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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 $542,696,871
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 433,214 $25,910,512 4.77%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 42,185 $23,962,297 4.42%
3.
Nvidia Corp
 NVDA 130,716 $20,651,747 3.81%
4.
Spdr S & P 500 Etf Trust
 SPY 26,437 $16,333,909 3.01%
5.
Apple Inc.
 AAPL 59,872 $12,283,998 2.26%
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)