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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
VIGVanguard Specialized Funds
Recent Activity
Increased 2.79%
0.57%
$3.702M
18,904 shares@ $195.83 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Increased 2.58%
0.55%
$3.582M
82,078 shares@ $43.65 avg price
MCIBarings Corporate Invs
Recent Activity
Increased 8.05%
0.54%
$3.559M
174,641 shares@ $20.39 avg price
VOVanguard Index Fds
Recent Activity
Increased 2.11%
0.52%
$3.384M
12,811 shares@ $264.13 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 3.68%
0.47%
$3.078M
6,036 shares@ $509.93 avg price
FTGSFirst Tr Exchange-traded Fd
Recent Activity
Increased 5.63%
0.46%
$3.001M
95,561 shares@ $31.41 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 41.89%
0.45%
$2.937M↓ Put
6,233 shares@ $471.16 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 18.14%
0.45%
$2.922M
141,504 shares@ $20.65 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 18.26%
0.45%
$2.915M
150,018 shares@ $19.43 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 18.32%
0.45%
$2.904M
149,076 shares@ $19.49 avg price