test

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
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 17.41%
0.4%
$2.628M
49,530 shares@ $53.06 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 13.81%
0.39%
$2.528M
7,388 shares@ $342.16 avg price
TPRTapestry Inc
Recent Activity
Increased 4.48%
0.39%
$2.518M
38,543 shares@ $65.33 avg price
GOOGAlphabet Inc
Recent Activity
Increased 4.59%
0.38%
$2.478M
13,013 shares@ $190.44 avg price
CRMSalesforce Inc
Recent Activity
Increased 5.46%
0.38%
$2.458M
7,351 shares@ $334.32 avg price
CVXChevron Corp New
Recent Activity
Increased 18.65%
0.38%
$2.454M
16,940 shares@ $144.84 avg price
WMTWalmart Inc
Recent Activity
Increased 7.21%
0.37%
$2.397M
26,528 shares@ $90.36 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 11.01%
0.36%
$2.357M
4,659 shares@ $505.82 avg price
PFEPfizer Inc
Recent Activity
Increased 31.99%
0.36%
$2.331M
87,874 shares@ $26.53 avg price
IJRIshares Tr
Recent Activity
Increased 12.96%
0.35%
$2.27M
19,699 shares@ $115.22 avg price