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CIK: 0001800692
Total reported value
$713.7M
$713.7M
313 檔
26.7%
At the close of Q4 2024, Secure Asset Management, LLC disclosed equity holdings valued at approximately $713.7M, spread across 313 reported holdings.
During Q4 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 313 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.31% | +0.12% | +0.11% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.29% | -0.03% | +0.74% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.70% | +0.17% | +22.77% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 3.17% | +0.09% | NEW | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.49% | +0.20% | +9.23% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | -0.20% | +9.49% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.73% | +0.16% | +6.13% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | +0.13% | +0.13% | |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.47% | -0.12% | +27.80% | |
| 10 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 1.36% | — | -4.68% | |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.36% | -0.01% | +10.96% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.21% | -0.11% | +3.69% | |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.17% | -0.35% | +122.18% | |
| 14 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 1.17% | -0.01% | +19.80% | |
| 15 | FTXO | First Trust Nasdaq Bank ETF | ETF-Tech | 1.11% | — | -2.13% | |
| 16 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.04% | +0.45% | +11.18% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | +0.06% | -15.27% | |
| 18 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.90% | — | +264.24% | |
| 19 | SHYM | Ishares Short Duration High | ETF-Other | 0.90% | — | +20.42% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.90% | -0.37% | +20.14% | |
| 21 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.89% | -0.12% | +21.07% | |
| 22 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.88% | -0.13% | +21.36% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.87% | -0.57% | +0.24% | |
| 24 | FXO | First Trust Financial Alphad | ETF-Other | 0.82% | — | +1.65% | |
| 25 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.80% | -0.12% | +3.89% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.22% | +9.41% | |
| 27 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.74% | — | +21.04% | |
| 28 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.68% | — | +2.89% | |
| 29 | FTA | First Trust L C Val Alp | ETF-Other | 0.66% | — | +3.65% | |
| 30 | FTCS | First Trust Capital Strength | ETF-Other | 0.65% | — | +4.49% | |
| 31 | MSTR | Strategy Inc | Stock-Tech | 0.65% | -0.15% | -10.43% | |
| 32 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.62% | — | +4.91% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.35% | +21.12% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.02% | +0.55% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.56% | — | +2.78% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.55% | — | -5.01% | |
| 37 | FVD | First Trust Value Line Dvd | ETF-Other | 0.54% | — | +2.57% | |
| 38 | MCI | Barings Corporate Investors | Stock-Other | 0.54% | -0.04% | +8.05% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.51% | +0.01% | +2.10% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | +0.04% | +3.68% | |
| 41 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.46% | — | +5.62% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | — | +41.88% | |
| 43 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.44% | — | +18.14% | |
| 44 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.44% | — | +18.25% | |
| 45 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.44% | — | +18.31% | |
| 46 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.44% | — | +18.57% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.02% | +6.06% | |
| 48 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.43% | — | +18.81% | |
| 49 | ARDC | Ares Dynamic Credit All | Stock-Other | 0.43% | — | +46.56% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.42% | +1.04% |
According to official SEC Form 13F filings, Secure Asset Management, LLC reported a total U.S. public equity portfolio value of $713.7M across 313 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, NVDA) accounted for 26.7% of total reported equity market value during Q4 2024.
During Q4 2024, Secure Asset Management, LLC's top holdings by market value included VOO (10.3%)、AAPL (8.3%)、NVDA (4.7%). The largest single position, VOO, represented 10.3% of total portfolio value.
In Q4 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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