Secure Asset Management, LLC Portfolio Holdings
Secure Asset Management, LLC
- $632 Million
- Q4 2024
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 $50 Millions to $300 Millions
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