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
+7.53%
+22.62%
491555.303
 
AAPL 		Apple Inc
216,557
50457.680
+3.40%
8.520
+0.28%
0.000
+6.07%
+20.86%
3517475.573
Hardware
NVDA 		NVIDIA Corp
187,950
22824.650
+8.58%
3.850
+0.30%
0.000
+34.51%
+181.78%
3414740.351
Semiconductors
XLK 		Technology Select Sector SPDR ETF
88,190
19909.790
+2.09%
3.360
+0.07%
0.030
+10.31%
+20.30%
71864.541
 
IVV 		iShares Core S&P 500 ETF
25,506
14712.240
+3.54%
2.480
+0.08%
0.000
+7.44%
+22.56%
549486.257
 
MSFT 		Microsoft Corp
25,890
11140.390
+15.04%
1.880
+0.25%
0.000
+3.71%
+17.07%
3246320.995
Software
META 		Meta Platforms Inc
18,366
10513.220
+2.75%
1.770
+0.05%
0.000
+28.78%
+68.87%
1512058.825
Interactive Media
FV 		First Trust Dorsey Wright Focus 5 ETF
159,513
9294.850
-9.57%
1.570
-0.18%
0.250
+6.60%
+14.69%
3814.630
 
AMZN 		Amazon.com Inc
49,478
9219.300
+7.66%
1.560
+0.11%
0.000
+6.64%
+27.54%
2030682.281
Retail - Cyclical
XMHQ 		Invesco S&P MidCap Quality ETF
82,098
8421.600
+0.22%
1.420
0%
0.140
-0.79%
+14.03%
5800.601
 

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
$58.91
-1.29%
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
$22.81
-0.71%
New holding
216,789
216,789
JMBS 		Janus Henderson Mortgage-Backed Securities ETF2024-09-30New Buy
+0.85%
●
44.13 ($45.96) 47.01
$45.14
-1.78%
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
-0.52%
New holding
99,165
99,165
FLDR 		Fidelity Low Duration Bond Factor ETF2024-09-30Reduce
-0.77%
●
49.88 ($50.22) 50.45
$50.02
-0.41%
Reduce -81.58%
18,571
-82,224
PULS 		PGIM Ultra Short Bond ETF2024-09-30Reduce
-0.49%
●
49.47 ($49.64) 49.8
$49.76
0.24%
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
$21.13
0.14%
Sold Out
0
-108,353
SRLN 		SPDR Blackstone Senior Loan ETF2024-09-30Reduce
-0.39%
●
40.93 ($41.62) 41.85
$41.95
0.80%
Reduce -21.07%
182,120
-48,612
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.36%
●
496.64 ($516.09) 527.7
$535.21
3.70%
Add 3.34%
125,987
4,069
NVDA 		NVIDIA Corp2024-09-30Add
+0.30%
●
98.91 ($118.12) 134.91
$139.21
17.85%
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

Discussions on Secure Asset Management, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.