Secured Retirement Advisors, LLC Purchases in Q3 2024

Secured Retirement Advisors, LLC

  • $139 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
32K
New
N/A
32K $1.03B
First Tr Exchng Traded Fd Vi
25.6K
New
N/A
25.6K $906M
UNH
Unitedhealth Group Inc

Healthcare
111
+ 1.25%
$488.01 - $604.18 $54.2K - $67.1K
9K $5.26B
NJUL
Innovator Growth 100 Power Buf

Technology
11.2K
New
$56.73 - $60.88 $634K - $681K
11.2K $680M
First Tr Exchng Traded Fd Vi
24.6K
+ 190.69%
N/A
37.5K $877M
Aim ETF Products Trust
21.7K
New
N/A
21.7K $568M
CAT
Caterpillar Inc

Industrials
250
+ 3.15%
$316.8 - $391.12 $79.2K - $97.8K
8.19K $3.2B
V
Visa Inc.

Financial Services
1.7K
+ 32.04%
$253.74 - $291.56 $431K - $495K
6.99K $1.92B
AMGN
Amgen Inc

Healthcare
1.49K
+ 31.59%
$309.38 - $337.38 $462K - $504K
6.22K $2.01B
SFLR
Innovator Etfs Tr Equity Manag
15.3K
New
N/A
15.3K $485M
Innovator Etfs Trust
18.5K
New
N/A
18.5K $474M
LOW
Lowes Companies Inc

Consumer Cyclical
293
+ 3.87%
$213.3 - $270.78 $62.5K - $79.3K
7.87K $2.13B
Aim ETF Products Trust
16.7K
New
N/A
16.7K $453M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.59K
+ 61.67%
$233.4 - $302.36 $370K - $479K
4.16K $1.13B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.87K
+ 18.11%
$76.38 - $78.87 $295K - $305K
25.2K $1.98B
First Tr Exchng Traded Fd Vi
16.7K
New
N/A
16.7K $341M
GTLS
Chart Industries Inc

Industrials
3.4K
+ 62.87%
$106.83 - $168.99 $363K - $574K
8.8K $1.09B
Aim ETF Products Trust
10.1K
+ 73.78%
N/A
23.7K $684M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.05K
New
$36.98 - $41.55 $261K - $293K
7.05K $290M
TMO
Thermo Fisher Scientific Inc.

Healthcare
133
+ 4.39%
$531.86 - $624.21 $70.7K - $83K
3.17K $1.96B
VTI
Vanguard Total Stock Market Et

ETFs
505
+ 5.91%
$255.18 - $283.2 $129K - $143K
9.04K $2.56B
TRGP
Targa Resources Corp.

Energy
310
+ 2.63%
$127.86 - $156.46 $39.6K - $48.5K
12.1K $1.79B
ABT
Abbott Laboratories

Healthcare
887
+ 5.29%
$100.07 - $118.13 $88.8K - $105K
17.7K $2.01B
ENSG
Ensign Group, Inc

Healthcare
347
+ 3.58%
$124.14 - $153.65 $43.1K - $53.3K
10K $1.44B
PAYC
Paycom Software, Inc.

Technology
666
+ 11.67%
$140.16 - $173.86 $93.3K - $116K
6.37K $1.06B
HD
Home Depot, Inc.

Consumer Cyclical
573
New
$333.64 - $405.2 $191K - $232K
573 $232M
QJUN
First Tr ETF
8.35K
New
$24.85 - $27.22 $207K - $227K
8.35K $226M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.92K
+ 5.17%
$50.25 - $50.74 $197K - $199K
79.9K $4.05B
IRM
Iron Mountain Inc

Real Estate
1.85K
New
$89.69 - $119.32 $166K - $220K
1.85K $219M
TRV
Travelers Companies, Inc.

Financial Services
926
New
$201.87 - $242.35 $187K - $224K
926 $217M
CSCO
Cisco Systems, Inc.

Technology
4.06K
New
$44.74 - $53.22 $182K - $216K
4.06K $216M
COST
Costco Wholesale Corp

Consumer Defensive
123
+ 4.26%
$801.83 - $917.05 $98.6K - $113K
3.01K $2.67B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
464
New
$405.19 - $478.57 $188K - $222K
464 $214M
First Tr Exchng Traded Fd Vi
8.62K
New
N/A
8.62K $212M
VO
Vanguard Mid Cap ETF

ETFs
801
New
$237.84 - $263.83 $191K - $211K
801 $211M
TJX
Tjx Companies Inc

Consumer Cyclical
595
+ 3.19%
$107.93 - $120.23 $64.2K - $71.5K
19.3K $2.26B
Innovator Etfs Trust
7.96K
New
N/A
7.96K $208M
AWK
American Water Works Company, Inc.

Utilities
453
+ 5.77%
$127.76 - $149.9 $57.9K - $67.9K
8.3K $1.21B
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
4.54K
+ 28.15%
$35.91 - $38.04 $163K - $173K
20.6K $785M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
3.86K
+ 12.82%
$23.06 - $26.41 $88.9K - $102K
33.9K $883M
PLD
Prologis, Inc.

Real Estate
511
+ 5.68%
$111.95 - $132.43 $57.2K - $67.7K
9.51K $1.2B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.96K
+ 25.22%
$69.16 - $76.64 $135K - $150K
9.72K $731M
YJUN
First Tr Exchange Traded Fd Vi
6.9K
+ 29.79%
$21.48 - $23.09 $148K - $159K
30K $687M
APO
Apollo Global Management, Inc.

Financial Services
751
+ 6.91%
$99.16 - $125.81 $74.5K - $94.5K
11.6K $1.45B
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
5.47K
+ 25.05%
$23.84 - $25.78 $130K - $141K
27.3K $697M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.35K
+ 1.13%
$28.1 - $29.89 $38K - $40.4K
121K $3.61B
HBAN
Huntington Bancshares Inc

Financial Services
10.6K
New
$12.84 - $15.15 $136K - $161K
10.6K $156M
FCX
Freeport Mcmoran Inc

Basic Materials
1.85K
+ 4.33%
$39.52 - $51.92 $72.9K - $95.8K
44.5K $2.22B
JPM
Jpmorgan Chase & CO

Financial Services
290
+ 2.87%
$194.9 - $224.8 $56.5K - $65.2K
10.4K $2.19B
Activity Summary
Buys All Purchases 81 New Holdings 20 Increased Positions 61 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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