SECURED RETIREMENT ADVISORS, LLC Q1 2025 Filing

Filed May 1, 2025

Portfolio Value

$155.1M

Holdings

116

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (116 positions)

StockValue
STRVEA SERIES TRUST
$8.6M
NVDANVIDIA CORPORATION
$5.6M
MSFTMICROSOFT CORP
$5.5M
AAPLAPPLE INC
$5.2M
BONDPIMCO ETF TR
$5.0M
AMZNAMAZON COM INC
$3.2M
HELOJ P MORGAN EXCHANGE TRADED F
$3.0M
GLWCORNING INC
$2.9M
SPYVSPDR SER TR
$2.7M
IHDGWISDOMTREE TR
$2.6M
METAMETA PLATFORMS INC
$2.5M
MAMASTERCARD INCORPORATED
$2.3M
GOOGLALPHABET INC
$2.2M
BSVVANGUARD BD INDEX FDS
$2.1M
ITWILLINOIS TOOL WKS INC
$2.1M
VTIVANGUARD INDEX FDS
$2.0M
JPMJPMORGAN CHASE & CO.
$1.9M
CLCOLGATE PALMOLIVE CO
$1.9M
CVXCHEVRON CORP NEW
$1.8M
JEPQJ P MORGAN EXCHANGE TRADED F
$1.7M
CSCOCISCO SYS INC
$1.7M
QCOMQUALCOMM INC
$1.7M
EDCONSOLIDATED EDISON INC
$1.6M
SDVYFIRST TR EXCHANGE-TRADED FD
$1.6M
SONYSONY GROUP CORP
$1.6M
UNHUNITEDHEALTH GROUP INC
$1.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.5M
AVGOBROADCOM INC
$1.5M
VVISA INC
$1.5M
STXEEA SERIES TRUST
$1.5M
YUMYUM BRANDS INC
$1.4M
SPGIS&P GLOBAL INC
$1.4M
CATCATERPILLAR INC
$1.4M
ABTABBOTT LABS
$1.4M
TTTRANE TECHNOLOGIES PLC
$1.4M
BKBANK NEW YORK MELLON CORP
$1.4M
BPOPPOPULAR INC
$1.4M
IBMINTERNATIONAL BUSINESS MACHS
$1.4M
TSLATESLA INC
$1.4M
WMTWALMART INC
$1.3M
XOCTFIRST TR EXCHNG TRADED FD VI
$1.3M
NEMNEWMONT CORP
$1.3M
NFLXNETFLIX INC
$1.3M
CMCSACOMCAST CORP NEW
$1.3M
SAUGFIRST TR EXCHNG TRADED FD VI
$1.2M
ZALTINNOVATOR ETFS TRUST
$1.2M
CTASIMPLIFY EXCHANGE TRADED FUN
$1.2M
JAAAJANUS DETROIT STR TR
$1.2M
USBUS BANCORP DEL
$1.2M
EAELECTRONIC ARTS INC
$1.2M
CRMSALESFORCE INC
$1.2M
PHPARKER-HANNIFIN CORP
$1.2M
RSSEFIRST TR EXCHNG TRADED FD VI
$1.2M
ORCLORACLE CORP
$1.2M
GNOVFIRST TR EXCHNG TRADED FD VI
$1.2M
SPGSIMON PPTY GROUP INC NEW
$1.2M
DEDEERE & CO
$1.2M
UPSUNITED PARCEL SERVICE INC
$1.1M
OCTWAIM ETF PRODUCTS TRUST
$1.1M
AMGNAMGEN INC
$1.1M
TRVCCITIGROUP INC
$1.1M
BKRBAKER HUGHES COMPANY
$1.1M
AONAON PLC
$1.0M
XOMEXXON MOBIL CORP
$1.0M
OECORION S.A.
$988K
GMGENERAL MTRS CO
$986K
SFLRINNOVATOR ETFS TRUST
$954K
BWXTBWX TECHNOLOGIES INC
$939K
LENLENNAR CORP
$926K
SCHWSCHWAB CHARLES CORP
$923K
MTCHMATCH GROUP INC NEW
$908K
COHRCOHERENT CORP
$898K
CMICUMMINS INC
$895K
AAAUGOLDMAN SACHS PHYSICAL GOLD
$890K
YJUNFIRST TR EXCHNG TRADED FD VI
$886K
PANWPALO ALTO NETWORKS INC
$883K
GNRCGENERAC HLDGS INC
$874K
ISEPINNOVATOR ETFS TRUST
$868K
KMBKIMBERLY-CLARK CORP
$836K
CPCANADIAN PACIFIC KANSAS CITY
$832K
JPSTJ P MORGAN EXCHANGE TRADED F
$827K
NOCTINNOVATOR ETFS TRUST
$808K
BCDABRDN ETFS
$808K
JCIJOHNSON CTLS INTL PLC
$806K
NDECINNOVATOR ETFS TRUST
$796K
VXUSVANGUARD STAR FDS
$742K
BUFRFIRST TR EXCHNG TRADED FD VI
$740K
BGLDFIRST TR EXCHANGE-TRADED FD
$737K
ANETARISTA NETWORKS INC
$736K
BLVVANGUARD BD INDEX FDS
$733K
NTRNUTRIEN LTD
$725K
EOCTINNOVATOR ETFS TRUST
$717K
LOWLOWES COS INC
$702K
NVBUAIM ETF PRODUCTS TRUST
$680K
TEXTEREX CORP NEW
$655K
BABOEING CO
$652K
TELTE CONNECTIVITY PLC
$640K
HPEHEWLETT PACKARD ENTERPRISE C
$462K
WFCWELLS FARGO CO NEW
$408K
AOAISHARES TR
$352K
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