Secure Asset Management, LLC Sells in Q3 2024

Secure Asset Management, LLC

  • $568 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IIPR
Innovative Industrial Properties Inc

Real Estate
-2.59K
- 18.1%
$107.56 - $136.78 $278K - $354K
11.7K $1.58M
SQ
Block, Inc.

Technology
-260
- 2.09%
$57.21 - $72.07 $14.9K - $18.7K
12.2K $818K
DD
Du Pont De Nemours, Inc.

Basic Materials
-183
- 4.54%
$77.22 - $89.49 $14.1K - $16.4K
3.85K $343K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-295
- 1.58%
$40.26 - $43.68 $11.9K - $12.9K
18.3K $801K
JPM
Jpmorgan Chase & CO

Financial Services
-526
- 3.3%
$194.9 - $224.8 $103K - $118K
15.4K $3.25M
SYK
Stryker Corp

Healthcare
-1
- 0.08%
$315.94 - $371.96 $316 - $372
1.28K $460K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-13
- 0.26%
$63.82 - $70.54 $830 - $917
4.97K $350K
SO
Southern CO

Utilities
-1.14K
- 10.79%
$77.0 - $90.52 $87.5K - $103K
9.4K $847K
VZ
Verizon Communications Inc

Communication Services
-770
- 3.84%
$38.89 - $45.0 $29.9K - $34.7K
19.3K $866K
CAT
Caterpillar Inc

Industrials
-101
- 7.02%
$316.8 - $391.12 $32K - $39.5K
1.34K $523K
DTE
Dte Energy CO

Utilities
-30
- 0.81%
$108.67 - $128.41 $3.26K - $3.85K
3.69K $474K
KR
Kroger CO

Consumer Defensive
-506
- 3.93%
$50.43 - $57.3 $25.5K - $29K
12.4K $708K
BX
Blackstone Inc.

Financial Services
-24
- 0.97%
$120.77 - $159.66 $2.9K - $3.83K
2.45K $375K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-968
- 3.7%
$77.02 - $85.06 $74.6K - $82.3K
25.2K $2.13M
PEG
Public Service Enterprise Group Inc

Utilities
-2.56K
- 11.7%
$73.58 - $89.21 $189K - $229K
19.3K $1.73M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-40
- 0.89%
$386.81 - $423.12 $15.5K - $16.9K
4.45K $1.88M
TRGP
Targa Resources Corp.

Energy
-460
- 4.51%
$127.86 - $156.46 $58.8K - $72K
9.73K $1.44M
ITA
Ishares Tr

ETFs
-125
- 1.15%
$131.58 - $149.64 $16.4K - $18.7K
10.8K $1.61M
HD
Home Depot, Inc.

Consumer Cyclical
-18
- 0.59%
$333.64 - $405.2 $6.01K - $7.29K
3.04K $1.23M
PM
Philip Morris International Inc.

Consumer Defensive
-1.16K
- 7.0%
$101.25 - $127.45 $117K - $148K
15.4K $1.87M
VICI
Vici Properties Inc.

Real Estate
-1.13K
- 2.22%
$27.64 - $34.08 $31.2K - $38.5K
49.6K $1.65M
GNRC
Generac Holdings Inc.

Industrials
-470
- 4.45%
$133.16 - $159.78 $62.6K - $75.1K
10.1K $1.6M
VO
Vanguard Mid Cap ETF

ETFs
-258
- 2.01%
$237.84 - $263.83 $61.4K - $68.1K
12.5K $3.31M
ORCL
Oracle Corp

Technology
-432
- 3.97%
$125.9 - $170.35 $54.4K - $73.6K
10.4K $1.78M
FVD
First Tr Value Line Divid Inde

ETFs
-511
- 0.63%
$40.45 - $45.49 $20.7K - $23.2K
80K $3.64M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.52K
- 8.68%
$191.76 - $263.26 $291K - $399K
15.9K $4.17M
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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