Secured Retirement Advisors, LLC
- SEC CIK
- 0002012356
- Latest filing
- Jul 16, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 16, 2024. Long positions only.
- Positions
- 102
- No filing for Q3 2023
- Portfolio value
- $104.1M
- No filing for Q3 2023
Secured Retirement Advisors, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Ea Series Trust02072L680 | STRIVE 500 ETF | 131,360 | $4.02M | 3.9% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 73,394 | $3.69M | 3.5% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 6,803 | $3.58M | 3.4% | – | – | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 117,729 | $3.13M | 3.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 7,908 | $2.97M | 2.9% | – | – | History |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 58,795 | $2.47M | 2.4% | – | – | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 75,158 | $2.46M | 2.4% | – | – | – |
| CATCaterpillar Inc | Stock | 7,609 | $2.25M | 2.2% | – | – | History |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 67,453 | $2.06M | 2.0% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,521 | $2.02M | 1.9% | – | – | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 40,370 | $2.02M | 1.9% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 13,636 | $2.01M | 1.9% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 6,336 | $1.87M | 1.8% | – | – | History |
| Ea Series Trust02072L698 | STRIVE EMERGING | 66,915 | $1.86M | 1.8% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 2,654 | $1.75M | 1.7% | – | – | History |
| AMATApplied Materials Inc | Stock | 10,801 | $1.75M | 1.7% | – | – | History |
| ABTAbbott Laboratories | Stock | 15,468 | $1.70M | 1.6% | – | – | History |
| SNPSSynopsys Inc | COM | 3,189 | $1.64M | 1.6% | – | – | History |
| AAPLApple Inc. | Stock | 8,345 | $1.61M | 1.5% | – | – | History |
| GGGGraco Inc | COM | 18,513 | $1.61M | 1.5% | – | – | History |
| TJXTJX Companies Inc | Stock | 16,790 | $1.58M | 1.5% | – | – | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 30,222 | $1.57M | 1.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 9,063 | $1.54M | 1.5% | – | – | History |
| FCXFreeport-McMoran Inc | Stock | 35,757 | $1.52M | 1.5% | – | – | History |
| TGTTarget Corp | Stock | 10,550 | $1.50M | 1.4% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 21,478 | $1.48M | 1.4% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 5,524 | $1.45M | 1.4% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 10,354 | $1.45M | 1.4% | – | – | History |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 45,706 | $1.43M | 1.4% | – | – | – |
| QCOMQualcomm Inc | Stock | 9,811 | $1.42M | 1.4% | – | – | History |
| CVXChevron Corp | Stock | 9,198 | $1.37M | 1.3% | – | – | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 17,733 | $1.37M | 1.3% | – | – | – |
| LOWLowes Companies Inc | Stock | 6,039 | $1.34M | 1.3% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,319 | $1.23M | 1.2% | – | – | History |
| TTTrane Technologies plc | SHS | 5,000 | $1.22M | 1.2% | – | – | History |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 20,568 | $1.21M | 1.2% | – | – | – |
| STLDSteel Dynamics Inc | COM | 9,527 | $1.13M | 1.1% | – | – | History |
| HONHoneywell International Inc | COM | 5,308 | $1.11M | 1.1% | – | – | History |
| Ssga Active Tr78470P200 | ST STR TOTAL ETF | 23,305 | $1.09M | 1.0% | – | – | – |
| BXBlackstone Inc. | COM | 8,193 | $1.07M | 1.0% | – | – | History |
| PSXPhillips 66 | Stock | 7,917 | $1.05M | 1.0% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 16,829 | $1.03M | 1.0% | – | – | History |
| iShares Tr46432F859 | CORE 1 5 YR USD | 20,365 | $968.6K | 0.9% | – | – | – |
| PLDPrologis, Inc. | REIT | 7,180 | $957.1K | 0.9% | – | – | History |
| MNSTMonster Beverage Corp | COM | 16,580 | $955.2K | 0.9% | – | – | History |
| TTWOTake Two Interactive Software Inc | COM | 5,920 | $952.8K | 0.9% | – | – | History |
| WMWaste Management Inc | Stock | 5,222 | $935.3K | 0.9% | – | – | History |
| GLDSPDR Gold Trust | ETF | 4,555 | $870.8K | 0.8% | – | – | History |
| OXYOccidental Petroleum Corp | Stock | 13,824 | $825.4K | 0.8% | – | – | History |
| RVTYRevvity, Inc. | COM | 7,267 | $794.4K | 0.8% | – | – | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 14,056 | $772.8K | 0.7% | – | – | – |
| APTVAptiv PLC | SHS | 8,576 | $769.4K | 0.7% | – | – | History |
| ETSYEtsy Inc | COM | 9,332 | $756.4K | 0.7% | – | – | History |
| AWKAmerican Water Works Company, Inc. | Stock | 5,362 | $707.7K | 0.7% | – | – | History |
| Aim ETF Products Trust00888H869 | ALLIANZIM US EQ | 25,024 | $664.2K | 0.6% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 6,565 | $647.2K | 0.6% | – | – | – |
| ENSGEnsign Group, Inc | COM | 5,666 | $635.8K | 0.6% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,281 | $634.4K | 0.6% | – | – | History |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 18,136 | $576.6K | 0.6% | – | – | – |
| iShares Tr464289479 | CORE LT USDB ETF | 10,927 | $574.5K | 0.6% | – | – | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 15,411 | $557.7K | 0.5% | – | – | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 19,959 | $540.5K | 0.5% | – | – | – |
| ROLRollins Inc | COM | 12,160 | $531.0K | 0.5% | – | – | History |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 23,680 | $503.0K | 0.5% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 10,285 | $488.4K | 0.5% | – | – | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 13,563 | $476.5K | 0.5% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 6,375 | $475.4K | 0.5% | – | – | – |
| Innovator ETFs Tr45783Y624 | PREM INCM 20 BAR | 19,105 | $471.8K | 0.5% | – | – | – |
| Innov Prem Inc 20 Barr-July45783Y582 | ETP | 18,857 | $470.7K | 0.5% | – | – | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 18,222 | $430.6K | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,801 | $425.6K | 0.4% | – | – | History |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 14,483 | $392.8K | 0.4% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 5,891 | $382.5K | 0.4% | – | – | – |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 18,522 | $378.5K | 0.4% | – | – | History |
| TSLATesla, Inc. | Stock | 1,506 | $374.2K | 0.4% | – | – | History |
| First Tr Exchange-Traded FD33733E849 | VEST GOLD STRTGY | 19,820 | $373.0K | 0.4% | – | – | – |
| MMM3M Co | Stock | 3,408 | $372.5K | 0.4% | – | – | History |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 15,202 | $366.2K | 0.4% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,942 | $344.4K | 0.3% | – | – | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 6,606 | $331.1K | 0.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 692 | $330.5K | 0.3% | – | – | – |
| HCAHCA Healthcare, Inc. | COM | 1,206 | $326.4K | 0.3% | – | – | History |
| INTCIntel Corp | Stock | 6,366 | $319.9K | 0.3% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 3,124 | $312.3K | 0.3% | – | – | History |
| First Tr Exchng Traded FD VI33740F474 | FT VEST US EQT | 9,357 | $307.7K | 0.3% | – | – | – |
| XELXcel Energy Inc | Stock | 4,852 | $300.4K | 0.3% | – | – | History |
| IRIngersoll Rand Inc. | COM | 3,625 | $280.4K | 0.3% | – | – | History |
| iShares Tr464289859 | CORE 80 20 ETF | 3,954 | $273.0K | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F417 | FT VEST U.S | 12,542 | $266.1K | 0.3% | – | – | – |
| ECLEcolab Inc. | Stock | 1,327 | $263.1K | 0.3% | – | – | History |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 7,316 | $262.6K | 0.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 1,503 | $255.3K | 0.2% | – | – | History |
| iShares Tr464288257 | MSCI ACWI ETF | 2,504 | $254.9K | 0.2% | – | – | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 9,753 | $250.9K | 0.2% | – | – | – |
| CLColgate Palmolive Co | Stock | 3,015 | $240.3K | 0.2% | – | – | History |
| GISGeneral Mills Inc | Stock | 3,601 | $234.6K | 0.2% | – | – | History |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 9,762 | $231.0K | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 5,349 | $227.4K | 0.2% | – | – | – |
| MDTMedtronic plc | Stock | 2,628 | $216.5K | 0.2% | – | – | History |
| CDNSCadence Design Systems Inc | Stock | 768 | $209.2K | 0.2% | – | – | History |