Secure Asset Management, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $632 Million distributed in 320 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $68M, Apple Inc. with a value of $54.6M, Nvidia Corp with a value of $31M, Technology Sector Spdr with a value of $20.9M, and Ishares Core S&P 500 ETF with a value of $16.4M.

Examining the 13F form we can see an increase of $63.2M in the current position value, from $568M to 632M.

Below you can find more details about Secure Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $632 Million
ETFs: $323 Million
Technology: $126 Million
Financial Services: $33.2 Million
Consumer Cyclical: $29.9 Million
Communication Services: $21.8 Million
Healthcare: $20.3 Million
Industrials: $20.2 Million
Consumer Defensive: $19.2 Million
Other: $32.2 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 320
  • Current Value $632 Million
  • Prior Value $568 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 45 stocks
  • Additional Purchases 197 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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