Secure Asset Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SA Secure Asset Management, LLC | Institutional Filer | ▲ 0.91% | $613.3M | 313 |
Current Portfolio Holdings
Showing all 313 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | — | 622K | $37.0M | 6.03% |
| 2 | NVDA | NVIDIA Corporation | Technology | 141K | $24.6M | 4.01% |
| 3 | VOO | VANGUARD INDEX FDS | — | 29K | $17.5M | 2.85% |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | — | 67K | $15.8M | 2.58% |
| 5 | AAPL | Apple Inc. | Technology | 61K | $15.5M | 2.53% |
| 6 | IVV | ISHARES TR | — | 23K | $15.0M | 2.45% |
| 7 | SRLN | SSGA ACTIVE ETF TR | — | 356K | $14.3M | 2.33% |
| 8 | IGSB | ISHARES TR | — | 266K | $14.0M | 2.28% |
| 9 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 278K | $13.8M | 2.26% |
| 10 | JMBS | JANUS DETROIT STR TR | — | 306K | $13.8M | 2.25% |
| 11 | JAAA | JANUS DETROIT STR TR | — | 226K | $11.4M | 1.86% |
| 12 | VT | VANGUARD INTL EQUITY INDEX F | — | 65K | $8.9M | 1.46% |
| 13 | MSFT | Microsoft Corporation | Technology | 24K | $8.8M | 1.44% |
| 14 | COST | Costco Wholesale Corporation | Consumer Defensive | 9K | $8.7M | 1.42% |
| 15 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 190K | $8.1M | 1.32% |
Showing 1 to 15 of 313 holdings