SECURED RETIREMENT ADVISORS, LLC Q4 2025 Filing

Filed January 30, 2026

Portfolio Value

$179.1M

Holdings

125

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (125 positions)

StockValue
STRVEA SERIES TRUST
$8.6M
NVDANVIDIA CORPORATION
$7.4M
MSFTMICROSOFT CORP
$7.0M
AAPLAPPLE INC
$6.9M
BONDPIMCO ETF TR
$5.5M
GOOGLALPHABET INC
$4.4M
GLWCORNING INC
$4.1M
AMZNAMAZON COM INC
$3.8M
EDCONSOLIDATED EDISON INC
$3.3M
AVGOBROADCOM INC
$3.0M
CLCOLGATE PALMOLIVE CO
$2.9M
SPYVSPDR SERIES TRUST
$2.7M
JPMJPMORGAN CHASE & CO.
$2.7M
MRKMERCK & CO INC
$2.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.5M
METAMETA PLATFORMS INC
$2.5M
ITWILLINOIS TOOL WKS INC
$2.5M
AQLTISHARES TR
$2.4M
BKBANK NEW YORK MELLON CORP
$2.3M
XOMEXXON MOBIL CORP
$2.3M
BUFRFIRST TR EXCHNG TRADED FD VI
$2.2M
VTIVANGUARD INDEX FDS
$2.1M
MAMASTERCARD INCORPORATED
$2.1M
IBMINTERNATIONAL BUSINESS MACHS
$2.1M
LLYELI LILLY & CO
$2.0M
WMTWALMART INC
$2.0M
TRVCCITIGROUP INC
$1.9M
BSVVANGUARD BD INDEX FDS
$1.9M
VVISA INC
$1.8M
QCOMQUALCOMM INC
$1.8M
UHSUNIVERSAL HLTH SVCS INC
$1.7M
COHRCOHERENT CORP
$1.7M
YUMYUM BRANDS INC
$1.7M
CSCOCISCO SYS INC
$1.7M
TSLATESLA INC
$1.6M
CVXCHEVRON CORP NEW
$1.5M
SDVYFIRST TR EXCHANGE-TRADED FD
$1.5M
ORCLORACLE CORP
$1.5M
LMTLOCKHEED MARTIN CORP
$1.5M
BABOEING CO
$1.5M
CATCATERPILLAR INC
$1.5M
RTXRTX CORPORATION
$1.4M
JEPQJ P MORGAN EXCHANGE TRADED F
$1.4M
ABTABBOTT LABS
$1.4M
TTTRANE TECHNOLOGIES PLC
$1.4M
BPOPPOPULAR INC
$1.3M
STXEEA SERIES TRUST
$1.3M
JAAAJANUS DETROIT STR TR
$1.3M
CTASIMPLIFY EXCHANGE TRADED FUN
$1.3M
USBUS BANCORP DEL
$1.2M
ZALTINNOVATOR ETFS TRUST
$1.2M
XOCTFIRST TR EXCHNG TRADED FD VI
$1.2M
NEMNEWMONT CORP
$1.2M
JCIJOHNSON CTLS INTL PLC
$1.2M
LENLENNAR CORP
$1.2M
SONYSONY GROUP CORP
$1.2M
TEXTEREX CORP NEW
$1.2M
SAUGFIRST TR EXCHNG TRADED FD VI
$1.2M
PHPARKER-HANNIFIN CORP
$1.2M
SPGSIMON PPTY GROUP INC NEW
$1.2M
GNOVFIRST TR EXCHNG TRADED FD VI
$1.1M
OCTWAIM ETF PRODUCTS TRUST
$1.1M
DEDEERE & CO
$1.0M
SFLRINNOVATOR ETFS TRUST
$1.0M
BKRBAKER HUGHES COMPANY
$1.0M
EAELECTRONIC ARTS INC
$999K
SPYGSPDR SERIES TRUST
$980K
BWXTBWX TECHNOLOGIES INC
$955K
CMCSACOMCAST CORP NEW
$942K
TELTE CONNECTIVITY PLC
$913K
BUFDFIRST TR EXCHNG TRADED FD VI
$884K
ZBHZIMMER BIOMET HOLDINGS INC
$859K
AAAUGOLDMAN SACHS PHYSICAL GOLD
$854K
MTCHMATCH GROUP INC NEW
$851K
ZTSZOETIS INC
$844K
GNRCGENERAC HLDGS INC
$841K
YJUNFIRST TR EXCHNG TRADED FD VI
$838K
ISEPINNOVATOR ETFS TRUST
$818K
NTRNUTRIEN LTD
$809K
CPCANADIAN PACIFIC KANSAS CITY
$807K
VXUSVANGUARD STAR FDS
$784K
TXTTEXTRON INC
$771K
PANWPALO ALTO NETWORKS INC
$754K
RSSEFIRST TR EXCHNG TRADED FD VI
$742K
HELOJ P MORGAN EXCHANGE TRADED F
$719K
NOCTINNOVATOR ETFS TRUST
$711K
NDECINNOVATOR ETFS TRUST
$690K
SCHWSCHWAB CHARLES CORP
$684K
EOCTINNOVATOR ETFS TRUST
$673K
BLVVANGUARD BD INDEX FDS
$656K
AMDADVANCED MICRO DEVICES INC
$646K
HPEHEWLETT PACKARD ENTERPRISE C
$640K
NVBUAIM ETF PRODUCTS TRUST
$623K
CITCINTAS CORP
$616K
UNHUNITEDHEALTH GROUP INC
$606K
PLTRPALANTIR TECHNOLOGIES INC
$587K
PEPPEPSICO INC
$531K
BGLDFIRST TR EXCHANGE-TRADED FD
$489K
BCDABRDN ETFS
$486K
MOALTRIA GROUP INC
$426K
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