Secured Retirement Advisors, LLC Portfolio Holdings

Secured Retirement Advisors, LLC

  • $168 Billion
  • Q2 2025

Secured Retirement Advisors, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $168 Billion distributed in 115 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 $9.44B, Microsoft Corp with a value of $7.03B, Nvidia Corp with a value of $6.17B, Pimco Active Bond Exchange Tra with a value of $5.53B, and Apple Inc. with a value of $5B.

Examining the 13F form we can see an increase of $12.7B in the current position value, from $155B to 168B.

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 $168 Billion
Technology: $35.3 Billion
ETFs: $30.7 Billion
Industrials: $15.6 Billion
Financial Services: $15.2 Billion
Communication Services: $12.2 Billion
Consumer Cyclical: $9.27 Billion
Healthcare: $7.6 Billion
Consumer Defensive: $4.35 Billion
Other: $9.56 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94.9B
$1.3 Billion 0.77% of portfolio
2,972
Q2 2025 Reduced 28.64%
First Tr Exchng Traded Fd Vi
-
$1.29 Billion 0.77% of portfolio
-
Q2 2025 Added 3.89%
$61.6B
$1.26 Billion 0.75% of portfolio
12,512
Q2 2025 Added 21.51%
$137B
$1.24 Billion 0.74% of portfolio
5,907
Q2 2025 Added 54.51%
$0
$1.24 Billion 0.74% of portfolio
33,395
Q2 2025 Added 4.64%
Coherent Corp
-
$1.23 Billion 0.73% of portfolio
-
Q2 2025 Reduced 0.43%
$0
$1.22 Billion 0.73% of portfolio
45,536
Q2 2025 Added 11.5%
$144B
$1.22 Billion 0.73% of portfolio
2,405
Q2 2025 Reduced 2.83%
$46.2B
$1.18 Billion 0.7% of portfolio
7,395
Q2 2025 Reduced 11.08%
$35B
$1.14 Billion 0.68% of portfolio
10,315
Q2 2025 Added 27.85%
$58.7B
$1.13 Billion 0.67% of portfolio
7,005
Q2 2025 Reduced 0.14%
-
$1.11 Billion 0.66% of portfolio
-
Q2 2025 Added 8.59%
First Tr Exchng Traded Fd Vi
-
$1.1 Billion 0.66% of portfolio
-
Q2 2025 Reduced 9.87%
$713B
$1.1 Billion 0.66% of portfolio
1,415
Q2 2025 New
$73.4B
$1.1 Billion 0.66% of portfolio
24,336
Q2 2025 Reduced 14.55%
$73.2B
$1.04 Billion 0.62% of portfolio
9,859
Q2 2025 Reduced 1.99%
$223B
$1.02 Billion 0.61% of portfolio
6,962
Q2 2025 New
$82.4B
$1 Billion 0.6% of portfolio
20,404
Q2 2025 Reduced 2.72%
$170B
$1 Billion 0.6% of portfolio
10,981
Q2 2025 Reduced 6.89%
$214B
$990 Million 0.59% of portfolio
12,504
Q2 2025 New
$0
$988 Million 0.59% of portfolio
40,343
Q2 2025 Added 3.29%
$11.6B
$981 Million 0.58% of portfolio
6,848
Q2 2025 Reduced 0.72%
$59.1B
$954 Million 0.57% of portfolio
4,663
Q2 2025 Reduced 9.93%
Innovator Etfs Trust
-
$958 Million 0.57% of portfolio
-
Q2 2025 Added 2.66%
$45.5B
$935 Million 0.56% of portfolio
24,375
Q2 2025 Reduced 0.77%
Canadian Pacific Kansas City
-
$935 Million 0.56% of portfolio
-
Q2 2025 Reduced 0.45%
$0
$904 Million 0.54% of portfolio
16,594
Q2 2025 Added 2.14%
Innovator Etfs Trust
-
$890 Million 0.53% of portfolio
-
Q2 2025 Added 2.05%
$10.8B
$886 Million 0.53% of portfolio
28,677
Q2 2025 Reduced 1.43%
$30.4B
$843 Million 0.5% of portfolio
14,470
Q2 2025 Reduced 0.92%
$3.47B
$806 Million 0.48% of portfolio
17,270
Q2 2025 Reduced 0.42%
$0
$801 Million 0.48% of portfolio
11,589
Q2 2025 Reduced 3.02%
$638M
$809 Million 0.48% of portfolio
77,140
Q2 2025 Added 1.0%
-
$774 Million 0.46% of portfolio
-
Q2 2025 Added 1.7%
$1.19B
$774 Million 0.46% of portfolio
23,696
Q2 2025 Reduced 17.79%
Te Connectivity PLC
-
$753 Million 0.45% of portfolio
-
Q2 2025 Reduced 1.33%
$0
$762 Million 0.45% of portfolio
35,477
Q2 2025 Added 1.13%
Aim ETF Products Trust
-
$743 Million 0.44% of portfolio
-
Q2 2025 Added 1.97%
$0
$696 Million 0.41% of portfolio
10,004
Q2 2025 Reduced 3.96%
$210B
$657 Million 0.39% of portfolio
22,690
Q2 2025 New
$0
$622 Million 0.37% of portfolio
18,764
Q2 2025 Reduced 20.71%
$30.7B
$577 Million 0.34% of portfolio
28,228
Q2 2025 Reduced 5.71%
$319B
$521 Million 0.31% of portfolio
3,820
Q2 2025 New
$0
$415 Million 0.25% of portfolio
8,179
Q2 2025 Reduced 49.94%
$21.8B
$413 Million 0.25% of portfolio
4,525
Q2 2025 New
$197B
$366 Million 0.22% of portfolio
2,770
Q2 2025 Added 41.83%
$0
$366 Million 0.22% of portfolio
4,394
Q2 2025 Reduced 4.5%
$177B
$288 Million 0.17% of portfolio
1,389
Q2 2025 Added 7.18%
$183B
$289 Million 0.17% of portfolio
6,686
Q2 2025 Added 14.88%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $168 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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