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
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
23.1K
+ 18.31%
$19.42 - $19.76 $448K - $456K
149K $2.9M
PFE
Pfizer Inc

Healthcare
21.3K
+ 31.98%
$24.8 - $30.19 $528K - $643K
87.9K $2.33M
WM
Waste Management Inc

Industrials
2.04K
+ 114.16%
$201.79 - $228.46 $412K - $466K
3.83K $772K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
22.5K
+ 18.57%
$20.08 - $20.61 $451K - $463K
144K $2.89M
WMT
Walmart Inc.

Consumer Defensive
1.78K
+ 7.21%
$79.1 - $95.7 $141K - $171K
26.5K $2.4M
GOOG
Alphabet Inc.

Communication Services
570
+ 4.58%
$163.08 - $198.16 $93K - $113K
13K $2.48M
XLY
Select Sector Spdr Consumer Di

ETFs
1.62K
+ 109.94%
$194.8 - $239.43 $315K - $387K
3.08K $691K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
24.6K
+ 18.81%
$18.28 - $18.87 $450K - $464K
155K $2.85M
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.62K
+ 1.65%
$50.63 - $59.0 $81.8K - $95.3K
99.7K $5.4M
SCHW
Schwab Charles Corp

Financial Services
2.3K
+ 10.09%
$63.31 - $82.85 $145K - $190K
25.1K $1.86M
DE
Deere & CO

Industrials
845
New
$389.45 - $466.0 $329K - $394K
845 $358K
CVX
Chevron Corp

Energy
2.66K
+ 18.64%
$141.15 - $162.53 $376K - $433K
16.9K $2.45M
MCI
Barings Corporate Investors

Financial Services
13K
+ 8.05%
$18.88 - $20.81 $246K - $271K
175K $3.56M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
4.79K
New
$70.31 - $77.39 $337K - $371K
4.79K $337K
MPC
Marathon Petroleum Corp

Energy
2.41K
New
$131.65 - $174.84 $317K - $420K
2.41K $335K
IBM
International Business Machines Corp

Technology
1.5K
+ 55.08%
$204.9 - $238.04 $306K - $356K
4.21K $925K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
8.52K
+ 38.14%
$43.84 - $48.76 $374K - $416K
30.9K $1.36M
SHW
Sherwin Williams CO

Basic Materials
900
New
$338.75 - $399.71 $305K - $360K
900 $305K
AXP
American Express CO

Financial Services
1.01K
New
$267.35 - $305.57 $269K - $308K
1.01K $298K
UBER
Uber Technologies, Inc

Technology
4.78K
New
$59.93 - $86.34 $287K - $413K
4.78K $288K
MDT
Medtronic PLC

Healthcare
3.57K
New
$79.61 - $92.24 $284K - $329K
3.57K $285K
AMGN
Amgen Inc

Healthcare
1.31K
+ 138.39%
$258.78 - $328.31 $338K - $428K
2.25K $585K
ET
Energy Transfer LP

Energy
11.8K
+ 83.82%
$16.05 - $19.86 $190K - $235K
26K $508K
GLW
Corning Inc

Technology
5.72K
New
$44.11 - $49.76 $252K - $284K
5.72K $271K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
622
New
$338.38 - $446.21 $210K - $278K
622 $270K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.78K
New
$29.73 - $30.81 $261K - $271K
8.78K $267K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.86K
New
$66.77 - $71.52 $258K - $276K
3.86K $266K
PR
Permian Resources Corporation

Energy
12.3K
+ 11.06%
$13.41 - $16.21 $165K - $200K
124K $1.78M
MAIN
Main Street Capital Corp

Financial Services
4.5K
New
$49.95 - $58.58 $225K - $264K
4.5K $263K
MRVL
Marvell Technology, Inc.

Technology
2.36K
New
$70.31 - $124.78 $166K - $295K
2.36K $260K
FCOM
Fidelity Covington Tr Msci Com

ETFs
4.45K
New
$54.65 - $61.96 $243K - $275K
4.45K $260K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
2.92K
+ 101.92%
$86.6 - $95.01 $253K - $278K
5.79K $513K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.01K
New
$77.25 - $91.3 $233K - $275K
3.01K $257K
FDN
First Tr Fd Dow Jones

ETFs
268
+ 4.52%
$210.5 - $257.24 $56.4K - $68.9K
6.2K $1.51M
ASML
Asml Holding Nv

Technology
360
New
$658.43 - $872.27 $237K - $314K
360 $249K
PAA
Plains All American Pipeline LP

Energy
14.6K
New
$16.27 - $18.67 $237K - $272K
14.6K $248K
CMCSA
Comcast Corp

Communication Services
6.56K
New
$37.39 - $45.14 $245K - $296K
6.56K $246K
HUM
Humana Inc

Healthcare
962
New
$233.89 - $304.18 $225K - $293K
962 $244K
SBUX
Starbucks Corp

Consumer Cyclical
2.6K
New
$87.44 - $102.5 $228K - $267K
2.6K $237K
C
Citigroup Inc

Financial Services
3.38K
New
$61.31 - $72.5 $207K - $245K
3.38K $237K
DUK
Duke Energy Corp

Utilities
2.19K
New
$105.76 - $120.76 $232K - $265K
2.19K $236K
SHV
Ishares Tr

ETFs
2.1K
New
$109.92 - $110.57 $231K - $232K
2.1K $231K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.26K
+ 12.95%
$113.92 - $127.38 $257K - $288K
19.7K $2.27M
DTM
Dt Midstream, Inc.

Energy
2.31K
New
$78.85 - $108.56 $182K - $251K
2.31K $229K
SYK
Stryker Corp

Healthcare
638
+ 50.04%
$345.14 - $392.15 $220K - $250K
1.91K $688K
SQ
Block, Inc.

Technology
108
+ 0.89%
$65.06 - $98.92 $7.03K - $10.7K
12.3K $1.05M
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
3.41K
+ 9.33%
$37.85 - $46.65 $129K - $159K
39.9K $1.65M
MSI
Motorola Solutions, Inc.

Technology
475
New
$449.08 - $504.6 $213K - $240K
475 $219K
MMM
3 M CO

Industrials
1.64K
New
$124.74 - $137.12 $205K - $225K
1.64K $211K
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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