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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$405B
$2.6 Million 0.5% of portfolio
7,082
Q2 2025 Added 5.72%
$12.7B
$2.6 Million 0.5% of portfolio
18,147
Q2 2025 Added 8.79%
$0
$2.57 Million 0.49% of portfolio
59,423
Q2 2025 Added 39.36%
$0
$2.52 Million 0.49% of portfolio
177,373
Q2 2025 Reduced 8.61%
$442B
$2.52 Million 0.48% of portfolio
23,388
Q2 2025 Reduced 21.24%
$0
$2.49 Million 0.48% of portfolio
36,952
Q2 2025 Added 41.9%
$52.5B
$2.46 Million 0.47% of portfolio
12,015
Q2 2025 Added 12.62%
$0
$2.4 Million 0.46% of portfolio
21,927
Q2 2025 Added 4.37%
$3.82B
$2.34 Million 0.45% of portfolio
23,166
Q2 2025 Added 12.37%
$0
$2.3 Million 0.44% of portfolio
78,758
Q2 2025 Added 738.3%
$368B
$2.23 Million 0.43% of portfolio
14,007
Q2 2025 Reduced 19.91%
$133B
$2.24 Million 0.43% of portfolio
2,923
Q2 2025 New
$381B
$2.21 Million 0.42% of portfolio
46,655
Q2 2025 Reduced 27.34%
$0
$2.17 Million 0.42% of portfolio
7,141
Q2 2025 Added 20.06%
$2.68B
$2.12 Million 0.41% of portfolio
45,324
Q2 2025 New
$306B
$2.06 Million 0.4% of portfolio
29,058
Q2 2025 Reduced 25.58%
$0
$2.06 Million 0.4% of portfolio
20,977
Q2 2025 Reduced 7.32%
$302B
$2.04 Million 0.39% of portfolio
14,271
Q2 2025 Reduced 20.65%
$0
$1.95 Million 0.38% of portfolio
4,436
Q2 2025 Reduced 6.63%
$38.1B
$1.89 Million 0.36% of portfolio
10,872
Q2 2025 Added 21.8%
$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%
$203B
$1.7 Million 0.33% of portfolio
58,691
Q2 2025 Added 11.75%
$261B
$1.74 Million 0.33% of portfolio
9,527
Q2 2025 Reduced 37.24%
$0
$1.62 Million 0.31% of portfolio
26,063
Q2 2025 Added 356.84%
$142B
$1.63 Million 0.31% of portfolio
6,090
Q2 2025 Added 33.96%
$54.7B
$1.56 Million 0.3% of portfolio
26,779
Q2 2025 Reduced 42.44%
$859B
$1.54 Million 0.3% of portfolio
5,314
Q2 2025 Added 32.19%
$94.4B
$1.58 Million 0.3% of portfolio
22,279
Q2 2025 Reduced 27.16%
$113B
$1.55 Million 0.3% of portfolio
3,356
Q2 2025 Reduced 35.12%
$78.6B
$1.51 Million 0.29% of portfolio
11,300
Q2 2025 Reduced 38.14%
$14.4B
$1.46 Million 0.28% of portfolio
14,445
Q2 2025 Reduced 38.11%
$33.2B
$1.43 Million 0.28% of portfolio
8,259
Q2 2025 Added 22.63%
$0
$1.43 Million 0.28% of portfolio
41,786
Q2 2025 New
$229B
$1.44 Million 0.28% of portfolio
10,564
Q2 2025 Reduced 33.36%
$0
$1.39 Million 0.27% of portfolio
82,581
Q2 2025 Added 0.06%
$0
$1.4 Million 0.27% of portfolio
2,109
Q2 2025 Added 32.39%
$86.2B
$1.4 Million 0.27% of portfolio
4,813
Q2 2025 Reduced 38.01%
$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%
$127B
$1.42 Million 0.27% of portfolio
5,158
Q2 2025 Reduced 17.79%
$120B
$1.36 Million 0.26% of portfolio
15,132
Q2 2025 Reduced 31.85%
$102B
$1.35 Million 0.26% of portfolio
7,334
Q2 2025 Reduced 36.4%
$29B
$1.36 Million 0.26% of portfolio
33,172
Q2 2025 Reduced 36.6%
$31.7B
$1.3 Million 0.25% of portfolio
39,905
Q2 2025 Reduced 36.92%
$10.2B
$1.28 Million 0.25% of portfolio
34,463
Q2 2025 Reduced 34.31%

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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