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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
XMHQInvesco Exchange Traded Fd T
| 1.37% | $8.97M 91,092 shares@ $98.47 avg price | Increased 10.96% |
VTIPVanguard Malvern Fds
| 1.22% | $7.995M 165,109 shares@ $48.43 avg price | Increased 3.7% |
JAAAJanus Detroit Str Tr
| 1.18% | $7.735M 152,538 shares@ $50.72 avg price | Increased 122.18% |
PFFAEtfis Ser Tr I
| 1.17% | $7.695M 351,390 shares@ $21.9 avg price | Increased 19.8% |
FTXOFirst Tr Exchange-traded Fd
| 1.11% | $7.289M 229,155 shares@ $31.81 avg price | Decreased -2.13% |
QQQMInvesco Exch Traded Fd Tr Ii
| 1.04% | $6.832M 32,466 shares@ $210.46 avg price | Increased 11.19% |
TSLATesla Inc
| 0.96% | $6.322M 15,880 shares@ $398.12 avg price | Decreased -15.27% |
SDVYFirst Tr Exchange-traded Fd
| 0.91% | $5.95M 165,981 shares@ $35.85 avg price | Increased 264.25% |
HYMUBlackrock Etf Trust Ii
| 0.9% | $5.916M 261,063 shares@ $22.66 avg price | Increased 20.43% |
VGITVanguard Scottsdale Fds
| 0.9% | $5.907M 101,847 shares@ $58.01 avg price | Increased 20.14% |