Secure Asset Management, LLC historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Secure Asset Management, LLC opened 7 positions, added to 13, reduced 3 and sold out of 13.
- Q4 2025: Stock FORWARD INDS INC N Y; Country of operation United States; Class COM NEW; Shares before 0.
- Q1 2025: Stock ANTELOPE ENTERPRISE HLDGS LT; Country of operation —; Class SHS NEW; Shares before 0.
- Q3 2024: Stock ARISTA NETWORKS INC; Country of operation United States; Class COM; Shares before 0.
- Q2 2024: Stock LAM RESEARCH CORP; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1800692), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-09); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| ESSEX INVESTMENT MANAGEMENT CO LLC | United States | $0.632B | 305 |
| American Money Management, LLC | United States | $0.632B | 168 |
| Commonwealth Financial Services, LLC | United States | $0.632B | 278 |
| Summit Wealth Partners, LLC | United States | $0.632B | 271 |
| Wealth Alliance Advisory Group, LLC | United States | $0.632B | 197 |
| Security Financial Services, INC. | United States | $0.632B | 203 |
| Rollins Financial Advisors, LLC | United States | $0.632B | 158 |
| BlueSpruce Investments, LP | United States | $0.631B | 10 |
| Probity Advisors, Inc. | United States | $0.631B | 230 |
| SilverOak Wealth Management LLC | United States | $0.632B | 121 |