Randall Eli Joseph

@Secure Asset Management, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$659.285M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ABBVAbbvie Inc Recent Activity Increased 11.94%	0.34%	$2.229M 12,541 shares@ $177.7 avg price	Increased 11.94%
PANWPalo Alto Networks Inc Recent Activity Increased 237.89%	0.34%	$2.228M 12,245 shares@ $181.97 avg price	Increased 237.89%
AEPAmerican Elec Pwr Co Inc Recent Activity Increased 22.36%	0.34%	$2.206M 23,916 shares@ $92.24 avg price	Increased 22.36%
MCDMcdonalds Corp Recent Activity Increased 3.06%	0.34%	$2.18M 7,520 shares@ $289.89 avg price	Increased 3.06%
KOCoca Cola Co Recent Activity Increased 16.13%	0.33%	$2.171M 34,868 shares@ $62.27 avg price	Increased 16.13%
COSTCostco Whsl Corp New Recent Activity Increased 89.29%	0.32%	$2.103M 2,296 shares@ $916.11 avg price	Increased 89.29%
LMTLockheed Martin Corp Recent Activity Increased 792.28%	0.32%	$2.077M 4,274 shares@ $485.98 avg price	Increased 792.28%
NKENike Inc Recent Activity Increased 552.48%	0.32%	$2.077M 27,443 shares@ $75.68 avg price	Increased 552.48%
PMPhilip Morris Intl Inc Recent Activity Increased 8.3%	0.31%	$2.009M 16,692 shares@ $120.36 avg price	Increased 8.3%
RSPTInvesco Exchange Traded Fd T Recent Activity Increased 16.6%	0.3%	$1.968M 52,585 shares@ $37.43 avg price	Increased 16.6%