Secure Asset Management, LLC Sells in Q1 2025

Secure Asset Management, LLC

  • $477 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-89.8K
- 71.16%
$507.05 - $563.67 $45.5M - $50.6M
36.4K $18.6M
AAPL
Apple Inc.

Technology
-157K
- 72.1%
$209.68 - $247.1 $33M - $38.9M
60.9K $13.5M
XLK
Technology Sector Spdr

ETFs
-86.4K
- 96.25%
$206.38 - $242.18 $17.8M - $20.9M
3.37K $695K
NVDA
Nvidia Corp

Technology
-96.8K
- 41.99%
$106.98 - $149.43 $10.4M - $14.5M
134K $14.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-15.4K
- 55.24%
$554.06 - $615.85 $8.53M - $9.48M
12.5K $6.96M
META
Meta Platforms, Inc.

Communication Services
-14.4K
- 74.12%
$576.74 - $736.67 $8.33M - $10.6M
5.04K $2.91M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-68.5K
- 75.15%
$89.18 - $104.04 $6.11M - $7.12M
22.6K $2.07M
AMZN
Amazon Com Inc

Consumer Cyclical
-25.3K
- 51.05%
$190.26 - $242.06 $4.81M - $6.12M
24.2K $4.61M
FV
First Trust Dorsey Wright Focu

ETFs
-89.9K
- 59.11%
$53.91 - $63.03 $4.84M - $5.66M
62.2K $3.41M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-113K
- 68.1%
$32.49 - $37.99 $3.67M - $4.29M
52.9K $1.77M
MSFT
Microsoft Corp

Technology
-6.59K
- 23.23%
$375.39 - $447.2 $2.47M - $2.95M
21.8K $8.17M
HYMU
Blackrock ETF Tr Ii High Yield
-160K
- 61.29%
$22.43 - $23.19 $3.59M - $3.71M
101K $2.32M
JPM
Jpmorgan Chase & CO

Financial Services
-11.5K
- 74.05%
$225.19 - $279.95 $2.58M - $3.21M
4.02K $986K
VIG
Vanguard Dividend Appreciation

ETFs
-13.6K
- 72.13%
N/A
5.27K $959K
VT
Vanguard Total World Stk Index

ETFs
-18.5K
- 37.7%
$115.08 - $123.97 $2.13M - $2.29M
30.6K $3.54M
GOOG
Alphabet Inc.

Communication Services
-10.3K
- 78.92%
$156.06 - $207.71 $1.6M - $2.13M
2.74K $428K
VO
Vanguard Mid Cap ETF

ETFs
-6.93K
- 54.06%
$251.87 - $277.95 $1.74M - $1.92M
5.89K $1.51M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-85.8K
- 60.65%
$20.64 - $20.73 $1.77M - $1.78M
55.7K $1.15M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-90.9K
- 60.6%
$19.42 - $19.54 $1.77M - $1.78M
59.1K $1.15M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-90.2K
- 60.47%
$19.43 - $19.62 $1.75M - $1.77M
58.9K $1.15M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-86.4K
- 60.23%
$20.05 - $20.4 $1.73M - $1.76M
57.1K $1.16M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-94.1K
- 60.6%
$18.18 - $18.58 $1.71M - $1.75M
61.2K $1.13M
BSCU
Invesco Exc Self Ind Tr

ETFs
-104K
- 60.22%
$16.2 - $16.64 $1.68M - $1.72M
68.4K $1.13M
TGT
Target Corp

Consumer Defensive
-11.4K
- 83.49%
$103.65 - $142.5 $1.18M - $1.63M
2.26K $235K
FANG
Diamondback Energy, Inc.

Energy
-9.28K
- 82.98%
$139.9 - $180.18 $1.3M - $1.67M
1.9K $304K
PFE
Pfizer Inc

Healthcare
-55.4K
- 63.01%
$25.01 - $27.13 $1.38M - $1.5M
32.5K $823K
XOM
Exxon Mobil Corp

Energy
-17K
- 36.35%
$105.44 - $118.93 $1.79M - $2.02M
29.7K $3.53M
AEP
American Electric Power CO Inc

Utilities
-17.3K
- 72.46%
$90.32 - $109.27 $1.57M - $1.89M
6.59K $719K
STZ
Constellation Brands, Inc.

Consumer Defensive
-6.14K
- 81.93%
$161.05 - $222.93 $988K - $1.37M
1.35K $248K
ABBV
Abb Vie Inc.

Healthcare
-6.81K
- 54.33%
$169.2 - $216.66 $1.15M - $1.48M
5.73K $1.2M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-11.6K
- 27.32%
$53.6 - $58.97 $624K - $686K
31K $1.68M
GE
General Electric CO

Industrials
-3.33K
- 51.95%
$168.59 - $212.13 $561K - $706K
3.08K $615K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-16.2K
- 51.3%
$25.12 - $26.05 $406K - $422K
15.4K $386K
PANW
Palo Alto Networks Inc

Technology
-1.58K
- 12.87%
$167.82 - $208.28 $264K - $328K
10.7K $1.82M
FLMI
Franklin Dynamic Municipal Bon

ETFs
-16.5K
- 50.68%
$24.22 - $24.86 $400K - $411K
16.1K $391K
KR
Kroger CO

Consumer Defensive
-6.99K
- 62.98%
$58.36 - $67.72 $408K - $473K
4.11K $278K
XLE
Energy Sector Spdr

ETFs
-4.57K
- 51.31%
$85.7 - $93.96 $392K - $429K
4.34K $400K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-11.7K
- 55.4%
$24.91 - $29.02 $291K - $339K
9.4K $235K
AFL
Aflac Inc

Financial Services
-3.44K
- 60.1%
$100.99 - $111.19 $348K - $383K
2.29K $254K
XLY
Select Sector Spdr Consumer Di

ETFs
-1.17K
- 38.0%
$192.6 - $233.2 $226K - $273K
1.91K $376K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-2.94K
- 50.86%
$78.55 - $95.21 $231K - $280K
2.84K $223K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-5.61K
- 30.59%
$42.65 - $46.09 $239K - $259K
12.7K $547K
MAR
Marriott International Inc

Consumer Cyclical
-704
- 28.72%
$237.01 - $304.45 $167K - $214K
1.75K $416K
HD
Home Depot, Inc.

Consumer Cyclical
-256
- 3.68%
$347.25 - $424.87 $88.9K - $109K
6.7K $2.46M
VB
Vanguard Small Cap ETF

ETFs
-677
- 19.39%
$217.89 - $252.64 $148K - $171K
2.82K $623K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.68K
- 37.32%
$81.83 - $82.67 $219K - $222K
4.5K $372K
ADBE
Adobe Inc.

Technology
-372
- 31.66%
$377.84 - $464.11 $141K - $173K
803 $307K
CTAS
Cintas Corp

Industrials
-1.27K
- 54.84%
$182.09 - $208.14 $231K - $264K
1.04K $214K
BLD
Top Build Corp

Industrials
-525
- 19.69%
$295.17 - $354.82 $155K - $186K
2.14K $653K
Activity Summary
Buys All Purchases 169 New Holdings 44 Increased Positions 125 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 1 Puts 6
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