Secured Retirement Advisors, LLC Portfolio Holdings by Sector

Secured Retirement Advisors, LLC

$139 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JPST BUFR SDVY IHDG BCD JEPQ BSV COWZ 32 stocks	$36.6 Million 29.79% of portfolio	16	13	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW SNPS 3 stocks	$7.29 Million 5.93% of portfolio	3	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AMD QCOM NVDA 3 stocks	$5.97 Million 4.86% of portfolio	2	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$5.26 Million 4.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GGG GTLS IR 3 stocks	$3.67 Million 2.98% of portfolio	1	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX LULU 2 stocks	$3.39 Million 2.76% of portfolio	2	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST TGT 2 stocks	$3.33 Million 2.7% of portfolio	1	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$3.2 Million 2.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN ABBV LLY 3 stocks	$2.59 Million 2.1% of portfolio	2	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.56 Million 2.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM C 2 stocks	$2.4 Million 1.95% of portfolio	1	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$2.36 Million 1.92% of portfolio	2	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$2.34 Million 1.9% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2.29 Million 1.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT MDT 2 stocks	$2.25 Million 1.83% of portfolio	1	1	-	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$2.22 Million 1.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$2.18 Million 1.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$2.09 Million 1.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.01 Million 1.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$1.96 Million 1.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$1.92 Million 1.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy TRGP 1 stocks	$1.79 Million 1.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$1.79 Million 1.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$1.79 Million 1.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$1.62 Million 1.32% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology PAYC AGYS CDNS 3 stocks	$1.51 Million 1.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services APO 1 stocks	$1.45 Million 1.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare ENSG 1 stocks	$1.44 Million 1.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$1.35 Million 1.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials STLD 1 stocks	$1.35 Million 1.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive MNST PEP 2 stocks	$1.33 Million 1.08% of portfolio	1	1	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK 1 stocks	$1.21 Million 0.99% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$1.2 Million 0.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO 1 stocks	$1.18 Million 0.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY 1 stocks	$1.06 Million 0.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical APTV 1 stocks	$1 Million 0.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL 1 stocks	$615,053 0.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$356,078 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$352,482 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities XEL 1 stocks	$338,295 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL 1 stocks	$318,904 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$287,618 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS 1 stocks	$265,955 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate IRM 1 stocks	$219,479 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$218,469 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$216,795 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$216,233 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$213,561 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$201,568 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HBAN 1 stocks	$155,996 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts

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Secured Retirement Advisors, LLC Portfolio Holdings by Sector

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