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 Market Cap. of Under $50 Millions
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