13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002012356
Total reported value
$194.9M
$194.9M
119 檔
10.7%
At the close of Q3 2024, Secured Retirement Advisors, LLC disclosed equity holdings valued at approximately $194.9M, spread across 119 reported holdings.
In Q3 2024, Secured Retirement Advisors, LLC displayed an active expansion posture, initiating 12 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.79% | -0.33% | +1.25% | |
| 2 | STXF | Strive 500 ETF | ETF-Other | 3.35% | +0.02% | -2.58% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.92% | -0.14% | EXIT | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.60% | -0.02% | +1.13% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | +0.02% | +2.81% | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 2.31% | +0.96% | +3.15% | |
| 7 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.93% | -0.04% | -2.29% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.92% | — | +4.26% | |
| 9 | IHDG | Wisdomtree International Hed | ETF-Other | 1.91% | — | -0.62% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.84% | +0.01% | +5.91% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 1.74% | -0.39% | EXIT | |
| 12 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 1.71% | -0.05% | +3.41% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | -0.38% | +3.74% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.63% | +0.52% | NEW | |
| 15 | GGG | Graco Inc | Stock-Industrials | 1.61% | — | — | |
| 16 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.60% | — | +4.33% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | -0.31% | +2.87% | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 1.57% | — | +2.38% | |
| 19 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.56% | -0.11% | -2.04% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.55% | — | +3.48% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.54% | +0.98% | NEW | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | -0.66% | +2.27% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.45% | +0.20% | NEW | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.45% | +0.11% | -4.17% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 1.45% | +0.33% | +4.71% | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 1.44% | — | +31.59% | |
| 27 | STXE | Strive Em Markets Ex-china | ETF-Emerging Markets | 1.43% | -0.10% | -2.28% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.43% | -0.14% | +18.11% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.41% | -0.82% | +4.33% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.41% | — | +4.39% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.39% | +0.53% | +32.04% | |
| 32 | SNPS | Synopsys Inc | Stock-Tech | 1.32% | — | +6.81% | |
| 33 | TRGP | Targa Resources CORP | Stock-Energy | 1.29% | — | +2.63% | |
| 34 | TT | Trane Technologies plc | Stock-Industrials | 1.29% | — | — | |
| 35 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.29% | -0.36% | EXIT | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.28% | — | -2.24% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | -0.16% | -14.71% | |
| 38 | ICOW | Pacer Developed Markets Inte | ETF-Other | 1.05% | — | -0.02% | |
| 39 | APO | Apollo Global Management Inc | Stock-Financials | 1.04% | — | +6.91% | |
| 40 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 1.04% | — | +3.58% | |
| 41 | QDEF | Flexshares Quality Dividend | ETF-Other | 1.00% | — | +0.58% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.97% | — | +4.73% | |
| 43 | STLD | Steel Dynamics Inc | Stock-Materials | 0.97% | — | +6.08% | |
| 44 | AWK | American Water Works Co Inc | Stock-Utilities | 0.87% | — | +5.77% | |
| 45 | PLD | Prologis Inc | Stock-Real Estate | 0.87% | — | +5.68% | |
| 46 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.85% | — | +7.43% | |
| 47 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.81% | — | +61.67% | |
| 48 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.80% | — | +7.70% | |
| 49 | GTLS | Chart Industries Inc | Stock-Industrials | 0.79% | — | +62.87% | |
| 50 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-Other | 0.78% | — | -0.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSJN | Ft Vest US Eqt Eq Wgt Buf Jn | +0.7% | NEW | New buy |
| 2 | GJUN | Ft Vest US Equity Moderate B | +0.7% | NEW | New buy |
| 3 | NJUL | Innovator Growth 100 Power B | +0.5% | NEW | New buy |
| 4 | SAUG | Ft Vest US Small Cap Moderat | +0.4% | +190.69% | Add |
| 5 | JULU | Allianzim US Bf15 Uncap Jul | +0.4% | NEW | New buy |
| 6 | SFLR | Innovator Eqty Mgd Floor ETF | +0.4% | NEW | New buy |
| 7 | XAUG | Ft Vest US Equity Enhance & | +0.3% | NEW | New buy |
| 8 | IAUG | Innov In Dvlp Pwrb ETF - Aug | +0.3% | NEW | New buy |
| 9 | SIXP | Allian US Equ 6 Mon Bu10-usd | +0.3% | NEW | New buy |
| 10 | V | Visa Inc-class A Shares | +0.3% | +32.04% | Add |
| 11 | AMGN | Amgen Inc | +0.3% | +31.59% | Add |
| 12 | UNH | Unitedhealth Group Inc | +0.3% | +1.25% | Add |
| 13 | CAT | Caterpillar Inc | +0.3% | +3.15% | Add |
| 14 | QCJL | Ft Nsdq 100 Cn Buff Etf-jul | +0.3% | NEW | New buy |
| 15 | LOW | Lowe's Cos Inc | +0.2% | +3.87% | Add |
| 16 | LULU | Lululemon Athletica Inc | +0.2% | +61.67% | Add |
| 17 | SCHF | Schwab Intl Equity ETF | +0.2% | NEW | New buy |
| 18 | AUGW | Alianzim US Eq Bfr20 Aug-usd | +0.2% | +73.78% | Add |
| 19 | GTLS | Chart Industries Inc | +0.2% | +62.87% | Add |
| 20 | HD | Home Depot Inc | +0.2% | NEW | New buy |
| 21 | QJUN | Ft Vest Nasdaq-100 Buffer Et | +0.2% | NEW | New buy |
| 22 | BSV | Vanguard Short-term Bond ETF | +0.2% | +18.11% | Add |
| 23 | PAYC | Paycom Software Inc | +0.1% | +11.67% | Add |
| 24 | TT | Trane Technologies plc | +0.1% | — | Unchanged |
| 25 | TRGP | Targa Resources CORP | +0.1% | +2.63% | Add |
| 26 | ENSG | Ensign Group Inc/the | +0.1% | +3.58% | Add |
| 27 | TMO | Thermo Fisher Scientific Inc | +0.1% | +4.39% | Add |
| 28 | ABT | Abbott Laboratories | +0.1% | +5.29% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +5.91% | Add |
| 30 | OCTH | Innvtr Pr Inc20 Bar Etf-oct | -0.2% | EXIT | Sold out |
| 31 | PYPL | Paypal Holdings Inc | -0.2% | EXIT | Sold out |
| 32 | GJAN | Ft Vest US Equity Moderate B | -0.2% | EXIT | Sold out |
| 33 | FEBW | Alianzim US Eq Bfr20 Feb-usd | -0.2% | EXIT | Sold out |
| 34 | QDEC | Ft Vest Nasdaq-100 Buffer Et | -0.2% | EXIT | Sold out |
| 35 | ETSY | Etsy Inc | -0.2% | EXIT | Sold out |
| 36 | YDEC | Ft Vest International Equity | -0.2% | EXIT | Sold out |
| 37 | XJAN | Ft Vest Enh Mod Buff - Jan | -0.3% | EXIT | Sold out |
| 38 | GDEC | Ft Vest US Equity Moderate B | -0.3% | EXIT | Sold out |
| 39 | JULH | Innov Prem Inc 20 Barr-july | -0.3% | EXIT | Sold out |
| 40 | APRH | Innov Prem Inc 20 Barr-april | -0.3% | -58.38% | Trim |
| 41 | QCOM | Qualcomm Inc | -0.3% | +4.71% | Add |
| 42 | JANW | Alianzim US Eq Bfr20 Jan-usd | -0.3% | EXIT | Sold out |
| 43 | NVDA | Nvidia CORP | -0.3% | -14.71% | Trim |
| 44 | AMAT | Applied Materials Inc | -0.4% | +2.38% | Add |
| 45 | SIXJ | Allian US Equ 6 Mon Bu10-usd | -0.4% | -56.34% | Trim |
| 46 | ITW | Illinois Tool Works | -0.4% | EXIT | Sold out |
| 47 | XDEC | Ft Vest US Equity Enhance & | -0.4% | EXIT | Sold out |
| 48 | NJAN | Innovator Growth 100 Power B | -0.4% | EXIT | Sold out |
| 49 | IJAN | Innovator International Deve | -0.4% | EXIT | Sold out |
| 50 | KJAN | Innovator U.s. Small Cap Pow | -0.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Secured Retirement Advisors, LLC reported a total U.S. public equity portfolio value of $194.9M across 119 disclosed positions in Q3 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 UNH, STXF, JPST) accounted for 10.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
RSJN
市值: $1.0M
Top Position Liquidated / Trimmed
KJAN
前期市值: $664.5K
During Q3 2024, Secured Retirement Advisors, LLC's top holdings by market value included UNH (3.8%)、STXF (3.4%)、JPST (2.9%). The largest single position, UNH, represented 3.8% of total portfolio value.
In Q3 2024, Secured Retirement Advisors, LLC made 49 total portfolio adjustments, initiating 12 new buys, adding to 18 positions, trimming 3 holdings, and fully liquidating 16 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.