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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
CGDVCapital Group Dividend Value
Recent Activity
New Position
0.31%
$2.038M
57,811 shares@ $35.26 avg price
EMREmerson Elec Co
Recent Activity
New Position
0.31%
$2.038M
16,446 shares@ $123.94 avg price
COPConocophillips
Recent Activity
New Position
0.29%
$1.854M
18,696 shares@ $99.18 avg price
VFLOVictory Portfolios Ii
Recent Activity
New Position
0.22%
$1.44M
42,242 shares@ $34.09 avg price
BBEUJ P Morgan Exchange Traded F
Recent Activity
New Position
0.19%
$1.198M
21,625 shares@ $55.42 avg price
CLSKCleanspark Inc
Recent Activity
New Position
0.15%
$947,589
102,887 shares@ $9.21 avg price
BLDTopbuild Corp
Recent Activity
New Position
0.13%
$830,344
2,667 shares@ $311.35 avg price
AIRRFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.12%
$728,259
9,453 shares@ $77.04 avg price
ONEQFidelity Comwlth Tr
Recent Activity
New Position
0.11%
$689,793
9,069 shares@ $76.07 avg price
ZETAZeta Global Holdings Corp
Recent Activity
New Position
0.1%
$647,504
44,561 shares@ $14.54 avg price