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
STZConstellation Brands Inc Recent Activity Increased 18.05%	0.26%	$1.655M 7,489 shares@ $220.99 avg price	Increased 18.05%
GNRCGenerac Hldgs Inc Recent Activity Increased 5.77%	0.26%	$1.655M 10,671 shares@ $155.06 avg price	Increased 5.77%
MIRMMirum Pharmaceuticals Inc Recent Activity Increased 9.33%	0.26%	$1.651M 39,920 shares@ $41.35 avg price	Increased 9.33%
WTRGEssential Utils Inc Recent Activity Increased 12.18%	0.25%	$1.646M 45,332 shares@ $36.32 avg price	Increased 12.18%
MPMp Materials Corp Recent Activity Increased 4.22%	0.25%	$1.644M 105,388 shares@ $15.61 avg price	Increased 4.22%
KHCKraft Heinz Co Recent Activity Increased 13.29%	0.25%	$1.629M 53,045 shares@ $30.72 avg price	Increased 13.29%
VICIVici Pptys Inc Recent Activity Increased 11.73%	0.25%	$1.62M 55,446 shares@ $29.22 avg price	Increased 11.73%
VTIVanguard Index Fds Recent Activity Increased 44.01%	0.25%	$1.616M 5,576 shares@ $289.79 avg price	Increased 44.01%
GDGeneral Dynamics Corp Recent Activity Increased 13.14%	0.25%	$1.612M 6,116 shares@ $263.52 avg price	Increased 13.14%
CAGConagra Brands Inc Recent Activity Increased 15.86%	0.25%	$1.593M 57,411 shares@ $27.76 avg price	Increased 15.86%