The Analysis of SECURED RETIREMENT ADVISORS, LLC's Holdings
Currently, SECURED RETIREMENT ADVISORS, LLC holds 122 types of securities in its portfolio with a total value $179.1M. In the most recent quarter, they have increased their positions in XOM (+17.9K shares, valued at $2.0M), UHS (+7.6K shares, valued at $1.6M), CL (+13.4K shares, valued at $1.1M); decreased their positions in UNH (-5.3K shares, valued at $1.8M), HELO (-18.7K shares, valued at $1.2M), STRV (-19.3K shares, valued at $832.1K); initiated new positions in XOM (+17.9K shares, valued at $2.0M), UHS (+7.6K shares, valued at $1.6M), SPYG (+10.1K shares, valued at $1.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
STRV EA SERIES TRUST216.4K shares-8.17%2025-09-302025-10-15
NVDA NVIDIA CORPORATION39.2K shares0.50%2025-09-302025-10-15 MSFT MICROSOFT CORP14.1K shares-0.12%2025-09-302025-10-15 AAPL APPLE INC24.7K shares1.59%2025-09-302025-10-15 BOND PIMCO ETF TR57.5K shares-4.20%2025-09-302025-10-15 GLW CORNING INC53.7K shares-15.20%2025-09-302025-10-15 AMZN AMAZON COM INC16.7K shares-1.08%2025-09-302025-10-15 GOOGL ALPHABET INC14.4K shares-5.36%2025-09-302025-10-15 ED CONSOLIDATED EDISON INC32.1K shares38.16%2025-09-302025-10-15 SPYV SPDR SERIES TRUST53.0K shares-2.40%2025-09-302025-10-15 CL COLGATE PALMOLIVE CO34.7K shares62.82%2025-09-302025-10-15 AVGO BROADCOM INC8.4K shares10.83%2025-09-302025-10-15 META META PLATFORMS INC3.5K shares-22.03%2025-09-302025-10-15 IEFA ISHARES TR29.1K shares-0.54%2025-09-302025-10-15 JPM JPMORGAN CHASE & CO.7.9K shares5.19%2025-09-302025-10-15 BRK.B BERKSHIRE HATHAWAY INC DEL5.0K shares9.86%2025-09-302025-10-15 ITW ILLINOIS TOOL WKS INC9.6K shares10.25%2025-09-302025-10-15 BUFR FIRST TR EXCHNG TRADED FD VI70.0K shares0.89%2025-09-302025-10-15 ORCL ORACLE CORP8.1K shares-3.33%2025-09-302025-10-15 IBM INTERNATIONAL BUSINESS MACHS8.0K shares-0.26%2025-09-302025-10-15 VTI VANGUARD INDEX FDS6.6K shares-6.97%2025-09-302025-10-15 BK BANK NEW YORK MELLON CORP19.2K shares13.22%2025-09-302025-10-15 MRK MERCK & CO INC24.3K shares94.27%2025-09-302025-10-15 MA MASTERCARD INCORPORATED3.5K shares-23.84%2025-09-302025-10-15 XOM EXXON MOBIL CORP17.9K sharesnew addition2025-09-302025-10-15 BSV VANGUARD BD INDEX FDS23.7K shares-9.35%2025-09-302025-10-15 CAT CATERPILLAR INC3.8K shares-5.22%2025-09-302025-10-15 QCOM QUALCOMM INC10.7K shares-1.02%2025-09-302025-10-15 WMT WALMART INC17.0K shares8.07%2025-09-302025-10-15 V VISA INC4.9K shares4.14%2025-09-302025-10-15 SDVY FIRST TR EXCHANGE-TRADED FD43.2K shares-4.71%2025-09-302025-10-15 C CITIGROUP INC15.7K shares2.28%2025-09-302025-10-15 YUM YUM BRANDS INC10.4K shares4.95%2025-09-302025-10-15 NEM NEWMONT CORP18.5K shares-17.76%2025-09-302025-10-15 CSCO CISCO SYS INC22.8K shares-16.11%2025-09-302025-10-15 UHS UNIVERSAL HLTH SVCS INC7.6K sharesnew addition2025-09-302025-10-15 TSLA TESLA INC3.4K shares-24.63%2025-09-302025-10-15 JEPQ J P MORGAN EXCHANGE TRADED F26.1K shares-20.67%2025-09-302025-10-15 CVX CHEVRON CORP NEW9.6K shares-22.76%2025-09-302025-10-15 BPOP POPULAR INC11.7K shares-19.32%2025-09-302025-10-15 SONY SONY GROUP CORP51.4K shares-15.77%2025-09-302025-10-15 BWXT BWX TECHNOLOGIES INC7.7K shares-18.67%2025-09-302025-10-15 COHR COHERENT CORP13.2K shares-4.43%2025-09-302025-10-15 LEN LENNAR CORP11.0K shares6.86%2025-09-302025-10-15 TT TRANE TECHNOLOGIES PLC3.3K shares10.43%2025-09-302025-10-15 ABT ABBOTT LABS10.3K shares-1.71%2025-09-302025-10-15 XOCT FIRST TR EXCHNG TRADED FD VI37.0K shares-8.84%2025-09-302025-10-15 SAUG FIRST TR EXCHNG TRADED FD VI52.7K shares-7.15%2025-09-302025-10-15 ZALT INNOVATOR ETFS TRUST41.2K shares-6.84%2025-09-302025-10-15 LLY ELI LILLY & CO1.7K shares19.86%2025-09-302025-10-15 STXE EA SERIES TRUST39.3K shares-22.29%2025-09-302025-10-15 RTX RTX CORPORATION7.6K shares9.14%2025-09-302025-10-15 SPG SIMON PPTY GROUP INC NEW6.8K shares-3.50%2025-09-302025-10-15 JAAA JANUS DETROIT STR TR24.7K shares-3.94%2025-09-302025-10-15 CTA SIMPLIFY EXCHANGE TRADED FUN44.6K shares-2.12%2025-09-302025-10-15 BA BOEING CO5.8K shares-2.45%2025-09-302025-10-15 GNOV FIRST TR EXCHNG TRADED FD VI32.0K shares-9.30%2025-09-302025-10-15 TEX TEREX CORP NEW23.8K shares37.53%2025-09-302025-10-15 USB US BANCORP DEL24.9K shares2.20%2025-09-302025-10-15 GM GENERAL MTRS CO19.5K shares-4.37%2025-09-302025-10-15 OCTW AIM ETF PRODUCTS TRUST30.9K shares-7.59%2025-09-302025-10-15 BKR BAKER HUGHES COMPANY23.8K shares-2.50%2025-09-302025-10-15 PH PARKER-HANNIFIN CORP1.5K shares-23.65%2025-09-302025-10-15 SFLR INNOVATOR ETFS TRUST30.7K shares-6.83%2025-09-302025-10-15 GNRC GENERAC HLDGS INC6.6K shares-3.69%2025-09-302025-10-15 JCI JOHNSON CTLS INTL PLC10.0K shares1.80%2025-09-302025-10-15 DE DEERE & CO2.3K shares-3.28%2025-09-302025-10-15 SPYG SPDR SERIES TRUST10.1K sharesnew addition2025-09-302025-10-15 ZBH ZIMMER BIOMET HOLDINGS INC10.3K shares127.29%2025-09-302025-10-15 EA ELECTRONIC ARTS INC5.0K shares-32.68%2025-09-302025-10-15 MTCH MATCH GROUP INC NEW27.7K shares-3.37%2025-09-302025-10-15 BUFD FIRST TR EXCHNG TRADED FD VI35.1K sharesnew addition2025-09-302025-10-15 RSSE FIRST TR EXCHNG TRADED FD VI45.5K shares-15.62%2025-09-302025-10-15 TEL TE CONNECTIVITY PLC4.3K shares-3.47%2025-09-302025-10-15 CMCSA COMCAST CORP NEW29.8K shares-17.42%2025-09-302025-10-15 YJUN FIRST TR EXCHNG TRADED FD VI37.2K shares-7.76%2025-09-302025-10-15 ISEP INNOVATOR ETFS TRUST28.6K shares-7.62%2025-09-302025-10-15 CP CANADIAN PACIFIC KANSAS CITY11.4K shares-3.32%2025-09-302025-10-15 NDEC INNOVATOR ETFS TRUST31.3K shares-9.30%2025-09-302025-10-15 NTR NUTRIEN LTD14.0K shares-3.04%2025-09-302025-10-15 NOCT INNOVATOR ETFS TRUST14.4K shares-12.96%2025-09-302025-10-15 PANW PALO ALTO NETWORKS INC4.0K shares-13.66%2025-09-302025-10-15 AAAU GOLDMAN SACHS PHYSICAL GOLD20.9K shares-11.91%2025-09-302025-10-15 TXT TEXTRON INC9.4K sharesnew addition2025-09-302025-10-15 EOCT INNOVATOR ETFS TRUST25.0K shares-8.68%2025-09-302025-10-15 VXUS VANGUARD STAR FDS10.6K shares-8.90%2025-09-302025-10-15 BGLD FIRST TR EXCHANGE-TRADED FD32.4K shares-8.70%2025-09-302025-10-15 NVBU AIM ETF PRODUCTS TRUST25.7K shares-8.15%2025-09-302025-10-15 HELO J P MORGAN EXCHANGE TRADED F11.0K shares-62.92%2025-09-302025-10-15 HPE HEWLETT PACKARD ENTERPRISE C27.8K shares-1.49%2025-09-302025-10-15 BLV VANGUARD BD INDEX FDS9.4K shares-5.65%2025-09-302025-10-15 SCHW SCHWAB CHARLES CORP6.8K shares-38.46%2025-09-302025-10-15 UNH UNITEDHEALTH GROUP INC1.8K shares-74.78%2025-09-302025-10-15 CTAS CINTAS CORP3.0K sharesnew addition2025-09-302025-10-15 PLTR PALANTIR TECHNOLOGIES INC3.1K shares-17.70%2025-09-302025-10-15 BCD ABRDN ETFS16.6K shares-11.33%2025-09-302025-10-15 AMD ADVANCED MICRO DEVICES INC3.1K sharesnew addition2025-09-302025-10-15 PEP PEPSICO INC3.5K shares25.05%2025-09-302025-10-15 MO ALTRIA GROUP INC6.8K shares45.30%2025-09-302025-10-15 OEC ORION S.A.58.2K shares-24.51%2025-09-302025-10-15 VZ VERIZON COMMUNICATIONS INC9.3K shares38.81%2025-09-302025-10-15 HD HOME DEPOT INC1.0K shares46.57%2025-09-302025-10-15 LMT LOCKHEED MARTIN CORP805 shares41.23%2025-09-302025-10-15 AOA ISHARES TR4.3K shares-2.53%2025-09-302025-10-15 ABBV ABBVIE INC1.6K shares43.00%2025-09-302025-10-15 TXN TEXAS INSTRS INC2.0K shares40.82%2025-09-302025-10-15 AMGN AMGEN INC1.2K shares-67.37%2025-09-302025-10-15 BMY BRISTOL-MYERS SQUIBB CO7.2K shares53.13%2025-09-302025-10-15 UPS UNITED PARCEL SERVICE INC3.8K shares-69.67%2025-09-302025-10-15 JPST J P MORGAN EXCHANGE TRADED F5.7K shares-30.00%2025-09-302025-10-15 GLD SPDR GOLD TR780 shares-8.24%2025-09-302025-10-15 VLO VALERO ENERGY CORP1.6K sharesnew addition2025-09-302025-10-15 COP CONOCOPHILLIPS2.8K shares19.44%2025-09-302025-10-15 EOG EOG RES INC2.3K shares28.60%2025-09-302025-10-15 EPS WISDOMTREE TR3.8K shares0.00%2025-09-302025-10-15 F FORD MTR CO20.8K shares37.29%2025-09-302025-10-15 FAST FASTENAL CO5.0K sharesnew addition2025-09-302025-10-15 KO COCA COLA CO3.6K shares11.39%2025-09-302025-10-15 SIXJ AIM ETF PRODUCTS TRUST7.2K shares-6.15%2025-09-302025-10-15 VUG VANGUARD INDEX FDS497 shares0.00%2025-09-302025-10-15 RF REGIONS FINANCIAL CORP NEW8.1K sharesnew addition2025-09-302025-10-15 AMCR AMCOR PLC14.4K shares19.09%2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available