Secure Asset Management, LLC Purchases in Q4 2025

Secure Asset Management, LLC

  • $609 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
37.8K
New
$79.18 - $82.25 $2.99M - $3.11M
37.8K $3.07M
VT
Vanguard Total World Stk Index

ETFs
18.2K
+ 43.86%
$135.16 - $141.78 $2.45M - $2.57M
59.6K $8.29M
NOW
Service Now, Inc.

Technology
2.89K
+ 400.14%
$835.79 - $946.29 $2.42M - $2.74M
3.62K $3.02M
XLU
Utilities Sector Spdr

ETFs
24.8K
+ 106.11%
$87.89 - $92.9 $2.18M - $2.3M
48.2K $4.28M
IWS
Ishares Russell Midcap Value E

ETFs
12.9K
New
$135.66 - $140.93 $1.75M - $1.82M
12.9K $1.78M
IREN
Iris Energy LTD

Financial Services
35.6K
New
$47.02 - $76.41 $1.68M - $2.72M
35.6K $1.77M
SCHG
Schwab Strategic Tr Us Large C

ETFs
50.4K
+ 39.16%
$31.41 - $33.69 $1.58M - $1.7M
179K $5.77M
VGIT
Vanguard Intermediate Term Tre

ETFs
26K
+ 4.91%
$59.84 - $60.54 $1.56M - $1.57M
556K $33.4M
XLK
Technology Sector Spdr

ETFs
3.85K
+ 112.3%
$278.39 - $304.13 $1.07M - $1.17M
7.28K $2.1M
NEAR
Blackrock Short Maturity Bond

ETFs
22.1K
+ 68.51%
$51.08 - $51.37 $1.13M - $1.14M
54.4K $2.78M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
7.75K
+ 11.95%
$132.67 - $138.39 $1.03M - $1.07M
72.6K $9.74M
HTGC
Hercules Capital, Inc.

Financial Services
48.5K
New
$16.7 - $18.75 $810K - $910K
48.5K $852K
CGDV
Capital Group Divid Value ETF

ETFs
16.1K
+ 9.54%
$41.33 - $43.47 $666K - $701K
185K $7.94M
GOOGL
Alphabet Inc.

Communication Services
470
+ 2.26%
$236.57 - $291.31 $111K - $137K
21.3K $5.88M
TFLO
Ishares Treasury Floating Rate

ETFs
15.5K
+ 179.54%
$50.42 - $50.61 $779K - $782K
24.1K $1.22M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.8K
+ 7.38%
$50.55 - $50.74 $798K - $801K
230K $11.6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
26.4K
+ 50.38%
$28.46 - $29.45 $752K - $778K
78.8K $2.29M
DHI
Horton D R Inc

Consumer Cyclical
4.99K
New
$142.43 - $174.95 $711K - $873K
4.99K $710K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.91K
+ 3.1%
$242.67 - $261.79 $464K - $500K
63.6K $16M
SRLN
Ssga Active Trust

ETFs
18.2K
+ 6.12%
$41.05 - $41.54 $746K - $755K
315K $13M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
11.9K
+ 4.94%
$49.78 - $50.16 $592K - $597K
253K $12.6M
BOCT
Innovator U.S. Equity Buffer E

ETFs
13K
New
$47.74 - $49.27 $620K - $639K
13K $630K
JMBS
Janus Detroit Str Tr Henderson

ETFs
14K
+ 5.37%
$45.54 - $46.2 $636K - $646K
274K $12.5M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.21K
+ 27.37%
$454.87 - $482.76 $549K - $583K
5.62K $2.65M
QQQ
Invesco Qqq Trust, Series 1

ETFs
899
+ 11.15%
$589.5 - $635.77 $530K - $572K
8.96K $5.41M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
13K
New
$42.66 - $43.29 $556K - $564K
13K $557K
BNOV
Innovator U.S. Equity Buffer E

ETFs
11.8K
New
$43.16 - $44.58 $509K - $525K
11.8K $515K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.6K
+ 4.64%
$52.76 - $53.18 $559K - $563K
239K $12.6M
AMZN
Amazon Com Inc

Consumer Cyclical
218
+ 0.72%
$213.04 - $254.0 $46.4K - $55.4K
30.3K $7.11M
CRWD
Crowd Strike Holdings, Inc.

Technology
46
+ 0.46%
$482.23 - $557.53 $22.2K - $25.6K
10K $5.37M
XLY
Select Sector Spdr Consumer Di

ETFs
2.02K
+ 98.63%
$228.75 - $242.18 $463K - $490K
4.07K $940K
PWB
Invesco Exchange Traded Fd Tr

ETFs
3.46K
+ 135.91%
$124.19 - $131.31 $430K - $454K
6K $754K
DFIV
Dimensional ETF Tr

ETFs
8.67K
+ 116.95%
$45.13 - $48.25 $391K - $418K
16.1K $770K
TRGP
Targa Resources Corp.

Energy
2.11K
+ 19.61%
$146.3 - $173.23 $309K - $366K
12.9K $2.23M
SPY
Spdr S&P 500 ETF Trust

ETFs
601
+ 5.79%
$653.02 - $687.39 $392K - $413K
11K $7.32M
PVAL
Putnam ETF Tr Putnam Focused L
9K
New
$41.58 - $44.36 $374K - $399K
9K $393K
XLV
Select Sector Spdr Fund Health

ETFs
2.59K
New
$141.95 - $152.82 $367K - $395K
2.59K $392K
XLE
Energy Sector Spdr

ETFs
3.87K
+ 73.87%
$85.22 - $92.02 $330K - $356K
9.12K $839K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.62K
New
$79.55 - $80.13 $368K - $370K
4.62K $367K
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
10.7K
New
$33.56 - $34.42 $359K - $368K
10.7K $365K
GOOG
Alphabet Inc.

Communication Services
490
+ 12.76%
$237.49 - $291.74 $116K - $143K
4.33K $1.24M
IVV
Ishares Core S&P 500 ETF

ETFs
255
+ 1.2%
$656.2 - $690.71 $167K - $176K
21.5K $14.5M
DELL
Dell Technologies Inc.

Technology
2.82K
+ 26.31%
$133.76 - $164.88 $377K - $465K
13.5K $1.81M
NVDA
Nvidia Corp

Technology
1.52K
+ 1.14%
$179.83 - $207.04 $273K - $315K
135K $25.1M
AVGO
Broadcom Inc.

Technology
602
+ 10.98%
$324.63 - $385.98 $195K - $232K
6.09K $2.09M
CMCSA
Comcast Corp

Communication Services
9.42K
New
$26.98 - $31.09 $254K - $293K
9.42K $256K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
891
New
$242.45 - $294.48 $216K - $262K
891 $255K
IBB
Ishares Biotechnology ETF

ETFs
1.53K
New
$148.51 - $164.96 $227K - $252K
1.53K $251K
GM
General Motors CO

Consumer Cyclical
3.52K
New
$55.35 - $71.89 $195K - $253K
3.52K $248K
Activity Summary
Buys All Purchases 222 New Holdings 44 Increased Positions 178 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 6 Puts 1
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