Secured Retirement Advisors, LLC
- SEC CIK
- 0002012356
- 最新申報
- 2026/7/16
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/16 申報。只含多頭部位。
- 持股檔數
- 102
- 2023 年第 3 季沒有申報
- 總值
- $1.04 億
- 2023 年第 3 季沒有申報
Secured Retirement Advisors, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Ea Series Trust02072L680 | STRIVE 500 ETF | 131,360 | $401.6 萬 | 3.9% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 73,394 | $368.7 萬 | 3.5% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 6,803 | $358.2 萬 | 3.4% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 117,729 | $312.8 萬 | 3.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 7,908 | $297.4 萬 | 2.9% | – | – | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 58,795 | $246.9 萬 | 2.4% | – | – | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 75,158 | $246.3 萬 | 2.4% | – | – | – |
| CATCaterpillar Inc | Stock | 7,609 | $225.0 萬 | 2.2% | – | – | 歷史 |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 67,453 | $206.3 萬 | 2.0% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,521 | $202.1 萬 | 1.9% | – | – | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 40,370 | $201.6 萬 | 1.9% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 13,636 | $201.0 萬 | 1.9% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6,336 | $186.8 萬 | 1.8% | – | – | 歷史 |
| Ea Series Trust02072L698 | STRIVE EMERGING | 66,915 | $186.2 萬 | 1.8% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 2,654 | $175.2 萬 | 1.7% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 10,801 | $175.1 萬 | 1.7% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 15,468 | $170.3 萬 | 1.6% | – | – | 歷史 |
| SNPSSynopsys Inc | COM | 3,189 | $164.2 萬 | 1.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 8,345 | $160.7 萬 | 1.5% | – | – | 歷史 |
| GGGGraco Inc | COM | 18,513 | $160.6 萬 | 1.5% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 16,790 | $157.5 萬 | 1.5% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 30,222 | $157.1 萬 | 1.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 9,063 | $154.2 萬 | 1.5% | – | – | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 35,757 | $152.2 萬 | 1.5% | – | – | 歷史 |
| TGTTarget Corp | Stock | 10,550 | $150.3 萬 | 1.4% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 21,478 | $147.8 萬 | 1.4% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 5,524 | $144.7 萬 | 1.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,354 | $144.6 萬 | 1.4% | – | – | 歷史 |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 45,706 | $142.8 萬 | 1.4% | – | – | – |
| QCOMQualcomm Inc | Stock | 9,811 | $141.9 萬 | 1.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 9,198 | $137.2 萬 | 1.3% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 17,733 | $136.6 萬 | 1.3% | – | – | – |
| LOWLowes Companies Inc | Stock | 6,039 | $134.4 萬 | 1.3% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,319 | $123.1 萬 | 1.2% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 5,000 | $122.0 萬 | 1.2% | – | – | 歷史 |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 20,568 | $121.5 萬 | 1.2% | – | – | – |
| STLDSteel Dynamics Inc | COM | 9,527 | $112.5 萬 | 1.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 5,308 | $111.3 萬 | 1.1% | – | – | 歷史 |
| Ssga Active Tr78470P200 | ST STR TOTAL ETF | 23,305 | $109.2 萬 | 1.0% | – | – | – |
| BXBlackstone Inc. | COM | 8,193 | $107.3 萬 | 1.0% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 7,917 | $105.4 萬 | 1.0% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 16,829 | $103.3 萬 | 1.0% | – | – | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 20,365 | $96.9 萬 | 0.9% | – | – | – |
| PLDPrologis, Inc. | REIT | 7,180 | $95.7 萬 | 0.9% | – | – | 歷史 |
| MNSTMonster Beverage Corp | COM | 16,580 | $95.5 萬 | 0.9% | – | – | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 5,920 | $95.3 萬 | 0.9% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 5,222 | $93.5 萬 | 0.9% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 4,555 | $87.1 萬 | 0.8% | – | – | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 13,824 | $82.5 萬 | 0.8% | – | – | 歷史 |
| RVTYRevvity, Inc. | COM | 7,267 | $79.4 萬 | 0.8% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 14,056 | $77.3 萬 | 0.7% | – | – | – |
| APTVAptiv PLC | SHS | 8,576 | $76.9 萬 | 0.7% | – | – | 歷史 |
| ETSYEtsy Inc | COM | 9,332 | $75.6 萬 | 0.7% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 5,362 | $70.8 萬 | 0.7% | – | – | 歷史 |
| Aim ETF Products Trust00888H869 | ALLIANZIM US EQ | 25,024 | $66.4 萬 | 0.6% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 6,565 | $64.7 萬 | 0.6% | – | – | – |
| ENSGEnsign Group, Inc | COM | 5,666 | $63.6 萬 | 0.6% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,281 | $63.4 萬 | 0.6% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 18,136 | $57.7 萬 | 0.6% | – | – | – |
| iShares Tr464289479 | CORE LT USDB ETF | 10,927 | $57.5 萬 | 0.6% | – | – | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 15,411 | $55.8 萬 | 0.5% | – | – | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 19,959 | $54.1 萬 | 0.5% | – | – | – |
| ROLRollins Inc | COM | 12,160 | $53.1 萬 | 0.5% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 23,680 | $50.3 萬 | 0.5% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 10,285 | $48.8 萬 | 0.5% | – | – | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 13,563 | $47.6 萬 | 0.5% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 6,375 | $47.5 萬 | 0.5% | – | – | – |
| Innovator ETFs Tr45783Y624 | PREM INCM 20 BAR | 19,105 | $47.2 萬 | 0.5% | – | – | – |
| Innov Prem Inc 20 Barr-July45783Y582 | ETP | 18,857 | $47.1 萬 | 0.5% | – | – | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 18,222 | $43.1 萬 | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,801 | $42.6 萬 | 0.4% | – | – | 歷史 |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 14,483 | $39.3 萬 | 0.4% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 5,891 | $38.3 萬 | 0.4% | – | – | – |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 18,522 | $37.8 萬 | 0.4% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,506 | $37.4 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E849 | VEST GOLD STRTGY | 19,820 | $37.3 萬 | 0.4% | – | – | – |
| MMM3M Co | Stock | 3,408 | $37.3 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 15,202 | $36.6 萬 | 0.4% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,942 | $34.4 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 6,606 | $33.1 萬 | 0.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 692 | $33.1 萬 | 0.3% | – | – | – |
| HCAHCA Healthcare, Inc. | COM | 1,206 | $32.6 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 6,366 | $32.0 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,124 | $31.2 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F474 | FT VEST US EQT | 9,357 | $30.8 萬 | 0.3% | – | – | – |
| XELXcel Energy Inc | Stock | 4,852 | $30.0 萬 | 0.3% | – | – | 歷史 |
| IRIngersoll Rand Inc. | COM | 3,625 | $28.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 3,954 | $27.3 萬 | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F417 | FT VEST U.S | 12,542 | $26.6 萬 | 0.3% | – | – | – |
| ECLEcolab Inc. | Stock | 1,327 | $26.3 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 7,316 | $26.3 萬 | 0.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 1,503 | $25.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 2,504 | $25.5 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 9,753 | $25.1 萬 | 0.2% | – | – | – |
| CLColgate Palmolive Co | Stock | 3,015 | $24.0 萬 | 0.2% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 3,601 | $23.5 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 9,762 | $23.1 萬 | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 5,349 | $22.7 萬 | 0.2% | – | – | – |
| MDTMedtronic plc | Stock | 2,628 | $21.7 萬 | 0.2% | – | – | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 768 | $20.9 萬 | 0.2% | – | – | 歷史 |