Secured Retirement Advisors, LLC Top Holdings and 13F Report (2026) About Secured Retirement Advisors, LLCInvestment ActivitySecured Retirement Advisors, LLC has $197.93 million in total holdings as of September 30, 2026.Secured Retirement Advisors, LLC owns shares of 136 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 5.96% of the portfolio was purchased this quarter.About 3.12% of the portfolio was sold this quarter.This quarter, Secured Retirement Advisors, LLC has purchased 134 new stocks and bought additional shares in 70 stocks.Secured Retirement Advisors, LLC sold shares of 58 stocks and completely divested from 5 stocks this quarter.Largest Holdings Strive 500 ETF $8,584,211Apple $8,420,263NVIDIA $8,348,798Microsoft $6,361,906Pimco Total Return ETF $5,264,814 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $2,393,481 Holding33740U844 - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June $1,282,420 Holding253393102 - DICK'S Sporting Goods $985,017 Holding06849F108 - BARRICK MNG CORP $977,503 Holding45783Y269 - INNOVATOR ETFS TRUST $731,833 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 14,706 shares (about $2.39M)FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June 28,297 shares (about $1.28M)DICK'S Sporting Goods 7,335 shares (about $985.02K)BARRICK MNG CORP 24,035 shares (about $977.50K)Amphenol 10,073 shares (about $849.16K) Largest Sales this Quarter Strive 500 ETF 4,899 shares (about $241.55K)Clorox 2,908 shares (about $235.58K)Autodesk 1,115 shares (about $233.04K)Cisco Systems 1,573 shares (about $169.30K)EA SERIES TRUST 3,189 shares (about $157.54K) 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$8,584,211$241,546 ▼-2.7%174,1044.3%ETFAAPLApple$8,420,263$202,473 ▲2.5%25,2854.3%TechnologyNVDANVIDIA$8,348,798$62,347 ▲0.8%36,5574.2%TechnologyMSFTMicrosoft$6,361,906$70,779 ▼-1.1%12,4043.2%TechnologyBONDPimco Total Return ETF$5,264,814$272,540 ▲5.5%60,5222.7%ETFMETAMeta Platforms$4,119,371$68,898 ▲1.7%5,6802.1%Communication ServicesCSCOCisco Systems$3,428,589$169,304 ▼-4.7%31,8551.7%TechnologyGOOGLAlphabet$3,246,927$56,770 ▲1.8%9,4371.6%Communication ServicesAMZNAmazon.com$3,089,211$45,594 ▲1.5%12,3991.6%Consumer DiscretionaryADPAutomatic Data Processing$2,772,224$69,673 ▲2.6%10,7431.4%IndustrialsSPYVSPDR Portfolio S&P 500 Value ETF$2,732,972$78,612 ▼-2.8%44,7081.4%ETFABBVAbbVie$2,546,989$82,397 ▼-3.1%9,7371.3%HealthcareTSLATesla$2,446,770$46,480 ▲1.9%6,8961.2%Consumer DiscretionaryCATCaterpillar$2,426,716$44,594 ▼-1.8%2,9931.2%IndustrialsBUFRFT Vest Laddered Buffer ETF$2,422,473$12,478 ▲0.5%64,6511.2%ETFBRK.BBerkshire Hathaway$2,408,086$31,869 ▲1.3%4,8361.2%FinanceEXXONMOBIL HOLDINGS CORP$2,393,481$2,393,481 ▲New Holding14,7061.2%COM SHSNEMNewmont$2,271,045$13,264 ▼-0.6%19,6901.1%MaterialsMCOMoody's$2,244,392$23,161 ▲1.0%4,9421.1%FinanceVTIVanguard Total Stock Market ETF$2,148,239$2,994 ▲0.1%5,7401.1%ETFIEFAiShares Core MSCI EAFE ETF$2,107,170$62,585 ▼-2.9%21,7501.1%ETFKOCoca-Cola$2,056,200$22,639 ▲1.1%23,8871.0%Consumer StaplesLLYEli Lilly and Company$1,988,154$15,044 ▼-0.8%1,7181.0%HealthcareAVGOBroadcom$1,979,663$40,387 ▲2.1%5,6371.0%TechnologyTHE CAMPBELLS COMPANY$1,965,153$22,824 ▲1.2%99,1001.0%COMPYLDPIMCO Multi Sector Bond Active ETF$1,941,294$321,437 ▲19.8%76,4591.0%ETFSYKStryker$1,928,869$38,005 ▲2.0%7,0041.0%HealthcareDUKDuke Energy$1,915,644$48,113 ▲2.6%16,8021.0%UtilitiesSPYGSPDR Portfolio S&P 500 Growth ETF$1,883,862$188,559 ▲11.1%15,3061.0%ETFIEXIDEX$1,822,572$28,043 ▲1.6%7,9940.9%IndustrialsAEPAmerican Electric Power$1,804,500$51,727 ▲3.0%15,2100.9%UtilitiesJPMJPMorgan Chase & Co.$1,779,849$5,624 ▲0.3%5,3800.9%FinanceVVisa$1,762,672$11,859 ▲0.7%4,9050.9%FinanceJNJJohnson & Johnson$1,737,893$14,030 ▲0.8%6,5650.9%HealthcareMUMicron Technology$1,708,436$29,823 ▼-1.7%1,6040.9%TechnologyAPHAmphenol$1,680,614$849,159 ▲102.1%19,9360.8%TechnologyCBChubb$1,657,513$20,491 ▲1.3%5,0960.8%FinanceHPEHewlett Packard Enterprise$1,655,070$11,181 ▼-0.7%25,9050.8%TechnologyBPOPPopular$1,639,220$20,830 ▼-1.3%10,5450.8%FinanceLOWLowe's Companies$1,638,597$45,337 ▲2.8%8,8910.8%Consumer DiscretionaryGSThe Goldman Sachs Group$1,628,867$17,108 ▲1.1%1,8090.8%FinanceLMTLockheed Martin$1,581,852$35,141 ▼-2.2%3,1060.8%IndustrialsBANK OF NY MELLON CORP$1,550,831$3,326 ▲0.2%10,7230.8%COMQCOMQualcomm$1,547,408$78,401 ▲5.3%8,4080.8%TechnologyMSMorgan Stanley$1,546,445$8,652 ▲0.6%8,2220.8%FinanceJCIJohnson Controls International$1,538,973$23,338 ▲1.5%10,3530.8%IndustrialsDEDeere & Company$1,507,6300.0%2,2450.8%IndustrialsCCitigroup$1,444,454$13,207 ▲0.9%11,1560.7%FinanceWALMART INC$1,444,290$43,439 ▲3.1%13,8980.7%COMSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,422,379$45,815 ▼-3.1%35,0510.7%ETFGLWCorning$1,395,247$8,457 ▼-0.6%9,0740.7%TechnologySPGIS&P Global$1,375,570$34,715 ▲2.6%3,4870.7%FinanceORCLOracle$1,300,368$1,098 ▲0.1%9,4710.7%TechnologyXJUNFT Vest U.S. Equity Enhance & Moderate Buffer ETF - June$1,282,420$1,282,420 ▲New Holding28,2970.6%ETFBABoeing$1,274,629$8,000 ▼-0.6%6,8510.6%IndustrialsPHParker-Hannifin$1,254,466$3,822 ▼-0.3%1,3130.6%IndustrialsGNRCGenerac$1,245,839$4,760 ▼-0.4%6,0200.6%IndustrialsINNOVATOR ETFS TRUST$1,232,422$46,284 ▼-3.6%35,6810.6%U S EQ 10 BUFFERUSBU.S. Bancorp$1,217,639$104,026 ▼-7.9%21,0810.6%FinancePFEPfizer$1,201,690$76,605 ▼-6.0%42,1350.6%HealthcareBKRBaker Hughes$1,197,918$4,392 ▼-0.4%21,8200.6%EnergySPGSimon Property Group$1,192,715$28,709 ▼-2.4%5,9410.6%Real EstateCOHRCoherent$1,190,958$8,059 ▼-0.7%4,1380.6%TechnologyIBMInternational Business Machines$1,175,997$5,278 ▼-0.4%5,3470.6%TechnologyTEXTerex$1,166,352$3,945 ▼-0.3%22,1740.6%IndustrialsJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,162,551$34,858 ▼-2.9%18,9770.6%ETFBKNGBooking$1,144,816$9,775 ▲0.9%7,0270.6%Consumer DiscretionaryFIRST TR EXCHNG TRADED FD VI$1,111,390$83,265 ▼-7.0%25,9610.6%FT VEST U.S EQTFIRST TR EXCHNG TRADED FD VI$1,100,536$55,114 ▼-4.8%40,5560.6%FT VEST U.SLAM RESEARCH CORP$1,094,271$7,556 ▲0.7%3,3310.6%COM NEWAIM ETF PRODUCTS TRUST$1,094,066$95,657 ▼-8.0%26,0430.6%ALLIA US OCT ETFAVIGAvantis Core Fixed Income ETF$1,088,858$86,422 ▲8.6%27,6430.6%ETFGEGE Aerospace$1,079,907$4,060 ▲0.4%3,4580.5%IndustrialsCTASimplify Managed Futures Strategy ETF$1,072,043$54,854 ▼-4.9%37,1720.5%ETFEA SERIES TRUST$1,031,006$157,541 ▼-13.3%20,8700.5%STRIVE EMERGINGSFLRInnovator Equity Managed Floor ETF$1,025,398$31,588 ▼-3.0%26,3260.5%ETFDKSDICK'S Sporting Goods$985,017$985,017 ▲New Holding7,3350.5%Consumer DiscretionaryMAMastercard$981,990$11,027 ▲1.1%1,7810.5%FinanceRTXRTX$981,480$371 ▼0.0%5,2870.5%IndustrialsBARRICK MNG CORP$977,503$977,503 ▲New Holding24,0350.5%COM SHSJAAAJanus Henderson AAA CLO ETF$948,735$16,302 ▲1.7%18,7980.5%ETFCPCanadian Pacific Kansas City$947,674$2,979 ▲0.3%11,1360.5%IndustrialsTJXTJX Companies$905,309$24,214 ▲2.7%6,8420.5%Consumer DiscretionaryBSVVanguard Short-Term Bond ETF$898,567$41,104 ▼-4.4%11,7610.5%ETFZBHZimmer Biomet$890,254$2,754 ▲0.3%10,0220.4%HealthcareCMICummins$881,315$26,346 ▲3.1%1,7060.4%IndustrialsBUFDFT Vest Laddered Deep Buffer ETF$866,031$2,278 ▼-0.3%28,5160.4%ETFTE CONNECTIVITY PLC$843,265$422 ▲0.1%3,9950.4%ORD SHSINNOVATOR ETFS TRUST$835,755$31,740 ▼-3.7%23,9350.4%INNOVATOR INTERJ P MORGAN EXCHANGE TRADED F$834,267$6,710 ▲0.8%12,0610.4%HEDG EQU LAD ETFCLXClorox$811,558$235,577 ▼-22.5%10,0180.4%Consumer StaplesLINDE PLC$793,659$24,683 ▲3.2%1,6720.4%SHSADSKAutodesk$781,242$233,035 ▼-23.0%3,7380.4%TechnologyMRKMerck & Co., Inc.$778,347$78,910 ▲11.3%5,3560.4%HealthcareVXUSVanguard Total International Stock ETF$760,416$3,059 ▼-0.4%8,9500.4%ETFUBERUber Technologies$756,693$12,674 ▲1.7%11,0450.4%IndustrialsBWXTBWX Technologies$748,979$4,110 ▼-0.5%5,4670.4%IndustrialsINNOVATOR ETFS TRUST$742,247$37,472 ▼-4.8%23,9280.4%GROWTH 100 PWR BZTSZoetis$738,801$373,590 ▲102.3%10,5800.4%HealthcareINNOVATOR ETFS TRUST$731,833$731,833 ▲New Holding21,9090.4%INNOVATOR GW 100Showing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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 Email Me a Login Link 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.
