-2.98K
- 30.86%
$279.83 - $293.74 $834K - $875K
6.68K $1.96M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-17.8K
- 69.02%
$42.67 - $46.91 $761K - $836K
8K $374K
FV
First Trust Dorsey Wright Focu

ETFs
-14.2K
- 22.92%
$59.23 - $62.14 $844K - $885K
47.9K $2.97M
COST
Costco Wholesale Corp

Consumer Defensive
-84
- 1.03%
$915.95 - $994.57 $76.9K - $83.5K
8.07K $7.47M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
-36.4K
- 20.5%
$13.99 - $14.88 $509K - $541K
141K $1.98M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.09K
- 34.86%
$62.09 - $66.51 $564K - $604K
17K $1.11M
IDEV
Ishares Core Msci Intl Develop

ETFs
-6.86K
- 51.08%
$74.68 - $80.26 $512K - $551K
6.57K $526K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.74K
- 8.85%
$567.77 - $614.76 $2.12M - $2.3M
38.5K $23.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-786
- 10.94%
$459.11 - $506.91 $361K - $398K
6.4K $3.22M
JPM
Jpmorgan Chase & CO

Financial Services
-981
- 18.46%
$282.78 - $316.06 $277K - $310K
4.33K $1.37M
UNH
Unitedhealth Group Inc

Healthcare
-768
- 27.67%
$237.77 - $353.61 $183K - $272K
2.01K $693K
ORCL
Oracle Corp

Technology
-3.54K
- 26.48%
$218.96 - $328.33 $775K - $1.16M
9.83K $2.76M
ISRG
Intuitive Surgical Inc

Healthcare
-142
- 16.25%
$433.66 - $544.47 $61.6K - $77.3K
732 $327K
VB
Vanguard Small Cap ETF

ETFs
-957
- 16.23%
$237.58 - $259.17 $227K - $248K
4.94K $1.26M
PFFA
Etfis Ser Tr I

ETFs
-9.76K
- 11.39%
$20.94 - $22.43 $204K - $219K
76K $1.65M
FSK
Fs Kkr Capital Corp

Financial Services
-114
- 0.51%
$14.93 - $22.48 $1.7K - $2.56K
22K $329K
PGR
Progressive Corp

Financial Services
-33
- 0.54%
$238.61 - $264.3 $7.87K - $8.72K
6.06K $1.5M
PFE
Pfizer Inc

Healthcare
-6.68K
- 19.74%
$23.29 - $25.88 $156K - $173K
27.2K $692K
IBM
International Business Machines Corp

Technology
-232
- 5.91%
$234.77 - $292.47 $54.5K - $67.9K
3.69K $1.04M
PAYX
Paychex Inc

Industrials
-313
- 8.0%
$126.69 - $147.99 $39.7K - $46.3K
3.6K $456K
TFLO
Ishares Treasury Floating Rate

ETFs
-2.17K
- 20.17%
$50.45 - $50.65 $110K - $110K
8.61K $435K
F
Ford Motor CO

Consumer Cyclical
-15.5K
- 21.03%
$10.82 - $12.09 $168K - $188K
58.3K $697K
SYK
Stryker Corp

Healthcare
-149
- 7.98%
$368.57 - $403.53 $54.9K - $60.1K
1.72K $634K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-693
- 14.05%
$420.11 - $472.68 $291K - $328K
4.24K $1.99M
TRGP
Targa Resources Corp.

Energy
-94
- 0.86%
$160.52 - $174.4 $15.1K - $16.4K
10.8K $1.81M
T
At&T Inc.

Communication Services
-1.61K
- 2.74%
$26.94 - $29.62 $43.3K - $47.6K
57.1K $1.61M
IRM
Iron Mountain Inc

Real Estate
-703
- 15.15%
$89.46 - $104.46 $62.9K - $73.4K
3.94K $401K
MAR
Marriott International Inc

Consumer Cyclical
-182
- 9.14%
$255.35 - $282.87 $46.5K - $51.5K
1.81K $471K
STZ
Constellation Brands, Inc.

Consumer Defensive
-122
- 6.08%
$131.78 - $176.09 $16.1K - $21.5K
1.89K $253K
CSCO
Cisco Systems, Inc.

Technology
-823
- 10.86%
$66.2 - $71.79 $54.5K - $59.1K
6.75K $462K
VIG
Vanguard Dividend Appreciation

ETFs
-335
- 5.62%
N/A
5.62K $1.02M
VTI
Vanguard Total Stock Market Et

ETFs
-686
- 9.61%
$303.93 - $329.86 $208K - $226K
6.46K $2.12M
BMAY
Innovator U.S. Equity Buffer E

ETFs
-1.53K
- 13.94%
$42.18 - $43.86 $64.3K - $66.9K
9.41K $412K
ITB
Ishares Tr

ETFs
-734
- 27.03%
$94.18 - $117.14 $69.1K - $86K
1.98K $212K
DOW
Dow Inc.

Basic Materials
-185
- 1.92%
$20.87 - $30.37 $3.86K - $5.62K
9.45K $216K
NRG
Nrg Energy, Inc.

Utilities
-257
- 7.58%
$144.77 - $173.91 $37.2K - $44.7K
3.13K $507K
ADBE
Adobe Inc.

Technology
-19
- 2.25%
$333.65 - $392.1 $6.34K - $7.45K
824 $290K
TGT
Target Corp

Consumer Defensive
-32
- 1.03%
$86.56 - $107.43 $2.77K - $3.44K
3.07K $275K
PAA
Plains All American Pipeline LP

Energy
-64
- 0.29%
$16.88 - $18.93 $1.08K - $1.21K
22.1K $377K
QCOM
Qualcomm Inc

Technology
-266
- 10.3%
$145.84 - $173.55 $38.8K - $46.2K
2.32K $385K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.08K
- 8.63%
$72.65 - $78.68 $151K - $164K
22K $1.73M
HON
Honeywell International Inc

Industrials
-1
- 0.09%
$207.7 - $240.4 $208 - $240
1.12K $235K
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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