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
$259B
$1.43 Million 0.24% of portfolio
1,797
Q3 2025 Added 0.34%
$0
$1.43 Million 0.24% of portfolio
85,665
Q3 2025 Added 3.73%
$871B
$1.37 Million 0.23% of portfolio
4,333
Q3 2025 Reduced 18.46%
$409B
$1.33 Million 0.23% of portfolio
5,732
Q3 2025 Reduced 12.15%
$25.8B
$1.33 Million 0.23% of portfolio
8,329
Q3 2025 Added 0.85%
$0
$1.33 Million 0.23% of portfolio
86,164
Q3 2025 Added 23.15%
$607M
$1.31 Million 0.22% of portfolio
56,125
Q3 2025 Added 0.18%
$129B
$1.26 Million 0.22% of portfolio
5,850
Q3 2025 Added 1.3%
$0
$1.21 Million 0.21% of portfolio
15,885
Q3 2025 Reduced 28.14%
$0
$1.22 Million 0.21% of portfolio
12,140
Q3 2025 Reduced 0.36%
$0
$1.26 Million 0.21% of portfolio
4,940
Q3 2025 Reduced 16.23%
$356B
$1.17 Million 0.2% of portfolio
6,400
Q3 2025 Reduced 16.96%
$3.18B
$1.11 Million 0.19% of portfolio
55,665
Q3 2025 Reduced 19.28%
$0
$1.11 Million 0.19% of portfolio
16,978
Q3 2025 Reduced 34.86%
$0
$1.09 Million 0.19% of portfolio
39,916
Q3 2025 Reduced 1.98%
$384B
$1.09 Million 0.19% of portfolio
6,738
Q3 2025 Added 11.91%
$335B
$1.08 Million 0.19% of portfolio
3,604
Q3 2025 Added 23.21%
$253B
$1.04 Million 0.18% of portfolio
3,694
Q3 2025 Reduced 5.91%
$36.1B
$1.07 Million 0.18% of portfolio
7,929
Q3 2025 Reduced 2.17%
$0
$1.06 Million 0.18% of portfolio
19,659
Q3 2025 New
$0
$1.02 Million 0.18% of portfolio
5,624
Q3 2025 Reduced 5.62%
$0
$967,000 0.17% of portfolio
3,431
Q3 2025 Reduced 11.41%
$0
$974,000 0.17% of portfolio
8,808
Q3 2025 Added 29.85%
$0
$1.02 Million 0.17% of portfolio
14,153
Q3 2025 Added 8.01%
$1.53T
$935,000 0.16% of portfolio
3,841
Q3 2025 Added 7.29%
$0
$874,000 0.15% of portfolio
3,196
Q3 2025 Reduced 0.16%
$0
$891,000 0.15% of portfolio
4,260
Q2 2025 Reduced 6.89%
$502B
$885,000 0.15% of portfolio
4,773
Q3 2025 Reduced 4.18%
$106B
$901,000 0.15% of portfolio
9,515
Q3 2025 Reduced 0.5%
$0
$844,000 0.14% of portfolio
4,035
Q3 2025 Reduced 1.87%
$552B
$811,000 0.14% of portfolio
677
Q3 2025 Added 11.35%
$14.3B
$803,000 0.14% of portfolio
2,057
Q3 2025 Reduced 5.16%
$265B
$819,000 0.14% of portfolio
2,466
Q3 2025 Added 3.35%
$0
$808,000 0.14% of portfolio
9,069
Q4 2024 New
$60.3B
$753,000 0.13% of portfolio
6,700
Q3 2025 Reduced 7.65%
$442B
$754,000 0.13% of portfolio
1
Q1 2023 New
$114B
$749,000 0.13% of portfolio
11,341
Q3 2025 Reduced 3.75%
$342B
$693,000 0.12% of portfolio
2,008
Q3 2025 Reduced 27.67%
$0
$703,000 0.12% of portfolio
32,327
Q3 2025 Reduced 16.5%
$196B
$689,000 0.12% of portfolio
4,641
Q3 2025 Added 4.08%
$49.6B
$697,000 0.12% of portfolio
58,335
Q3 2025 Reduced 21.03%
$139B
$692,000 0.12% of portfolio
27,161
Q3 2025 Reduced 19.74%
$44.4B
$729,000 0.12% of portfolio
2,436
Q2 2025 Added 1.8%
$0
$628,000 0.11% of portfolio
12,665
Q2 2025 Reduced 0.51%
$0
$626,000 0.11% of portfolio
11,567
Q3 2025 Reduced 59.92%
$144B
$634,000 0.11% of portfolio
1,717
Q3 2025 Reduced 7.98%
$0
$665,000 0.11% of portfolio
5,620
Q3 2025 Added 24.31%
$322B
$620,000 0.11% of portfolio
7,400
Q3 2025 Added 8.3%
$27.6B
$635,000 0.11% of portfolio
4,494
Q3 2025 Added 0.29%

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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