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
TSMTaiwan Semiconductor Mfg Ltd Recent Activity Increased 557.19%	0.29%	$1.888M 9,562 shares@ $197.5 avg price	Increased 557.19%
SCHWSchwab Charles Corp Recent Activity Increased 10.1%	0.29%	$1.855M 25,065 shares@ $74.02 avg price	Increased 10.1%
TGTTarget Corp Recent Activity Increased 13.72%	0.29%	$1.847M 13,663 shares@ $135.19 avg price	Increased 13.72%
FANGDiamondback Energy Inc Recent Activity Increased 16.86%	0.28%	$1.832M 11,185 shares@ $163.83 avg price	Increased 16.86%
ORCLOracle Corp Recent Activity Increased 4.16%	0.28%	$1.811M 10,870 shares@ $166.64 avg price	Increased 4.16%
PEGPublic Svc Enterprise Grp In Recent Activity Increased 9.31%	0.28%	$1.787M 21,148 shares@ $84.5 avg price	Increased 9.31%
PRPermian Resources Corp Recent Activity Increased 11.06%	0.28%	$1.782M 123,896 shares@ $14.39 avg price	Increased 11.06%
QCOMQualcomm Inc Recent Activity Increased 11.27%	0.27%	$1.765M 11,491 shares@ $153.63 avg price	Increased 11.27%
QQEWFirst Tr Nas100 Eq Weighted Recent Activity Increased 4.47%	0.26%	$1.694M 13,553 shares@ $124.97 avg price	Increased 4.47%
UPBDUpbound Group Inc Recent Activity Increased 12.82%	0.26%	$1.658M 56,832 shares@ $29.17 avg price	Increased 12.82%