The Analysis of SECURED RETIREMENT ADVISORS, LLC's Holdings
Currently, SECURED RETIREMENT ADVISORS, LLC holds 125 types of securities in its portfolio with a total value $179.1M. In the most recent quarter, they have increased their positions in LMT (+2.3K shares, valued at $1.1M), ZTS (+6.7K shares, valued at $844.3K), BA (+1.1K shares, valued at $247.3K); decreased their positions in STRV (-20.5K shares, valued at $903.4K), N/A (-4.0K shares, valued at $741.4K), CAT (-1.2K shares, valued at $712.1K); initiated new positions in ZTS (+6.7K shares, valued at $844.3K), VCSH (+2.9K shares, valued at $229.0K), VIG (+1.0K shares, valued at $227.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
STRV EA SERIES TRUST196.0K shares-9.47%2025-12-312026-01-30
NVDA NVIDIA CORPORATION39.7K shares1.11%2025-12-312026-01-30 MSFT MICROSOFT CORP14.5K shares2.66%2025-12-312026-01-30 AAPL APPLE INC25.2K shares1.99%2025-12-312026-01-30 BOND PIMCO ETF TR59.4K shares3.31%2025-12-312026-01-30 ALPHABET INC ALPHABET INC14.0K shares-2.54%2025-12-312026-01-30 GLW CORNING INC46.9K shares-12.65%2025-12-312026-01-30 AMZN AMAZON COM INC16.5K shares-0.98%2025-12-312026-01-30 ED CONSOLIDATED EDISON INC33.6K shares4.83%2025-12-312026-01-30 BROADCOM INC BROADCOM INC8.6K shares2.49%2025-12-312026-01-30 CL COLGATE PALMOLIVE CO36.6K shares5.53%2025-12-312026-01-30 SPYV SPDR SERIES TRUST48.3K shares-8.80%2025-12-312026-01-30 JPM JPMORGAN CHASE & CO.8.4K shares5.49%2025-12-312026-01-30 META META PLATFORMS INC3.8K shares7.37%2025-12-312026-01-30 ITW ILLINOIS TOOL WKS INC10.1K shares6.10%2025-12-312026-01-30 IEFA ISHARES TR26.5K shares-8.83%2025-12-312026-01-30 BK BANK NEW YORK MELLON CORP20.0K shares3.94%2025-12-312026-01-30 XOM EXXON MOBIL CORP18.9K shares6.03%2025-12-312026-01-30 BUFR FIRST TR EXCHNG TRADED FD VI65.6K shares-6.37%2025-12-312026-01-30 VTI VANGUARD INDEX FDS6.3K shares-4.86%2025-12-312026-01-30 MA MASTERCARD INCORPORATED3.7K shares4.29%2025-12-312026-01-30 IBM INTERNATIONAL BUSINESS MACHS6.9K shares-13.55%2025-12-312026-01-30 LLY ELI LILLY & CO1.8K shares8.84%2025-12-312026-01-30 WMT WALMART INC17.7K shares4.21%2025-12-312026-01-30 BSV VANGUARD BD INDEX FDS24.0K shares1.32%2025-12-312026-01-30 V VISA INC5.1K shares5.08%2025-12-312026-01-30 QCOM QUALCOMM INC10.5K shares-1.79%2025-12-312026-01-30 UHS UNIVERSAL HLTH SVCS INC7.8K shares2.38%2025-12-312026-01-30 COHERENT CORP COHERENT CORP9.1K shares-30.52%2025-12-312026-01-30 YUM YUM BRANDS INC11.1K shares6.81%2025-12-312026-01-30 CSCO CISCO SYS INC21.5K shares-5.54%2025-12-312026-01-30 TSLA TESLA INC3.5K shares1.71%2025-12-312026-01-30 CVX CHEVRON CORP NEW10.0K shares4.55%2025-12-312026-01-30 SDVY FIRST TR EXCHANGE-TRADED FD39.5K shares-8.49%2025-12-312026-01-30 ORCL ORACLE CORP7.8K shares-3.60%2025-12-312026-01-30 LMT LOCKHEED MARTIN CORP3.1K shares288.57%2025-12-312026-01-30 BA BOEING CO6.9K shares19.77%2025-12-312026-01-30 CAT CATERPILLAR INC2.6K shares-32.73%2025-12-312026-01-30 RTX RTX CORPORATION7.9K shares3.96%2025-12-312026-01-30 JEPQ J P MORGAN EXCHANGE TRADED F24.2K shares-7.51%2025-12-312026-01-30 ABT ABBOTT LABS10.9K shares5.67%2025-12-312026-01-30 TT TRANE TECHNOLOGIES PLC3.5K shares5.94%2025-12-312026-01-30 BPOP POPULAR INC10.8K shares-7.85%2025-12-312026-01-30 STXE EA SERIES TRUST35.9K shares-8.70%2025-12-312026-01-30 JAAA JANUS DETROIT STR TR25.3K shares2.54%2025-12-312026-01-30 CTA SIMPLIFY EXCHANGE TRADED FUN46.6K shares4.59%2025-12-312026-01-30 USB US BANCORP DEL23.1K shares-7.16%2025-12-312026-01-30 ZALT INNOVATOR ETFS TRUST37.8K shares-8.10%2025-12-312026-01-30 XOCT FIRST TR EXCHNG TRADED FD VI32.5K shares-12.18%2025-12-312026-01-30 NEM NEWMONT CORP12.2K shares-33.88%2025-12-312026-01-30 JCI JOHNSON CTLS INTL PLC10.2K shares1.68%2025-12-312026-01-30 LEN LENNAR CORP11.9K shares7.54%2025-12-312026-01-30 SONY SONY GROUP CORP47.2K shares-8.29%2025-12-312026-01-30 TEX TEREX CORP NEW22.6K shares-4.97%2025-12-312026-01-30 SAUG FIRST TR EXCHNG TRADED FD VI46.7K shares-11.30%2025-12-312026-01-30 PH PARKER-HANNIFIN CORP1.3K shares-9.34%2025-12-312026-01-30 SPG SIMON PPTY GROUP INC NEW6.3K shares-7.20%2025-12-312026-01-30 GNOV FIRST TR EXCHNG TRADED FD VI27.3K shares-14.80%2025-12-312026-01-30 OCTW AIM ETF PRODUCTS TRUST27.1K shares-12.27%2025-12-312026-01-30 DE DEERE & CO2.3K shares-3.27%2025-12-312026-01-30 SFLR INNOVATOR ETFS TRUST27.5K shares-10.64%2025-12-312026-01-30 BKR BAKER HUGHES COMPANY22.2K shares-6.48%2025-12-312026-01-30 EA ELECTRONIC ARTS INC4.9K shares-1.75%2025-12-312026-01-30 SPYG SPDR SERIES TRUST9.2K shares-9.25%2025-12-312026-01-30 BWXT BWX TECHNOLOGIES INC5.5K shares-28.44%2025-12-312026-01-30 CMCSA COMCAST CORP NEW31.5K shares5.87%2025-12-312026-01-30 BUFD FIRST TR EXCHNG TRADED FD VI31.3K shares-10.79%2025-12-312026-01-30 ZBH ZIMMER BIOMET HOLDINGS INC9.6K shares-7.08%2025-12-312026-01-30 AAAU GOLDMAN SACHS PHYSICAL GOLD20.1K shares-3.79%2025-12-312026-01-30 ZTS ZOETIS INC6.7K sharesnew addition2025-12-312026-01-30 GNRC GENERAC HLDGS INC6.2K shares-6.41%2025-12-312026-01-30 YJUN FIRST TR EXCHNG TRADED FD VI32.7K shares-12.16%2025-12-312026-01-30 ISEP INNOVATOR ETFS TRUST25.1K shares-12.23%2025-12-312026-01-30 NTR NUTRIEN LTD13.1K shares-6.54%2025-12-312026-01-30 VXUS VANGUARD STAR FDS10.4K shares-1.48%2025-12-312026-01-30 TXT TEXTRON INC8.9K shares-5.97%2025-12-312026-01-30 PANW PALO ALTO NETWORKS INC4.1K shares1.74%2025-12-312026-01-30 RSSE FIRST TR EXCHNG TRADED FD VI34.7K shares-23.67%2025-12-312026-01-30 HELO J P MORGAN EXCHANGE TRADED F10.8K shares-1.84%2025-12-312026-01-30 NOCT INNOVATOR ETFS TRUST12.3K shares-14.89%2025-12-312026-01-30 NDEC INNOVATOR ETFS TRUST24.9K shares-20.42%2025-12-312026-01-30 SCHW SCHWAB CHARLES CORP6.8K shares1.35%2025-12-312026-01-30 EOCT INNOVATOR ETFS TRUST21.3K shares-14.93%2025-12-312026-01-30 BLV VANGUARD BD INDEX FDS9.4K shares0.01%2025-12-312026-01-30 AMD ADVANCED MICRO DEVICES INC3.0K shares-2.61%2025-12-312026-01-30 HPE HEWLETT PACKARD ENTERPRISE C26.7K shares-4.14%2025-12-312026-01-30 NVBU AIM ETF PRODUCTS TRUST21.6K shares-16.01%2025-12-312026-01-30 CTAS CINTAS CORP3.3K shares9.59%2025-12-312026-01-30 UNH UNITEDHEALTH GROUP INC1.8K shares2.62%2025-12-312026-01-30 PLTR PALANTIR TECHNOLOGIES INC3.3K shares5.09%2025-12-312026-01-30 PEP PEPSICO INC3.7K shares6.93%2025-12-312026-01-30 BGLD FIRST TR EXCHANGE-TRADED FD28.6K shares-11.62%2025-12-312026-01-30 BCD ABRDN ETFS15.7K shares-5.46%2025-12-312026-01-30 MO ALTRIA GROUP INC7.4K shares9.51%2025-12-312026-01-30 VZ VERIZON COMMUNICATIONS INC10.1K shares8.96%2025-12-312026-01-30 BMY BRISTOL-MYERS SQUIBB CO7.6K shares6.10%2025-12-312026-01-30 ABBV ABBVIE INC1.7K shares3.82%2025-12-312026-01-30 AMGN AMGEN INC1.2K shares-1.43%2025-12-312026-01-30 TXN TEXAS INSTRS INC2.1K shares9.36%2025-12-312026-01-30 HD HOME DEPOT INC1.1K shares4.98%2025-12-312026-01-30 UPS UNITED PARCEL SERVICE INC3.6K shares-6.06%2025-12-312026-01-30 AOA ISHARES TR3.6K shares-16.95%2025-12-312026-01-30 COP CONOCOPHILLIPS3.1K shares13.69%2025-12-312026-01-30 F FORD MTR CO22.0K shares6.01%2025-12-312026-01-30 VLO VALERO ENERGY CORP1.7K shares9.36%2025-12-312026-01-30 OEC ORION S.A.52.8K shares-9.33%2025-12-312026-01-30 KO COCA COLA CO3.8K shares5.35%2025-12-312026-01-30 EPS WISDOMTREE TR3.8K shares0.00%2025-12-312026-01-30 EOG EOG RES INC2.5K shares9.11%2025-12-312026-01-30 RF REGIONS FINANCIAL CORP NEW9.4K shares15.92%2025-12-312026-01-30 JPST J P MORGAN EXCHANGE TRADED F4.8K shares-16.86%2025-12-312026-01-30 GLD SPDR GOLD TR602 shares-22.82%2025-12-312026-01-30 VUG VANGUARD INDEX FDS479 shares-3.62%2025-12-312026-01-30 VCSH VANGUARD SCOTTSDALE FDS2.9K sharesnew addition2025-12-312026-01-30 VIG VANGUARD SPECIALIZED FUNDS1.0K sharesnew addition2025-12-312026-01-30 FAST FASTENAL CO5.5K shares10.31%2025-12-312026-01-30 OKE ONEOK INC NEW2.8K sharesnew addition2025-12-312026-01-30 SIXJ AIM ETF PRODUCTS TRUST5.9K shares-17.59%2025-12-312026-01-30 AMCR AMCOR PLC15.9K shares10.34%2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available