CIK 1800692

Secure Asset Management, LLC

Institutional 13F holdings & portfolio

Holdings

333

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 301–333 of 333

Ticker	Company	Shares	Value	Type
RCL	ROYAL CARIBBEAN GROUP	850	$100K–$500K	SH
SLQD	ISHARES TR	5K	$100K–$500K	SH
PSI	INVESCO EXCHANGE TRADED FD T	3K	$100K–$500K	SH
DAL	DELTA AIR LINES INC DEL	3K	$100K–$500K	SH
IDHQ	INVESCO EXCH TRADED FD TR II	7K	$100K–$500K	SH
UTES	ETFIS SER TR I	3K	$100K–$500K	SH
ARCC	ARES CAPITAL CORP	11K	$100K–$500K	SH
USO	UNITED STS OIL FD LP	3K	$100K–$500K	SH
DFIS	DIMENSIONAL ETF TRUST	7K	$100K–$500K	SH
QVOY	ULTIMUS MANAGERS TR	9K	$100K–$500K	SH
CPNJ	CALAMOS ETF TR	8K	$100K–$500K	SH
FLRT	PACER FDS TR	5K	$100K–$500K	SH
HSY	HERSHEY CO	1K	$100K–$500K	SH
ETHE	GRAYSCALE ETHEREUM TRUST ETF	9K	$100K–$500K	SH
STZ	CONSTELLATION BRANDS INC	2K	$100K–$500K	SH
JEPI	J P MORGAN EXCHANGE TRADED F	4K	$100K–$500K	SH
DOW	DOW INC	9K	$100K–$500K	SH
KLAC	KLA CORP	171	$100K–$500K	SH
SBUX	STARBUCKS CORP	2K	$100K–$500K	SH
NVDA	NVIDIA CORPORATION	1K	$100K–$500K	SH (Call)
HON	HONEYWELL INTL INC	1K	$100K–$500K	SH
XPO	XPO INC	1K	$100K–$500K	SH
AFL	AFLAC INC	2K	$100K–$500K	SH
IQV	IQVIA HLDGS INC	896	$100K–$500K	SH
CB	CHUBB LIMITED	646	$100K–$500K	SH
MCO	MOODYS CORP	394	$100K–$500K	SH
DVN	DEVON ENERGY CORP NEW	5K	$100K–$500K	SH
BATT	AMPLIFY ETF TR	13K	$100K–$500K	SH
LUMN	LUMEN TECHNOLOGIES INC	18K	$100K–$500K	SH
NMZ	NUVEEN MUN HIGH INCOME OPPOR	11K	$100K–$500K	SH
CGEN	COMPUGEN LTD	40K	$50K–$100K	SH
MIST	MILESTONE PHARMACEUTICALS IN	10K	$15K–$50K	SH
FSP	FRANKLIN STR PPTYS CORP	10K	$1K–$15K	SH