Hedge Fund Database

SECURE ASSET MANAGEMENT, L.L.C.

Adviser information for SECURE ASSET MANAGEMENT, L.L.C. last updated from Form ADV on March 31st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Michigan, United States

Employees

Total Number of Employees 41
Investment Advisory/Research 41
Registered Broker-Dealer Representatives 25
Registered State Investment Advisers 41
Licensed Agents of an Insurance Company 23
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,422 $557.8M
Non-Discretionary 276 $41.8M
Total 3,698 $599.6M

Clients

Type Number RAUM
Individuals 3,632 $448.4M
HNW Individuals 66 $151.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed feesSOLICITOR FOR 3RD PARTY MONEY MANAGERS

Identifiers

SEC RIA File Number 801-113954
SEC ERA File Number 801-113954
SEC CIK Numbers 1800692
SEC CRD Numbers 144046
Legal Entity Identifier None

Principal Office

2565 WEST MAPLE RD
TROY
MI
United States
Monday - Friday, 8:30 A.M.-5:00 P.M.
Tel: 248-414-1562, Fax: 248-414-1521

Websites

www.secureinvestorsgroup.com titanwealthadvisors.com/ www.linkedin.com/company/securefg/ www.securefg.com/ www.yourplanners.com/ tradewelltax.com/ www.facebook.com/tradewell.tax.financial/ www.linkedin.com/company/tradewell/ www.sassetmgmt.com/ twitter.com/tradewellfw www.nevillefinancial.com www.re-transition.com/ www.1031csg.com/

Chief Compliance Officer

RANDALL JOSEPH
CHIEF COMPLIANCE OFFICER
2565 W MAPLE ROAD
TROY
MI
United States
Tel: 248-414-1562
Fax: 248-414-1521
(Full email address available in API data)

Industry Affiliates

AURORA SECURITIES Broker-dealer, municipal securities dealer, or gov securities broker or dealerInsurance company or agency
SECURE INVESTORS GROUP, INC. Insurance company or agency
SECURE TAX SERVICE, L.L.C. Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SPENCER, BRYAN, ELIOTT Individual – MANAGING MEMBER 04/2007 > 75%
JOSEPH, RANDALL, ELI Individual – CHIEF COMPLIANCE OFFICER 05/2019 < 5%

No. Employees, Historic

50250201920202021202220232024202516 on 4/2/201916 on 5/2/201916 on 6/19/201916 on 7/29/201916 on 8/13/201916 on 3/6/202016 on 3/11/202016 on 4/16/202016 on 6/25/202016 on 6/29/202015 on 7/13/202016 on 7/15/202016 on 7/22/202016 on 7/31/202016 on 9/11/202016 on 1/5/202116 on 1/14/202116 on 2/2/202116 on 2/10/202116 on 3/16/202116 on 4/8/202116 on 5/4/202116 on 5/5/202116 on 5/6/202117 on 6/14/202117 on 7/19/202117 on 7/21/202116 on 7/23/202116 on 9/9/202116 on 9/23/202120 on 10/8/202121 on 10/19/202121 on 3/15/202221 on 4/26/202221 on 5/2/202223 on 6/14/202223 on 6/16/202223 on 7/11/202223 on 9/7/202224 on 9/26/202223 on 10/10/202224 on 10/20/202224 on 11/2/202224 on 11/7/202224 on 11/10/202223 on 12/22/202223 on 12/22/202223 on 2/1/202336 on 3/27/202337 on 4/13/202338 on 4/20/202339 on 7/21/202339 on 8/23/202340 on 8/28/202341 on 10/20/202341 on 10/30/202341 on 11/3/202342 on 2/1/202442 on 2/23/202442 on 3/20/202441 on 3/31/2024

RAUM, Historic

600M300M02019202020212022202320242025193751597 on 4/2/2019193751597 on 5/2/2019193751597 on 6/19/2019193751597 on 7/29/2019193751597 on 8/13/2019193751597 on 3/6/2020220400000 on 3/11/2020220400000 on 4/16/2020220400000 on 6/25/2020220400000 on 6/29/2020220400000 on 7/13/2020220400000 on 7/15/2020220400000 on 7/22/2020220400000 on 7/31/2020220400000 on 9/11/2020220400000 on 1/5/2021220400000 on 1/14/2021220400000 on 2/2/2021220400000 on 2/10/2021244863542 on 3/16/2021244863542 on 4/8/2021244863542 on 5/4/2021244863542 on 5/5/2021244863542 on 5/6/2021244863542 on 6/14/2021244863542 on 7/19/2021244863542 on 7/21/2021244863542 on 7/23/2021244863542 on 9/9/2021244863542 on 9/23/2021244863542 on 10/8/2021244863542 on 10/19/2021387297139 on 3/15/2022387297139 on 4/26/2022387297139 on 5/2/2022387297139 on 6/14/2022387297139 on 6/16/2022387297139 on 7/11/2022387297139 on 9/7/2022387297139 on 9/26/2022387297139 on 10/10/2022387297139 on 10/20/2022387297139 on 11/2/2022387297139 on 11/7/2022387297139 on 11/10/2022387297139 on 12/22/2022387297139 on 12/22/2022387297139 on 2/1/2023439981505 on 3/27/2023439981505 on 4/13/2023439981505 on 4/20/2023439981505 on 7/21/2023439981505 on 8/23/2023439981505 on 8/28/2023439981505 on 10/20/2023439981505 on 10/30/2023439981505 on 11/3/2023439981505 on 2/1/2024439981505 on 2/23/2024599576285 on 3/20/2024599576285 on 3/31/2024

No. Clients, Historic

4,0002,000020192020202120222023202420251248 on 4/2/20191248 on 5/2/20191248 on 6/19/20191248 on 7/29/20191248 on 8/13/20191248 on 3/6/20201831 on 3/11/20201831 on 4/16/20201831 on 6/25/20201831 on 6/29/20201831 on 7/13/20201831 on 7/15/20201831 on 7/22/20201831 on 7/31/20201831 on 9/11/20201831 on 1/5/20211831 on 1/14/20211831 on 2/2/20211831 on 2/10/20211664 on 3/16/20211664 on 4/8/20211664 on 5/4/20211664 on 5/5/20211664 on 5/6/20211664 on 6/14/20211664 on 7/19/20211664 on 7/21/20211664 on 7/23/20211664 on 9/9/20211664 on 9/23/20211664 on 10/8/20211664 on 10/19/20212284 on 3/15/20222284 on 4/26/20222284 on 5/2/20222284 on 6/14/20222284 on 6/16/20222284 on 7/11/20222284 on 9/7/20222284 on 9/26/20222284 on 10/10/20222284 on 10/20/20222284 on 11/2/20222284 on 11/7/20222284 on 11/10/20222284 on 12/22/20222284 on 12/22/20222284 on 2/1/20232376 on 3/27/20232376 on 4/13/20232376 on 4/20/20232376 on 7/21/20232376 on 8/23/20232376 on 8/28/20232376 on 10/20/20232376 on 10/30/20232376 on 11/3/20232376 on 2/1/20242376 on 2/23/20243698 on 3/20/20243698 on 3/31/2024

Holdings

From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 2M 10K –
ADOBE INC COM 440K 792 –
ADVANCED MICRO DEVICES INC COM 569K 4K –
AFLAC INC COM 865K 10K –
ALBEMARLE CORP COM 1M 11K –
ALPHABET INC CAP STK CL A 3M 16K –
ALPHABET INC CAP STK CL C 2M 10K –
ALPS ETF TR OSHARES US SMLCP 3M 67K –
ALPS ETF TR OSHARES EUR QLT 930K 31K –
ALPS ETF TR OSHARES US QUALT 979K 20K –
ALTRIA GROUP INC COM 376K 8K –
AMAZON COM INC COM 9M 46K –
AMERICAN ELEC PWR CO INC COM 2M 17K –
AMGEN INC COM 278K 890 –
ANGEL OAK FUNDS TRUST OAK ULTRASHORT 2M 41K –
APPLE INC COM 44M 209K –
APPLE INC COM 84K 400 –
ARES CAPITAL CORP COM 226K 11K –
ARES DYNAMIC CR ALLOCATION F COM 2M 146K –
ARES MANAGEMENT CORPORATION CL A COM STK 877K 7K –
AT&T INC COM 696K 36K –
BANK AMERICA CORP COM 732K 18K –
BARINGS CORPORATE INVS COM 3M 150K –
BARINGS GLOBAL SHORT DURATIO COM 740K 51K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 6K –
BERKSHIRE HATHAWAY INC DEL CL A 612K 1 –
BLACKROCK ETF TRUST II FLEXIBLE INCOME 4M 73K –
BLACKROCK MUNIYIELD MICH QU COM 1M 128K –
BLACKSTONE INC COM 306K 2K –
BLOCK INC CL A 803K 12K –
BOEING CO COM 2M 9K –
BROADCOM INC COM 700K 436 –
CALAMOS ETF TR NASDAQ 100 STRUC 203K 8K –
CATERPILLAR INC COM 479K 1K –
CELSIUS HLDGS INC COM NEW 359K 6K –
CERUS CORP COM 27K 16K –
CHEMOURS CO COM 1M 55K –
CHEVRON CORP NEW COM 2M 12K –
CHIPOTLE MEXICAN GRILL INC COM 448K 7K –
CINTAS CORP COM 323K 461 –
COCA COLA CO COM 2M 27K –
COHEN & STEERS REIT & PFD & COM 351K 17K –
COLGATE PALMOLIVE CO COM 288K 3K –
COMPUGEN LTD ORD 69K 41K –
CONAGRA BRANDS INC COM 1M 48K –
CONSTELLATION BRANDS INC CL A 1M 5K –
COSTCO WHSL CORP NEW COM 952K 1K –
CROWDSTRIKE HLDGS INC CL A 2M 5K –
CSX CORP COM 544K 16K –
CVS HEALTH CORP COM 1M 21K –
D R HORTON INC COM 241K 2K –
DIAMONDBACK ENERGY INC COM 1M 7K –
DIMENSIONAL ETF TRUST US TARGETED VLU 472K 9K –
DISNEY WALT CO COM 355K 4K –
DOUBLELINE INCOME SOLUTIONS COM 205K 16K –
DOW INC COM 391K 7K –
DRAGONFLY ENERGY HOLDINGS CO COM 11K 13K –
DTE ENERGY CO COM 413K 4K –
DUPONT DE NEMOURS INC COM 325K 4K –
EATON CORP PLC SHS 791K 3K –
ELI LILLY & CO COM 1M 2K –
ESSENTIAL UTILS INC COM 1M 38K –
ETFIS SER TR I VIRTUS INFRCAP 6M 274K –
EXXON MOBIL CORP COM 5M 42K –
FAIR ISAAC CORP COM 370K 248 –
FEDEX CORP COM 233K 778 –
FIDELITY COVINGTON TRUST MSCI INFO TECH I 3M 16K –
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 452K 10K –
FIDELITY COVINGTON TRUST MSCI INDL INDX 280K 4K –
FIDELITY MERRIMACK STR TR LOW DURTIN ETF 5M 101K –
FIDELITY WISE ORIGIN BITCOIN SHS 1M 24K –
FIRST SOLAR INC COM 2M 8K –
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 404K 23K –
FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 235K 2K –
FIRST TR EXCHANGE TRADED FD GROWTH STRENGTH 3M 83K –
FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 4M 85K –
FIRST TR EXCHANGE TRADED FD CONSUMR DISCRE 824K 14K –
FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 862K 13K –
FIRST TR EXCHANGE-TRADED FD NASDQ OIL GAS 449K 15K –
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 10M 176K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 4M 63K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 912K 4K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 1M 26K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 4M 46K –
FIRST TR EXCHANGE-TRADED FD FT VEST RIS 1M 45K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 1M 24K –
FIRST TR EXCHANGE-TRADED FD NASDAQ BK ETF 7M 282K –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 497K 7K –
FIRST TR EXCHANGE-TRADED FD NASDQ SEMCNDTR 1M 10K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 2M 70K –
FIRST TR LRG CP VL ALPHADEX COM SHS 4M 54K –
FIRST TR LRGE CP CORE ALPHA COM SHS 4M 41K –
FIRST TR NAS100 EQ WEIGHTED SHS 2M 13K –
FIRST TR NASDAQ 100 TECH IND SHS 1M 6K –
FIRST TR VALUE LINE DIVID IN SHS 3M 81K –
FISERV INC COM 2M 12K –
FORD MTR CO DEL COM 844K 67K –
GE AEROSPACE COM NEW 598K 4K –
GE VERNOVA INC COM 210K 1K –
GENERAC HLDGS INC COM 1M 11K –
GENERAL DYNAMICS CORP COM 2M 6K –
GENERAL MLS INC COM 209K 3K –
GLOBAL X FDS GLOBAL X SILVER 319K 10K –
GLOBAL X FDS US INFR DEV ETF 383K 10K –
GOLDMAN SACHS GROUP INC COM 249K 550 –
GRACO INC COM 2M 24K –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 338K 6K –
GUGGENHEIM STRATEGIC OPPORTU COM SBI 5M 333K –
HEALTHPEAK PROPERTIES INC COM 296K 15K –
HERSHEY CO COM 204K 1K –
HOME DEPOT INC COM 1M 3K –
INNOVATIVE INDL PPTYS INC COM 2M 14K –
INNOVATOR ETFS TRUST US EQUT BUFR AUG 388K 10K –
INNOVATOR ETFS TRUST US EQTY BUFR JUL 779K 19K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 518K 15K –
INNOVATOR ETFS TRUST US EQTY BUFR JAN 297K 7K –
INNOVATOR ETFS TRUST US EQTY BUFR MAY 469K 12K –
INNOVATOR ETFS TRUST US EQTY BUF SEP 377K 9K –
INNOVATOR ETFS TRUST US EQTY BUFR JUN 540K 14K –
INNOVATOR ETFS TRUST US EQT BUFR APR 384K 9K –
INTEL CORP COM 201K 7K –
INTERNATIONAL BUSINESS MACHS COM 365K 2K –
INTUITIVE SURGICAL INC COM NEW 644K 1K –
INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 245K 3K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 5M 26K –
INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 247K 3K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 MUNI 641K 26K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 2M 111K –
INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 2M 134K –
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 2M 123K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 MUNI 653K 26K –
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 2M 113K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 2M 118K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 2M 118K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 2M 108K –
INVESCO EXCHANGE TRADED FD T WATER RES ETF 323K 5K –
INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 8M 82K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 2M 45K –
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 452K 7K –
INVESCO QQQ TR UNIT SER 1 240K 500 –
INVESCO QQQ TR UNIT SER 1 2M 4K –
IRON MTN INC DEL COM 451K 5K –
IRSA INVERSIONES Y REP S A SPON GDS ECH 10 771K 86K –
ISHARES BITCOIN TR SHS 1M 40K –
ISHARES INC FRONTIER AND SEL 730K 27K –
ISHARES TR GLOBAL ENERG ETF 357K 9K –
ISHARES TR RUS 1000 GRW ETF 276K 756 –
ISHARES TR US BR DEL SE ETF 301K 3K –
ISHARES TR 1 3 YR TREAS BD 615K 8K –
ISHARES TR ISHARES BIOTECH 388K 3K –
ISHARES TR US AER DEF ETF 1M 11K –
ISHARES TR GLOBAL 100 ETF 210K 2K –
ISHARES TR U.S. MED DVC ETF 330K 6K –
ISHARES TR CORE S&P SCP ETF 2M 15K –
ISHARES TR TRS FLT RT BD 1M 21K –
ISHARES TR U.S. TECH ETF 4M 24K –
ISHARES TR CORE S&P500 ETF 13M 25K –
ISHARES TR MSCI USA MMENTM 345K 2K –
ISHARES TR MSCI USA QLT FCT 560K 3K –
ISHARES TR RUS TP200 GR ETF 335K 2K –
ISHARES TR CORE MSCI EAFE 414K 6K –
ISHARES TR RUS 1000 VAL ETF 660K 4K –
ISHARES TR MSCI USA MIN VOL 318K 4K –
ISHARES TR S&P 500 GRWT ETF 355K 4K –
ISHARES TR ISHARES SEMICDTR 355K 1K –
ISHARES TR SELECT DIVID ETF 496K 4K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 212K 4K –
JANUS DETROIT STR TR HENDRSON AAA CL 4M 73K –
JANUS DETROIT STR TR HENDERSN SML ETF 311K 5K –
JOHNSON & JOHNSON COM 485K 3K –
JPMORGAN CHASE & CO. COM 3M 16K –
KAYNE ANDERSON ENERGY INFRST COM 955K 92K –
KRAFT HEINZ CO COM 1M 42K –
KROGER CO COM 643K 13K –
LAM RESEARCH CORP COM 417K 391 –
LINCOLN EDL SVCS CORP COM 612K 52K –
LOCKHEED MARTIN CORP COM 299K 640 –
LUMEN TECHNOLOGIES INC COM 19K 17K –
MARATHON OIL CORP COM 1M 48K –
MARRIOTT INTL INC NEW CL A 572K 2K –
MASCO CORP COM 360K 5K –
MCDONALDS CORP COM 2M 7K –
MERCK & CO INC COM 3M 27K –
META PLATFORMS INC CL A 9M 18K –
MICROSOFT CORP COM 10M 23K –
MICROSTRATEGY INC CL A NEW 2M 2K –
MIRUM PHARMACEUTICALS INC COM 2M 46K –
MP MATERIALS CORP COM CL A 1M 93K –
NEOS ETF TRUST NEOS ENH INC 1-3 312K 6K –
NETFLIX INC COM 602K 892 –
NEW YORK CMNTY BANCORP INC COM 105K 33K –
NEWMONT CORP COM 2M 42K –
NIKE INC CL B 311K 4K –
NOBLE CORP PLC ORD SHS A 1M 29K –
NORTHROP GRUMMAN CORP COM 214K 490 –
NRG ENERGY INC COM NEW 453K 6K –
NVIDIA CORPORATION COM 21M 173K –
NVIDIA CORPORATION COM 86K 700 –
OKLO INC COM CL A 290K 34K –
ORACLE CORP COM 2M 11K –
OTTER TAIL CORP COM 372K 4K –
PACCAR INC COM 325K 3K –
PACER FDS TR PACER US SMALL 1M 25K –
PACER FDS TR PAC ASSET FLTG 234K 5K –
PACER FDS TR US CASH COWS 100 3M 60K –
PALO ALTO NETWORKS INC COM 1M 3K –
PARKER-HANNIFIN CORP COM 333K 659 –
PEPSICO INC COM 279K 2K –
PERMIAN RESOURCES CORP CLASS A COM 1M 84K –
PFIZER INC COM 2M 58K –
PGIM ETF TR FLOATING RT INC 428K 8K –
PGIM ETF TR PGIM ULTRA SH BD 3M 69K –
PGIM SHORT DUR HIG YLD OPP F COM 631K 41K –
PHILIP MORRIS INTL INC COM 2M 17K –
PHILLIPS 66 COM 285K 2K –
PHILLIPS EDISON & CO INC COMMON STOCK 204K 6K –
PROCTER AND GAMBLE CO COM 646K 4K –
PROGRESSIVE CORP COM 377K 2K –
PROSHARES TR ULTRAPRO QQQ 262K 4K –
PUBLIC SVC ENTERPRISE GRP IN COM 2M 22K –
QUALCOMM INC COM 370K 2K –
SALESFORCE INC COM 1M 5K –
SCHWAB CHARLES CORP COM 1M 19K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 2M 26K –
SCHWAB STRATEGIC TR US LCAP GR ETF 443K 4K –
SELECT SECTOR SPDR TR COMMUNICATION 423K 5K –
SELECT SECTOR SPDR TR ENERGY 1M 16K –
SELECT SECTOR SPDR TR SBI CONS DISCR 239K 1K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 252K 2K –
SELECT SECTOR SPDR TR TECHNOLOGY 20M 86K –
SHOPIFY INC CL A 272K 4K –
SOUTHERN CO COM 817K 11K –
SPDR DOW JONES INDL AVERAGE UT SER 1 2M 4K –
SPDR GOLD TR GOLD SHS 1M 5K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 276K 7K –
SPDR S&P 500 ETF TR TR UNIT 3M 5K –
SPDR S&P 500 ETF TR TR UNIT 272K 500 –
SPDR SER TR S&P DIVID ETF 397K 3K –
SPDR SER TR BLOOMBERG 1-3 MO 238K 3K –
SPDR SER TR BLOOMBERG INVT 213K 7K –
SPROTT PHYSICAL GOLD TR UNIT 211K 12K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 10M 231K –
STARBUCKS CORP COM 296K 4K –
STEEL DYNAMICS INC COM 204K 2K –
STRYKER CORPORATION COM 434K 1K –
SUPER MICRO COMPUTER INC COM 593K 724 –
T-MOBILE US INC COM 381K 2K –
TAPESTRY INC COM 1M 31K –
TARGA RES CORP COM 1M 10K –
TARGET CORP COM 280K 2K –
TESLA INC COM 3M 17K –
TESLA INC COM 455K 2K –
THE CIGNA GROUP COM 242K 733 –
TRANSDIGM GROUP INC COM 372K 291 –
TRUIST FINL CORP COM 346K 9K –
ULTIMUS MANAGERS TR Q3 ALL SEASN ACT 3M 108K –
UNITED RENTALS INC COM 324K 501 –
UNITED STS OIL FD LP UNITS 264K 3K –
UNITEDHEALTH GROUP INC COM 2M 4K –
UPBOUND GROUP INC COM 1M 41K –
US BANCORP DEL COM NEW 365K 9K –
VANECK ETF TRUST SEMICONDUCTR ETF 452K 2K –
VANECK ETF TRUST SEMICONDUCTR ETF 52K 200 –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 299K 6K –
VANGUARD INDEX FDS VALUE ETF 212K 1K –
VANGUARD INDEX FDS S&P 500 ETF SHS 61M 122K –
VANGUARD INDEX FDS TOTAL STK MKT 340K 1K –
VANGUARD INDEX FDS EXTEND MKT ETF 796K 5K –
VANGUARD INDEX FDS MID CAP ETF 3M 13K –
VANGUARD INDEX FDS SMALL CP ETF 746K 3K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 5M 47K –
VANGUARD MALVERN FDS STRM INFPROIDX 7M 150K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 207K 3K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 3M 16K –
VANGUARD WORLD FD INF TECH ETF 928K 2K –
VERIZON COMMUNICATIONS INC COM 827K 20K –
VICI PPTYS INC COM 1M 51K –
VISA INC COM CL A 2M 7K –
WALMART INC COM 2M 29K –
WILLIAMS COS INC COM 2M 40K –
WILLSCOT MOBIL MINI HLDNG CO COM CL A 1M 27K –
WORLD GOLD TR SPDR GLD MINIS 200K 4K –
YIREN DIGITAL LTD SPONSORED ADS 310K 68K –