Secured Retirement Advisors, LLC Sells in Q4 2024

Secured Retirement Advisors, LLC

  • $175 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STLD
Steel Dynamics Inc

Basic Materials
-6.34K
- 59.31%
N/A
4.35K $496M
AWK
American Water Works Company, Inc.

Utilities
-5.21K
- 62.8%
$123.83 - $146.07 $645K - $761K
3.09K $384M
MNST
Monster Beverage Corp

Consumer Defensive
-12.8K
- 59.67%
$49.24 - $56.38 $629K - $720K
8.64K $454M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-3.29K
- 20.6%
$47.58 - $48.56 $157K - $160K
12.7K $606M
QDEF
Flexshares Quality Div Defensi

ETFs
-1.69K
- 8.68%
$70.22 - $73.73 $119K - $125K
17.8K $1.25B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.02K
- 2.53%
$50.37 - $50.6 $102K - $102K
77.9K $3.92B
TRGP
Targa Resources Corp.

Energy
-2.71K
- 22.41%
$150.58 - $207.69 $408K - $563K
9.38K $1.67B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.02K
- 4.03%
$77.02 - $78.58 $78.2K - $79.8K
24.2K $1.87B
COST
Costco Wholesale Corp

Consumer Defensive
-222
- 7.38%
$873.59 - $994.69 $194K - $221K
2.79K $2.55B
GLD
Spdr Gold Trust

ETFs
-450
- 14.42%
$236.59 - $257.5 $106K - $116K
2.67K $646M
VTI
Vanguard Total Stock Market Et

ETFs
-538
- 5.95%
$280.04 - $302.45 $151K - $163K
8.51K $2.46B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-717
- 16.06%
$100.24 - $101.35 $71.9K - $72.7K
3.75K $377M
IXUS
Ishares Tr

ETFs
-490
- 11.26%
$65.95 - $72.56 $32.3K - $35.6K
3.86K $255M
LLY
Eli Lilly & CO

Healthcare
-30
- 9.15%
$727.2 - $932.06 $21.8K - $28K
298 $230M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-341
- 1.97%
$57.53 - $60.83 $19.6K - $20.7K
17K $977M
ACWI
Ishares Msci Acwi ETF

ETFs
-392
- 16.24%
$117.05 - $123.03 $45.9K - $48.2K
2.02K $238M
ECL
Ecolab Inc.

Basic Materials
-30
- 2.17%
$234.32 - $261.43 $7.03K - $7.84K
1.35K $316M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-623
- 10.57%
$59.58 - $63.93 $37.1K - $39.8K
5.27K $322M
STOT
Spdr Doubleline Short Duration

ETFs
-207
- 0.91%
$46.75 - $47.33 $9.68K - $9.8K
22.5K $1.06B
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-748
- 2.2%
$25.33 - $27.57 $18.9K - $20.6K
33.2K $861M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-65
- 0.37%
$48.33 - $49.08 $3.14K - $3.19K
17.3K $837M
AOA
Ishares Tr Core Aggressive All

ETFs
-83
- 1.75%
$76.61 - $79.88 $6.36K - $6.63K
4.65K $356M
XEL
Xcel Energy Inc

Utilities
-94
- 1.81%
$62.16 - $72.92 $5.84K - $6.85K
5.09K $343M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.25K
- 1.03%
$29.73 - $30.81 $37K - $38.4K
120K $3.65B
STRV
Ea Ser Tr Strive 500 ETF
-760
- 0.6%
N/A
125K $4.74B
JPM
Jpmorgan Chase & CO

Financial Services
-726
- 6.99%
$205.18 - $250.29 $149K - $182K
9.67K $2.32B
NVDA
Nvidia Corp

Technology
-153
- 1.2%
$117.0 - $148.88 $17.9K - $22.8K
12.6K $1.7B
APO
Apollo Global Management, Inc.

Financial Services
-1.8K
- 15.5%
$131.36 - $178.61 $236K - $321K
9.81K $1.62B
AMZN
Amazon Com Inc

Consumer Cyclical
-51
- 0.42%
$180.88 - $232.93 $9.22K - $11.9K
12.2K $2.68B
GTLS
Chart Industries Inc

Industrials
-294
- 3.34%
$119.65 - $202.35 $35.2K - $59.5K
8.51K $1.62B
Activity Summary
Buys All Purchases 99 New Holdings 45 Increased Positions 54 Sells All Sells 31 Reductions 31 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