Sponsored

The Analysis of SECURED RETIREMENT ADVISORS, LLC's Holdings & P&L

Currently, SECURED RETIREMENT ADVISORS, LLC holds 130 types of securities in its portfolio with a total value $176.7M. In the most recent quarter, they have increased their positions in N/A (+5.4K shares, valued at $1.5M), GS (+1.6K shares, valued at $1.4M), CLX (+12.9K shares, valued at $1.3M); decreased their positions in N/A (-3.3K shares, valued at $1.6M), META (-2.2K shares, valued at $1.2M), MSFT (-3.1K shares, valued at $1.2M); initiated new positions in N/A (+5.4K shares, valued at $1.5M), GS (+1.6K shares, valued at $1.4M), CLX (+12.9K shares, valued at $1.3M).

1M P&L

+7.4M+4.49%

3M P&L

+9.5M+5.83%

HY P&L

+20.8M+13.75%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A49.6M

31.1%

2Semiconductors9.8M

6.1%

3Aerospace & Defense6.6M

4.1%

Top Industries by Stock Count

1N/A39 stocks

32.5%

2Drug Manufacturers - General6 stocks

5.0%

3Semiconductors5 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STRV EA SERIES TRUST186.0K shares-5.06%2026-03-312026-04-24

NVDA NVIDIA CORPORATION39.4K shares-0.75%2026-03-312026-04-24

AAPL APPLE INC24.7K shares-2.07%2026-03-312026-04-24

BOND PIMCO ETF TR58.7K shares-1.13%2026-03-312026-04-24

GLW CORNING INC39.1K shares-16.57%2026-03-312026-04-24

MSFT MICROSOFT CORP11.4K shares-21.62%2026-03-312026-04-24

ALPHABET INC ALPHABET INC14.5K shares3.17%2026-03-312026-04-24

ED CONSOLIDATED EDISON INC33.2K shares-1.41%2026-03-312026-04-24

Sponsored

AMZN AMAZON COM INC15.9K shares-3.83%2026-03-312026-04-24

XOM EXXON MOBIL CORP18.8K shares-0.60%2026-03-312026-04-24

CL COLGATE PALMOLIVE CO36.4K shares-0.63%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC23.9K shares-1.01%2026-03-312026-04-24

ITW ILLINOIS TOOL WKS INC10.3K shares1.44%2026-03-312026-04-24

SPYV SPDR SERIES TRUST46.0K shares-4.81%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS10.7K shares54.08%2026-03-312026-04-24

TSLA TESLA INC6.8K shares97.05%2026-03-312026-04-24

Sponsored

CSCO CISCO SYS INC32.4K shares50.53%2026-03-312026-04-24

BK BANK NEW YORK MELLON CORP20.3K shares1.37%2026-03-312026-04-24

WMT WALMART INC19.1K shares7.94%2026-03-312026-04-24

IEFA ISHARES TR25.8K shares-2.68%2026-03-312026-04-24

BUFR FIRST TR EXCHNG TRADED FD VI64.5K shares-1.57%2026-03-312026-04-24

BROADCOM INC BROADCOM INC7.0K shares-18.77%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO7.3K shares-13.12%2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC18.8K shares15.79%2026-03-312026-04-24

Sponsored

LMT LOCKHEED MARTIN CORP3.2K shares2.59%2026-03-312026-04-24

CVX CHEVRON CORPORATION9.4K shares-6.52%2026-03-312026-04-24

VTI VANGUARD INDEX FDS6.0K shares-5.28%2026-03-312026-04-24

YUM YUM BRANDS INC11.6K shares4.07%2026-03-312026-04-24

LLY ELI LILLY & CO1.9K shares3.41%2026-03-312026-04-24

ORCL ORACLE CORP10.7K shares37.43%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE5.4K sharesnew addition2026-03-312026-04-24

COHERENT CORP COHERENT CORP6.3K shares-31.44%2026-03-312026-04-24

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD37.5K shares-5.21%2026-03-312026-04-24

BPOP POPULAR INC10.6K shares-1.01%2026-03-312026-04-24

RTX RTX CORPORATION7.3K shares-8.15%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC1.6K sharesnew addition2026-03-312026-04-24

BA BOEING CO6.8K shares-1.03%2026-03-312026-04-24

CLX CLOROX CO DEL12.9K sharesnew addition2026-03-312026-04-24

BKR BAKER HUGHES COMPANY21.9K shares-1.46%2026-03-312026-04-24

STXE EA SERIES TRUST33.9K shares-5.42%2026-03-312026-04-24

Sponsored

TEX TEREX CORP NEW22.1K shares-2.01%2026-03-312026-04-24

JCI JOHNSON CONTROLS INTERNATION10.0K shares-2.48%2026-03-312026-04-24

JEPQ J P MORGAN EXCHANGE TRADED F23.2K shares-4.11%2026-03-312026-04-24

DE DEERE & CO2.2K shares-0.98%2026-03-312026-04-24

CAT CATERPILLAR INC1.8K shares-31.04%2026-03-312026-04-24

PFE PFIZER INC44.1K sharesnew addition2026-03-312026-04-24

ZALT INNOVATOR ETFS TRUST37.6K shares-0.47%2026-03-312026-04-24

PYLD PIMCO ETF TR46.5K sharesnew addition2026-03-312026-04-24

Sponsored

XOCT FIRST TR EXCHNG TRADED FD VI32.4K shares-0.11%2026-03-312026-04-24

SAUG FIRST TR EXCHNG TRADED FD VI46.2K shares-1.14%2026-03-312026-04-24

GNRC GENERAC HLDGS INC6.1K shares-1.60%2026-03-312026-04-24

USB US BANCORP22.8K shares-1.39%2026-03-312026-04-24

PH PARKER-HANNIFIN CORP1.3K shares-2.37%2026-03-312026-04-24

CTA SIMPLIFY EXCHANGE TRADED FUN38.7K shares-16.98%2026-03-312026-04-24

SPG SIMON PPTY GROUP INC NEW6.1K shares-2.41%2026-03-312026-04-24

BSV VANGUARD BD INDEX FDS14.3K shares-40.48%2026-03-312026-04-24

Sponsored

BWXT BWX TECHNOLOGIES INC5.5K shares-0.89%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC4.0K shares118.92%2026-03-312026-04-24

NEM NEWMONT CORP10.0K shares-18.01%2026-03-312026-04-24

GNOV FIRST TR EXCHNG TRADED FD VI27.2K shares-0.23%2026-03-312026-04-24

OCTW AIM ETF PRODUCTS TRUST27.4K shares1.37%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC3.1K sharesnew addition2026-03-312026-04-24

CRM SALESFORCE INC5.4K sharesnew addition2026-03-312026-04-24

JAAA JANUS DETROIT STR TR19.2K shares-23.96%2026-03-312026-04-24

Sponsored

NFLX NETFLIX INC.10.0K sharesnew addition2026-03-312026-04-24

VRSK VERISK ANALYTICS INC5.0K sharesnew addition2026-03-312026-04-24

SFLR INNOVATOR ETFS TRUST26.6K shares-3.25%2026-03-312026-04-24

LEN LENNAR CORP10.7K shares-9.95%2026-03-312026-04-24

META META PLATFORMS INC1.6K shares-57.37%2026-03-312026-04-24

MAS MASCO CORP15.2K sharesnew addition2026-03-312026-04-24

SPYG SPDR SERIES TRUST9.2K shares-0.18%2026-03-312026-04-24

ZBH ZIMMER BIOMET HOLDINGS INC9.8K shares2.04%2026-03-312026-04-24

Sponsored

MA MASTERCARD INCORPORATED1.8K shares-52.50%2026-03-312026-04-24

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY11.1K shares1.00%2026-03-312026-04-24

AVIG AMERICAN CENTY ETF TR20.9K sharesnew addition2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.8K shares-65.18%2026-03-312026-04-24

TE CONNECTIVITY PLC TE CONNECTIVITY PLC4.0K shares-0.77%2026-03-312026-04-24

BUFD FIRST TR EXCHNG TRADED FD VI29.6K shares-5.30%2026-03-312026-04-24

ISEP INNOVATOR ETFS TRUST24.8K shares-1.30%2026-03-312026-04-24

YJUN FIRST TR EXCHNG TRADED FD VI31.2K shares-4.61%2026-03-312026-04-24

Sponsored

ZTS ZOETIS INC6.7K shares0.30%2026-03-312026-04-24

HELO J P MORGAN EXCHANGE TRADED F12.4K shares14.59%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON3.2K sharesnew addition2026-03-312026-04-24

TXT TEXTRON INC8.9K shares1.02%2026-03-312026-04-24

QCOM QUALCOMM INC5.9K shares-43.62%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC5.2K shares58.26%2026-03-312026-04-24

UBER UBER TECHNOLOGIES INC10.6K sharesnew addition2026-03-312026-04-24

VXUS VANGUARD STAR FDS9.2K shares-11.44%2026-03-312026-04-24

Sponsored

NOCT INNOVATOR ETFS TRUST12.3K shares0.39%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC3.4K shares12.85%2026-03-312026-04-24

RSSE FIRST TR EXCHNG TRADED FD VI32.0K shares-7.85%2026-03-312026-04-24

BRO BROWN & BROWN INC10.3K sharesnew addition2026-03-312026-04-24

EOCT INNOVATOR ETFS TRUST20.9K shares-2.01%2026-03-312026-04-24

NDEC INNOVATOR ETFS TRUST24.7K shares-0.82%2026-03-312026-04-24

SCHW SCHWAB CHARLES CORP6.7K shares-1.75%2026-03-312026-04-24

HPE HEWLETT PACKARD ENTERPRISE C26.1K shares-2.28%2026-03-312026-04-24

Sponsored

NVBU AIM ETF PRODUCTS TRUST21.5K shares-0.27%2026-03-312026-04-24

V VISA INC1.9K shares-62.19%2026-03-312026-04-24

AAAU GOLDMAN SACHS PHYSICAL GOLD12.7K shares-36.59%2026-03-312026-04-24

BMY BRISTOL-MYERS SQUIBB CO9.2K shares20.77%2026-03-312026-04-24

NOW SERVICENOW INC5.2K sharesnew addition2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC10.7K shares5.75%2026-03-312026-04-24

BCD ABRDN ETFS14.9K shares-5.44%2026-03-312026-04-24

PEP PEPSICO INC3.3K shares-11.58%2026-03-312026-04-24

Sponsored

BGLD FIRST TR EXCHANGE-TRADED FD29.4K shares2.68%2026-03-312026-04-24

MO ALTRIA GROUP INC7.5K shares1.90%2026-03-312026-04-24

COP CONOCOPHILLIPS3.8K shares19.81%2026-03-312026-04-24

KO COCA COLA CO6.3K shares63.15%2026-03-312026-04-24

TXN TEXAS INSTRS INC2.3K shares7.48%2026-03-312026-04-24

AMGN AMGEN INC1.2K shares3.83%2026-03-312026-04-24

IVV ISHARES TR613 sharesnew addition2026-03-312026-04-24

EOG EOG RES INC2.7K shares8.39%2026-03-312026-04-24

Sponsored

UPS UNITED PARCEL SVCS INC4.0K shares12.73%2026-03-312026-04-24

HD HOME DEPOT INC1.2K shares11.95%2026-03-312026-04-24

ABBV ABBVIE INC1.8K shares5.34%2026-03-312026-04-24

VLO VALERO ENERGY CORP1.4K shares-17.24%2026-03-312026-04-24

OEC ORION S.A.52.5K shares-0.65%2026-03-312026-04-24

AOA ISHARES TR3.8K shares5.79%2026-03-312026-04-24

FAST FASTENAL CO6.5K shares17.59%2026-03-312026-04-24

OKE ONEOK INC NEW3.3K shares14.94%2026-03-312026-04-24

Sponsored

HSY HERSHEY CO1.3K sharesnew addition2026-03-312026-04-24

SLB SLB LIMITED5.3K sharesnew addition2026-03-312026-04-24

TGT TARGET CORP2.2K sharesnew addition2026-03-312026-04-24

CINF CINCINNATI FINL CORP1.6K sharesnew addition2026-03-312026-04-24

JPST J P MORGAN EXCHANGE TRADED F5.0K shares5.11%2026-03-312026-04-24

F FORD MTR CO21.8K shares-0.91%2026-03-312026-04-24

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD11.0K sharesnew addition2026-03-312026-04-24

GLD SPDR GOLD TR495 shares-17.77%2026-03-312026-04-24

Sponsored

EPS WISDOMTREE TR3.1K shares-17.96%2026-03-312026-04-24

FLO FLOWERS FOODS INC16.3K sharesnew addition2026-03-312026-04-24

STRV

EA SERIES TRUST

-5.06%

Shares186.0K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-0.75%

Shares39.4K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-2.07%

Shares24.7K

Event2026-03-31

Filed2026-04-24

BOND

PIMCO ETF TR

-1.13%

Shares58.7K

Event2026-03-31

Filed2026-04-24

GLW

CORNING INC

-16.57%

Shares39.1K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

-21.62%

Shares11.4K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

3.17%

Shares14.5K

Event2026-03-31

Filed2026-04-24

CONSOLIDATED EDISON INC

-1.41%

Shares33.2K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-3.83%

Shares15.9K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-0.60%

Shares18.8K

Event2026-03-31

Filed2026-04-24

COLGATE PALMOLIVE CO

-0.63%

Shares36.4K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

-1.01%

Shares23.9K

Event2026-03-31

Filed2026-04-24

ITW

ILLINOIS TOOL WKS INC

1.44%

Shares10.3K

Event2026-03-31

Filed2026-04-24

SPYV

SPDR SERIES TRUST

-4.81%

Shares46.0K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHS

54.08%

Shares10.7K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

97.05%

Shares6.8K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

50.53%

Shares32.4K

Event2026-03-31

Filed2026-04-24

BANK NEW YORK MELLON CORP

1.37%

Shares20.3K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

7.94%

Shares19.1K

Event2026-03-31

Filed2026-04-24

IEFA

ISHARES TR

-2.68%

Shares25.8K

Event2026-03-31

Filed2026-04-24

BUFR

FIRST TR EXCHNG TRADED FD VI

-1.57%

Shares64.5K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-18.77%

Shares7.0K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-13.12%

Shares7.3K

Event2026-03-31

Filed2026-04-24

CITIGROUP INC

15.79%

Shares18.8K

Event2026-03-31

Filed2026-04-24

LMT

LOCKHEED MARTIN CORP

2.59%

Shares3.2K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

-6.52%

Shares9.4K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

-5.28%

Shares6.0K

Event2026-03-31

Filed2026-04-24

YUM

YUM BRANDS INC

4.07%

Shares11.6K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

3.41%

Shares1.9K

Event2026-03-31

Filed2026-04-24

ORCL

ORACLE CORP

37.43%

Shares10.7K

Event2026-03-31

Filed2026-04-24

GE AEROSPACE

New

Shares5.4K

Event2026-03-31

Filed2026-04-24

COHERENT CORP

-31.44%

Shares6.3K

Event2026-03-31

Filed2026-04-24

SDVY

FIRST TR EXCHANGE TRADED FD

-5.21%

Shares37.5K

Event2026-03-31

Filed2026-04-24

BPOP

POPULAR INC

-1.01%

Shares10.6K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

-8.15%

Shares7.3K

Event2026-03-31

Filed2026-04-24

GOLDMAN SACHS GROUP INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-24

BOEING CO

-1.03%

Shares6.8K

Event2026-03-31

Filed2026-04-24

CLX

CLOROX CO DEL

New

Shares12.9K

Event2026-03-31

Filed2026-04-24

BKR

BAKER HUGHES COMPANY

-1.46%

Shares21.9K

Event2026-03-31

Filed2026-04-24

STXE

EA SERIES TRUST

-5.42%

Shares33.9K

Event2026-03-31

Filed2026-04-24

TEX

TEREX CORP NEW

-2.01%

Shares22.1K

Event2026-03-31

Filed2026-04-24

JCI

JOHNSON CONTROLS INTERNATION

-2.48%

Shares10.0K

Event2026-03-31

Filed2026-04-24

JEPQ

J P MORGAN EXCHANGE TRADED F

-4.11%

Shares23.2K

Event2026-03-31

Filed2026-04-24

DEERE & CO

-0.98%

Shares2.2K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

-31.04%

Shares1.8K

Event2026-03-31

Filed2026-04-24

PFE

PFIZER INC

New

Shares44.1K

Event2026-03-31

Filed2026-04-24

ZALT

INNOVATOR ETFS TRUST

-0.47%

Shares37.6K

Event2026-03-31

Filed2026-04-24

PYLD

PIMCO ETF TR

New

Shares46.5K

Event2026-03-31

Filed2026-04-24

XOCT

FIRST TR EXCHNG TRADED FD VI

-0.11%

Shares32.4K

Event2026-03-31

Filed2026-04-24

SAUG

FIRST TR EXCHNG TRADED FD VI

-1.14%

Shares46.2K

Event2026-03-31

Filed2026-04-24

GNRC

GENERAC HLDGS INC

-1.60%

Shares6.1K

Event2026-03-31

Filed2026-04-24

USB

US BANCORP

-1.39%

Shares22.8K

Event2026-03-31

Filed2026-04-24

PARKER-HANNIFIN CORP

-2.37%

Shares1.3K

Event2026-03-31

Filed2026-04-24

CTA

SIMPLIFY EXCHANGE TRADED FUN

-16.98%

Shares38.7K

Event2026-03-31

Filed2026-04-24

SPG

SIMON PPTY GROUP INC NEW

-2.41%

Shares6.1K

Event2026-03-31

Filed2026-04-24

BSV

VANGUARD BD INDEX FDS

-40.48%

Shares14.3K

Event2026-03-31

Filed2026-04-24

BWXT

BWX TECHNOLOGIES INC

-0.89%

Shares5.5K

Event2026-03-31

Filed2026-04-24

UNH

UNITEDHEALTH GROUP INC

118.92%

Shares4.0K

Event2026-03-31

Filed2026-04-24

NEM

NEWMONT CORP

-18.01%

Shares10.0K

Event2026-03-31

Filed2026-04-24

GNOV

FIRST TR EXCHNG TRADED FD VI

-0.23%

Shares27.2K

Event2026-03-31

Filed2026-04-24

OCTW

AIM ETF PRODUCTS TRUST

1.37%

Shares27.4K

Event2026-03-31

Filed2026-04-24

MICRON TECHNOLOGY INC

New

Shares3.1K

Event2026-03-31

Filed2026-04-24

CRM

SALESFORCE INC

New

Shares5.4K

Event2026-03-31

Filed2026-04-24

JAAA

JANUS DETROIT STR TR

-23.96%

Shares19.2K

Event2026-03-31

Filed2026-04-24

NFLX

NETFLIX INC.

New

Shares10.0K

Event2026-03-31

Filed2026-04-24

VRSK

VERISK ANALYTICS INC

New

Shares5.0K

Event2026-03-31

Filed2026-04-24

SFLR

INNOVATOR ETFS TRUST

-3.25%

Shares26.6K

Event2026-03-31

Filed2026-04-24

LEN

LENNAR CORP

-9.95%

Shares10.7K

Event2026-03-31

Filed2026-04-24