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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
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
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 18.57%
0.44%
$2.889M
143,510 shares@ $20.14 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 6.07%
0.44%
$2.879M
6,351 shares@ $453.27 avg price
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 18.81%
0.44%
$2.849M
155,325 shares@ $18.34 avg price
ARDCAres Dynamic Cr Allocation F
Recent Activity
Increased 46.56%
0.44%
$2.84M
187,935 shares@ $15.11 avg price
MRKMerck & Co Inc
Recent Activity
Increased 1.05%
0.43%
$2.83M
28,447 shares@ $99.49 avg price