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
ISRG
Intuitive Surgical Inc

Healthcare
-234
- 15.32%
$476.63 - $610.45 $112K - $143K
1.29K $640K
CSX
Csx Corp

Industrials
-3.01K
- 17.49%
$29.11 - $33.67 $87.5K - $101K
14.2K $417K
ITB
Ishares Tr

ETFs
-1.09K
- 28.26%
$93.86 - $111.45 $102K - $121K
2.75K $259K
FEX
First Tr Large Cap Core Alphde

ETFs
-158
- 0.37%
$99.27 - $109.89 $15.7K - $17.4K
42.6K $4.33M
PEP
Pepsico Inc

Consumer Defensive
-783
- 22.08%
$142.64 - $156.42 $112K - $122K
2.76K $414K
GS
Goldman Sachs Group Inc

Financial Services
-159
- 11.12%
$524.81 - $672.19 $83.4K - $107K
1.27K $694K
VXF
Vanguard Extended Market ETF

ETFs
-139
- 2.95%
$170.36 - $201.04 $23.7K - $27.9K
4.58K $791K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-741
- 11.23%
$62.43 - $84.12 $46.3K - $62.3K
5.86K $387K
LOW
Lowes Companies Inc

Consumer Cyclical
-290
- 18.14%
$222.66 - $268.42 $64.6K - $77.8K
1.31K $305K
BX
Blackstone Inc.

Financial Services
-50
- 2.04%
$136.53 - $186.74 $6.83K - $9.34K
2.4K $335K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-792
- 16.89%
$68.32 - $78.49 $54.1K - $62.2K
3.9K $269K
HON
Honeywell International Inc

Industrials
-235
- 15.28%
$202.75 - $226.52 $47.6K - $53.2K
1.3K $275K
DIS
Walt Disney CO

Communication Services
-62
- 1.24%
$96.87 - $114.0 $6.01K - $7.07K
4.96K $489K
MDT
Medtronic PLC

Healthcare
-1.14K
- 31.98%
$79.84 - $94.5 $91.1K - $108K
2.43K $218K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.09K
- 3.12%
$27.01 - $28.54 $83.5K - $88.2K
96.1K $2.65M
MAIN
Main Street Capital Corp

Financial Services
-828
- 18.39%
$54.71 - $63.1 $45.3K - $52.2K
3.68K $208K
DVY
Ishares Tr

ETFs
-447
- 11.8%
$128.58 - $138.1 $57.5K - $61.7K
3.34K $443K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-241
- 15.48%
$168.16 - $186.21 $40.5K - $44.9K
1.32K $223K
XLV
Select Sector Spdr Fund Health

ETFs
-463
- 23.44%
$137.61 - $149.68 $63.7K - $69.3K
1.51K $218K
DE
Deere & CO

Industrials
-175
- 20.71%
$408.57 - $509.27 $71.5K - $89.1K
670 $314K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-993
- 1.44%
$59.78 - $60.03 $59.4K - $59.6K
67.8K $4.07M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-563
- 14.17%
$66.3 - $74.17 $37.3K - $41.8K
3.41K $234K
SOXX
Ishares Semiconductor ETF

ETFs
-8
- 0.59%
$188.17 - $235.81 $1.51K - $1.89K
1.36K $255K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-675
- 5.47%
$39.08 - $41.36 $26.4K - $27.9K
11.7K $460K
TDIV
First Trust Nasdaq Technology

ETFs
-29
- 0.42%
$73.39 - $83.95 $2.13K - $2.43K
6.81K $499K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-416
- 3.68%
$41.28 - $44.23 $17.2K - $18.4K
10.9K $452K
LUMN
Lumen Technologies, Inc.

Communication Services
-539
- 2.87%
$3.92 - $5.92 $2.11K - $3.19K
18.3K $71K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-123
- 1.33%
$41.97 - $46.03 $5.16K - $5.66K
9.11K $384K
SHW
Sherwin Williams CO

Basic Materials
-91
- 10.11%
$330.16 - $365.55 $30K - $33.3K
809 $282K
SHV
Ishares Tr

ETFs
-204
- 9.71%
$110.11 - $110.51 $22.5K - $22.5K
1.9K $209K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-3K
- 3.25%
$11.96 - $13.56 $35.9K - $40.7K
89.4K $1.16M
IBM
International Business Machines Corp

Technology
-550
- 13.07%
$217.4 - $264.74 $120K - $146K
3.66K $909K
C
Citigroup Inc

Financial Services
-206
- 6.1%
$67.23 - $84.63 $13.8K - $17.4K
3.17K $225K
ARCC
Ares Capital Corp

Financial Services
-586
- 3.9%
$21.28 - $23.81 $12.5K - $14K
14.4K $319K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-115
- 3.54%
$128.74 - $138.67 $14.8K - $15.9K
3.13K $420K
ALCC
Alt C Acquisition Corp.

Financial Services
-9.54K
- 14.43%
N/A
56.6K $0
Blackrock ETF Trust Ii
-50.8K
- 53.89%
N/A
43.5K $0
Ultimus Managers Tr
-78.3K
- 85.41%
N/A
13.4K $0
DVA
Davita Inc.

Healthcare
-34
- 2.45%
$140.0 - $177.35 $4.76K - $6.03K
1.36K $207K
Ge Vernova Inc
-1.11K
- 41.98%
N/A
1.53K $0
BAUG
Innovator U.S. Equity Buffer E
-1.62K
- 15.92%
N/A
8.55K $0
Irsa Inversiones Y Rep S A
-7.35K
- 8.98%
N/A
74.5K $0
Victory Portfolios Ii
-17.7K
- 42.01%
N/A
24.5K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-975
- 16.29%
N/A
5.01K $0
SBUX
Starbucks Corp

Consumer Cyclical
-143
- 5.49%
$91.75 - $115.81 $13.1K - $16.6K
2.46K $240K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-35
- 0.67%
$58.32 - $65.09 $2.04K - $2.28K
5.18K $308K
IEFA
Ishares Tr

ETFs
-200
- 4.7%
$69.57 - $78.65 $13.9K - $15.7K
4.06K $310K
LINC
Lincoln Educational Services Corp

Consumer Defensive
-607
- 1.34%
$14.44 - $18.55 $8.77K - $11.3K
44.6K $728K
MPC
Marathon Petroleum Corp

Energy
-9
- 0.37%
$134.72 - $159.03 $1.21K - $1.43K
2.4K $349K
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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