Secure Asset Management, LLC Purchases in Q4 2024

Secure Asset Management, LLC

  • $632 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
42.6K
+ 22.67%
$117.0 - $148.88 $4.98M - $6.34M
231K $31M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
120K
+ 264.24%
$35.45 - $40.33 $4.27M - $4.86M
166K $5.95M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
83.9K
+ 122.18%
$50.62 - $50.97 $4.25M - $4.28M
153K $7.74M
AAPL
Apple Inc.

Technology
1.61K
+ 0.74%
$221.69 - $259.02 $357K - $417K
218K $54.6M
SRLN
Ssga Active Trust

ETFs
50.6K
+ 27.8%
$41.48 - $42.08 $2.1M - $2.13M
233K $9.71M
CGDV
Capital Group Divid Value ETF

ETFs
57.8K
New
$35.16 - $37.12 $2.03M - $2.15M
57.8K $2.04M
EMR
Emerson Electric CO

Industrials
16.4K
New
$108.13 - $134.33 $1.78M - $2.21M
16.4K $2.04M
COP
Conocophillips

Energy
18.7K
New
$95.12 - $114.72 $1.78M - $2.14M
18.7K $1.85M
LMT
Lockheed Martin Corp

Industrials
3.8K
+ 792.28%
$479.66 - $614.62 $1.82M - $2.33M
4.27K $2.08M
NKE
Nike, Inc.

Consumer Cyclical
23.2K
+ 552.47%
$73.36 - $89.13 $1.7M - $2.07M
27.4K $2.08M
AMZN
Amazon Com Inc

Consumer Cyclical
65
+ 0.13%
$180.88 - $232.93 $11.8K - $15.1K
49.5K $10.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8.11K
+ 557.18%
$172.07 - $207.36 $1.39M - $1.68M
9.56K $1.89M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
134
+ 0.11%
$521.84 - $558.82 $69.9K - $74.9K
126K $68M
HD
Home Depot, Inc.

Consumer Cyclical
3.92K
+ 129.16%
$385.02 - $431.37 $1.51M - $1.69M
6.96K $2.71M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
21.6K
New
$55.42 - $61.69 $1.2M - $1.33M
21.6K $1.2M
LLY
Eli Lilly & CO

Healthcare
1.69K
+ 86.35%
$727.2 - $932.06 $1.23M - $1.57M
3.65K $2.81M
GOOGL
Alphabet Inc.

Communication Services
3.48K
+ 21.12%
$161.86 - $196.66 $563K - $684K
19.9K $3.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.84K
+ 47.26%
$481.22 - $538.17 $885K - $990K
5.73K $2.93M
COST
Costco Wholesale Corp

Consumer Defensive
1.08K
+ 89.28%
$873.59 - $994.69 $946K - $1.08M
2.3K $2.1M
PFFA
Etfis Ser Tr I

ETFs
58.1K
+ 19.8%
$21.82 - $23.21 $1.27M - $1.35M
351K $7.7M
PANW
Palo Alto Networks Inc

Technology
8.62K
+ 237.89%
$181.96 - $405.9 $1.57M - $3.5M
12.2K $2.23M
META
Meta Platforms, Inc.

Communication Services
1.13K
+ 6.13%
$554.08 - $632.68 $623K - $712K
19.5K $11.5M
XLK
Technology Sector Spdr

ETFs
1.63K
+ 1.84%
$220.26 - $241.44 $358K - $392K
89.8K $20.9M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.27K
+ 11.18%
$198.04 - $221.51 $647K - $723K
32.5K $6.83M
CLSK
Cleanspark, Inc.

Technology
103K
New
$8.61 - $17.63 $886K - $1.81M
103K $947K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
20.9K
+ 21.07%
$48.48 - $49.47 $1.01M - $1.03M
120K $5.84M
HYMU
Blackrock ETF Tr Ii High Yield
44.3K
+ 20.42%
$22.59 - $23.2 $1M - $1.03M
261K $5.92M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
59.7K
+ 46.56%
$14.88 - $15.58 $888K - $930K
188K $2.84M
BLD
Top Build Corp

Industrials
2.67K
New
$308.96 - $414.77 $824K - $1.11M
2.67K $830K
MSFT
Microsoft Corp

Technology
2.46K
+ 9.49%
$406.35 - $454.46 $999K - $1.12M
28.3K $11.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
17.1K
+ 20.14%
$57.78 - $60.4 $986K - $1.03M
102K $5.91M
TPR
Tapestry, Inc.

Consumer Cyclical
1.65K
+ 4.48%
$43.54 - $66.18 $71.9K - $109K
38.5K $2.52M
JMBS
Janus Detroit Str Tr Henderson

ETFs
23.1K
+ 21.36%
$44.03 - $46.65 $1.02M - $1.08M
131K $5.79M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
9.45K
New
$73.49 - $86.09 $695K - $814K
9.45K $728K
CRWD
Crowd Strike Holdings, Inc.

Technology
896
+ 13.8%
$275.15 - $388.2 $247K - $348K
7.39K $2.53M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
9.07K
New
$70.54 - $79.61 $640K - $722K
9.07K $689K
ZETA
Zeta Global Holdings Corp.

Technology
34.6K
New
$17.37 - $36.74 $600K - $1.27M
34.6K $621K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
74K
+ 293.95%
$26.93 - $84.95 $1.99M - $6.29M
99.2K $2.71M
V
Visa Inc.

Financial Services
739
+ 9.34%
$273.87 - $320.91 $202K - $237K
8.65K $2.73M
CRM
Salesforce, Inc.

Technology
380
+ 5.45%
$270.87 - $367.87 $103K - $140K
7.35K $2.46M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
8.99K
+ 10.96%
$98.47 - $109.35 $886K - $983K
91.1K $8.97M
GS
Goldman Sachs Group Inc

Financial Services
876
+ 158.12%
$486.1 - $608.57 $426K - $533K
1.43K $818K
VTI
Vanguard Total Stock Market Et

ETFs
1.7K
+ 44.01%
$280.04 - $302.45 $477K - $515K
5.58K $1.62M
PLTR
Palantir Technologies Inc.

Technology
6.75K
New
$36.46 - $82.38 $246K - $556K
6.75K $510K
NOW
Service Now, Inc.

Technology
475
New
$867.18 - $1148.42 $412K - $545K
475 $503K
JPM
Jpmorgan Chase & CO

Financial Services
84
+ 0.55%
$205.18 - $250.29 $17.2K - $21K
15.5K $3.71M
AVGO
Broadcom Inc.

Technology
778
+ 16.23%
$159.67 - $250.0 $124K - $195K
5.57K $1.29M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
21.7K
+ 18.14%
$20.6 - $20.71 $448K - $450K
142K $2.92M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
23.2K
+ 18.25%
$19.38 - $19.58 $449K - $453K
150K $2.91M
Activity Summary
Buys All Purchases 242 New Holdings 45 Increased Positions 197 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 3 Puts 0
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