Secured Retirement Advisors

Secured Retirement Advisors as of March 31, 2025

Portfolio Holdings for Secured Retirement Advisors

Secured Retirement Advisors holds 116 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Strive 500 Etf (STRV) 5.5 $8.6M 238k 36.06
NVIDIA Corporation (NVDA) 3.6 $5.6M 51k 108.38
Microsoft Corporation (MSFT) 3.5 $5.5M 15k 375.39
Apple (AAPL) 3.4 $5.2M 24k 222.13
Pimco Etf Tr Active Bd Etf (BOND) 3.2 $5.0M 55k 92.47
Amazon (AMZN) 2.0 $3.2M 17k 190.26
J P Morgan Exchange Traded F Hedged Equity La (HELO) 2.0 $3.0M 51k 59.68
Corning Incorporated (GLW) 1.9 $2.9M 63k 45.78
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.8 $2.7M 53k 51.07
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 1.6 $2.6M 59k 43.40
Meta Platforms Cl A (META) 1.6 $2.5M 4.3k 576.36
Mastercard Incorporated Cl A (MA) 1.5 $2.3M 4.1k 548.12
Alphabet Cap Stk Cl A (GOOGL) 1.4 $2.2M 14k 154.64
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $2.1M 27k 78.28
Illinois Tool Works (ITW) 1.4 $2.1M 8.5k 248.01
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $2.0M 7.3k 274.84
JPMorgan Chase & Co. (JPM) 1.2 $1.9M 7.8k 245.29
Colgate-Palmolive Company (CL) 1.2 $1.9M 20k 93.70
Chevron Corporation (CVX) 1.1 $1.8M 11k 167.29
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.1 $1.7M 34k 51.78
Cisco Systems (CSCO) 1.1 $1.7M 28k 61.71
Qualcomm (QCOM) 1.1 $1.7M 11k 153.62
Consolidated Edison (ED) 1.0 $1.6M 15k 110.59
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.0 $1.6M 47k 33.50
Sony Group Corp Sponsored Adr (SONY) 1.0 $1.6M 62k 25.39
UnitedHealth (UNH) 1.0 $1.6M 3.0k 523.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.5M 2.9k 532.58
Broadcom (AVGO) 1.0 $1.5M 9.2k 167.43
Visa Com Cl A (V) 1.0 $1.5M 4.3k 350.50
Ea Series Trust Strive Emerging (STXE) 0.9 $1.5M 53k 27.32
Yum! Brands (YUM) 0.9 $1.4M 9.2k 157.36
S&p Global (SPGI) 0.9 $1.4M 2.8k 508.10
Caterpillar (CAT) 0.9 $1.4M 4.3k 329.77
Abbott Laboratories (ABT) 0.9 $1.4M 11k 132.65
Trane Technologies SHS (TT) 0.9 $1.4M 4.2k 336.92
Bank of New York Mellon Corporation (BK) 0.9 $1.4M 17k 83.87
Popular Com New (BPOP) 0.9 $1.4M 15k 92.37
International Business Machines (IBM) 0.9 $1.4M 5.5k 248.66
Tesla Motors (TSLA) 0.9 $1.4M 5.2k 259.16
Wal-Mart Stores (WMT) 0.9 $1.3M 15k 87.79
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT) 0.9 $1.3M 40k 33.84
Newmont Mining Corporation (NEM) 0.8 $1.3M 27k 48.28
Netflix (NFLX) 0.8 $1.3M 1.4k 932.53
Comcast Corp Cl A (CMCSA) 0.8 $1.3M 35k 36.90
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG) 0.8 $1.2M 55k 22.52
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.8 $1.2M 41k 29.77
Simplify Exchange Traded Fun Managed Futures (CTA) 0.8 $1.2M 41k 29.60
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.8 $1.2M 24k 50.71
Us Bancorp Del Com New (USB) 0.8 $1.2M 29k 42.22
Electronic Arts (EA) 0.8 $1.2M 8.3k 144.52
salesforce (CRM) 0.8 $1.2M 4.5k 268.36
Parker-Hannifin Corporation (PH) 0.8 $1.2M 2.0k 607.85
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE) 0.8 $1.2M 60k 19.83
Oracle Corporation (ORCL) 0.8 $1.2M 8.4k 139.81
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.8 $1.2M 34k 34.29
Simon Property (SPG) 0.8 $1.2M 7.0k 166.08
Deere & Company (DE) 0.7 $1.2M 2.5k 469.35
United Parcel Service CL B (UPS) 0.7 $1.1M 10k 109.99
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.7 $1.1M 32k 35.12
Amgen (AMGN) 0.7 $1.1M 3.6k 311.51
Citigroup Com New (C) 0.7 $1.1M 15k 70.99
Baker Hughes Company Cl A (BKR) 0.7 $1.1M 25k 43.95
Aon Shs Cl A (AON) 0.7 $1.0M 2.6k 399.09
Exxon Mobil Corporation (XOM) 0.6 $1.0M 8.4k 118.92
Orion Engineered Carbons (OEC) 0.6 $988k 76k 12.93
General Motors Company (GM) 0.6 $986k 21k 47.03
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.6 $954k 30k 31.39
Bwx Technologies (BWXT) 0.6 $939k 9.5k 98.65
Lennar Corp Cl A (LEN) 0.6 $926k 8.1k 114.78
Charles Schwab Corporation (SCHW) 0.6 $923k 12k 78.28
Match Group (MTCH) 0.6 $908k 29k 31.20
Coherent Corp (COHR) 0.6 $898k 14k 64.94
Cummins (CMI) 0.6 $895k 2.9k 313.44
Goldman Sachs Physical Gold Unit (AAAU) 0.6 $890k 29k 30.88
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) 0.6 $886k 39k 22.68
Palo Alto Networks (PANW) 0.6 $883k 5.2k 170.64
Generac Holdings (GNRC) 0.6 $874k 6.9k 126.65
Innovator Etfs Trust Innovator Inter (ISEP) 0.6 $868k 30k 28.76
Kimberly-Clark Corporation (KMB) 0.5 $836k 5.9k 142.22
Canadian Pacific Kansas City (CP) 0.5 $832k 12k 70.21
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $827k 16k 50.63
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) 0.5 $808k 16k 49.71
Abrdn Etfs Bbrg All Commdy (BCD) 0.5 $808k 24k 34.13
Johnson Ctls Intl SHS (JCI) 0.5 $806k 10k 80.11
Innovator Etfs Trust Growth 100 Pwr B (NDEC) 0.5 $796k 34k 23.57
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $742k 12k 62.10
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.5 $740k 25k 29.69
First Tr Exchange-traded Vest Gold Strtgy (BGLD) 0.5 $737k 35k 21.01
Arista Networks Com Shs (ANET) 0.5 $736k 9.5k 77.48
Vanguard Bd Index Fds Long Term Bond (BLV) 0.5 $734k 10k 70.42
Nutrien (NTR) 0.5 $725k 15k 49.67
Innovator Etfs Trust Emerging Mkt Pwr (EOCT) 0.5 $717k 27k 26.64
Lowe's Companies (LOW) 0.5 $702k 3.0k 233.24
Aim Etf Products Trust Allianzim Us Equ (NVBU) 0.4 $680k 27k 24.81
Terex Corporation (TEX) 0.4 $655k 17k 37.78
Boeing Company (BA) 0.4 $652k 3.8k 170.55
Te Connectivity Ord Shs (TEL) 0.4 $640k 4.5k 141.32
Hewlett Packard Enterprise (HPE) 0.3 $462k 30k 15.43
Wells Fargo & Company (WFC) 0.3 $408k 5.7k 71.79
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $352k 4.6k 76.50
Spdr Gold Tr Gold Shs (GLD) 0.2 $334k 1.2k 288.14
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $320k 6.4k 49.90
Wisdomtree Tr Us Largecap Fund (EPS) 0.2 $296k 5.0k 59.28
Pepsi (PEP) 0.2 $293k 2.0k 149.93
Home Depot (HD) 0.2 $284k 774.00 366.58
Lockheed Martin Corporation (LMT) 0.2 $271k 606.00 446.71
Verizon Communications (VZ) 0.2 $264k 5.8k 45.36
Abbvie (ABBV) 0.2 $246k 1.2k 209.52
Altria (MO) 0.2 $242k 4.0k 60.02
Bristol Myers Squibb (BMY) 0.2 $241k 3.9k 60.99
Texas Instruments Incorporated (TXN) 0.2 $233k 1.3k 179.70
Costco Wholesale Corporation (COST) 0.1 $233k 246.00 945.78
Vanguard Index Fds Growth Etf (VUG) 0.1 $218k 589.00 370.82
Pfizer (PFE) 0.1 $210k 8.3k 25.34
Blackrock (BLK) 0.1 $201k 212.00 946.48
Ford Motor Company (F) 0.1 $133k 13k 10.03