Secure-Asset-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "ARES",
  null,
  "HUM",
  "MP",
  "MPLX",
  "ZS",
  null,
  "OTTR",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "PAA",
  "MAIN",
  "JEF",
  null,
  "GOOGL",
  "AXP",
  "ASML",
  "T",
  null,
  "AVGO",
  "LOW",
  "ARCC",
  null,
  "MCI",
  "BSX",
  null,
  null,
  "DUK",
  null,
  "WTRG",
  null,
  null,
  "ARDC",
  "FITB",
  "MIRM",
  null,
  "GD",
  null,
  "HON",
  "HD",
  null,
  null,
  "MCD",
  null,
  null,
  "QCOM",
  "ISRG",
  null,
  null,
  "GOF",
  null,
  null,
  "EMR",
  null,
  null,
  "ICE",
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  "LINC",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "UWMC",
  null,
  null,
  null,
  "RNP",
  "SDHY",
  "LRCX",
  null,
  null,
  null,
  "MPC",
  "MRVL",
  "MA",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  null,
  null,
  "GE",
  null,
  "BX",
  "IJR",
  "ANET",
  "IWD",
  "KR",
  "ORCL",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PGR",
  null,
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  null,
  "MSTR",
  "IEFA",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "RTX",
  "GLD",
  null,
  null,
  null,
  null,
  "AMT",
  "RSG",
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TGT",
  "UBER",
  "VO",
  "NEM",
  "DTM",
  "VXF",
  "AGNC",
  "SCHW",
  "EWBC",
  "SPH",
  null,
  "BGH",
  "VWO",
  null,
  "KYN",
  null,
  null,
  null,
  "VIG",
  "TRGP",
  "GGG",
  null,
  "TSM",
  null,
  null,
  "FSK",
  "DD",
  "VRTX",
  null,
  "BLD",
  null,
  "AFL",
  "AMD",
  "SDY",
  "F",
  "GNRC",
  "WM",
  "FSLR",
  null,
  null,
  "CAH",
  "AEP",
  "CGEN",
  "ESP",
  null,
  null,
  null,
  "AMZN",
  null,
  "CLF",
  null,
  null,
  null,
  "VGT",
  "USB",
  "VEA",
  "VGK",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VICI",
  "WMT",
  "WFC",
  "ZETA",
  null,
  "BBEU",
  "DTE",
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  null,
  "EIX",
  "LUMN",
  null,
  "SO",
  null,
  "CRM",
  "DIA",
  null,
  null,
  null,
  null,
  "MTUM",
  null,
  null,
  "GEV",
  null,
  null,
  null,
  "FDX",
  null,
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  null,
  "BMY",
  "CDNS",
  "CERS",
  "CVX",
  "CHDN",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "FIX",
  "COP",
  "STZ",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CSX",
  "DVA",
  "DE",
  "DVN",
  "FANG",
  "USMV",
  "NKE",
  "MAR",
  "QQQ",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 301
Total Value: 469175914
Accession Number: 0001667731-25-000402
Form Type: 13F-HR
CIK: secure-asset-management
Manager Name: Secure-Asset-Management

Data Enrichment

67% identified

202 identified99 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

301 positions • $469.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.7K

Value:$909.8K

% of Portfolio:0.2% ($909.8K/$469.2M)

SOUTHERN CO

SO|842587107

Shares:9.8K

Value:$897.9K

% of Portfolio:0.2% ($897.9K/$469.2M)

NETFLIX INC

NFLX|64110L106

Shares:944

Value:$880.6K

% of Portfolio:0.2% ($880.6K/$469.2M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:19.2K

Value:$872.6K

% of Portfolio:0.2% ($872.6K/$469.2M)

Eaton Corp plc

ETN|G29183103

Shares:3.2K

Value:$872.6K

% of Portfolio:0.2% ($872.6K/$469.2M)

92204A702

VGT|92204A702

Shares:1.6K

Value:$864.2K

% of Portfolio:0.2% ($864.2K/$469.2M)

92647X830

Shares:24.5K

Value:$839.8K

% of Portfolio:0.2% ($839.8K/$469.2M)

BOEING CO

BA|097023105

Shares:4.8K

Value:$823.6K

% of Portfolio:0.2% ($823.6K/$469.2M)

PFIZER INC

PFE|717081103

Shares:32.5K

Value:$823.6K

% of Portfolio:0.2% ($823.6K/$469.2M)

46434V860

Shares:15.9K

Value:$806.6K

% of Portfolio:0.2% ($806.6K/$469.2M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.2% ($798.4K/$469.2M)

922908652

VXF|922908652

Shares:4.6K

Value:$788.1K

% of Portfolio:0.2% ($788.1K/$469.2M)

FORD MOTOR CO

F|345370860

Shares:77.4K

Value:$775.8K

% of Portfolio:0.2% ($775.8K/$469.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.6K

Value:$763.6K

% of Portfolio:0.2% ($763.6K/$469.2M)

STRYKER CORP

SYK|863667101

Shares:2.0K

Value:$758.7K

% of Portfolio:0.2% ($758.7K/$469.2M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:6.6K

Value:$719.7K

% of Portfolio:0.2% ($719.7K/$469.2M)

852234103

Shares:13.2K

Value:$719.3K

% of Portfolio:0.2% ($719.3K/$469.2M)

464289438

Shares:3.4K

Value:$717.2K

% of Portfolio:0.2% ($717.2K/$469.2M)

LINCOLN EDUCATIONAL SERVICES CORP

LINC|533535100

Shares:44.6K

Value:$708.2K

% of Portfolio:0.2% ($708.2K/$469.2M)

33738R506

Shares:12.0K

Value:$702.7K

% of Portfolio:0.1% ($702.7K/$469.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.7K	QoQ -13.06% (-550) YoY +108.13% (+1.9K)	All Managers (Combined)	$909.8K	0.2% ($909.8K/$469.2M)	QoQ -1.67% (-$15.5K) YoY +171.02% (+$574.1K)
SOUTHERN CO(SOcusip842587107)	9.8K	QoQ -1.15% (-114) YoY +126.16% (+5.4K)	All Managers (Combined)	$897.9K	0.2% ($897.9K/$469.2M)	QoQ +10.40% (-$84.6K) YoY +189.83% (+$588.1K)
NETFLIX INC(NFLXcusip64110L106)	944	QoQ +6.18% (+55) YoY +17.55% (+141)	All Managers (Combined)	$880.6K	0.2% ($880.6K/$469.2M)	QoQ +11.12% (+$88.2K) YoY +80.62% (+$393.1K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	19.2K	QoQ -7.43% (-1.5K) YoY -1.73% (-340)	All Managers (Combined)	$872.6K	0.2% ($872.6K/$469.2M)	QoQ +4.99% (-$41.5K) YoY +6.22% (-$51.1K)
Eaton Corp plc(ETNcusipG29183103)	3.2K	QoQ +9.44% (-277) YoY NEW(+3.2K)	All Managers (Combined)	$872.6K	0.2% ($872.6K/$469.2M)	QoQ -10.35% (-$100.8K) YoY NEW(+$872.6K)
(VGTcusip92204A702)	1.6K	QoQ 0.00% (-0) YoY +169.54% (+1.0K)	All Managers (Combined)	$864.2K	0.2% ($864.2K/$469.2M)	QoQ -12.76% (-$126.5K) YoY +178.95% (+$554.4K)
(cusip92647X830)✕	24.5K	QoQ -42.00% (-17.7K) YoY NEW(+24.5K)	All Managers (Combined)	$839.8K	0.2% ($839.8K/$469.2M)	QoQ -41.68% (-$600.2K) YoY NEW(+$839.8K)
BOEING CO(BAcusip097023105)	4.8K	QoQ +3.40% (-159) YoY -39.03% (-3.1K)	All Managers (Combined)	$823.6K	0.2% ($823.6K/$469.2M)	QoQ -0.36% (-$3.0K) YoY -46.12% (-$705.1K)
PFIZER INC(PFEcusip717081103)	32.5K	QoQ -63.01% (-55.4K) YoY -43.93% (-25.5K)	All Managers (Combined)	$823.6K	0.2% ($823.6K/$469.2M)	QoQ -64.67% (-$1.5M) YoY -48.80% (-$785.2K)
(cusip46434V860)✕	15.9K	QoQ +5.64% (+851) YoY NEW(+15.9K)	All Managers (Combined)	$806.6K	0.2% ($806.6K/$469.2M)	QoQ +6.04% (+$46.0K) YoY NEW(+$806.6K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	0.2% ($798.4K/$469.2M)	QoQ +17.25% (+$117.5K) YoY +25.84% (+$164.0K)
(VXFcusip922908652)	4.6K	QoQ -2.94% (-139) YoY -7.27% (-359)	All Managers (Combined)	$788.1K	0.2% ($788.1K/$469.2M)	QoQ -12.00% (-$107.5K) YoY -8.87% (-$76.8K)
FORD MOTOR CO(Fcusip345370860)	77.4K	QoQ +0.02% (+22) YoY +8.85% (-6.3K)	All Managers (Combined)	$775.8K	0.2% ($775.8K/$469.2M)	QoQ +1.34% (+$10.3K) YoY -17.78% (-$167.8K)
JOHNSON & JOHNSON(JNJcusip478160104)	4.6K	QoQ -8.83% (-446) YoY +25.92% (+948)	All Managers (Combined)	$763.6K	0.2% ($763.6K/$469.2M)	QoQ +4.54% (-$33.2K) YoY +32.04% (+$185.3K)
STRYKER CORP(SYKcusip863667101)	2.0K	QoQ +6.53% (+125) YoY +59.71% (+762)	All Managers (Combined)	$758.7K	0.2% ($758.7K/$469.2M)	QoQ +10.14% (+$69.9K) YoY +66.15% (+$302.1K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	6.6K	QoQ -72.45% (-17.3K) YoY -60.44% (-10.1K)	All Managers (Combined)	$719.7K	0.2% ($719.7K/$469.2M)	QoQ -67.37% (-$1.5M) YoY -49.80% (-$714.1K)
(cusip852234103)✕	13.2K	QoQ +7.67% (-944) YoY +277.42% (+9.7K)	All Managers (Combined)	$719.3K	0.2% ($719.3K/$469.2M)	QoQ -31.16% (-$325.7K) YoY +142.43% (+$422.6K)
(cusip464289438)✕	3.4K	QoQ +19.25% (+549) YoY NEW(+3.4K)	All Managers (Combined)	$717.2K	0.2% ($717.2K/$469.2M)	QoQ +6.92% (+$46.4K) YoY NEW(+$717.2K)
LINCOLN EDUCATIONAL SERVICES CORP(LINCcusip533535100)	44.6K	QoQ -1.34% (-607) YoY NEW(+44.6K)	All Managers (Combined)	$708.2K	0.2% ($708.2K/$469.2M)	QoQ -1.03% (-$7.4K) YoY NEW(+$708.2K)
(cusip33738R506)✕	12.0K	QoQ +18.88% (+1.9K) YoY NEW(+12.0K)	All Managers (Combined)	$702.7K	0.1% ($702.7K/$469.2M)	QoQ +17.67% (+$105.6K) YoY NEW(+$702.7K)