• 13F History

Secure Asset Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$495M
Signature - Title
Randall Eli Joseph - Chief Compliance Officer
Location
Troy, MI
Summary
This page shows a list of all the recent 13F filings made by Secure Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Secure Asset Management, LLC reported 301 stock holdings with total value $495M as of Q1 2025. Top holdings included VGIT, VOO, NVDA, AAPL, and SRLN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 301 $495M +$118M -$254M -$137M VGIT, VOO, NVDA, AAPL, SRLN 13F-HR 4/10/2025, 03:29 PM
Q4 2024 313 $659M +$88M -$32.4M +$55.7M VOO, AAPL, NVDA, XLK, IVV 13F-HR 1/17/2025, 05:06 PM
Q3 2024 300 $592M +$73.1M -$33.1M +$40M VOO, AAPL, NVDA, XLK, IVV 13F-HR 10/16/2024, 03:55 PM
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 209 $329M +$60.5M -$39.6M +$21M AAPL, VOO, IVV, FV, XLK 13F-HR 10/18/2023, 05:25 PM
Q2 2023 185 $329M +$50.2M -$19.4M +$30.7M IVV, AAPL, FV, XLK, SRLN 13F-HR 7/13/2023, 04:23 PM
Q1 2023 186 $300M +$29M -$6.29M +$22.7M IVV, AAPL, FV, XLK, VTIP 13F-HR 4/13/2023, 02:08 PM
Q4 2022 195 $278M +$96.5M -$4.86M +$91.6M IVV, AAPL, FV, VTIP, XLK 13F-HR 1/20/2023, 02:50 PM
Q3 2022 155 $179M +$26.3M -$7.62M +$18.7M IVV, AAPL, FV, VTIP, VOO 13F-HR 10/12/2022, 12:08 PM
Q2 2022 166 $180M +$20.3M -$6.28M +$14M AAPL, IVV, FV, VOO, RDVY 13F-HR 7/20/2022, 11:20 AM
Q1 2022 203 $221M +$27.4M -$25.9M +$1.48M AAPL, IVV, FV, RDVY, VOO 13F-HR 4/19/2022, 12:24 PM
Q4 2021 205 $246M +$47.6M -$15.9M +$31.7M AAPL, IVV, VOO, FV, DIA 13F-HR 1/24/2022, 02:13 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 177 $180M +$34.6M -$30.3M +$4.29M AAPL, VOO, IVV, QCLN, FV 13F-HR 4/14/2021, 02:01 PM
Q4 2020 151 $170M +$19.6M -$7.88M +$11.7M AAPL, FTCS, VOO, IVV, FV 13F-HR 2/5/2021, 05:52 PM
Q3 2020 142 $146M +$38.4M -$15.9M +$22.5M AAPL, FTCS, VOO, IVV, FDN 13F-HR 10/20/2020, 03:23 PM
Q2 2020 151 $142M +$48M -$7.08M +$40.9M AAPL, IVV, FDN, FV, QTEC 13F-HR 7/14/2020, 04:01 PM
Q1 2020 112 $92.9M +$14.1M -$14.4M -$288K AAPL, IVV, XLK, FV, QTEC 13F-HR 4/15/2020, 10:27 AM
Q4 2019 158 $142M AAPL, XLK, IVV, VCIT, VMBS 13F-HR 2/6/2020, 01:34 PM