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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
ULTAUlta Beauty Inc
Recent Activity
New Position
0.05%
$270,526
622 shares@ $434.93 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.05%
$267,618
8,783 shares@ $30.47 avg price
SPLGSpdr Ser Tr
Recent Activity
New Position
0.05%
$266,230
3,862 shares@ $68.94 avg price
MAINMain Str Cap Corp
Recent Activity
New Position
0.05%
$263,786
4,503 shares@ $58.59 avg price
BDECInnovator Etfs Trust
Recent Activity
New Position
0.04%
$261,031
6,055 shares@ $43.11 avg price
FCOMFidelity Covington Trust
Recent Activity
New Position
0.04%
$260,893
4,445 shares@ $58.7 avg price
MRVLMarvell Technology Inc
Recent Activity
New Position
0.04%
$260,728
2,361 shares@ $110.44 avg price
PYPLPaypal Hldgs Inc
Recent Activity
New Position
0.04%
$257,077
3,012 shares@ $85.36 avg price
ASMLAsml Holding N V
Recent Activity
New Position
0.04%
$249,556
360 shares@ $693.22 avg price
PAAPlains All Amern Pipeline L
Recent Activity
New Position
0.04%
$248,814
14,568 shares@ $17.08 avg price