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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
VOOVanguard Index Fds
Recent Activity
Increased 0.11%
10.31%
$67.955M
126,121 shares@ $538.81 avg price
AAPLApple Inc
Recent Activity
Increased 0.75%
8.29%
$54.636M
218,567 shares@ $249.98 avg price
NVDANvidia Corporation
Recent Activity
Increased 22.78%
4.7%
$30.962M
230,753 shares@ $134.18 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 1.85%
3.17%
$20.884M
89,815 shares@ $232.53 avg price
IVVIshares Tr
Recent Activity
Increased 9.23%
2.49%
$16.4M
27,859 shares@ $588.69 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 9.5%
1.82%
$11.949M
28,348 shares@ $421.51 avg price
METAMeta Platforms Inc
Recent Activity
Increased 6.13%
1.74%
$11.412M
19,491 shares@ $585.51 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.14%
1.65%
$10.869M
49,543 shares@ $219.4 avg price
SRLNSsga Active Etf Tr
Recent Activity
Increased 27.81%
1.48%
$9.713M
232,755 shares@ $41.73 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
Increased 10.96%
1.37%
$8.97M
91,092 shares@ $98.47 avg price