Secured Retirement Advisors, LLC Top Holdings and 13F Report (2025)

About Secured Retirement Advisors, LLC

Investment Activity

Secured Retirement Advisors, LLC has $167.80 million in total holdings as of June 30, 2025.
Secured Retirement Advisors, LLC owns shares of 115 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
Approximately 10.33% of the portfolio was purchased this quarter.
About 11.53% of the portfolio was sold this quarter.
This quarter, Secured Retirement Advisors, LLC has purchased 116 new stocks and bought additional shares in 48 stocks.
Secured Retirement Advisors, LLC sold shares of 55 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Strive 500 ETF: $9,442,438
Microsoft: $7,027,646
NVIDIA: $6,167,304
PIMCO ETF TR: $5,529,509
Apple: $4,997,668

Largest New Holdings this Quarter

46432F842 - iShares Core MSCI EAFE ETF: $2,442,458 Holding
532457108 - Eli Lilly and Company: $1,103,035 Holding
75513E101 - RTX: $1,016,591 Holding
58933Y105 - Merck & Co., Inc.: $989,817 Holding
00206R102 - AT&T: $656,649 Holding

Largest Purchases this Quarter

iShares Core MSCI EAFE ETF: 29,258 shares (about $2.44M)
FT Vest Laddered Buffer ETF: 44,499 shares (about $1.42M)
UnitedHealth Group: 4,144 shares (about $1.29M)
Eli Lilly and Company: 1,415 shares (about $1.10M)
RTX: 6,962 shares (about $1.02M)

Largest Sales this Quarter

WisdomTree International Hedged Quality Dividend Growth Fund: 53,966 shares (about $2.43M)
NVIDIA: 12,210 shares (about $1.93M)
J P MORGAN EXCHANGE TRADED F: 21,231 shares (about $1.33M)
Trane Technologies: 1,193 shares (about $521.83K)
Broadcom: 1,613 shares (about $444.64K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
STRV Strive 500 ETF	$9,442,438	$106,600 ▼	-1.1%	235,707	5.6%	ETF
MSFT Microsoft	$7,027,646	$222,350 ▼	-3.1%	14,128	4.2%	Computer and Technology
NVDA NVIDIA	$6,167,304	$1,929,060 ▼	-23.8%	39,036	3.7%	Computer and Technology
PIMCO ETF TR	$5,529,509	$508,465 ▲	10.1%	59,986	3.3%	ACTIVE BD ETF
AAPL Apple	$4,997,668	$163,108 ▲	3.4%	24,359	3.0%	Computer and Technology
AMZN Amazon.com	$3,700,012	$44,536 ▲	1.2%	16,865	2.2%	Retail/Wholesale
META Meta Platforms	$3,337,692	$132,120 ▲	4.1%	4,522	2.0%	Computer and Technology
GLW Corning	$3,327,692	$23,140 ▲	0.7%	63,276	2.0%	Computer and Technology
SPYV SPDR Portfolio S&P 500 Value ETF	$2,841,486	$48,310 ▲	1.7%	54,289	1.7%	ETF
GOOGL Alphabet	$2,680,367	$181,699 ▲	7.3%	15,209	1.6%	Computer and Technology
MA Mastercard	$2,617,021	$296,712 ▲	12.8%	4,657	1.6%	Business Services
IEFA iShares Core MSCI EAFE ETF	$2,442,458	$2,442,458 ▲	New Holding	29,258	1.5%	ETF
IBM International Business Machines	$2,368,263	$746,088 ▲	46.0%	8,034	1.4%	Computer and Technology
ED Consolidated Edison	$2,330,265	$855,899 ▲	58.1%	23,221	1.4%	Utilities
UNH UnitedHealth Group	$2,216,853	$1,292,800 ▲	139.9%	7,106	1.3%	Medical
BUFR FT Vest Laddered Buffer ETF	$2,207,429	$1,415,068 ▲	178.6%	69,416	1.3%	ETF
BRK.B Berkshire Hathaway	$2,202,967	$791,319 ▲	56.1%	4,535	1.3%	Finance
JPM JPMorgan Chase & Co.	$2,189,878	$73,924 ▼	-3.3%	7,554	1.3%	Finance
VTI Vanguard Total Stock Market ETF	$2,163,982	$52,580 ▼	-2.4%	7,120	1.3%	ETF
ITW Illinois Tool Works	$2,143,425	$51,676 ▲	2.5%	8,669	1.3%	Industrials
AVGO Broadcom	$2,077,937	$444,642 ▼	-17.6%	7,538	1.2%	Computer and Technology
BSV Vanguard Short-Term Bond ETF	$2,056,991	$93,890 ▼	-4.4%	26,137	1.2%	ETF
CL Colgate-Palmolive	$1,937,768	$82,899 ▲	4.5%	21,318	1.2%	Consumer Staples
NFLX Netflix	$1,886,834	$17,409 ▲	0.9%	1,409	1.1%	Consumer Discretionary
CSCO Cisco Systems	$1,883,667	$61,748 ▼	-3.2%	27,150	1.1%	Computer and Technology
J P MORGAN EXCHANGE TRADED F	$1,862,330	$1,328,644 ▼	-41.6%	29,759	1.1%	HEDGED EQUITY LA
ORCL Oracle	$1,822,718	$17,928 ▼	-1.0%	8,337	1.1%	Computer and Technology
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,792,503	$39,713 ▼	-2.2%	32,950	1.1%	ETF
CVX Chevron	$1,778,102	$253,299 ▲	16.6%	12,418	1.1%	Energy
QCOM QUALCOMM	$1,727,302	$51,599 ▼	-2.9%	10,846	1.0%	Computer and Technology
V Visa	$1,670,341	$129,225 ▲	8.4%	4,705	1.0%	Business Services
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$1,599,607	$49,392 ▼	-3.0%	45,340	1.0%	ETF
BPOP Popular	$1,594,408	$46,288 ▼	-2.8%	14,467	1.0%	Finance
SONY Sony	$1,589,131	$10,802 ▼	-0.7%	61,050	0.9%	Consumer Discretionary
STXE Strive Emerging Markets Ex-China ETF	$1,568,166	$77,999 ▼	-4.7%	50,564	0.9%	ETF
CAT Caterpillar	$1,555,473	$123,056 ▼	-7.3%	4,007	0.9%	Industrials
BK Bank of New York Mellon	$1,547,689	$36,171 ▲	2.4%	16,987	0.9%	Finance
WMT Walmart	$1,537,256	$38,720 ▲	2.6%	15,722	0.9%	Retail/Wholesale
YUM Yum! Brands	$1,471,869	$113,061 ▲	8.3%	9,933	0.9%	Retail/Wholesale
FIRST TR EXCHNG TRADED FD VI	$1,449,811	$33,424 ▲	2.4%	40,557	0.9%	FT VEST U.S
TSLA Tesla	$1,431,376	$224,268 ▼	-13.5%	4,506	0.9%	Auto/Tires/Trucks
ABT Abbott Laboratories	$1,430,696	$16,729 ▼	-1.2%	10,519	0.9%	Medical
BWXT BWX Technologies	$1,368,282	$3,602 ▼	-0.3%	9,498	0.8%	Aerospace
PH Parker-Hannifin	$1,361,318	$11,874 ▼	-0.9%	1,949	0.8%	Industrials
INNOVATOR ETFS TRUST	$1,360,713	$97,420 ▲	7.7%	44,179	0.8%	U S EQ 10 BUFFER
FIRST TR EXCHNG TRADED FD VI	$1,327,663	$46,897 ▲	3.7%	56,762	0.8%	FT VEST U.S
NEM Newmont	$1,312,073	$271,375 ▼	-17.1%	22,521	0.8%	Basic Materials
C Citigroup	$1,304,241	$3,064 ▼	-0.2%	15,322	0.8%	Financial Services
JAAA Janus Henderson AAA CLO ETF	$1,303,717	$99,724 ▲	8.3%	25,689	0.8%	ETF
TT Trane Technologies	$1,299,983	$521,830 ▼	-28.6%	2,972	0.8%	Construction
FIRST TR EXCHNG TRADED FD VI	$1,288,595	$48,258 ▲	3.9%	35,327	0.8%	FT VEST U.S EQT
CMCSA Comcast	$1,286,884	$46,683 ▲	3.8%	36,057	0.8%	Consumer Discretionary
UPS United Parcel Service	$1,263,002	$223,589 ▲	21.5%	12,512	0.8%	Transportation
BA Boeing	$1,237,694	$436,661 ▲	54.5%	5,907	0.7%	Aerospace
OCTW AllianzIM U.S. Large Cap Buffer20 Oct ETF	$1,235,949	$54,812 ▲	4.6%	33,395	0.7%	ETF
COHR Coherent	$1,228,779	$5,353 ▼	-0.4%	13,774	0.7%	Business Services
DE Deere & Company	$1,222,918	$35,594 ▼	-2.8%	2,405	0.7%	Industrials
CTA Simplify Managed Futures Strategy ETF	$1,217,640	$125,545 ▲	11.5%	45,536	0.7%	ETF
EA Electronic Arts	$1,181,013	$147,088 ▼	-11.1%	7,395	0.7%	Consumer Discretionary
LEN Lennar	$1,140,921	$248,536 ▲	27.9%	10,315	0.7%	Construction
SPG Simon Property Group	$1,126,124	$1,608 ▼	-0.1%	7,005	0.7%	Finance
SFLR Innovator Equity Managed Floor ETF	$1,107,743	$87,584 ▲	8.6%	32,998	0.7%	ETF
FIRST TR EXCHNG TRADED FD VI	$1,103,654	$120,871 ▼	-9.9%	53,872	0.7%	FT VEST US EQT
LLY Eli Lilly and Company	$1,103,035	$1,103,035 ▲	New Holding	1,415	0.7%	Medical
USB U.S. Bancorp	$1,101,204	$187,471 ▼	-14.5%	24,336	0.7%	Finance
JCI Johnson Controls International	$1,041,308	$21,124 ▼	-2.0%	9,859	0.6%	Construction
AMGN Amgen	$1,019,133	$20,941 ▲	2.1%	3,650	0.6%	Medical
RTX RTX	$1,016,591	$1,016,591 ▲	New Holding	6,962	0.6%	Aerospace
GM General Motors	$1,004,081	$28,050 ▼	-2.7%	20,404	0.6%	Auto/Tires/Trucks
SCHW Charles Schwab	$1,001,902	$74,087 ▼	-6.9%	10,981	0.6%	Finance
MRK Merck & Co., Inc.	$989,817	$989,817 ▲	New Holding	12,504	0.6%	Medical
YJUN FT Vest International Equity Moderate Buffer ETF - June	$987,597	$31,481 ▲	3.3%	40,343	0.6%	ETF
GNRC Generac	$980,702	$7,160 ▼	-0.7%	6,848	0.6%	Industrials
INNOVATOR ETFS TRUST	$957,929	$24,856 ▲	2.7%	30,986	0.6%	INNOVATOR INTER
PANW Palo Alto Networks	$954,236	$105,185 ▼	-9.9%	4,663	0.6%	Computer and Technology
CP Canadian Pacific Kansas City	$934,990	$4,201 ▼	-0.4%	11,795	0.6%	Transportation
BKR Baker Hughes	$934,537	$7,285 ▼	-0.8%	24,375	0.6%	Energy
NOCT Innovator Growth-100 Power Buffer ETF - October	$904,343	$18,911 ▲	2.1%	16,594	0.5%	ETF
INNOVATOR ETFS TRUST	$890,446	$17,850 ▲	2.0%	34,470	0.5%	GROWTH 100 PWR B
MTCH Match Group	$885,833	$12,819 ▼	-1.4%	28,677	0.5%	Computer and Technology
NTR Nutrien	$842,733	$7,862 ▼	-0.9%	14,470	0.5%	Basic Materials
OEC Orion	$809,199	$7,972 ▲	1.0%	77,140	0.5%	Basic Materials
TEX Terex	$806,336	$3,408 ▼	-0.4%	17,270	0.5%	Industrials
VXUS Vanguard Total International Stock ETF	$800,651	$24,940 ▼	-3.0%	11,589	0.5%	ETF
AAAU Goldman Sachs Physical Gold ETF	$774,385	$167,550 ▼	-17.8%	23,696	0.5%	Finance
EOCT Innovator Emerging Markets Power Buffer ETF - October	$774,035	$12,972 ▲	1.7%	27,389	0.5%	ETF
BGLD FT Vest Gold Strategy Quarterly Buffer ETF	$761,638	$8,480 ▲	1.1%	35,477	0.5%	ETF
TE CONNECTIVITY PLC	$753,449	$10,120 ▼	-1.3%	4,467	0.4%	ORD SHS
AIM ETF PRODUCTS TRUST	$742,532	$14,324 ▲	2.0%	27,941	0.4%	ALLIANZIM US EQU
BLV Vanguard Long-Term Bond ETF	$695,678	$28,650 ▼	-4.0%	10,004	0.4%	ETF
T AT&T	$656,649	$656,649 ▲	New Holding	22,690	0.4%	Computer and Technology
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	$622,027	$162,435 ▼	-20.7%	18,764	0.4%	ETF
HPE Hewlett Packard Enterprise	$577,263	$34,970 ▼	-5.7%	28,228	0.3%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$520,742	$520,742 ▲	New Holding	3,820	0.3%	CL A
JPST JPMorgan Ultra-Short Income ETF	$414,512	$413,498 ▼	-49.9%	8,179	0.2%	ETF
ZBH Zimmer Biomet	$412,725	$412,725 ▲	New Holding	4,525	0.2%	Medical
AOA iShares Core 80/20 Aggressive Allocation ETF	$366,460	$17,264 ▼	-4.5%	4,394	0.2%	ETF
PEP PepsiCo	$365,692	$107,859 ▲	41.8%	2,770	0.2%	Consumer Staples
VZ Verizon Communications	$289,307	$37,472 ▲	14.9%	6,686	0.2%	Computer and Technology
TXN Texas Instruments	$288,413	$19,311 ▲	7.2%	1,389	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Secured Retirement Advisors, LLC Top Holdings and 13F Report (2025)

About Secured Retirement Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Secured Retirement Advisors, LLC Top Holdings and 13F Report (2025)

About Secured Retirement Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSecured Retirement Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools