Secure Asset Management, LLC Incresed Positions in Q4 2025

Secure Asset Management, LLC

  • $609 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
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
IUSB
Ishares Core Total Usd Bond Ma

ETFs
23.8K
+ 64.89%
$46.57 - $47.16 $1.11M - $1.12M
60.5K $2.82M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
7.75K
+ 11.95%
$132.67 - $138.39 $1.03M - $1.07M
72.6K $9.74M
CGDV
Capital Group Divid Value ETF

ETFs
16.1K
+ 9.54%
$41.33 - $43.47 $666K - $701K
185K $7.94M
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
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
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
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
XLE
Energy Sector Spdr

ETFs
3.87K
+ 73.87%
$85.22 - $92.02 $330K - $356K
9.12K $839K
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
KO
Coca Cola CO

Consumer Defensive
1.02K
+ 2.58%
$66.1 - $71.61 $67.3K - $72.9K
40.5K $2.86M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
2.08K
+ 75.13%
$107.46 - $115.73 $223K - $240K
4.84K $534K
VTI
Vanguard Total Stock Market Et

ETFs
643
+ 9.96%
$321.8 - $337.95 $207K - $217K
7.1K $2.34M
XOM
Exxon Mobil Corp

Energy
729
+ 2.63%
$110.64 - $119.78 $80.7K - $87.3K
28.5K $3.35M
SIL
Global X Silver Miners ETF

ETFs
3.24K
+ 88.13%
$62.2 - $79.85 $201K - $259K
6.91K $472K
MCD
Mcdonalds Corp

Consumer Cyclical
626
+ 4.48%
$293.81 - $310.11 $184K - $194K
14.6K $4.45M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.93K
+ 6.81%
$49.98 - $50.22 $246K - $247K
77.3K $3.87M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
1.96K
+ 4.05%
$69.23 - $72.13 $136K - $141K
50.4K $3.57M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
3.58K
+ 18.23%
$52.81 - $55.35 $189K - $198K
23.2K $1.26M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.68K
+ 5.93%
$77.73 - $78.84 $208K - $211K
47.8K $3.73M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
485
+ 31.82%
$325.34 - $368.61 $158K - $179K
2.01K $693K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.12K
+ 6.23%
$70.19 - $72.57 $219K - $226K
53.2K $3.73M
EIX
Edison International

Utilities
1.03K
+ 3.11%
$52.12 - $59.08 $53.5K - $60.7K
34.1K $2M
BSX
Boston Scientific Corp

Healthcare
1.38K
+ 23.34%
$94.95 - $104.98 $131K - $145K
7.3K $749K
IWD
Ishares Russell 1000 Val ETF

ETFs
760
+ 6.46%
$199.44 - $208.01 $152K - $158K
12.5K $2.56M
GE
General Electric CO

Industrials
546
+ 15.15%
$291.49 - $314.28 $159K - $172K
4.15K $1.25M
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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