Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SECURE ASSET MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 229 | 425,314,918 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | EXTEND MKT ETF | 151 | $864,862 | 4,934 | 0.00 | 0.00 | -54 | -1.08 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ OIL GAS | 152 | $849,908 | 26,316 | 0.00 | 0.00 | -49,047 | -65.08 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 153 | $821,502 | 19,578 | 0.00 | 0.00 | 132 | 0.68 | 03-31-2024 |
| ISHARES TR | U.S. TECH ETF | 154 | $762,582 | 5,646 | 0.00 | 0.00 | 3,603 | 176.36 | 03-31-2024 |
