Secured Retirement Advisors, LLC Top Holdings and 13F Report (2025) About Secured Retirement Advisors, LLCInvestment ActivitySecured Retirement Advisors, LLC has $174.60 million in total holdings as of December 31, 2024.Secured Retirement Advisors, LLC owns shares of 140 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 31.71% of the portfolio was purchased this quarter.About 9.99% of the portfolio was sold this quarter.This quarter, Secured Retirement Advisors, LLC has purchased 119 new stocks and bought additional shares in 54 stocks.Secured Retirement Advisors, LLC sold shares of 31 stocks and completely divested from 24 stocks this quarter.Largest Holdings Strive 500 ETF $4,739,553UnitedHealth Group $4,685,965Caterpillar $4,293,738JPMorgan Ultra-Short Income ETF $3,921,813FT Vest Laddered Buffer ETF $3,645,705 Largest New Holdings this Quarter Newmont $2,157,718 HoldingCorning $1,835,603 HoldingConstellation Energy $1,507,658 HoldingOracle $1,479,331 HoldingPopular $1,428,207 Holding Largest Purchases this Quarter Newmont 57,972 shares (about $2.16M)Corning 38,628 shares (about $1.84M)Constellation Energy 6,739 shares (about $1.51M)Oracle 8,877 shares (about $1.48M)Popular 15,184 shares (about $1.43M) Largest Sales this Quarter Steel Dynamics 6,340 shares (about $723.19K)Monster Beverage 12,777 shares (about $671.56K)American Water Works 5,211 shares (about $648.82K)Targa Resources 2,710 shares (about $483.75K)Apollo Global Management 1,800 shares (about $297.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSecured Retirement Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSTRVStrive 500 ETF$4,739,553$28,728 ▼-0.6%125,3852.7%ETFUNHUnitedHealth Group$4,685,965$134,564 ▲3.0%9,2632.7%MedicalCATCaterpillar$4,293,738$1,321,569 ▲44.5%11,8362.5%Industrial ProductsJPSTJPMorgan Ultra-Short Income ETF$3,921,813$101,798 ▼-2.5%77,8602.2%ETFBUFRFT Vest Laddered Buffer ETF$3,645,705$37,935 ▼-1.0%119,6492.1%ETFMSFTMicrosoft$3,338,925$113,377 ▲3.5%7,9221.9%Computer and TechnologyQCOMQUALCOMM$3,049,184$1,235,404 ▲68.1%19,8491.7%Computer and TechnologyGOOGLAlphabet$2,926,563$544,992 ▲22.9%15,4601.7%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$2,704,847$64,781 ▲2.5%75,4491.5%ETFAMZNAmazon.com$2,681,823$11,189 ▼-0.4%12,2241.5%Retail/WholesaleIHDGWisdomTree International Hedged Quality Dividend Growth Fund$2,570,077$47,904 ▲1.9%59,1231.5%FinanceCOSTCostco Wholesale$2,551,902$203,419 ▼-7.4%2,7851.5%Retail/WholesaleVTIVanguard Total Stock Market ETF$2,464,877$155,920 ▼-5.9%8,5051.4%ETFVVisa$2,318,913$108,724 ▲4.9%7,3371.3%Business ServicesJPMJPMorgan Chase & Co.$2,317,262$174,028 ▼-7.0%9,6671.3%FinanceBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$2,287,278$11,905 ▲0.5%73,0061.3%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,278,090$55,534 ▲2.5%40,4061.3%ETFAAPLApple$2,278,003$118,696 ▲5.5%9,0971.3%Computer and TechnologyPANWPalo Alto Networks$2,228,646$1,080,296 ▲94.1%12,2481.3%Computer and TechnologyNEMNewmont$2,157,718$2,157,718 ▲New Holding57,9721.2%Basic MaterialsGGGGraco$2,154,8740.0%25,5651.2%Industrial ProductsABTAbbott Laboratories$2,129,578$131,437 ▲6.6%18,8271.2%MedicalSCHWCharles Schwab$2,108,307$67,423 ▲3.3%28,4871.2%FinanceCVXChevron$2,097,294$170,333 ▲8.8%14,4801.2%Oils/EnergyLOWLowe's Companies$2,004,116$60,963 ▲3.1%8,1201.1%Retail/WholesaleTMOThermo Fisher Scientific$1,966,021$318,913 ▲19.4%3,7791.1%MedicalAMATApplied Materials$1,963,001$205,082 ▲11.7%12,0701.1%Computer and TechnologySNPSSynopsys$1,931,247$172,303 ▲9.8%3,9791.1%Computer and TechnologyAMDAdvanced Micro Devices$1,887,223$112,214 ▲6.3%15,6241.1%Computer and TechnologyAMGNAmgen$1,874,645$252,577 ▲15.6%7,1921.1%MedicalFCXFreeport-McMoRan$1,874,038$180,652 ▲10.7%49,2131.1%Basic MaterialsBSVVanguard Short-Term Bond ETF$1,869,625$78,429 ▼-4.0%24,1961.1%ETFSTXEStrive Emerging Markets Ex-China ETF$1,862,161$57,428 ▲3.2%67,5431.1%ETFCOWZPacer US Cash Cows 100 ETF$1,840,344$99,518 ▲5.7%32,5841.1%ETFGLWCorning$1,835,603$1,835,603 ▲New Holding38,6281.1%Computer and TechnologyTTTrane Technologies$1,709,352$10,342 ▲0.6%4,6281.0%ConstructionNVDANVIDIA$1,697,563$20,546 ▼-1.2%12,6411.0%Computer and TechnologyTRGPTarga Resources$1,674,751$483,753 ▼-22.4%9,3821.0%Oils/EnergyCSCOCisco Systems$1,652,035$1,411,505 ▲586.8%27,9060.9%Computer and TechnologyGTLSChart Industries$1,623,858$56,107 ▼-3.3%8,5090.9%Industrial ProductsAPOApollo Global Management$1,620,736$297,292 ▼-15.5%9,8130.9%FinanceLULULululemon Athletica$1,615,300$26,386 ▲1.7%4,2240.9%Consumer DiscretionaryCEGConstellation Energy$1,507,658$1,507,658 ▲New Holding6,7390.9%Oils/EnergyORCLOracle$1,479,331$1,479,331 ▲New Holding8,8770.8%Computer and TechnologyIBMInternational Business Machines$1,467,587$1,181,588 ▲413.1%6,6760.8%Computer and TechnologyTTWOTake-Two Interactive Software$1,447,973$37,368 ▲2.6%7,8660.8%Consumer DiscretionaryBPOPPopular$1,428,207$1,428,207 ▲New Holding15,1840.8%FinanceWMWaste Management$1,420,755$106,138 ▲8.1%7,0410.8%Business ServicesICOWPacer Developed Markets International Cash Cows 100 ETF$1,417,496$73,763 ▲5.5%48,5610.8%ETFENSGThe Ensign Group$1,365,308$31,090 ▲2.3%10,2760.8%MedicalSONYSony Group$1,340,063$1,340,063 ▲New Holding63,3300.8%Consumer DiscretionaryPAYCPaycom Software$1,335,761$29,925 ▲2.3%6,5170.8%Computer and TechnologyCOHRCoherent$1,325,746$1,325,746 ▲New Holding13,9950.8%Business ServicesOXYOccidental Petroleum$1,310,144$293,592 ▲28.9%26,5160.8%Oils/EnergyPHParker-Hannifin$1,292,413$1,292,413 ▲New Holding2,0320.7%Industrial ProductsFIRST TR EXCHNG TRADED FD VI$1,262,432$1,262,432 ▲New Holding36,8940.7%FT VEST U.SPLDPrologis$1,253,240$247,646 ▲24.6%11,8570.7%FinanceQDEFFlexShares Quality Dividend Defensive Index Fund$1,247,938$118,607 ▼-8.7%17,7710.7%ETFFIRST TR EXCHNG TRADED FD VI$1,232,745$1,232,745 ▲New Holding62,1030.7%FT VEST US EQTSPGSimon Property Group$1,229,235$1,229,235 ▲New Holding7,1380.7%FinanceAPTIV PLC$1,227,804$1,227,804 ▲New Holding20,3010.7%COM SHSOECOrion$1,211,630$1,211,630 ▲New Holding76,7340.7%Basic MaterialsHONHoneywell International$1,207,555$31,849 ▲2.7%5,3460.7%Multi-Sector ConglomeratesFIRST TR EXCHNG TRADED FD VI$1,203,109$318,272 ▲36.0%51,0430.7%FT VEST U.SUSBU.S. Bancorp$1,198,304$1,198,304 ▲New Holding25,0530.7%FinanceGMGeneral Motors$1,131,029$1,131,029 ▲New Holding21,2320.6%Auto/Tires/TrucksTSLATesla$1,129,137$579,511 ▲105.4%2,7960.6%Auto/Tires/TrucksDEDeere & Company$1,093,993$1,093,993 ▲New Holding2,5820.6%Industrial ProductsFIRST TR EXCHNG TRADED FD VI$1,082,036$1,082,036 ▲New Holding30,9330.6%FT VEST U.S EQTGNRCGenerac$1,079,613$1,079,613 ▲New Holding6,9630.6%Industrial ProductsINNOVATOR ETFS TRUST$1,077,282$1,077,282 ▲New Holding36,1990.6%U S EQ 10 BUFFERXOMExxon Mobil$1,067,888$720,316 ▲207.2%9,9270.6%Oils/EnergySTOTSPDR DoubleLine Short Duration Total Return Tactical ETF$1,055,193$9,700 ▼-0.9%22,5180.6%ETFOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$1,034,525$1,034,525 ▲New Holding29,0950.6%ETFBKRBaker Hughes$1,025,295$1,025,295 ▲New Holding24,9950.6%Oils/EnergyPSTGPure Storage$977,843$977,843 ▲New Holding15,9180.6%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$977,205$19,618 ▼-2.0%16,9860.6%ETFARISTA NETWORKS INC$913,420$913,420 ▲New Holding8,2640.5%COM SHSSFLRInnovator Equity Managed Floor ETF$899,344$401,203 ▲80.5%27,5450.5%ETFCXTCrane NXT$888,437$888,437 ▲New Holding15,2600.5%Business ServicesCPCanadian Pacific Kansas City$873,216$873,216 ▲New Holding12,0660.5%TransportationAAAUGoldman Sachs Physical Gold ETF$861,042$19,399 ▼-2.2%33,2000.5%Finance, Insurance, And Real EstateVTIPVanguard Short-Term Inflation-Protected Securities ETF$837,472$3,147 ▼-0.4%17,2960.5%ManufacturingTEXTerex$807,232$807,232 ▲New Holding17,4650.5%Industrial ProductsCELHCelsius$804,213$804,213 ▲New Holding30,5320.5%Consumer StaplesTMUST-Mobile US$790,876$790,876 ▲New Holding3,5830.5%Computer and TechnologyHPEHewlett Packard Enterprise$788,178$788,178 ▲New Holding36,9170.5%Computer and TechnologyNOCTInnovator Growth-100 Power Buffer ETF - October$780,951$780,951 ▲New Holding15,2110.4%ETFYJUNFT Vest International Equity Moderate Buffer ETF - June$779,399$130,663 ▲20.1%36,1000.4%ETFBWXTBWX Technologies$776,722$776,722 ▲New Holding6,9730.4%Computer and TechnologyINNOVATOR ETFS TRUST$763,866$763,866 ▲New Holding31,3060.4%GROWTH 100 PWR BINNOVATOR ETFS TRUST$763,530$763,530 ▲New Holding27,7090.4%INNOVATOR INTERBLVVanguard Long-Term Bond ETF$742,397$77,394 ▲11.6%10,8490.4%ETFMTCHMatch Group$713,143$713,143 ▲New Holding21,8020.4%Retail/WholesaleBABoeing$695,610$695,610 ▲New Holding3,9300.4%AerospaceEOCTInnovator Emerging Markets Power Buffer ETF - October$656,186$656,186 ▲New Holding25,2920.4%ETFNTRNutrien$654,469$654,469 ▲New Holding14,6250.4%Basic MaterialsKMBKimberly-Clark$650,352$650,352 ▲New Holding4,9630.4%Consumer StaplesTE CONNECTIVITY PLC$648,512$648,512 ▲New Holding4,5360.4%ORD SHSGLDSPDR Gold Shares$646,487$108,958 ▼-14.4%2,6700.4%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
