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SECURED RETIREMENT ADVISORS, LLC13F | |
| SECURED RETIREMENT ADVISORS, LLC | |
| Last update 2025-05-01 | 116 Stocks (33 new) |
| Value $155.00 Mil | Turnover 41 % |
SECURED RETIREMENT ADVISORS, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STRV | EA SERIES TRUST | 238,368 | 8,595.5 | +90.11% | 5.540 | +2.63% | 1.060 | +19.99% | +7.65% | 946.0 | ||
NVDA | NVIDIA Corp | 51,246 | 5,554.0 | +305.40% | 3.580 | +2.70% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
MSFT | Microsoft Corp | 14,575 | 5,471.3 | +83.98% | 3.530 | +1.61% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
AAPL | Apple Inc | 23,564 | 5,234.3 | +159.03% | 3.370 | +2.07% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
BOND | PIMCO Active Bond ETF | 54,470 | 5,036.8 | New Holding | 3.250 | +3.25% | 0.090 | +1.39% | +1.36% | 5,642.9 | ||
AMZN | Amazon.com Inc | 16,662 | 3,170.1 | +36.31% | 2.040 | +0.54% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 50,990 | 3,043.1 | New Holding | 1.960 | +1.96% | 0.100 | +8.93% | +2.03% | 3,283.7 | ||
GLW | Corning Inc | 62,836 | 2,876.6 | +62.67% | 1.850 | +0.71% | 0.010 | +30.12% | +14.98% | 46,266.6 | Hardware | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 53,366 | 2,725.4 | New Holding | 1.760 | +1.76% | 0.010 | +11.74% | +4.24% | 27,142.9 | ||
IHDG |
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
| 58,960 | 2,558.9 | -0.28% | 1.650 | 0% | 0.100 | +9.28% | +4.03% | 2,462.2 |
SECURED RETIREMENT ADVISORS, LLC's Historical Top Holdings Breakdowns
SECURED RETIREMENT ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BOND | PIMCO Active Bond ETF | 2025-03-31 | New Buy New Buy | +3.25% | 89.27 ($91.32) 92.9 | $91.65 | 0.36% | New holding | 54,470 | 54,470 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +2.70% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | Add 305.4% | 51,246 | 38,605 | |
STRV | EA SERIES TRUST | 2025-03-31 | Add Add | +2.63% | 35.45 ($37.94) 39.62 | $40.69 | 7.25% | Add 90.11% | 238,368 | 112,983 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +2.07% | 209.68 ($231.67) 247.1 | $214.40 | -7.45% | Add 159.03% | 23,564 | 14,467 | |
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 2025-03-31 | New Buy New Buy | +1.96% | 59.58 ($62) 63.7 | $63.30 | 2.10% | New holding | 50,990 | 50,990 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -1.82% | 461.52 ($511.2) 548.18 | $285.13 | -44.22% | Reduce -68.02% | 2,962 | -6,301 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Reduce Reduce | -1.78% | 50.39 ($50.51) 50.66 | $50.62 | 0.22% | Reduce -79.02% | 16,338 | -61,522 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-03-31 | New Buy New Buy | +1.76% | 49.78 ($51.86) 53.19 | $53.31 | 2.80% | New holding | 53,366 | 53,366 | |
BUFR | FT Vest Laddered Buffer ETF | 2025-03-31 | Reduce Reduce | -1.65% | 29.34 ($30.56) 31.31 | $32.20 | 5.38% | Reduce -79.17% | 24,917 | -94,732 | |
META | Meta Platforms Inc | 2025-03-31 | New Buy New Buy | +1.61% | 576.36 ($645.17) 736.67 | $704.81 | 9.24% | New holding | 4,343 | 4,343 |
SECURED RETIREMENT ADVISORS, LLC Total Holding History ($B)
SECURED RETIREMENT ADVISORS, LLC's Asset Allocation
SECURED RETIREMENT ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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SECURED RETIREMENT ADVISORS, LLC's Hypothetical Growth since 2025-03-31
SECURED RETIREMENT ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SECURED RETIREMENT ADVISORS, LLC's Holdings Heat Map
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SECURED RETIREMENT ADVISORS, LLC's Holdings Bubble Chart
SECURED RETIREMENT ADVISORS, LLC News
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