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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68B
$444,000 0.09% of portfolio
9,813
Q2 2025 Added 0.68%
$169B
$474,000 0.09% of portfolio
874
Q2 2025 Reduced 32.41%
$26.8B
$476,000 0.09% of portfolio
4,641
Q2 2025 New
$75.3B
$461,000 0.09% of portfolio
14,144
Q2 2025 Reduced 0.31%
$99B
$471,000 0.09% of portfolio
10,189
Q2 2025 Reduced 3.07%
$173B
$411,000 0.08% of portfolio
2,582
Q2 2025 Reduced 84.2%
$12.3B
$406,000 0.08% of portfolio
22,168
Q2 2025 Added 40.54%
$79.3B
$434,000 0.08% of portfolio
2,617
Q2 2025 Added 9.22%
$66.3B
$392,000 0.08% of portfolio
5,075
Q2 2025 Added 54.44%
$95.8B
$405,000 0.08% of portfolio
3,439
Q2 2025 Reduced 4.29%
$26.4B
$403,000 0.08% of portfolio
862
Q2 2025 New
$87.2B
$345,000 0.07% of portfolio
1,782
Q2 2025 New
$22.7B
$346,000 0.07% of portfolio
1,554
Q2 2025 Added 48.85%
$55.6B
$378,000 0.07% of portfolio
7,189
Q2 2025 Added 18.57%
$123B
$359,000 0.07% of portfolio
2,404
Q2 2025 Added 0.12%
$61.8B
$367,000 0.07% of portfolio
1,643
Q2 2025 New
$70.1B
$381,000 0.07% of portfolio
2,448
Q2 2025 Added 2.86%
$96.6B
$387,000 0.07% of portfolio
555
Q2 2025 New
$153B
$335,000 0.06% of portfolio
660
Q2 2025 Reduced 1.49%
$50.2B
$288,000 0.06% of portfolio
5,592
Q2 2025 Added 0.76%
$79.5B
$337,000 0.06% of portfolio
2,698
Q2 2025 New
$36B
$298,000 0.06% of portfolio
4,352
Q2 2025 Added 0.02%
$48.9B
$306,000 0.06% of portfolio
3,106
Q2 2025 Added 37.68%
$157B
$326,000 0.06% of portfolio
843
Q2 2025 Added 4.98%
$78.6B
$327,000 0.06% of portfolio
780
Q2 2025 New
$152B
$323,000 0.06% of portfolio
1,458
Q2 2025 Added 11.38%
$27.4B
$326,000 0.06% of portfolio
2,008
Q2 2025 Added 48.41%
$24.6B
$269,000 0.05% of portfolio
1,965
Q2 2025 Added 3.2%
$51B
$266,000 0.05% of portfolio
3,570
Q2 2025 Added 0.03%
$185B
$280,000 0.05% of portfolio
3,290
Q2 2025 Added 3.72%
$15.3B
$255,000 0.05% of portfolio
9,631
Q2 2025 Reduced 1.41%
$52.6B
$278,000 0.05% of portfolio
3,887
Q2 2025 Reduced 5.4%
$48.5B
$241,000 0.05% of portfolio
232
Q2 2025 New
$95.3B
$242,000 0.05% of portfolio
1,095
Q2 2025 Added 8.09%
$73.8B
$277,000 0.05% of portfolio
1,126
Q2 2025 Reduced 8.6%
$146B
$260,000 0.05% of portfolio
1,118
Q2 2025 Reduced 14.2%
$92.8B
$277,000 0.05% of portfolio
809
Q1 2025 Reduced 10.11%
$79.9B
$242,000 0.05% of portfolio
776
Q2 2025 New
$87.3B
$262,000 0.05% of portfolio
1,725
Q2 2025 Added 1.77%
$85.6B
$216,000 0.04% of portfolio
655
Q2 2025 Added 0.46%
$65.4B
$229,000 0.04% of portfolio
2,178
Q2 2025 Reduced 4.72%
$38.3B
$219,000 0.04% of portfolio
1,305
Q2 2025 Reduced 12.88%
$30.3B
$220,000 0.04% of portfolio
3,845
Q2 2025 Reduced 70.96%
$141B
$233,000 0.04% of portfolio
6,545
Q2 2025 New
$108B
$226,000 0.04% of portfolio
2,476
Q2 2025 Added 0.65%
$97B
$224,000 0.04% of portfolio
728
Q2 2025 Reduced 34.47%
$86B
$204,000 0.04% of portfolio
2,958
Q2 2025 New
$32.7B
$183,000 0.04% of portfolio
2,121
Q2 2025 New
$14.2B
$223,000 0.04% of portfolio
5,044
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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