Secure Asset Management, LLC Purchases in Q1 2025

Secure Asset Management, LLC

  • $477 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
113
+ 31.39%
$662.63 - $776.99 $74.9K - $87.8K
473 $313K
ESP
Espey Mfg & Electronics Corp

Industrials
2.53K
+ 37.92%
$25.42 - $30.26 $64.3K - $76.5K
9.2K $250K
ET
Energy Transfer LP

Energy
3.95K
+ 15.21%
$17.26 - $21.08 $68.2K - $83.2K
29.9K $556K
TFLO
Ishares Treasury Floating Rate

ETFs
851
+ 5.65%
$50.48 - $50.68 $43K - $43.1K
15.9K $806K
IWY
Ishares Tr Russell 200 Growth

ETFs
549
+ 19.26%
$210.19 - $243.33 $115K - $134K
3.4K $715K
PFRL
Pgim ETF Tr Fltg Rate Income E

ETFs
900
+ 10.69%
$49.86 - $50.73 $44.9K - $45.7K
9.32K $465K
ORCL
Oracle Corp

Technology
2.37K
+ 21.76%
$139.81 - $186.47 $331K - $441K
13.2K $1.85M
MMM
3 M CO

Industrials
53
+ 3.23%
$129.7 - $155.12 $6.87K - $8.22K
1.7K $248K
AXP
American Express CO

Financial Services
232
+ 23.04%
$255.39 - $325.87 $59.3K - $75.6K
1.24K $333K
MPLX
Mplx LP

Energy
39
+ 0.71%
$47.88 - $54.65 $1.87K - $2.13K
5.55K $297K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
166
+ 4.32%
$87.68 - $94.52 $14.6K - $15.7K
4.01K $372K
XLC
Select Sector Spdr Tr Communic

ETFs
326
+ 7.79%
$94.84 - $105.31 $30.9K - $34.3K
4.51K $431K
CSCO
Cisco Systems, Inc.

Technology
132
+ 2.03%
$58.74 - $64.87 $7.75K - $8.56K
6.62K $408K
CRM
Salesforce, Inc.

Technology
1.89K
+ 25.75%
$268.36 - $359.95 $508K - $681K
9.24K $2.48M
MA
Mastercard Inc

Financial Services
12
+ 1.56%
$504.67 - $576.31 $6.06K - $6.92K
782 $428K
FSK
Fs Kkr Capital Corp

Financial Services
1.64K
+ 7.72%
$20.47 - $24.06 $33.5K - $39.4K
22.8K $478K
ZTS
Zoetis Inc.

Healthcare
83
+ 3.61%
$156.48 - $175.67 $13K - $14.6K
2.38K $391K
VTV
Vanguard Value ETF

ETFs
57
+ 4.5%
$167.73 - $179.21 $9.56K - $10.2K
1.32K $226K
VTI
Vanguard Total Stock Market Et

ETFs
372
+ 6.67%
$271.18 - $303.12 $101K - $113K
5.95K $1.63M
F
Ford Motor CO

Consumer Cyclical
22
+ 0.03%
$9.12 - $10.43 $201 - $229
77.4K $775K
DTM
Dt Midstream, Inc.

Energy
157
+ 6.79%
$86.95 - $113.75 $13.7K - $17.9K
2.47K $238K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
267
+ 4.04%
$65.27 - $71.18 $17.4K - $19K
6.88K $451K
GLW
Corning Inc

Technology
347
+ 6.07%
$44.91 - $54.25 $15.6K - $18.8K
6.06K $277K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
17
+ 0.65%
$91.45 - $91.75 $1.55K - $1.56K
2.62K $240K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
657
+ 2.17%
$15.12 - $16.04 $9.93K - $10.5K
31K $470K
XLG
Invesco Exchange Traded Fd Tr

ETFs
538
+ 9.31%
$45.72 - $51.73 $24.6K - $27.8K
6.32K $289K
Lam Research Corp
31.3K
New
N/A
31.3K $0
Ishares Bitcoin Trust ETF
9K
+ 18.18%
N/A
58.5K $0
Valued Advisers Tr
9.78K
New
N/A
9.78K $0
Fidelity Wise Origin Bitcoin
451
+ 1.91%
N/A
24K $0
Antelope Enterprise Hldgs Lt
54K
New
N/A
54K $0
Arista Networks Inc
3.02K
New
N/A
3.02K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
951
+ 1.81%
N/A
53.5K $0
Morgan Stanley ETF Trust
7.4K
New
N/A
7.4K $0
Advisors Inner Circle Fd Ii
9.92K
New
N/A
9.92K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
859
+ 1.76%
N/A
49.6K $0
FTGS
First Tr Exchange Traded Fd Gr
13K
+ 13.65%
N/A
109K $0
Volatility Shs Tr
5.87K
+ 125.52%
N/A
10.5K $0
BA
Boeing CO

Industrials
159
+ 3.4%
$148.15 - $186.25 $23.6K - $29.6K
4.83K $823K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
1
+ 0.02%
$47.03 - $47.8 $47 - $47.8
4.86K $228K
GGG
Graco Inc

Industrials
40
+ 0.33%
$80.53 - $87.54 $3.22K - $3.5K
12.1K $1.01M
IVW
Ishares S&P 500 Growth ETF

ETFs
249
+ 6.54%
$92.45 - $106.69 $23K - $26.6K
4.06K $375K
IOO
Ishares Tr Global 100 ETF

ETFs
11
+ 0.32%
$96.2 - $105.12 $1.06K - $1.16K
3.5K $336K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
57
+ 1.41%
$51.45 - $58.51 $2.93K - $3.34K
4.1K $212K
PAVE
Global X Fds Us Infrastructure

ETFs
437
+ 3.44%
$37.31 - $43.82 $16.3K - $19.1K
13.1K $493K
FDX
Fedex Corp

Industrials
37
+ 4.05%
$230.33 - $281.53 $8.52K - $10.4K
950 $231K
ZETA
Zeta Global Holdings Corp.

Technology
8.68K
+ 25.1%
$13.56 - $24.69 $118K - $214K
43.2K $594K
FTA
First Tr Large Cap Value

ETFs
13
+ 0.02%
$74.42 - $80.34 $967 - $1.04K
57K $4.33M
EMR
Emerson Electric CO

Industrials
1.82K
+ 11.07%
$108.64 - $131.17 $198K - $239K
18.3K $2M
Activity Summary
Buys All Purchases 169 New Holdings 44 Increased Positions 125 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 1 Puts 6
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