SA

Secure Asset Management, LLC

13F
Secure Asset Management, LLC
Last update 2024-10-16 304 Stocks (43 new)
Value $592.00 Mil Turnover 12 %
Countries:
Top Holdings: VOO(11.22%)AAPL(8.52%)NVDA(3.85%)XLK(3.36%)IVV(2.48%)
Portfolio Report
Summary Stock Picks Current Portfolio
Secure Asset Management, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
125,987
66479.310
+3.34%
11.220
+0.36%
0.010
+11.55%
+21.36%
493529.539
 
AAPL 		Apple Inc
216,557
50457.680
+3.40%
8.520
+0.28%
0.000
+6.90%
+16.50%
3377630.649
Hardware
NVDA 		NVIDIA Corp
187,950
22824.650
+8.58%
3.850
+0.30%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
XLK 		Technology Select Sector SPDR ETF
88,190
19909.790
+2.09%
3.360
+0.07%
0.030
+14.65%
+17.88%
70565.680
 
IVV 		iShares Core S&P 500 ETF
25,506
14712.240
+3.54%
2.480
+0.08%
0.000
+11.39%
+21.32%
545867.438
 
MSFT 		Microsoft Corp
25,890
11140.390
+15.04%
1.880
+0.25%
0.000
+4.32%
+10.02%
3059156.044
Software
META 		Meta Platforms Inc
18,366
10513.220
+2.75%
1.770
+0.05%
0.000
+20.44%
+62.21%
1445092.971
Interactive Media
FV 		First Trust Dorsey Wright Focus 5 ETF
159,513
9294.850
-9.57%
1.570
-0.18%
0.250
+14.00%
+13.56%
3789.783
 
AMZN 		Amazon.com Inc
49,478
9219.300
+7.66%
1.560
+0.11%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
XMHQ 		Invesco S&P MidCap Quality ETF
82,098
8421.600
+0.22%
1.420
0%
0.140
+7.45%
+14.74%
5874.303
 

Secure Asset Management, LLC's Historical Top Holdings Breakdowns

Secure Asset Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGIT 		Vanguard Intermediate-Term Government Bond ETF2024-09-30New Buy
+0.86%
●
57.8 ($59.68) 60.8
$58.60
-1.81%
New holding
84,774
84,774
HYMU 		iShares High Yield Muni Income Active ETF2024-09-30New Buy
+0.85%
●
22.51 ($22.97) 23.25
$22.90
-0.30%
New holding
216,789
216,789
JMBS 		Janus Henderson Mortgage-Backed Securities ETF2024-09-30New Buy
+0.85%
●
44.13 ($45.96) 47.01
$44.99
-2.11%
New holding
108,066
108,066
LMBS 		First Trust Low Duration Mortgage Opportunities ET2024-09-30New Buy
+0.83%
●
47.95 ($48.95) 49.61
$48.70
-0.51%
New holding
99,165
99,165
FLDR 		Fidelity Low Duration Bond Factor ETF2024-09-30Reduce
-0.77%
●
49.88 ($50.22) 50.45
$50.06
-0.32%
Reduce -81.58%
18,571
-82,224
PULS 		PGIM Ultra Short Bond ETF2024-09-30Reduce
-0.49%
●
49.47 ($49.64) 49.8
$49.58
-0.12%
Reduce -74.82%
17,350
-51,554
BSCO 		Invesco BulletShares 2024 Corporate Bond ETF2024-09-30Sold Out
-0.43%
●
21.05 ($21.1) 21.17
$21.14
0.19%
Sold Out
0
-108,353
SRLN 		SPDR Blackstone Senior Loan ETF2024-09-30Reduce
-0.39%
●
40.93 ($41.62) 41.85
$41.64
0.05%
Reduce -21.07%
182,120
-48,612
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.36%
●
496.64 ($516.09) 527.7
$530.10
2.71%
Add 3.34%
125,987
4,069
NVDA 		NVIDIA Corp2024-09-30Add
+0.30%
●
98.91 ($118.12) 134.91
$139.91
18.45%
Add 8.58%
187,950
14,856

Secure Asset Management, LLC Total Holding History ($B)

To

Secure Asset Management, LLC's Asset Allocation

To

Secure Asset Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Secure Asset Management, LLC's Hypothetical Growth since 2024-09-30

Secure Asset Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Secure Asset Management, LLC's Holdings Heat Map

Size field:

Secure Asset Management, LLC's Holdings Bubble Chart

Secure Asset Management, LLC News

  • 1

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