Secured Retirement Advisors, LLC Top Holdings and 13F Report (2025) About Secured Retirement Advisors, LLCInvestment ActivitySecured Retirement Advisors, LLC has $155.15 million in total holdings as of March 31, 2025.Secured Retirement Advisors, LLC owns shares of 116 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 41.15% of the portfolio was purchased this quarter.About 52.23% of the portfolio was sold this quarter.This quarter, Secured Retirement Advisors, LLC has purchased 140 new stocks and bought additional shares in 32 stocks.Secured Retirement Advisors, LLC sold shares of 50 stocks and completely divested from 57 stocks this quarter.Largest Holdings Strive 500 ETF $8,595,550NVIDIA $5,554,041Microsoft $5,471,278Apple $5,234,274PIMCO ETF TR $5,036,841 Largest New Holdings this Quarter 72201R775 - PIMCO ETF TR $5,036,841 Holding46654Q724 - J P MORGAN EXCHANGE TRADED F $3,043,083 Holding78464A508 - SPDR Portfolio S&P 500 Value ETF $2,725,402 Holding30303M102 - Meta Platforms $2,503,131 Holding57636Q104 - Mastercard $2,263,187 Holding Largest Purchases this Quarter PIMCO ETF TR 54,470 shares (about $5.04M)NVIDIA 38,605 shares (about $4.18M)Strive 500 ETF 112,983 shares (about $4.07M)Apple 14,467 shares (about $3.21M)J P MORGAN EXCHANGE TRADED F 50,990 shares (about $3.04M) Largest Sales this Quarter UnitedHealth Group 6,301 shares (about $3.30M)JPMorgan Ultra-Short Income ETF 61,522 shares (about $3.11M)FT Vest Laddered Buffer ETF 94,732 shares (about $2.81M)Caterpillar 7,512 shares (about $2.48M)Costco Wholesale 2,539 shares (about $2.40M) 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$8,595,550$4,074,167 ▲90.1%238,3685.5%ETFNVDANVIDIA$5,554,041$4,184,010 ▲305.4%51,2463.6%Computer and TechnologyMSFTMicrosoft$5,471,278$2,497,455 ▲84.0%14,5753.5%Computer and TechnologyAAPLApple$5,234,274$3,213,556 ▲159.0%23,5643.4%Computer and TechnologyPIMCO ETF TR$5,036,841$5,036,841 ▲New Holding54,4703.2%ACTIVE BD ETFAMZNAmazon.com$3,170,112$844,374 ▲36.3%16,6622.0%Retail/WholesaleJ P MORGAN EXCHANGE TRADED F$3,043,083$3,043,083 ▲New Holding50,9902.0%HEDGED EQUITY LAGLWCorning$2,876,632$1,108,242 ▲62.7%62,8361.9%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$2,725,402$2,725,402 ▲New Holding53,3661.8%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$2,558,864$7,074 ▼-0.3%58,9601.6%FinanceMETAMeta Platforms$2,503,131$2,503,131 ▲New Holding4,3431.6%Computer and TechnologyMAMastercard$2,263,187$2,263,187 ▲New Holding4,1291.5%Business ServicesGOOGLAlphabet$2,192,508$198,250 ▼-8.3%14,1781.4%Computer and TechnologyBSVVanguard Short-Term Bond ETF$2,139,392$245,329 ▲13.0%27,3301.4%ETFITWIllinois Tool Works$2,098,165$2,098,165 ▲New Holding8,4601.4%IndustrialsVTIVanguard Total Stock Market ETF$2,004,408$333,106 ▼-14.3%7,2931.3%ETFJPMJPMorgan Chase & Co.$1,915,485$455,752 ▼-19.2%7,8091.2%FinanceCLColgate-Palmolive$1,912,042$1,624,196 ▲564.3%20,4061.2%Consumer StaplesCVXChevron$1,781,477$640,890 ▼-26.5%10,6491.1%EnergyJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,743,950$348,272 ▼-16.6%33,6801.1%ETFCSCOCisco Systems$1,730,348$8,269 ▲0.5%28,0401.1%Computer and TechnologyQCOMQUALCOMM$1,715,886$1,333,230 ▼-43.7%11,1701.1%Computer and TechnologyEDConsolidated Edison$1,624,788$1,624,788 ▲New Holding14,6921.0%UtilitiesSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,565,790$961,752 ▼-38.1%46,7401.0%ETFSONYSony Group$1,560,596$47,352 ▼-2.9%61,4651.0%Consumer StaplesUNHUnitedHealth Group$1,551,129$3,299,684 ▼-68.0%2,9621.0%MedicalBRK.BBerkshire Hathaway$1,547,677$1,296,299 ▲515.7%2,9061.0%FinanceAVGOBroadcom$1,532,152$1,532,152 ▲New Holding9,1511.0%Computer and TechnologyVVisa$1,521,501$1,050,085 ▼-40.8%4,3411.0%Business ServicesSTXEStrive Emerging Markets Ex-China ETF$1,450,272$395,198 ▼-21.4%53,0790.9%ETFYUMYum! Brands$1,442,991$1,442,991 ▲New Holding9,1700.9%Retail/WholesaleSPGIS&P Global$1,441,988$1,441,988 ▲New Holding2,8380.9%Business ServicesCATCaterpillar$1,425,930$2,477,240 ▼-63.5%4,3240.9%IndustrialsABTAbbott Laboratories$1,411,679$1,085,754 ▼-43.5%10,6420.9%MedicalTTTrane Technologies$1,403,272$155,994 ▼-10.0%4,1650.9%ConstructionBKBank of New York Mellon$1,391,403$1,391,403 ▲New Holding16,5900.9%FinanceBPOPPopular$1,375,112$27,434 ▼-2.0%14,8870.9%FinanceIBMInternational Business Machines$1,368,376$291,678 ▼-17.6%5,5030.9%Computer and TechnologyTSLATesla$1,350,742$626,131 ▲86.4%5,2120.9%Auto/Tires/TrucksWMTWalmart$1,345,470$1,345,470 ▲New Holding15,3260.9%Retail/WholesaleFIRST TR EXCHNG TRADED FD VI$1,340,801$92,315 ▲7.4%39,6220.9%FT VEST U.SNEMNewmont$1,312,202$1,486,686 ▼-53.1%27,1790.8%Basic MaterialsNFLXNetflix$1,301,812$1,301,812 ▲New Holding1,3960.8%Consumer DiscretionaryCMCSAComcast$1,282,238$1,282,238 ▲New Holding34,7490.8%Consumer DiscretionaryFIRST TR EXCHNG TRADED FD VI$1,233,128$83,639 ▲7.3%54,7570.8%FT VEST U.SINNOVATOR ETFS TRUST$1,221,046$143,402 ▲13.3%41,0160.8%U S EQ 10 BUFFERCTASimplify Managed Futures Strategy ETF$1,208,894$1,208,894 ▲New Holding40,8410.8%ETFJAAAJanus Henderson AAA CLO ETF$1,203,044$1,203,044 ▲New Holding23,7240.8%ETFUSBU.S. Bancorp$1,202,383$144,646 ▲13.7%28,4790.8%FinanceEAElectronic Arts$1,201,828$1,201,828 ▲New Holding8,3160.8%Consumer DiscretionaryCRMSalesforce$1,198,496$1,198,496 ▲New Holding4,4660.8%Computer and TechnologyPHParker-Hannifin$1,195,033$40,118 ▼-3.2%1,9660.8%IndustrialsFIRST TR EXCHNG TRADED FD VI$1,185,386$46,228 ▼-3.8%59,7720.8%FT VEST US EQTORCLOracle$1,177,060$64,033 ▼-5.2%8,4190.8%Computer and TechnologyFIRST TR EXCHNG TRADED FD VI$1,165,997$105,305 ▲9.9%34,0040.8%FT VEST U.S EQTSPGSimon Property Group$1,165,051$20,428 ▼-1.7%7,0150.8%FinanceDEDeere & Company$1,161,641$50,220 ▼-4.1%2,4750.7%IndustrialsUPSUnited Parcel Service$1,132,567$1,132,567 ▲New Holding10,2970.7%TransportationOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$1,120,820$99,003 ▲9.7%31,9140.7%ETFAMGNAmgen$1,113,637$1,126,720 ▼-50.3%3,5750.7%MedicalCCitigroup$1,090,264$823,413 ▲308.6%15,3580.7%FinanceBKRBaker Hughes$1,079,632$18,899 ▼-1.7%24,5650.7%EnergyAONAON$1,046,414$1,046,414 ▲New Holding2,6220.7%FinanceXOMExxon Mobil$1,001,106$179,457 ▼-15.2%8,4180.6%EnergyOECOrion$987,593$4,577 ▼-0.5%76,3800.6%Basic MaterialsGMGeneral Motors$986,407$12,134 ▼-1.2%20,9740.6%Auto/Tires/TrucksSFLRInnovator Equity Managed Floor ETF$953,911$89,273 ▲10.3%30,3890.6%ETFBWXTBWX Technologies$939,444$251,558 ▲36.6%9,5230.6%Computer and TechnologyLENLennar$926,045$926,045 ▲New Holding8,0680.6%ConstructionSCHWCharles Schwab$923,154$1,306,803 ▼-58.6%11,7930.6%FinanceMTCHMatch Group$907,670$227,448 ▲33.4%29,0920.6%Retail/WholesaleCOHRCoherent$898,380$10,455 ▼-1.2%13,8340.6%Business ServicesCMICummins$894,871$894,871 ▲New Holding2,8550.6%Auto/Tires/TrucksAAAUGoldman Sachs Physical Gold ETF$890,054$135,162 ▼-13.2%28,8230.6%FinanceYJUNFT Vest International Equity Moderate Buffer ETF - June$885,813$67,065 ▲8.2%39,0570.6%ETFPANWPalo Alto Networks$883,403$1,206,595 ▼-57.7%5,1770.6%Computer and TechnologyGNRCGenerac$873,632$8,232 ▼-0.9%6,8980.6%IndustrialsINNOVATOR ETFS TRUST$868,022$71,122 ▲8.9%30,1820.6%INNOVATOR INTERKMBKimberly-Clark$835,827$129,989 ▲18.4%5,8770.5%Consumer StaplesCPCanadian Pacific Kansas City$831,848$15,306 ▼-1.8%11,8480.5%TransportationJPSTJPMorgan Ultra-Short Income ETF$827,193$3,114,859 ▼-79.0%16,3380.5%ETFNOCTInnovator Growth-100 Power Buffer ETF - October$807,707$51,504 ▲6.8%16,2470.5%ETFBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$807,652$1,684,042 ▼-67.6%23,6640.5%ETFJCIJohnson Controls International$805,826$805,826 ▲New Holding10,0590.5%ConstructionINNOVATOR ETFS TRUST$796,137$58,286 ▲7.9%33,7790.5%GROWTH 100 PWR BVXUSVanguard Total International Stock ETF$742,095$190,337 ▲34.5%11,9500.5%ETFBUFRFT Vest Laddered Buffer ETF$739,786$2,812,594 ▼-79.2%24,9170.5%ETFBGLDFT Vest Gold Strategy Quarterly Buffer ETF$737,073$59,879 ▲8.8%35,0820.5%ETFARISTA NETWORKS INC$736,292$95,998 ▲15.0%9,5030.5%COM SHSBLVVanguard Long-Term Bond ETF$733,495$30,492 ▼-4.0%10,4160.5%ETFNTRNutrien$725,430$993 ▼-0.1%14,6050.5%Basic MaterialsEOCTInnovator Emerging Markets Power Buffer ETF - October$717,415$43,636 ▲6.5%26,9300.5%ETFLOWLowe's Companies$702,290$1,191,631 ▼-62.9%3,0110.5%Retail/WholesaleAIM ETF PRODUCTS TRUST$679,715$54,373 ▲8.7%27,4020.4%ALLIANZIM US EQUTEXTerex$655,219$4,609 ▼-0.7%17,3430.4%IndustrialsBABoeing$652,013$18,249 ▼-2.7%3,8230.4%AerospaceTE CONNECTIVITY PLC$639,756$1,272 ▼-0.2%4,5270.4%ORD SHSHPEHewlett Packard Enterprise$461,943$107,686 ▼-18.9%29,9380.3%Computer and TechnologyWFCWells Fargo & Company$408,126$408,126 ▲New Holding5,6850.3%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$351,977$3,825 ▼-1.1%4,6010.2%ETFShowing 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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