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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
DVYIshares Tr
Recent Activity
Decreased -7.72%
0.08%
$497,261
3,788 shares@ $131.28 avg price
GBTCGrayscale Bitcoin Trust Etf
Recent Activity
Decreased -25.56%
0.08%
$488,236
6,596 shares@ $74.03 avg price
BSEPInnovator Etfs Trust
Recent Activity
Decreased -0.57%
0.08%
$484,641
11,297 shares@ $42.9 avg price
BGHBarings Global Short Duratio
Recent Activity
Decreased -35.3%
0.08%
$468,485
30,342 shares@ $15.45 avg price
BACBank America Corp
Recent Activity
Decreased -27.56%
0.07%
$441,776
10,052 shares@ $43.95 avg price
SHOPShopify Inc
Recent Activity
Decreased -1.23%
0.07%
$432,716
4,070 shares@ $106.32 avg price
PFRLPgim Etf Tr
Recent Activity
Decreased -0.59%
0.07%
$423,375
8,417 shares@ $50.3 avg price
BAPRInnovator Etfs Trust
Recent Activity
Decreased -0.38%
0.07%
$408,893
9,228 shares@ $44.32 avg price
CATCaterpillar Inc
Recent Activity
Decreased -22.27%
0.06%
$377,404
1,040 shares@ $362.89 avg price
NOCNorthrop Grumman Corp
Recent Activity
Decreased -2.83%
0.06%
$338,136
721 shares@ $468.99 avg price