Secured Retirement Advisors, LLC Portfolio Holdings

Secured Retirement Advisors, LLC

  • $139 Billion
  • Q3 2024

Secured Retirement Advisors, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $139 Billion distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Unitedhealth Group Inc with a value of $5.26B, Ea Ser Tr Strive 500 ETF with a value of $4.65B, Jp Morgan ETF Tr Ultra Short I with a value of $4.05B, First Tr Ex Td Viii Ft Cboe Ve with a value of $3.61B, and Microsoft Corp with a value of $3.29B.

Examining the 13F form we can see an increase of $10.5B in the current position value, from $128B to 139B.

Secured Retirement Advisors, LLC is based out at St Louis Park, MN

Below you can find more details about Secured Retirement Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion
ETFs: $39.2 Billion
Technology: $19.5 Billion
Healthcare: $13.5 Billion
Industrials: $11.8 Billion
Consumer Cyclical: $10 Billion
Financial Services: $8.15 Billion
Energy: $5.39 Billion
Consumer Defensive: $5.24 Billion
Other: $10.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$522B
$5.26 Billion 3.79% of portfolio
8,997
Q3 2024 Added 1.25%
-
$4.65 Billion 3.35% of portfolio
-
Q3 2024 Reduced 2.58%
$3.04T
$3.29 Billion 2.37% of portfolio
7,653
Q3 2024 Added 2.81%
$199B
$3.2 Billion 2.31% of portfolio
8,193
Q3 2024 Added 3.15%
$392B
$2.67 Billion 1.92% of portfolio
3,007
Q3 2024 Added 4.26%
$227B
$2.41 Billion 1.74% of portfolio
14,695
Q3 2024 Added 2.08%
$1.99T
$2.29 Billion 1.65% of portfolio
12,275
Q3 2024 Added 3.74%
$131B
$2.26 Billion 1.63% of portfolio
19,254
Q3 2024 Added 3.19%
$14B
$2.24 Billion 1.61% of portfolio
25,565
Q2 2024 Added 38.09%
$66.1B
$2.22 Billion 1.6% of portfolio
44,469
Q3 2024 Added 4.33%
$645B
$2.19 Billion 1.58% of portfolio
10,393
Q3 2024 Added 2.87%
$156B
$2.18 Billion 1.57% of portfolio
10,809
Q3 2024 Added 2.38%
$108B
$2.16 Billion 1.55% of portfolio
6,311
Q3 2024 Added 3.48%
$164B
$2.13 Billion 1.54% of portfolio
7,873
Q3 2024 Added 3.87%
$1.01T
$2.09 Billion 1.5% of portfolio
12,581
Q3 2024 Added 2.27%
$206B
$2.01 Billion 1.45% of portfolio
17,665
Q3 2024 Added 5.29%
$3.57T
$2.01 Billion 1.45% of portfolio
8,623
Q3 2024 Reduced 4.17%
$170B
$2.01 Billion 1.44% of portfolio
6,223
Q3 2024 Added 31.59%
$218B
$1.96 Billion 1.41% of portfolio
3,166
Q3 2024 Added 4.39%
$301B
$1.96 Billion 1.41% of portfolio
13,304
Q3 2024 Added 4.33%
$477B
$1.92 Billion 1.39% of portfolio
6,993
Q3 2024 Added 32.04%
$80.2B
$1.84 Billion 1.32% of portfolio
3,624
Q3 2024 Added 6.81%
$87.4B
$1.79 Billion 1.29% of portfolio
4,600
Q1 2024 Reduced 8.0%
$38.3B
$1.79 Billion 1.29% of portfolio
12,092
Q3 2024 Added 2.63%
$129B
$1.79 Billion 1.29% of portfolio
27,576
Q3 2024 Added 6.44%
$339B
$1.55 Billion 1.12% of portfolio
12,794
Q3 2024 Reduced 14.71%
$83.7B
$1.45 Billion 1.04% of portfolio
11,613
Q3 2024 Added 6.91%
$8.51B
$1.44 Billion 1.04% of portfolio
10,042
Q3 2024 Added 3.58%
$87.9B
$1.35 Billion 0.97% of portfolio
6,515
Q3 2024 Added 4.73%
$17.2B
$1.35 Billion 0.97% of portfolio
10,689
Q3 2024 Added 6.08%
$24.6B
$1.21 Billion 0.87% of portfolio
8,298
Q3 2024 Added 5.77%
$105B
$1.2 Billion 0.87% of portfolio
9,514
Q3 2024 Added 5.68%
$27.1B
$1.18 Billion 0.85% of portfolio
7,663
Q3 2024 Added 7.43%
$38.9B
$1.13 Billion 0.81% of portfolio
4,155
Q3 2024 Added 61.67%
$28.5B
$1.12 Billion 0.8% of portfolio
21,412
Q3 2024 Added 7.7%
$5.18B
$1.09 Billion 0.79% of portfolio
8,803
Q3 2024 Added 62.87%
$140B
$1.08 Billion 0.78% of portfolio
5,205
Q3 2024 Added 0.58%
$12.7B
$1.06 Billion 0.76% of portfolio
6,371
Q3 2024 Added 11.67%
$47.1B
$1.06 Billion 0.76% of portfolio
20,574
Q3 2024 Added 7.95%
$15.2B
$1 Billion 0.72% of portfolio
13,895
Q3 2024 Added 6.68%
$69B
$660 Million 0.48% of portfolio
4,232
Q3 2024 Reduced 4.51%
$23.6B
$615 Million 0.44% of portfolio
12,160
Q4 2023 New
$69.6B
$542 Million 0.39% of portfolio
3,963
Q3 2024 Reduced 0.38%
-
$485 Million 0.35% of portfolio
-
Q3 2024 New
$494B
$379 Million 0.27% of portfolio
3,231
Q3 2024 Added 7.95%
$767B
$356 Million 0.26% of portfolio
1,361
Q3 2024 Added 4.13%
$69.7B
$352 Million 0.25% of portfolio
1,380
Q3 2024 Added 3.84%
$36B
$338 Million 0.24% of portfolio
5,181
Q3 2024 Reduced 0.27%
$38.1B
$336 Million 0.24% of portfolio
3,425
Q3 2024 Reduced 5.52%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $139 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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