Secure Asset Management, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $410 Million distributed in 229 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $52.9M, Apple Inc. with a value of $36M, Technology Sector Spdr with a value of $18.9M, Ishares Core S&P 500 ETF with a value of $13.8M, and First Trust Dorsey Wright Focu with a value of $12.4M.
Examining the 13F form we can see an increase of $49.6M in the current position value, from $360M to 410M.
Below you can find more details about Secure Asset Management, LLC portfolio as well as his latest detailed transactions.