Secured Retirement Advisors, LLC Portfolio Holdings

Secured Retirement Advisors, LLC

  • $155 Billion
  • Q1 2025

Secured Retirement Advisors, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Ser Tr Strive 500 ETF with a value of $8.6B, Nvidia Corp with a value of $5.55B, Microsoft Corp with a value of $5.47B, Apple Inc. with a value of $5.23B, and Pimco Active Bond Exchange Tra with a value of $5.04B.

Examining the 13F form we can see an decrease of $19.4B in the current position value, from $175B to 155B.

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 $155 Billion
Technology: $31 Billion
ETFs: $29.1 Billion
Financial Services: $16.1 Billion
Industrials: $13.5 Billion
Communication Services: $9.65 Billion
Consumer Cyclical: $8.99 Billion
Consumer Defensive: $4.86 Billion
Healthcare: $4.77 Billion
Other: $9.68 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $155 Billion
  • Prior Value $175 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 33 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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