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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
TRGPTarga Res Corp
Recent Activity
Decreased -4.87%
0.26%
$1.653M
9,259 shares@ $178.51 avg price
ITAIshares Tr
Recent Activity
Decreased -10.18%
0.22%
$1.408M
9,690 shares@ $145.35 avg price
OKLOOklo Inc
Recent Activity
Decreased -16.58%
0.22%
$1.403M
66,091 shares@ $21.24 avg price
IRSIrsa Inversiones Y Rep S A
Recent Activity
Decreased -15.55%
0.19%
$1.222M
81,848 shares@ $14.94 avg price
ARESAres Management Corporation
Recent Activity
Decreased -5.95%
0.18%
$1.132M
6,393 shares@ $177.03 avg price
FTXLFirst Tr Exchange-traded Fd
Recent Activity
Decreased -6.77%
0.18%
$1.13M
12,944 shares@ $87.28 avg price
VGTVanguard World Fd
Recent Activity
Decreased -0.68%
0.16%
$990,682
1,593 shares@ $621.9 avg price
BABoeing Co
Recent Activity
Decreased -64.98%
0.13%
$826,590
4,670 shares@ $177.0 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -0.45%
0.13%
$797,033
1,527 shares@ $521.97 avg price
NFLXNetflix Inc
Recent Activity
Decreased -11.36%
0.13%
$792,383
889 shares@ $891.32 avg price