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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 7 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SGOV ISHARES TR 11,342.0 $1.1M 0.18% -90.0 -0.8% $100.66 -0.1%
122 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 78,870.0 $1.1M 0.18% -11K -12.6% $14.28 -7.1%
123 PHO INVESCO EXCHANGE TRADED FD T 16,595.0 $1.1M 0.18% +3K +21.6% $66.86 +0.7%
124 MU MICRON TECHNOLOGY INC Technology 3,171.0 $1.1M 0.17% NEW $337.85 +235.6%
125 PWB INVESCO EXCHANGE TRADED FD T 8,223.0 $1.0M 0.16% +2K +37.0% $125.93 +32.3%
126 ITA ISHARES TR 4,730.0 $1.0M 0.16% +402.0 +9.3% $218.74 +9.3%
127 RTX RTX CORPORATION Industrials 5,323.0 $1.0M 0.16% +4K +196.4% $192.90 -3.8%
128 INCM FRANKLIN TEMPLETON ETF TR 33,972.0 $977K 0.15% +14K +71.0% $28.75 +1.6%
129 SMH VANECK ETF TRUST 2,545.0 $976K 0.15% +536.0 +26.7% $383.42 +72.1%
130 HTGC HERCULES CAPITAL INC Financial Services 65,539.0 $968K 0.15% +17K +35.1% $14.77 +4.9%
131 BA BOEING CO Industrials 4,777.0 $951K 0.15% -57.0 -1.2% $199.02 +11.9%
132 IBM INTERNATIONAL BUSINESS MACHS Technology 3,881.0 $941K 0.15% -24.0 -0.6% $242.42 +2.8%
133 GLW CORNING INC Technology 6,814.0 $926K 0.15% -390.0 -5.4% $135.97 +43.4%
134 PVAL PUTNAM ETF TRUST 19,953.0 $926K 0.15% +11K +121.7% $46.40 +10.8%
135 IWY ISHARES TR 3,675.0 $915K 0.14% +94.0 +2.6% $248.87 +16.0%
136 CAH CARDINAL HEALTH INC Healthcare 4,317.0 $912K 0.14% +3K +272.2% $211.30 +5.0%
137 JNJ JOHNSON & JOHNSON Healthcare 3,732.0 $912K 0.14% -715.0 -16.1% $244.41 -6.6%
138 AEP AMERICAN ELEC PWR CO INC Utilities 6,818.0 $894K 0.14% -268.0 -3.8% $131.08 -2.6%
139 VXF VANGUARD INDEX FDS 4,261.0 $877K 0.14% $205.82 +17.1%
140 ISRG INTUITIVE SURGICAL INC Healthcare 1,784.0 $822K 0.13% +1K +134.1% $460.99 -11.8%
Page 7 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%