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CIK: 0002012356
Total reported value
$194.9M
$194.9M
125 檔
18.2%
At the close of Q4 2025, Secured Retirement Advisors, LLC disclosed equity holdings valued at approximately $194.9M, spread across 125 reported holdings.
In Q4 2025, Secured Retirement Advisors, LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STXF | Strive 500 ETF | ETF-Other | 4.82% | +0.02% | -9.47% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.13% | -0.16% | +1.11% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.91% | +0.02% | +2.66% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.83% | +0.11% | +1.99% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.09% | -0.35% | +3.31% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.45% | -0.66% | -2.54% | |
| 7 | GLW | Corning Inc | Stock-Tech | 2.29% | -1.81% | -12.65% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | -0.38% | -0.98% | |
| 9 | ED | Consolidated Edison Inc | Stock-Utilities | 1.87% | -2.12% | EXIT | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.65% | -0.15% | +2.49% | |
| 11 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.62% | -1.76% | EXIT | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.53% | -0.04% | -8.80% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.51% | -0.31% | +5.49% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.42% | -1.31% | -0.62% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.42% | +0.75% | +1.47% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.40% | +1.09% | +7.37% | |
| 17 | ITW | Illinois Tool Works | Stock-Industrials | 1.39% | -1.52% | EXIT | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.33% | -0.21% | -8.83% | |
| 19 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.30% | -0.57% | +3.94% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.27% | -1.81% | EXIT | |
| 21 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.25% | -0.02% | -6.37% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.18% | +0.01% | -4.86% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.18% | -0.04% | +4.29% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.15% | -0.68% | -13.55% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.11% | +0.08% | +8.84% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.10% | -0.56% | +4.21% | |
| 27 | C | Citigroup Inc | Stock-Financials | 1.06% | -0.42% | +3.72% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.06% | -0.14% | +1.32% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | +0.53% | +5.08% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 1.01% | +0.33% | -1.79% | |
| 31 | UHS | Universal Health Services-b | Stock-Healthcare | 0.95% | — | +2.38% | |
| 32 | COHR | Coherent CORP | Stock-Tech | 0.94% | -0.01% | -30.52% | |
| 33 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.94% | -1.02% | EXIT | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.93% | +0.59% | -5.54% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | +0.03% | +1.71% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.85% | -0.82% | +4.55% | |
| 37 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.85% | -0.04% | -8.49% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.85% | -0.18% | -3.60% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.84% | -0.27% | +288.57% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.84% | — | +19.77% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.82% | +0.96% | -32.73% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.81% | -0.27% | +3.96% | |
| 43 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.78% | -0.11% | -7.51% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.76% | +0.20% | NEW | |
| 45 | TT | Trane Technologies plc | Stock-Industrials | 0.76% | — | +5.94% | |
| 46 | BPOP | Popular Inc | Stock-Financials | 0.75% | +0.09% | -7.85% | |
| 47 | STXE | Strive Em Markets Ex-china | ETF-Emerging Markets | 0.72% | -0.10% | -8.70% | |
| 48 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.71% | -0.07% | +2.54% | |
| 49 | CTA | Simplify Managed Futures St | ETF-Other | 0.71% | -0.14% | +4.59% | |
| 50 | USB | US Bancorp | Stock-Financials | 0.69% | +0.04% | -7.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LMT | Lockheed Martin CORP | +0.6% | +288.57% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -2.54% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.4% | +8.84% | Add |
| 4 | AAPL | Apple Inc | +0.3% | +1.99% | Add |
| 5 | MRK | Merck & Co. Inc. | +0.3% | -0.62% | Trim |
| 6 | C | Citigroup Inc | +0.2% | +3.72% | Add |
| 7 | COHR | Coherent CORP | +0.2% | -30.52% | Trim |
| 8 | XOM | Exxon Mobil CORP | +0.2% | +6.03% | Add |
| 9 | BA | Boeing Co/the | +0.2% | +19.77% | Add |
| 10 | BNY | Bank Of New York Mellon CORP | +0.1% | +3.94% | Add |
| 11 | WMT | Walmart Inc | +0.1% | +4.21% | Add |
| 12 | AVGO | Broadcom Inc | +0.1% | +2.49% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +5.49% | Add |
| 14 | RTX | Rtx CORP | +0.1% | +3.96% | Add |
| 15 | BOND | Pimco Active Bond Exchange-t | +0.1% | +3.31% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | -0.98% | Trim |
| 17 | AMD | Advanced Micro Devices | +0.1% | -2.61% | Trim |
| 18 | UHS | Universal Health Services-b | +0.1% | +2.38% | Add |
| 19 | V | Visa Inc-class A Shares | +0.1% | +5.08% | Add |
| 20 | GNOV | Ft Vest US Equity Moderate B | -0.1% | -14.80% | Trim |
| 21 | MTCH | Match Group Inc | -0.1% | -4.87% | Trim |
| 22 | SDVY | First Trust Smid Cap Rising | -0.1% | -8.49% | Trim |
| 23 | SAUG | Ft Vest US Small Cap Moderat | -0.1% | -11.30% | Trim |
| 24 | OCTW | Alianzim US Eq Bfr20 Oct-usd | -0.1% | -12.27% | Trim |
| 25 | NDEC | In Gro-100 Pwr Buf ETF - Dec | -0.1% | -20.42% | Trim |
| 26 | BKR | Baker Hughes Co | -0.1% | -6.48% | Trim |
| 27 | BPOP | Popular Inc | -0.1% | -7.85% | Trim |
| 28 | XOCT | Ft Vest US Equity Enhance & | -0.1% | -12.18% | Trim |
| 29 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -8.83% | Trim |
| 30 | ONL | Orion Properties Inc. | -0.1% | -9.33% | Trim |
| 31 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | -7.08% | Trim |
| 32 | LEN | Lennar Corp-a | -0.1% | +7.54% | Add |
| 33 | IBM | Intl Business Machines CORP | -0.1% | -13.55% | Trim |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | -8.80% | Trim |
| 35 | RSSE | Ft Vest US Equi Eq W ETF - S | -0.1% | -23.67% | Trim |
| 36 | GNRC | Generac Holdings Inc | -0.2% | -6.41% | Trim |
| 37 | BGLD | Ft Vest Gold Strategy Quarte | -0.2% | -11.62% | Trim |
| 38 | SONY | Sony Group CORP - Sp Adr | -0.2% | -8.29% | Trim |
| 39 | MSFT | Microsoft CORP | -0.2% | +2.66% | Add |
| 40 | GLW | Corning Inc | -0.2% | -12.65% | Trim |
| 41 | CAT | Caterpillar Inc | -0.2% | -32.73% | Trim |
| 42 | NEM | Newmont CORP | -0.2% | -33.88% | Trim |
| 43 | BWXT | Bwx Technologies Inc | -0.3% | -28.44% | Trim |
| 44 | STXF | Strive 500 ETF | -0.4% | -9.47% | Trim |
| 45 | ORCL | Oracle CORP | -0.4% | -3.60% | Trim |
| 46 | GM | General Motors Co | — | EXIT | Sold out |
| 47 | ZTS | Zoetis Inc | — | NEW | New buy |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 49 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 50 | OKE | Oneok Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Secured Retirement Advisors, LLC reported a total U.S. public equity portfolio value of $194.9M across 125 disclosed positions in Q4 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 18.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
ZTS
市值: $844.3K
Top Position Liquidated / Trimmed
GM
前期市值: $1.2M
During Q4 2025, Secured Retirement Advisors, LLC's top holdings by market value included STXF (4.8%)、NVDA (4.1%)、MSFT (3.9%). The largest single position, STXF, represented 4.8% of total portfolio value.
In Q4 2025, Secured Retirement Advisors, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 16 positions, trimming 29 holdings, and fully liquidating 1 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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