Secured Retirement Advisors, LLC Incresed Positions in Q2 2025

Secured Retirement Advisors, LLC

  • $168 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
44.5K
+ 178.59%
$27.3 - $31.8 $1.21M - $1.42M
69.4K $2.21B
IBM
International Business Machines Corp

Technology
2.53K
+ 45.99%
$221.03 - $294.78 $559K - $746K
8.03K $2.37B
META
Meta Platforms, Inc.

Communication Services
179
+ 4.12%
$484.66 - $738.09 $86.8K - $132K
4.52K $3.34B
ED
Consolidated Edison Inc

Utilities
8.53K
+ 58.05%
$98.05 - $113.3 $836K - $966K
23.2K $2.33B
UNH
Unitedhealth Group Inc

Healthcare
4.14K
+ 139.91%
$274.35 - $599.47 $1.14M - $2.48M
7.11K $2.22B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.63K
+ 56.06%
$483.48 - $539.8 $788K - $879K
4.54K $2.2B
BA
Boeing CO

Industrials
2.08K
+ 54.51%
$136.59 - $217.51 $285K - $453K
5.91K $1.24B
NFLX
Netflix Inc

Communication Services
13
+ 0.93%
$855.86 - $1339.13 $11.1K - $17.4K
1.41K $1.89B
AMZN
Amazon Com Inc

Consumer Cyclical
203
+ 1.22%
$167.32 - $223.3 $34K - $45.3K
16.9K $3.7B
BOND
Pimco Active Bond Exchange Tra

ETFs
5.52K
+ 10.13%
$89.87 - $92.93 $496K - $513K
60K $5.53B
GLW
Corning Inc

Technology
440
+ 0.7%
$39.07 - $52.59 $17.2K - $23.1K
63.3K $3.33B
MA
Mastercard Inc

Financial Services
528
+ 12.79%
$479.92 - $590.74 $253K - $312K
4.66K $2.62B
LEN
Lennar Corp

Consumer Cyclical
2.25K
+ 27.85%
$102.76 - $115.66 $231K - $260K
10.3K $1.14B
WMT
Walmart Inc.

Consumer Defensive
396
+ 2.58%
$81.79 - $99.98 $32.4K - $39.6K
15.7K $1.54B
BK
Bank Of New York Mellon Corp

Financial Services
397
+ 2.39%
$73.31 - $91.62 $29.1K - $36.4K
17K $1.55B
SFLR
Innovator Etfs Tr Equity Manag
2.61K
+ 8.59%
N/A
33K $1.11B
V
Visa Inc.

Financial Services
364
+ 8.39%
$308.27 - $373.31 $112K - $136K
4.71K $1.67B
Innovator Etfs Trust
3.16K
+ 7.71%
N/A
44.2K $1.36B
UPS
United Parcel Service Inc

Industrials
2.22K
+ 21.51%
$91.92 - $110.2 $204K - $244K
12.5K $1.26B
First Tr Exchng Traded Fd Vi
1.32K
+ 3.89%
N/A
35.3K $1.29B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
923
+ 1.73%
$45.11 - $52.34 $41.6K - $48.3K
54.3K $2.84B
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
1.48K
+ 4.64%
N/A
33.4K $1.24B
First Tr Exchng Traded Fd Vi
935
+ 2.36%
N/A
40.6K $1.45B
YJUN
First Tr Exchange Traded Fd Vi
1.29K
+ 3.29%
$21.32 - $24.75 $27.4K - $31.8K
40.3K $988M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.97K
+ 8.28%
$49.79 - $50.75 $97.8K - $99.7K
25.7K $1.3B
NOCT
Innovator Growth 100 Power Buf

ETFs
347
+ 2.14%
$46.13 - $54.5 $16K - $18.9K
16.6K $904M
First Tr Exchng Traded Fd Vi
2.01K
+ 3.66%
N/A
56.8K $1.33B
Innovator Etfs Trust
691
+ 2.05%
N/A
34.5K $890M
Innovator Etfs Trust
804
+ 2.66%
N/A
31K $958M
PEP
Pepsico Inc

Consumer Defensive
817
+ 41.83%
$128.02 - $151.37 $105K - $124K
2.77K $366M
Aim ETF Products Trust
539
+ 1.97%
N/A
27.9K $743M
EOCT
Innovator Etfs Tr Emerging Mar
459
+ 1.7%
N/A
27.4K $774M
TXN
Texas Instruments Inc

Technology
93
+ 7.18%
N/A
1.39K $288M
ITW
Illinois Tool Works Inc

Industrials
209
+ 2.47%
$218.41 - $252.43 $45.6K - $52.8K
8.67K $2.14B
F
Ford Motor CO

Consumer Cyclical
1.9K
+ 14.33%
$8.69 - $10.85 $16.5K - $20.6K
15.1K $164M
MO
Altria Group, Inc.

Consumer Defensive
616
+ 15.26%
$55.56 - $60.91 $34.2K - $37.5K
4.65K $273M
YUM
Yum Brands Inc

Consumer Cyclical
763
+ 8.32%
$138.36 - $161.45 $106K - $123K
9.93K $1.47B
CL
Colgate Palmolive CO

Consumer Defensive
912
+ 4.47%
$87.57 - $96.0 $79.9K - $87.6K
21.3K $1.94B
VZ
Verizon Communications Inc

Communication Services
866
+ 14.88%
$41.67 - $45.62 $36.1K - $39.5K
6.69K $289M
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
395
+ 1.13%
$20.3 - $22.0 $8.02K - $8.69K
35.5K $762M
CTA
Simplify Exch Traded Fds Simpl

ETFs
4.7K
+ 11.5%
$26.61 - $29.9 $125K - $140K
45.5K $1.22B
CMCSA
Comcast Corp

Communication Services
1.31K
+ 3.76%
$32.84 - $36.72 $43K - $48K
36.1K $1.29B
CVX
Chevron Corp

Energy
1.77K
+ 16.61%
$133.73 - $168.51 $237K - $298K
12.4K $1.78B
BMY
Bristol Myers Squibb CO

Healthcare
732
+ 18.55%
$44.12 - $59.6 $32.3K - $43.6K
4.68K $217M
AMGN
Amgen Inc

Healthcare
75
+ 2.1%
$262.28 - $309.85 $19.7K - $23.2K
3.65K $1.02B
OEC
Orion Engineered Carbons S.A.

Basic Materials
760
+ 1.0%
$10.03 - $12.65 $7.62K - $9.61K
77.1K $809M
AAPL
Apple Inc.

Technology
795
+ 3.37%
$172.42 - $223.89 $137K - $178K
24.4K $5B
Activity Summary
Buys All Purchases 60 New Holdings 12 Increased Positions 48 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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