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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
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
LLYEli Lilly & Co
Recent Activity
Increased 86.35%
0.43%
$2.814M
3,645 shares@ $771.95 avg price
BSCUInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 19.05%
0.43%
$2.814M
171,877 shares@ $16.38 avg price
VVisa Inc
Recent Activity
Increased 9.35%
0.42%
$2.734M
8,651 shares@ $316.06 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 293.95%
0.42%
$2.709M
99,165 shares@ $27.33 avg price
HDHome Depot Inc
Recent Activity
Increased 129.16%
0.42%
$2.705M
6,955 shares@ $389.0 avg price