Secure Asset Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 24, 2024
Value $
$527M
Signature - Title
Randall Eli Joseph - Chief Compliance Officer
Location
2565 West Maple Road, Troy, MI
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 277 $527M +$136M -$34.2M +$102M VOO, AAPL, NVDA, XLK, IVV 13F-HR 7/24/2024, 04:55 PM
Q1 2024 228 $425M +$66.9M -$36.2M +$30.7M VOO, AAPL, XLK, IVV, FV 13F-HR 4/30/2024, 09:23 AM
Q4 2023 226 $372M +$57.3M -$50.7M +$6.61M VOO, AAPL, XLK, IVV, FTXO 13F-HR 1/22/2024, 11:51 AM
Q3 2023 210 $334M +$65.1M -$46.6M +$18.5M AAPL, VOO, IVV, FV, XLK 13F-HR 10/18/2023, 05:25 PM
Q2 2023 185 $329M +$50.2M -$39.4M +$10.8M IVV, AAPL, FV, XLK, SRLN 13F-HR 7/13/2023, 04:23 PM
Q1 2023 186 $300M +$29M -$23.1M +$5.9M IVV, AAPL, FV, XLK, VTIP 13F-HR 4/13/2023, 02:08 PM
Q4 2022 195 $278M +$96.5M -$7.87M +$88.6M IVV, AAPL, FV, VTIP, XLK 13F-HR 1/20/2023, 03:50 PM
Q3 2022 155 $179M +$26.3M -$20.6M +$5.73M IVV, AAPL, FV, VTIP, VOO 13F-HR 10/12/2022, 12:08 PM
Q2 2022 166 $181M +$20.3M -$30.5M -$10.2M AAPL, IVV, FV, VOO, RDVY 13F-HR 7/20/2022, 11:20 AM
Q1 2022 203 $222M +$27.4M -$43.8M -$16.4M AAPL, IVV, FV, RDVY, VOO 13F-HR 4/19/2022, 12:24 PM
Q4 2021 205 $247M +$47.6M -$23.7M +$23.9M AAPL, IVV, VOO, FV, DIA 13F-HR 1/24/2022, 03:13 PM
Q3 2021 180 $203M +$22.3M -$15.7M +$6.57M AAPL, IVV, VOO, FV, DIA 13F-HR 10/28/2021, 10:57 AM
Q2 2021 182 $197M +$40.1M -$28.7M +$11.4M AAPL, IVV, VOO, FV, DIA 13F-HR 7/16/2021, 01:02 PM
Q1 2021 176 $175M +$30.2M -$30.4M -$157K AAPL, VOO, IVV, QCLN, FV 13F-HR 4/14/2021, 02:01 PM
Q4 2020 152 $170M +$19.8M -$12.9M +$6.94M AAPL, FTCS, VOO, IVV, FV 13F-HR 2/5/2021, 06:52 PM
Q3 2020 142 $146M +$38.4M -$28.9M +$9.46M AAPL, FTCS, VOO, IVV, FDN 13F-HR 10/20/2020, 03:23 PM
Q2 2020 151 $142M +$48M -$17M +$31M AAPL, IVV, FDN, FV, QTEC 13F-HR 7/14/2020, 04:01 PM
Q1 2020 112 $92.9M +$14.1M -$44.9M -$30.8M AAPL, IVV, XLK, FV, QTEC 13F-HR 4/15/2020, 10:27 AM
Q4 2019 158 $142M $0 $0 AAPL, XLK, IVV, VCIT, VMBS 13F-HR 2/6/2020, 02:34 PM