Secured Retirement Advisors, LLC Incresed Positions in Q3 2025

Secured Retirement Advisors, LLC

  • $179 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
387
+ 1.59%
$202.38 - $256.87 $78.3K - $99.4K
24.7K $6.3B
NVDA
Nvidia Corp

Technology
194
+ 0.5%
$153.3 - $186.58 $29.7K - $36.2K
39.2K $7.32B
MRK
Merck & Co., Inc.

Healthcare
11.8K
+ 94.27%
$77.6 - $87.37 $915K - $1.03M
24.3K $2.04B
ED
Consolidated Edison Inc

Utilities
8.86K
+ 38.16%
$95.57 - $105.36 $847K - $934K
32.1K $3.22B
CL
Colgate Palmolive CO

Consumer Defensive
13.4K
+ 62.82%
$79.36 - $93.33 $1.06M - $1.25M
34.7K $2.77B
AVGO
Broadcom Inc.

Technology
816
+ 10.83%
$264.74 - $369.57 $216K - $302K
8.35K $2.76B
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
5.76K
+ 127.29%
$90.62 - $107.71 $522K - $620K
10.3K $1.01B
BK
Bank Of New York Mellon Corp

Financial Services
2.25K
+ 13.22%
$90.65 - $109.75 $204K - $246K
19.2K $2.1B
TEX
Terex Corp

Industrials
6.48K
+ 37.53%
$48.36 - $53.52 $313K - $347K
23.8K $1.22B
ITW
Illinois Tool Works Inc

Industrials
889
+ 10.25%
$252.31 - $269.41 $224K - $240K
9.56K $2.49B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
447
+ 9.86%
$459.11 - $506.91 $205K - $227K
4.98K $2.5B
C
Citigroup Inc

Financial Services
349
+ 2.28%
$85.57 - $103.49 $29.9K - $36.1K
15.7K $1.59B
RTX
Raytheon Technologies Corp

Industrials
636
+ 9.14%
$144.19 - $167.33 $91.7K - $106K
7.6K $1.27B
LEN
Lennar Corp

Consumer Cyclical
708
+ 6.86%
$107.73 - $142.4 $76.3K - $101K
11K $1.39B
WMT
Walmart Inc.

Consumer Defensive
1.27K
+ 8.07%
$94.4 - $104.27 $120K - $132K
17K $1.75B
LLY
Eli Lilly & CO

Healthcare
281
+ 19.86%
$625.65 - $812.69 $176K - $228K
1.7K $1.29B
MO
Altria Group, Inc.

Consumer Defensive
2.11K
+ 45.3%
$57.75 - $67.68 $122K - $143K
6.76K $447M
ABBV
Abb Vie Inc.

Healthcare
488
+ 43.0%
$184.85 - $231.54 $90.2K - $113K
1.62K $376M
HD
Home Depot, Inc.

Consumer Cyclical
319
+ 46.57%
$357.4 - $423.42 $114K - $135K
1K $407M
LMT
Lockheed Martin Corp

Industrials
235
+ 41.23%
$410.74 - $499.21 $96.5K - $117K
805 $402M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
620
+ 0.89%
$31.79 - $33.42 $19.7K - $20.7K
70K $2.34B
PEP
Pepsico Inc

Consumer Defensive
694
+ 25.05%
$133.81 - $152.16 $92.9K - $106K
3.46K $486M
VZ
Verizon Communications Inc

Communication Services
2.6K
+ 38.81%
$40.84 - $45.06 $106K - $117K
9.28K $408M
YUM
Yum Brands Inc

Consumer Cyclical
492
+ 4.95%
$139.5 - $153.94 $68.6K - $75.7K
10.4K $1.58B
BMY
Bristol Myers Squibb CO

Healthcare
2.49K
+ 53.13%
$43.31 - $48.98 $108K - $122K
7.17K $323M
USB
Us Bancorp \De\

Financial Services
536
+ 2.2%
$43.94 - $50.41 $23.6K - $27K
24.9K $1.2B
TT
Trane Technologies PLC

Industrials
310
+ 10.43%
$398.96 - $472.54 $124K - $146K
3.28K $1.38B
F
Ford Motor CO

Consumer Cyclical
5.64K
+ 37.29%
$10.82 - $12.09 $61K - $68.2K
20.8K $248M
TXN
Texas Instruments Inc

Technology
567
+ 40.82%
N/A
1.96K $359M
JCI
Johnson Controls International PLC

Industrials
177
+ 1.8%
$103.24 - $111.73 $18.3K - $19.8K
10K $1.1B
COP
Conocophillips

Energy
448
+ 19.44%
$91.0 - $98.99 $40.8K - $44.3K
2.75K $260M
EOG
Eog Resources Inc

Energy
515
+ 28.6%
$112.12 - $126.1 $57.7K - $64.9K
2.32K $260M
KO
Coca Cola CO

Consumer Defensive
373
+ 11.39%
$65.67 - $71.67 $24.5K - $26.7K
3.65K $242M
AMCR
Amcor PLC

Consumer Cyclical
2.31K
+ 19.09%
$7.97 - $9.94 $18.4K - $23K
14.4K $118M
V
Visa Inc.

Financial Services
195
+ 4.14%
$332.09 - $358.86 $64.8K - $70K
4.9K $1.67B
Activity Summary
Buys All Purchases 46 New Holdings 10 Increased Positions 36 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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