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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.8 Million 5.44% of portfolio
530,150
Q3 2025 Added 22.38%
$0
$23.5 Million 4.03% of portfolio
38,450
Q3 2025 Reduced 8.85%
$0
$15.3 Million 2.61% of portfolio
61,724
Q3 2025 Added 36.81%
$0
$14.2 Million 2.43% of portfolio
21,233
Q3 2025 Added 21.35%
$0
$12.3 Million 2.11% of portfolio
296,752
Q3 2025 Added 14.89%
$0
$12.1 Million 2.07% of portfolio
228,482
Q3 2025 Added 24.51%
$0
$12 Million 2.05% of portfolio
240,724
Q3 2025 Added 23.59%
$0
$11.9 Million 2.03% of portfolio
260,226
Q3 2025 Added 21.83%
$0
$10.9 Million 1.86% of portfolio
214,083
Q3 2025 Added 4.12%
$0
$8.77 Million 1.5% of portfolio
64,889
Q3 2025 Added 7.49%
$0
$7.1 Million 1.21% of portfolio
168,965
Q3 2025 Added 25.07%
$0
$6.92 Million 1.18% of portfolio
10,388
Q3 2025 Reduced 60.71%
$0
$5.71 Million 0.98% of portfolio
41,404
Q3 2025 Added 14.42%
$0
$4.84 Million 0.83% of portfolio
8,062
Q3 2025 Reduced 3.74%
$0
$4.25 Million 0.73% of portfolio
21,707
Q3 2025 Reduced 1.36%
$0
$4.1 Million 0.7% of portfolio
128,641
Q3 2025 Added 63.34%
$0
$3.55 Million 0.61% of portfolio
50,039
Q3 2025 Added 6.58%
$0
$3.53 Million 0.6% of portfolio
45,146
Q3 2025 Added 5.8%
$0
$3.45 Million 0.59% of portfolio
76,933
Q3 2025 Added 29.47%
$0
$3.45 Million 0.59% of portfolio
15,513
Q3 2025 Added 0.55%
$0
$3.37 Million 0.58% of portfolio
48,409
Q3 2025 Added 31.01%
$0
$2.97 Million 0.51% of portfolio
47,907
Q3 2025 Reduced 22.92%
$0
$2.76 Million 0.47% of portfolio
8,980
Q3 2025 Reduced 33.74%
$0
$2.52 Million 0.43% of portfolio
36,788
Q3 2025 New
$0
$2.45 Million 0.42% of portfolio
20,626
Q3 2025 Reduced 5.93%
$0
$2.4 Million 0.41% of portfolio
11,765
Q3 2025 Added 208.87%
$0
$2.17 Million 0.37% of portfolio
20,690
Q3 2025 Reduced 1.37%
$127B
$2.1 Million 0.36% of portfolio
5,909
Q3 2025 Added 4.99%
$0
$2.12 Million 0.36% of portfolio
6,455
Q3 2025 Reduced 9.61%
$0
$2.04 Million 0.35% of portfolio
23,371
Q3 2025 New
$0
$2.05 Million 0.35% of portfolio
4,410
Q3 2025 Reduced 0.59%
$0
$1.96 Million 0.34% of portfolio
6,675
Q3 2025 Reduced 30.86%
$0
$1.99 Million 0.34% of portfolio
4,240
Q3 2025 Reduced 14.05%
$0
$1.77 Million 0.3% of portfolio
12,782
Q3 2025 Added 67.94%
$0
$1.71 Million 0.29% of portfolio
36,691
Q3 2025 Added 70.6%
$0
$1.73 Million 0.29% of portfolio
22,022
Q3 2025 Reduced 8.63%
$0
$1.66 Million 0.28% of portfolio
32,310
Q3 2025 Added 71.66%
$0
$1.65 Million 0.28% of portfolio
75,966
Q3 2025 Reduced 11.39%
$0
$1.57 Million 0.27% of portfolio
2,109
Q2 2025 Added 32.39%
$0
$1.53 Million 0.26% of portfolio
52,432
Q3 2025 Added 68.23%
$0
$1.21 Million 0.21% of portfolio
15,885
Q3 2025 Reduced 28.14%
$0
$1.22 Million 0.21% of portfolio
12,140
Q3 2025 Reduced 0.36%
$0
$1.26 Million 0.21% of portfolio
4,940
Q3 2025 Reduced 16.23%
$0
$1.11 Million 0.19% of portfolio
16,978
Q3 2025 Reduced 34.86%
$0
$1.09 Million 0.19% of portfolio
39,916
Q3 2025 Reduced 1.98%
$0
$1.06 Million 0.18% of portfolio
19,659
Q3 2025 New
$0
$1.02 Million 0.18% of portfolio
5,624
Q3 2025 Reduced 5.62%
$0
$967,000 0.17% of portfolio
3,431
Q3 2025 Reduced 11.41%
$0
$974,000 0.17% of portfolio
8,808
Q3 2025 Added 29.85%

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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