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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.9 Million 4.98% of portfolio
433,214
Q2 2025 Added 12.44%
$0
$24 Million 4.61% of portfolio
42,185
Q2 2025 Added 15.99%
$0
$16.3 Million 3.14% of portfolio
26,437
Q2 2025 Added 187.58%
$0
$10.9 Million 2.09% of portfolio
17,498
Q2 2025 Added 40.33%
$0
$10.7 Million 2.07% of portfolio
258,287
Q2 2025 Reduced 18.1%
$0
$10.4 Million 2.01% of portfolio
205,608
Q2 2025 Added 27.04%
$0
$10.2 Million 1.97% of portfolio
45,116
Q2 2025 Added 10.09%
$0
$9.68 Million 1.86% of portfolio
183,498
Q2 2025 Added 24.79%
$0
$9.62 Million 1.85% of portfolio
213,603
Q2 2025 Reduced 3.37%
$0
$9.59 Million 1.85% of portfolio
194,782
Q2 2025 Reduced 4.11%
$0
$7.77 Million 1.49% of portfolio
60,369
Q2 2025 Added 6.61%
$0
$5.34 Million 1.03% of portfolio
135,098
Q2 2025 Added 39.23%
$0
$4.65 Million 0.89% of portfolio
36,187
Q2 2025 Added 18.42%
$0
$4.62 Million 0.89% of portfolio
8,375
Q2 2025 Added 38.45%
$0
$3.87 Million 0.74% of portfolio
13,552
Q2 2025 New
$0
$3.81 Million 0.73% of portfolio
22,006
Q2 2025 Reduced 7.12%
$0
$3.4 Million 0.65% of portfolio
67,709
Q2 2025 Reduced 63.25%
$0
$3.3 Million 0.63% of portfolio
42,670
Q2 2025 New
$0
$3.26 Million 0.63% of portfolio
46,948
Q2 2025 New
$0
$3.04 Million 0.59% of portfolio
15,428
Q2 2025 Added 3.45%
$0
$2.7 Million 0.52% of portfolio
9,655
Q2 2025 Added 64.03%
$0
$2.57 Million 0.49% of portfolio
59,423
Q2 2025 Added 39.36%
$0
$2.49 Million 0.48% of portfolio
36,952
Q2 2025 Added 41.9%
$0
$2.4 Million 0.46% of portfolio
21,927
Q2 2025 Added 4.37%
$0
$2.3 Million 0.44% of portfolio
78,758
Q2 2025 Added 738.3%
$0
$2.17 Million 0.42% of portfolio
7,141
Q2 2025 Added 20.06%
$0
$2.08 Million 0.4% of portfolio
4,933
Q2 2025 Reduced 10.21%
$0
$2.06 Million 0.4% of portfolio
20,977
Q2 2025 Reduced 7.32%
$0
$1.95 Million 0.38% of portfolio
4,436
Q2 2025 Reduced 6.63%
$0
$1.79 Million 0.34% of portfolio
85,729
Q2 2025 Reduced 53.2%
$0
$1.75 Million 0.34% of portfolio
24,101
Q2 2025 Reduced 8.93%
$0
$1.78 Million 0.34% of portfolio
12,828
Q2 2025 New
$0
$1.72 Million 0.33% of portfolio
21,040
Q2 2025 New
$106B
$1.72 Million 0.33% of portfolio
5,628
Q2 2025 Reduced 9.85%
$0
$1.62 Million 0.31% of portfolio
26,063
Q2 2025 Added 356.84%
$0
$1.43 Million 0.28% of portfolio
41,786
Q2 2025 New
$0
$1.4 Million 0.27% of portfolio
2,109
Q2 2025 Added 32.39%
$0
$1.4 Million 0.27% of portfolio
5,897
Q2 2025 Added 109.48%
$0
$1.43 Million 0.27% of portfolio
28,858
Q2 2025 Added 429.7%
$0
$1.23 Million 0.24% of portfolio
12,184
Q2 2025 New
$0
$1.15 Million 0.22% of portfolio
22,107
Q2 2025 New
$0
$1.09 Million 0.21% of portfolio
5,959
Q2 2025 Added 13.1%
$0
$1.07 Million 0.21% of portfolio
19,349
Q2 2025 Reduced 37.49%
$0
$1.1 Million 0.21% of portfolio
25,825
Q2 2025 Added 252.9%
$0
$1.08 Million 0.21% of portfolio
40,723
Q2 2025 Reduced 57.61%
$0
$1.02 Million 0.2% of portfolio
13,433
Q2 2025 New
$0
$994,000 0.19% of portfolio
21,507
Q2 2025 New
$0
$980,000 0.19% of portfolio
3,873
Q2 2025 Added 14.89%
$0
$978,000 0.19% of portfolio
7,611
Q2 2025 New

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
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