Secured Retirement Advisors, LLC Portfolio Holdings

Secured Retirement Advisors, LLC

  • $155 Billion
  • Q1 2025

Secured Retirement Advisors, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Ser Tr Strive 500 ETF with a value of $8.6B, Nvidia Corp with a value of $5.55B, Microsoft Corp with a value of $5.47B, Apple Inc. with a value of $5.23B, and Pimco Active Bond Exchange Tra with a value of $5.04B.

Examining the 13F form we can see an decrease of $19.4B in the current position value, from $175B to 155B.

Secured Retirement Advisors, LLC is based out at St Louis Park, MN

Below you can find more details about Secured Retirement Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $155 Billion
Technology: $31 Billion
ETFs: $29.1 Billion
Financial Services: $16.1 Billion
Industrials: $13.5 Billion
Communication Services: $9.65 Billion
Consumer Cyclical: $8.99 Billion
Consumer Defensive: $4.86 Billion
Healthcare: $4.77 Billion
Other: $9.68 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$8.6 Billion 5.54% of portfolio
-
Q1 2025 Added 90.11%
$352B
$5.55 Billion 3.58% of portfolio
51,246
Q1 2025 Added 305.4%
$3.45T
$5.47 Billion 3.53% of portfolio
14,575
Q1 2025 Added 83.98%
$3.27T
$5.23 Billion 3.37% of portfolio
23,564
Q1 2025 Added 159.03%
$0
$5.04 Billion 3.25% of portfolio
54,470
Q1 2025 New
$2.1T
$3.17 Billion 2.04% of portfolio
16,662
Q1 2025 Added 36.31%
J P Morgan Exchange Traded F
-
$3.04 Billion 1.96% of portfolio
-
Q1 2025 New
$43B
$2.88 Billion 1.85% of portfolio
62,836
Q1 2025 Added 62.67%
$0
$2.73 Billion 1.76% of portfolio
53,366
Q1 2025 New
$0
$2.56 Billion 1.65% of portfolio
58,960
Q1 2025 Reduced 0.28%
$1.5T
$2.5 Billion 1.61% of portfolio
4,343
Q1 2025 New
$555B
$2.26 Billion 1.46% of portfolio
4,129
Q1 2025 New
$993B
$2.19 Billion 1.41% of portfolio
14,178
Q1 2025 Reduced 8.29%
$0
$2.14 Billion 1.38% of portfolio
27,330
Q1 2025 Added 12.95%
$75.3B
$2.1 Billion 1.35% of portfolio
8,460
Q1 2025 New
$0
$2 Billion 1.29% of portfolio
7,293
Q1 2025 Reduced 14.25%
$781B
$1.92 Billion 1.23% of portfolio
7,809
Q1 2025 Reduced 19.22%
$273B
$1.78 Billion 1.15% of portfolio
10,649
Q1 2025 Reduced 26.46%
$0
$1.74 Billion 1.12% of portfolio
33,680
Q1 2025 Reduced 16.65%
$264B
$1.73 Billion 1.12% of portfolio
28,040
Q1 2025 Added 0.48%
$167B
$1.72 Billion 1.11% of portfolio
11,170
Q1 2025 Reduced 43.73%
$36.6B
$1.62 Billion 1.05% of portfolio
14,692
Q1 2025 New
$33.1B
$1.56 Billion 1.01% of portfolio
61,465
Q1 2025 Reduced 2.94%
$0
$1.57 Billion 1.01% of portfolio
46,740
Q1 2025 Reduced 38.05%
$282B
$1.55 Billion 1.0% of portfolio
2,962
Q1 2025 Reduced 68.02%
$648B
$1.55 Billion 1.0% of portfolio
2,906
Q1 2025 Added 515.68%
$104B
$1.53 Billion 0.99% of portfolio
9,151
Q1 2025 New
$598B
$1.52 Billion 0.98% of portfolio
4,341
Q1 2025 Reduced 40.83%
$41B
$1.44 Billion 0.93% of portfolio
9,170
Q1 2025 New
$167B
$1.44 Billion 0.93% of portfolio
2,838
Q1 2025 New
Ea Series Trust
-
$1.45 Billion 0.93% of portfolio
-
Q1 2025 Reduced 21.41%
$184B
$1.43 Billion 0.92% of portfolio
4,324
Q1 2025 Reduced 63.47%
$234B
$1.41 Billion 0.91% of portfolio
10,642
Q1 2025 Reduced 43.47%
$100B
$1.4 Billion 0.9% of portfolio
4,165
Q1 2025 Reduced 10.0%
$72.2B
$1.39 Billion 0.9% of portfolio
16,590
Q1 2025 New
$7.66B
$1.38 Billion 0.89% of portfolio
14,887
Q1 2025 Reduced 1.96%
$238B
$1.37 Billion 0.88% of portfolio
5,503
Q1 2025 Reduced 17.57%
$271B
$1.35 Billion 0.87% of portfolio
15,326
Q1 2025 New
$1.09T
$1.35 Billion 0.87% of portfolio
5,212
Q1 2025 Added 86.41%
First Tr Exchng Traded Fd Vi
-
$1.34 Billion 0.86% of portfolio
-
Q1 2025 Added 7.39%
$43.9B
$1.31 Billion 0.85% of portfolio
27,179
Q1 2025 Reduced 53.12%
$542B
$1.3 Billion 0.84% of portfolio
1,396
Q1 2025 New
$153B
$1.28 Billion 0.83% of portfolio
34,749
Q1 2025 New
First Tr Exchng Traded Fd Vi
-
$1.23 Billion 0.79% of portfolio
-
Q1 2025 Added 7.28%
Innovator Etfs Trust
-
$1.22 Billion 0.79% of portfolio
-
Q1 2025 Added 13.31%
$0
$1.2 Billion 0.78% of portfolio
23,724
Q1 2025 New
$0
$1.21 Billion 0.78% of portfolio
40,841
Q1 2025 New
$65.9B
$1.2 Billion 0.77% of portfolio
28,479
Q1 2025 Added 13.68%
$40.7B
$1.2 Billion 0.77% of portfolio
8,316
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $155 Billion
  • Prior Value $175 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 33 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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