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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
MMM3m Co
Recent Activity
New Position
0.04%
$211,938
1,642 shares@ $129.08 avg price
DVADavita Inc
Recent Activity
New Position
0.04%
$207,725
1,389 shares@ $149.56 avg price
DGROIshares Tr
Recent Activity
New Position
0.04%
$206,409
3,365 shares@ $61.34 avg price
IWPIshares Tr
Recent Activity
New Position
0.04%
$204,460
1,613 shares@ $126.76 avg price
UWMCUwm Holdings Corporation
Recent Activity
New Position
0.02%
$119,390
20,339 shares@ $5.88 avg price