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
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.4K
+ 8.76%
$54.98 - $59.51 $76.8K - $83.1K
17.3K $1.03B
MNST
Monster Beverage Corp

Consumer Defensive
1.53K
+ 7.7%
$45.01 - $52.47 $68.9K - $80.3K
21.4K $1.12B
QDEF
Flexshares Quality Div Defensi

ETFs
112
+ 0.58%
$65.13 - $71.51 $7.29K - $8.01K
19.5K $1.39B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.15K
+ 14.13%
$48.06 - $49.39 $103K - $106K
17.4K $856M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.21K
+ 16.32%
$58.03 - $65.37 $69.9K - $78.8K
8.59K $556M
TSLA
Tesla, Inc.

Consumer Cyclical
54
+ 4.13%
$191.76 - $263.26 $10.4K - $14.2K
1.36K $356M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
2.4K
+ 3.41%
$30.53 - $33.02 $73.1K - $79.1K
72.6K $2.37B
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
1.45K
+ 5.12%
$20.42 - $22.85 $29.6K - $33.1K
29.7K $671M
PANW
Palo Alto Networks Inc

Technology
212
+ 3.48%
$294.18 - $368.01 $62.4K - $78K
6.31K $2.16B
APTV
Aptiv PLC

Consumer Cyclical
870
+ 6.68%
$65.39 - $74.24 $56.9K - $64.6K
13.9K $1B
IBM
International Business Machines Corp

Technology
41
+ 3.25%
$175.1 - $223.38 $7.18K - $9.16K
1.3K $288M
TTWO
Take Two Interactive Software Inc

Communication Services
530
+ 7.43%
$135.67 - $161.71 $71.9K - $85.7K
7.66K $1.18B
ABBV
Abb Vie Inc.

Healthcare
44
+ 3.08%
$163.84 - $199.33 $7.21K - $8.77K
1.47K $291M
STLD
Steel Dynamics Inc

Basic Materials
613
+ 6.08%
N/A
10.7K $1.35B
ECL
Ecolab Inc.

Basic Materials
51
+ 3.84%
$228.86 - $255.76 $11.7K - $13K
1.38K $352M
XOM
Exxon Mobil Corp

Energy
238
+ 7.95%
$109.72 - $119.0 $26.1K - $28.3K
3.23K $379M
CL
Colgate Palmolive CO

Consumer Defensive
57
+ 1.89%
$95.54 - $108.77 $5.45K - $6.2K
3.07K $319M
WM
Waste Management Inc

Industrials
294
+ 4.73%
$196.96 - $223.45 $57.9K - $65.7K
6.52K $1.35B
AOA
Ishares Tr Core Aggressive All

ETFs
66
+ 1.41%
$72.11 - $79.05 $4.76K - $5.22K
4.73K $374M
DAL
Delta Air Lines, Inc.

Industrials
39
+ 0.92%
$37.32 - $51.8 $1.46K - $2.02K
4.3K $218M
AMZN
Amazon Com Inc

Consumer Cyclical
443
+ 3.74%
$161.02 - $200.0 $71.3K - $88.6K
12.3K $2.29B
HON
Honeywell International Inc

Industrials
30
+ 0.58%
$196.73 - $220.21 $5.9K - $6.61K
5.21K $1.08B
MSFT
Microsoft Corp

Technology
209
+ 2.81%
$395.15 - $467.56 $82.6K - $97.7K
7.65K $3.29B
CVX
Chevron Corp

Energy
552
+ 4.33%
$137.88 - $161.97 $76.1K - $89.4K
13.3K $1.96B
SCHW
Schwab Charles Corp

Financial Services
1.67K
+ 6.44%
$61.74 - $76.08 $103K - $127K
27.6K $1.79B
OXY
Occidental Petroleum Corp

Energy
1.52K
+ 7.95%
$49.91 - $63.73 $75.7K - $96.6K
20.6K $1.06B
GOOGL
Alphabet Inc.

Communication Services
279
+ 2.27%
$148.65 - $191.18 $41.5K - $53.3K
12.6K $2.09B
SNPS
Synopsys Inc

Technology
231
+ 6.81%
$463.97 - $621.3 $107K - $144K
3.62K $1.84B
QCOM
Qualcomm Inc

Technology
531
+ 4.71%
$156.12 - $209.64 $82.9K - $111K
11.8K $2.01B
AMAT
Applied Materials Inc

Technology
251
+ 2.38%
$174.88 - $254.97 $43.9K - $64K
10.8K $2.18B
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
Track This Portfolio

Track Secured Retirement Advisors, LLC Portfolio

Follow Secured Retirement Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Secured Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secured Retirement Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email