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

About Secured Retirement Advisors, LLC

Investment Activity

Secured Retirement Advisors, LLC has $179.08 million in total holdings as of September 30, 2025.
Secured Retirement Advisors, LLC owns shares of 122 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
Approximately 8.58% of the portfolio was purchased this quarter.
About 10.59% of the portfolio was sold this quarter.
This quarter, Secured Retirement Advisors, LLC has purchased 115 new stocks and bought additional shares in 36 stocks.
Secured Retirement Advisors, LLC sold shares of 74 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Strive 500 ETF: $9,350,461
NVIDIA: $7,319,551
Microsoft: $7,309,017
Apple: $6,301,118
PIMCO ETF TR: $5,364,280

Largest New Holdings this Quarter

30231G102 - Exxon Mobil: $2,012,551 Holding
913903100 - Universal Health Services: $1,556,606 Holding
78464A409 - SPDR Portfolio S&P 500 Growth ETF: $1,058,373 Holding
33740U703 - FT Vest Laddered Deep Buffer ETF: $969,943 Holding
883203101 - Textron: $795,473 Holding

Largest Purchases this Quarter

Exxon Mobil: 17,850 shares (about $2.01M)
Universal Health Services: 7,614 shares (about $1.56M)
Colgate-Palmolive: 13,391 shares (about $1.07M)
SPDR Portfolio S&P 500 Growth ETF: 10,127 shares (about $1.06M)
Merck & Co., Inc.: 11,787 shares (about $989.28K)

Largest Sales this Quarter

UnitedHealth Group: 5,314 shares (about $1.84M)
J P MORGAN EXCHANGE TRADED F: 18,723 shares (about $1.22M)
Strive 500 ETF: 19,261 shares (about $832.07K)
Corning: 9,620 shares (about $789.13K)
Meta Platforms: 996 shares (about $731.47K)

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	$9,350,461	$832,075 ▼	-8.2%	216,446	5.2%	ETF
NVDA NVIDIA	$7,319,551	$36,197 ▲	0.5%	39,230	4.1%	Computer and Technology
MSFT Microsoft	$7,309,017	$8,805 ▼	-0.1%	14,111	4.1%	Computer and Technology
AAPL Apple	$6,301,118	$98,542 ▲	1.6%	24,746	3.5%	Computer and Technology
PIMCO ETF TR	$5,364,280	$235,429 ▼	-4.2%	57,464	3.0%	ACTIVE BD ETF
GLW Corning	$4,401,423	$789,132 ▼	-15.2%	53,656	2.5%	Computer and Technology
AMZN Amazon.com	$3,663,086	$39,962 ▼	-1.1%	16,683	2.0%	Retail/Wholesale
GOOGL Alphabet	$3,499,122	$198,123 ▼	-5.4%	14,394	2.0%	Computer and Technology
ED Consolidated Edison	$3,224,952	$890,800 ▲	38.2%	32,083	1.8%	Utilities
SPYV SPDR Portfolio S&P 500 Value ETF	$2,931,673	$72,151 ▼	-2.4%	52,985	1.6%	ETF
CL Colgate-Palmolive	$2,774,670	$1,070,489 ▲	62.8%	34,709	1.5%	Consumer Staples
AVGO Broadcom	$2,755,934	$269,193 ▲	10.8%	8,354	1.5%	Computer and Technology
META Meta Platforms	$2,589,521	$731,470 ▼	-22.0%	3,526	1.4%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$2,540,808	$13,708 ▼	-0.5%	29,101	1.4%	ETF
JPM JPMorgan Chase & Co.	$2,506,532	$123,655 ▲	5.2%	7,946	1.4%	Finance
BRK.B Berkshire Hathaway	$2,504,651	$224,725 ▲	9.9%	4,982	1.4%	Finance
ITW Illinois Tool Works	$2,492,383	$231,819 ▲	10.3%	9,558	1.4%	Industrials
BUFR FT Vest Laddered Buffer ETF	$2,340,603	$20,720 ▲	0.9%	70,036	1.3%	ETF
ORCL Oracle	$2,266,513	$78,185 ▼	-3.3%	8,059	1.3%	Computer and Technology
IBM International Business Machines	$2,260,952	$5,925 ▼	-0.3%	8,013	1.3%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$2,173,871	$162,778 ▼	-7.0%	6,624	1.2%	ETF
BK Bank of New York Mellon	$2,095,621	$244,723 ▲	13.2%	19,233	1.2%	Finance
MRK Merck & Co., Inc.	$2,038,744	$989,283 ▲	94.3%	24,291	1.1%	Medical
MA Mastercard	$2,017,712	$631,424 ▼	-23.8%	3,547	1.1%	Business Services
XOM Exxon Mobil	$2,012,551	$2,012,551 ▲	New Holding	17,850	1.1%	Energy
BSV Vanguard Short-Term Bond ETF	$1,869,713	$192,779 ▼	-9.3%	23,694	1.0%	ETF
CAT Caterpillar	$1,812,183	$99,723 ▼	-5.2%	3,798	1.0%	Industrials
QCOM QUALCOMM	$1,785,921	$18,466 ▼	-1.0%	10,735	1.0%	Computer and Technology
WMT Walmart	$1,751,030	$130,683 ▲	8.1%	16,990	1.0%	Retail/Wholesale
V Visa	$1,672,631	$66,564 ▲	4.1%	4,900	0.9%	Business Services
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$1,642,574	$81,249 ▼	-4.7%	43,203	0.9%	ETF
C Citigroup	$1,590,647	$35,424 ▲	2.3%	15,671	0.9%	Financial Services
YUM Yum! Brands	$1,584,596	$74,784 ▲	5.0%	10,425	0.9%	Retail/Wholesale
NEM Newmont	$1,561,506	$337,240 ▼	-17.8%	18,521	0.9%	Basic Materials
CSCO Cisco Systems	$1,558,422	$299,204 ▼	-16.1%	22,777	0.9%	Computer and Technology
UHS Universal Health Services	$1,556,606	$1,556,606 ▲	New Holding	7,614	0.9%	Medical
TSLA Tesla	$1,510,269	$493,639 ▼	-24.6%	3,396	0.8%	Auto/Tires/Trucks
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,503,468	$391,829 ▼	-20.7%	26,138	0.8%	ETF
CVX Chevron	$1,489,469	$438,828 ▼	-22.8%	9,592	0.8%	Energy
BPOP Popular	$1,482,461	$354,993 ▼	-19.3%	11,672	0.8%	Finance
SONY Sony	$1,480,526	$277,104 ▼	-15.8%	51,425	0.8%	Consumer Discretionary
BWXT BWX Technologies	$1,424,258	$326,888 ▼	-18.7%	7,725	0.8%	Aerospace
COHR Coherent	$1,418,026	$65,709 ▼	-4.4%	13,164	0.8%	Business Services
LEN Lennar	$1,389,315	$89,235 ▲	6.9%	11,023	0.8%	Construction
TT Trane Technologies	$1,384,873	$130,808 ▲	10.4%	3,282	0.8%	Construction
ABT Abbott Laboratories	$1,384,806	$24,109 ▼	-1.7%	10,339	0.8%	Medical
FIRST TR EXCHNG TRADED FD VI	$1,362,788	$132,143 ▼	-8.8%	36,972	0.8%	FT VEST U.S
FIRST TR EXCHNG TRADED FD VI	$1,319,683	$101,637 ▼	-7.2%	52,703	0.7%	FT VEST U.S
INNOVATOR ETFS TRUST	$1,312,053	$96,373 ▼	-6.8%	41,156	0.7%	U S EQ 10 BUFFER
LLY Eli Lilly and Company	$1,294,050	$214,403 ▲	19.9%	1,696	0.7%	Medical
STXE Strive Emerging Markets Ex-China ETF	$1,292,170	$370,568 ▼	-22.3%	39,295	0.7%	ETF
RTX RTX	$1,271,377	$106,422 ▲	9.1%	7,598	0.7%	Aerospace
SPG Simon Property Group	$1,268,649	$45,979 ▼	-3.5%	6,760	0.7%	Finance
JAAA Janus Henderson AAA CLO ETF	$1,253,149	$51,339 ▼	-3.9%	24,678	0.7%	ETF
CTA Simplify Managed Futures Strategy ETF	$1,246,673	$26,963 ▼	-2.1%	44,572	0.7%	ETF
BA Boeing	$1,243,612	$31,295 ▼	-2.5%	5,762	0.7%	Aerospace
FIRST TR EXCHNG TRADED FD VI	$1,219,201	$124,953 ▼	-9.3%	32,043	0.7%	FT VEST U.S EQT
TEX Terex	$1,218,426	$332,475 ▲	37.5%	23,751	0.7%	Industrials
USB U.S. Bancorp	$1,202,064	$25,905 ▲	2.2%	24,872	0.7%	Finance
GM General Motors	$1,189,708	$54,324 ▼	-4.4%	19,513	0.7%	Auto/Tires/Trucks
OCTW AllianzIM U.S. Large Cap Buffer20 Oct ETF	$1,182,841	$97,206 ▼	-7.6%	30,859	0.7%	ETF
BKR Baker Hughes	$1,157,831	$29,719 ▼	-2.5%	23,765	0.6%	Energy
PH Parker-Hannifin	$1,128,127	$349,507 ▼	-23.7%	1,488	0.6%	Industrials
SFLR Innovator Equity Managed Floor ETF	$1,107,670	$81,248 ▼	-6.8%	30,743	0.6%	ETF
GNRC Generac	$1,104,003	$42,352 ▼	-3.7%	6,595	0.6%	Industrials
JCI Johnson Controls International	$1,103,458	$19,461 ▲	1.8%	10,036	0.6%	Construction
DE Deere & Company	$1,063,587	$36,124 ▼	-3.3%	2,326	0.6%	Industrials
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,058,373	$1,058,373 ▲	New Holding	10,127	0.6%	ETF
ZBH Zimmer Biomet	$1,013,073	$567,360 ▲	127.3%	10,285	0.6%	Medical
EA Electronic Arts	$1,004,138	$487,546 ▼	-32.7%	4,978	0.6%	Consumer Discretionary
MTCH Match Group	$978,788	$34,084 ▼	-3.4%	27,712	0.5%	Computer and Technology
BUFD FT Vest Laddered Deep Buffer ETF	$969,943	$969,943 ▲	New Holding	35,092	0.5%	ETF
FIRST TR EXCHNG TRADED FD VI	$961,440	$178,007 ▼	-15.6%	45,456	0.5%	FT VEST US EQT
TE CONNECTIVITY PLC	$946,613	$34,027 ▼	-3.5%	4,312	0.5%	ORD SHS
CMCSA Comcast	$935,547	$197,346 ▼	-17.4%	29,776	0.5%	Consumer Discretionary
YJUN FT Vest International Equity Moderate Buffer ETF - June	$932,930	$78,469 ▼	-7.8%	37,213	0.5%	ETF
INNOVATOR ETFS TRUST	$912,213	$75,240 ▼	-7.6%	28,625	0.5%	INNOVATOR INTER
CP Canadian Pacific Kansas City	$849,409	$29,200 ▼	-3.3%	11,403	0.5%	Transportation
INNOVATOR ETFS TRUST	$845,562	$86,679 ▼	-9.3%	31,265	0.5%	GROWTH 100 PWR B
NTR Nutrien	$823,701	$25,832 ▼	-3.0%	14,030	0.5%	Basic Materials
NOCT Innovator Growth-100 Power Buffer ETF - October	$820,507	$122,198 ▼	-13.0%	14,443	0.5%	ETF
PANW Palo Alto Networks	$819,774	$129,706 ▼	-13.7%	4,026	0.5%	Computer and Technology
AAAU Goldman Sachs Physical Gold ETF	$795,717	$107,575 ▼	-11.9%	20,874	0.4%	Finance
TXT Textron	$795,473	$795,473 ▲	New Holding	9,415	0.4%	Aerospace
EOCT Innovator Emerging Markets Power Buffer ETF - October	$777,592	$73,932 ▼	-8.7%	25,011	0.4%	ETF
VXUS Vanguard Total International Stock ETF	$775,519	$75,811 ▼	-8.9%	10,557	0.4%	ETF
BGLD FT Vest Gold Strategy Quarterly Buffer ETF	$771,762	$73,502 ▼	-8.7%	32,392	0.4%	ETF
AIM ETF PRODUCTS TRUST	$726,612	$64,437 ▼	-8.1%	25,665	0.4%	ALLIANZIM US EQU
J P MORGAN EXCHANGE TRADED F	$717,368	$1,217,043 ▼	-62.9%	11,036	0.4%	HEDGED EQUITY LA
HPE Hewlett Packard Enterprise	$682,964	$10,315 ▼	-1.5%	27,808	0.4%	Computer and Technology
BLV Vanguard Long-Term Bond ETF	$668,771	$40,031 ▼	-5.6%	9,439	0.4%	ETF
SCHW Charles Schwab	$645,167	$403,158 ▼	-38.5%	6,758	0.4%	Finance
UNH UnitedHealth Group	$618,944	$1,835,418 ▼	-74.8%	1,792	0.3%	Medical
CTAS Cintas	$614,343	$614,343 ▲	New Holding	2,993	0.3%	Business Services
PALANTIR TECHNOLOGIES INC	$573,528	$123,316 ▼	-17.7%	3,144	0.3%	CL A
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	$571,682	$73,049 ▼	-11.3%	16,638	0.3%	ETF
AMD Advanced Micro Devices	$501,711	$501,711 ▲	New Holding	3,101	0.3%	Computer and Technology
PEP PepsiCo	$486,466	$97,462 ▲	25.1%	3,464	0.3%	Consumer Staples
MO Altria Group	$446,636	$139,256 ▲	45.3%	6,761	0.2%	Consumer Staples
OEC Orion	$441,399	$143,323 ▼	-24.5%	58,232	0.2%	Basic Materials

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