Secured Retirement Advisors
Latest statistics and disclosures from Secured Retirement Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UNH, STRV, JPST, BUFR, MSFT, and represent 15.03% of Secured Retirement Advisors's stock portfolio.
- Added to shares of these 10 stocks: RSJN, GJUN, NJUL, SAUG, Aim Etf Products Trust, SFLR, AMGN, XAUG, Innovator Etfs Tr, V.
- Started 20 new stock positions in IRM, VO, First Tr Exchng Traded Fd Vi, SIXP, RSJN, HD, HBAN, SFLR, TRV, GJUN. IJUN, QJUN, XAUG, Aim Etf Products Trust, Innovator Etfs Tr, BRK.B, SMAY, SCHF, NJUL, CSCO.
- Reduced shares in these 10 stocks: KJAN, NJAN, IJAN, ITW, XDEC, SIXJ, JANW, JULH, GDEC, APRH.
- Sold out of its positions in FEBW, JANW, ETSY, SFEB, XJAN, GJAN, QDEC, YDEC, GDEC, XDEC. ITW, NJAN, KJAN, IJAN, OCTH, JULH, PYPL.
- Secured Retirement Advisors was a net buyer of stock by $6.4M.
- Secured Retirement Advisors has $139M in assets under management (AUM), dropping by 8.21%.
- Central Index Key (CIK): 0002012356
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Portfolio Holdings for Secured Retirement Advisors
Secured Retirement Advisors holds 119 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| UnitedHealth (UNH) | 3.8 | $5.3M | 9.0k | 584.67 |
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| Ea Series Trust Strive 500 Etf (STRV) | 3.3 | $4.6M | -2% | 126k | 36.84 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.9 | $4.1M | +5% | 80k | 50.74 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 2.6 | $3.6M | 121k | 29.89 |
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| Microsoft Corporation (MSFT) | 2.4 | $3.3M | +2% | 7.7k | 430.30 |
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| Caterpillar (CAT) | 2.3 | $3.2M | +3% | 8.2k | 391.11 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 1.9 | $2.7M | -2% | 74k | 36.38 |
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| Costco Wholesale Corporation (COST) | 1.9 | $2.7M | +4% | 3.0k | 886.46 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 1.9 | $2.7M | 58k | 45.70 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $2.6M | +5% | 9.0k | 283.16 |
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| Advanced Micro Devices (AMD) | 1.7 | $2.4M | +2% | 15k | 164.08 |
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| Abrdn Etfs Bbrg All Commdy (BCD) | 1.7 | $2.4M | +3% | 73k | 32.68 |
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| Amazon (AMZN) | 1.6 | $2.3M | +3% | 12k | 186.33 |
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| TJX Companies (TJX) | 1.6 | $2.3M | +3% | 19k | 117.54 |
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| Gra (GGG) | 1.6 | $2.2M | 26k | 87.51 |
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| Freeport-mcmoran CL B (FCX) | 1.6 | $2.2M | +4% | 45k | 49.92 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $2.2M | +2% | 10k | 210.85 |
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| Applied Materials (AMAT) | 1.6 | $2.2M | +2% | 11k | 202.05 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.6 | $2.2M | -2% | 39k | 54.93 |
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| Palo Alto Networks (PANW) | 1.6 | $2.2M | +3% | 6.3k | 341.80 |
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| Lowe's Companies (LOW) | 1.5 | $2.1M | +3% | 7.9k | 270.84 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $2.1M | +2% | 13k | 165.85 |
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| Abbott Laboratories (ABT) | 1.5 | $2.0M | +5% | 18k | 114.01 |
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| Apple (AAPL) | 1.4 | $2.0M | -4% | 8.6k | 232.99 |
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| Qualcomm (QCOM) | 1.4 | $2.0M | +4% | 12k | 170.05 |
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| Amgen (AMGN) | 1.4 | $2.0M | +31% | 6.2k | 322.23 |
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| Ea Series Trust Strive Emerging (STXE) | 1.4 | $2.0M | -2% | 66k | 30.34 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.4 | $2.0M | +18% | 25k | 78.69 |
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| Chevron Corporation (CVX) | 1.4 | $2.0M | +4% | 13k | 147.27 |
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| Thermo Fisher Scientific (TMO) | 1.4 | $2.0M | +4% | 3.2k | 618.59 |
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| Visa Com Cl A (V) | 1.4 | $1.9M | +32% | 7.0k | 274.96 |
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| Synopsys (SNPS) | 1.3 | $1.8M | +6% | 3.6k | 506.39 |
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| Targa Res Corp (TRGP) | 1.3 | $1.8M | +2% | 12k | 148.01 |
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| Trane Technologies SHS (TT) | 1.3 | $1.8M | 4.6k | 388.73 |
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| Charles Schwab Corporation (SCHW) | 1.3 | $1.8M | +6% | 28k | 64.81 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.3 | $1.8M | -2% | 31k | 57.83 |
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| NVIDIA Corporation (NVDA) | 1.1 | $1.6M | -14% | 13k | 121.44 |
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| Pacer Fds Tr Developed Mrkt (ICOW) | 1.0 | $1.5M | 46k | 31.63 |
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| Apollo Global Mgmt (APO) | 1.0 | $1.5M | +6% | 12k | 124.91 |
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| Ensign (ENSG) | 1.0 | $1.4M | +3% | 10k | 143.82 |
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| Flexshares Tr Qlt Div Def Idx (QDEF) | 1.0 | $1.4M | 20k | 71.51 |
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| Waste Management (WM) | 1.0 | $1.4M | +4% | 6.5k | 207.61 |
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| Steel Dynamics (STLD) | 1.0 | $1.3M | +6% | 11k | 126.08 |
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| American Water Works (AWK) | 0.9 | $1.2M | +5% | 8.3k | 146.24 |
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| Prologis (PLD) | 0.9 | $1.2M | +5% | 9.5k | 126.29 |
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| Take-Two Interactive Software (TTWO) | 0.8 | $1.2M | +7% | 7.7k | 153.71 |
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| Lululemon Athletica (LULU) | 0.8 | $1.1M | +61% | 4.2k | 271.35 |
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| Monster Beverage Corp (MNST) | 0.8 | $1.1M | +7% | 21k | 52.17 |
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| Chart Industries (GTLS) | 0.8 | $1.1M | +62% | 8.8k | 124.14 |
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| Ssga Active Tr Spdr Dbleln Shrt (STOT) | 0.8 | $1.1M | 23k | 47.47 |
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| Honeywell International (HON) | 0.8 | $1.1M | 5.2k | 206.70 |
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| Paycom Software (PAYC) | 0.8 | $1.1M | +11% | 6.4k | 166.56 |
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| Occidental Petroleum Corporation (OXY) | 0.8 | $1.1M | +7% | 21k | 51.54 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $1.0M | +8% | 17k | 59.51 |
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| First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN) | 0.7 | $1.0M | NEW | 32k | 32.21 |
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| Aptiv SHS (APTV) | 0.7 | $1.0M | +6% | 14k | 72.01 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.7 | $906k | NEW | 26k | 35.42 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 0.6 | $884k | +12% | 34k | 26.02 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG) | 0.6 | $877k | +190% | 38k | 23.37 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.6 | $856k | +14% | 17k | 49.31 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) | 0.6 | $785k | +28% | 21k | 38.04 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.6 | $778k | -8% | 16k | 48.68 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $758k | -6% | 3.1k | 243.06 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.5 | $731k | +25% | 9.7k | 75.17 |
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| Innovator Etfs Trust Emrgng Mkt July (EJUL) | 0.5 | $697k | +25% | 27k | 25.53 |
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| First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) | 0.5 | $688k | +29% | 30k | 22.88 |
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| Aim Etf Products Trust Allianzim Us Lrg (AUGW) | 0.5 | $684k | +73% | 24k | 28.84 |
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| Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) | 0.5 | $680k | NEW | 11k | 60.82 |
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| First Tr Exchange-traded Vest Gold Strtgy (BGLD) | 0.5 | $671k | +5% | 30k | 22.56 |
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| Target Corporation (TGT) | 0.5 | $660k | -4% | 4.2k | 155.87 |
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| Rollins (ROL) | 0.4 | $615k | 12k | 50.58 |
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| Aim Etf Products Trust Allianzim Eq Buf | 0.4 | $568k | NEW | 22k | 26.14 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $556k | +16% | 8.6k | 64.74 |
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| 3M Company (MMM) | 0.4 | $542k | 4.0k | 136.71 |
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| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.4 | $538k | -7% | 10k | 53.27 |
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| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.3 | $485k | NEW | 15k | 31.81 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG) | 0.3 | $475k | NEW | 14k | 33.74 |
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| Innovator Etfs Trust Intl Developed | 0.3 | $474k | NEW | 19k | 25.57 |
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| Aim Etf Products Trust Allianzim Us Lrg (SIXP) | 0.3 | $453k | NEW | 17k | 27.22 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $452k | -8% | 4.5k | 101.32 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $387k | 671.00 | 576.82 |
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| Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ) | 0.3 | $381k | -56% | 13k | 29.40 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $379k | +7% | 3.2k | 117.22 |
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| Ishares Tr Aggres Alloc Etf (AOA) | 0.3 | $374k | 4.7k | 78.91 |
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| Tesla Motors (TSLA) | 0.3 | $356k | +4% | 1.4k | 261.63 |
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| Wisdomtree Tr Us Largecap Fund (EPS) | 0.3 | $354k | -7% | 5.9k | 60.04 |
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| Ecolab (ECL) | 0.3 | $353k | +3% | 1.4k | 255.42 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 | 0.2 | $341k | NEW | 17k | 20.45 |
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| Xcel Energy (XEL) | 0.2 | $338k | 5.2k | 65.30 |
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| Ingersoll Rand (IR) | 0.2 | $336k | -5% | 3.4k | 98.16 |
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| Colgate-Palmolive Company (CL) | 0.2 | $319k | 3.1k | 103.81 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $316k | -8% | 4.4k | 72.63 |
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| Abbvie (ABBV) | 0.2 | $291k | +3% | 1.5k | 197.48 |
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| Eli Lilly & Co. (LLY) | 0.2 | $291k | -5% | 328.00 | 886.06 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $290k | NEW | 7.1k | 41.12 |
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| First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) | 0.2 | $289k | 9.5k | 30.45 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $289k | 2.4k | 119.53 |
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| International Business Machines (IBM) | 0.2 | $288k | +3% | 1.3k | 221.07 |
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| General Mills (GIS) | 0.2 | $266k | 3.6k | 73.86 |
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| Innovator Etfs Trust Prem Incm 20 Bar (APRH) | 0.2 | $256k | -58% | 10k | 24.67 |
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| Agilysys (AGYS) | 0.2 | $248k | 2.3k | 108.97 |
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| Medtronic SHS (MDT) | 0.2 | $234k | -2% | 2.6k | 90.03 |
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| Home Depot (HD) | 0.2 | $232k | NEW | 573.00 | 405.54 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $226k | 589.00 | 383.93 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) | 0.2 | $226k | NEW | 8.3k | 27.01 |
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| Iron Mountain (IRM) | 0.2 | $220k | NEW | 1.8k | 118.83 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $219k | 4.3k | 50.79 |
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| Travelers Companies (TRV) | 0.2 | $217k | NEW | 926.00 | 234.12 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 0.2 | $217k | -11% | 4.6k | 47.18 |
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| Cisco Systems (CSCO) | 0.2 | $216k | NEW | 4.1k | 53.22 |
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| Pepsi (PEP) | 0.2 | $216k | -21% | 1.3k | 170.03 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $214k | NEW | 464.00 | 460.26 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY) | 0.2 | $212k | NEW | 8.6k | 24.58 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $211k | NEW | 801.00 | 263.83 |
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| Innovator Etfs Trust Innovator Intl D (IJUN) | 0.1 | $208k | NEW | 8.0k | 26.13 |
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| Citigroup Com New (C) | 0.1 | $208k | -2% | 3.3k | 62.60 |
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| Cadence Design Systems (CDNS) | 0.1 | $202k | 744.00 | 271.03 |
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| Phillips 66 (PSX) | 0.1 | $202k | -10% | 1.5k | 131.49 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $156k | NEW | 11k | 14.70 |
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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 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