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Randall Eli Joseph

@Secure Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$659.285MTotal holdings313
Assets growth rate11.09%Assets growth rate (2-Q avg)11.69%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Secure Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 313 positions.

Assets under management

The assets under management (AUM) of Secure Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 659.285M in assets, with a quarterly growth rate of 11.09% and a 2-quarter average growth rate of 11.69%. The portfolio is managed by Randall Eli Joseph, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -4.68%
1.37%
$8.979M
152,040 shares@ $59.07 avg price
FTXOFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.13%
1.11%
$7.289M
229,155 shares@ $31.81 avg price
TSLATesla Inc
Recent Activity
Decreased -15.27%
0.96%
$6.322M
15,880 shares@ $398.12 avg price
MSTRMicrostrategy Inc
Recent Activity
Decreased -10.42%
0.65%
$4.273M
14,755 shares@ $289.62 avg price
IYWIshares Tr
Recent Activity
Decreased -5%
0.56%
$3.653M
22,901 shares@ $159.52 avg price
FTECFidelity Covington Trust
Recent Activity
Decreased -16.67%
0.39%
$2.555M
13,819 shares@ $184.88 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -22.13%
0.37%
$2.405M
42,587 shares@ $56.48 avg price
QVOYUltimus Managers Tr
Recent Activity
Decreased -2.5%
0.36%
$2.314M
91,670 shares@ $25.25 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
Decreased -16.92%
0.3%
$1.921M
23,551 shares@ $81.59 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -1.48%
0.29%
$1.864M
4,382 shares@ $425.48 avg price