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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 $499,038,516
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 385,289 $22,886,175 4.59%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 36,370 $18,691,114 3.75%
3.
Nvidia Corp
 NVDA 133,746 $14,495,366 2.9%
4.
Apple Inc.
 AAPL 60,871 $13,521,262 2.71%
5.
Ssga Active Etf Tr
 315,381 $12,971,637 2.6%
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)