Secure Asset Management, LLC Portfolio Holdings
Secure Asset Management, LLC
- $520 Million
- Q2 2025
Secure Asset Management, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $520 Million distributed in 311 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $25.9M, Vanguard Index Fds S&P 500 ETF with a value of $24M, Nvidia Corp with a value of $20.7M, Spdr S&P 500 ETF Trust with a value of $16.3M, and Apple Inc. with a value of $12.3M.
Examining the 13F form we can see an increase of $43M in the current position value, from $477M to 520M.
Below you can find more details about Secure Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$520 Million
ETFs: $263 Million
Technology: $83.8 Million
Financial Services: $47.1 Million
Consumer Cyclical: $25.1 Million
Consumer Defensive: $21.1 Million
Healthcare: $19.1 Million
Communication Services: $17.9 Million
Industrials: $17.7 Million
Other: $25.5 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 311
- Current Value $520 Million
- Prior Value $477 Million
- Filing
- Period Q2 2025
- Filing Date July 10, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 54 stocks
- Additional Purchases 124 stocks
- Sold out of 0 stocks
- Reduced holdings in 113 stocks