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 201–250 of 333
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSI | MOTOROLA SOLUTIONS INC | 1K | $100K–$500K | SH |
| BINC | BLACKROCK ETF TRUST II | 8K | $100K–$500K | SH |
| DTM | DT MIDSTREAM INC | 4K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 27K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| FWDI | FORWARD INDS INC N Y | 66K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 4K | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC | 2K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 762 | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 8K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 3K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 4K | $100K–$500K | SH |
| IWL | ISHARES TR | 2K | $100K–$500K | SH |
| TSLR | GRANITESHARES ETF TR | 13K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 723 | $100K–$500K | SH |
| PVAL | PUTNAM ETF TRUST | 9K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 22K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 806 | $100K–$500K | SH |
| BAUG | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 804 | $100K–$500K | SH |
| ZTS | ZOETIS INC | 3K | $100K–$500K | SH |
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 6K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 5K | $100K–$500K | SH |
| IEFA | ISHARES TR | 4K | $100K–$500K | SH |
| BAPR | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| CVSB | MORGAN STANLEY ETF TRUST | 7K | $100K–$500K | SH |
| IWF | ISHARES TR | 790 | $100K–$500K | SH |
| SIXO | AIM ETF PRODUCTS TRUST | 11K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 600 | $100K–$500K | SH (Put) |
| VCSH | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| SHY | ISHARES TR | 4K | $100K–$500K | SH |
| BMAY | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| IMCG | ISHARES TR | 5K | $100K–$500K | SH |
| USMV | ISHARES TR | 4K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 625 | $100K–$500K | SH |
| SIXZ | AIM ETF PRODUCTS TRUST | 12K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 2K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 7K | $100K–$500K | SH |
| OTTR | OTTER TAIL CORP | 4K | $100K–$500K | SH |
| ADBE | ADOBE INC | 971 | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 10K | $100K–$500K | SH |
| FSK | FS KKR CAP CORP | 22K | $100K–$500K | SH |