Secure Asset Management, LLC Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$638.9M

Holdings

333

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (333 positions)

StockValue
CSXCSX CORP
$467K
PFRLPGIM ETF TR
$459K
XLGINVESCO EXCHANGE TRADED FD T
$455K
MSIMOTOROLA SOLUTIONS INC
$447K
BINCBLACKROCK ETF TRUST II
$446K
DTMDT MIDSTREAM INC
$440K
ETENERGY TRANSFER L P
$439K
SDYSPDR SERIES TRUST
$436K
SCHDSCHWAB STRATEGIC TR
$436K
DUKDUKE ENERGY CORP NEW
$433K
SNOWSNOWFLAKE INC
$431K
ISRGINTUITIVE SURGICAL INC
$431K
VWOVANGUARD INTL EQUITY INDEX F
$428K
QCOMQUALCOMM INC
$427K
AQLTISHARES TR
$421K
PAYXPAYCHEX INC
$421K
TSLRGRANITESHARES ETF TR
$415K
MAMASTERCARD INCORPORATED
$413K
PVALPUTNAM ETF TRUST
$410K
XLESELECT SECTOR SPDR TR
$407K
XLVSELECT SECTOR SPDR TR
$400K
PAAPLAINS ALL AMERN PIPELINE L
$399K
LOWLOWES COS INC
$397K
PEPPEPSICO INC
$395K
VUGVANGUARD INDEX FDS
$393K
BAUGINNOVATOR ETFS TRUST
$392K
ZTSZOETIS INC
$388K
LMTLOCKHEED MARTIN CORP
$388K
TRVCCITIGROUP INC
$385K
SLVISHARES SILVER TR
$384K
IAU*ISHARES GOLD TR
$383K
AQLTISHARES TR
$382K
BAPRINNOVATOR ETFS TRUST
$381K
CVSBMORGAN STANLEY ETF TRUST
$375K
IWFISHARES TR
$373K
MPCMARATHON PETE CORP
$371K
SIXOAIM ETF PRODUCTS TRUST
$371K
BXBLACKSTONE INC
$370K
VCSHVANGUARD SCOTTSDALE FDS
$368K
SHYISHARES TR
$366K
IMCGISHARES TR
$362K
BMAYINNOVATOR ETFS TRUST
$362K
USMVISHARES TR
$357K
NOCNORTHROP GRUMMAN CORP
$356K
SIXZAIM ETF PRODUCTS TRUST
$346K
VRTVERTIV HOLDINGS CO
$346K
SPEMSPDR INDEX SHS FDS
$344K
OTTROTTER TAIL CORP
$343K
ADBEADOBE INC
$339K
PHYS/USPROTT ASSET MANAGEMENT LP
$335K
FSKFS KKR CAP CORP
$331K
RTXRTX CORPORATION
$329K
MCKMCKESSON CORP
$329K
DWDMORGAN STANLEY
$322K
SCHXSCHWAB STRATEGIC TR
$321K
BMARINNOVATOR ETFS TRUST
$318K
IRMIRON MTN INC DEL
$313K
BJANINNOVATOR ETFS TRUST
$308K
DEDEERE & CO
$307K
TOSTTOAST INC
$303K
MPLXMPLX LP
$303K
RSGREPUBLIC SVCS INC
$302K
FANGDIAMONDBACK ENERGY INC
$302K
JEPQJ P MORGAN EXCHANGE TRADED F
$302K
6RJ0ROCKET LAB CORP
$300K
DYHTARGET CORP
$298K
PAAAPGIM ETF TR
$298K
FDUSFIDUS INVT CORP
$297K
FISVFISERV INC
$294K
VSTVISTRA CORP
$292K
CITCINTAS CORP
$286K
GMGENERAL MTRS CO
$286K
ZSZSCALER INC
$285K
CMCSACOMCAST CORP NEW
$281K
FICOFAIR ISAAC CORP
$281K
COWZPACER FDS TR
$275K
FEBWAIM ETF PRODUCTS TRUST
$271K
BABAALIBABA GROUP HLDG LTD
$267K
CDNSCADENCE DESIGN SYSTEM INC
$263K
SHWSHERWIN WILLIAMS CO
$262K
SOXXISHARES TR
$262K
BLKBLACKROCK INC
$261K
SPHSUBURBAN PROPANE PARTNERS L
$260K
IBBISHARES TR
$258K
BILSPDR SERIES TRUST
$255K
ARDCARES DYNAMIC CR ALLOCATION F
$253K
OIHVANECK ETF TRUST
$253K
GWWWW GRAINGER INC
$248K
CATHGLOBAL X FDS
$247K
XYZBLOCK INC
$247K
INTCINTEL CORP
$246K
BITXVOLATILITY SHS TR
$245K
XLFSELECT SECTOR SPDR TR
$244K
SCHBSCHWAB STRATEGIC TR
$243K
VTVVANGUARD INDEX FDS
$243K
QTJLINNOVATOR ETFS TRUST
$241K
CTVACORTEVA INC
$239K
AMATAPPLIED MATLS INC
$238K
CAHCARDINAL HEALTH INC
$238K
LNGCHENIERE ENERGY INC
$238K
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