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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
FFord Mtr Co
Recent Activity
Decreased -6.77%
0.12%
$765,562
77,329 shares@ $9.91 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -35.69%
0.12%
$762,795
8,905 shares@ $85.66 avg price
TFLOIshares Tr
Recent Activity
Decreased -32.43%
0.12%
$760,598
15,070 shares@ $50.48 avg price
LINCLincoln Edl Svcs Corp
Recent Activity
Decreased -6.99%
0.11%
$715,543
45,230 shares@ $15.83 avg price
KRKroger Co
Recent Activity
Decreased -10.23%
0.11%
$678,701
11,099 shares@ $61.15 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -72.71%
0.1%
$597,160
10,097 shares@ $59.15 avg price
AFLAflac Inc
Recent Activity
Decreased -41.43%
0.09%
$592,610
5,729 shares@ $103.45 avg price
SHYIshares Tr
Recent Activity
Decreased -2.64%
0.09%
$588,808
7,182 shares@ $81.99 avg price
FIFiserv Inc
Recent Activity
Decreased -73.91%
0.09%
$573,122
2,790 shares@ $205.43 avg price
BJUNInnovator Etfs Trust
Recent Activity
Decreased -13.17%
0.08%
$497,825
11,990 shares@ $41.53 avg price