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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
FBTCFidelity Wise Origin Bitcoin
Recent Activity
Decreased -16.92%
0.3%
$1.921M
23,551 shares@ $81.59 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 557.19%
0.29%
$1.888M
9,562 shares@ $197.5 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -1.48%
0.29%
$1.864M
4,382 shares@ $425.48 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 10.1%
0.29%
$1.855M
25,065 shares@ $74.02 avg price
COPConocophillips
Recent Activity
New Position
0.29%
$1.854M
18,696 shares@ $99.18 avg price
TGTTarget Corp
Recent Activity
Increased 13.72%
0.29%
$1.847M
13,663 shares@ $135.19 avg price
FANGDiamondback Energy Inc
Recent Activity
Increased 16.86%
0.28%
$1.832M
11,185 shares@ $163.83 avg price
ORCLOracle Corp
Recent Activity
Increased 4.16%
0.28%
$1.811M
10,870 shares@ $166.64 avg price
PEGPublic Svc Enterprise Grp In
Recent Activity
Increased 9.31%
0.28%
$1.787M
21,148 shares@ $84.5 avg price
PRPermian Resources Corp
Recent Activity
Increased 11.06%
0.28%
$1.782M
123,896 shares@ $14.39 avg price