Secure Asset Management, LLC

Q4 2025 13F Holdings

Location
Troy, MI
Holdings as of
12/31/2025
Value
$639M
Value excl. options
$635M
Num holdings
343
Date filed
1/20/2026
Form type
13F-HR
Prev filing
10/9/2025
Next filing
4/9/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type