$92.9 Million is the total value of Secure Asset Management, LLC's 112 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 44.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $10,653,000 | +19.7% | 41,892 | +38.2% | 11.47% | +82.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $5,328,000 | +10.4% | 20,620 | +38.1% | 5.73% | +68.5% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $3,366,000 | -39.5% | 41,875 | -31.1% | 3.62% | -7.7% |
| FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $3,288,000 | -22.4% | 127,887 | -4.8% | 3.54% | +18.4% |
| QTEC | Sell | FIRST TR NASDAQ-100 TECH IND | $3,165,000 | -22.2% | 37,450 | -7.8% | 3.41% | +18.8% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $2,958,000 | -18.0% | 23,910 | -7.8% | 3.18% | +25.2% |
| VOO | Buy | VANGUARD INDEX FDS | $2,731,000 | -15.0% | 11,534 | +6.1% | 2.94% | +29.7% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $2,618,000 | -24.2% | 44,072 | -7.5% | 2.82% | +15.6% |
| MSFT | Buy | MICROSOFT CORP | $2,282,000 | +17.3% | 14,469 | +17.3% | 2.46% | +79.0% |
| KR | Buy | KROGER CO | $2,232,000 | +7.4% | 74,112 | +3.4% | 2.40% | +63.8% |
| MRK | Sell | MERCK & CO. INC | $2,219,000 | -17.4% | 28,835 | -2.3% | 2.39% | +26.1% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $2,209,000 | +23.1% | 39,859 | +43.6% | 2.38% | +87.9% |
| FXU | Sell | FIRST TR EXCHANGE TRADED FDutilities alph | $1,854,000 | -21.8% | 75,510 | -7.0% | 2.00% | +19.3% |
| CVS | Sell | CVS HEALTH CORP | $1,665,000 | -21.1% | 28,059 | -1.2% | 1.79% | +20.4% |
| FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $1,649,000 | – | 22,287 | +100.0% | 1.78% | – |
| ABBV | Sell | ABBVIE INC | $1,448,000 | -27.5% | 19,006 | -15.8% | 1.56% | +10.6% |
| BGS | Buy | B & G FOODS INC NEW | $1,335,000 | +21.5% | 73,773 | +20.4% | 1.44% | +85.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,276,000 | +78.5% | 4,951 | +122.9% | 1.37% | +172.4% |
| DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $1,187,000 | -13.2% | 5,416 | +12.8% | 1.28% | +32.4% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmortg-back sec | $1,142,000 | -74.0% | 20,949 | -74.6% | 1.23% | -60.3% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,098,000 | -19.6% | 10,618 | -3.0% | 1.18% | +22.9% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $1,079,000 | +0.9% | 19,179 | +1.5% | 1.16% | +54.0% |
| PG | Buy | PROCTER & GAMBLE CO | $1,037,000 | -9.1% | 9,425 | +3.2% | 1.12% | +38.8% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $953,000 | +3.7% | 11,602 | +1.7% | 1.03% | +58.3% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $937,000 | -79.0% | 10,758 | -78.0% | 1.01% | -68.0% |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $934,000 | – | 14,990 | +100.0% | 1.00% | – |
| ESP | Buy | ESPEY MFG & ELECTRS CORP | $894,000 | +2.5% | 49,327 | +22.2% | 0.96% | +56.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $816,000 | -30.9% | 15,194 | -21.0% | 0.88% | +5.4% |
| FB | Sell | FACEBOOK INCcl a | $761,000 | -30.9% | 4,563 | -15.0% | 0.82% | +5.5% |
| STRT | Buy | STRATTEC SEC CORP | $759,000 | -26.9% | 52,449 | +12.1% | 0.82% | +11.5% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $719,000 | +4.1% | 8,049 | +1.6% | 0.77% | +58.9% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $714,000 | -63.9% | 12,723 | -46.1% | 0.77% | -45.0% |
| IVZ | Buy | INVESCO LTD | $714,000 | -32.6% | 78,607 | +33.4% | 0.77% | +2.8% |
| SHY | New | ISHARES TR1 3 yr treas bd | $711,000 | – | 8,202 | +100.0% | 0.76% | – |
| WMT | Buy | WALMART INC | $687,000 | +12.6% | 6,046 | +17.9% | 0.74% | +71.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $671,000 | -22.2% | 5,117 | -13.4% | 0.72% | +18.8% |
| AMZN | Sell | AMAZON COM INC | $636,000 | -0.5% | 326 | -5.8% | 0.68% | +51.9% |
| INTC | Sell | INTEL CORP | $611,000 | -19.9% | 11,299 | -11.4% | 0.66% | +22.3% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $610,000 | -38.0% | 4,238 | -11.4% | 0.66% | -5.3% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $581,000 | -35.2% | 8,215 | -14.0% | 0.62% | -1.1% |
| BA | Sell | BOEING CO | $579,000 | -55.1% | 3,885 | -1.9% | 0.62% | -31.5% |
| XOM | Buy | EXXON MOBIL CORP | $578,000 | -35.1% | 15,235 | +19.3% | 0.62% | -1.0% |
| NOK | Buy | NOKIA CORPsponsored adr | $556,000 | -15.4% | 179,472 | +1.3% | 0.60% | +29.2% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $550,000 | -45.6% | 13,167 | -37.6% | 0.59% | -17.0% |
| LMT | Sell | LOCKHEED MARTIN CORP | $549,000 | -32.9% | 1,620 | -22.9% | 0.59% | +2.4% |
| DIS | Buy | DISNEY WALT CO | $544,000 | -2.7% | 5,631 | +45.6% | 0.58% | +48.5% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $532,000 | +14.2% | 4,989 | +7.5% | 0.57% | +74.2% |
| MMM | Buy | 3M CO | $497,000 | -4.2% | 3,644 | +23.9% | 0.54% | +46.2% |
| DTE | Buy | DTE ENERGY CO | $477,000 | -22.6% | 5,023 | +5.9% | 0.51% | +18.2% |
| IEFA | Buy | ISHARES TRcore msci eafe | $475,000 | -14.4% | 9,514 | +11.7% | 0.51% | +30.7% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $460,000 | -14.5% | 2,171 | -1.3% | 0.50% | +30.6% |
| HON | Buy | HONEYWELL INTL INC | $445,000 | -22.9% | 3,329 | +2.1% | 0.48% | +17.7% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $441,000 | -51.8% | 9,631 | -37.9% | 0.48% | -26.2% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $429,000 | -32.4% | 4,738 | -6.0% | 0.46% | +3.1% |
| PFE | Buy | PFIZER INC | $419,000 | +48.6% | 12,837 | +78.3% | 0.45% | +126.6% |
| T | Sell | AT&T INC | $410,000 | -66.5% | 14,057 | -55.1% | 0.44% | -48.9% |
| CSCO | Sell | CISCO SYS INC | $408,000 | -37.2% | 10,382 | -23.4% | 0.44% | -4.1% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $397,000 | +32.8% | 4,657 | +30.6% | 0.43% | +102.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $394,000 | -39.0% | 1,581 | -28.1% | 0.42% | -6.8% |
| WEN | New | WENDYS CO | $394,000 | – | 26,489 | +100.0% | 0.42% | – |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $391,000 | -57.9% | 7,866 | -57.3% | 0.42% | -35.6% |
| BX | Buy | BLACKSTONE GROUP INC | $369,000 | -17.8% | 8,089 | +0.7% | 0.40% | +25.2% |
| CSX | Sell | CSX CORP | $367,000 | -37.5% | 6,400 | -21.1% | 0.40% | -4.6% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $361,000 | -12.4% | 1,192 | -0.3% | 0.39% | +34.1% |
| DVY | Buy | ISHARES TRselect divid etf | $346,000 | -25.6% | 4,700 | +6.8% | 0.37% | +13.4% |
| PEP | Buy | PEPSICO INC | $344,000 | -6.8% | 2,863 | +5.9% | 0.37% | +42.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $341,000 | -26.8% | 2,645 | -7.2% | 0.37% | +11.6% |
| F | Buy | FORD MTR CO DEL | $333,000 | -40.6% | 68,901 | +14.2% | 0.36% | -9.6% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $332,000 | -30.1% | 3,348 | -3.8% | 0.36% | +6.6% |
| KHC | Sell | KRAFT HEINZ CO | $321,000 | -44.2% | 12,961 | -27.5% | 0.34% | -14.8% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $320,000 | +20.3% | 5,869 | +39.2% | 0.34% | +83.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $319,000 | -57.1% | 3,540 | -33.6% | 0.34% | -34.5% |
| VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $316,000 | – | 3,253 | +100.0% | 0.34% | – |
| SGA | Sell | SAGA COMMUNICATIONS INCcl a new | $306,000 | -21.5% | 11,125 | -13.2% | 0.33% | +19.6% |
| TIP | Sell | ISHARES TRtips bd etf | $304,000 | -26.0% | 2,576 | -27.0% | 0.33% | +12.8% |
| AEG | Sell | AEGON N V | $300,000 | -46.0% | 120,338 | -1.9% | 0.32% | -17.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $276,000 | -12.9% | 1,835 | +1.8% | 0.30% | +32.6% |
| UNP | Sell | UNION PAC CORP | $276,000 | -23.5% | 1,958 | -1.9% | 0.30% | +16.5% |
| NEE | Sell | NEXTERA ENERGY INC | $273,000 | -3.5% | 1,134 | -3.0% | 0.29% | +47.0% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $271,000 | -24.9% | 7,868 | -2.1% | 0.29% | +14.5% |
| DD | Buy | DUPONT DE NEMOURS INC | $255,000 | -41.9% | 7,487 | +9.5% | 0.27% | -11.6% |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $254,000 | – | 4,404 | +100.0% | 0.27% | – |
| HD | Sell | HOME DEPOT INC | $253,000 | -50.3% | 1,354 | -41.9% | 0.27% | -24.2% |
| CVX | Sell | CHEVRON CORP NEW | $253,000 | -58.4% | 3,487 | -30.9% | 0.27% | -36.6% |
| MCD | Sell | MCDONALDS CORP | $244,000 | -33.2% | 1,473 | -20.2% | 0.26% | +2.3% |
| NKE | Buy | NIKE INCcl b | $244,000 | +18.4% | 2,948 | +44.7% | 0.26% | +81.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $243,000 | -14.4% | 2,191 | +3.3% | 0.26% | +31.0% |
| ADM | New | ARCHER DANIELS MIDLAND CO | $243,000 | – | 6,907 | +100.0% | 0.26% | – |
| EDV | New | VANGUARD WORLD FDextended dur | $239,000 | – | 1,428 | +100.0% | 0.26% | – |
| V | Sell | VISA INC | $239,000 | -35.1% | 1,485 | -24.1% | 0.26% | -0.8% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $236,000 | -19.5% | 1,724 | +0.5% | 0.25% | +22.7% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $228,000 | -40.2% | 4,463 | -39.3% | 0.24% | -8.9% |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $228,000 | – | 23,433 | +100.0% | 0.24% | – |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $226,000 | -8.9% | 1,362 | +5.3% | 0.24% | +38.9% |
| VGLT | New | VANGUARD SCOTTSDALE FDSlong term treas | $221,000 | – | 2,187 | +100.0% | 0.24% | – |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $219,000 | -0.5% | 3,312 | +31.0% | 0.24% | +52.3% |
| FXR | Sell | FIRST TR EXCHANGE TRADED FDindls prod dur | $219,000 | -36.0% | 7,203 | -5.1% | 0.24% | -2.1% |
| RTN | Sell | RAYTHEON CO | $218,000 | -50.2% | 1,660 | -16.6% | 0.24% | -23.9% |
| SYK | STRYKER CORP | $216,000 | -20.9% | 1,300 | 0.0% | 0.23% | +20.8% | |
| SO | SOUTHERN CO | $215,000 | -15.0% | 3,973 | 0.0% | 0.23% | +29.8% | |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $214,000 | – | 4,763 | +100.0% | 0.23% | – |
| FTEC | Sell | FIDELITY COVINGTON TRmsci info tech i | $211,000 | -20.1% | 3,360 | -7.7% | 0.23% | +22.0% |
| K | New | KELLOGG CO | $211,000 | – | 3,523 | +100.0% | 0.23% | – |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $202,000 | -41.4% | 2,166 | -26.5% | 0.22% | -10.7% |
| PSA | Buy | PUBLIC STORAGE | $201,000 | -5.6% | 1,013 | +1.1% | 0.22% | +44.0% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $184,000 | -32.4% | 36,328 | +25.8% | 0.20% | +3.1% |
| SLV | ISHARES SILVER TRUSTishares | $131,000 | -22.0% | 10,075 | 0.0% | 0.14% | +19.5% | |
| AMCR | Buy | AMCOR PLCord | $105,000 | -23.9% | 12,930 | +1.4% | 0.11% | +16.5% |
| GT | Buy | GOODYEAR TIRE & RUBR CO | $94,000 | -44.0% | 16,094 | +48.6% | 0.10% | -14.4% |
| ING | ING GROEP N.V.sponsored adr | $83,000 | -57.2% | 16,098 | 0.0% | 0.09% | -35.0% | |
| FSK | Buy | FS KKR CAPITAL CORP | $47,000 | -49.5% | 15,662 | +3.0% | 0.05% | -22.7% |
| ABUS | ARBUTUS BIOPHARMA CORP | $10,000 | -64.3% | 10,000 | 0.0% | 0.01% | -45.0% | |
| SIRI | Exit | SIRIUS XM HLDGS INC | $0 | – | -20,098 | -100.0% | -0.10% | – |
| UMPQ | Exit | UMPQUA HLDGS CORP | $0 | – | -10,524 | -100.0% | -0.13% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,213 | -100.0% | -0.14% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -6,291 | -100.0% | -0.14% | – |
| CMS | Exit | CMS ENERGY CORP | $0 | – | -3,251 | -100.0% | -0.14% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -700 | -100.0% | -0.14% | – |
| LNC | Exit | LINCOLN NATL CORP IND | $0 | – | -3,512 | -100.0% | -0.15% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -2,442 | -100.0% | -0.15% | – |
| VLO | Exit | VALERO ENERGY CORP NEW | $0 | – | -2,251 | -100.0% | -0.15% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -792 | -100.0% | -0.15% | – |
| GLD | Exit | SPDR GOLD TRUST | $0 | – | -1,522 | -100.0% | -0.15% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -1,513 | -100.0% | -0.16% | – |
| ETR | Exit | ENTERGY CORP NEW | $0 | – | -1,915 | -100.0% | -0.16% | – |
| GHM | Exit | GRAHAM CORP | $0 | – | -10,455 | -100.0% | -0.16% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -4,325 | -100.0% | -0.18% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -3,182 | -100.0% | -0.18% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -2,863 | -100.0% | -0.19% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -3,501 | -100.0% | -0.19% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -1,866 | -100.0% | -0.19% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -3,373 | -100.0% | -0.19% | – |
| PKB | Exit | INVESCO EXCHANGE TRADED FD Tdynmc bldg con | $0 | – | -8,347 | -100.0% | -0.20% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -10,097 | -100.0% | -0.20% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -4,757 | -100.0% | -0.20% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -555 | -100.0% | -0.20% | – |
| KO | Exit | COCA COLA CO | $0 | – | -5,181 | -100.0% | -0.20% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -3,831 | -100.0% | -0.20% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,625 | -100.0% | -0.21% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -1,742 | -100.0% | -0.22% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -6,398 | -100.0% | -0.22% | – |
| IVOV | Exit | VANGUARD ADMIRAL FDS INCmidcp 400 val | $0 | – | -2,465 | -100.0% | -0.23% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -3,684 | -100.0% | -0.23% | – |
| NVST | Exit | ENVISTA HLDGS CORP | $0 | – | -11,307 | -100.0% | -0.24% | – |
| TGT | Exit | TARGET CORP | $0 | – | -2,665 | -100.0% | -0.24% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -1,471 | -100.0% | -0.25% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -4,703 | -100.0% | -0.25% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -6,883 | -100.0% | -0.26% | – |
| PDI | Exit | PIMCO DYNAMIC INCOME FD | $0 | – | -11,605 | -100.0% | -0.26% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -10,372 | -100.0% | -0.27% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -7,357 | -100.0% | -0.28% | – |
| PCI | Exit | PIMCO DYNMIC CREDIT AND MRT | $0 | – | -15,885 | -100.0% | -0.28% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -3,239 | -100.0% | -0.29% | – |
| PACW | Exit | PACWEST BANCORP DEL | $0 | – | -10,581 | -100.0% | -0.29% | – |
| DOW | Exit | DOW INC | $0 | – | -8,475 | -100.0% | -0.33% | – |
| FONR | Exit | FONAR CORP | $0 | – | -25,449 | -100.0% | -0.35% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -3,642 | -100.0% | -0.38% | – |
| BKE | Exit | BUCKLE INC | $0 | – | -20,282 | -100.0% | -0.39% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -9,216 | -100.0% | -0.40% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -7,531 | -100.0% | -0.47% | – |
| CATO | Exit | CATO CORP NEWcl a | $0 | – | -38,573 | -100.0% | -0.47% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -6,627 | -100.0% | -0.48% | – |
| PGF | Exit | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $0 | – | -40,644 | -100.0% | -0.54% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -18,258 | -100.0% | -0.57% | – |
| BMY | Exit | BRISTOL MYERS SQUIBB CO | $0 | – | -19,259 | -100.0% | -0.87% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -49,373 | -100.0% | -1.07% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -38,666 | -100.0% | -1.12% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -47,919 | -100.0% | -1.49% | – |
| FXO | Exit | FIRST TR EXCHANGE TRADED FDfinls alphadex | $0 | – | -76,684 | -100.0% | -1.81% | – |
| STLD | Exit | STEEL DYNAMICS INC | $0 | – | -100,508 | -100.0% | -2.41% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 14.5% |
| ISHARES TR | 16 | Q3 2023 | 17.3% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 8.7% |
| FIRST TR EXCHANGE-TRADED FD | 16 | Q3 2023 | 6.4% |
| MICROSOFT CORP | 16 | Q3 2023 | 2.5% |
| SELECT SECTOR SPDR TR | 16 | Q3 2023 | 3.9% |
| MERCK & CO. INC | 16 | Q3 2023 | 2.4% |
| ABBVIE INC | 16 | Q3 2023 | 1.6% |
| JPMORGAN CHASE & CO | 16 | Q3 2023 | 1.8% |
| KROGER CO | 16 | Q3 2023 | 2.4% |
View Secure Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-01-24 |
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.