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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
VTIPVanguard Malvern Fds
Recent Activity
Increased 3.7%
1.22%
$7.995M
165,109 shares@ $48.43 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 122.18%
1.18%
$7.735M
152,538 shares@ $50.72 avg price
PFFAEtfis Ser Tr I
Recent Activity
Increased 19.8%
1.17%
$7.695M
351,390 shares@ $21.9 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 11.19%
1.04%
$6.832M
32,466 shares@ $210.46 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 264.25%
0.91%
$5.95M
165,981 shares@ $35.85 avg price
HYMUBlackrock Etf Trust Ii
Recent Activity
Increased 20.43%
0.9%
$5.916M
261,063 shares@ $22.66 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 20.14%
0.9%
$5.907M
101,847 shares@ $58.01 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Increased 21.08%
0.89%
$5.844M
120,064 shares@ $48.67 avg price
JMBSJanus Detroit Str Tr
Recent Activity
Increased 21.36%
0.88%
$5.794M
131,146 shares@ $44.19 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 0.24%
0.88%
$5.763M
49,051 shares@ $117.49 avg price