Secured Retirement Advisors, LLC Top Holdings and 13F Report (2024) → Trump conviction scandal exposed (From Porter & Company) (Ad) About Secured Retirement Advisors, LLCInvestment ActivitySecured Retirement Advisors, LLC has $117.99 million in total holdings as of March 31, 2024.Secured Retirement Advisors, LLC owns shares of 108 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 13.88% of the portfolio was purchased this quarter.About 7.85% of the portfolio was sold this quarter.This quarter, Secured Retirement Advisors, LLC has purchased 102 new stocks and bought additional shares in 56 stocks.Secured Retirement Advisors, LLC sold shares of 22 stocks and completely divested from 13 stocks this quarter.Largest Holdings Strive 500 ETF $4,439,316UnitedHealth Group $3,808,696JPMorgan Ultra-Short Income ETF $3,776,595FT Vest Laddered Buffer ETF $3,314,685Microsoft $2,849,316 Largest New Holdings this Quarter Targa Resources $1,243,201 HoldingApollo Global Management $1,117,078 HoldingPaycom Software $937,338 HoldingInnovator U.S. Small Cap Power Buffer ETF - January $759,218 HoldingFT Vest U.S. Equity Enhance & Moderate Buffer ETF - December $594,132 Holding Largest Purchases this Quarter Amazon.com 7,661 shares (about $1.38M)Targa Resources 11,101 shares (about $1.24M)Apollo Global Management 9,934 shares (about $1.12M)Paycom Software 4,710 shares (about $937.34K)QUALCOMM 7,864 shares (about $817.82K) Largest Sales this Quarter Target 6,059 shares (about $1.07M)Phillips 66 6,270 shares (about $1.02M)Microsoft 1,136 shares (about $477.97K)Palo Alto Networks 802 shares (about $227.87K)SPDR Gold Shares 744 shares (about $153.06K) 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$4,439,316$17,739 ▲0.4%131,8873.8%ETFUNHUnitedHealth Group$3,808,696$443,251 ▲13.2%7,6993.2%MedicalJPSTJPMorgan Ultra-Short Income ETF$3,776,595$73,859 ▲2.0%74,8583.2%ETFBUFRFT Vest Laddered Buffer ETF$3,314,685$22,983 ▲0.7%118,5512.8%ETFMSFTMicrosoft$2,849,316$477,971 ▼-14.4%6,7722.4%Computer and TechnologyIHDGWisdomTree International Hedged Quality Dividend Growth Fund$2,714,135$13,093 ▲0.5%59,0802.3%FinanceCATCaterpillar$2,692,528$95,638 ▼-3.4%7,3482.3%Industrial ProductsSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$2,653,597$36,596 ▲1.4%76,2092.2%ETFAMDAdvanced Micro Devices$2,517,294$56,132 ▲2.3%13,9472.1%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,204,423$14,753 ▲0.7%40,6421.9%ETFBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$2,200,581$72,439 ▲3.4%69,7491.9%ETFVTIVanguard Total Stock Market ETF$2,179,522$35,087 ▼-1.6%8,3861.8%ETFAMATApplied Materials$2,165,209$62,281 ▼-2.8%10,4991.8%Computer and TechnologyCOSTCostco Wholesale$1,974,462$30,038 ▲1.5%2,6951.7%Retail/WholesaleSTXEStrive Emerging Markets Ex-China ETF$1,943,638$22,509 ▲1.2%67,6991.6%ETFAMZNAmazon.com$1,887,136$1,381,892 ▲273.5%10,4621.6%Retail/WholesaleJPMJPMorgan Chase & Co.$1,861,620$46,270 ▲2.5%9,2941.6%FinanceFCXFreeport-McMoRan$1,856,444$175,150 ▲10.4%39,4821.6%Basic MaterialsQCOMQUALCOMM$1,838,126$817,823 ▲80.2%17,6751.6%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$1,817,971$61,771 ▲3.5%31,2851.5%ETFCVXChevron$1,796,815$345,924 ▲23.8%11,3911.5%Oils/EnergySNPSSynopsys$1,766,507$56,007 ▼-3.1%3,0911.5%Computer and TechnologyTJXTJX Companies$1,737,527$34,686 ▲2.0%17,1321.5%Retail/WholesaleGGGGraco$1,730,2250.0%18,5131.5%Industrial ProductsLOWLowe's Companies$1,718,664$180,349 ▲11.7%6,7471.5%Retail/WholesaleSCHWCharles Schwab$1,711,058$157,339 ▲10.1%23,6531.5%FinanceGOOGLAlphabet$1,708,075$145,346 ▲9.3%11,3171.4%Computer and TechnologyABTAbbott Laboratories$1,704,446$53,648 ▼-3.1%14,9961.4%MedicalITWIllinois Tool Works$1,607,296$125,042 ▲8.4%5,9901.4%Industrial ProductsTMOThermo Fisher Scientific$1,582,053$234,228 ▲17.4%2,7221.3%MedicalPANWPalo Alto Networks$1,572,376$227,872 ▼-12.7%5,5341.3%Computer and TechnologyBSVVanguard Short-Term Bond ETF$1,533,707$174,118 ▲12.8%20,0041.3%ETFICOWPacer Developed Markets International Cash Cows 100 ETF$1,483,727$23,419 ▲1.6%46,4391.3%ETFAAPLApple$1,433,557$2,572 ▲0.2%8,3601.2%Computer and TechnologyTTTrane Technologies$1,380,920$120,080 ▼-8.0%4,6001.2%Business ServicesSTLDSteel Dynamics$1,380,562$31,572 ▼-2.2%9,3141.2%Basic MaterialsQDEFFlexShares Quality Dividend Defensive Index Fund$1,294,010$26,647 ▼-2.0%20,1531.1%ETFTRGPTarga Resources$1,243,201$1,243,201 ▲New Holding11,1011.1%Oils/EnergyWMWaste Management$1,209,006$95,919 ▲8.6%5,6721.0%Business ServicesNVDANVIDIA$1,165,593$8,132 ▲0.7%1,2901.0%Computer and TechnologyOXYOccidental Petroleum$1,118,348$219,926 ▲24.5%17,2080.9%Oils/EnergyAPOApollo Global Management$1,117,078$1,117,078 ▲New Holding9,9340.9%FinanceENSGThe Ensign Group$1,099,749$394,785 ▲56.0%8,8390.9%MedicalSTOTSPDR DoubleLine Short Duration Total Return Tactical ETF$1,075,771$19,360 ▼-1.8%22,8930.9%ETFHONHoneywell International$1,062,122$27,297 ▼-2.5%5,1750.9%Multi-Sector ConglomeratesMNSTMonster Beverage$1,057,793$74,930 ▲7.6%17,8440.9%Consumer StaplesPYPLPayPal$1,019,252$108,122 ▼-9.6%15,2150.9%Computer and TechnologyPLDPrologis$1,016,889$81,908 ▲8.8%7,8090.9%FinanceTTWOTake-Two Interactive Software$940,536$61,475 ▲7.0%6,3340.8%Consumer DiscretionaryPAYCPaycom Software$937,338$937,338 ▲New Holding4,7100.8%Computer and TechnologyAPTVAptiv$902,595$219,516 ▲32.1%11,3320.8%Business ServicesJEPIJPMorgan Equity Premium Income ETF$869,521$56,240 ▲6.9%15,0280.7%ETFAWKAmerican Water Works$869,034$213,745 ▲32.6%7,1110.7%UtilitiesISTBiShares Core 1-5 Year USD Bond ETF$868,199$97,916 ▼-10.1%18,3010.7%ManufacturingETSYEtsy$856,526$215,231 ▲33.6%12,4640.7%Computer and TechnologySIXJAllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF$796,808$101,501 ▲14.6%28,6770.7%ETFTGTTarget$795,851$1,073,717 ▼-57.4%4,4910.7%Retail/WholesaleGLDSPDR Gold Shares$783,999$153,056 ▼-16.3%3,8110.7%FinanceRVTYRevvity$760,935$2,100 ▼-0.3%7,2470.6%MedicalKJANInnovator U.S. Small Cap Power Buffer ETF - January$759,218$759,218 ▲New Holding21,4650.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$597,523$104,975 ▲21.3%12,4770.5%ManufacturingXDECFT Vest U.S. Equity Enhance & Moderate Buffer ETF - December$594,132$594,132 ▲New Holding16,8500.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$591,509$61,249 ▼-9.4%5,9490.5%ETFXJUNFT Vest U.S. Equity Enhance & Moderate Buffer ETF - June$588,485$97,369 ▲19.8%16,2520.5%ETFAAAUGoldman Sachs Physical Gold ETF$579,457$172,159 ▲42.3%26,3510.5%ETFBLVVanguard Long-Term Bond ETF$572,420$111,316 ▲24.1%7,9140.5%ETFEJULInnovator MSCI Emerging Markets Power Buffer ETF - July$567,751$134,030 ▲30.9%23,8530.5%ETFYJUNFT Vest International Equity Buffer ETF - June$564,748$39,999 ▲7.6%25,4850.5%ETFROLRollins$562,6430.0%12,1600.5%ConstructionAPRHInnovator Premium Income 20 Barrier ETF - April$525,040$56,394 ▲12.0%21,4040.4%ETFILTBiShares Core 10+ Year USD Bond ETF$503,536$54,943 ▼-9.8%9,8520.4%ETFBGLDFT Vest Gold Strategy Quarterly Buffer ETF$470,635$79,983 ▲20.5%23,8780.4%ETFIJANInnovator MSCI EAFE Power Buffer ETF - January$459,983$459,983 ▲New Holding14,7030.4%ETFNJANInnovator Growth-100 Power Buffer ETF - January$434,012$434,012 ▲New Holding9,9590.4%ETFAIM ETF PRODUCTS TRUST$432,289$432,289 ▲New Holding15,9340.4%ALLIANZIM US LRGJULHPremium Income 20 Barrier ETF$425,217$44,983 ▼-9.6%17,0530.4%ETFJANWAllianzIM U.S. Large Cap Buffer20 Jan ETF$421,513$421,513 ▲New Holding13,4090.4%ETFMMM3M$398,899$37,440 ▲10.4%3,7610.3%Multi-Sector ConglomeratesFIRST TR EXCHNG TRADED FD VI$387,021$387,021 ▲New Holding12,2630.3%FT VEST US EQTVXUSVanguard Total International Stock ETF$385,015$26,713 ▲7.5%6,3850.3%ETFXOMExxon Mobil$370,146$6,975 ▲1.9%3,1840.3%Oils/EnergyIXUSiShares Core MSCI Total International Stock ETF$366,851$32,912 ▼-8.2%5,4060.3%ManufacturingEPSWisdomTree U.S. LargeCap Fund$365,9720.0%6,6060.3%FinanceIVViShares Core S&P 500 ETF$363,8050.0%6920.3%ETFIRIngersoll Rand$344,1940.0%3,6250.3%Industrial ProductsYDECFT Vest International Equity Moderate Buffer ETF - December$336,689$336,689 ▲New Holding14,3150.3%ETFFIRST TR EXCHNG TRADED FD VI$334,039$59,118 ▲21.5%15,2390.3%FT VEST U.SAOAiShares Core Aggressive Allocation ETF$332,259$41,799 ▲14.4%4,5230.3%ETFECLEcolab$306,653$231 ▲0.1%1,3280.3%Basic MaterialsQDECFT Vest Nasdaq-100 Buffer ETF - December$296,253$53,715 ▲22.1%11,9240.3%ETFTSLATesla$283,901$19,161 ▲7.2%1,6150.2%Auto/Tires/TrucksXELXcel Energy$279,211$18,435 ▲7.1%5,1950.2%UtilitiesACWIiShares MSCI ACWI ETF$275,7940.0%2,5040.2%ManufacturingCLColgate-Palmolive$271,5010.0%3,0150.2%Consumer StaplesPEPPepsiCo$271,465$8,401 ▲3.2%1,5510.2%Consumer StaplesPSXPhillips 66$269,007$1,024,089 ▼-79.2%1,6470.2%Oils/EnergyGISGeneral Mills$251,9820.0%3,6010.2%Consumer StaplesFNOVFT Vest U.S. Equity Buffer ETF - November$239,3060.0%5,3490.2%ETFCDNSCadence Design Systems$239,0620.0%7680.2%Computer and TechnologyABBVAbbVie$232,542$232,542 ▲New Holding1,2770.2%MedicalShowing 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.