Secured Retirement Advisors, LLC Portfolio Holdings by Sector
Secured Retirement Advisors, LLC
- $128 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
JPST BUFR IHDG SDVY BCD JEPQ COWZ BSV 33 stocks |
$35 Million
30.5% of portfolio
|
  12  
|
  20  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PANW SNPS 3 stocks |
$7.41 Million
6.46% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AMD QCOM NVDA 3 stocks |
$6.43 Million
5.61% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$4.53 Million
3.94% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GGG GTLS ITW IR 4 stocks |
$3.67 Million
3.2% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST TGT 2 stocks |
$3.11 Million
2.71% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX LULU 2 stocks |
$2.82 Million
2.46% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$2.65 Million
2.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN ETSY 2 stocks |
$2.56 Million
2.24% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$2.49 Million
2.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$2.34 Million
2.04% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.28 Million
1.99% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM C 2 stocks |
$2.26 Million
1.97% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$2.24 Million
1.95% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Copper | Basic Materials
FCX 1 stocks |
$2.07 Million
1.81% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
AMGN LLY ABBV 3 stocks |
$2.04 Million
1.78% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT MDT 2 stocks |
$1.95 Million
1.7% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
SCHW 1 stocks |
$1.91 Million
1.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.9 Million
1.65% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$1.68 Million
1.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$1.67 Million
1.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V PYPL 2 stocks |
$1.63 Million
1.42% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
TRGP 1 stocks |
$1.52 Million
1.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
TT 1 stocks |
$1.51 Million
1.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON MMM 2 stocks |
$1.51 Million
1.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$1.33 Million
1.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Steel | Basic Materials
STLD 1 stocks |
$1.3 Million
1.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
APO 1 stocks |
$1.28 Million
1.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
PAYC AGYS CDNS 3 stocks |
$1.28 Million
1.12% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST PEP 2 stocks |
$1.26 Million
1.1% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$1.2 Million
1.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
ENSG 1 stocks |
$1.2 Million
1.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$1.11 Million
0.97% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$1.01 Million
0.88% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$1.01 Million
0.88% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
APTV 1 stocks |
$917,221
0.8% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$593,286
0.52% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$316,384
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$292,576
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
XEL 1 stocks |
$277,445
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$258,629
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$241,988
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$227,818
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$217,837
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Airlines | Industrials
DAL 1 stocks |
$202,183
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|