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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.12B
$1.44 Billion 1.04% of portfolio
10,042
Q3 2024 Added 3.58%
$6.73B
$1.09 Billion 0.79% of portfolio
8,803
Q3 2024 Added 62.87%
$3.45B
$248 Million 0.18% of portfolio
2,277
Q2 2024 New

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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