Secure Asset Management, LLC Portfolio Holdings
Secure Asset Management, LLC
- $568 Million
- Q3 2024
Secure Asset Management, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $568 Million distributed in 306 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 $66.5M, Apple Inc. with a value of $50.4M, Nvidia Corp with a value of $22.8M, Technology Sector Spdr with a value of $19.9M, and Ishares Core S&P 500 ETF with a value of $14.7M.
Examining the 13F form we can see an increase of $61.7M in the current position value, from $507M to 568M.
Below you can find more details about Secure Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$568 Million
ETFs: $302 Million
Technology: $105 Million
Financial Services: $29 Million
Consumer Cyclical: $22.4 Million
Communication Services: $18.8 Million
Healthcare: $18 Million
Consumer Defensive: $17.7 Million
Industrials: $16.7 Million
Other: $33.9 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 306
- Current Value $568 Million
- Prior Value $507 Million
- Filing
- Period Q3 2024
- Filing Date October 16, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 44 stocks
- Additional Purchases 158 stocks
- Sold out of 0 stocks
- Reduced holdings in 77 stocks