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CIK: 0001800692
Total reported value
$713.7M
$713.7M
301 檔
11.7%
As reported in its official Q1 2025 Form 13F filing, Secure Asset Management, LLC's tracked investment portfolio stood at $713.7M with 301 total positions.
In Q1 2025, Secure Asset Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 301 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.59% | -0.37% | +278.30% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.75% | +0.12% | -71.16% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.12% | +0.17% | -37.71% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.72% | -0.03% | -72.01% | |
| 5 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.60% | -0.12% | +35.50% | |
| 6 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.00% | -0.13% | +68.56% | |
| 7 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.00% | -0.12% | +69.19% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.84% | -0.11% | +11.59% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.64% | -0.35% | +6.10% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | -0.20% | -23.23% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.59% | +0.45% | +26.23% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.58% | -0.31% | +261.98% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.54% | -0.13% | — | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | +0.20% | -55.24% | |
| 15 | GOF | Guggenheim Strategic Opport | Stock-Other | 1.38% | -0.12% | +27.87% | |
| 16 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.29% | +0.01% | — | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.27% | +0.06% | +53.92% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | +0.04% | +67.21% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.13% | -51.05% | |
| 20 | FTCS | First Trust Capital Strength | ETF-Other | 0.92% | — | +3.83% | |
| 21 | MSTR | Strategy Inc | Stock-Tech | 0.89% | -0.15% | +4.91% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | -0.42% | +73.18% | |
| 23 | FTA | First Trust L C Val Alp | ETF-Other | 0.88% | — | +0.02% | |
| 24 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.87% | — | -0.37% | |
| 25 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.81% | — | -1.44% | |
| 26 | MCI | Barings Corporate Investors | Stock-Other | 0.80% | -0.04% | -2.75% | |
| 27 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 0.78% | -0.01% | -47.87% | |
| 28 | FVD | First Trust Value Line Dvd | ETF-Other | 0.73% | — | -0.28% | |
| 29 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.71% | -0.57% | -37.70% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.22% | -36.35% | |
| 31 | CGDV | Cap Group Dividend Value | ETF-Other | 0.69% | -1.18% | +67.84% | |
| 32 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.68% | — | -59.11% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.08% | +11.47% | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.67% | — | +3.45% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.35% | +7.40% | |
| 36 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.65% | — | +13.65% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.17% | +7.19% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | +0.02% | +30.89% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.02% | -7.43% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.62% | — | +5.07% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | -0.11% | +28.67% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.14% | +6.17% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.02% | +244.07% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | +0.16% | -74.12% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.57% | +0.52% | +8.97% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.12% | +21.60% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.56% | -0.01% | +11.98% | |
| 48 | ARDC | Ares Dynamic Credit All | Stock-Other | 0.55% | — | +3.28% | |
| 49 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.55% | -0.13% | +18.18% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.54% | -0.01% | -3.12% |
According to official SEC Form 13F filings, Secure Asset Management, LLC reported a total U.S. public equity portfolio value of $713.7M across 301 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGIT, VOO, NVDA) accounted for 11.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
VGIT
市值: $22.9M
During Q1 2025, Secure Asset Management, LLC's top holdings by market value included VGIT (4.6%)、VOO (3.8%)、NVDA (3.1%). The largest single position, VGIT, represented 4.6% of total portfolio value.
In Q1 2025, Secure Asset Management, LLC made 50 total portfolio adjustments, initiating 50 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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