Secured Retirement Advisors

Secured Retirement Advisors as of June 30, 2025

Portfolio Holdings for Secured Retirement Advisors

Secured Retirement Advisors holds 115 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Strive 500 Etf (STRV) 5.6 $9.4M 236k 40.06
Microsoft Corporation (MSFT) 4.2 $7.0M 14k 497.43
NVIDIA Corporation (NVDA) 3.7 $6.2M 39k 157.99
Pimco Etf Tr Active Bd Etf (BOND) 3.3 $5.5M 60k 92.18
Apple (AAPL) 3.0 $5.0M 24k 205.17
Amazon (AMZN) 2.2 $3.7M 17k 219.39
Meta Platforms Cl A (META) 2.0 $3.3M 4.5k 738.10
Corning Incorporated (GLW) 2.0 $3.3M 63k 52.59
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 1.7 $2.8M 54k 52.34
Alphabet Cap Stk Cl A (GOOGL) 1.6 $2.7M 15k 176.24
Mastercard Incorporated Cl A (MA) 1.6 $2.6M 4.7k 561.95
Ishares Tr Core Msci Eafe (IEFA) 1.5 $2.4M 29k 83.48
International Business Machines (IBM) 1.4 $2.4M 8.0k 294.78
Consolidated Edison (ED) 1.4 $2.3M 23k 100.35
UnitedHealth (UNH) 1.3 $2.2M 7.1k 311.97
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 1.3 $2.2M 69k 31.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.2M 4.5k 485.77
JPMorgan Chase & Co. (JPM) 1.3 $2.2M 7.6k 289.90
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $2.2M 7.1k 303.93
Illinois Tool Works (ITW) 1.3 $2.1M 8.7k 247.25
Broadcom (AVGO) 1.2 $2.1M 7.5k 275.66
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $2.1M 26k 78.70
Colgate-Palmolive Company (CL) 1.2 $1.9M 21k 90.90
Netflix (NFLX) 1.1 $1.9M 1.4k 1339.13
Cisco Systems (CSCO) 1.1 $1.9M 27k 69.38
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.1 $1.9M 30k 62.58
Oracle Corporation (ORCL) 1.1 $1.8M 8.3k 218.63
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.1 $1.8M 33k 54.40
Chevron Corporation (CVX) 1.1 $1.8M 12k 143.19
Qualcomm (QCOM) 1.0 $1.7M 11k 159.26
Visa Com Cl A (V) 1.0 $1.7M 4.7k 355.01
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.0 $1.6M 45k 35.28
Popular Com New (BPOP) 1.0 $1.6M 15k 110.21
Sony Group Corp Sponsored Adr (SONY) 0.9 $1.6M 61k 26.03
Ea Series Trust Strive Emerging (STXE) 0.9 $1.6M 51k 31.01
Caterpillar (CAT) 0.9 $1.6M 4.0k 388.19
Bank of New York Mellon Corporation (BK) 0.9 $1.5M 17k 91.11
Wal-Mart Stores (WMT) 0.9 $1.5M 16k 97.78
Yum! Brands (YUM) 0.9 $1.5M 9.9k 148.18
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT) 0.9 $1.4M 41k 35.75
Tesla Motors (TSLA) 0.9 $1.4M 4.5k 317.66
Abbott Laboratories (ABT) 0.9 $1.4M 11k 136.01
Bwx Technologies (BWXT) 0.8 $1.4M 9.5k 144.06
Parker-Hannifin Corporation (PH) 0.8 $1.4M 1.9k 698.47
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.8 $1.4M 44k 30.80
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG) 0.8 $1.3M 57k 23.39
Newmont Mining Corporation (NEM) 0.8 $1.3M 23k 58.26
Citigroup Com New (C) 0.8 $1.3M 15k 85.12
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.8 $1.3M 26k 50.75
Trane Technologies SHS (TT) 0.8 $1.3M 3.0k 437.41
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.8 $1.3M 35k 36.48
Comcast Corp Cl A (CMCSA) 0.8 $1.3M 36k 35.69
United Parcel Service CL B (UPS) 0.8 $1.3M 13k 100.94
Boeing Company (BA) 0.7 $1.2M 5.9k 209.53
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.7 $1.2M 33k 37.01
Coherent Corp (COHR) 0.7 $1.2M 14k 89.21
Deere & Company (DE) 0.7 $1.2M 2.4k 508.49
Simplify Exchange Traded Fun Managed Futures (CTA) 0.7 $1.2M 46k 26.74
Electronic Arts (EA) 0.7 $1.2M 7.4k 159.70
Lennar Corp Cl A (LEN) 0.7 $1.1M 10k 110.61
Simon Property (SPG) 0.7 $1.1M 7.0k 160.76
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.7 $1.1M 33k 33.57
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE) 0.7 $1.1M 54k 20.49
Eli Lilly & Co. (LLY) 0.7 $1.1M 1.4k 779.53
Us Bancorp Del Com New (USB) 0.7 $1.1M 24k 45.25
Johnson Ctls Intl SHS (JCI) 0.6 $1.0M 9.9k 105.62
Amgen (AMGN) 0.6 $1.0M 3.7k 279.21
Raytheon Technologies Corp (RTX) 0.6 $1.0M 7.0k 146.02
General Motors Company (GM) 0.6 $1.0M 20k 49.21
Charles Schwab Corporation (SCHW) 0.6 $1.0M 11k 91.24
Merck & Co (MRK) 0.6 $990k 13k 79.16
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) 0.6 $988k 40k 24.48
Generac Holdings (GNRC) 0.6 $981k 6.8k 143.21
Innovator Etfs Trust Innovator Inter (ISEP) 0.6 $958k 31k 30.91
Palo Alto Networks (PANW) 0.6 $954k 4.7k 204.64
Canadian Pacific Kansas City (CP) 0.6 $935k 12k 79.27
Baker Hughes Company Cl A (BKR) 0.6 $935k 24k 38.34
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) 0.5 $904k 17k 54.50
Innovator Etfs Trust Growth 100 Pwr B (NDEC) 0.5 $890k 35k 25.83
Match Group (MTCH) 0.5 $886k 29k 30.89
Nutrien (NTR) 0.5 $843k 15k 58.24
Orion Engineered Carbons (OEC) 0.5 $809k 77k 10.49
Terex Corporation (TEX) 0.5 $806k 17k 46.69
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $801k 12k 69.09
Goldman Sachs Physical Gold Unit (AAAU) 0.5 $774k 24k 32.68
Innovator Etfs Trust Emerging Mkt Pwr (EOCT) 0.5 $774k 27k 28.26
First Tr Exchange-traded Vest Gold Strtgy (BGLD) 0.5 $762k 36k 21.47
Te Connectivity Ord Shs (TEL) 0.4 $753k 4.5k 168.67
Aim Etf Products Trust Allianzim Us Equ (NVBU) 0.4 $743k 28k 26.57
Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $696k 10k 69.54
At&t (T) 0.4 $657k 23k 28.94
Abrdn Etfs Bbrg All Commdy (BCD) 0.4 $622k 19k 33.15
Hewlett Packard Enterprise (HPE) 0.3 $577k 28k 20.45
Palantir Technologies Cl A (PLTR) 0.3 $521k 3.8k 136.32
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $415k 8.2k 50.68
Zimmer Holdings (ZBH) 0.2 $413k 4.5k 91.21
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $367k 4.4k 83.40
Pepsi (PEP) 0.2 $366k 2.8k 132.02
Verizon Communications (VZ) 0.2 $289k 6.7k 43.27
Texas Instruments Incorporated (TXN) 0.2 $288k 1.4k 207.64
Altria (MO) 0.2 $273k 4.7k 58.63
Lockheed Martin Corporation (LMT) 0.2 $264k 570.00 463.18
Spdr Gold Tr Gold Shs (GLD) 0.2 $259k 850.00 304.83
Home Depot (HD) 0.1 $251k 685.00 366.61
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ) 0.1 $245k 7.6k 32.01
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $241k 3.8k 64.01
Coca-Cola Company (KO) 0.1 $232k 3.3k 70.75
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $225k 5.0k 45.05
Vanguard Index Fds Growth Etf (VUG) 0.1 $218k 497.00 438.40
Bristol Myers Squibb (BMY) 0.1 $217k 4.7k 46.29
EOG Resources (EOG) 0.1 $215k 1.8k 119.62
Abbvie (ABBV) 0.1 $211k 1.1k 185.64
ConocoPhillips (COP) 0.1 $207k 2.3k 89.74
Ford Motor Company (F) 0.1 $164k 15k 10.85
Amcor Ord 0.1 $111k 12k 9.19