0001800692-22-000004.txt : 20221012
0001800692-22-000004.hdr.sgml : 20221012
20221012120810
ACCESSION NUMBER: 0001800692-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221012
DATE AS OF CHANGE: 20221012
EFFECTIVENESS DATE: 20221012
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: 221306043
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
LIVE
false
false
false
0001800692
XXXXXXXX
09-30-2022
09-30-2022
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
10-12-2022
0
155
178512
INFORMATION TABLE
2
infotable.xml
A10 NETWORKS INC
COM
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ABBVIE INC
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ACCO BRANDS CORP
COM
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78971
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SOLE
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0
78971
ADOBE SYSTEMS INCORPORATED
COM
00724F101
219
797
SH
SOLE
0
0
797
ALPHABET INC
CAP STK CL A
02079K305
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2389
SH
SOLE
0
0
2389
AMAZON COM INC
COM
023135106
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9984
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SOLE
0
0
9984
AMERICAN ELEC PWR CO INC
COM
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486
5624
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0
5624
AMERICAN EXPRESS CO
COM
025816109
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2112
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SOLE
0
0
2112
APPLE INC
COM
037833100
25283
182948
SH
SOLE
0
0
182948
APPLIED MATLS INC
COM
038222105
218
2663
SH
SOLE
0
0
2663
AT&T INC
COM
00206R102
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11029
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SOLE
0
0
11029
AUTOMATIC DATA PROCESSING IN
COM
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1648
AUTOZONE INC
COM
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100
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100
BERKSHIRE HATHAWAY INC DEL
CL B NEW
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1161
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BLACKROCK INC
COM
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384
BLACKROCK MUNIYIELD MICH QU
COM
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COM
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BOEING CO
COM
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BRISTOL-MYERS SQUIBB CO
COM
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BROADCOM INC
COM
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CAMPING WORLD HLDGS INC
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CANO HEALTH INC
COM CL A
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CHEVRON CORP NEW
COM
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COM
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CITIGROUP INC
COM NEW
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COM
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CORTEVA INC
COM
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CROWN CASTLE INC
COM
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CSX CORP
COM
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CVS HEALTH CORP
COM
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DECKERS OUTDOOR CORP
COM
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DELTA AIR LINES INC DEL
COM NEW
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US TARGETED VLU
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DISNEY WALT CO
COM
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5273
SH
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DOMINION ENERGY INC
COM
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7274
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DTE ENERGY CO
COM
233331107
793
6889
SH
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ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
515
46657
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46657
ENTERPRISE PRODS PARTNERS L
COM
293792107
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ESPEY MFG & ELECTRS CORP
COM
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EXXON MOBIL CORP
COM
30231G102
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FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
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MSCI HLTH CARE I
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MATERIALS ALPH
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FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
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FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
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NASDQ OIL GAS
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FIRST TR EXCHANGE-TRADED FD
NASDAQ BK ETF
33738R860
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29480
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FIRST TR EXCHANGE-TRADED FD
NAS CLNEDG GREEN
33733E500
1018
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FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
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SOLE
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0
278117
FISERV INC
COM
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SH
SOLE
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FORD MTR CO DEL
COM
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SOLE
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FRANCHISE GROUP INC
COM
35180X105
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GENERAL DYNAMICS CORP
COM
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SOLE
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GOLDMAN SACHS GROUP INC
COM
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GRAN TIERRA ENERGY INC
COM
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HOME DEPOT INC
COM
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HONEYWELL INTL INC
COM
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
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BULSHS 2026 CB
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DYNMC BLDG CON
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INVESCO QQQ TR
UNIT SER 1
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ISHARES SILVER TR
ISHARES
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TIPS BD ETF
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U.S. MED DVC ETF
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CORE S&P SCP ETF
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RUS 1000 VAL ETF
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US AER DEF ETF
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CORE S&P500 ETF
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COM
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KROGER CO
COM
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LAKELAND BANCORP INC
COM
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LAZARD LTD
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LOCKHEED MARTIN CORP
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COM
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COM
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COM
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META PLATFORMS INC
CL A
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MICROSOFT CORP
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NEWMONT CORP
COM
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NEXTERA ENERGY INC
COM
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NIKE INC
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NORTHROP GRUMMAN CORP
COM
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COM
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COM
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COM
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TR UNIT
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S&P SEMICNDCTR
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UNITS
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HIGH DIV YLD
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CONSUM DIS ETF
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INF TECH ETF
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SOLE
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2345
VERIZON COMMUNICATIONS INC
COM
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12365
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SOLE
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12365
VISA INC
COM CL A
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710
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SOLE
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3996
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COM
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COM
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