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
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.02%
$204.22 - $215.05 $204 - $215
4.26K $870K
SO
Southern CO

Utilities
130
+ 1.37%
$90.58 - $99.72 $11.8K - $13K
9.65K $873K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
541
+ 0.63%
$16.25 - $17.0 $8.79K - $9.2K
86.2K $1.4M
ZTS
Zoetis Inc.

Healthcare
351
+ 12.83%
$118.8 - $147.53 $41.7K - $51.8K
3.09K $366K
PAYX
Paychex Inc

Industrials
158
+ 4.39%
$111.08 - $128.59 $17.6K - $20.3K
3.76K $421K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
73K
+ 15.46%
$12.83 - $15.07 $937K - $1.1M
546K $7.04M
SCHW
Schwab Charles Corp

Financial Services
1.1K
+ 2.85%
$91.91 - $97.71 $101K - $107K
39.7K $3.65M
UNH
Unitedhealth Group Inc

Healthcare
32
+ 1.59%
$320.52 - $369.92 $10.3K - $11.8K
2.04K $653K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
51
+ 0.2%
$20.69 - $22.36 $1.06K - $1.14K
25.9K $535K
GNRC
Generac Holdings Inc.

Industrials
1.66K
+ 8.69%
$151.21 - $195.77 $251K - $326K
20.8K $3.15M
ICE
Intercontinental Exchange, Inc.

Financial Services
516
+ 4.76%
$145.59 - $162.64 $75.1K - $83.9K
11.4K $1.73M
VZ
Verizon Communications Inc

Communication Services
1.61K
+ 2.55%
$38.4 - $43.83 $61.8K - $70.5K
64.7K $2.65M
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.05%
$144.33 - $160.86 $866 - $965
13K $1.98M
T
At&T Inc.

Communication Services
680
+ 1.19%
$24.44 - $27.55 $16.6K - $18.7K
57.8K $1.47M
SPOT
Spotify Technology S.A.

Communication Services
285
+ 5.48%
$616.91 - $707.3 $176K - $202K
5.48K $3.49M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.76K
+ 3.08%
$61.89 - $76.13 $109K - $134K
58.8K $3.64M
UBER
Uber Technologies, Inc

Technology
1.05K
+ 2.33%
$91.62 - $100.1 $95.7K - $105K
45.9K $4.21M
HD
Home Depot, Inc.

Consumer Cyclical
102
+ 1.5%
$358.03 - $397.02 $36.5K - $40.5K
6.89K $2.47M
META
Meta Platforms, Inc.

Communication Services
423
+ 7.82%
$609.01 - $751.67 $258K - $318K
5.83K $3.55M
TSLA
Tesla, Inc.

Consumer Cyclical
450
+ 2.32%
$401.99 - $468.37 $181K - $211K
19.9K $8.12M
MSTR
Microstrategy Inc

Technology
2.6K
+ 14.69%
$199.75 - $359.69 $519K - $934K
20.3K $4.05M
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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