Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SECURE ASSET MANAGEMENT LLC | 07-24-2024 | 06-30-2024 | 283 | 528,546,516 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $60,974,837 | 121,918 | 0.01 | 0.01 | 11,804 | 10.72 | 06-30-2024 |
| APPLE INC | COM | 2 | $44,197,543 | 209,845 | 0.01 | 0.01 | -211 | -0.10 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 3 | $21,470,502 | 173,794 | 0.00 | 0.00 | 160,715 | 1228.80 | 06-30-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 4 | $19,542,150 | 86,382 | 0.00 | 0.00 | -4,472 | -4.92 | 06-30-2024 |
