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
CSHI
Shp ETF Tr Neos Enhanced Incom
6
+ 0.1%
N/A
5.99K $0
FLDR
Fidelity Merrimack Str Tr Low

ETFs
56
+ 0.3%
$49.93 - $50.24 $2.8K - $2.81K
18.6K $930K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
56
+ 1.48%
$88.59 - $94.57 $4.96K - $5.3K
3.85K $341K
DD
Du Pont De Nemours, Inc.

Basic Materials
501
+ 13.01%
$75.95 - $88.05 $38.1K - $44.1K
4.35K $331K
DTE
Dte Energy CO

Utilities
132
+ 3.58%
$117.04 - $129.77 $15.4K - $17.1K
3.82K $461K
KHC
Kraft Heinz CO

Consumer Defensive
6.22K
+ 13.29%
$30.1 - $36.02 $187K - $224K
53K $1.63M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
124
+ 3.97%
$131.66 - $144.0 $16.3K - $17.9K
3.25K $428K
MAS
Masco Corp

Industrials
651
+ 11.87%
$72.52 - $85.73 $47.2K - $55.8K
6.13K $445K
IXC
Ishares Tr Global Energy ETF

ETFs
130
+ 1.51%
$36.95 - $43.06 $4.8K - $5.6K
8.72K $332K
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.18%
$183.23 - $199.79 $1.28K - $1.4K
3.8K $702K
SOXX
Ishares Semiconductor ETF

ETFs
7
+ 0.52%
$211.27 - $239.8 $1.48K - $1.68K
1.36K $293K
GD
General Dynamics Corp

Industrials
710
+ 13.13%
$260.28 - $314.03 $185K - $223K
6.12K $1.61M
TGT
Target Corp

Consumer Defensive
1.65K
+ 13.72%
$121.59 - $160.69 $200K - $265K
13.7K $1.85M
CSX
Csx Corp

Industrials
357
+ 2.12%
$31.58 - $36.88 $11.3K - $13.2K
17.2K $554K
LUMN
Lumen Technologies, Inc.

Communication Services
450
+ 2.45%
$5.31 - $10.12 $2.39K - $4.55K
18.8K $99K
GIS
General Mills Inc

Consumer Defensive
24
+ 0.72%
$62.78 - $74.62 $1.51K - $1.79K
3.37K $214K
SO
Southern CO

Utilities
484
+ 5.15%
$81.5 - $94.15 $39.4K - $45.6K
9.88K $813K
VICI
Vici Properties Inc.

Real Estate
5.82K
+ 11.72%
$28.27 - $33.19 $164K - $193K
55.4K $1.62M
PSX
Phillips 66

Energy
10
+ 0.48%
$110.35 - $138.93 $1.1K - $1.39K
2.08K $237K
TDG
Trans Digm Group Inc

Industrials
10
+ 3.38%
$1239.0 - $1442.53 $12.4K - $14.4K
306 $387K
VZ
Verizon Communications Inc

Communication Services
1.49K
+ 7.73%
$39.6 - $45.21 $59.1K - $67.5K
20.8K $831K
GGG
Graco Inc

Industrials
36
+ 0.3%
$81.45 - $92.29 $2.93K - $3.32K
12K $1.01M
CL
Colgate Palmolive CO

Consumer Defensive
12
+ 0.4%
$90.22 - $102.31 $1.08K - $1.23K
2.99K $271K
URI
United Rentals, Inc.

Industrials
19
+ 3.73%
$704.44 - $880.32 $13.4K - $16.7K
529 $372K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
1
+ 0.01%
$20.68 - $23.73 $20.7 - $23.7
15.1K $314K
MCD
Mcdonalds Corp

Consumer Cyclical
223
+ 3.06%
$288.47 - $316.54 $64.3K - $70.6K
7.52K $2.18M
ADBE
Adobe Inc.

Technology
78
+ 7.11%
$437.39 - $552.96 $34.1K - $43.1K
1.18K $522K
IRM
Iron Mountain Inc

Real Estate
127
+ 2.43%
$101.62 - $128.14 $12.9K - $16.3K
5.36K $563K
FVD
First Tr Value Line Divid Inde

ETFs
2.06K
+ 2.57%
$43.4 - $46.7 $89.3K - $96.1K
82.1K $3.58M
CLF
Cleveland Cliffs Inc.

Basic Materials
3.63K
+ 13.06%
$9.24 - $13.94 $33.5K - $50.5K
31.4K $295K
DHI
Horton D R Inc

Consumer Cyclical
84
+ 4.79%
$137.24 - $194.56 $11.5K - $16.3K
1.84K $256K
DOW
Dow Inc.

Basic Materials
931
+ 10.67%
$39.1 - $55.34 $36.4K - $51.5K
9.65K $387K
VT
Vanguard Total World Stk Index

ETFs
117
+ 0.24%
$117.09 - $123.07 $13.7K - $14.4K
49.1K $5.76M
UNH
Unitedhealth Group Inc

Healthcare
462
+ 11.01%
$485.52 - $625.25 $224K - $289K
4.66K $2.36M
MP
Mp Materials Corp.

Basic Materials
4.26K
+ 4.22%
$15.6 - $23.11 $66.5K - $98.5K
105K $1.64M
AMD
Advanced Micro Devices Inc

Technology
238
+ 4.16%
$118.88 - $172.8 $28.3K - $41.1K
5.96K $720K
FSLR
First Solar, Inc.

Technology
1.03K
+ 18.29%
$175.88 - $240.66 $182K - $249K
6.69K $1.18M
NEM
Newmont Corp

Basic Materials
4.52K
+ 14.51%
$37.0 - $58.68 $167K - $265K
35.7K $1.33M
CVS
Cvs Health Corp

Healthcare
4.02K
+ 13.76%
$43.78 - $67.46 $176K - $271K
33.3K $1.49M
MRK
Merck & Co., Inc.

Healthcare
293
+ 1.04%
$96.31 - $114.76 $28.2K - $33.6K
28.4K $2.83M
IIPR
Innovative Industrial Properties Inc

Real Estate
2.11K
+ 18.0%
$66.64 - $135.61 $140K - $286K
13.8K $920K
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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