0001800692-21-000003.txt : 20210716
0001800692-21-000003.hdr.sgml : 20210716
20210716130207
ACCESSION NUMBER: 0001800692-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210716
DATE AS OF CHANGE: 20210716
EFFECTIVENESS DATE: 20210716
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Secure Asset Management, LLC
CENTRAL INDEX KEY: 0001800692
IRS NUMBER: 141996228
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19770
FILM NUMBER: 211094868
BUSINESS ADDRESS:
STREET 1: 2565 WEST MAPLE ROAD
CITY: TROY
STATE: MI
ZIP: 48084
BUSINESS PHONE: 248-414-1562
MAIL ADDRESS:
STREET 1: 2565 WEST MAPLE ROAD
CITY: TROY
STATE: MI
ZIP: 48084
13F-HR
1
primary_doc.xml
13F-HR
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false
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0001800692
XXXXXXXX
06-30-2021
06-30-2021
false
Secure Asset Management, LLC
2565 West Maple Road
Troy
MI
48084
13F HOLDINGS REPORT
028-19770
N
Randall Eli Joseph
Chief Compliance Officer
248-414-1562
/s/ Randall Eli Joseph
Troy
MI
07-16-2021
0
182
197134
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
395
1990
SH
SOLE
0
0
1990
A10 NETWORKS INC
COM
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130
11511
SH
SOLE
0
0
11511
ABBVIE INC
COM
00287Y109
2111
18737
SH
SOLE
0
0
18737
ACCO BRANDS CORP
COM
00081T108
116
13476
SH
SOLE
0
0
13476
ADOBE SYSTEMS INCORPORATED
COM
00724F101
459
784
SH
SOLE
0
0
784
ALPHABET INC
CAP STK CL A
02079K305
339
139
SH
SOLE
0
0
139
AMAZON COM INC
COM
023135106
1297
377
SH
SOLE
0
0
377
AMERICAN NATIONAL GROUP INC
COM NEW
02772A109
1702
11457
SH
SOLE
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11457
ANNALY CAPITAL MANAGEMENT IN
COM
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15716
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15716
APPLE INC
COM
037833100
25364
185192
SH
SOLE
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0
185192
ARBUTUS BIOPHARMA CORP
COM
03879J100
30
10000
SH
SOLE
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0
10000
AT&T INC
COM
00206R102
416
14448
SH
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14448
AUTOMATIC DATA PROCESSING IN
COM
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COM
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BEYOND AIR INC
COM
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COM
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COM
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COM
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BLACKROCK TAX MUNICPAL BD TR
SHS
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BLACKSTONE GROUP INC
COM
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BOEING CO
COM
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BRISTOL-MYERS SQUIBB CO
COM
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CARNIVAL CORP
UNIT 99/99/9999
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COM
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COM
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COM
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CIGNA CORP NEW
COM
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CISCO SYS INC
COM
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COCA COLA CO
COM
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COLGATE PALMOLIVE CO
COM
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2567
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SOLE
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COMCAST CORP NEW
CL A
20030N101
371
6511
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SOLE
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CONSTELLATION BRANDS INC
CL A
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203
868
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SOLE
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CROWN CASTLE INTL CORP NEW
COM
22822V101
280
1433
SH
SOLE
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CSX CORP
COM
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CVS HEALTH CORP
COM
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XTRACKERS LOW
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COM NEW
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DISNEY WALT CO
COM
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DOLLAR GEN CORP NEW
COM
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DOUBLELINE INCOME SOLUTIONS
COM
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COM
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DOW INC
COM
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COM
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COM
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EATON CORP PLC
SHS
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EMERSON ELEC CO
COM
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COM
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ESPEY MFG & ELECTRS CORP
COM
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INFRACP REIT PFD
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COM
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COM
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TCW SECURITIZED
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SHS
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COM
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GENERAL DYNAMICS CORP
COM
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GENERAL ELECTRIC CO
COM
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GILEAD SCIENCES INC
COM
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GOLDMAN SACHS GROUP INC
COM
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COM
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HONEYWELL INTL INC
COM
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DYNMC BLDG CON
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MICRO-CAP ETF
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TIPS BD ETF
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ULTRA SHT MUNCPL
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COM
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CL B
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NORTHROP GRUMMAN CORP
COM
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COM NEW
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COM
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COM
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COM
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COM
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COM SHS
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COM
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SCHWAB STRATEGIC TR
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SBI MATERIALS
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BLACKSTONE SENR
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COM
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COM
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TARGET CORP
COM
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TESLA INC
COM
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504
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UNION PAC CORP
COM
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SOLE
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UNITED PARCEL SERVICE INC
CL B
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SOLE
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UNITEDHEALTH GROUP INC
COM
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INVT GRADE FLTG
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VANGUARD ADMIRAL FDS INC
500 GRTH IDX F
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3724
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S&P 500 ETF SHS
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STRM INFPROIDX
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VANGUARD SCOTTSDALE FDS
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LG-TERM COR BD
92206C813
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MORTG-BACK SEC
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INTL DVD ETF
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921910840
328
3291
SH
SOLE
0
0
3291
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
285
1151
SH
SOLE
0
0
1151
VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
367
1169
SH
SOLE
0
0
1169
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
272
3003
SH
SOLE
0
0
3003
VANGUARD WORLD FDS
INF TECH ETF
92204A702
859
2154
SH
SOLE
0
0
2154
VERIZON COMMUNICATIONS INC
COM
92343V104
729
13005
SH
SOLE
0
0
13005
VIACOMCBS INC
CL B
92556H206
501
11075
SH
SOLE
0
0
11075
VISA INC
COM CL A
92826C839
636
2722
SH
SOLE
0
0
2722
WALGREENS BOOTS ALLIANCE INC
COM
931427108
308
5858
SH
SOLE
0
0
5858
WALMART INC
COM
931142103
1095
7767
SH
SOLE
0
0
7767