Secure Asset Management, LLC Portfolio Holdings
Secure Asset Management, LLC
- $477 Million
- Q1 2025
Secure Asset Management, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $477 Million distributed in 310 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $22.8M, Vanguard Index Fds S&P 500 ETF with a value of $18.6M, Nvidia Corp with a value of $14.5M, Apple Inc. with a value of $13.5M, and Ssga Active Trust with a value of $13M.
Examining the 13F form we can see an decrease of $155M in the current position value, from $632M to 477M.
Below you can find more details about Secure Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$477 Million
ETFs: $237 Million
Technology: $66.3 Million
Financial Services: $45 Million
Consumer Cyclical: $23.7 Million
Healthcare: $22.9 Million
Consumer Defensive: $21.9 Million
Industrials: $18.7 Million
Energy: $12.9 Million
Other: $26 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 310
- Current Value $477 Million
- Prior Value $632 Million
- Filing
- Period Q1 2025
- Filing Date April 10, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 44 stocks
- Additional Purchases 125 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks