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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
OUSMAlps Etf Tr
Recent Activity
Exited
0%
$3.434M
76,186 shares@ $45.08 avg price
WMBWilliams Cos Inc
Recent Activity
Exited
0%
$1.772M
38,810 shares@ $45.65 avg price
AESAes Corp
Recent Activity
Exited
0%
$1.724M
85,940 shares@ $20.07 avg price
NENoble Corp Plc
Recent Activity
Exited
0%
$1.553M
42,976 shares@ $36.15 avg price
WSCWillscot Hldgs Corp
Recent Activity
Exited
0%
$1.355M
36,046 shares@ $37.61 avg price
MROMarathon Oil Corp
Recent Activity
Exited
0%
$1.346M
50,556 shares@ $26.64 avg price
OUSAAlps Etf Tr
Recent Activity
Exited
0%
$1.125M
20,837 shares@ $54.0 avg price
OEURAlps Etf Tr
Recent Activity
Exited
0%
$1.092M
34,240 shares@ $31.89 avg price
FMIshares Inc
Recent Activity
Exited
0%
$1.034M
37,556 shares@ $27.53 avg price
TERTeradyne Inc
Recent Activity
Exited
0%
$549,492
4,103 shares@ $133.93 avg price