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CIK: 0002012356
Total reported value
$194.9M
$194.9M
116 檔
15.3%
According to the latest 13F quarterly dataset, Secured Retirement Advisors, LLC managed an equity portfolio of $194.9M at the end of Q1 2025, spanning 116 distinct U.S. exchange-listed positions.
In Q1 2025, Secured Retirement Advisors, LLC adopted a defensive or profit-taking posture, trimming 9 positions and completely liquidating 21 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STXF | Strive 500 ETF | ETF-Other | 5.54% | +0.02% | +90.11% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.58% | -0.16% | +305.40% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.53% | +0.02% | +83.98% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.37% | +0.11% | +159.03% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.25% | -0.35% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | -0.38% | +36.31% | |
| 7 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.96% | -0.04% | — | |
| 8 | GLW | Corning Inc | Stock-Tech | 1.85% | -1.81% | +62.67% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.76% | -0.04% | — | |
| 10 | IHDG | Wisdomtree International Hed | ETF-Other | 1.65% | — | -0.28% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | +1.09% | — | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.46% | -0.04% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | -0.66% | -8.29% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.38% | -0.14% | +12.95% | |
| 15 | ITW | Illinois Tool Works | Stock-Industrials | 1.35% | -1.52% | EXIT | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.29% | +0.01% | -14.25% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | -0.31% | -19.22% | |
| 18 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.23% | -1.76% | EXIT | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.15% | -0.82% | -26.46% | |
| 20 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.12% | -0.11% | -16.65% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.12% | +0.59% | +0.48% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.11% | +0.33% | -43.73% | |
| 23 | ED | Consolidated Edison Inc | Stock-Utilities | 1.05% | -2.12% | EXIT | |
| 24 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.01% | -0.04% | -38.05% | |
| 25 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 1.01% | — | -2.94% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.00% | -0.33% | -68.02% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | +0.75% | +515.68% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | -0.15% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | +0.53% | -40.83% | |
| 30 | STXE | Strive Em Markets Ex-china | ETF-Emerging Markets | 0.93% | -0.10% | -21.41% | |
| 31 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.93% | -1.02% | EXIT | |
| 32 | SPGI | S&p Global Inc | Stock-Financials | 0.93% | +0.67% | NEW | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.92% | +0.96% | -63.47% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.91% | +0.20% | NEW | |
| 35 | TT | Trane Technologies plc | Stock-Industrials | 0.90% | — | -10.00% | |
| 36 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.90% | -0.57% | — | |
| 37 | BPOP | Popular Inc | Stock-Financials | 0.89% | +0.09% | -1.96% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.88% | -0.68% | -17.57% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | +0.03% | +86.41% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.87% | -0.56% | — | |
| 41 | XOCT | Ft Vest US Equity Enhance & | ETF-Other | 0.86% | -0.01% | +7.39% | |
| 42 | NEM | Newmont CORP | Stock-Materials | 0.85% | +0.33% | -53.12% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.84% | -0.55% | EXIT | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.83% | +0.17% | NEW | |
| 45 | SAUG | Ft Vest US Small Cap Moderat | ETF-Small Cap | 0.79% | -0.06% | +7.28% | |
| 46 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.79% | -0.05% | +13.31% | |
| 47 | CTA | Simplify Managed Futures St | ETF-Other | 0.78% | -0.14% | — | |
| 48 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.78% | -0.07% | — | |
| 49 | USB | US Bancorp | Stock-Financials | 0.77% | +0.04% | +13.68% | |
| 50 | EA | Electronic Arts Inc | Stock-Comm Services | 0.77% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BOND | Pimco Active Bond Exchange-t | +3.3% | NEW | New buy |
| 2 | STXF | Strive 500 ETF | +2.8% | +90.11% | Add |
| 3 | NVDA | Nvidia CORP | +2.6% | +305.40% | Add |
| 4 | AAPL | Apple Inc | +2.1% | +159.03% | Add |
| 5 | HELO | Jpmorgan Hedged Equity ETF | +2% | NEW | New buy |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | +1.8% | NEW | New buy |
| 7 | MSFT | Microsoft CORP | +1.6% | +83.98% | Add |
| 8 | META | Meta Platforms Inc-class A | +1.6% | NEW | New buy |
| 9 | MA | Mastercard Inc - A | +1.5% | NEW | New buy |
| 10 | ITW | Illinois Tool Works | +1.4% | NEW | New buy |
| 11 | CL | Colgate-palmolive Co | +1.1% | +564.26% | Add |
| 12 | ED | Consolidated Edison Inc | +1.1% | NEW | New buy |
| 13 | AVGO | Broadcom Inc | +1% | NEW | New buy |
| 14 | YUM | Yum! Brands Inc | +0.9% | NEW | New buy |
| 15 | SPGI | S&p Global Inc | +0.9% | NEW | New buy |
| 16 | BNY | Bank Of New York Mellon CORP | +0.9% | NEW | New buy |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.9% | +515.68% | Add |
| 18 | WMT | Walmart Inc | +0.9% | NEW | New buy |
| 19 | NFLX | Netflix Inc | +0.8% | NEW | New buy |
| 20 | CMCSA | Comcast Corp-class A | +0.8% | NEW | New buy |
| 21 | QCOM | Qualcomm Inc | -0.6% | -43.73% | Trim |
| 22 | LOW | Lowe's Cos Inc | -0.7% | -62.92% | Trim |
| 23 | APTV | Aptiv PLC | -0.7% | EXIT | Sold out |
| 24 | PANW | Palo Alto Networks Inc | -0.7% | -57.73% | Trim |
| 25 | QDEF | Flexshares Quality Dividend | -0.7% | EXIT | Sold out |
| 26 | PLD | Prologis Inc | -0.7% | EXIT | Sold out |
| 27 | OXY | Occidental Petroleum CORP | -0.8% | EXIT | Sold out |
| 28 | PAYC | Paycom Software Inc | -0.8% | EXIT | Sold out |
| 29 | ENSG | Ensign Group Inc/the | -0.8% | EXIT | Sold out |
| 30 | BCD | Abrdn Bloomberg All Commodit | -0.8% | -67.59% | Trim |
| 31 | WM | Waste Management Inc | -0.8% | EXIT | Sold out |
| 32 | ICOW | Pacer Developed Markets Inte | -0.8% | EXIT | Sold out |
| 33 | TTWO | Take-two Interactive Softwre | -0.8% | EXIT | Sold out |
| 34 | CEG | Constellation Energy | -0.9% | EXIT | Sold out |
| 35 | GTLS | Chart Industries Inc | -0.9% | EXIT | Sold out |
| 36 | APO | Apollo Global Management Inc | -0.9% | EXIT | Sold out |
| 37 | LULU | Lululemon Athletica Inc | -0.9% | EXIT | Sold out |
| 38 | TRGP | Targa Resources CORP | -1% | EXIT | Sold out |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | -1.1% | EXIT | Sold out |
| 40 | FCX | Freeport-mcmoran Inc | -1.1% | EXIT | Sold out |
| 41 | AMD | Advanced Micro Devices | -1.1% | EXIT | Sold out |
| 42 | SNPS | Synopsys Inc | -1.1% | EXIT | Sold out |
| 43 | AMAT | Applied Materials Inc | -1.1% | EXIT | Sold out |
| 44 | TMO | Thermo Fisher Scientific Inc | -1.1% | EXIT | Sold out |
| 45 | GGG | Graco Inc | -1.2% | EXIT | Sold out |
| 46 | COST | Costco Wholesale CORP | -1.3% | -91.17% | Trim |
| 47 | CAT | Caterpillar Inc | -1.5% | -63.47% | Trim |
| 48 | BUFR | Ft Vest Lad Buffervetf-usd I | -1.6% | -79.17% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -1.7% | -68.02% | Trim |
| 50 | JPST | Jpmorgan Ultra-short Income | -1.7% | -79.02% | Trim |
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 Q1 2025.
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, NVDA, MSFT) accounted for 15.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
BOND
市值: $5.0M
Top Position Liquidated / Trimmed
GGG
前期市值: $2.2M
During Q1 2025, Secured Retirement Advisors, LLC's top holdings by market value included STXF (5.5%)、NVDA (3.6%)、MSFT (3.5%). The largest single position, STXF, represented 5.5% of total portfolio value.
In Q1 2025, Secured Retirement Advisors, LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 6 positions, trimming 9 holdings, and fully liquidating 21 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.
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