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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
AEPAmerican Elec Pwr Co Inc
Recent Activity
Increased 22.36%
0.34%
$2.206M
23,916 shares@ $92.24 avg price
MCDMcdonalds Corp
Recent Activity
Increased 3.06%
0.34%
$2.18M
7,520 shares@ $289.89 avg price
KOCoca Cola Co
Recent Activity
Increased 16.13%
0.33%
$2.171M
34,868 shares@ $62.27 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 89.29%
0.32%
$2.103M
2,296 shares@ $916.11 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 792.28%
0.32%
$2.077M
4,274 shares@ $485.98 avg price
NKENike Inc
Recent Activity
Increased 552.48%
0.32%
$2.077M
27,443 shares@ $75.68 avg price
CGDVCapital Group Dividend Value
Recent Activity
New Position
0.31%
$2.038M
57,811 shares@ $35.26 avg price
EMREmerson Elec Co
Recent Activity
New Position
0.31%
$2.038M
16,446 shares@ $123.94 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 8.3%
0.31%
$2.009M
16,692 shares@ $120.36 avg price
RSPTInvesco Exchange Traded Fd T
Recent Activity
Increased 16.6%
0.3%
$1.968M
52,585 shares@ $37.43 avg price