Number of Shares
24,359.00
Current Holdings Value*
$5.00 Mil
% of Portfolio
2.98%
Total Estimate Gain
$17,021.36
% of Total Estimate Gain
0.32%

SECURED RETIREMENT ADVISORS, LLC's Apple Inc Holding Summary

As of 2025-06-30, SECURED RETIREMENT ADVISORS, LLC held 24,359.00 shares of Apple Inc(AAPL), totaling $5.00 Mil. This investment constitutes 2.98% of their stock portfolio, and SECURED RETIREMENT ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then SECURED RETIREMENT ADVISORS, LLC has made 5 purchases of AAPL, at an average price of $213.74, for a total of 24,734.00 shares. In addition, there have been 1 sales at an average price of $223.32 for 375.00 shares. Based on historical transaction data and AAPL's current price of $214.29, SECURED RETIREMENT ADVISORS, LLC's estimated gain on his AAPL holdings is $17,021.36, reflecting a 0.32% gain to date.

SECURED RETIREMENT ADVISORS, LLC AAPL ($214.29) Holding Chart

SECURED RETIREMENT ADVISORS, LLC AAPL ($214.29) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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