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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0002012356
Total reported value
$194.9M
$194.9M
108 檔
9.3%
In Q1 2024, Secured Retirement Advisors, LLC's U.S. equity holdings reached a combined market value of $194.9M, distributed across 108 disclosed stock positions.
During Q1 2024, Secured Retirement Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STXF | Strive 500 ETF | ETF-Other | 3.76% | +0.02% | +0.40% | |
| 2 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.23% | -0.33% | +13.17% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.20% | -0.14% | EXIT | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.81% | -0.02% | +0.70% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.41% | +0.02% | -14.37% | |
| 6 | IHDG | Wisdomtree International Hed | ETF-Other | 2.30% | — | +0.48% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 2.28% | +0.96% | -3.43% | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.25% | -0.04% | +1.40% | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 2.13% | -0.39% | EXIT | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.87% | -0.11% | +0.67% | |
| 11 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 1.87% | -0.05% | +3.40% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.85% | +0.01% | -1.58% | |
| 13 | AMAT | Applied Materials Inc | Stock-Tech | 1.84% | — | -2.80% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.67% | — | +1.54% | |
| 15 | STXE | Strive Em Markets Ex-china | ETF-Emerging Markets | 1.65% | -0.10% | +1.17% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | -0.38% | +273.51% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | -0.31% | +2.55% | |
| 18 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.57% | — | +10.42% | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 1.56% | +0.33% | +80.15% | |
| 20 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.54% | — | +3.52% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.52% | -0.82% | +23.84% | |
| 22 | SNPS | Synopsys Inc | Stock-Tech | 1.50% | — | -3.07% | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.47% | +0.52% | NEW | |
| 24 | GGG | Graco Inc | Stock-Industrials | 1.47% | — | — | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.46% | +0.98% | NEW | |
| 26 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.45% | -0.36% | EXIT | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.45% | -0.66% | +9.30% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 1.44% | +0.20% | NEW | |
| 29 | ITW | Illinois Tool Works | Stock-Industrials | 1.36% | -1.52% | EXIT | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.34% | — | +17.38% | |
| 31 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.33% | — | -12.66% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.30% | -0.14% | +12.81% | |
| 33 | ICOW | Pacer Developed Markets Inte | ETF-Other | 1.26% | — | +1.60% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 1.22% | +0.11% | +0.18% | |
| 35 | TT | Trane Technologies plc | Stock-Industrials | 1.17% | — | -8.00% | |
| 36 | STLD | Steel Dynamics Inc | Stock-Materials | 1.17% | — | -2.24% | |
| 37 | QDEF | Flexshares Quality Dividend | ETF-Other | 1.10% | — | -2.02% | |
| 38 | TRGP | Targa Resources CORP | Stock-Energy | 1.05% | — | — | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 1.02% | — | +8.62% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | -0.16% | +0.70% | |
| 41 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.95% | — | +24.48% | |
| 42 | APO | Apollo Global Management Inc | Stock-Financials | 0.95% | — | — | |
| 43 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.93% | — | +56.00% | |
| 44 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-Other | 0.91% | — | -1.77% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.90% | — | -2.51% | |
| 46 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.90% | — | +7.62% | |
| 47 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.86% | — | -9.59% | |
| 48 | PLD | Prologis Inc | Stock-Real Estate | 0.86% | — | +8.76% | |
| 49 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.80% | — | +6.99% | |
| 50 | PAYC | Paycom Software Inc | Stock-Tech | 0.79% | — | — |
According to official SEC Form 13F filings, Secured Retirement Advisors, LLC reported a total U.S. public equity portfolio value of $194.9M across 108 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including STXF, UNH, JPST) accounted for 9.3% of total reported equity market value during Q1 2024.
During Q1 2024, Secured Retirement Advisors, LLC's top holdings by market value included STXF (3.8%)、UNH (3.2%)、JPST (3.2%). The largest single position, STXF, represented 3.8% of total portfolio value.
In Q1 2024, Secured Retirement Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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