| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q2 2024 | 14.5% |
| ISHARES TR | 19 | Q2 2024 | 17.3% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 12.4% |
| FIRST TR EXCHANGE-TRADED FD | 19 | Q2 2024 | 6.4% |
| SELECT SECTOR SPDR TR | 19 | Q2 2024 | 4.4% |
| MICROSOFT CORP | 19 | Q2 2024 | 2.5% |
| MERCK & CO. INC | 19 | Q2 2024 | 2.4% |
| JPMORGAN CHASE & CO. | 19 | Q2 2024 | 1.8% |
| ABBVIE INC | 19 | Q2 2024 | 1.6% |
| VANGUARD SPECIALIZED FUNDS | 19 | Q2 2024 | 1.3% |
View Secure Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-19 |
View Secure Asset Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.