Secured Retirement Advisors

Secured Retirement Advisors as of Dec. 31, 2025

Portfolio Holdings for Secured Retirement Advisors

Secured Retirement Advisors holds 125 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Strive 500 Etf (STRV) 4.8 $8.6M 196k 44.09
NVIDIA Corporation (NVDA) 4.1 $7.4M 40k 186.50
Microsoft Corporation (MSFT) 3.9 $7.0M 15k 483.61
Apple (AAPL) 3.8 $6.9M 25k 271.86
Pimco Etf Tr Active Bd Etf (BOND) 3.1 $5.5M 59k 93.08
Alphabet Cap Stk Cl A (GOOGL) 2.5 $4.4M 14k 313.00
Corning Incorporated (GLW) 2.3 $4.1M 47k 87.56
Amazon (AMZN) 2.1 $3.8M 17k 230.82
Consolidated Edison (ED) 1.9 $3.3M 34k 99.32
Broadcom (AVGO) 1.7 $3.0M 8.6k 346.10
Colgate-Palmolive Company (CL) 1.6 $2.9M 37k 79.02
Spdr Series Trust State Street Spd (SPYV) 1.5 $2.7M 48k 56.81
JPMorgan Chase & Co. (JPM) 1.5 $2.7M 8.4k 322.23
Merck & Co (MRK) 1.4 $2.5M 24k 105.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $2.5M 5.1k 502.65
Meta Platforms Cl A (META) 1.4 $2.5M 3.8k 660.12
Illinois Tool Works (ITW) 1.4 $2.5M 10k 246.31
Ishares Tr Core Msci Eafe (IEFA) 1.3 $2.4M 27k 89.46
Bank of New York Mellon Corporation (BK) 1.3 $2.3M 20k 116.09
Exxon Mobil Corporation (XOM) 1.3 $2.3M 19k 120.34
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 1.3 $2.2M 66k 34.26
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $2.1M 6.3k 335.25
Mastercard Incorporated Cl A (MA) 1.2 $2.1M 3.7k 570.94
International Business Machines (IBM) 1.1 $2.1M 6.9k 296.22
Eli Lilly & Co. (LLY) 1.1 $2.0M 1.8k 1074.71
Wal-Mart Stores (WMT) 1.1 $2.0M 18k 111.41
Citigroup Com New (C) 1.1 $1.9M 16k 116.69
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $1.9M 24k 78.81
Visa Com Cl A (V) 1.0 $1.8M 5.1k 350.70
Qualcomm (QCOM) 1.0 $1.8M 11k 171.05
Universal Hlth Svcs CL B (UHS) 0.9 $1.7M 7.8k 218.02
Coherent Corp (COHR) 0.9 $1.7M 9.1k 184.57
Yum! Brands (YUM) 0.9 $1.7M 11k 151.28
Cisco Systems (CSCO) 0.9 $1.7M 22k 77.03
Tesla Motors (TSLA) 0.9 $1.6M 3.5k 449.72
Chevron Corporation (CVX) 0.9 $1.5M 10k 152.42
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.8 $1.5M 40k 38.32
Oracle Corporation (ORCL) 0.8 $1.5M 7.8k 194.91
Lockheed Martin Corporation (LMT) 0.8 $1.5M 3.1k 483.69
Boeing Company (BA) 0.8 $1.5M 6.9k 217.12
Caterpillar (CAT) 0.8 $1.5M 2.6k 572.87
Raytheon Technologies Corp (RTX) 0.8 $1.4M 7.9k 183.41
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.8 $1.4M 24k 58.12
Abbott Laboratories (ABT) 0.8 $1.4M 11k 125.29
Trane Technologies SHS (TT) 0.8 $1.4M 3.5k 389.20
Popular Com New (BPOP) 0.7 $1.3M 11k 124.52
Ea Series Trust Strive Emerging (STXE) 0.7 $1.3M 36k 35.92
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.7 $1.3M 25k 50.58
Simplify Exchange Traded Fun Managed Futures (CTA) 0.7 $1.3M 47k 27.26
Us Bancorp Del Com New (USB) 0.7 $1.2M 23k 53.36
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.7 $1.2M 38k 32.57
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT) 0.7 $1.2M 33k 37.74
Newmont Mining Corporation (NEM) 0.7 $1.2M 12k 99.85
Johnson Ctls Intl SHS (JCI) 0.7 $1.2M 10k 119.75
Lennar Corp Cl A (LEN) 0.7 $1.2M 12k 102.80
Sony Group Corp Sponsored Adr (SONY) 0.7 $1.2M 47k 25.60
Terex Corporation (TEX) 0.7 $1.2M 23k 53.38
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG) 0.7 $1.2M 47k 25.51
Parker-Hannifin Corporation (PH) 0.7 $1.2M 1.3k 878.96
Simon Property (SPG) 0.6 $1.2M 6.3k 185.11
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.6 $1.1M 27k 39.72
Aim Etf Products Trust Allianzim Us Equ (OCTW) 0.6 $1.1M 27k 39.00
Deere & Company (DE) 0.6 $1.0M 2.3k 465.57
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.6 $1.0M 28k 36.86
Baker Hughes Company Cl A (BKR) 0.6 $1.0M 22k 45.54
Electronic Arts (EA) 0.6 $1000k 4.9k 204.35
Spdr Series Trust State Street Spd (SPYG) 0.5 $981k 9.2k 106.70
Bwx Technologies (BWXT) 0.5 $956k 5.5k 172.84
Comcast Corp Cl A (CMCSA) 0.5 $942k 32k 29.89
Te Connectivity Ord Shs (TEL) 0.5 $913k 4.0k 227.51
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.5 $884k 31k 28.24
Zimmer Holdings (ZBH) 0.5 $859k 9.6k 89.92
Goldman Sachs Physical Gold Unit (AAAU) 0.5 $855k 20k 42.55
Match Group (MTCH) 0.5 $851k 26k 32.29
Zoetis Cl A (ZTS) 0.5 $844k 6.7k 125.82
Generac Holdings (GNRC) 0.5 $842k 6.2k 136.37
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) 0.5 $838k 33k 25.64
Innovator Etfs Trust Innovator Inter (ISEP) 0.5 $819k 25k 32.59
Nutrien (NTR) 0.5 $809k 13k 61.72
Canadian Pacific Kansas City (CP) 0.5 $808k 11k 73.63
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $785k 10k 75.44
Textron (TXT) 0.4 $772k 8.9k 87.17
Palo Alto Networks (PANW) 0.4 $755k 4.1k 184.20
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE) 0.4 $743k 35k 21.40
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.4 $720k 11k 66.43
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) 0.4 $712k 12k 57.92
Innovator Etfs Trust Growth 100 Pwr B (NDEC) 0.4 $690k 25k 27.74
Charles Schwab Corporation (SCHW) 0.4 $684k 6.8k 99.92
Innovator Etfs Trust Emerging Mkt Pwr (EOCT) 0.4 $674k 21k 31.66
Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $656k 9.4k 69.52
Advanced Micro Devices (AMD) 0.4 $647k 3.0k 214.16
Hewlett Packard Enterprise (HPE) 0.4 $640k 27k 24.02
Aim Etf Products Trust Allianzim Us Equ (NVBU) 0.3 $624k 22k 28.95
Cintas Corporation (CTAS) 0.3 $617k 3.3k 188.08
UnitedHealth (UNH) 0.3 $607k 1.8k 330.06
Palantir Technologies Cl A (PLTR) 0.3 $587k 3.3k 177.75
Pepsi (PEP) 0.3 $532k 3.7k 143.52
First Tr Exchange-traded Vest Gold Strtgy (BGLD) 0.3 $490k 29k 17.11
Abrdn Etfs Bbrg All Commdy (BCD) 0.3 $487k 16k 30.96
Altria (MO) 0.2 $427k 7.4k 57.66
Verizon Communications (VZ) 0.2 $412k 10k 40.73
Bristol Myers Squibb (BMY) 0.2 $410k 7.6k 53.94
Abbvie (ABBV) 0.2 $385k 1.7k 228.53
Amgen (AMGN) 0.2 $384k 1.2k 327.36
Texas Instruments Incorporated (TXN) 0.2 $371k 2.1k 173.52
Home Depot (HD) 0.2 $363k 1.1k 344.15
United Parcel Service CL B (UPS) 0.2 $354k 3.6k 99.18
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $319k 3.6k 89.56
ConocoPhillips (COP) 0.2 $293k 3.1k 93.61
Ford Motor Company (F) 0.2 $289k 22k 13.12
Valero Energy Corporation (VLO) 0.2 $282k 1.7k 162.82
Orion Engineered Carbons (OEC) 0.2 $279k 53k 5.28
Coca-Cola Company (KO) 0.2 $269k 3.8k 69.90
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $266k 3.8k 70.86
EOG Resources (EOG) 0.1 $265k 2.5k 104.99
Regions Financial Corporation (RF) 0.1 $254k 9.4k 27.10
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $241k 4.8k 50.59
Spdr Gold Tr Gold Shs (GLD) 0.1 $239k 602.00 396.31
Vanguard Index Fds Growth Etf (VUG) 0.1 $234k 479.00 487.86
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $229k 2.9k 79.72
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $227k 1.0k 219.68
Fastenal Company (FAST) 0.1 $221k 5.5k 40.13
Oneok (OKE) 0.1 $208k 2.8k 73.50
Aim Etf Products Trust Allianzim Us Eq (SIXJ) 0.1 $203k 5.9k 34.28
Amcor Ord 0.1 $133k 16k 8.34