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Home > Institutional Investor > Secure Asset Management, Llc > Profile

Instuitional Investor - Secure Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Secure Asset Management, Llc
Portfolio Value $659,284,902
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 126,121 $67,955,008 10.3%
2.
Apple Inc.
 AAPL 218,167 $54,633,515 8.28%
3.
Nvidia Corp
 NVDA 230,553 $30,960,935 4.69%
4.
Sector Spdr Trust
 XLB 89,815 $20,883,870 3.16%
5.
Ishares Trust
 IEF 27,859 $16,400,145 2.48%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)