Secure Asset Management, LLC Sells in Q2 2025

Secure Asset Management, LLC

  • $520 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
-108
- 4.72%
$99.77 - $112.45 $10.8K - $12.1K
2.18K $229K
RSG
Republic Services, Inc.

Industrials
-106
- 8.6%
$227.2 - $258.07 $24.1K - $27.4K
1.13K $277K
SYK
Stryker Corp

Healthcare
-172
- 8.44%
$337.37 - $395.63 $58K - $68K
1.87K $738K
SO
Southern CO

Utilities
-203
- 2.08%
$84.91 - $92.56 $17.2K - $18.8K
9.56K $878K
FSK
Fs Kkr Capital Corp

Financial Services
-681
- 2.98%
$17.95 - $21.5 $12.2K - $14.6K
22.2K $459K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-217
- 5.41%
$85.42 - $94.39 $18.5K - $20.5K
3.8K $356K
ARCC
Ares Capital Corp

Financial Services
-629
- 4.36%
$18.91 - $22.43 $11.9K - $14.1K
13.8K $303K
HON
Honeywell International Inc

Industrials
-185
- 14.2%
$182.86 - $232.88 $33.8K - $43.1K
1.12K $260K
GBIL
Goldman Sachs Access Treasury

ETFs
-125
- 3.03%
$99.83 - $100.19 $12.5K - $12.5K
3.99K $399K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.66K
- 7.32%
$82.17 - $99.96 $136K - $166K
21K $2.06M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-311
- 7.59%
$45.88 - $54.4 $14.3K - $16.9K
3.78K $205K
ITB
Ishares Tr

ETFs
-38
- 1.38%
$85.52 - $96.61 $3.25K - $3.67K
2.72K $253K
MAIN
Main Street Capital Corp

Financial Services
-250
- 6.8%
$49.15 - $59.32 $12.3K - $14.8K
3.43K $202K
VTV
Vanguard Value ETF

ETFs
-66
- 4.99%
$153.67 - $176.74 $10.1K - $11.7K
1.26K $222K
CERS
Cerus Corp

Healthcare
-1.1K
- 7.05%
$1.22 - $1.51 $1.34K - $1.66K
14.5K $20K
PFRL
Pgim ETF Tr Fltg Rate Income E

ETFs
-40
- 0.43%
$45.7 - $50.16 $1.83K - $2.01K
9.28K $464K
Blackrock ETF Trust Ii
-35.5K
- 81.71%
N/A
7.95K $0
Morgan Stanley ETF Trust
-34
- 0.46%
N/A
7.37K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-894
- 17.84%
N/A
4.12K $0
BAUG
Innovator U.S. Equity Buffer E
-525
- 6.14%
N/A
8.03K $0
ALCC
Alt C Acquisition Corp.

Financial Services
-13.1K
- 23.17%
N/A
43.4K $0
Valued Advisers Tr
-482
- 4.93%
N/A
9.29K $0
Ultimus Managers Tr
-221
- 1.65%
N/A
13.2K $0
Fidelity Wise Origin Bitcoin
-13.3K
- 55.5%
N/A
10.7K $0
Lam Research Corp
-92
- 0.29%
N/A
31.2K $0
KR
Kroger CO

Consumer Defensive
-222
- 5.4%
$64.62 - $74.0 $14.3K - $16.4K
3.89K $278K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-725
- 6.22%
$36.09 - $42.2 $26.2K - $30.6K
10.9K $461K
RTX
Raytheon Technologies Corp

Industrials
-141
- 8.78%
$113.75 - $148.48 $16K - $20.9K
1.47K $213K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-19
- 0.39%
$45.89 - $47.6 $872 - $904
4.85K $230K
MA
Mastercard Inc

Financial Services
-1
- 0.13%
$479.92 - $590.74 $480 - $591
781 $438K
CAH
Cardinal Health Inc

Healthcare
-193
- 12.88%
$125.0 - $168.0 $24.1K - $32.4K
1.31K $219K
DE
Deere & CO

Industrials
-10
- 1.49%
$412.99 - $531.48 $4.13K - $5.31K
660 $335K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.36K
- 8.93%
$58.41 - $72.69 $138K - $172K
24.1K $1.75M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-83
- 0.91%
$38.86 - $45.19 $3.23K - $3.75K
9.02K $407K
MS
Morgan Stanley

Financial Services
-118
- 6.81%
$99.83 - $140.86 $11.8K - $16.6K
1.62K $227K
F
Ford Motor CO

Consumer Cyclical
-3.49K
- 4.51%
$8.69 - $10.85 $30.3K - $37.8K
73.9K $801K
VXF
Vanguard Extended Market ETF

ETFs
-315
- 6.89%
$150.43 - $192.71 $47.4K - $60.7K
4.26K $820K
IOO
Ishares Tr Global 100 ETF

ETFs
-83
- 2.37%
$84.95 - $107.81 $7.05K - $8.95K
3.41K $367K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-135
- 2.14%
$40.94 - $52.1 $5.53K - $7.03K
6.18K $322K
XLY
Select Sector Spdr Consumer Di

ETFs
-12
- 0.63%
$176.34 - $218.59 $2.12K - $2.62K
1.9K $412K
ASML
Asml Holding Nv

Technology
-35
- 7.4%
$595.37 - $815.24 $20.8K - $28.5K
438 $351K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-25
- 0.23%
$38.32 - $45.16 $958 - $1.13K
10.9K $490K
VOT
Vanguard Mid Cap Growth Index

ETFs
-114
- 6.57%
$216.28 - $284.39 $24.7K - $32.4K
1.62K $461K
CSX
Csx Corp

Industrials
-44
- 0.31%
$26.69 - $32.91 $1.17K - $1.45K
14.1K $461K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-65
- 0.51%
$39.61 - $47.13 $2.57K - $3.06K
12.7K $596K
IVW
Ishares S&P 500 Growth ETF

ETFs
-96
- 2.37%
$82.96 - $110.1 $7.96K - $10.6K
3.96K $436K
IWY
Ishares Tr Russell 200 Growth

ETFs
-199
- 5.85%
$187.5 - $246.51 $37.3K - $49.1K
3.2K $789K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-561
- 10.21%
$320.42 - $424.58 $180K - $238K
4.93K $2.08M
DIS
Walt Disney CO

Communication Services
-83
- 1.67%
$81.72 - $124.01 $6.78K - $10.3K
4.88K $604K
Activity Summary
Buys All Purchases 178 New Holdings 54 Increased Positions 124 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 1 Puts 4
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