Secure Asset Management, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $507 Million distributed in 283 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 $61M, Apple Inc. with a value of $44.1M, Nvidia Corp with a value of $21.4M, Technology Sector Spdr with a value of $19.5M, and Ishares Core S&P 500 ETF with a value of $13.5M.
Examining the 13F form we can see an increase of $97M in the current position value, from $410M to 507M.
Below you can find more details about Secure Asset Management, LLC portfolio as well as his latest detailed transactions.