test

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
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.08%
$510,654
6,752 shares@ $75.64 avg price
NOWServicenow Inc
Recent Activity
New Position
0.08%
$503,030
475 shares@ $1059.02 avg price
DEDeere & Co
Recent Activity
New Position
0.06%
$358,009
845 shares@ $423.68 avg price
FIDUFidelity Covington Trust
Recent Activity
New Position
0.06%
$337,069
4,794 shares@ $70.32 avg price
MPCMarathon Pete Corp
Recent Activity
New Position
0.06%
$335,486
2,405 shares@ $139.5 avg price
SHWSherwin Williams Co
Recent Activity
New Position
0.05%
$305,937
900 shares@ $339.93 avg price
AXPAmerican Express Co
Recent Activity
New Position
0.05%
$298,904
1,007 shares@ $296.83 avg price
UBERUber Technologies Inc
Recent Activity
New Position
0.05%
$288,390
4,781 shares@ $60.33 avg price
MDTMedtronic Plc
Recent Activity
New Position
0.05%
$285,029
3,568 shares@ $79.89 avg price
GLWCorning Inc
Recent Activity
New Position
0.05%
$271,604
5,716 shares@ $47.52 avg price