Secured Retirement Advisors

Secured Retirement Advisors as of Dec. 31, 2024

Portfolio Holdings for Secured Retirement Advisors

Secured Retirement Advisors holds 140 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Strive 500 Etf (STRV) 2.7 $4.7M 125k 37.80
UnitedHealth (UNH) 2.7 $4.7M 9.3k 505.88
Caterpillar (CAT) 2.5 $4.3M 12k 362.77
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.2 $3.9M 78k 50.37
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 2.1 $3.6M 120k 30.47
Microsoft Corporation (MSFT) 1.9 $3.3M 7.9k 421.48
Qualcomm (QCOM) 1.7 $3.0M 20k 153.62
Alphabet Cap Stk Cl A (GOOGL) 1.7 $2.9M 16k 189.30
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.5 $2.7M 75k 35.85
Amazon (AMZN) 1.5 $2.7M 12k 219.39
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 1.5 $2.6M 59k 43.47
Costco Wholesale Corporation (COST) 1.5 $2.6M 2.8k 916.30
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $2.5M 8.5k 289.81
Visa Com Cl A (V) 1.3 $2.3M 7.3k 316.06
JPMorgan Chase & Co. (JPM) 1.3 $2.3M 9.7k 239.71
Abrdn Etfs Bbrg All Commdy (BCD) 1.3 $2.3M 73k 31.33
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.3 $2.3M 40k 56.38
Apple (AAPL) 1.3 $2.3M 9.1k 250.41
Palo Alto Networks (PANW) 1.3 $2.2M 12k 181.96
Newmont Mining Corporation (NEM) 1.2 $2.2M 58k 37.22
Gra (GGG) 1.2 $2.2M 26k 84.29
Abbott Laboratories (ABT) 1.2 $2.1M 19k 113.11
Charles Schwab Corporation (SCHW) 1.2 $2.1M 29k 74.01
Chevron Corporation (CVX) 1.2 $2.1M 15k 144.84
Lowe's Companies (LOW) 1.1 $2.0M 8.1k 246.81
Thermo Fisher Scientific (TMO) 1.1 $2.0M 3.8k 520.25
Applied Materials (AMAT) 1.1 $2.0M 12k 162.63
Synopsys (SNPS) 1.1 $1.9M 4.0k 485.36
Advanced Micro Devices (AMD) 1.1 $1.9M 16k 120.79
Amgen (AMGN) 1.1 $1.9M 7.2k 260.66
Freeport-mcmoran CL B (FCX) 1.1 $1.9M 49k 38.08
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $1.9M 24k 77.27
Ea Series Trust Strive Emerging (STXE) 1.1 $1.9M 68k 27.57
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.1 $1.8M 33k 56.48
Corning Incorporated (GLW) 1.1 $1.8M 39k 47.52
Trane Technologies SHS (TT) 1.0 $1.7M 4.6k 369.35
NVIDIA Corporation (NVDA) 1.0 $1.7M 13k 134.29
Targa Res Corp (TRGP) 1.0 $1.7M 9.4k 178.51
Cisco Systems (CSCO) 0.9 $1.7M 28k 59.20
Chart Industries (GTLS) 0.9 $1.6M 8.5k 190.84
Apollo Global Mgmt (APO) 0.9 $1.6M 9.8k 165.16
Lululemon Athletica (LULU) 0.9 $1.6M 4.2k 382.41
Constellation Energy (CEG) 0.9 $1.5M 6.7k 223.72
Oracle Corporation (ORCL) 0.8 $1.5M 8.9k 166.65
International Business Machines (IBM) 0.8 $1.5M 6.7k 219.83
Take-Two Interactive Software (TTWO) 0.8 $1.4M 7.9k 184.08
Popular Com New (BPOP) 0.8 $1.4M 15k 94.06
Waste Management (WM) 0.8 $1.4M 7.0k 201.78
Pacer Fds Tr Developed Mrkt (ICOW) 0.8 $1.4M 49k 29.19
Ensign (ENSG) 0.8 $1.4M 10k 132.86
Sony Group Corp Sponsored Adr (SONY) 0.8 $1.3M 63k 21.16
Paycom Software (PAYC) 0.8 $1.3M 6.5k 204.97
Coherent Corp (COHR) 0.8 $1.3M 14k 94.73
Occidental Petroleum Corporation (OXY) 0.8 $1.3M 27k 49.41
Parker-Hannifin Corporation (PH) 0.7 $1.3M 2.0k 636.03
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT) 0.7 $1.3M 37k 34.22
Prologis (PLD) 0.7 $1.3M 12k 105.70
Flexshares Tr Qlt Div Def Idx (QDEF) 0.7 $1.2M 18k 70.22
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE) 0.7 $1.2M 62k 19.85
Simon Property (SPG) 0.7 $1.2M 7.1k 172.21
Aptiv Com Shs (APTV) 0.7 $1.2M 20k 60.48
Orion Engineered Carbons (OEC) 0.7 $1.2M 77k 15.79
Honeywell International (HON) 0.7 $1.2M 5.3k 225.88
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG) 0.7 $1.2M 51k 23.57
Us Bancorp Del Com New (USB) 0.7 $1.2M 25k 47.83
General Motors Company (GM) 0.6 $1.1M 21k 53.27
Tesla Motors (TSLA) 0.6 $1.1M 2.8k 403.84
Deere & Company (DE) 0.6 $1.1M 2.6k 423.70
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.6 $1.1M 31k 34.98
Generac Holdings (GNRC) 0.6 $1.1M 7.0k 155.05
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.6 $1.1M 36k 29.76
Exxon Mobil Corporation (XOM) 0.6 $1.1M 9.9k 107.57
Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.6 $1.1M 23k 46.86
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.6 $1.0M 29k 35.56
Baker Hughes Company Cl A (BKR) 0.6 $1.0M 25k 41.02
Pure Storage Cl A (PSTG) 0.6 $978k 16k 61.43
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $977k 17k 57.53
Arista Networks Com Shs (ANET) 0.5 $913k 8.3k 110.53
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.5 $899k 28k 32.65
Crane Holdings (CXT) 0.5 $888k 15k 58.22
Canadian Pacific Kansas City (CP) 0.5 $873k 12k 72.37
Goldman Sachs Physical Gold Unit (AAAU) 0.5 $861k 33k 25.93
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $838k 17k 48.42
Terex Corporation (TEX) 0.5 $807k 18k 46.22
Celsius Hldgs Com New (CELH) 0.5 $804k 31k 26.34
Metropcs Communications (TMUS) 0.5 $791k 3.6k 220.73
Hewlett Packard Enterprise (HPE) 0.5 $788k 37k 21.35
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) 0.4 $781k 15k 51.34
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) 0.4 $779k 36k 21.59
Bwx Technologies (BWXT) 0.4 $777k 7.0k 111.39
Innovator Etfs Trust Growth 100 Pwr B (NDEC) 0.4 $764k 31k 24.40
Innovator Etfs Trust Innovator Inter (ISEP) 0.4 $764k 28k 27.56
Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $742k 11k 68.43
Match Group (MTCH) 0.4 $713k 22k 32.71
Boeing Company (BA) 0.4 $696k 3.9k 177.00
Innovator Etfs Trust Emerging Mkt Pwr (EOCT) 0.4 $656k 25k 25.94
Nutrien (NTR) 0.4 $655k 15k 44.75
Kimberly-Clark Corporation (KMB) 0.4 $650k 5.0k 131.04
Te Connectivity Ord Shs (TEL) 0.4 $649k 4.5k 142.97
Spdr Gold Tr Gold Shs (GLD) 0.4 $647k 2.7k 242.13
Aim Etf Products Trust Allianzim Us Equ (NVBU) 0.4 $644k 25k 25.56
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.3 $606k 13k 47.77
First Tr Exchange-traded Vest Gold Strtgy (BGLD) 0.3 $592k 32k 18.35
Target Corporation (TGT) 0.3 $572k 4.2k 135.19
Rollins (ROL) 0.3 $564k 12k 46.35
3M Company (MMM) 0.3 $538k 4.2k 129.09
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $524k 8.9k 58.93
Steel Dynamics (STLD) 0.3 $496k 4.3k 114.07
Monster Beverage Corp (MNST) 0.3 $454k 8.6k 52.56
Ishares Tr Core Lt Usdb Etf (ILTB) 0.2 $433k 8.9k 48.65
Ishares Tr Core S&p500 Etf (IVV) 0.2 $395k 671.00 588.68
American Water Works (AWK) 0.2 $384k 3.1k 124.51
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $377k 3.7k 100.60
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $356k 4.7k 76.61
Xcel Energy (XEL) 0.2 $343k 5.1k 67.52
Wisdomtree Tr Us Largecap Fund (EPS) 0.2 $322k 5.3k 61.18
Ecolab (ECL) 0.2 $316k 1.4k 234.25
Ingersoll Rand (IR) 0.2 $312k 3.5k 90.46
Agilysys (AGYS) 0.2 $300k 2.3k 131.71
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) 0.2 $293k 9.5k 30.88
Abbvie (ABBV) 0.2 $280k 1.6k 177.70
Colgate-Palmolive Company (CL) 0.2 $279k 3.1k 90.91
Citigroup Com New (C) 0.2 $265k 3.8k 70.39
Ishares Tr Core Msci Total (IXUS) 0.1 $256k 3.9k 66.14
Vanguard Index Fds Growth Etf (VUG) 0.1 $242k 589.00 410.44
Travelers Companies (TRV) 0.1 $241k 1.0k 240.89
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $238k 2.0k 117.49
General Mills (GIS) 0.1 $232k 3.6k 63.78
Eli Lilly & Co. (LLY) 0.1 $230k 298.00 772.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $224k 416.00 538.25
Cadence Design Systems (CDNS) 0.1 $224k 744.00 300.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $214k 472.00 453.28
Medtronic SHS (MDT) 0.1 $212k 2.7k 79.88
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $212k 801.00 264.13
Iron Mountain (IRM) 0.1 $207k 2.0k 105.11
Pfizer (PFE) 0.1 $206k 7.8k 26.53
International Paper Company (IP) 0.1 $205k 3.8k 53.82
Oneok (OKE) 0.1 $203k 2.0k 100.40
Huntington Bancshares Incorporated (HBAN) 0.1 $197k 12k 16.27
Walgreen Boots Alliance 0.1 $99k 11k 9.33