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CIK: 0002012356
Total reported value
$194.9M
$194.9M
140 檔
10.9%
As reported in its official Q4 2024 Form 13F filing, Secured Retirement Advisors, LLC's tracked investment portfolio stood at $194.9M with 140 total positions.
In Q4 2024, Secured Retirement Advisors, LLC displayed an active expansion posture, initiating 35 new positions and adding to 7 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STXF | Strive 500 ETF | ETF-Other | 2.71% | +0.02% | -0.60% | |
| 2 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.68% | -0.33% | +2.96% | |
| 3 | CAT | Caterpillar Inc | Stock-Industrials | 2.46% | +0.96% | +44.46% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.25% | -0.14% | EXIT | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.09% | -0.02% | -1.03% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | +0.02% | +3.52% | |
| 7 | QCOM | Qualcomm Inc | Stock-Tech | 1.75% | +0.33% | +68.11% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | -0.66% | +22.88% | |
| 9 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.55% | -0.04% | +2.45% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | -0.38% | -0.42% | |
| 11 | IHDG | Wisdomtree International Hed | ETF-Other | 1.47% | — | +1.90% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.46% | — | -7.38% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.41% | +0.01% | -5.95% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | +0.53% | +4.92% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | -0.31% | -6.99% | |
| 16 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 1.31% | -0.05% | +0.52% | |
| 17 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.30% | -0.11% | +2.50% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.30% | +0.11% | +5.50% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.28% | — | +94.07% | |
| 20 | NEM | Newmont CORP | Stock-Materials | 1.24% | +0.33% | — | |
| 21 | GGG | Graco Inc | Stock-Industrials | 1.23% | — | — | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.22% | +0.20% | NEW | |
| 23 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.21% | -0.36% | EXIT | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.20% | -0.82% | +8.84% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.15% | +0.98% | NEW | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.13% | — | +19.36% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 1.12% | — | +11.67% | |
| 28 | SNPS | Synopsys Inc | Stock-Tech | 1.11% | — | +9.80% | |
| 29 | AMD | Advanced Micro Devices | Stock-Tech | 1.08% | -0.39% | EXIT | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 1.07% | — | +15.57% | |
| 31 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.07% | — | +10.67% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.07% | -0.14% | -4.03% | |
| 33 | STXE | Strive Em Markets Ex-china | ETF-Emerging Markets | 1.07% | -0.10% | +3.18% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.05% | — | +5.72% | |
| 35 | GLW | Corning Inc | Stock-Tech | 1.05% | -1.81% | — | |
| 36 | TT | Trane Technologies plc | Stock-Industrials | 0.98% | — | +0.61% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | -0.16% | -1.20% | |
| 38 | TRGP | Targa Resources CORP | Stock-Energy | 0.96% | — | -22.41% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | +0.59% | +586.83% | |
| 40 | GTLS | Chart Industries Inc | Stock-Industrials | 0.93% | — | -3.34% | |
| 41 | APO | Apollo Global Management Inc | Stock-Financials | 0.93% | — | -15.50% | |
| 42 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.93% | — | +1.66% | |
| 43 | CEG | Constellation Energy | Stock-Utilities | 0.86% | — | — | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.85% | -0.18% | — | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.84% | -0.68% | +413.14% | |
| 46 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.83% | — | +2.65% | |
| 47 | BPOP | Popular Inc | Stock-Financials | 0.82% | +0.09% | — | |
| 48 | WM | Waste Management Inc | Stock-Industrials | 0.81% | — | +8.07% | |
| 49 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.81% | — | +5.49% | |
| 50 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.78% | — | +2.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NEM | Newmont CORP | +1.2% | NEW | New buy |
| 2 | GLW | Corning Inc | +1.1% | NEW | New buy |
| 3 | CEG | Constellation Energy | +0.9% | NEW | New buy |
| 4 | ORCL | Oracle CORP | +0.9% | NEW | New buy |
| 5 | BPOP | Popular Inc | +0.8% | NEW | New buy |
| 6 | CSCO | Cisco Systems Inc | +0.8% | +586.83% | Add |
| 7 | SONY | Sony Group CORP - Sp Adr | +0.8% | NEW | New buy |
| 8 | COHR | Coherent CORP | +0.8% | NEW | New buy |
| 9 | PH | Parker Hannifin CORP | +0.7% | NEW | New buy |
| 10 | XOCT | Ft Vest US Equity Enhance & | +0.7% | NEW | New buy |
| 11 | RSSE | Ft Vest US Equi Eq W ETF - S | +0.7% | NEW | New buy |
| 12 | SPG | Simon Property Group Inc | +0.7% | NEW | New buy |
| 13 | APTV | Aptiv PLC | +0.7% | NEW | New buy |
| 14 | ONL | Orion Properties Inc. | +0.7% | NEW | New buy |
| 15 | USB | US Bancorp | +0.7% | NEW | New buy |
| 16 | GM | General Motors Co | +0.7% | NEW | New buy |
| 17 | IBM | Intl Business Machines CORP | +0.6% | +413.14% | Add |
| 18 | DE | Deere & Co | +0.6% | NEW | New buy |
| 19 | GNOV | Ft Vest US Equity Moderate B | +0.6% | NEW | New buy |
| 20 | GNRC | Generac Holdings Inc | +0.6% | NEW | New buy |
| 21 | ZALT | Innovator US Eq 10 Buffer | +0.6% | NEW | New buy |
| 22 | OCTW | Alianzim US Eq Bfr20 Oct-usd | +0.6% | NEW | New buy |
| 23 | BKR | Baker Hughes Co | +0.6% | NEW | New buy |
| 24 | P | Everpure Inc-a | +0.6% | NEW | New buy |
| 25 | ANET | Arista Networks Inc | +0.5% | NEW | New buy |
| 26 | CXT | Crane Nxt Co | +0.5% | NEW | New buy |
| 27 | CP | Canadian Pacific Kansas City | +0.5% | NEW | New buy |
| 28 | TEX | Terex CORP | +0.5% | NEW | New buy |
| 29 | CELH | Celsius Holdings Inc | +0.5% | NEW | New buy |
| 30 | TMUS | T-mobile US Inc | +0.5% | NEW | New buy |
| 31 | HPE | Hewlett Packard Enterprise | +0.5% | NEW | New buy |
| 32 | NOCT | Innovator Growth-100 Power B | +0.5% | NEW | New buy |
| 33 | BWXT | Bwx Technologies Inc | +0.4% | NEW | New buy |
| 34 | NDEC | In Gro-100 Pwr Buf ETF - Dec | +0.4% | NEW | New buy |
| 35 | ISEP | Innovator Intl Dev Eq Power | +0.4% | NEW | New buy |
| 36 | MTCH | Match Group Inc | +0.4% | NEW | New buy |
| 37 | BA | Boeing Co/the | +0.4% | NEW | New buy |
| 38 | TSLA | Tesla Inc | +0.4% | +105.44% | Add |
| 39 | XOM | Exxon Mobil CORP | +0.3% | +207.24% | Add |
| 40 | QCOM | Qualcomm Inc | +0.3% | +68.11% | Add |
| 41 | GOOGL | Alphabet Inc-cl A | +0.2% | +22.88% | Add |
| 42 | CAT | Caterpillar Inc | +0.2% | +44.46% | Add |
| 43 | EJUL | Innovator Emerging Markets P | -0.5% | EXIT | Sold out |
| 44 | XJUN | Ft Vest U.s. Equity Enhance | -0.6% | EXIT | Sold out |
| 45 | GJUN | Ft Vest US Equity Moderate B | -0.7% | EXIT | Sold out |
| 46 | AWK | American Water Works Co Inc | -0.7% | -62.80% | Trim |
| 47 | STLD | Steel Dynamics Inc | -0.7% | -59.31% | Trim |
| 48 | APTV | Aptiv PLC | -0.7% | EXIT | Sold out |
| 49 | RSJN | Ft Vest US Eqt Eq Wgt Buf Jn | -0.7% | EXIT | Sold out |
| 50 | TJX | Tjx Companies Inc | -1.6% | 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 140 disclosed positions in Q4 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, CAT) accounted for 10.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
NEM
市值: $2.2M
Top Position Liquidated / Trimmed
TJX
前期市值: $2.3M
During Q4 2024, Secured Retirement Advisors, LLC's top holdings by market value included STXF (2.7%)、UNH (2.7%)、CAT (2.5%). The largest single position, STXF, represented 2.7% of total portfolio value.
In Q4 2024, Secured Retirement Advisors, LLC made 50 total portfolio adjustments, initiating 35 new buys, adding to 7 positions, trimming 2 holdings, and fully liquidating 6 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.
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Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.