Secure Asset Management, LLC Top Holdings and 13F Report (2024) → Shocking $16T Elon Musk Crypto Leak (From Crypto 101 Media) (Ad) About Secure Asset Management, LLCInvestment ActivitySecure Asset Management, LLC has $425.31 million in total holdings as of March 31, 2024.Secure Asset Management, LLC owns shares of 228 different stocks, but just 76 companies or ETFs make up 80% of its holdings.Approximately 15.79% of the portfolio was purchased this quarter.About 8.52% of the portfolio was sold this quarter.This quarter, Secure Asset Management, LLC has purchased 226 new stocks and bought additional shares in 106 stocks.Secure Asset Management, LLC sold shares of 78 stocks and completely divested from 37 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $52,931,564Apple $36,020,376Technology Select Sector SPDR Fund $18,922,131iShares Core S&P 500 ETF $13,803,646First Trust Dorsey Wright Focus 5 ETF $12,448,395 Largest New Holdings this Quarter Invesco S&P MidCap Quality ETF $8,243,019 HoldingFirst Trust Growth Strength ETF $1,563,200 HoldingCrowdStrike $1,367,316 HoldingMP Materials $1,281,838 HoldingFirst Solar $1,259,079 Holding Largest Purchases this Quarter Invesco S&P MidCap Quality ETF 74,902 shares (about $8.24M)Vanguard S&P 500 ETF 11,059 shares (about $5.32M)Technology Select Sector SPDR Fund 23,292 shares (about $4.85M)First Trust Dorsey Wright Focus 5 ETF 62,659 shares (about $3.59M)First Trust Growth Strength ETF 50,902 shares (about $1.56M) Largest Sales this Quarter First Trust NASDAQ 100 Equal Weighted Index Fund 13,561 shares (about $1.68M)First Trust Nasdaq Oil & Gas ETF 49,047 shares (about $1.58M)Energy Select Sector SPDR Fund 15,776 shares (about $1.49M)FT Vest Rising Dividend Achievers Target Income ETF 46,199 shares (about $1.13M)Microsoft 2,342 shares (about $985.33K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSecure Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$52,931,564$5,316,038 ▲11.2%110,11412.4%ETFAAPLApple$36,020,376$654,539 ▼-1.8%210,0568.5%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$18,922,131$4,851,017 ▲34.5%90,8544.4%ETFIVViShares Core S&P 500 ETF$13,803,646$99,889 ▲0.7%26,2563.2%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$12,448,395$3,585,978 ▲40.5%217,5152.9%ManufacturingNVDANVIDIA$11,817,510$1,433,028 ▲13.8%13,0792.8%Computer and TechnologyFTXOFirst Trust Nasdaq Bank ETF$11,018,540$780,073 ▼-6.6%405,9672.6%ManufacturingSRLNSPDR Blackstone Senior Loan ETF$8,982,599$1,163,835 ▲14.9%213,3132.1%ETFXMHQInvesco S&P MidCap Quality ETF$8,243,019$8,243,019 ▲New Holding74,9021.9%ETFAMZNAmazon.com$7,127,355$531,941 ▲8.1%39,5131.7%Retail/WholesaleMSFTMicrosoft$7,085,809$985,332 ▼-12.2%16,8421.7%Computer and TechnologyVTVanguard Total World Stock ETF$5,233,807$300,780 ▲6.1%47,3651.2%ETFFLDRFidelity Low Duration Bond Factor ETF$4,369,883$115,281 ▲2.7%87,4501.0%ETFMETAMeta Platforms$4,273,829$841,072 ▲24.5%8,8011.0%Computer and TechnologyFTAFirst Trust Large Cap Value AlphaDEX Fund$4,188,367$115,563 ▼-2.7%54,8361.0%ManufacturingFEXFirst Trust Large Cap Core AlphaDEX Fund$4,109,070$207,513 ▼-4.8%41,4051.0%ETFBINCBlackRock Flexible Income ETF$3,919,754$292,149 ▲8.1%74,7190.9%ETFFTSMFirst Trust Enhanced Short Maturity ETF$3,815,103$496,995 ▲15.0%63,9900.9%ManufacturingMRKMerck & Co., Inc.$3,746,061$514,869 ▼-12.1%28,3900.9%MedicalPFFAVirtus InfraCap U.S. Preferred Stock ETF$3,658,216$543,756 ▲17.5%174,6170.9%ETFVOVanguard Mid-Cap ETF$3,550,526$165,908 ▲4.9%14,2100.8%ETFVIGVanguard Dividend Appreciation ETF$3,524,844$975,116 ▼-21.7%19,3030.8%ETFJPMJPMorgan Chase & Co.$3,487,222$436,854 ▼-11.1%17,4100.8%FinanceFVDFirst Trust Value Line Dividend Index Fund$3,462,521$251,142 ▲7.8%81,9920.8%ETFFTCSFirst Trust Capital Strength ETF$3,439,742$32,119 ▼-0.9%40,1600.8%ETFQVOYQ3 All-Season Active Rotation ETF$3,409,040$493,666 ▲16.9%115,9650.8%ETFXOMExxon Mobil$3,399,081$54,633 ▼-1.6%29,2420.8%Oils/EnergyPULSPGIM Ultra Short Bond ETF$2,985,543$108,197 ▲3.8%60,0710.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,654,947$136,104 ▲5.4%55,4380.6%ManufacturingDGDollar General$2,638,106$47,756 ▼-1.8%16,9040.6%Retail/WholesaleGOOGLAlphabet$2,445,885$1,370,782 ▲127.5%16,2050.6%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$2,387,473$706,736 ▲42.0%15,3200.6%ETFTSLATesla$2,241,850$1,375,381 ▲158.7%12,7530.5%Auto/Tires/TrucksBSCPInvesco BulletShares 2025 Corporate Bond ETF$2,197,598$66,418 ▲3.1%107,5670.5%ETFBSCOInvesco BulletShares 2024 Corporate Bond ETF$2,196,723$58,779 ▲2.7%104,7560.5%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$2,195,578$66,802 ▲3.1%113,8190.5%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$2,191,942$58,437 ▲2.7%114,1040.5%ETFGGGGraco$2,189,426$6,449 ▲0.3%23,4260.5%Industrial ProductsABBVAbbVie$2,188,978$165,890 ▼-7.0%12,0210.5%MedicalBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,188,080$53,005 ▲2.5%109,0220.5%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$2,174,274$59,676 ▲2.8%118,8130.5%ETFBIVVanguard Intermediate-Term Bond ETF$2,135,209$115,364 ▲5.7%28,3180.5%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$2,128,556$215,349 ▲11.3%129,8690.5%ManufacturingSCHDSchwab US Dividend Equity ETF$2,108,645$48,378 ▲2.3%26,1520.5%ETFXLEEnergy Select Sector SPDR Fund$2,101,852$1,489,414 ▼-41.5%22,2630.5%ETFWMTWalmart$2,037,568$1,537,803 ▲307.7%33,8640.5%Retail/WholesaleVBVanguard Small-Cap ETF$1,999,934$109,495 ▲5.8%8,7490.5%ETFFXOFirst Trust Financial AlphaDEX Fund$1,874,555$384,767 ▼-17.0%39,4480.4%ETFCVXChevron$1,856,871$121,930 ▼-6.2%11,7720.4%Oils/EnergyVVisa$1,843,222$241,112 ▼-11.6%6,6050.4%Business ServicesBLVVanguard Long-Term Bond ETF$1,824,524$85,928 ▲4.9%25,2250.4%ETFMCDMcDonald's$1,792,977$195,680 ▲12.3%6,3590.4%Retail/WholesaleCVSCVS Health$1,790,204$168,133 ▲10.4%22,4450.4%Retail/WholesaleOUSAALPS O'Shares U.S. Quality Dividend ETF$1,702,055$138,840 ▲8.9%34,4480.4%ETFKOCoca-Cola$1,673,177$59,101 ▼-3.4%27,3480.4%Consumer StaplesSPYSPDR S&P 500 ETF Trust$1,653,793$700,848 ▲73.5%3,1620.4%FinancePFEPfizer$1,608,808$254,745 ▲18.8%57,9750.4%MedicalQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$1,567,087$1,680,208 ▼-51.7%12,6480.4%ManufacturingBRK.BBerkshire Hathaway$1,565,596$174,936 ▲12.6%3,7230.4%FinanceFTGSFirst Trust Growth Strength ETF$1,563,200$1,563,200 ▲New Holding50,9020.4%ETFGDGeneral Dynamics$1,546,151$247,475 ▼-13.8%5,4730.4%AerospaceBABoeing$1,528,719$1,206,223 ▲374.0%7,9210.4%AerospaceUYLDAngel Oak UltraShort Income ETF$1,493,379$91,778 ▲6.5%29,3540.4%ETFKHCKraft Heinz$1,493,225$191,326 ▲14.7%40,4670.4%Consumer StaplesPXDPioneer Natural Resources$1,477,771$239,908 ▲19.4%5,6300.3%Oils/EnergyPMPhilip Morris International$1,464,897$74,395 ▲5.4%15,9890.3%Consumer StaplesOEURALPS O'Shares Europe Quality Dividend ETF$1,461,428$70,874 ▼-4.6%48,5810.3%ETFWMBWilliams Companies$1,461,051$59,390 ▲4.2%37,4920.3%Oils/EnergyVICIVICI Properties$1,460,679$401,178 ▲37.9%49,0330.3%FinanceSCHWCharles Schwab$1,460,251$167,756 ▲13.0%20,1860.3%FinanceNEMNewmont$1,457,933$325,928 ▲28.8%40,6790.3%Basic MaterialsITAiShares U.S. Aerospace & Defense ETF$1,455,327$396 ▼0.0%11,0310.3%ETFIIPRInnovative Industrial Properties$1,437,886$145,787 ▼-9.2%13,8870.3%FinancePRPermian Resources$1,434,822$802,665 ▲127.0%81,2470.3%Oils/EnergyAEPAmerican Electric Power$1,433,788$39,175 ▲2.8%16,6530.3%UtilitiesALBAlbemarle$1,430,119$564,618 ▲65.2%10,8560.3%Basic MaterialsFIFiserv$1,423,517$14,224 ▼-1.0%8,9070.3%Business ServicesPEGPublic Service Enterprise Group$1,419,299$66,581 ▲4.9%21,2530.3%UtilitiesCCChemours$1,410,628$628,031 ▲80.2%53,7180.3%Basic MaterialsMIYBlackRock MuniYield Michigan Quality Fund$1,409,342$1,634 ▲0.1%122,4450.3%FinanceIJRiShares Core S&P Small-Cap ETF$1,406,486$905,496 ▲180.7%12,7260.3%ETFUPBDUpbound Group$1,383,454$55,949 ▲4.2%39,2910.3%FinanceCAGConagra Brands$1,382,269$1,054,360 ▲321.5%46,6350.3%Consumer StaplesTPRTapestry$1,377,603$8,879 ▼-0.6%29,0140.3%Retail/WholesaleWTRGEssential Utilities$1,371,121$76,509 ▲5.9%37,0070.3%UtilitiesCRWDCrowdStrike$1,367,316$1,367,316 ▲New Holding4,2650.3%Computer and TechnologyFANGDiamondback Energy$1,364,661$66,192 ▼-4.6%6,8860.3%Oils/EnergyNENoble$1,353,297$1,090,338 ▲414.6%27,9090.3%Oils/EnergyLIBERTY MEDIA CORP DEL$1,289,727$763,867 ▲145.3%30,4540.3%COM LBTY LIV S AMROMarathon Oil$1,283,546$106,672 ▲9.1%45,2910.3%Oils/EnergyMPMP Materials$1,281,838$1,281,838 ▲New Holding89,6390.3%Basic MaterialsGNRCGenerac$1,277,420$87,667 ▲7.4%10,1270.3%Computer and TechnologySTZConstellation Brands$1,273,068$987,205 ▲345.3%4,6850.3%Consumer StaplesQQQInvesco QQQ$1,260,502$31,524 ▼-2.4%2,8390.3%FinanceFSLRFirst Solar$1,259,079$1,259,079 ▲New Holding7,4590.3%Oils/EnergyCRMSalesforce$1,252,909$401,774 ▼-24.3%4,1600.3%Computer and TechnologyAMRKA-Mark Precious Metals$1,248,372$361,742 ▲40.8%40,6770.3%Consumer DiscretionaryHDHome Depot$1,177,522$120,437 ▼-9.3%3,0700.3%Retail/WholesaleWSCWillScot Mobile Mini$1,171,754$48,732 ▲4.3%25,1990.3%Consumer DiscretionaryRDVIFT Vest Rising Dividend Achievers Target Income ETF$1,120,352$1,130,952 ▼-50.2%45,7660.3%ETFShowing largest 100 holdings. 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