Secured Retirement Advisors, LLC Portfolio Holdings

Secured Retirement Advisors, LLC

  • $179 Billion
  • Q3 2025

Secured Retirement Advisors, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $179 Billion distributed in 122 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 $9.35B, Nvidia Corp with a value of $7.32B, Microsoft Corp with a value of $7.31B, Apple Inc. with a value of $6.3B, and Pimco Active Bond Exchange Tra with a value of $5.36B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $168B to 179B.

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 $179 Billion
Technology: $40.4 Billion
ETFs: $31.9 Billion
Industrials: $17.6 Billion
Financial Services: $15.9 Billion
Consumer Cyclical: $10.1 Billion
Communication Services: $9.42 Billion
Healthcare: $8.94 Billion
Consumer Defensive: $5.7 Billion
Other: $12.8 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 122
  • Current Value $179 Billion
  • Prior Value $168 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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