Secured Retirement Advisors
Latest statistics and disclosures from Secured Retirement Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are STXF, NVDA, AAPL, BOND, MSFT, and represent 16.94% of Secured Retirement Advisors's stock portfolio.
- Added to shares of these 10 stocks: ADP, META, MCO, CPB, SYK, ABBV, DUK, AEP, LOW, IEX.
- Started 27 new stock positions in ACN, DUK, PAYX, ADP, LIN, KMB, PG, LOW, First Tr Exchange-traded, MS.
- Reduced shares in these 10 stocks: GLW (-$7.7M), ED, , CL, ITW, MRK, GOOGL, YUM, MU, IBM.
- Sold out of its positions in AMD, BRO, CINF, CL, ED, XOM, FLO, F, HSY, ITW. IVV, JPST, LEN, MAS, NFLX, PLTR, GLD, CRM, SCHW, NOW, VLO, VRSK, YUM.
- Secured Retirement Advisors was a net seller of stock by $-5.1M.
- Secured Retirement Advisors has $195M in assets under management (AUM), dropping by 10.29%.
- Central Index Key (CIK): 0002012356
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Portfolio Holdings for Secured Retirement Advisors
Secured Retirement Advisors holds 134 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ea Series Trust Strive 500 Etf (STXF) | 4.4 | $8.6M | -3% | 179k | 48.30 |
|
| NVIDIA Corporation (NVDA) | 3.7 | $7.3M | -7% | 36k | 200.09 |
|
| Apple (AAPL) | 3.7 | $7.1M | 25k | 289.36 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 2.7 | $5.3M | -2% | 57k | 92.21 |
|
| Microsoft Corporation (MSFT) | 2.4 | $4.7M | +10% | 13k | 373.03 |
|
| Cisco Systems (CSCO) | 2.0 | $3.9M | +3% | 33k | 117.46 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $3.3M | -35% | 9.3k | 357.38 |
|
| Caterpillar (CAT) | 1.7 | $3.2M | +72% | 3.0k | 1064.90 |
|
| Meta Platforms Cl A (META) | 1.6 | $3.1M | +246% | 5.6k | 563.33 |
|
| Amazon (AMZN) | 1.5 | $2.9M | -23% | 12k | 238.34 |
|
| Tesla Motors (TSLA) | 1.5 | $2.8M | 6.8k | 420.60 |
|
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| Spdr Series Trust St Str P500val (SPYV) | 1.4 | $2.8M | 46k | 60.79 |
|
|
| Abbvie (ABBV) | 1.3 | $2.5M | +466% | 10k | 251.64 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $2.4M | +171% | 4.8k | 500.39 |
|
| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 1.2 | $2.3M | 64k | 36.53 |
|
|
| Automatic Data Processing (ADP) | 1.2 | $2.3M | NEW | 11k | 223.95 |
|
| Corning Incorporated (GLW) | 1.2 | $2.3M | -76% | 9.1k | 255.43 |
|
| Moody's Corporation (MCO) | 1.1 | $2.2M | NEW | 4.9k | 452.93 |
|
| Campbell Soup Company (CPB) | 1.1 | $2.2M | NEW | 98k | 22.27 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $2.2M | -13% | 22k | 96.58 |
|
| Stryker Corporation (SYK) | 1.1 | $2.2M | NEW | 6.9k | 314.84 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $2.1M | -3% | 5.7k | 370.05 |
|
| Broadcom (AVGO) | 1.1 | $2.1M | -20% | 5.5k | 377.73 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $2.1M | -9% | 1.7k | 1199.56 |
|
| Duke Energy Corp Com New (DUK) | 1.1 | $2.1M | NEW | 16k | 126.58 |
|
| American Electric Power Company (AEP) | 1.0 | $2.0M | NEW | 15k | 136.81 |
|
| Coca-Cola Company (KO) | 1.0 | $1.9M | +276% | 24k | 81.27 |
|
| Lowe's Companies (LOW) | 1.0 | $1.9M | NEW | 8.6k | 220.49 |
|
| Micron Technology (MU) | 1.0 | $1.9M | -46% | 1.6k | 1154.29 |
|
| Newmont Mining Corporation (NEM) | 0.9 | $1.8M | +97% | 20k | 93.40 |
|
| Goldman Sachs (GS) | 0.9 | $1.8M | +9% | 1.8k | 1011.40 |
|
| IDEX Corporation (IEX) | 0.9 | $1.8M | NEW | 7.9k | 226.96 |
|
| Generac Holdings (GNRC) | 0.9 | $1.8M | 6.0k | 292.81 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $1.8M | -26% | 5.4k | 327.35 |
|
| Popular Com New (BPOP) | 0.9 | $1.8M | 11k | 164.18 |
|
|
| Amphenol Corp Cl A (APH) | 0.9 | $1.7M | NEW | 9.9k | 176.32 |
|
| Chubb (CB) | 0.9 | $1.7M | NEW | 5.0k | 340.74 |
|
| Morgan Stanley Com New (MS) | 0.9 | $1.7M | NEW | 8.2k | 209.04 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.9 | $1.7M | +37% | 64k | 26.52 |
|
| Visa Com Cl A (V) | 0.9 | $1.7M | +150% | 4.9k | 343.10 |
|
| Johnson & Johnson (JNJ) | 0.8 | $1.7M | +102% | 6.5k | 253.98 |
|
| Coherent Corp (COHR) | 0.8 | $1.6M | -33% | 4.2k | 394.47 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.8 | $1.6M | +50% | 14k | 118.99 |
|
| Lockheed Martin Corporation (LMT) | 0.8 | $1.6M | 3.2k | 509.49 |
|
|
| Terex Corporation (TEX) | 0.8 | $1.6M | 22k | 72.39 |
|
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.8 | $1.6M | -3% | 36k | 43.14 |
|
| Bank of New York Mellon Corporation (BNY) | 0.8 | $1.5M | -47% | 11k | 144.61 |
|
| Citigroup Com New (C) | 0.8 | $1.5M | -41% | 11k | 139.97 |
|
| Wal-Mart Stores (WMT) | 0.8 | $1.5M | -29% | 14k | 113.26 |
|
| International Business Machines (IBM) | 0.8 | $1.5M | -49% | 5.4k | 281.21 |
|
| Boeing Company (BA) | 0.8 | $1.5M | 6.9k | 216.47 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.8 | $1.5M | +2% | 10k | 146.11 |
|
| Qualcomm (QCOM) | 0.8 | $1.5M | +34% | 8.0k | 184.79 |
|
| Lam Research Corp Com New (LRCX) | 0.7 | $1.4M | NEW | 3.3k | 433.33 |
|
| Deere & Company (DE) | 0.7 | $1.4M | 2.2k | 634.33 |
|
|
| Oracle Corporation (ORCL) | 0.7 | $1.4M | -11% | 9.5k | 146.55 |
|
| Us Bancorp Com New (USB) | 0.7 | $1.4M | 23k | 60.40 |
|
|
| Simon Property (SPG) | 0.7 | $1.4M | 6.1k | 223.65 |
|
|
| S&p Global (SPGI) | 0.7 | $1.3M | NEW | 3.4k | 385.21 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT) | 0.7 | $1.3M | +2% | 33k | 39.50 |
|
| Parker-Hannifin Corporation (PH) | 0.7 | $1.3M | 1.3k | 978.12 |
|
|
| Ge Aerospace Com New (GE) | 0.7 | $1.3M | -35% | 3.4k | 373.73 |
|
| Ea Series Trust Strive Emerging (STXE) | 0.6 | $1.3M | -29% | 24k | 52.55 |
|
| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 0.6 | $1.3M | 37k | 33.87 |
|
|
| Booking Holdings (BKNG) | 0.6 | $1.2M | NEW | 7.0k | 178.24 |
|
| Clorox Company (CLX) | 0.6 | $1.2M | 13k | 95.44 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.6 | $1.2M | 22k | 55.50 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $1.2M | -15% | 20k | 61.46 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG) | 0.6 | $1.2M | -7% | 43k | 27.77 |
|
| Cummins (CMI) | 0.6 | $1.2M | NEW | 1.7k | 713.23 |
|
| Hewlett Packard Enterprise (HPE) | 0.6 | $1.2M | 26k | 45.11 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) | 0.6 | $1.2M | +2% | 28k | 41.80 |
|
| Aim Etf Products Trust Allia Us Oct Etf (OCTW) | 0.6 | $1.2M | +3% | 28k | 40.91 |
|
| Pfizer (PFE) | 0.6 | $1.1M | 45k | 24.08 |
|
|
| Bwx Technologies (BWXT) | 0.5 | $1.1M | 5.5k | 194.65 |
|
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.5 | $1.1M | +22% | 25k | 41.41 |
|
| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.5 | $1.0M | +2% | 27k | 38.58 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.5 | $1.0M | 39k | 25.94 |
|
|
| TJX Companies (TJX) | 0.5 | $1.0M | NEW | 6.7k | 151.50 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $1.0M | -27% | 5.3k | 189.74 |
|
| Canadian Pacific Kansas City (CP) | 0.5 | $962k | 11k | 86.65 |
|
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $958k | -13% | 12k | 77.91 |
|
| Autodesk (ADSK) | 0.5 | $944k | NEW | 4.9k | 194.42 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.5 | $933k | -3% | 19k | 50.49 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $904k | 1.8k | 513.48 |
|
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| Zimmer Holdings (ZBH) | 0.4 | $860k | +2% | 10k | 86.09 |
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| Innovator Etfs Trust Innovator Inter (ISEP) | 0.4 | $860k | 25k | 34.60 |
|
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| First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) | 0.4 | $850k | -3% | 29k | 29.72 |
|
| Linde SHS (LIN) | 0.4 | $841k | NEW | 1.6k | 518.95 |
|
| Textron (TXT) | 0.4 | $834k | 9.1k | 91.73 |
|
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| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 0.4 | $809k | -3% | 12k | 67.58 |
|
| Te Connectivity Ord Shs (TEL) | 0.4 | $805k | 4.0k | 201.61 |
|
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| Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) | 0.4 | $788k | +2% | 13k | 62.52 |
|
| Uber Technologies (UBER) | 0.4 | $784k | +2% | 11k | 72.16 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $768k | -2% | 9.0k | 85.49 |
|
| Innovator Etfs Trust Growth 100 Pwr B (NDEC) | 0.4 | $755k | 25k | 30.04 |
|
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| First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) | 0.4 | $745k | -10% | 28k | 26.80 |
|
| Innovator Etfs Trust Emerging Mkt Pwr (EOCT) | 0.4 | $717k | 21k | 34.16 |
|
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| Aim Etf Products Trust Allianzim Us Equ (NVBU) | 0.4 | $688k | +3% | 22k | 30.85 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $684k | 2.3k | 298.02 |
|
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE) | 0.3 | $650k | -12% | 28k | 23.15 |
|
| Merck & Co (MRK) | 0.3 | $619k | -79% | 4.8k | 128.51 |
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| Home Depot (HD) | 0.3 | $611k | +46% | 1.7k | 352.74 |
|
| First Tr Exchange-traded Vest Laddered (ACYN) | 0.3 | $580k | +154% | 28k | 20.79 |
|
| UnitedHealth (UNH) | 0.3 | $571k | -65% | 1.4k | 415.65 |
|
| Chevron Corporation (CVX) | 0.3 | $554k | -64% | 3.3k | 165.78 |
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| First Tr Exchange-traded Vest Lad Aut Etf | 0.3 | $550k | NEW | 27k | 20.54 |
|
| Altria (MO) | 0.3 | $546k | 7.6k | 71.95 |
|
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| Pepsi (PEP) | 0.3 | $544k | +22% | 4.0k | 135.40 |
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| Verizon Communications (VZ) | 0.3 | $525k | +16% | 12k | 42.34 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $509k | -3% | 8.8k | 57.62 |
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| First Tr Exchange-traded Vest Gold Strtgy (BGLD) | 0.3 | $500k | +4% | 31k | 16.29 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 0.3 | $495k | 13k | 39.57 |
|
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| Abrdn Etfs Bbrg All Commdy (BCD) | 0.3 | $488k | -3% | 14k | 34.15 |
|
| Amgen (AMGN) | 0.2 | $471k | +6% | 1.3k | 362.21 |
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| ConocoPhillips (COP) | 0.2 | $462k | +18% | 4.4k | 103.96 |
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| Abbott Laboratories (ABT) | 0.2 | $380k | NEW | 4.2k | 90.74 |
|
| Ishares Tr Core 80 20 Etf (AOA) | 0.2 | $378k | +2% | 3.9k | 97.61 |
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| Zoetis Cl A (ZTS) | 0.2 | $376k | -22% | 5.2k | 71.86 |
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| EOG Resources (EOG) | 0.2 | $368k | +3% | 2.8k | 129.72 |
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| Orion Engineered Carbons (OEC) | 0.2 | $344k | 52k | 6.63 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $341k | -21% | 3.2k | 107.51 |
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| Target Corporation (TGT) | 0.2 | $336k | +14% | 2.6k | 130.61 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $326k | NEW | 13k | 24.55 |
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| Procter & Gamble Company (PG) | 0.2 | $299k | NEW | 2.0k | 146.64 |
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| Fastenal Company (FAST) | 0.2 | $294k | -5% | 6.1k | 48.03 |
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| Oneok (OKE) | 0.1 | $290k | +2% | 3.3k | 86.95 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $289k | NEW | 2.3k | 124.44 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $267k | NEW | 2.4k | 109.77 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $266k | NEW | 2.3k | 117.67 |
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| Wisdomtree Tr Us Largecap Fund (EPS) | 0.1 | $240k | 3.1k | 77.79 |
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| Paychex (PAYX) | 0.1 | $228k | NEW | 2.3k | 98.33 |
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| SLB Com Stk (SLB) | 0.1 | $225k | -8% | 4.8k | 46.49 |
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| Fifth Third Ban (FITB) | 0.1 | $220k | NEW | 3.9k | 56.37 |
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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 2026 Q2 filed July 16, 2026
- Secured Retirement Advisors 2026 Q1 filed April 24, 2026
- Secured Retirement Advisors 2025 Q4 filed Jan. 30, 2026
- 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