CIK 1800692
Secure Asset Management, LLC
Institutional 13F holdings & portfolio
Holdings
333
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 333
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSTR | STRATEGY INC | 20K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 54K | $1M+ | SH |
| MRK | MERCK & CO INC | 28K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 13K | $1M+ | SH |
| GNRC | GENERAC HLDGS INC | 21K | $1M+ | SH |
| KO | COCA COLA CO | 41K | $1M+ | SH |
| IUSB | ISHARES TR | 60K | $1M+ | SH |
| NEAR | ISHARES U S ETF TR | 54K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 19K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 18K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 6K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| IWD | ISHARES TR | 13K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 65K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| ORCL | ORACLE CORP | 13K | $1M+ | SH |
| ORKA | ORUKA THERAPEUTICS INC | 82K | $1M+ | SH |
| NEM | NEWMONT CORP | 24K | $1M+ | SH |
| GLD | SPDR GOLD TR | 6K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| TRGP | TARGA RES CORP | 13K | $1M+ | SH |
| HD | HOME DEPOT INC | 7K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 79K | $1M+ | SH |
| IJR | ISHARES TR | 19K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 12K | $1M+ | SH |
| MCI | BARINGS CORPORATE INVS | 119K | $1M+ | SH |
| AVGO | BROADCOM INC | 6K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 13K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 48K | $1M+ | SH |
| EIX | EDISON INTL | 34K | $1M+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 45K | $1M+ | SH |
| EWBC | EAST WEST BANCORP INC | 18K | $1M+ | SH |
| FITB | FIFTH THIRD BANCORP | 43K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 6K | $1M+ | SH |
| GEV | GE VERNOVA INC | 3K | $1M+ | SH |
| KR | KROGER CO | 31K | $1M+ | SH |
| WTRG | ESSENTIAL UTILS INC | 50K | $1M+ | SH |
| ABT | ABBOTT LABS | 15K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 24K | $1M+ | SH |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | 47K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 11K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| IWS | ISHARES TR | 13K | $1M+ | SH |
| NKE | NIKE INC | 28K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 14K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| VICI | VICI PPTYS INC | 58K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| LINC | LINCOLN EDL SVCS CORP | 63K | $1M+ | SH |
| PFFA | ETFIS SER TR I | 68K | $1M+ | SH |