Long-term investor
Secure Asset Management, LLC @secureassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001800692).
Record
- Tracked since 2025-06-30 (448 days), 188 trades recorded
- Returns: week n/a · month n/a · 90 days +7.9% · 6 months n/a · 1 year +12.5% · all +12.5%
- Max drawdown n/a · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92206C706 · 5.5% · long · since 2025-06-30
- NVDA · 4.1% · long · since 2025-06-30
- 46138G649 · 3.0% · long · since 2025-06-30
- 922908363 · 2.9% · long · since 2025-06-30
- 464287200 · 2.6% · long · since 2025-06-30
- AAPL · 2.4% · long · since 2025-06-30
- 78467V608 · 2.1% · long · since 2025-06-30
- 464288646 · 2.1% · long · since 2025-06-30
- 33739Q200 · 2.1% · long · since 2025-06-30
- 47103U852 · 2.1% · long · since 2025-06-30
- 512807306 · 1.5% · long · since 2025-06-30
- 47103U845 · 1.4% · long · since 2025-06-30