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Portfolio (Quarterly) Guide ↗

Secure Asset Management, LLC

· CIK 0001800692
13F Portfolio $632M AUM 327 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 130 Added 120 Reduced 61 Exited
Page 3 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XMMO INVESCO EXCHANGE TRADED FD T 7,936.0 $1.2M 0.18% -65K -89.1% $145.01 +18.5%
42 SGOV ISHARES TR 11,342.0 $1.1M 0.18% -90.0 -0.8% $100.66 -0.1%
43 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 78,870.0 $1.1M 0.18% -11K -12.6% $14.28 -7.1%
44 BA BOEING CO Industrials 4,777.0 $951K 0.15% -57.0 -1.2% $199.02 +11.9%
45 IBM INTERNATIONAL BUSINESS MACHS Technology 3,881.0 $941K 0.15% -24.0 -0.6% $242.42 +2.8%
46 GLW CORNING INC Technology 6,814.0 $926K 0.15% -390.0 -5.4% $135.97 +43.4%
47 JNJ JOHNSON & JOHNSON Healthcare 3,732.0 $912K 0.14% -715.0 -16.1% $244.41 -6.6%
48 AEP AMERICAN ELEC PWR CO INC Utilities 6,818.0 $894K 0.14% -268.0 -3.8% $131.08 -2.6%
49 TRGP TARGA RES CORP Energy 3,237.0 $812K 0.13% -10K -74.9% $250.73 +3.1%
50 AMGN AMGEN INC Healthcare 2,089.0 $735K 0.12% -107.0 -4.9% $351.83 -4.0%
51 NFLX NETFLIX INC. Communication Services 7,638.0 $734K 0.12% -629.0 -7.6% $96.14 -19.5%
52 PFE PFIZER INC Healthcare 22,907.0 $643K 0.10% -4K -14.9% $28.08 -10.2%
53 XMHQ INVESCO EXCHANGE TRADED FD T 6,200.0 $641K 0.10% -5K -43.3% $103.37 +7.1%
54 BLD TOPBUILD COR Industrials 1,757.0 $617K 0.10% -300.0 -14.6% $351.30 +21.4%
55 BMY BRISTOL-MYERS SQUIBB CO Healthcare 9,996.0 $606K 0.10% -188.0 -1.9% $60.65 -11.0%
56 DTE DTE ENERGY CO Utilities 4,122.0 $603K 0.10% -707.0 -14.6% $146.22 +0.9%
57 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,808.0 $591K 0.09% -163.0 -8.3% $327.12 +21.1%
58 MRVL MARVELL TECHNOLOGY INC Technology 5,654.0 $560K 0.09% -133.0 -2.3% $99.04 +213.6%
59 UNH UNITEDHEALTH GROUP INC Healthcare 2,001.0 $541K 0.09% -39.0 -1.9% $270.59 +48.2%
60 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 9,123.0 $539K 0.09% -2K -15.8% $59.03 -7.2%
Page 3 of 6  ·  120 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.5%
Financial Services 21.2%
Healthcare 9.1%
Consumer Cyclical 7.8%
Consumer Defensive 7.7%
Industrials 7.7%
Communication Services 5.1%
Energy 4.9%
Utilities 3.2%
Basic Materials 1.1%