Secured Retirement Advisors, LLC Reduced Holdings in Q1 2025

Secured Retirement Advisors, LLC

  • $155 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-6.3K
- 68.02%
$461.52 - $548.18 $2.91M - $3.45M
2.96K $1.55B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-61.5K
- 79.02%
$50.39 - $50.66 $3.1M - $3.12M
16.3K $827M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-94.7K
- 79.17%
$29.34 - $31.31 $2.78M - $2.97M
24.9K $740M
CAT
Caterpillar Inc

Industrials
-7.51K
- 63.47%
$326.75 - $407.63 $2.45M - $3.06M
4.32K $1.43B
COST
Costco Wholesale Corp

Consumer Defensive
-2.54K
- 91.17%
$890.62 - $1076.86 $2.26M - $2.73M
246 $233M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-49.3K
- 67.59%
$31.25 - $34.24 $1.54M - $1.69M
23.7K $808M
PANW
Palo Alto Networks Inc

Technology
-7.07K
- 57.73%
$167.82 - $208.28 $1.19M - $1.47M
5.18K $883M
QCOM
Qualcomm Inc

Technology
-8.68K
- 43.73%
$151.94 - $175.86 $1.32M - $1.53M
11.2K $1.72B
LOW
Lowes Companies Inc

Consumer Cyclical
-5.11K
- 62.92%
$222.66 - $268.42 $1.14M - $1.37M
3.01K $702M
SCHW
Schwab Charles Corp

Financial Services
-16.7K
- 58.6%
$71.24 - $83.64 $1.19M - $1.4M
11.8K $923M
NEM
Newmont Corp

Basic Materials
-30.8K
- 53.12%
$37.79 - $48.39 $1.16M - $1.49M
27.2K $1.31B
V
Visa Inc.

Financial Services
-3K
- 40.83%
$306.92 - $362.71 $920K - $1.09M
4.34K $1.52B
AMGN
Amgen Inc

Healthcare
-3.62K
- 50.29%
$258.59 - $327.36 $935K - $1.18M
3.58K $1.11B
GOOGL
Alphabet Inc.

Communication Services
-1.28K
- 8.29%
$154.33 - $206.19 $198K - $264K
14.2K $2.19B
ABT
Abbott Laboratories

Healthcare
-8.19K
- 43.47%
$111.1 - $140.22 $909K - $1.15M
10.6K $1.41B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-6.73K
- 16.65%
$51.45 - $58.51 $346K - $394K
33.7K $1.74B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-10.9K
- 62.9%
$48.43 - $49.9 $527K - $543K
6.42K $320M
VTI
Vanguard Total Stock Market Et

ETFs
-1.21K
- 14.25%
$271.18 - $303.12 $329K - $367K
7.29K $2B
Coherent Corp
-161
- 1.15%
N/A
13.8K $898M
Ea Series Trust
-14.5K
- 21.41%
N/A
53.1K $1.45B
JPM
Jpmorgan Chase & CO

Financial Services
-1.86K
- 19.22%
$225.19 - $279.95 $418K - $520K
7.81K $1.92B
HPE
Hewlett Packard Enterprise CO

Technology
-6.98K
- 18.9%
$14.77 - $24.42 $103K - $170K
29.9K $462M
CVX
Chevron Corp

Energy
-3.83K
- 26.46%
$146.71 - $167.97 $562K - $643K
10.6K $1.78B
GLD
Spdr Gold Trust

ETFs
-1.51K
- 56.63%
$243.19 - $288.14 $368K - $436K
1.16K $334M
TT
Trane Technologies PLC

Industrials
-463
- 10.0%
$332.0 - $400.86 $154K - $186K
4.17K $1.4B
ORCL
Oracle Corp

Technology
-458
- 5.16%
$139.81 - $186.47 $64K - $85.4K
8.42K $1.18B
OEC
Orion Engineered Carbons S.A.

Basic Materials
-354
- 0.46%
$12.74 - $15.33 $4.51K - $5.43K
76.4K $988M
GNRC
Generac Holdings Inc.

Industrials
-65
- 0.93%
$126.65 - $164.06 $8.23K - $10.7K
6.9K $874M
TEX
Terex Corp

Industrials
-122
- 0.7%
$37.65 - $48.97 $4.59K - $5.97K
17.3K $655M
GM
General Motors CO

Consumer Cyclical
-258
- 1.22%
$45.22 - $54.92 $11.7K - $14.2K
21K $986M
IBM
International Business Machines Corp

Technology
-1.17K
- 17.57%
$217.4 - $264.74 $255K - $311K
5.5K $1.37B
PH
Parker Hannifin Corp

Industrials
-66
- 3.25%
$591.65 - $707.05 $39K - $46.7K
1.97K $1.2B
XOM
Exxon Mobil Corp

Energy
-1.51K
- 15.2%
$105.44 - $118.93 $159K - $179K
8.42K $1B
SPG
Simon Property Group Inc

Real Estate
-123
- 1.72%
$159.48 - $187.78 $19.6K - $23.1K
7.02K $1.17B
BPOP
Popular, Inc.

Financial Services
-297
- 1.96%
$87.14 - $106.33 $25.9K - $31.6K
14.9K $1.38B
First Tr Exchng Traded Fd Vi
-2.33K
- 3.75%
N/A
59.8K $1.19B
BA
Boeing CO

Industrials
-107
- 2.72%
$148.15 - $186.25 $15.9K - $19.9K
3.82K $652M
Canadian Pacific Kansas City
-218
- 1.81%
N/A
11.8K $832M
ABBV
Abb Vie Inc.

Healthcare
-400
- 25.41%
$169.2 - $216.66 $67.7K - $86.7K
1.17K $246M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-280
- 5.31%
$58.38 - $64.16 $16.3K - $18K
4.99K $296M
IHDG
Wisdomtree Tr

ETFs
-163
- 0.28%
$43.4 - $47.51 $7.07K - $7.74K
59K $2.56B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-433
- 3.99%
$66.9 - $71.57 $29K - $31K
10.4K $733M
Te Connectivity PLC
-9
- 0.2%
N/A
4.53K $640M
AOA
Ishares Tr Core Aggressive All

ETFs
-50
- 1.08%
$75.7 - $80.01 $3.79K - $4K
4.6K $352M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-4.38K
- 13.18%
$26.05 - $30.88 $114K - $135K
28.8K $890M
BKR
Baker Hughes CO

Energy
-430
- 1.72%
$41.16 - $48.85 $17.7K - $21K
24.6K $1.08B
DE
Deere & CO

Industrials
-107
- 4.14%
$408.57 - $509.27 $43.7K - $54.5K
2.48K $1.16B
NTR
Nutrien Ltd.

Basic Materials
-20
- 0.14%
$45.28 - $53.84 $906 - $1.08K
14.6K $725M
SONY
Sony Group Corp

Technology
-1.87K
- 2.94%
$19.88 - $25.64 $37.1K - $47.8K
61.5K $1.56B
Activity Summary
Buys All Purchases 65 New Holdings 33 Increased Positions 32 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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