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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$470B
$3.13 Million 0.54% of portfolio
27,763
Q3 2025 Added 18.71%
$0
$2.97 Million 0.51% of portfolio
47,907
Q3 2025 Reduced 22.92%
$0
$2.85 Million 0.49% of portfolio
137,055
Q3 2025 Reduced 22.52%
$359B
$2.79 Million 0.48% of portfolio
18,127
Q3 2025 Added 29.41%
$0
$2.76 Million 0.47% of portfolio
8,980
Q3 2025 Reduced 33.74%
$742B
$2.76 Million 0.47% of portfolio
9,829
Q3 2025 Reduced 26.48%
$400B
$2.75 Million 0.47% of portfolio
6,786
Q3 2025 Reduced 4.18%
$169B
$2.77 Million 0.47% of portfolio
63,042
Q3 2025 Added 177.61%
$88.2B
$2.75 Million 0.47% of portfolio
12,472
Q3 2025 Added 182.56%
$413B
$2.7 Million 0.46% of portfolio
52,381
Q3 2025 Added 12.27%
$4.37B
$2.68 Million 0.46% of portfolio
54,605
Q3 2025 Added 20.48%
$308B
$2.62 Million 0.45% of portfolio
39,507
Q3 2025 Added 35.96%
$301B
$2.65 Million 0.45% of portfolio
17,084
Q3 2025 Added 19.71%
$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%
$64.2B
$2.48 Million 0.42% of portfolio
12,183
Q3 2025 Added 1.4%
$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%
$130B
$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%
$236B
$2.1 Million 0.36% of portfolio
12,952
Q3 2025 Added 35.95%
$0
$2.04 Million 0.35% of portfolio
23,371
Q3 2025 New
$48.4B
$2.02 Million 0.35% of portfolio
29,973
Q3 2025 Added 671.11%
$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%
$86.1B
$1.98 Million 0.34% of portfolio
28,398
Q3 2025 Added 27.47%
$68.5B
$2.01 Million 0.34% of portfolio
23,810
Q3 2025 Reduced 11.09%
$0
$1.99 Million 0.34% of portfolio
4,240
Q3 2025 Reduced 14.05%
$0
$1.98 Million 0.34% of portfolio
141,017
Q3 2025 Reduced 20.5%
$223B
$1.96 Million 0.34% of portfolio
14,664
Q3 2025 Added 38.81%
$93.5B
$1.96 Million 0.33% of portfolio
5,740
Q3 2025 Added 19.26%
$10.9B
$1.95 Million 0.33% of portfolio
48,847
Q3 2025 Added 41.74%
$139B
$1.81 Million 0.31% of portfolio
5,484
Q3 2025 Added 6.32%
$13.9B
$1.83 Million 0.31% of portfolio
17,185
Q3 2025 Added 18.97%
$22.3B
$1.83 Million 0.31% of portfolio
33,035
Q3 2025 Added 47.79%
$30B
$1.79 Million 0.31% of portfolio
54,794
Q3 2025 Added 37.31%
$34.3B
$1.81 Million 0.31% of portfolio
10,778
Q3 2025 Reduced 0.86%
$87.6B
$1.83 Million 0.31% of portfolio
10,847
Q3 2025 Added 47.9%
$28.9B
$1.83 Million 0.31% of portfolio
41,095
Q3 2025 Added 23.88%
$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%
$186B
$1.61 Million 0.28% of portfolio
57,083
Q3 2025 Reduced 2.74%
$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%
$38.7B
$1.52 Million 0.26% of portfolio
10,721
Q3 2025 New
$130B
$1.5 Million 0.26% of portfolio
6,057
Q3 2025 Reduced 0.54%
$0
$1.53 Million 0.26% of portfolio
52,432
Q3 2025 Added 68.23%

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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