Secure Asset Management, LLC Reduced Holdings in Q4 2025

Secure Asset Management, LLC

  • $609 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.54K
- 11.81%
$600.51 - $631.95 $2.73M - $2.87M
33.9K $21M
EDV
Vanguard Extended Duration Tre

ETFs
-29.5K
- 80.11%
$67.2 - $71.16 $1.98M - $2.1M
7.32K $494K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
-122K
- 86.49%
$13.29 - $14.05 $1.62M - $1.71M
19.1K $264K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.45K
- 81.37%
$459.47 - $491.71 $1.59M - $1.7M
790 $372K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-9.75K
- 47.14%
$100.68 - $106.15 $982K - $1.04M
10.9K $1.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.38K
- 21.5%
$475.68 - $513.11 $655K - $706K
5.02K $2.56M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-24K
- 60.14%
$26.44 - $27.53 $635K - $661K
15.9K $433K
V
Visa Inc.

Financial Services
-654
- 4.05%
$325.75 - $352.42 $213K - $230K
15.5K $5.05M
IYW
Ishares Dj Us Tech ETF

ETFs
-2.58K
- 11.88%
$192.8 - $211.27 $497K - $545K
19.1K $3.81M
MSFT
Microsoft Corp

Technology
-230
- 1.03%
$496.82 - $542.07 $114K - $125K
22.1K $11.2M
ZS
Zscaler, Inc.

Technology
-1.17K
- 47.82%
$292.75 - $336.27 $341K - $392K
1.27K $380K
MCI
Barings Corporate Investors

Financial Services
-18.1K
- 13.22%
$19.62 - $21.29 $355K - $386K
119K $2.5M
BA
Boeing CO

Industrials
-1.02K
- 17.37%
$191.81 - $225.32 $195K - $229K
4.83K $927K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.21K
- 24.77%
$63.25 - $66.24 $266K - $279K
12.8K $820K
NKE
Nike, Inc.

Consumer Cyclical
-580
- 2.04%
$60.8 - $74.57 $35.3K - $43.3K
27.8K $1.75M
BGH
Barings Global Short Duration High Yield Fund

Financial Services
-12.8K
- 14.84%
$14.88 - $15.44 $190K - $197K
73.4K $1.11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.56K
- 7.58%
$114.27 - $121.15 $179K - $189K
19.1K $2.23M
PGR
Progressive Corp

Financial Services
-295
- 4.87%
$203.7 - $246.46 $60.1K - $72.7K
5.76K $1.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.6K
- 31.09%
$52.54 - $55.77 $189K - $201K
7.97K $437K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
-2.56K
- 7.91%
$17.39 - $26.7 $44.5K - $68.3K
29.8K $517K
PFFA
Etfis Ser Tr I

ETFs
-7.88K
- 10.37%
$21.31 - $21.96 $168K - $173K
68.1K $1.47M
VO
Vanguard Mid Cap ETF

ETFs
-400
- 5.99%
$286.27 - $296.23 $115K - $118K
6.28K $1.8M
JPM
Jpmorgan Chase & CO

Financial Services
-306
- 7.06%
$294.11 - $320.41 $90K - $98K
4.03K $1.21M
VV
Vanguard Large Cap ETF

ETFs
-564
- 6.28%
$301.9 - $317.98 $170K - $179K
8.42K $2.61M
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 0.62%
$910.94 - $954.99 $45.5K - $47.7K
8.02K $7.32M
MO
Altria Group, Inc.

Consumer Defensive
-995
- 8.77%
$56.38 - $66.65 $56.1K - $66.3K
10.3K $601K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.59K
- 36.1%
$55.63 - $58.98 $144K - $153K
4.58K $268K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.6K
- 10.08%
$68.28 - $84.44 $109K - $135K
14.3K $1.09M
BJUN
Innovator U.S. Equity Buffer E

ETFs
-2.9K
- 20.23%
N/A
11.4K $446K
ET
Energy Transfer LP

Energy
-4.42K
- 14.23%
$16.29 - $17.01 $72.1K - $75.2K
26.7K $453K
MA
Mastercard Inc

Financial Services
-93
- 11.4%
$536.85 - $580.45 $49.9K - $54K
723 $388K
VST
Vistra Corp.

Utilities
-182
- 9.13%
$171.56 - $210.85 $31.2K - $38.4K
1.81K $316K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-708
- 5.83%
$100.37 - $100.72 $71.1K - $71.3K
11.4K $1.15M
BMAY
Innovator U.S. Equity Buffer E

ETFs
-1.33K
- 14.13%
$43.49 - $44.26 $57.8K - $58.9K
8.08K $355K
IRM
Iron Mountain Inc

Real Estate
-165
- 4.19%
$91.37 - $106.46 $15.1K - $17.6K
3.77K $344K
GS
Goldman Sachs Group Inc

Financial Services
-20
- 1.11%
$744.6 - $838.97 $14.9K - $16.8K
1.78K $1.38M
STZ
Constellation Brands, Inc.

Consumer Defensive
-314
- 16.65%
$127.65 - $142.97 $40.1K - $44.9K
1.57K $203K
ABBV
Abb Vie Inc.

Healthcare
-272
- 4.75%
$211.96 - $244.38 $57.7K - $66.5K
5.46K $1.28M
ARCC
Ares Capital Corp

Financial Services
-2.36K
- 17.07%
$18.9 - $20.61 $44.5K - $48.6K
11.4K $231K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-1.03K
- 11.45%
$46.57 - $47.36 $47.9K - $48.7K
7.95K $374K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-509
- 3.6%
$71.1 - $74.61 $36.2K - $38K
13.6K $975K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-884
- 8.22%
$47.64 - $48.98 $42.1K - $43.3K
9.87K $477K
CTAS
Cintas Corp

Industrials
-60
- 3.8%
$182.04 - $203.64 $10.9K - $12.2K
1.52K $284K
VIG
Vanguard Dividend Appreciation

ETFs
-201
- 3.57%
N/A
5.42K $987K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-747
- 11.77%
$52.36 - $53.83 $39.1K - $40.2K
5.6K $299K
IDEV
Ishares Core Msci Intl Develop

ETFs
-534
- 8.13%
$79.1 - $82.39 $42.2K - $44K
6.04K $490K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-638
- 5.04%
$48.99 - $50.36 $31.3K - $32.1K
12K $598K
HON
Honeywell International Inc

Industrials
-66
- 5.91%
$194.07 - $220.67 $12.8K - $14.6K
1.05K $206K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-524
- 10.14%
$50.59 - $50.93 $26.5K - $26.7K
4.64K $235K
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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