Secure Asset Management, LLC Buys First Trust NASDAQ Clean Edge Green Energy Idx Fd, Walgreens Boots Alliance Inc, JPMorgan Chase, Sells SPDR Dow Jones Industrial Average ETF, First Trust Energy AlphaDEX Fund, Exxon Mobil Corp

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Investment company Secure Asset Management, LLC (Current Portfolio) buys First Trust NASDAQ Clean Edge Green Energy Idx Fd, Walgreens Boots Alliance Inc, JPMorgan Chase, National Presto Industries Inc, SPDR Blackstone / GSO Senior Loan ETF, sells SPDR Dow Jones Industrial Average ETF, First Trust Energy AlphaDEX Fund, Exxon Mobil Corp, Mastercard Inc, Visa Inc during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Secure Asset Management, LLC. As of 2020Q4, Secure Asset Management, LLC owns 138 stocks with a total value of $162 million. These are the details of the buys and sells.

For the details of Secure Asset Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/secure+asset+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Secure Asset Management, LLC
  1. Apple Inc (AAPL) - 173,655 shares, 14.21% of the total portfolio. Shares reduced by 4.99%
  2. First Trust Capital Strength ETF (FTCS) - 141,031 shares, 5.87% of the total portfolio. Shares added by 3.32%
  3. Vanguard S&P 500 ETF (VOO) - 26,009 shares, 5.51% of the total portfolio. Shares added by 17.84%
  4. BTC iShares Core S&P 500 ETF (IVV) - 15,603 shares, 3.61% of the total portfolio. Shares added by 18.53%
  5. First Trust Dorsey Wright Focus 5 ETF (FV) - 122,889 shares, 3.07% of the total portfolio. Shares added by 4.86%
New Purchase: First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN)

Secure Asset Management, LLC initiated holding in First Trust NASDAQ Clean Edge Green Energy Idx Fd. The purchase prices were between $45.2 and $70.85, with an estimated average price of $57.45. The stock is now traded at around $84.580000. The impact to a portfolio due to this purchase was 1.79%. The holding were 41,273 shares as of 2020-12-31.

New Purchase: National Presto Industries Inc (NPK)

Secure Asset Management, LLC initiated holding in National Presto Industries Inc. The purchase prices were between $80 and $92.22, with an estimated average price of $86.02. The stock is now traded at around $94.210000. The impact to a portfolio due to this purchase was 0.35%. The holding were 6,330 shares as of 2020-12-31.

New Purchase: SPDR Blackstone / GSO Senior Loan ETF (SRLN)

Secure Asset Management, LLC initiated holding in SPDR Blackstone / GSO Senior Loan ETF. The purchase prices were between $44.13 and $45.65, with an estimated average price of $44.98. The stock is now traded at around $45.930000. The impact to a portfolio due to this purchase was 0.23%. The holding were 8,066 shares as of 2020-12-31.

New Purchase: ARK Next Generation Internet ETF (ARKW)

Secure Asset Management, LLC initiated holding in ARK Next Generation Internet ETF. The purchase prices were between $108.65 and $151.97, with an estimated average price of $126.75. The stock is now traded at around $175.800000. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,151 shares as of 2020-12-31.

New Purchase: The Kraft Heinz Co (KHC)

Secure Asset Management, LLC initiated holding in The Kraft Heinz Co. The purchase prices were between $29.22 and $35.21, with an estimated average price of $32.5. The stock is now traded at around $33.800000. The impact to a portfolio due to this purchase was 0.17%. The holding were 7,722 shares as of 2020-12-31.

New Purchase: Vanguard Total Bond Market ETF (BND)

Secure Asset Management, LLC initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $86.86 and $88.05, with an estimated average price of $87.44. The stock is now traded at around $86.960000. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,060 shares as of 2020-12-31.

Added: Walgreens Boots Alliance Inc (WBA)

Secure Asset Management, LLC added to a holding in Walgreens Boots Alliance Inc by 827.61%. The purchase prices were between $33.52 and $44.1, with an estimated average price of $38.78. The stock is now traded at around $49.810000. The impact to a portfolio due to this purchase was 1.37%. The holding were 62,688 shares as of 2020-12-31.

Added: JPMorgan Chase & Co (JPM)

Secure Asset Management, LLC added to a holding in JPMorgan Chase & Co by 50.16%. The purchase prices were between $96.54 and $127.07, with an estimated average price of $112.01. The stock is now traded at around $137.980000. The impact to a portfolio due to this purchase was 0.46%. The holding were 17,722 shares as of 2020-12-31.

Added: Bristol-Myers Squibb Company (BMY)

Secure Asset Management, LLC added to a holding in Bristol-Myers Squibb Company by 124.81%. The purchase prices were between $57.74 and $65.43, with an estimated average price of $61.52. The stock is now traded at around $60.920000. The impact to a portfolio due to this purchase was 0.16%. The holding were 7,684 shares as of 2020-12-31.

Added: Fidelity MSCI Information Technology Index ETF (FTEC)

Secure Asset Management, LLC added to a holding in Fidelity MSCI Information Technology Index ETF by 58.05%. The purchase prices were between $87.94 and $104.93, with an estimated average price of $97.13. The stock is now traded at around $109.570000. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,126 shares as of 2020-12-31.

Added: JPMorgan Ultra-Short Income ETF (JPST)

Secure Asset Management, LLC added to a holding in JPMorgan Ultra-Short Income ETF by 30.14%. The purchase prices were between $50.74 and $50.83, with an estimated average price of $50.79. The stock is now traded at around $50.790000. The impact to a portfolio due to this purchase was 0.1%. The holding were 14,309 shares as of 2020-12-31.

Added: Vanguard Long-Term Corporate Bond ETF (VCLT)

Secure Asset Management, LLC added to a holding in Vanguard Long-Term Corporate Bond ETF by 23.06%. The purchase prices were between $105.68 and $111.83, with an estimated average price of $108.82. The stock is now traded at around $106.500000. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,762 shares as of 2020-12-31.

Sold Out: SPDR Dow Jones Industrial Average ETF (DIA)

Secure Asset Management, LLC sold out a holding in SPDR Dow Jones Industrial Average ETF. The sale prices were between $263.85 and $305.66, with an estimated average price of $290.29.

Sold Out: First Trust Energy AlphaDEX Fund (FXN)

Secure Asset Management, LLC sold out a holding in First Trust Energy AlphaDEX Fund. The sale prices were between $5.47 and $8.3, with an estimated average price of $6.83.

Sold Out: Mastercard Inc (MA)

Secure Asset Management, LLC sold out a holding in Mastercard Inc. The sale prices were between $288.64 and $356.94, with an estimated average price of $332.5.

Sold Out: Vanguard Extended Duration Treasury ETF (EDV)

Secure Asset Management, LLC sold out a holding in Vanguard Extended Duration Treasury ETF. The sale prices were between $148.97 and $157.74, with an estimated average price of $153.29.

Sold Out: BTC iShares Agency Bond ETF (AGZ)

Secure Asset Management, LLC sold out a holding in BTC iShares Agency Bond ETF. The sale prices were between $118.98 and $119.6, with an estimated average price of $119.4.

Sold Out: Zoom Video Communications Inc (ZM)

Secure Asset Management, LLC sold out a holding in Zoom Video Communications Inc. The sale prices were between $337.32 and $568.34, with an estimated average price of $445.24.



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