Secured Retirement Advisors, LLC Incresed Positions in Q3 2024

Secured Retirement Advisors, LLC

  • $139 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
111
+ 1.25%
$488.01 - $604.18 $54.2K - $67.1K
9K $5.26B
First Tr Exchng Traded Fd Vi
24.6K
+ 190.69%
N/A
37.5K $877M
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
LOW
Lowes Companies Inc

Consumer Cyclical
293
+ 3.87%
$213.3 - $270.78 $62.5K - $79.3K
7.87K $2.13B
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
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
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
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.92K
+ 5.17%
$50.25 - $50.74 $197K - $199K
79.9K $4.05B
COST
Costco Wholesale Corp

Consumer Defensive
123
+ 4.26%
$801.83 - $917.05 $98.6K - $113K
3.01K $2.67B
TJX
Tjx Companies Inc

Consumer Cyclical
595
+ 3.19%
$107.93 - $120.23 $64.2K - $71.5K
19.3K $2.26B
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
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
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
AMD
Advanced Micro Devices Inc

Technology
299
+ 2.08%
$128.67 - $183.96 $38.5K - $55K
14.7K $2.41B
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
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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