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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
FUTYFidelity Covington Trust
Recent Activity
Exited
0%
$447,399
8,634 shares@ $51.82 avg price
IBBIshares Tr
Recent Activity
Exited
0%
$413,360
2,839 shares@ $145.61 avg price
VOEVanguard Index Fds
Recent Activity
Exited
0%
$378,000
2,254 shares@ $167.71 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$374,200
459 shares@ $815.26 avg price
FTXNFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$323,989
11,191 shares@ $28.96 avg price
SCHHSchwab Strategic Tr
Recent Activity
Exited
0%
$323,940
13,981 shares@ $23.18 avg price
CELHCelsius Hldgs Inc
Recent Activity
Exited
0%
$321,879
10,264 shares@ $31.36 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$283,504
739 shares@ $383.64 avg price
IEFIshares Tr
Recent Activity
Exited
0%
$254,198
2,591 shares@ $98.11 avg price
CIThe Cigna Group
Recent Activity
Exited
0%
$253,248
731 shares@ $346.45 avg price