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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
CMCSAComcast Corp New
Recent Activity
New Position
0.04%
$246,358
6,564 shares@ $37.54 avg price
HUMHumana Inc
Recent Activity
New Position
0.04%
$244,098
962 shares@ $253.75 avg price
BITXVolatility Shs Tr
Recent Activity
New Position
0.04%
$241,880
4,674 shares@ $51.76 avg price
VRTVertiv Holdings Co
Recent Activity
New Position
0.04%
$241,788
2,128 shares@ $113.63 avg price
CCitigroup Inc
Recent Activity
New Position
0.04%
$237,797
3,378 shares@ $70.4 avg price
SBUXStarbucks Corp
Recent Activity
New Position
0.04%
$237,524
2,603 shares@ $91.26 avg price
DUKDuke Energy Corp New
Recent Activity
New Position
0.04%
$236,066
2,191 shares@ $107.75 avg price
SHVIshares Tr
Recent Activity
New Position
0.04%
$231,341
2,101 shares@ $110.11 avg price
DTMDt Midstream Inc
Recent Activity
New Position
0.04%
$230,018
2,313 shares@ $99.45 avg price
MSIMotorola Solutions Inc
Recent Activity
New Position
0.04%
$219,566
475 shares@ $462.25 avg price