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Secure Asset Management

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
141996228

Investment data

Data from SEC filings
Top 50 of 181 long holdings
End of quarter 30 Jun 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$25.36M 185.19K 170.34K +8.7
$20.88M 48.56K 24.01K +102.2
$14.09M 35.8K 33.31K +7.5
$7.14M 150.62K 123.58K +21.9
$4.95M 14.34K 3.94K +263.8
$4.76M 29.9K 31.59K -5.3
$4.56M 36.69K 39.34K -6.7
$4.37M 16.12K 15.03K +7.2
$4.28M 72.6K 6.61K +997.6
$4M 76.27K 69.06K +10.4
$3.6M 33.93K 33.39K +1.6
$2.84M 18.24K 17.96K +1.6
$2.8M 46.13K 47.53K -2.9
$2.43M 71.43K 70.77K +0.9
$2.37M 30.42K 29.81K +2.1
$2.11M 18.74K 17.32K +8.2
$2M 13.55K 24.34K -44.3
$1.97M 5.55K 815 +581.5
Vanguard Specialized Funds
$1.97M 12.72K 12.06K +5.4
$1.86M 7.83K 8.17K -4.2
$1.78M 61.75K 60.15K +2.7
$1.7M 11.46K 5.14K +122.9
$1.3M 33.98K 34.38K -1.1
$1.3M 58.17K 47.35K +22.9
$1.3M 377 350 +7.7
$1.23M 9.12K 8.75K +4.2
$1.2M 3.44K 3.72K -7.7
$1.14M 6.91K 8.12K -15.0
$1.13M 47.57K 47.44K +0.3
$1.12M 13.38K 13.67K -2.1
$1.1M 11.56K 9.82K +17.7
$1.1M 7.77K 7.21K +7.7
$1.01M 8.57K 6.13K +39.8
$1M 4.18K 4.11K +1.8
$985K 10.15K 8.8K +15.3
$982K 5.59K 5.26K +6.2
$979K 15.53K 14.23K +9.1
$882K 6.81K 6.74K +1.0
$859K 2.15K 2.13K +1.0
$808K 7.71K 7.26K +6.2
$793K 3.52K 3.26K +8.0
$783K 7.32K 6.62K +10.5
$763K 3.31K 2.9K +13.8
$743K 28.67K 26.6K +7.8
$737K 3.36K 2.93K +14.5
$729K 13.01K 15.97K -18.6
$712K 1.78K 1.52K +17.2
$692K 10.35K 8.25K +25.5
$659K 1.74K 1.82K -4.2
$647K 3.72K NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

24 Oct 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings