Secure Asset Management, LLC Portfolio Holdings

Secure Asset Management, LLC

  • $585 Million
  • Q3 2025

Secure Asset Management, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $585 Million distributed in 312 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $31.8M, Nvidia Corp with a value of $24.8M, Vanguard Index Fds S&P 500 ETF with a value of $23.5M, Apple Inc. with a value of $15.9M, and Invesco Exchange Traded Fd Tr with a value of $15.3M.

Examining the 13F form we can see an increase of $65.1M in the current position value, from $520M to 585M.

Below you can find more details about Secure Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $585 Million
ETFs: $284 Million
Technology: $106 Million
Financial Services: $50.6 Million
Consumer Cyclical: $31.4 Million
Consumer Defensive: $25.2 Million
Communication Services: $23.1 Million
Healthcare: $20.4 Million
Industrials: $19.3 Million
Other: $24.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$451B
$24.8 Million 4.24% of portfolio
132,993
Q3 2025 Added 1.74%
$4.22T
$15.9 Million 2.72% of portfolio
62,425
Q3 2025 Added 4.26%
$3.86T
$11.5 Million 1.97% of portfolio
22,291
Q3 2025 Added 7.27%
$1.4T
$8.63 Million 1.48% of portfolio
19,405
Q3 2025 Reduced 5.46%
$415B
$7.47 Million 1.28% of portfolio
8,074
Q3 2025 Reduced 1.03%
$0
$7.08 Million 1.21% of portfolio
472,500
Q3 2025 Added 8.96%
$2.26T
$6.61 Million 1.13% of portfolio
30,098
Q3 2025 Added 13.35%
$2.77B
$5.69 Million 0.97% of portfolio
17,674
Q3 2025 Added 8.98%
$568B
$5.51 Million 0.94% of portfolio
16,150
Q3 2025 Added 48.37%
$760B
$5.39 Million 0.92% of portfolio
7,060
Q3 2025 Added 39.28%
$1.5T
$5.06 Million 0.86% of portfolio
20,799
Q3 2025 Reduced 5.27%
$288B
$4.99 Million 0.85% of portfolio
48,380
Q3 2025 Added 26.51%
$108B
$4.88 Million 0.83% of portfolio
9,952
Q3 2025 Added 31.41%
$1.53T
$4.66 Million 0.8% of portfolio
16,674
Q3 2025 Added 12.81%
$184B
$4.4 Million 0.75% of portfolio
44,873
Q3 2025 Added 27.03%
$226B
$4.25 Million 0.73% of portfolio
13,969
Q3 2025 Added 40.15%
$263B
$3.93 Million 0.67% of portfolio
16,589
Q3 2025 Added 71.16%
$24.2B
$3.85 Million 0.66% of portfolio
17,467
Q3 2025 Added 7.05%
$81B
$3.82 Million 0.65% of portfolio
57,018
Q3 2025 Added 57.11%
$173B
$3.68 Million 0.63% of portfolio
38,594
Q3 2025 Added 31.21%
$3.61B
$3.66 Million 0.63% of portfolio
37,764
Q3 2025 Added 63.01%
$26.4B
$3.71 Million 0.63% of portfolio
19,640
Q3 2025 New
$29.9B
$3.61 Million 0.62% of portfolio
4,380
Q3 2025 Reduced 24.51%
$133B
$3.63 Million 0.62% of portfolio
5,198
Q3 2025 Added 77.83%
$2.68B
$3.55 Million 0.61% of portfolio
48,441
Q3 2025 Reduced 5.01%
$12.3B
$3.2 Million 0.55% of portfolio
19,145
Q3 2025 Added 5.5%
$646B
$3.22 Million 0.55% of portfolio
6,400
Q3 2025 Reduced 10.94%
$470B
$3.13 Million 0.54% of portfolio
27,763
Q3 2025 Added 18.71%
$0
$2.85 Million 0.49% of portfolio
137,055
Q3 2025 Reduced 22.52%
$359B
$2.79 Million 0.48% of portfolio
18,127
Q3 2025 Added 29.41%
$742B
$2.76 Million 0.47% of portfolio
9,829
Q3 2025 Reduced 26.48%
$400B
$2.75 Million 0.47% of portfolio
6,786
Q3 2025 Reduced 4.18%
$169B
$2.77 Million 0.47% of portfolio
63,042
Q3 2025 Added 177.61%
$88.2B
$2.75 Million 0.47% of portfolio
12,472
Q3 2025 Added 182.56%
$413B
$2.7 Million 0.46% of portfolio
52,381
Q3 2025 Added 12.27%
$4.37B
$2.68 Million 0.46% of portfolio
54,605
Q3 2025 Added 20.48%
$308B
$2.62 Million 0.45% of portfolio
39,507
Q3 2025 Added 35.96%
$301B
$2.65 Million 0.45% of portfolio
17,084
Q3 2025 Added 19.71%
$64.2B
$2.48 Million 0.42% of portfolio
12,183
Q3 2025 Added 1.4%
$222B
$2.4 Million 0.41% of portfolio
28,632
Q3 2025 Reduced 34.34%
$236B
$2.1 Million 0.36% of portfolio
12,952
Q3 2025 Added 35.95%
$48.4B
$2.02 Million 0.35% of portfolio
29,973
Q3 2025 Added 671.11%
$86.1B
$1.98 Million 0.34% of portfolio
28,398
Q3 2025 Added 27.47%
$68.5B
$2.01 Million 0.34% of portfolio
23,810
Q3 2025 Reduced 11.09%
$0
$1.98 Million 0.34% of portfolio
141,017
Q3 2025 Reduced 20.5%
$223B
$1.96 Million 0.34% of portfolio
14,664
Q3 2025 Added 38.81%
$93.5B
$1.96 Million 0.33% of portfolio
5,740
Q3 2025 Added 19.26%
$10.9B
$1.95 Million 0.33% of portfolio
48,847
Q3 2025 Added 41.74%
$139B
$1.81 Million 0.31% of portfolio
5,484
Q3 2025 Added 6.32%

Summary

  • Portfolio
  • No. of Stocks 312
  • Current Value $585 Million
  • Prior Value $520 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 30 stocks
  • Additional Purchases 142 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 112 stocks
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