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CIK: 0001800692
Total reported value
$713.7M
$713.7M
300 檔
24.4%
As reported in its official Q3 2024 Form 13F filing, Secure Asset Management, LLC's tracked investment portfolio stood at $713.7M with 300 total positions.
During Q3 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 300 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.20% | +0.12% | +3.34% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.52% | -0.03% | +3.39% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.85% | +0.17% | +8.15% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 3.35% | +0.09% | NEW | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.48% | +0.20% | +3.54% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.20% | +15.04% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.77% | +0.16% | +2.75% | |
| 8 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 1.57% | — | -9.57% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.55% | +0.13% | +7.66% | |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.42% | -0.01% | +0.22% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.32% | -0.11% | +5.85% | |
| 12 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.28% | -0.12% | -21.07% | |
| 13 | FTXO | First Trust Nasdaq Bank ETF | ETF-Tech | 1.15% | — | -17.05% | |
| 14 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 1.13% | -0.01% | +6.93% | |
| 15 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.99% | +0.45% | +14.48% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.99% | -0.57% | +3.44% | |
| 17 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.89% | -0.12% | +0.39% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.86% | -0.37% | — | |
| 19 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.85% | -0.13% | — | |
| 20 | SHYM | Ishares Short Duration High | ETF-Other | 0.85% | — | — | |
| 21 | FXO | First Trust Financial Alphad | ETF-Other | 0.84% | — | +15.30% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.22% | +2.46% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.83% | +0.06% | -5.14% | |
| 24 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.83% | -0.12% | — | |
| 25 | FTA | First Trust L C Val Alp | ETF-Other | 0.73% | — | +2.05% | |
| 26 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.73% | — | +2.52% | |
| 27 | FTCS | First Trust Capital Strength | ETF-Other | 0.72% | — | +3.08% | |
| 28 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.70% | — | +6.45% | |
| 29 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.66% | — | +4.29% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.62% | — | -1.48% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | — | +15.05% | |
| 32 | FVD | First Trust Value Line Dvd | ETF-Other | 0.61% | — | -0.63% | |
| 33 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.59% | -0.35% | -6.17% | |
| 34 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.58% | -0.29% | +13.62% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.04% | +12.94% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.56% | +0.01% | -2.01% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.02% | -3.30% | |
| 38 | MCI | Barings Corporate Investors | Stock-Other | 0.54% | -0.04% | +7.50% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | -0.42% | +6.21% | |
| 40 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.53% | +0.01% | -8.36% | |
| 41 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.49% | +0.14% | +6.44% | |
| 42 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.48% | — | +8.48% | |
| 43 | MSTR | Strategy Inc | Stock-Tech | 0.47% | -0.15% | +957.32% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.02% | +2.27% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.35% | +2.80% | |
| 46 | QVOY | Q3 All-season Active Rot ETF | ETF-Other | 0.45% | -0.39% | -13.04% | |
| 47 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.42% | — | +7.21% | |
| 48 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.42% | — | +7.03% | |
| 49 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.42% | — | +7.43% | |
| 50 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.42% | — | +7.83% |
According to official SEC Form 13F filings, Secure Asset Management, LLC reported a total U.S. public equity portfolio value of $713.7M across 300 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, NVDA) accounted for 24.4% of total reported equity market value during Q3 2024.
During Q3 2024, Secure Asset Management, LLC's top holdings by market value included VOO (11.2%)、AAPL (8.5%)、NVDA (3.9%). The largest single position, VOO, represented 11.2% of total portfolio value.
In Q3 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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