Secure Asset Management
Latest statistics and disclosures from Secure Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, AAPL, XLK, IVV, FV, and represent 31.54% of Secure Asset Management's stock portfolio.
- Added to shares of these 10 stocks: XMHQ (+$8.2M), VOO (+$5.3M), XLK, FV, FTGS, WMT, NVDA, TSLA, GOOGL, CRWD.
- Started 39 new stock positions in STLD, SCHG, TQQQ, VOE, PMAY, MP, BJUL, BJAN, ITB, SPHQ.
- Reduced shares in these 10 stocks: QQEW, FTXN, XLE, RPAY, AMAT, DECK, RDVI, SMPL, MSFT, VIG.
- Sold out of its positions in AMAT, BMY, DTM, DECK, FHLC, GM, PKB, TBLL, IEF, IWF.
- Secure Asset Management was a net buyer of stock by $31M.
- Secure Asset Management has $425M in assets under management (AUM), dropping by 14.30%.
- Central Index Key (CIK): 0001800692
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Portfolio Holdings for Secure Asset Management
Secure Asset Management holds 228 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 12.4 | $53M | +11% | 110k | 480.70 |
|
| Apple (AAPL) | 8.5 | $36M | 210k | 171.48 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 4.4 | $19M | +34% | 91k | 208.27 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.2 | $14M | 26k | 525.73 |
|
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 2.9 | $12M | +40% | 218k | 57.23 |
|
| NVIDIA Corporation (NVDA) | 2.8 | $12M | +13% | 13k | 903.55 |
|
| First Tr Exchange-traded Nasdaq Bk Etf (FTXO) | 2.6 | $11M | -6% | 406k | 27.14 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 2.1 | $9.0M | +14% | 213k | 42.11 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 1.9 | $8.2M | NEW | 75k | 110.05 |
|
| Amazon (AMZN) | 1.7 | $7.1M | +8% | 40k | 180.38 |
|
| Microsoft Corporation (MSFT) | 1.7 | $7.1M | -12% | 17k | 420.72 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.2 | $5.2M | +6% | 47k | 110.50 |
|
| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 1.0 | $4.4M | +2% | 88k | 49.97 |
|
| Meta Platforms Cl A (META) | 1.0 | $4.3M | +24% | 8.8k | 485.61 |
|
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 1.0 | $4.2M | -2% | 55k | 76.38 |
|
| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 1.0 | $4.1M | -4% | 41k | 99.24 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.9 | $3.9M | +8% | 75k | 52.46 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.9 | $3.8M | +14% | 64k | 59.62 |
|
| Merck & Co (MRK) | 0.9 | $3.7M | -12% | 28k | 131.95 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.9 | $3.7M | +17% | 175k | 20.95 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $3.6M | +4% | 14k | 249.86 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $3.5M | -21% | 19k | 182.61 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $3.5M | -11% | 17k | 200.30 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.8 | $3.5M | +7% | 82k | 42.23 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.8 | $3.4M | 40k | 85.65 |
|
|
| Ultimus Managers Tr Q3 All Seasn Act (QVOY) | 0.8 | $3.4M | +16% | 116k | 29.40 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $3.4M | 29k | 116.24 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.7 | $3.0M | +3% | 60k | 49.70 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.6 | $2.7M | +5% | 55k | 47.89 |
|
| Dollar General (DG) | 0.6 | $2.6M | 17k | 156.06 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.4M | +127% | 16k | 150.93 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.6 | $2.4M | +42% | 15k | 155.84 |
|
| Tesla Motors (TSLA) | 0.5 | $2.2M | +158% | 13k | 175.79 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.5 | $2.2M | +3% | 108k | 20.43 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.5 | $2.2M | +2% | 105k | 20.97 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.5 | $2.2M | +3% | 114k | 19.29 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.5 | $2.2M | +2% | 114k | 19.21 |
|
| Gra (GGG) | 0.5 | $2.2M | 23k | 93.46 |
|
|
| Abbvie (ABBV) | 0.5 | $2.2M | -7% | 12k | 182.10 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.5 | $2.2M | +2% | 109k | 20.07 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.5 | $2.2M | +2% | 119k | 18.30 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.5 | $2.1M | +5% | 28k | 75.40 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.5 | $2.1M | +11% | 130k | 16.39 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $2.1M | +2% | 26k | 80.63 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.5 | $2.1M | -41% | 22k | 94.41 |
|
| Wal-Mart Stores (WMT) | 0.5 | $2.0M | +307% | 34k | 60.17 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $2.0M | +5% | 8.7k | 228.59 |
|
| First Tr Exchange Traded Finls Alphadex (FXO) | 0.4 | $1.9M | -17% | 39k | 47.52 |
|
| Chevron Corporation (CVX) | 0.4 | $1.9M | -6% | 12k | 157.74 |
|
| Visa Com Cl A (V) | 0.4 | $1.8M | -11% | 6.6k | 279.06 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.4 | $1.8M | +4% | 25k | 72.33 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.8M | +12% | 6.4k | 281.96 |
|
| CVS Caremark Corporation (CVS) | 0.4 | $1.8M | +10% | 22k | 79.76 |
|
| Alps Etf Tr Oshares Us Qualt (OUSA) | 0.4 | $1.7M | +8% | 34k | 49.41 |
|
| Coca-Cola Company (KO) | 0.4 | $1.7M | -3% | 27k | 61.18 |
|
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 0.4 | $1.7M | +73% | 3.2k | 523.07 |
|
| Pfizer (PFE) | 0.4 | $1.6M | +18% | 58k | 27.75 |
|
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.4 | $1.6M | -51% | 13k | 123.90 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.6M | +12% | 3.7k | 420.52 |
|
| First Tr Exchange-traded Growth Strength (FTGS) | 0.4 | $1.6M | NEW | 51k | 30.71 |
|
| General Dynamics Corporation (GD) | 0.4 | $1.5M | -13% | 5.5k | 282.51 |
|
| Boeing Company (BA) | 0.4 | $1.5M | +374% | 7.9k | 193.00 |
|
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.4 | $1.5M | +6% | 29k | 50.87 |
|
| Kraft Heinz (KHC) | 0.4 | $1.5M | +14% | 41k | 36.90 |
|
| Pioneer Natural Resources (PXD) | 0.3 | $1.5M | +19% | 5.6k | 262.48 |
|
| Philip Morris International (PM) | 0.3 | $1.5M | +5% | 16k | 91.62 |
|
| Alps Etf Tr Oshares Eur Qlt (OEUR) | 0.3 | $1.5M | -4% | 49k | 30.08 |
|
| Williams Companies (WMB) | 0.3 | $1.5M | +4% | 38k | 38.97 |
|
| Vici Pptys (VICI) | 0.3 | $1.5M | +37% | 49k | 29.79 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $1.5M | +12% | 20k | 72.34 |
|
| Newmont Mining Corporation (NEM) | 0.3 | $1.5M | +28% | 41k | 35.84 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $1.5M | 11k | 131.93 |
|
|
| Innovative Industria A (IIPR) | 0.3 | $1.4M | -9% | 14k | 103.54 |
|
| Permian Resources Corp Class A Com (PR) | 0.3 | $1.4M | +126% | 81k | 17.66 |
|
| American Electric Power Company (AEP) | 0.3 | $1.4M | +2% | 17k | 86.10 |
|
| Albemarle Corporation (ALB) | 0.3 | $1.4M | +65% | 11k | 131.74 |
|
| Fiserv (FI) | 0.3 | $1.4M | 8.9k | 159.82 |
|
|
| Public Service Enterprise (PEG) | 0.3 | $1.4M | +4% | 21k | 66.78 |
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| Chemours (CC) | 0.3 | $1.4M | +80% | 54k | 26.26 |
|
| BlackRock MuniYield Michigan Insured Fnd (MIY) | 0.3 | $1.4M | 122k | 11.51 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.4M | +180% | 13k | 110.52 |
|
| Rent-A-Center (UPBD) | 0.3 | $1.4M | +4% | 39k | 35.21 |
|
| ConAgra Foods (CAG) | 0.3 | $1.4M | +321% | 47k | 29.64 |
|
| Tapestry (TPR) | 0.3 | $1.4M | 29k | 47.48 |
|
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| Essential Utils (WTRG) | 0.3 | $1.4M | +5% | 37k | 37.05 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.4M | NEW | 4.3k | 320.59 |
|
| Diamondback Energy (FANG) | 0.3 | $1.4M | -4% | 6.9k | 198.18 |
|
| Noble Corp Ord Shs A (NE) | 0.3 | $1.4M | +414% | 28k | 48.49 |
|
| Liberty Media Corp Del Com Lbty Liv S A (LLYVA) | 0.3 | $1.3M | +145% | 31k | 42.35 |
|
| Marathon Oil Corporation (MRO) | 0.3 | $1.3M | +9% | 45k | 28.34 |
|
| Mp Materials Corp Com Cl A (MP) | 0.3 | $1.3M | NEW | 90k | 14.30 |
|
| Generac Holdings (GNRC) | 0.3 | $1.3M | +7% | 10k | 126.14 |
|
| Constellation Brands Cl A (STZ) | 0.3 | $1.3M | +345% | 4.7k | 271.73 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.3M | -2% | 2.8k | 444.00 |
|
| First Solar (FSLR) | 0.3 | $1.3M | NEW | 7.5k | 168.80 |
|
| salesforce (CRM) | 0.3 | $1.3M | -24% | 4.2k | 301.18 |
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| A Mark Precious Metals (AMRK) | 0.3 | $1.2M | +40% | 41k | 30.69 |
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| Home Depot (HD) | 0.3 | $1.2M | -9% | 3.1k | 383.56 |
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| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.3 | $1.2M | +4% | 25k | 46.50 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.3 | $1.1M | -50% | 46k | 24.48 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.3 | $1.1M | NEW | 31k | 34.82 |
|
| Mirum Pharmaceuticals (MIRM) | 0.2 | $1.1M | +7% | 42k | 25.12 |
|
| Walt Disney Company (DIS) | 0.2 | $1.0M | -20% | 8.4k | 122.36 |
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| Ford Motor Company (F) | 0.2 | $944k | -4% | 71k | 13.28 |
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| Kroger (KR) | 0.2 | $939k | -16% | 16k | 57.13 |
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| Procter & Gamble Company (PG) | 0.2 | $884k | -41% | 5.4k | 162.25 |
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| UnitedHealth (UNH) | 0.2 | $883k | -26% | 1.8k | 494.68 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $880k | -16% | 3.4k | 259.86 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $865k | 4.9k | 175.29 |
|
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| First Tr Exchange-traded Nasdq Oil Gas (FTXN) | 0.2 | $850k | -65% | 26k | 32.30 |
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| Verizon Communications (VZ) | 0.2 | $822k | 20k | 41.96 |
|
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $763k | +176% | 5.6k | 135.07 |
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| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.2 | $758k | +33% | 18k | 42.57 |
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| Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) | 0.2 | $690k | NEW | 17k | 40.33 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $686k | 3.8k | 182.67 |
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| CSX Corporation (CSX) | 0.2 | $639k | -3% | 17k | 37.07 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $634k | 1.00 | 634440.00 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) | 0.1 | $621k | +2% | 25k | 24.78 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $620k | NEW | 2.6k | 235.75 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.1 | $611k | +7% | 25k | 24.34 |
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| Palo Alto Networks (PANW) | 0.1 | $610k | +69% | 2.1k | 284.13 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $604k | 7.4k | 81.78 |
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| Johnson & Johnson (JNJ) | 0.1 | $578k | -35% | 3.7k | 158.17 |
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| Nike CL B (NKE) | 0.1 | $572k | +16% | 6.1k | 93.97 |
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| DTE Energy Company (DTE) | 0.1 | $570k | -33% | 5.1k | 112.14 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $570k | -62% | 4.3k | 131.36 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $557k | +15% | 13k | 41.77 |
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| Broadcom (AVGO) | 0.1 | $551k | -16% | 416.00 | 1324.16 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $524k | +37% | 2.5k | 205.72 |
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| Advanced Micro Devices (AMD) | 0.1 | $507k | +89% | 2.8k | 180.50 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $495k | 9.1k | 54.43 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.1 | $493k | NEW | 15k | 32.47 |
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| Netflix (NFLX) | 0.1 | $488k | -11% | 803.00 | 607.11 |
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| Caterpillar (CAT) | 0.1 | $487k | +12% | 1.3k | 366.32 |
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| AFLAC Incorporated (AFL) | 0.1 | $484k | -7% | 5.6k | 85.86 |
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| At&t (T) | 0.1 | $468k | +41% | 27k | 17.60 |
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| Innovator Etfs Trust Us Eqty Bufr May (BMAY) | 0.1 | $459k | NEW | 13k | 35.60 |
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| Stryker Corporation (SYK) | 0.1 | $457k | -15% | 1.3k | 357.83 |
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| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.1 | $444k | -15% | 6.4k | 69.67 |
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| Eli Lilly & Co. (LLY) | 0.1 | $428k | -47% | 550.00 | 777.72 |
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| Qualcomm (QCOM) | 0.1 | $425k | -33% | 2.5k | 169.27 |
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| Dow (DOW) | 0.1 | $416k | 7.2k | 57.93 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $415k | -31% | 912.00 | 454.82 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $400k | NEW | 3.5k | 115.76 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $396k | NEW | 9.9k | 39.81 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $388k | 5.2k | 74.22 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $387k | 2.9k | 131.22 |
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| Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) | 0.1 | $383k | NEW | 10k | 37.60 |
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| Bank of America Corporation (BAC) | 0.1 | $380k | NEW | 10k | 37.92 |
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| Truist Financial Corp equities (TFC) | 0.1 | $374k | -25% | 9.6k | 38.98 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $374k | -21% | 6.4k | 58.59 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $372k | NEW | 1.4k | 260.75 |
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| Innovator Etfs Trust Us Equt Bufr Aug (BAUG) | 0.1 | $372k | NEW | 9.6k | 38.87 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $369k | NEW | 1.6k | 225.97 |
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| Otter Tail Corporation (OTTR) | 0.1 | $367k | NEW | 4.2k | 86.40 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $366k | -60% | 3.0k | 121.01 |
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| Ishares Tr Global Energ Etf (IXC) | 0.1 | $366k | 8.5k | 42.95 |
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| Target Corporation (TGT) | 0.1 | $365k | +27% | 2.1k | 177.21 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $362k | NEW | 6.0k | 60.42 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $362k | +34% | 1.6k | 225.01 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $361k | NEW | 1.9k | 187.39 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $357k | +26% | 707.00 | 504.60 |
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| Polaris Industries (PII) | 0.1 | $345k | NEW | 3.4k | 100.13 |
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| Innovator Etfs Trust Us Eqty Buf Sep (BSEP) | 0.1 | $337k | NEW | 8.6k | 39.28 |
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| International Business Machines (IBM) | 0.1 | $336k | +15% | 1.8k | 190.95 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $335k | +37% | 2.7k | 123.20 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $332k | NEW | 3.6k | 92.73 |
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| Spdr Ser Tr S&p Homebuild (XHB) | 0.1 | $330k | 3.0k | 111.59 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $328k | +15% | 2.2k | 152.26 |
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| Costco Wholesale Corporation (COST) | 0.1 | $327k | +12% | 447.00 | 732.45 |
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| Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 0.1 | $327k | +5% | 4.7k | 69.92 |
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| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.1 | $327k | +4% | 6.6k | 49.80 |
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| Starbucks Corporation (SBUX) | 0.1 | $327k | +29% | 3.6k | 91.38 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 0.1 | $322k | NEW | 2.8k | 115.99 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $317k | -6% | 3.8k | 83.58 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.1 | $315k | 5.3k | 59.40 |
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| Southern Company (SO) | 0.1 | $310k | 4.3k | 71.75 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $310k | -71% | 591.00 | 524.19 |
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| Ishares Tr Us Trsprtion (IYT) | 0.1 | $307k | NEW | 4.4k | 70.40 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $306k | +25% | 769.00 | 397.64 |
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| Dupont De Nemours (DD) | 0.1 | $303k | -5% | 4.0k | 76.67 |
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| Shopify Cl A (SHOP) | 0.1 | $302k | +24% | 3.9k | 77.17 |
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| Intel Corporation (INTC) | 0.1 | $299k | +13% | 6.8k | 44.17 |
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| Block Cl A (SQ) | 0.1 | $297k | +3% | 3.5k | 84.58 |
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| Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) | 0.1 | $287k | NEW | 6.6k | 43.54 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $285k | +19% | 1.6k | 183.85 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $285k | -59% | 1.6k | 180.50 |
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| Peak (DOC) | 0.1 | $283k | NEW | 15k | 18.75 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $282k | NEW | 1.2k | 244.15 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $281k | NEW | 1.8k | 155.89 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.1 | $275k | NEW | 3.1k | 87.73 |
|
| Cigna Corp (CI) | 0.1 | $273k | -8% | 751.00 | 363.19 |
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| Pepsi (PEP) | 0.1 | $273k | -39% | 1.6k | 174.99 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $267k | 7.4k | 36.19 |
|
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| First Tr Exchange Traded Energy Alphadx (FXN) | 0.1 | $264k | -24% | 14k | 18.73 |
|
| United Sts Oil Units (USO) | 0.1 | $262k | 3.3k | 78.73 |
|
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| Marriott Intl Cl A (MAR) | 0.1 | $259k | 1.0k | 252.31 |
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| Amgen (AMGN) | 0.1 | $258k | -20% | 906.00 | 284.23 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $257k | NEW | 1.6k | 164.32 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $255k | -31% | 1.9k | 137.19 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $251k | NEW | 4.1k | 61.56 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $250k | -18% | 1.4k | 179.09 |
|
| Phillips 66 (PSX) | 0.1 | $248k | 1.5k | 163.32 |
|
|
| Goldman Sachs (GS) | 0.1 | $244k | -7% | 585.00 | 417.67 |
|
| General Electric Com New (GE) | 0.1 | $244k | NEW | 1.4k | 175.52 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $243k | 2.7k | 90.06 |
|
|
| Honeywell International (HON) | 0.1 | $241k | -46% | 1.2k | 205.16 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $239k | +7% | 2.7k | 89.65 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $239k | -12% | 2.6k | 91.80 |
|
| Pacer Fds Tr Pac Asset Fltg (FLRT) | 0.1 | $235k | NEW | 4.9k | 47.56 |
|
| Espey Manufacturing & Electronics (ESP) | 0.1 | $234k | -24% | 9.3k | 25.25 |
|
| Steel Dynamics (STLD) | 0.1 | $233k | NEW | 1.6k | 148.25 |
|
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.1 | $232k | 1.7k | 134.82 |
|
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.1 | $228k | -34% | 6.6k | 34.68 |
|
| Super Micro Computer (SMCI) | 0.1 | $224k | NEW | 222.00 | 1010.03 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $224k | NEW | 6.2k | 35.87 |
|
| General Mills (GIS) | 0.1 | $220k | 3.1k | 69.96 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $220k | -44% | 2.2k | 101.39 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $216k | -46% | 451.00 | 478.76 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $216k | 5.9k | 36.59 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $210k | -49% | 841.00 | 249.79 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $210k | -43% | 1.0k | 205.13 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.0 | $206k | NEW | 1.1k | 190.63 |
|
| BlackRock (BLK) | 0.0 | $206k | -3% | 247.00 | 833.35 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $205k | -10% | 2.5k | 81.65 |
|
| FedEx Corporation (FDX) | 0.0 | $203k | -34% | 702.00 | 289.56 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $203k | -9% | 3.1k | 64.99 |
|
| New York Community Ban (NYCB) | 0.0 | $105k | NEW | 33k | 3.22 |
|
Past Filings by Secure Asset Management
SEC 13F filings are viewable for Secure Asset Management going back to 2019
- Secure Asset Management 2024 Q1 filed April 30, 2024
- Secure Asset Management 2023 Q4 filed Jan. 22, 2024
- Secure Asset Management 2023 Q3 filed Oct. 18, 2023
- Secure Asset Management 2023 Q2 filed July 13, 2023
- Secure Asset Management 2023 Q1 filed April 13, 2023
- Secure Asset Management 2022 Q4 filed Jan. 20, 2023
- Secure Asset Management 2022 Q3 filed Oct. 12, 2022
- Secure Asset Management 2022 Q2 filed July 20, 2022
- Secure Asset Management 2022 Q1 filed April 19, 2022
- Secure Asset Management 2021 Q4 filed Jan. 24, 2022
- Secure Asset Management 2021 Q3 filed Oct. 28, 2021
- Secure Asset Management 2021 Q2 filed July 16, 2021
- Secure Asset Management 2021 Q1 filed April 14, 2021
- Secure Asset Management 2020 Q4 filed Feb. 8, 2021
- Secure Asset Management 2020 Q3 filed Oct. 20, 2020
- Secure Asset Management 2020 Q2 filed July 14, 2020