Secure Asset Management, LLC Buys First Trust Lunt U.S. Factor Rotation ETF, SPDR Dow Jones Industrial Average ETF, FIRST TR ETF VI, Sells American National Group Inc, Vanguard Small Cap ETF, PIMCO Dynamic Income Fund

Investment company Secure Asset Management, LLC (Current Portfolio) buys First Trust Lunt U.S. Factor Rotation ETF, SPDR Dow Jones Industrial Average ETF, FIRST TR ETF VI, First Trust Dorsey Wright Focus 5 ETF, WisdomTree Global ex-U.S. Quality Dividend Growth , sells American National Group Inc, Vanguard Small Cap ETF, PIMCO Dynamic Income Fund, Cigna Corp, Vanguard Mortgage-Backed Securities ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Secure Asset Management, LLC. As of 2021Q3, Secure Asset Management, LLC owns 182 stocks with a total value of $203 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) - 189,147 shares, 13.21% of the total portfolio. Shares added by 2.14%
  2. iShares Core S&P 500 ETF (IVV) - 48,135 shares, 10.24% of the total portfolio. Shares reduced by 0.86%
  3. Vanguard S&P 500 ETF (VOO) - 40,725 shares, 7.93% of the total portfolio. Shares added by 13.75%
  4. First Trust Dorsey Wright Focus 5 ETF (FV) - 186,625 shares, 4.22% of the total portfolio. Shares added by 23.90%
  5. SPDR Dow Jones Industrial Average ETF (DIA) - 20,487 shares, 3.42% of the total portfolio. Shares added by 42.92%
New Purchase: First Trust Lunt U.S. Factor Rotation ETF (FCTR)

Secure Asset Management, LLC initiated holding in First Trust Lunt U.S. Factor Rotation ETF. The purchase prices were between $34.01 and $36.48, with an estimated average price of $35.37. The stock is now traded at around $35.450000. The impact to a portfolio due to this purchase was 1.38%. The holding were 82,267 shares as of 2021-09-30.

New Purchase: FIRST TR ETF VI (FTXR)

Secure Asset Management, LLC initiated holding in FIRST TR ETF VI. The purchase prices were between $30.62 and $33.97, with an estimated average price of $31.96. The stock is now traded at around $33.810000. The impact to a portfolio due to this purchase was 1.02%. The holding were 66,910 shares as of 2021-09-30.

New Purchase: WisdomTree Global ex-U.S. Quality Dividend Growth (DNL)

Secure Asset Management, LLC initiated holding in WisdomTree Global ex-U.S. Quality Dividend Growth . The purchase prices were between $40.46 and $43.63, with an estimated average price of $42.21. The stock is now traded at around $42.338400. The impact to a portfolio due to this purchase was 0.64%. The holding were 31,828 shares as of 2021-09-30.

New Purchase: FIRST TR EXCH VII (FTGC)

Secure Asset Management, LLC initiated holding in FIRST TR EXCH VII. The purchase prices were between $22.72 and $24.29, with an estimated average price of $23.64. The stock is now traded at around $25.230000. The impact to a portfolio due to this purchase was 0.62%. The holding were 52,090 shares as of 2021-09-30.

New Purchase: Vanguard Total World Bond ETF (BNDW)

Secure Asset Management, LLC initiated holding in Vanguard Total World Bond ETF. The purchase prices were between $79.76 and $81.1, with an estimated average price of $80.55. The stock is now traded at around $79.670000. The impact to a portfolio due to this purchase was 0.35%. The holding were 8,748 shares as of 2021-09-30.

New Purchase: First Trust Exchange-Traded Fund VIII ETF (DEED)

Secure Asset Management, LLC initiated holding in First Trust Exchange-Traded Fund VIII ETF. The purchase prices were between $25.78 and $26.02, with an estimated average price of $25.91. The stock is now traded at around $25.860000. The impact to a portfolio due to this purchase was 0.33%. The holding were 25,505 shares as of 2021-09-30.

Added: SPDR Dow Jones Industrial Average ETF (DIA)

Secure Asset Management, LLC added to a holding in SPDR Dow Jones Industrial Average ETF by 42.92%. The purchase prices were between $338.18 and $355.08, with an estimated average price of $348.19. The stock is now traded at around $357.300000. The impact to a portfolio due to this purchase was 1.03%. The holding were 20,487 shares as of 2021-09-30.

Added: First Trust Dorsey Wright Focus 5 ETF (FV)

Secure Asset Management, LLC added to a holding in First Trust Dorsey Wright Focus 5 ETF by 23.90%. The purchase prices were between $45.16 and $48.44, with an estimated average price of $47.24. The stock is now traded at around $48.840000. The impact to a portfolio due to this purchase was 0.81%. The holding were 186,625 shares as of 2021-09-30.

Added: iShares Core S&P Small-Cap ETF (IJR)

Secure Asset Management, LLC added to a holding in iShares Core S&P Small-Cap ETF by 272.51%. The purchase prices were between $104.15 and $113.18, with an estimated average price of $109.65. The stock is now traded at around $113.230000. The impact to a portfolio due to this purchase was 0.46%. The holding were 11,667 shares as of 2021-09-30.

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Secure Asset Management, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 39.09%. The purchase prices were between $354.18 and $381.69, with an estimated average price of $367.93. The stock is now traded at around $384.220000. The impact to a portfolio due to this purchase was 0.38%. The holding were 7,725 shares as of 2021-09-30.

Added: iShares Russell 2000 ETF (IWM)

Secure Asset Management, LLC added to a holding in iShares Russell 2000 ETF by 107.86%. The purchase prices were between $211.09 and $230.69, with an estimated average price of $221.07. The stock is now traded at around $228.110000. The impact to a portfolio due to this purchase was 0.31%. The holding were 5,554 shares as of 2021-09-30.

Added: Vanguard Intermediate-Term Bond ETF (BIV)

Secure Asset Management, LLC added to a holding in Vanguard Intermediate-Term Bond ETF by 65.72%. The purchase prices were between $89.27 and $91.04, with an estimated average price of $90.27. The stock is now traded at around $88.850000. The impact to a portfolio due to this purchase was 0.19%. The holding were 11,022 shares as of 2021-09-30.

Sold Out: American National Group Inc (ANAT)

Secure Asset Management, LLC sold out a holding in American National Group Inc. The sale prices were between $150.71 and $194.46, with an estimated average price of $177.58.

Sold Out: Vanguard Small Cap ETF (VB)

Secure Asset Management, LLC sold out a holding in Vanguard Small Cap ETF. The sale prices were between $211.35 and $228.82, with an estimated average price of $221.78.

Sold Out: Cigna Corp (CI)

Secure Asset Management, LLC sold out a holding in Cigna Corp. The sale prices were between $200.16 and $238.3, with an estimated average price of $217.75.

Sold Out: Vanguard Mortgage-Backed Securities ETF (VMBS)

Secure Asset Management, LLC sold out a holding in Vanguard Mortgage-Backed Securities ETF. The sale prices were between $53.15 and $53.54, with an estimated average price of $53.35.

Sold Out: ViacomCBS Inc (VIAC)

Secure Asset Management, LLC sold out a holding in ViacomCBS Inc. The sale prices were between $38.47 and $44.95, with an estimated average price of $40.8.

Sold Out: Vanguard International Dividend Appreciation ETF (VIGI)

Secure Asset Management, LLC sold out a holding in Vanguard International Dividend Appreciation ETF. The sale prices were between $86.36 and $93.03, with an estimated average price of $89.25.



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