Secured Retirement Advisors

Secured Retirement Advisors as of Sept. 30, 2025

Portfolio Holdings for Secured Retirement Advisors

Secured Retirement Advisors holds 122 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Strive 500 Etf (STRV) 5.2 $9.4M 216k 43.20
NVIDIA Corporation (NVDA) 4.1 $7.3M 39k 186.58
Microsoft Corporation (MSFT) 4.1 $7.3M 14k 517.97
Apple (AAPL) 3.5 $6.3M 25k 254.63
Pimco Etf Tr Active Bd Etf (BOND) 3.0 $5.4M 58k 93.35
Corning Incorporated (GLW) 2.5 $4.4M 54k 82.03
Amazon (AMZN) 2.0 $3.7M 17k 219.57
Alphabet Cap Stk Cl A (GOOGL) 2.0 $3.5M 14k 243.10
Consolidated Edison (ED) 1.8 $3.2M 32k 100.52
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 1.6 $2.9M 53k 55.33
Colgate-Palmolive Company (CL) 1.5 $2.8M 35k 79.94
Broadcom (AVGO) 1.5 $2.8M 8.4k 329.89
Meta Platforms Cl A (META) 1.4 $2.6M 3.5k 734.41
Ishares Tr Core Msci Eafe (IEFA) 1.4 $2.5M 29k 87.31
JPMorgan Chase & Co. (JPM) 1.4 $2.5M 7.9k 315.45
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $2.5M 5.0k 502.74
Illinois Tool Works (ITW) 1.4 $2.5M 9.6k 260.76
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 1.3 $2.3M 70k 33.42
Oracle Corporation (ORCL) 1.3 $2.3M 8.1k 281.24
International Business Machines (IBM) 1.3 $2.3M 8.0k 282.16
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $2.2M 6.6k 328.18
Bank of New York Mellon Corporation (BK) 1.2 $2.1M 19k 108.96
Merck & Co (MRK) 1.1 $2.0M 24k 83.93
Mastercard Incorporated Cl A (MA) 1.1 $2.0M 3.5k 568.85
Exxon Mobil Corporation (XOM) 1.1 $2.0M 18k 112.75
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $1.9M 24k 78.91
Caterpillar (CAT) 1.0 $1.8M 3.8k 477.14
Qualcomm (QCOM) 1.0 $1.8M 11k 166.36
Wal-Mart Stores (WMT) 1.0 $1.8M 17k 103.06
Visa Com Cl A (V) 0.9 $1.7M 4.9k 341.35
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.9 $1.6M 43k 38.02
Citigroup Com New (C) 0.9 $1.6M 16k 101.50
Yum! Brands (YUM) 0.9 $1.6M 10k 152.00
Newmont Mining Corporation (NEM) 0.9 $1.6M 19k 84.31
Cisco Systems (CSCO) 0.9 $1.6M 23k 68.42
Universal Hlth Svcs CL B (UHS) 0.9 $1.6M 7.6k 204.44
Tesla Motors (TSLA) 0.8 $1.5M 3.4k 444.72
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.8 $1.5M 26k 57.52
Chevron Corporation (CVX) 0.8 $1.5M 9.6k 155.28
Popular Com New (BPOP) 0.8 $1.5M 12k 127.01
Sony Group Corp Sponsored Adr (SONY) 0.8 $1.5M 51k 28.79
Bwx Technologies (BWXT) 0.8 $1.4M 7.7k 184.37
Coherent Corp (COHR) 0.8 $1.4M 13k 107.72
Lennar Corp Cl A (LEN) 0.8 $1.4M 11k 126.04
Trane Technologies SHS (TT) 0.8 $1.4M 3.3k 421.96
Abbott Laboratories (ABT) 0.8 $1.4M 10k 133.94
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT) 0.8 $1.4M 37k 36.86
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG) 0.7 $1.3M 53k 25.04
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.7 $1.3M 41k 31.88
Eli Lilly & Co. (LLY) 0.7 $1.3M 1.7k 763.00
Ea Series Trust Strive Emerging (STXE) 0.7 $1.3M 39k 32.88
Raytheon Technologies Corp (RTX) 0.7 $1.3M 7.6k 167.33
Simon Property (SPG) 0.7 $1.3M 6.8k 187.67
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.7 $1.3M 25k 50.78
Simplify Exchange Traded Fun Managed Futures (CTA) 0.7 $1.2M 45k 27.97
Boeing Company (BA) 0.7 $1.2M 5.8k 215.83
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.7 $1.2M 32k 38.05
Terex Corporation (TEX) 0.7 $1.2M 24k 51.30
Us Bancorp Del Com New (USB) 0.7 $1.2M 25k 48.33
General Motors Company (GM) 0.7 $1.2M 20k 60.97
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.7 $1.2M 31k 38.33
Baker Hughes Company Cl A (BKR) 0.6 $1.2M 24k 48.72
Parker-Hannifin Corporation (PH) 0.6 $1.1M 1.5k 758.15
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.6 $1.1M 31k 36.03
Generac Holdings (GNRC) 0.6 $1.1M 6.6k 167.40
Johnson Ctls Intl SHS (JCI) 0.6 $1.1M 10k 109.95
Deere & Company (DE) 0.6 $1.1M 2.3k 457.26
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.6 $1.1M 10k 104.51
Zimmer Holdings (ZBH) 0.6 $1.0M 10k 98.50
Electronic Arts (EA) 0.6 $1.0M 5.0k 201.72
Match Group (MTCH) 0.5 $979k 28k 35.32
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.5 $970k 35k 27.64
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE) 0.5 $961k 46k 21.15
Te Connectivity Ord Shs (TEL) 0.5 $947k 4.3k 219.53
Comcast Corp Cl A (CMCSA) 0.5 $936k 30k 31.42
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) 0.5 $933k 37k 25.07
Innovator Etfs Trust Innovator Inter (ISEP) 0.5 $912k 29k 31.87
Canadian Pacific Kansas City (CP) 0.5 $849k 11k 74.49
Innovator Etfs Trust Growth 100 Pwr B (NDEC) 0.5 $846k 31k 27.05
Nutrien (NTR) 0.5 $824k 14k 58.71
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) 0.5 $821k 14k 56.81
Palo Alto Networks (PANW) 0.5 $820k 4.0k 203.62
Goldman Sachs Physical Gold Unit (AAAU) 0.4 $796k 21k 38.12
Textron (TXT) 0.4 $796k 9.4k 84.49
Innovator Etfs Trust Emerging Mkt Pwr (EOCT) 0.4 $778k 25k 31.09
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $776k 11k 73.46
First Tr Exchange-traded Vest Gold Strtgy (BGLD) 0.4 $772k 32k 23.83
Aim Etf Products Trust Allianzim Us Equ (NVBU) 0.4 $727k 26k 28.31
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.4 $717k 11k 65.00
Hewlett Packard Enterprise (HPE) 0.4 $683k 28k 24.56
Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $669k 9.4k 70.85
Charles Schwab Corporation (SCHW) 0.4 $645k 6.8k 95.47
UnitedHealth (UNH) 0.3 $619k 1.8k 345.39
Cintas Corporation (CTAS) 0.3 $614k 3.0k 205.26
Palantir Technologies Cl A (PLTR) 0.3 $574k 3.1k 182.42
Abrdn Etfs Bbrg All Commdy (BCD) 0.3 $572k 17k 34.36
Advanced Micro Devices (AMD) 0.3 $502k 3.1k 161.79
Pepsi (PEP) 0.3 $487k 3.5k 140.43
Altria (MO) 0.2 $447k 6.8k 66.06
Orion Engineered Carbons (OEC) 0.2 $441k 58k 7.58
Verizon Communications (VZ) 0.2 $408k 9.3k 43.95
Home Depot (HD) 0.2 $407k 1.0k 405.32
Lockheed Martin Corporation (LMT) 0.2 $402k 805.00 499.27
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $378k 4.3k 88.14
Abbvie (ABBV) 0.2 $376k 1.6k 231.57
Texas Instruments Incorporated (TXN) 0.2 $359k 2.0k 183.75
Amgen (AMGN) 0.2 $336k 1.2k 282.31
Bristol Myers Squibb (BMY) 0.2 $323k 7.2k 45.10
United Parcel Service CL B (UPS) 0.2 $317k 3.8k 83.53
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $290k 5.7k 50.73
Spdr Gold Tr Gold Shs (GLD) 0.2 $277k 780.00 355.47
Valero Energy Corporation (VLO) 0.2 $269k 1.6k 170.28
ConocoPhillips (COP) 0.1 $260k 2.8k 94.59
EOG Resources (EOG) 0.1 $260k 2.3k 112.14
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $259k 3.8k 68.94
Ford Motor Company (F) 0.1 $248k 21k 11.96
Fastenal Company (FAST) 0.1 $245k 5.0k 49.04
Coca-Cola Company (KO) 0.1 $242k 3.6k 66.32
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ) 0.1 $239k 7.2k 33.34
Vanguard Index Fds Growth Etf (VUG) 0.1 $238k 497.00 479.61
Regions Financial Corporation (RF) 0.1 $213k 8.1k 26.37
Amcor Ord 0.1 $118k 14k 8.18