Secured Retirement Advisors, LLC Top Holdings and 13F Report (2025) About Secured Retirement Advisors, LLCInvestment ActivitySecured 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 $9,442,438Microsoft $7,027,646NVIDIA $6,167,304PIMCO ETF TR $5,529,509Apple $4,997,668 Largest New Holdings this Quarter 46432F842 - iShares Core MSCI EAFE ETF $2,442,458 Holding532457108 - Eli Lilly and Company $1,103,035 Holding75513E101 - RTX $1,016,591 Holding58933Y105 - Merck & Co., Inc. $989,817 Holding00206R102 - 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 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$9,442,438$106,600 ▼-1.1%235,7075.6%ETFMSFTMicrosoft$7,027,646$222,350 ▼-3.1%14,1284.2%Computer and TechnologyNVDANVIDIA$6,167,304$1,929,060 ▼-23.8%39,0363.7%Computer and TechnologyPIMCO ETF TR$5,529,509$508,465 ▲10.1%59,9863.3%ACTIVE BD ETFAAPLApple$4,997,668$163,108 ▲3.4%24,3593.0%Computer and TechnologyAMZNAmazon.com$3,700,012$44,536 ▲1.2%16,8652.2%Retail/WholesaleMETAMeta Platforms$3,337,692$132,120 ▲4.1%4,5222.0%Computer and TechnologyGLWCorning$3,327,692$23,140 ▲0.7%63,2762.0%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$2,841,486$48,310 ▲1.7%54,2891.7%ETFGOOGLAlphabet$2,680,367$181,699 ▲7.3%15,2091.6%Computer and TechnologyMAMastercard$2,617,021$296,712 ▲12.8%4,6571.6%Business ServicesIEFAiShares Core MSCI EAFE ETF$2,442,458$2,442,458 ▲New Holding29,2581.5%ETFIBMInternational Business Machines$2,368,263$746,088 ▲46.0%8,0341.4%Computer and TechnologyEDConsolidated Edison$2,330,265$855,899 ▲58.1%23,2211.4%UtilitiesUNHUnitedHealth Group$2,216,853$1,292,800 ▲139.9%7,1061.3%MedicalBUFRFT Vest Laddered Buffer ETF$2,207,429$1,415,068 ▲178.6%69,4161.3%ETFBRK.BBerkshire Hathaway$2,202,967$791,319 ▲56.1%4,5351.3%FinanceJPMJPMorgan Chase & Co.$2,189,878$73,924 ▼-3.3%7,5541.3%FinanceVTIVanguard Total Stock Market ETF$2,163,982$52,580 ▼-2.4%7,1201.3%ETFITWIllinois Tool Works$2,143,425$51,676 ▲2.5%8,6691.3%IndustrialsAVGOBroadcom$2,077,937$444,642 ▼-17.6%7,5381.2%Computer and TechnologyBSVVanguard Short-Term Bond ETF$2,056,991$93,890 ▼-4.4%26,1371.2%ETFCLColgate-Palmolive$1,937,768$82,899 ▲4.5%21,3181.2%Consumer StaplesNFLXNetflix$1,886,834$17,409 ▲0.9%1,4091.1%Consumer DiscretionaryCSCOCisco Systems$1,883,667$61,748 ▼-3.2%27,1501.1%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$1,862,330$1,328,644 ▼-41.6%29,7591.1%HEDGED EQUITY LAORCLOracle$1,822,718$17,928 ▼-1.0%8,3371.1%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,792,503$39,713 ▼-2.2%32,9501.1%ETFCVXChevron$1,778,102$253,299 ▲16.6%12,4181.1%EnergyQCOMQUALCOMM$1,727,302$51,599 ▼-2.9%10,8461.0%Computer and TechnologyVVisa$1,670,341$129,225 ▲8.4%4,7051.0%Business ServicesSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,599,607$49,392 ▼-3.0%45,3401.0%ETFBPOPPopular$1,594,408$46,288 ▼-2.8%14,4671.0%FinanceSONYSony$1,589,131$10,802 ▼-0.7%61,0500.9%Consumer DiscretionarySTXEStrive Emerging Markets Ex-China ETF$1,568,166$77,999 ▼-4.7%50,5640.9%ETFCATCaterpillar$1,555,473$123,056 ▼-7.3%4,0070.9%IndustrialsBKBank of New York Mellon$1,547,689$36,171 ▲2.4%16,9870.9%FinanceWMTWalmart$1,537,256$38,720 ▲2.6%15,7220.9%Retail/WholesaleYUMYum! Brands$1,471,869$113,061 ▲8.3%9,9330.9%Retail/WholesaleFIRST TR EXCHNG TRADED FD VI$1,449,811$33,424 ▲2.4%40,5570.9%FT VEST U.STSLATesla$1,431,376$224,268 ▼-13.5%4,5060.9%Auto/Tires/TrucksABTAbbott Laboratories$1,430,696$16,729 ▼-1.2%10,5190.9%MedicalBWXTBWX Technologies$1,368,282$3,602 ▼-0.3%9,4980.8%AerospacePHParker-Hannifin$1,361,318$11,874 ▼-0.9%1,9490.8%IndustrialsINNOVATOR ETFS TRUST$1,360,713$97,420 ▲7.7%44,1790.8%U S EQ 10 BUFFERFIRST TR EXCHNG TRADED FD VI$1,327,663$46,897 ▲3.7%56,7620.8%FT VEST U.SNEMNewmont$1,312,073$271,375 ▼-17.1%22,5210.8%Basic MaterialsCCitigroup$1,304,241$3,064 ▼-0.2%15,3220.8%Financial ServicesJAAAJanus Henderson AAA CLO ETF$1,303,717$99,724 ▲8.3%25,6890.8%ETFTTTrane Technologies$1,299,983$521,830 ▼-28.6%2,9720.8%ConstructionFIRST TR EXCHNG TRADED FD VI$1,288,595$48,258 ▲3.9%35,3270.8%FT VEST U.S EQTCMCSAComcast$1,286,884$46,683 ▲3.8%36,0570.8%Consumer DiscretionaryUPSUnited Parcel Service$1,263,002$223,589 ▲21.5%12,5120.8%TransportationBABoeing$1,237,694$436,661 ▲54.5%5,9070.7%AerospaceOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$1,235,949$54,812 ▲4.6%33,3950.7%ETFCOHRCoherent$1,228,779$5,353 ▼-0.4%13,7740.7%Business ServicesDEDeere & Company$1,222,918$35,594 ▼-2.8%2,4050.7%IndustrialsCTASimplify Managed Futures Strategy ETF$1,217,640$125,545 ▲11.5%45,5360.7%ETFEAElectronic Arts$1,181,013$147,088 ▼-11.1%7,3950.7%Consumer DiscretionaryLENLennar$1,140,921$248,536 ▲27.9%10,3150.7%ConstructionSPGSimon Property Group$1,126,124$1,608 ▼-0.1%7,0050.7%FinanceSFLRInnovator Equity Managed Floor ETF$1,107,743$87,584 ▲8.6%32,9980.7%ETFFIRST TR EXCHNG TRADED FD VI$1,103,654$120,871 ▼-9.9%53,8720.7%FT VEST US EQTLLYEli Lilly and Company$1,103,035$1,103,035 ▲New Holding1,4150.7%MedicalUSBU.S. Bancorp$1,101,204$187,471 ▼-14.5%24,3360.7%FinanceJCIJohnson Controls International$1,041,308$21,124 ▼-2.0%9,8590.6%ConstructionAMGNAmgen$1,019,133$20,941 ▲2.1%3,6500.6%MedicalRTXRTX$1,016,591$1,016,591 ▲New Holding6,9620.6%AerospaceGMGeneral Motors$1,004,081$28,050 ▼-2.7%20,4040.6%Auto/Tires/TrucksSCHWCharles Schwab$1,001,902$74,087 ▼-6.9%10,9810.6%FinanceMRKMerck & Co., Inc.$989,817$989,817 ▲New Holding12,5040.6%MedicalYJUNFT Vest International Equity Moderate Buffer ETF - June$987,597$31,481 ▲3.3%40,3430.6%ETFGNRCGenerac$980,702$7,160 ▼-0.7%6,8480.6%IndustrialsINNOVATOR ETFS TRUST$957,929$24,856 ▲2.7%30,9860.6%INNOVATOR INTERPANWPalo Alto Networks$954,236$105,185 ▼-9.9%4,6630.6%Computer and TechnologyCPCanadian Pacific Kansas City$934,990$4,201 ▼-0.4%11,7950.6%TransportationBKRBaker Hughes$934,537$7,285 ▼-0.8%24,3750.6%EnergyNOCTInnovator Growth-100 Power Buffer ETF - October$904,343$18,911 ▲2.1%16,5940.5%ETFINNOVATOR ETFS TRUST$890,446$17,850 ▲2.0%34,4700.5%GROWTH 100 PWR BMTCHMatch Group$885,833$12,819 ▼-1.4%28,6770.5%Computer and TechnologyNTRNutrien$842,733$7,862 ▼-0.9%14,4700.5%Basic MaterialsOECOrion$809,199$7,972 ▲1.0%77,1400.5%Basic MaterialsTEXTerex$806,336$3,408 ▼-0.4%17,2700.5%IndustrialsVXUSVanguard Total International Stock ETF$800,651$24,940 ▼-3.0%11,5890.5%ETFAAAUGoldman Sachs Physical Gold ETF$774,385$167,550 ▼-17.8%23,6960.5%FinanceEOCTInnovator Emerging Markets Power Buffer ETF - October$774,035$12,972 ▲1.7%27,3890.5%ETFBGLDFT Vest Gold Strategy Quarterly Buffer ETF$761,638$8,480 ▲1.1%35,4770.5%ETFTE CONNECTIVITY PLC$753,449$10,120 ▼-1.3%4,4670.4%ORD SHSAIM ETF PRODUCTS TRUST$742,532$14,324 ▲2.0%27,9410.4%ALLIANZIM US EQUBLVVanguard Long-Term Bond ETF$695,678$28,650 ▼-4.0%10,0040.4%ETFTAT&T$656,649$656,649 ▲New Holding22,6900.4%Computer and TechnologyBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$622,027$162,435 ▼-20.7%18,7640.4%ETFHPEHewlett Packard Enterprise$577,263$34,970 ▼-5.7%28,2280.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$520,742$520,742 ▲New Holding3,8200.3%CL AJPSTJPMorgan Ultra-Short Income ETF$414,512$413,498 ▼-49.9%8,1790.2%ETFZBHZimmer Biomet$412,725$412,725 ▲New Holding4,5250.2%MedicalAOAiShares Core 80/20 Aggressive Allocation ETF$366,460$17,264 ▼-4.5%4,3940.2%ETFPEPPepsiCo$365,692$107,859 ▲41.8%2,7700.2%Consumer StaplesVZVerizon Communications$289,307$37,472 ▲14.9%6,6860.2%Computer and TechnologyTXNTexas Instruments$288,413$19,311 ▲7.2%1,3890.2%Computer and TechnologyShowing 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. 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