Secured Retirement Advisors

Secured Retirement Advisors as of March 31, 2026

Portfolio Holdings for Secured Retirement Advisors

Secured Retirement Advisors holds 130 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Strive 500 Etf (STRV) 4.4 $7.8M 186k 41.97
NVIDIA Corporation (NVDA) 3.9 $6.9M 39k 174.40
Apple (AAPL) 3.6 $6.3M 25k 253.79
Pimco Etf Tr Active Bd Etf (BOND) 3.1 $5.4M 59k 92.28
Corning Incorporated (GLW) 3.0 $5.3M 39k 135.97
Microsoft Corporation (MSFT) 2.4 $4.2M 11k 370.18
Alphabet Cap Stk Cl A (GOOGL) 2.4 $4.2M 15k 287.56
Consolidated Edison (ED) 2.1 $3.8M 33k 113.18
Amazon (AMZN) 1.9 $3.3M 16k 208.27
Exxon Mobil Corporation (XOM) 1.8 $3.2M 19k 169.66
Colgate-Palmolive Company (CL) 1.8 $3.1M 36k 85.23
Merck & Co (MRK) 1.6 $2.9M 24k 120.29
Illinois Tool Works (ITW) 1.5 $2.7M 10k 260.29
Spdr Series Trust State Street Spd (SPYV) 1.5 $2.6M 46k 56.58
International Business Machines (IBM) 1.5 $2.6M 11k 242.40
Tesla Motors (TSLA) 1.4 $2.5M 6.8k 371.75
Cisco Systems (CSCO) 1.4 $2.5M 32k 77.59
Bank of New York Mellon Corporation (BK) 1.4 $2.4M 20k 118.63
Wal-Mart Stores (WMT) 1.3 $2.4M 19k 124.28
Ishares Tr Core Msci Eafe (IEFA) 1.3 $2.3M 26k 90.53
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 1.2 $2.2M 65k 33.77
Broadcom (AVGO) 1.2 $2.2M 7.0k 309.53
JPMorgan Chase & Co. (JPM) 1.2 $2.1M 7.3k 294.18
Citigroup Com New (C) 1.2 $2.1M 19k 113.41
Lockheed Martin Corporation (LMT) 1.1 $1.9M 3.2k 604.42
Chevron Corporation (CVX) 1.1 $1.9M 9.4k 206.91
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.9M 6.0k 320.80
Yum! Brands (YUM) 1.0 $1.8M 12k 155.47
Eli Lilly & Co. (LLY) 1.0 $1.8M 1.9k 919.83
Oracle Corporation (ORCL) 0.9 $1.6M 11k 147.11
Ge Aerospace Com New (GE) 0.9 $1.5M 5.4k 283.77
Coherent Corp (COHR) 0.8 $1.5M 6.3k 238.21
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.8 $1.5M 38k 39.43
Popular Com New (BPOP) 0.8 $1.4M 11k 134.17
Raytheon Technologies Corp (RTX) 0.8 $1.4M 7.3k 192.90
Goldman Sachs (GS) 0.8 $1.4M 1.6k 845.99
Boeing Company (BA) 0.8 $1.4M 6.8k 199.03
Clorox Company (CLX) 0.8 $1.3M 13k 103.63
Baker Hughes Company Cl A (BKR) 0.8 $1.3M 22k 61.05
Ea Series Trust Strive Emerging (STXE) 0.8 $1.3M 34k 39.08
Terex Corporation (TEX) 0.7 $1.3M 22k 59.10
Johnson Controls Internation SHS (JCI) 0.7 $1.3M 10k 130.95
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.7 $1.3M 23k 55.52
Deere & Company (DE) 0.7 $1.3M 2.2k 563.30
Caterpillar (CAT) 0.7 $1.2M 1.8k 708.46
Pfizer (PFE) 0.7 $1.2M 44k 28.08
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.7 $1.2M 38k 32.46
Pimco Etf Tr Multisector Bd (PYLD) 0.7 $1.2M 47k 26.20
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT) 0.7 $1.2M 32k 37.27
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG) 0.7 $1.2M 46k 25.75
Generac Holdings (GNRC) 0.7 $1.2M 6.1k 195.33
Us Bancorp Com New (USB) 0.7 $1.2M 23k 52.01
Parker-Hannifin Corporation (PH) 0.7 $1.2M 1.3k 895.24
Simplify Exchange Traded Fun Managed Futures (CTA) 0.7 $1.2M 39k 30.22
Simon Property (SPG) 0.6 $1.1M 6.1k 186.53
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $1.1M 14k 78.41
Bwx Technologies (BWXT) 0.6 $1.1M 5.5k 204.49
UnitedHealth (UNH) 0.6 $1.1M 4.0k 270.56
Newmont Mining Corporation (NEM) 0.6 $1.1M 10k 108.25
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.6 $1.1M 27k 38.94
Aim Etf Products Trust Allianzim Us Equ (OCTW) 0.6 $1.1M 27k 38.47
Micron Technology (MU) 0.6 $1.0M 3.1k 337.84
salesforce (CRM) 0.6 $1.0M 5.4k 186.67
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.5 $969k 19k 50.37
Netflix (NFLX) 0.5 $965k 10k 96.15
Verisk Analytics (VRSK) 0.5 $956k 5.0k 189.75
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.5 $941k 27k 35.41
Lennar Corp Cl A (LEN) 0.5 $927k 11k 86.84
Meta Platforms Cl A (META) 0.5 $924k 1.6k 572.21
Masco Corporation (MAS) 0.5 $916k 15k 60.37
Spdr Series Trust State Street Spd (SPYG) 0.5 $898k 9.2k 97.91
Zimmer Holdings (ZBH) 0.5 $882k 9.8k 90.42
Mastercard Incorporated Cl A (MA) 0.5 $878k 1.8k 499.52
Canadian Pacific Kansas City (CP) 0.5 $871k 11k 78.66
American Centy Etf Tr Avantis Core Fi (AVIG) 0.5 $866k 21k 41.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $843k 1.8k 479.20
Te Connectivity Ord Shs (TEL) 0.5 $833k 4.0k 209.02
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.5 $830k 30k 28.00
Innovator Etfs Trust Innovator Inter (ISEP) 0.5 $813k 25k 32.79
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) 0.5 $803k 31k 25.75
Zoetis Cl A (ZTS) 0.5 $796k 6.7k 118.21
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.4 $793k 12k 63.91
Johnson & Johnson (JNJ) 0.4 $786k 3.2k 244.44
Textron (TXT) 0.4 $783k 8.9k 87.56
Qualcomm (QCOM) 0.4 $766k 5.9k 128.78
Palantir Technologies Cl A (PLTR) 0.4 $765k 5.2k 146.28
Uber Technologies (UBER) 0.4 $765k 11k 71.93
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $710k 9.2k 77.11
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) 0.4 $696k 12k 56.37
Advanced Micro Devices (AMD) 0.4 $693k 3.4k 203.43
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE) 0.4 $688k 32k 21.52
Brown & Brown (BRO) 0.4 $672k 10k 65.21
Innovator Etfs Trust Emerging Mkt Pwr (EOCT) 0.4 $666k 21k 31.95
Innovator Etfs Trust Growth 100 Pwr B (NDEC) 0.4 $665k 25k 26.95
Charles Schwab Corporation (SCHW) 0.4 $632k 6.7k 93.98
Hewlett Packard Enterprise (HPE) 0.4 $620k 26k 23.81
Aim Etf Products Trust Allianzim Us Equ (NVBU) 0.3 $605k 22k 28.16
Visa Com Cl A (V) 0.3 $588k 1.9k 302.23
Goldman Sachs Physical Gold Unit (AAAU) 0.3 $588k 13k 46.19
Bristol Myers Squibb (BMY) 0.3 $557k 9.2k 60.65
Servicenow (NOW) 0.3 $540k 5.2k 104.55
Verizon Communications (VZ) 0.3 $537k 11k 50.20
Abrdn Etfs Bbrg All Commdy (BCD) 0.3 $532k 15k 35.78
Pepsi (PEP) 0.3 $509k 3.3k 155.28
First Tr Exchange-traded Vest Gold Strtgy (BGLD) 0.3 $504k 29k 17.14
Altria (MO) 0.3 $498k 7.5k 65.99
ConocoPhillips (COP) 0.3 $495k 3.8k 132.00
Coca-Cola Company (KO) 0.3 $477k 6.3k 76.05
Texas Instruments Incorporated (TXN) 0.3 $446k 2.3k 194.10
Amgen (AMGN) 0.2 $429k 1.2k 351.92
Ishares Tr Core S&p500 Etf (IVV) 0.2 $400k 613.00 653.21
EOG Resources (EOG) 0.2 $396k 2.7k 144.56
United Parcel Svcs CL B (UPS) 0.2 $395k 4.0k 98.38
Home Depot (HD) 0.2 $388k 1.2k 328.95
Abbvie (ABBV) 0.2 $386k 1.8k 217.54
Valero Energy Corporation (VLO) 0.2 $354k 1.4k 247.14
Orion Engineered Carbons (OEC) 0.2 $341k 53k 6.50
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $333k 3.8k 88.49
Fastenal Company (FAST) 0.2 $301k 6.5k 46.40
Oneok (OKE) 0.2 $294k 3.3k 90.40
Hershey Company (HSY) 0.2 $279k 1.3k 207.89
SLB Com Stk (SLB) 0.2 $273k 5.3k 51.39
Target Corporation (TGT) 0.2 $271k 2.2k 121.20
Cincinnati Financial Corporation (CINF) 0.1 $256k 1.6k 157.35
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $253k 5.0k 50.61
Ford Motor Company (F) 0.1 $252k 22k 11.54
First Tr Exchange-traded Vest Laddered (ACYN) 0.1 $224k 11k 20.38
Spdr Gold Tr Gold Shs (GLD) 0.1 $213k 495.00 430.29
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $210k 3.1k 68.11
Flowers Foods (FLO) 0.1 $133k 16k 8.15