Secured Retirement Advisors
Latest statistics and disclosures from Secured Retirement Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are STRV, NVDA, MSFT, AAPL, BOND, and represent 19.90% of Secured Retirement Advisors's stock portfolio.
- Added to shares of these 10 stocks: XOM, UHS, CL, SPYG, MRK, BUFD, ED, TXT, CTAS, ZBH.
- Started 10 new stock positions in RF, CTAS, TXT, UHS, SPYG, FAST, XOM, VLO, AMD, BUFD.
- Reduced shares in these 10 stocks: NFLX, UNH, HELO, STRV, GLW, META, UPS, AMGN, , MA.
- Sold out of its positions in T, NFLX, IHDG.
- Secured Retirement Advisors was a net seller of stock by $-3.6M.
- Secured Retirement Advisors has $179M in assets under management (AUM), dropping by 6.72%.
- Central Index Key (CIK): 0002012356
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Portfolio Holdings for Secured Retirement Advisors
Secured Retirement Advisors holds 122 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ea Series Trust Strive 500 Etf (STRV) | 5.2 | $9.4M | -8% | 216k | 43.20 |
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| NVIDIA Corporation (NVDA) | 4.1 | $7.3M | 39k | 186.58 |
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| Microsoft Corporation (MSFT) | 4.1 | $7.3M | 14k | 517.97 |
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| Apple (AAPL) | 3.5 | $6.3M | 25k | 254.63 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 3.0 | $5.4M | -4% | 58k | 93.35 |
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| Corning Incorporated (GLW) | 2.5 | $4.4M | -15% | 54k | 82.03 |
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| Amazon (AMZN) | 2.0 | $3.7M | 17k | 219.57 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $3.5M | -5% | 14k | 243.10 |
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| Consolidated Edison (ED) | 1.8 | $3.2M | +38% | 32k | 100.52 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 1.6 | $2.9M | -2% | 53k | 55.33 |
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| Colgate-Palmolive Company (CL) | 1.5 | $2.8M | +62% | 35k | 79.94 |
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| Broadcom (AVGO) | 1.5 | $2.8M | +10% | 8.4k | 329.89 |
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| Meta Platforms Cl A (META) | 1.4 | $2.6M | -22% | 3.5k | 734.41 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.4 | $2.5M | 29k | 87.31 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $2.5M | +5% | 7.9k | 315.45 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $2.5M | +9% | 5.0k | 502.74 |
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| Illinois Tool Works (ITW) | 1.4 | $2.5M | +10% | 9.6k | 260.76 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 1.3 | $2.3M | 70k | 33.42 |
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| Oracle Corporation (ORCL) | 1.3 | $2.3M | -3% | 8.1k | 281.24 |
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| International Business Machines (IBM) | 1.3 | $2.3M | 8.0k | 282.16 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $2.2M | -6% | 6.6k | 328.18 |
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| Bank of New York Mellon Corporation (BK) | 1.2 | $2.1M | +13% | 19k | 108.96 |
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| Merck & Co (MRK) | 1.1 | $2.0M | +94% | 24k | 83.93 |
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| Mastercard Incorporated Cl A (MA) | 1.1 | $2.0M | -23% | 3.5k | 568.85 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $2.0M | NEW | 18k | 112.75 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.0 | $1.9M | -9% | 24k | 78.91 |
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| Caterpillar (CAT) | 1.0 | $1.8M | -5% | 3.8k | 477.14 |
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| Qualcomm (QCOM) | 1.0 | $1.8M | 11k | 166.36 |
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| Wal-Mart Stores (WMT) | 1.0 | $1.8M | +8% | 17k | 103.06 |
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| Visa Com Cl A (V) | 0.9 | $1.7M | +4% | 4.9k | 341.35 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.9 | $1.6M | -4% | 43k | 38.02 |
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| Citigroup Com New (C) | 0.9 | $1.6M | +2% | 16k | 101.50 |
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| Yum! Brands (YUM) | 0.9 | $1.6M | +4% | 10k | 152.00 |
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| Newmont Mining Corporation (NEM) | 0.9 | $1.6M | -17% | 19k | 84.31 |
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| Cisco Systems (CSCO) | 0.9 | $1.6M | -16% | 23k | 68.42 |
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| Universal Hlth Svcs CL B (UHS) | 0.9 | $1.6M | NEW | 7.6k | 204.44 |
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| Tesla Motors (TSLA) | 0.8 | $1.5M | -24% | 3.4k | 444.72 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.8 | $1.5M | -20% | 26k | 57.52 |
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| Chevron Corporation (CVX) | 0.8 | $1.5M | -22% | 9.6k | 155.28 |
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| Popular Com New (BPOP) | 0.8 | $1.5M | -19% | 12k | 127.01 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.8 | $1.5M | -15% | 51k | 28.79 |
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| Bwx Technologies (BWXT) | 0.8 | $1.4M | -18% | 7.7k | 184.37 |
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| Coherent Corp (COHR) | 0.8 | $1.4M | -4% | 13k | 107.72 |
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| Lennar Corp Cl A (LEN) | 0.8 | $1.4M | +6% | 11k | 126.04 |
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| Trane Technologies SHS (TT) | 0.8 | $1.4M | +10% | 3.3k | 421.96 |
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| Abbott Laboratories (ABT) | 0.8 | $1.4M | 10k | 133.94 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT) | 0.8 | $1.4M | -8% | 37k | 36.86 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG) | 0.7 | $1.3M | -7% | 53k | 25.04 |
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| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 0.7 | $1.3M | -6% | 41k | 31.88 |
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| Eli Lilly & Co. (LLY) | 0.7 | $1.3M | +19% | 1.7k | 763.00 |
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| Ea Series Trust Strive Emerging (STXE) | 0.7 | $1.3M | -22% | 39k | 32.88 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $1.3M | +9% | 7.6k | 167.33 |
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| Simon Property (SPG) | 0.7 | $1.3M | -3% | 6.8k | 187.67 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.7 | $1.3M | -3% | 25k | 50.78 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.7 | $1.2M | -2% | 45k | 27.97 |
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| Boeing Company (BA) | 0.7 | $1.2M | -2% | 5.8k | 215.83 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) | 0.7 | $1.2M | -9% | 32k | 38.05 |
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| Terex Corporation (TEX) | 0.7 | $1.2M | +37% | 24k | 51.30 |
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| Us Bancorp Del Com New (USB) | 0.7 | $1.2M | +2% | 25k | 48.33 |
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| General Motors Company (GM) | 0.7 | $1.2M | -4% | 20k | 60.97 |
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| Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) | 0.7 | $1.2M | -7% | 31k | 38.33 |
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| Baker Hughes Company Cl A (BKR) | 0.6 | $1.2M | -2% | 24k | 48.72 |
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| Parker-Hannifin Corporation (PH) | 0.6 | $1.1M | -23% | 1.5k | 758.15 |
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| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.6 | $1.1M | -6% | 31k | 36.03 |
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| Generac Holdings (GNRC) | 0.6 | $1.1M | -3% | 6.6k | 167.40 |
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| Johnson Ctls Intl SHS (JCI) | 0.6 | $1.1M | 10k | 109.95 |
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| Deere & Company (DE) | 0.6 | $1.1M | -3% | 2.3k | 457.26 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.6 | $1.1M | NEW | 10k | 104.51 |
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| Zimmer Holdings (ZBH) | 0.6 | $1.0M | +127% | 10k | 98.50 |
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| Electronic Arts (EA) | 0.6 | $1.0M | -32% | 5.0k | 201.72 |
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| Match Group (MTCH) | 0.5 | $979k | -3% | 28k | 35.32 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.5 | $970k | NEW | 35k | 27.64 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE) | 0.5 | $961k | -15% | 46k | 21.15 |
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| Te Connectivity Ord Shs (TEL) | 0.5 | $947k | -3% | 4.3k | 219.53 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $936k | -17% | 30k | 31.42 |
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| First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) | 0.5 | $933k | -7% | 37k | 25.07 |
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| Innovator Etfs Trust Innovator Inter (ISEP) | 0.5 | $912k | -7% | 29k | 31.87 |
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| Canadian Pacific Kansas City (CP) | 0.5 | $849k | -3% | 11k | 74.49 |
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| Innovator Etfs Trust Growth 100 Pwr B (NDEC) | 0.5 | $846k | -9% | 31k | 27.05 |
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| Nutrien (NTR) | 0.5 | $824k | -3% | 14k | 58.71 |
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| Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) | 0.5 | $821k | -12% | 14k | 56.81 |
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| Palo Alto Networks (PANW) | 0.5 | $820k | -13% | 4.0k | 203.62 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 0.4 | $796k | -11% | 21k | 38.12 |
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| Textron (TXT) | 0.4 | $796k | NEW | 9.4k | 84.49 |
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| Innovator Etfs Trust Emerging Mkt Pwr (EOCT) | 0.4 | $778k | -8% | 25k | 31.09 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $776k | -8% | 11k | 73.46 |
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| First Tr Exchange-traded Vest Gold Strtgy (BGLD) | 0.4 | $772k | -8% | 32k | 23.83 |
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| Aim Etf Products Trust Allianzim Us Equ (NVBU) | 0.4 | $727k | -8% | 26k | 28.31 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.4 | $717k | -62% | 11k | 65.00 |
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| Hewlett Packard Enterprise (HPE) | 0.4 | $683k | 28k | 24.56 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.4 | $669k | -5% | 9.4k | 70.85 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $645k | -38% | 6.8k | 95.47 |
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| UnitedHealth (UNH) | 0.3 | $619k | -74% | 1.8k | 345.39 |
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| Cintas Corporation (CTAS) | 0.3 | $614k | NEW | 3.0k | 205.26 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $574k | -17% | 3.1k | 182.42 |
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| Abrdn Etfs Bbrg All Commdy (BCD) | 0.3 | $572k | -11% | 17k | 34.36 |
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| Advanced Micro Devices (AMD) | 0.3 | $502k | NEW | 3.1k | 161.79 |
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| Pepsi (PEP) | 0.3 | $487k | +25% | 3.5k | 140.43 |
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| Altria (MO) | 0.2 | $447k | +45% | 6.8k | 66.06 |
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| Orion Engineered Carbons (OEC) | 0.2 | $441k | -24% | 58k | 7.58 |
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| Verizon Communications (VZ) | 0.2 | $408k | +38% | 9.3k | 43.95 |
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| Home Depot (HD) | 0.2 | $407k | +46% | 1.0k | 405.32 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $402k | +41% | 805.00 | 499.27 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.2 | $378k | -2% | 4.3k | 88.14 |
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| Abbvie (ABBV) | 0.2 | $376k | +42% | 1.6k | 231.57 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $359k | +40% | 2.0k | 183.75 |
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| Amgen (AMGN) | 0.2 | $336k | -67% | 1.2k | 282.31 |
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| Bristol Myers Squibb (BMY) | 0.2 | $323k | +53% | 7.2k | 45.10 |
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| United Parcel Service CL B (UPS) | 0.2 | $317k | -69% | 3.8k | 83.53 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $290k | -30% | 5.7k | 50.73 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $277k | -8% | 780.00 | 355.47 |
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| Valero Energy Corporation (VLO) | 0.2 | $269k | NEW | 1.6k | 170.28 |
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| ConocoPhillips (COP) | 0.1 | $260k | +19% | 2.8k | 94.59 |
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| EOG Resources (EOG) | 0.1 | $260k | +28% | 2.3k | 112.14 |
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| Wisdomtree Tr Us Largecap Fund (EPS) | 0.1 | $259k | 3.8k | 68.94 |
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| Ford Motor Company (F) | 0.1 | $248k | +37% | 21k | 11.96 |
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| Fastenal Company (FAST) | 0.1 | $245k | NEW | 5.0k | 49.04 |
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| Coca-Cola Company (KO) | 0.1 | $242k | +11% | 3.6k | 66.32 |
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| Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ) | 0.1 | $239k | -6% | 7.2k | 33.34 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $238k | 497.00 | 479.61 |
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| Regions Financial Corporation (RF) | 0.1 | $213k | NEW | 8.1k | 26.37 |
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| Amcor Ord (AMCR) | 0.1 | $118k | +19% | 14k | 8.18 |
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Past Filings by Secured Retirement Advisors
SEC 13F filings are viewable for Secured Retirement Advisors going back to 2023
- Secured Retirement Advisors 2025 Q3 filed Oct. 15, 2025
- Secured Retirement Advisors 2025 Q2 filed July 23, 2025
- Secured Retirement Advisors 2025 Q1 filed May 1, 2025
- Secured Retirement Advisors 2024 Q4 filed Jan. 30, 2025
- Secured Retirement Advisors 2024 Q3 filed Oct. 29, 2024
- Secured Retirement Advisors 2024 Q2 filed Aug. 9, 2024
- Secured Retirement Advisors 2024 Q1 filed May 13, 2024
- Secured Retirement Advisors 2023 Q4 filed Feb. 16, 2024