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  Name: Secure Asset Management LLC
  City: Troy
  State: MI
  Zip: 48084
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $425,061,000
  Total Value Change : $52,969,000
  Securities Held Change : 2
   
All Securities Held : 228
  New Positions : 36
  Closed Positions : 37
  Increased Positions : 109
  Unchanged Positions : 5
  Decreased Positions : 78

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 117 - $627,400.00 $634,000 1 0.15% 91,000 0 0    Property & Casualty I...
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 122 - $81.47 $604,000 7,380 0.14% -1,000 0 0.001    Closed - End Fund - E...
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 131 - $53.83 $495,000 9,100 0.12% 19,000 0 0.001    N/A
   (USO)1 Year Chart         USO United States Oil Fund, Lp 196 - $74.82 $262,000 3,323 0.06% 41,000 0 0.003    Closed - End Fund - E...
   (MAR)1 Year Chart         MAR Marriott International Inc 197 - $231.17 $259,000 1,028 0.06% 27,000 0 0    Lodging

      5 Records Found
  1    
Page 1 of 1
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