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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
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
COWZPacer Fds Tr
Recent Activity
Decreased -22.13%
0.37%
$2.405M
42,587 shares@ $56.48 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
QVOYUltimus Managers Tr
Recent Activity
Decreased -2.5%
0.36%
$2.314M
91,670 shares@ $25.25 avg price
IJRIshares Tr
Recent Activity
Increased 12.96%
0.35%
$2.27M
19,699 shares@ $115.22 avg price
ABBVAbbvie Inc
Recent Activity
Increased 11.94%
0.34%
$2.229M
12,541 shares@ $177.7 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 237.89%
0.34%
$2.228M
12,245 shares@ $181.97 avg price