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Secured Retirement Advisors

Latest statistics and disclosures from Secured Retirement Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002012356

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Positions held by Secured Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Secured Retirement Advisors

Secured Retirement Advisors holds 102 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ea Series Trust Strive 500 Etf (STRV)	3.9	$4.0M	131k	30.57	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	3.5	$3.7M	73k	50.23	View chart
UnitedHealth (UNH)	3.4	$3.6M	6.8k	526.47	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	3.0	$3.1M	118k	26.57	View chart
Microsoft Corporation (MSFT)	2.9	$3.0M	7.9k	376.06	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	2.4	$2.5M	59k	41.99	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	2.4	$2.5M	75k	32.77	View chart
Caterpillar (CAT)	2.2	$2.2M	7.6k	295.67	View chart
Abrdn Etfs Bbrg All Commdy (BCD)	2.0	$2.1M	68k	30.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$2.0M	8.5k	237.22	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.9	$2.0M	40k	49.93	View chart
Advanced Micro Devices (AMD)	1.9	$2.0M	14k	147.41	View chart
Palo Alto Networks (PANW)	1.8	$1.9M	6.3k	294.88	View chart
Ea Series Trust Strive Emerging (STXE)	1.8	$1.9M	67k	27.82	View chart
Costco Wholesale Corporation (COST)	1.7	$1.8M	2.7k	660.03	View chart
Applied Materials (AMAT)	1.7	$1.8M	11k	162.07	View chart
Abbott Laboratories (ABT)	1.6	$1.7M	16k	110.07	View chart
Synopsys (SNPS)	1.6	$1.6M	3.2k	514.91	View chart
Apple (AAPL)	1.5	$1.6M	8.3k	192.53	View chart
Gra (GGG)	1.5	$1.6M	19k	86.76	View chart
TJX Companies (TJX)	1.5	$1.6M	17k	93.81	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.5	$1.6M	30k	51.99	View chart
JPMorgan Chase & Co. (JPM)	1.5	$1.5M	9.1k	170.10	View chart
Freeport-mcmoran CL B (FCX)	1.5	$1.5M	36k	42.57	View chart
Target Corporation (TGT)	1.4	$1.5M	11k	142.42	View chart
Charles Schwab Corporation (SCHW)	1.4	$1.5M	22k	68.80	View chart
Illinois Tool Works (ITW)	1.4	$1.4M	5.5k	261.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$1.4M	10k	139.69	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	1.4	$1.4M	46k	31.24	View chart
Qualcomm (QCOM)	1.4	$1.4M	9.8k	144.63	View chart
Chevron Corporation (CVX)	1.3	$1.4M	9.2k	149.16	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$1.4M	18k	77.02	View chart
Lowe's Companies (LOW)	1.3	$1.3M	6.0k	222.55	View chart
Thermo Fisher Scientific (TMO)	1.2	$1.2M	2.3k	530.79	View chart
Trane Technologies SHS (TT)	1.2	$1.2M	5.0k	243.90	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	1.2	$1.2M	21k	59.06	View chart
Steel Dynamics (STLD)	1.1	$1.1M	9.5k	118.10	View chart
Honeywell International (HON)	1.1	$1.1M	5.3k	209.70	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	1.0	$1.1M	23k	46.84	View chart
Blackstone Group Inc Com Cl A (BX)	1.0	$1.1M	8.2k	130.93	View chart
Phillips 66 (PSX)	1.0	$1.1M	7.9k	133.14	View chart
Paypal Holdings (PYPL)	1.0	$1.0M	17k	61.41	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.9	$969k	20k	47.56	View chart
Prologis (PLD)	0.9	$957k	7.2k	133.30	View chart
Monster Beverage Corp (MNST)	0.9	$955k	17k	57.61	View chart
Take-Two Interactive Software (TTWO)	0.9	$953k	5.9k	160.95	View chart
Waste Management (WM)	0.9	$935k	5.2k	179.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$871k	4.6k	191.17	View chart
Occidental Petroleum Corporation (OXY)	0.8	$825k	14k	59.71	View chart
PerkinElmer (RVTY)	0.8	$794k	7.3k	109.31	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$773k	14k	54.98	View chart
Aptiv SHS (APTV)	0.7	$769k	8.6k	89.72	View chart
Etsy (ETSY)	0.7	$756k	9.3k	81.05	View chart
American Water Works (AWK)	0.7	$708k	5.4k	131.99	View chart
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)	0.6	$664k	25k	26.54	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.6	$647k	6.6k	98.59	View chart
Ensign (ENSG)	0.6	$636k	5.7k	112.21	View chart
NVIDIA Corporation (NVDA)	0.6	$634k	1.3k	495.22	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)	0.6	$577k	18k	31.79	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.6	$575k	11k	52.58	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)	0.5	$558k	15k	36.19	View chart
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL)	0.5	$541k	20k	27.08	View chart
Rollins (ROL)	0.5	$531k	12k	43.67	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Intl (YJUN)	0.5	$503k	24k	21.24	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$488k	10k	47.49	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XJUN)	0.5	$477k	14k	35.13	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.5	$475k	6.4k	74.58	View chart
Innovator Etfs Tr Prem Incm 20 Bar (APRH)	0.5	$472k	19k	24.69	View chart
Innovator Etfs Tr Prem Inc 20 Barr (JULH)	0.5	$471k	19k	24.96	View chart
Innovator Etfs Tr Emrgng Mkt July (EJUL)	0.4	$431k	18k	23.63	View chart
Amazon (AMZN)	0.4	$426k	2.8k	151.94	View chart
Innovator Etfs Tr Intrnl Dev July (IJUL)	0.4	$393k	15k	27.12	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$383k	5.9k	64.93	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.4	$379k	19k	20.43	View chart
Tesla Motors (TSLA)	0.4	$374k	1.5k	248.48	View chart
First Tr Exchange-traded Cboe Vest Gld St (BGLD)	0.4	$373k	20k	18.82	View chart
3M Company (MMM)	0.4	$373k	3.4k	109.31	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN)	0.4	$366k	15k	24.09	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$344k	5.9k	57.96	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.3	$331k	6.6k	50.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$331k	692.00	477.63	View chart
Hca Holdings (HCA)	0.3	$326k	1.2k	270.68	View chart
Intel Corporation (INTC)	0.3	$320k	6.4k	50.25	View chart
Exxon Mobil Corporation (XOM)	0.3	$312k	3.1k	99.98	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XMAR)	0.3	$308k	9.4k	32.88	View chart
Xcel Energy (XEL)	0.3	$300k	4.9k	61.91	View chart
Ingersoll Rand (IR)	0.3	$280k	3.6k	77.34	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.3	$273k	4.0k	69.05	View chart
First Tr Exchng Traded Fd Vi Ft Us Sm Cap Mod (SAUG)	0.3	$266k	13k	21.22	View chart
Ecolab (ECL)	0.3	$263k	1.3k	198.30	View chart
First Tr Exchng Traded Fd Vi Cboe Vest U S Eq (XSEP)	0.3	$263k	7.3k	35.89	View chart
Pepsi (PEP)	0.2	$255k	1.5k	169.86	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$255k	2.5k	101.78	View chart
Innovator Etfs Tr Intrnl Dev Aprl (IAPR)	0.2	$251k	9.8k	25.73	View chart
Colgate-Palmolive Company (CL)	0.2	$240k	3.0k	79.71	View chart
General Mills (GIS)	0.2	$235k	3.6k	65.15	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest 100 (QDEC)	0.2	$231k	9.8k	23.66	View chart
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV)	0.2	$227k	5.3k	42.51	View chart
Medtronic SHS (MDT)	0.2	$217k	2.6k	82.38	View chart
Cadence Design Systems (CDNS)	0.2	$209k	768.00	272.37	View chart
Merck & Co (MRK)	0.2	$205k	1.9k	109.04	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QSPT)	0.2	$201k	8.4k	23.82	View chart

Past Filings by Secured Retirement Advisors

SEC 13F filings are viewable for Secured Retirement Advisors going back to 2023

Secured Retirement Advisors 2023 Q4 filed Feb. 16, 2024

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