Secured Retirement Advisors

Secured Retirement Advisors as of March 31, 2024

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