Randall Eli Joseph

@Secure Asset Management, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$659.285M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LMBSFirst Tr Exchange-traded Fd Recent Activity Increased 21.08%	0.89%	$5.844M 120,064 shares@ $48.67 avg price	Increased 21.08%
JMBSJanus Detroit Str Tr Recent Activity Increased 21.36%	0.88%	$5.794M 131,146 shares@ $44.19 avg price	Increased 21.36%
VTVanguard Intl Equity Index F Recent Activity Increased 0.24%	0.88%	$5.763M 49,051 shares@ $117.49 avg price	Increased 0.24%
FXOFirst Tr Exchange Traded Fd Recent Activity Increased 1.65%	0.82%	$5.396M 99,677 shares@ $54.13 avg price	Increased 1.65%
GOFGuggenheim Strategic Opportu Recent Activity Increased 3.89%	0.81%	$5.295M 346,971 shares@ $15.27 avg price	Increased 3.89%
XOMExxon Mobil Corp Recent Activity Increased 9.41%	0.77%	$5.018M 46,650 shares@ $107.57 avg price	Increased 9.41%
BINCBlackrock Etf Trust Ii Recent Activity Increased 21.05%	0.75%	$4.902M 94,240 shares@ $52.03 avg price	Increased 21.05%
FEXFirst Tr Lrge Cp Core Alpha Recent Activity Increased 2.89%	0.68%	$4.461M 42,769 shares@ $104.3 avg price	Increased 2.89%
FTAFirst Tr Lrg Cp Vl Alphadex Recent Activity Increased 3.65%	0.67%	$4.355M 56,961 shares@ $76.46 avg price	Increased 3.65%
FTCSFirst Tr Exchange-traded Fd Recent Activity Increased 4.49%	0.66%	$4.309M 49,067 shares@ $87.83 avg price	Increased 4.49%