Secure Asset Management, LLC

Position in MS — Morgan Stanley

CIK 1800692 Troy, MI

Position in MS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$545,385

+$170,166 QoQ

Shares Held

2,609

+14.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,738

of 2,723 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Secure Asset Management, LLC holds $13,130,380 across 5 Capital Markets names. MS ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	47,530	$4,385,593
2	FIGR	Figure Technology Solutions, Inc.	96,887	$2,975,399
3	IREN	IREN Ltd	63,988	$2,926,171
4	GS	Goldman Sachs Group Inc	2,272	$2,297,832
5	MS	Morgan Stanley This page	2,609	$545,385

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$545,385	2,609	+14.4%	Shares	Sole	2026-07-15
2026-03-31	$375,219	2,280	+25.4%	Shares	Sole	2026-04-09
2025-12-31	$322,749	1,818	+7.7%	Shares	Sole	2026-01-20
2025-09-30	$268,324	1,688	+4.5%	Shares	Sole	2025-10-09
2025-06-30	$227,488	1,615	-6.8%	Shares	Sole	2025-07-10
2025-03-31	$202,189	1,733	—	Shares	Sole	2025-04-10
No filing history on record for this holder in this stock.