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CIK: 0001800692
Total reported value
$713.7M
$713.7M
228 檔
18.8%
According to the latest 13F quarterly dataset, Secure Asset Management, LLC managed an equity portfolio of $713.7M at the end of Q1 2024, spanning 228 distinct U.S. exchange-listed positions.
During Q1 2024, Secure Asset Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 228 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.45% | +0.12% | +11.16% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.47% | -0.03% | -1.78% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 4.45% | +0.09% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.25% | +0.20% | +0.73% | |
| 5 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 2.93% | — | +40.46% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.78% | +0.17% | +13.80% | |
| 7 | FTXO | First Trust Nasdaq Bank ETF | ETF-Tech | 2.59% | — | -6.61% | |
| 8 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.11% | -0.12% | +14.89% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.94% | -0.01% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | +0.13% | +8.07% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.20% | -12.21% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.23% | -0.57% | +6.10% | |
| 13 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 1.03% | — | +2.71% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | +0.16% | +24.50% | |
| 15 | FTA | First Trust L C Val Alp | ETF-Other | 0.98% | — | -2.69% | |
| 16 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.97% | — | -4.81% | |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.92% | — | +8.05% | |
| 18 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.90% | — | +14.98% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | -0.42% | -12.08% | |
| 20 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 0.86% | -0.01% | +17.46% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.83% | +0.01% | +4.90% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.83% | — | -21.67% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.02% | -11.13% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-Other | 0.81% | — | +7.82% | |
| 25 | FTCS | First Trust Capital Strength | ETF-Other | 0.81% | — | -0.93% | |
| 26 | QVOY | Q3 All-season Active Rot ETF | ETF-Other | 0.80% | -0.39% | +16.93% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.22% | -1.58% | |
| 28 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.70% | — | +3.76% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.62% | -0.11% | +5.40% | |
| 30 | DG | Dollar General CORP | Stock-Consumer Staples | 0.62% | — | -1.78% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.35% | +127.50% | |
| 32 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.56% | +0.14% | +42.05% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | +0.06% | +158.73% | |
| 34 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.52% | — | +3.12% | |
| 35 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.52% | — | +2.75% | |
| 36 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.52% | — | +3.14% | |
| 37 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.52% | — | +2.74% | |
| 38 | GGG | Graco Inc | Stock-Industrials | 0.51% | — | +0.30% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | -0.01% | -7.04% | |
| 40 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.51% | — | +2.48% | |
| 41 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.51% | — | +2.82% | |
| 42 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.50% | -0.10% | +5.71% | |
| 43 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.50% | — | +11.26% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.50% | -0.01% | +2.35% | |
| 45 | XLE | Ss Energy Select Sector | ETF-Other | 0.49% | -0.01% | -41.47% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.12% | +307.71% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.47% | +0.02% | +5.79% | |
| 48 | FXO | First Trust Financial Alphad | ETF-Other | 0.44% | — | -17.03% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.14% | -6.16% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | +0.08% | -11.57% |
According to official SEC Form 13F filings, Secure Asset Management, LLC reported a total U.S. public equity portfolio value of $713.7M across 228 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, XLK) accounted for 18.8% of total reported equity market value during Q1 2024.
During Q1 2024, Secure Asset Management, LLC's top holdings by market value included VOO (12.4%)、AAPL (8.5%)、XLK (4.5%). The largest single position, VOO, represented 12.4% of total portfolio value.
In Q1 2024, Secure Asset Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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