Secured Retirement Advisors
Latest statistics and disclosures from Secured Retirement Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are STRV, UNH, JPST, BUFR, MSFT, and represent 15.42% of Secured Retirement Advisors's stock portfolio.
- Added to shares of these 10 stocks: AMZN, TRGP, APO, PAYC, QCOM, KJAN, XDEC, IJAN, UNH, NJAN.
- Started 19 new stock positions in APO, ABBV, IJAN, JANW, YDEC, KJAN, VO, XDEC, GDEC, FEBW. TRGP, NJAN, LLY, AUGW, VUG, GJAN, PAYC, V, TRV.
- Reduced shares in these 10 stocks: TGT, BX, PSX, GJUN, PJUL, KJUL, MSFT, IJUL, QJUN, .
- Sold out of its positions in BX, GJUN, XMAR, QJUN, XSEP, QSPT, HCA, KJUL, IAPR, IJUL. PJUL, INTC, MRK.
- Secured Retirement Advisors was a net buyer of stock by $7.1M.
- Secured Retirement Advisors has $118M in assets under management (AUM), dropping by 13.35%.
- Central Index Key (CIK): 0002012356
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Portfolio Holdings for Secured Retirement Advisors
Secured Retirement Advisors holds 108 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ea Series Trust Strive 500 Etf (STRV) | 3.8 | $4.4M | 132k | 33.66 |
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| UnitedHealth (UNH) | 3.2 | $3.8M | +13% | 7.7k | 494.70 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 3.2 | $3.8M | 75k | 50.45 |
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| First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR) | 2.8 | $3.3M | 119k | 27.96 |
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| Microsoft Corporation (MSFT) | 2.4 | $2.8M | -14% | 6.8k | 420.75 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 2.3 | $2.7M | 59k | 45.94 |
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| Caterpillar (CAT) | 2.3 | $2.7M | -3% | 7.3k | 366.43 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 2.2 | $2.7M | 76k | 34.82 |
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| Advanced Micro Devices (AMD) | 2.1 | $2.5M | +2% | 14k | 180.49 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.9 | $2.2M | 41k | 54.24 |
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| Abrdn Etfs Bbrg All Commdy (BCD) | 1.9 | $2.2M | +3% | 70k | 31.55 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $2.2M | 8.4k | 259.90 |
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| Applied Materials (AMAT) | 1.8 | $2.2M | -2% | 11k | 206.23 |
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| Costco Wholesale Corporation (COST) | 1.7 | $2.0M | 2.7k | 732.64 |
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| Ea Series Trust Strive Emerging (STXE) | 1.6 | $1.9M | 68k | 28.71 |
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| Amazon (AMZN) | 1.6 | $1.9M | +273% | 11k | 180.38 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $1.9M | +2% | 9.3k | 200.30 |
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| Freeport-mcmoran CL B (FCX) | 1.6 | $1.9M | +10% | 40k | 47.02 |
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| Qualcomm (QCOM) | 1.6 | $1.8M | +80% | 18k | 104.00 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.5 | $1.8M | +3% | 31k | 58.11 |
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| Chevron Corporation (CVX) | 1.5 | $1.8M | +23% | 11k | 157.74 |
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| Synopsys (SNPS) | 1.5 | $1.8M | -3% | 3.1k | 571.50 |
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| TJX Companies (TJX) | 1.5 | $1.7M | +2% | 17k | 101.42 |
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| Gra (GGG) | 1.5 | $1.7M | 19k | 93.46 |
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| Lowe's Companies (LOW) | 1.5 | $1.7M | +11% | 6.7k | 254.73 |
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| Charles Schwab Corporation (SCHW) | 1.5 | $1.7M | +10% | 24k | 72.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $1.7M | +9% | 11k | 150.93 |
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| Abbott Laboratories (ABT) | 1.4 | $1.7M | -3% | 15k | 113.66 |
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| Illinois Tool Works (ITW) | 1.4 | $1.6M | +8% | 6.0k | 268.33 |
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| Thermo Fisher Scientific (TMO) | 1.3 | $1.6M | +17% | 2.7k | 581.21 |
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| Palo Alto Networks (PANW) | 1.3 | $1.6M | -12% | 5.5k | 284.13 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.3 | $1.5M | +12% | 20k | 76.67 |
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| Pacer Fds Tr Developed Mrkt (ICOW) | 1.3 | $1.5M | 46k | 31.95 |
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| Apple (AAPL) | 1.2 | $1.4M | 8.4k | 171.48 |
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| Trane Technologies SHS (TT) | 1.2 | $1.4M | -8% | 4.6k | 300.20 |
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| Steel Dynamics (STLD) | 1.2 | $1.4M | -2% | 9.3k | 148.22 |
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| Flexshares Tr Qlt Div Def Idx (QDEF) | 1.1 | $1.3M | -2% | 20k | 64.21 |
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| Targa Res Corp (TRGP) | 1.1 | $1.2M | NEW | 11k | 111.99 |
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| Waste Management (WM) | 1.0 | $1.2M | +8% | 5.7k | 213.15 |
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| NVIDIA Corporation (NVDA) | 1.0 | $1.2M | 1.3k | 903.56 |
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| Occidental Petroleum Corporation (OXY) | 0.9 | $1.1M | +24% | 17k | 64.99 |
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| Apollo Global Mgmt (APO) | 0.9 | $1.1M | NEW | 9.9k | 112.45 |
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| Ensign (ENSG) | 0.9 | $1.1M | +56% | 8.8k | 124.42 |
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| Ssga Active Tr Spdr Dbleln Shrt (STOT) | 0.9 | $1.1M | 23k | 46.99 |
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| Honeywell International (HON) | 0.9 | $1.1M | -2% | 5.2k | 205.24 |
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| Monster Beverage Corp (MNST) | 0.9 | $1.1M | +7% | 18k | 59.28 |
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| Paypal Holdings (PYPL) | 0.9 | $1.0M | -9% | 15k | 66.99 |
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| Prologis (PLD) | 0.9 | $1.0M | +8% | 7.8k | 130.22 |
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| Take-Two Interactive Software (TTWO) | 0.8 | $941k | +6% | 6.3k | 148.49 |
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| Paycom Software (PAYC) | 0.8 | $937k | NEW | 4.7k | 199.01 |
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| Aptiv SHS (APTV) | 0.8 | $903k | +32% | 11k | 79.65 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $870k | +6% | 15k | 57.86 |
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| American Water Works (AWK) | 0.7 | $869k | +32% | 7.1k | 122.21 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.7 | $868k | -10% | 18k | 47.44 |
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| Etsy (ETSY) | 0.7 | $857k | +33% | 13k | 68.72 |
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| Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ) | 0.7 | $797k | +14% | 29k | 27.79 |
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| Target Corporation (TGT) | 0.7 | $796k | -57% | 4.5k | 177.21 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $784k | -16% | 3.8k | 205.72 |
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| PerkinElmer (RVTY) | 0.6 | $761k | 7.2k | 105.00 |
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| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.6 | $759k | NEW | 22k | 35.37 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.5 | $598k | +21% | 13k | 47.89 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) | 0.5 | $594k | NEW | 17k | 35.26 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.5 | $592k | -9% | 5.9k | 99.43 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) | 0.5 | $589k | +19% | 16k | 36.21 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 0.5 | $580k | +42% | 26k | 21.99 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.5 | $572k | +24% | 7.9k | 72.33 |
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| Innovator Etfs Trust Emrgng Mkt July (EJUL) | 0.5 | $568k | +30% | 24k | 23.80 |
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| First Tr Exchng Traded Fd Vi Ft Vest Inter (YJUN) | 0.5 | $565k | +7% | 26k | 22.16 |
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| Rollins (ROL) | 0.5 | $563k | 12k | 46.27 |
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| Innovator Etfs Trust Prem Incm 20 Bar (APRH) | 0.4 | $525k | +12% | 21k | 24.53 |
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| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.4 | $504k | -9% | 9.9k | 51.11 |
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| First Tr Exchange-traded Vest Gold Strtgy (BGLD) | 0.4 | $471k | +20% | 24k | 19.71 |
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| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.4 | $460k | NEW | 15k | 31.29 |
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| Innovator Etfs Trust GRWT100 PWR BF (NJAN) | 0.4 | $434k | NEW | 10k | 43.58 |
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| Aim Etf Products Trust Allianzim Us Lrg (AUGW) | 0.4 | $432k | NEW | 16k | 27.13 |
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| Innovator Etfs Trust Prem Inc 20 Barr (JULH) | 0.4 | $425k | -9% | 17k | 24.93 |
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| Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) | 0.4 | $422k | NEW | 13k | 31.44 |
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| 3M Company (MMM) | 0.3 | $399k | +10% | 3.8k | 106.06 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) | 0.3 | $387k | NEW | 12k | 31.56 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $385k | +7% | 6.4k | 60.30 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $370k | 3.2k | 116.25 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $367k | -8% | 5.4k | 67.86 |
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| Wisdomtree Tr Us Largecap Fund (EPS) | 0.3 | $366k | 6.6k | 55.40 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $364k | 692.00 | 525.73 |
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| Ingersoll Rand (IR) | 0.3 | $344k | 3.6k | 94.95 |
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| First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC) | 0.3 | $337k | NEW | 14k | 23.52 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG) | 0.3 | $334k | +21% | 15k | 21.92 |
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| Ishares Tr Aggres Alloc Etf (AOA) | 0.3 | $332k | +14% | 4.5k | 73.46 |
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| Ecolab (ECL) | 0.3 | $307k | 1.3k | 230.91 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) | 0.3 | $296k | +22% | 12k | 24.85 |
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| Tesla Motors (TSLA) | 0.2 | $284k | +7% | 1.6k | 175.79 |
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| Xcel Energy (XEL) | 0.2 | $279k | +7% | 5.2k | 53.75 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $276k | 2.5k | 110.14 |
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| Colgate-Palmolive Company (CL) | 0.2 | $272k | 3.0k | 90.05 |
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| Pepsi (PEP) | 0.2 | $272k | +3% | 1.6k | 175.03 |
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| Phillips 66 (PSX) | 0.2 | $269k | -79% | 1.6k | 163.33 |
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| General Mills (GIS) | 0.2 | $252k | 3.6k | 69.98 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 0.2 | $239k | 5.3k | 44.74 |
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| Cadence Design Systems (CDNS) | 0.2 | $239k | 768.00 | 311.28 |
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| Abbvie (ABBV) | 0.2 | $233k | NEW | 1.3k | 182.10 |
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| Eli Lilly & Co. (LLY) | 0.2 | $232k | NEW | 298.00 | 777.96 |
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| Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW) | 0.2 | $229k | NEW | 7.9k | 28.96 |
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| Medtronic SHS (MDT) | 0.2 | $229k | 2.6k | 87.15 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) | 0.2 | $216k | NEW | 6.0k | 35.88 |
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| Travelers Companies (TRV) | 0.2 | $213k | NEW | 926.00 | 230.14 |
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| Visa Com Cl A (V) | 0.2 | $209k | NEW | 750.00 | 279.08 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $203k | NEW | 589.00 | 344.20 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $200k | NEW | 801.00 | 249.86 |
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Past Filings by Secured Retirement Advisors
SEC 13F filings are viewable for Secured Retirement Advisors going back to 2023
- Secured Retirement Advisors 2024 Q1 filed May 13, 2024
- Secured Retirement Advisors 2023 Q4 filed Feb. 16, 2024