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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
PJPInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$229,035
2,633 shares@ $86.99 avg price
CDNSCadence Design System Inc
Recent Activity
Exited
0%
$225,307
831 shares@ $271.13 avg price
TTDThe Trade Desk Inc
Recent Activity
Exited
0%
$222,370
2,028 shares@ $109.65 avg price
TLTIshares Tr
Recent Activity
Exited
0%
$218,963
2,232 shares@ $98.11 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Exited
0%
$217,546
2,050 shares@ $106.12 avg price
GLDMWorld Gold Tr
Recent Activity
Exited
0%
$213,698
4,099 shares@ $52.14 avg price
USHYIshares Tr
Recent Activity
Exited
0%
$213,369
5,667 shares@ $37.66 avg price
DSLDoubleline Income Solutions
Recent Activity
Exited
0%
$212,290
16,355 shares@ $12.99 avg price
PSAPublic Storage Oper Co
Recent Activity
Exited
0%
$211,625
582 shares@ $363.62 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Exited
0%
$206,553
2,601 shares@ $79.42 avg price