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 251–300 of 333
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 401 | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| BMAR | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 4K | $100K–$500K | SH |
| BJAN | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| DE | DEERE & CO | 660 | $100K–$500K | SH |
| TOST | TOAST INC | 9K | $100K–$500K | SH |
| MPLX | MPLX LP | 6K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 1K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| FANG | DIAMONDBACK ENERGY INC | 2K | $100K–$500K | SH |
| RKLB | ROCKET LAB CORP | 4K | $100K–$500K | SH |
| PAAA | PGIM ETF TR | 6K | $100K–$500K | SH |
| TGT | TARGET CORP | 3K | $100K–$500K | SH |
| FDUS | FIDUS INVT CORP | 15K | $100K–$500K | SH |
| FISV | FISERV INC | 4K | $100K–$500K | SH |
| VST | VISTRA CORP | 2K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 4K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 2K | $100K–$500K | SH |
| ZS | ZSCALER INC | 1K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 9K | $100K–$500K | SH |
| FICO | FAIR ISAAC CORP | 166 | $100K–$500K | SH |
| COWZ | PACER FDS TR | 5K | $100K–$500K | SH |
| FEBW | AIM ETF PRODUCTS TRUST | 8K | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 2K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 843 | $100K–$500K | SH |
| SOXX | ISHARES TR | 871 | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 809 | $100K–$500K | SH |
| BLK | BLACKROCK INC | 244 | $100K–$500K | SH |
| SPH | SUBURBAN PROPANE PARTNERS L | 14K | $100K–$500K | SH |
| IBB | ISHARES TR | 2K | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| OIH | VANECK ETF TRUST | 891 | $100K–$500K | SH |
| ARDC | ARES DYNAMIC CR ALLOCATION F | 19K | $100K–$500K | SH |
| GWW | WW GRAINGER INC | 246 | $100K–$500K | SH |
| XYZ | BLOCK INC | 4K | $100K–$500K | SH |
| CATH | GLOBAL X FDS | 3K | $100K–$500K | SH |
| INTC | INTEL CORP | 7K | $100K–$500K | SH |
| BITX | VOLATILITY SHS TR | 9K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| QTJL | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| CTVA | CORTEVA INC | 4K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 3K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 928 | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 1K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 1K | $100K–$500K | SH |