Secure Asset Management, LLC Q2 2025 Filing

Filed July 10, 2025

Portfolio Value

$542.7M

Holdings

305

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (305 positions)

#StockSharesValue% PortfolioType
301
NMZNUVEEN MUN HIGH INCOME OPPOR
12,152$126K0.02%
302
CLFCLEVELAND-CLIFFS INC NEW
13,395$101K0.02%
303
LUMNLUMEN TECHNOLOGIES INC
18,486$80K0.01%
304
CGENCOMPUGEN LTD
41,345$73K0.01%
305
CERSCERUS CORP
14,500$20K0.00%
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