Secured Retirement Advisors

Secured Retirement Advisors as of June 30, 2026

Portfolio Holdings for Secured Retirement Advisors

Secured Retirement Advisors holds 134 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ea Series Trust Strive 500 Etf (STXF) 4.4 $8.6M 179k 48.30
NVIDIA Corporation (NVDA) 3.7 $7.3M 36k 200.09
Apple (AAPL) 3.7 $7.1M 25k 289.36
Pimco Etf Tr Active Bd Etf (BOND) 2.7 $5.3M 57k 92.21
Microsoft Corporation (MSFT) 2.4 $4.7M 13k 373.03
Cisco Systems (CSCO) 2.0 $3.9M 33k 117.46
Alphabet Cap Stk Cl A (GOOGL) 1.7 $3.3M 9.3k 357.38
Caterpillar (CAT) 1.7 $3.2M 3.0k 1064.90
Meta Platforms Cl A (META) 1.6 $3.1M 5.6k 563.33
Amazon (AMZN) 1.5 $2.9M 12k 238.34
Tesla Motors (TSLA) 1.5 $2.8M 6.8k 420.60
Spdr Series Trust St Str P500val (SPYV) 1.4 $2.8M 46k 60.79
Abbvie (ABBV) 1.3 $2.5M 10k 251.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.4M 4.8k 500.39
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 1.2 $2.3M 64k 36.53
Automatic Data Processing (ADP) 1.2 $2.3M 11k 223.95
Corning Incorporated (GLW) 1.2 $2.3M 9.1k 255.43
Moody's Corporation (MCO) 1.1 $2.2M 4.9k 452.93
Campbell Soup Company (CPB) 1.1 $2.2M 98k 22.27
Ishares Tr Core Msci Eafe (IEFA) 1.1 $2.2M 22k 96.58
Stryker Corporation (SYK) 1.1 $2.2M 6.9k 314.84
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $2.1M 5.7k 370.05
Broadcom (AVGO) 1.1 $2.1M 5.5k 377.73
Eli Lilly & Co. (LLY) 1.1 $2.1M 1.7k 1199.56
Duke Energy Corp Com New (DUK) 1.1 $2.1M 16k 126.58
American Electric Power Company (AEP) 1.0 $2.0M 15k 136.81
Coca-Cola Company (KO) 1.0 $1.9M 24k 81.27
Lowe's Companies (LOW) 1.0 $1.9M 8.6k 220.49
Micron Technology (MU) 1.0 $1.9M 1.6k 1154.29
Newmont Mining Corporation (NEM) 0.9 $1.8M 20k 93.40
Goldman Sachs (GS) 0.9 $1.8M 1.8k 1011.40
IDEX Corporation (IEX) 0.9 $1.8M 7.9k 226.96
Generac Holdings (GNRC) 0.9 $1.8M 6.0k 292.81
JPMorgan Chase & Co. (JPM) 0.9 $1.8M 5.4k 327.35
Popular Com New (BPOP) 0.9 $1.8M 11k 164.18
Amphenol Corp Cl A (APH) 0.9 $1.7M 9.9k 176.32
Chubb (CB) 0.9 $1.7M 5.0k 340.74
Morgan Stanley Com New (MS) 0.9 $1.7M 8.2k 209.04
Pimco Etf Tr Multisector Bd (PYLD) 0.9 $1.7M 64k 26.52
Visa Com Cl A (V) 0.9 $1.7M 4.9k 343.10
Johnson & Johnson (JNJ) 0.8 $1.7M 6.5k 253.98
Coherent Corp (COHR) 0.8 $1.6M 4.2k 394.47
Spdr Series Trust ST STR P500GRW (SPYG) 0.8 $1.6M 14k 118.99
Lockheed Martin Corporation (LMT) 0.8 $1.6M 3.2k 509.49
Terex Corporation (TEX) 0.8 $1.6M 22k 72.39
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.8 $1.6M 36k 43.14
Bank of New York Mellon Corporation (BNY) 0.8 $1.5M 11k 144.61
Citigroup Com New (C) 0.8 $1.5M 11k 139.97
Wal-Mart Stores (WMT) 0.8 $1.5M 14k 113.26
International Business Machines (IBM) 0.8 $1.5M 5.4k 281.21
Boeing Company (BA) 0.8 $1.5M 6.9k 216.47
Johnson Controls Internation SHS (JCI) 0.8 $1.5M 10k 146.11
Qualcomm (QCOM) 0.8 $1.5M 8.0k 184.79
Lam Research Corp Com New (LRCX) 0.7 $1.4M 3.3k 433.33
Deere & Company (DE) 0.7 $1.4M 2.2k 634.33
Oracle Corporation (ORCL) 0.7 $1.4M 9.5k 146.55
Us Bancorp Com New (USB) 0.7 $1.4M 23k 60.40
Simon Property (SPG) 0.7 $1.4M 6.1k 223.65
S&p Global (SPGI) 0.7 $1.3M 3.4k 385.21
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT) 0.7 $1.3M 33k 39.50
Parker-Hannifin Corporation (PH) 0.7 $1.3M 1.3k 978.12
Ge Aerospace Com New (GE) 0.7 $1.3M 3.4k 373.73
Ea Series Trust Strive Emerging (STXE) 0.6 $1.3M 24k 52.55
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.6 $1.3M 37k 33.87
Booking Holdings (BKNG) 0.6 $1.2M 7.0k 178.24
Clorox Company (CLX) 0.6 $1.2M 13k 95.44
Baker Hughes Company Cl A (BKR) 0.6 $1.2M 22k 55.50
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.6 $1.2M 20k 61.46
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG) 0.6 $1.2M 43k 27.77
Cummins (CMI) 0.6 $1.2M 1.7k 713.23
Hewlett Packard Enterprise (HPE) 0.6 $1.2M 26k 45.11
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.6 $1.2M 28k 41.80
Aim Etf Products Trust Allia Us Oct Etf (OCTW) 0.6 $1.2M 28k 40.91
Pfizer (PFE) 0.6 $1.1M 45k 24.08
Bwx Technologies (BWXT) 0.5 $1.1M 5.5k 194.65
American Centy Etf Tr Avantis Core Fi (AVIG) 0.5 $1.1M 25k 41.41
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.5 $1.0M 27k 38.58
Simplify Exchange Traded Fun Managed Futures (CTA) 0.5 $1.0M 39k 25.94
TJX Companies (TJX) 0.5 $1.0M 6.7k 151.50
Raytheon Technologies Corp (RTX) 0.5 $1.0M 5.3k 189.74
Canadian Pacific Kansas City (CP) 0.5 $962k 11k 86.65
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $958k 12k 77.91
Autodesk (ADSK) 0.5 $944k 4.9k 194.42
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.5 $933k 19k 50.49
Mastercard Incorporated Cl A (MA) 0.5 $904k 1.8k 513.48
Zimmer Holdings (ZBH) 0.4 $860k 10k 86.09
Innovator Etfs Trust Innovator Inter (ISEP) 0.4 $860k 25k 34.60
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) 0.4 $850k 29k 29.72
Linde SHS (LIN) 0.4 $841k 1.6k 518.95
Textron (TXT) 0.4 $834k 9.1k 91.73
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) 0.4 $809k 12k 67.58
Te Connectivity Ord Shs (TEL) 0.4 $805k 4.0k 201.61
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) 0.4 $788k 13k 62.52
Uber Technologies (UBER) 0.4 $784k 11k 72.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $768k 9.0k 85.49
Innovator Etfs Trust Growth 100 Pwr B (NDEC) 0.4 $755k 25k 30.04
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN) 0.4 $745k 28k 26.80
Innovator Etfs Trust Emerging Mkt Pwr (EOCT) 0.4 $717k 21k 34.16
Aim Etf Products Trust Allianzim Us Equ (NVBU) 0.4 $688k 22k 30.85
Texas Instruments Incorporated (TXN) 0.4 $684k 2.3k 298.02
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE) 0.3 $650k 28k 23.15
Merck & Co (MRK) 0.3 $619k 4.8k 128.51
Home Depot (HD) 0.3 $611k 1.7k 352.74
First Tr Exchange-traded Vest Laddered (ACYN) 0.3 $580k 28k 20.79
UnitedHealth (UNH) 0.3 $571k 1.4k 415.65
Chevron Corporation (CVX) 0.3 $554k 3.3k 165.78
First Tr Exchange-traded Vest Lad Aut Etf 0.3 $550k 27k 20.54
Altria (MO) 0.3 $546k 7.6k 71.95
Pepsi (PEP) 0.3 $544k 4.0k 135.40
Verizon Communications (VZ) 0.3 $525k 12k 42.34
Bristol Myers Squibb (BMY) 0.3 $509k 8.8k 57.62
First Tr Exchange-traded Vest Gold Strtgy (BGLD) 0.3 $500k 31k 16.29
Goldman Sachs Physical Gold Unit (AAAU) 0.3 $495k 13k 39.57
Abrdn Etfs Bbrg All Commdy (BCD) 0.3 $488k 14k 34.15
Amgen (AMGN) 0.2 $471k 1.3k 362.21
ConocoPhillips (COP) 0.2 $462k 4.4k 103.96
Abbott Laboratories (ABT) 0.2 $380k 4.2k 90.74
Ishares Tr Core 80 20 Etf (AOA) 0.2 $378k 3.9k 97.61
Zoetis Cl A (ZTS) 0.2 $376k 5.2k 71.86
EOG Resources (EOG) 0.2 $368k 2.8k 129.72
Orion Engineered Carbons (OEC) 0.2 $344k 52k 6.63
United Parcel Svcs CL B (UPS) 0.2 $341k 3.2k 107.51
Target Corporation (TGT) 0.2 $336k 2.6k 130.61
Comcast Corp Cl A (CMCSA) 0.2 $326k 13k 24.55
Procter & Gamble Company (PG) 0.2 $299k 2.0k 146.64
Fastenal Company (FAST) 0.2 $294k 6.1k 48.03
Oneok (OKE) 0.1 $290k 3.3k 86.95
Accenture Plc Ireland Shs Class A (ACN) 0.1 $289k 2.3k 124.44
Kimberly-Clark Corporation (KMB) 0.1 $267k 2.4k 109.77
Blackstone Group Inc Com Cl A (BX) 0.1 $266k 2.3k 117.67
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $240k 3.1k 77.79
Paychex (PAYX) 0.1 $228k 2.3k 98.33
SLB Com Stk (SLB) 0.1 $225k 4.8k 46.49
Fifth Third Ban (FITB) 0.1 $220k 3.9k 56.37