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CIK: 0002012356
Total reported value
$194.9M
$194.9M
116 檔
10.1%
As reported in its official Q2 2024 Form 13F filing, Secured Retirement Advisors, LLC's tracked investment portfolio stood at $194.9M with 116 total positions.
During Q2 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 | 3.53% | +0.02% | -1.82% | |
| 2 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.53% | -0.33% | +15.42% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.99% | -0.14% | EXIT | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.69% | -0.02% | +0.84% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.59% | +0.02% | +9.92% | |
| 6 | IHDG | Wisdomtree International Hed | ETF-Other | 2.07% | — | -1.18% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 2.06% | +0.96% | +8.10% | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.96% | -0.04% | -1.10% | |
| 9 | AMAT | Applied Materials Inc | Stock-Tech | 1.94% | — | +0.56% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.91% | — | +7.01% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 1.82% | -0.39% | EXIT | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | -0.38% | +13.10% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.78% | +0.01% | +1.81% | |
| 14 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 1.77% | -0.05% | +0.69% | |
| 15 | QCOM | Qualcomm Inc | Stock-Tech | 1.75% | +0.33% | -36.20% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.75% | -0.66% | +8.70% | |
| 17 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.74% | -0.11% | -0.99% | |
| 18 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.61% | — | +7.96% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.61% | — | +10.21% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.60% | +0.52% | NEW | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | -0.31% | +8.70% | |
| 22 | GGG | Graco Inc | Stock-Industrials | 1.58% | — | +38.09% | |
| 23 | SNPS | Synopsys Inc | Stock-Tech | 1.57% | — | +9.77% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.55% | -0.82% | +11.95% | |
| 25 | STXE | Strive Em Markets Ex-china | ETF-Emerging Markets | 1.55% | -0.10% | -1.05% | |
| 26 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.49% | -0.36% | EXIT | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.48% | +0.11% | +7.63% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | -0.16% | +1062.79% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 1.36% | +0.20% | NEW | |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.34% | — | +0.77% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.31% | — | +11.43% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.30% | +0.98% | NEW | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.28% | -0.14% | +6.71% | |
| 34 | TRGP | Targa Resources CORP | Stock-Energy | 1.18% | — | +6.13% | |
| 35 | TT | Trane Technologies plc | Stock-Industrials | 1.18% | — | — | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 1.15% | — | — | |
| 37 | ICOW | Pacer Developed Markets Inte | ETF-Other | 1.09% | — | -0.85% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | +0.53% | +606.13% | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 1.03% | — | +9.68% | |
| 40 | STLD | Steel Dynamics Inc | Stock-Materials | 1.02% | — | +8.18% | |
| 41 | APO | Apollo Global Management Inc | Stock-Financials | 1.00% | — | +9.34% | |
| 42 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.99% | — | -3.99% | |
| 43 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.94% | — | +10.75% | |
| 44 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.93% | — | +9.68% | |
| 45 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.86% | — | +12.61% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.86% | — | — | |
| 47 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-Other | 0.83% | — | -0.59% | |
| 48 | AWK | American Water Works Co Inc | Stock-Utilities | 0.79% | — | +10.32% | |
| 49 | PLD | Prologis Inc | Stock-Real Estate | 0.79% | — | +15.29% | |
| 50 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.77% | — | +11.42% |
According to official SEC Form 13F filings, Secured Retirement Advisors, LLC reported a total U.S. public equity portfolio value of $194.9M across 116 disclosed positions in Q2 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 10.1% of total reported equity market value during Q2 2024.
During Q2 2024, Secured Retirement Advisors, LLC's top holdings by market value included STXF (3.5%)、UNH (3.5%)、JPST (3.0%). The largest single position, STXF, represented 3.5% of total portfolio value.
In Q2 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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