Secure Asset Management, LLC Portfolio Holdings
Secure Asset Management, LLC
- $507 Million
- Q2 2024
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 283
- Current Value $507 Million
- Prior Value $410 Million
- Filing
- Period Q2 2024
- Filing Date July 24, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 77 stocks
- Additional Purchases 124 stocks
- Sold out of 0 stocks
- Reduced holdings in 64 stocks