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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 15 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 Q QNITY ELECTRONICS INC Technology 2,065.0 $238K 0.04% NEW $115.38 +46.4%
282 COP CONOCOPHILLIPS Energy 1,805.0 $238K 0.04% NEW $131.99 -18.4%
283 VTR VENTAS INC Real Estate 2,911.0 $238K 0.04% NEW $81.78 -0.2%
284 TECHNIPFMC PLC 3,442.0 $238K 0.04% NEW $69.13
285 DAL DELTA AIR LINES INC Industrials 3,577.0 $238K 0.04% +205.0 +6.1% $66.49 +26.6%
286 SLQD ISHARES TR 4,661.0 $235K 0.04% $50.49 -0.5%
287 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 22,590.0 $234K 0.04% +12K +114.6% $10.38 +0.1%
288 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 851.0 $234K 0.04% $275.08 +13.6%
289 CDNS CADENCE DESIGN SYSTEM INC Technology 842.0 $234K 0.04% $277.87 +39.4%
290 GM GENERAL MTRS CO Consumer Cyclical 3,122.0 $233K 0.04% -400.0 -11.4% $74.49 +6.4%
291 CATH GLOBAL X FDS 2,971.0 $232K 0.04% -36.0 -1.2% $78.15 +14.3%
292 TOST TOAST INC Technology 8,631.0 $229K 0.04% +83.0 +1.0% $26.51 -7.0%
293 SHW SHERWIN WILLIAMS CO Basic Materials 709.0 $227K 0.04% -100.0 -12.4% $320.56 +0.1%
294 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,804.0 $226K 0.04% -23.0 -1.3% $125.46 -14.6%
295 FLRT PACER FDS TR 4,835.0 $224K 0.04% $46.31 +1.3%
296 BLOCK INC 3,675.0 $221K 0.04% -125.0 -3.3% $60.18
297 AMLP ALPS ETF TR 4,139.0 $218K 0.03% NEW $52.64 -3.7%
298 GBIL GOLDMAN SACHS ETF TR 2,170.0 $217K 0.03% NEW $100.18 -0.1%
299 SBUX STARBUCKS CORP Consumer Cyclical 2,425.0 $217K 0.03% -13.0 -0.5% $89.59 +12.3%
300 SCHB SCHWAB STRATEGIC TR 8,645.0 $217K 0.03% -651.0 -7.0% $25.10 +15.4%
Page 15 of 17  ·  327 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%