Secured Retirement Advisors, LLC Purchases in Q1 2025

Secured Retirement Advisors, LLC

  • $155 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
54.5K
New
$89.27 - $92.9 $4.86M - $5.06M
54.5K $5.04B
NVDA
Nvidia Corp

Technology
38.6K
+ 305.4%
$106.98 - $149.43 $4.13M - $5.77M
51.2K $5.55B
STRV
Ea Ser Tr Strive 500 ETF
113K
+ 90.11%
N/A
238K $8.6B
J P Morgan Exchange Traded F
51K
New
N/A
51K $3.04B
AAPL
Apple Inc.

Technology
14.5K
+ 159.03%
$209.68 - $247.1 $3.03M - $3.57M
23.6K $5.23B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
53.4K
New
$49.78 - $53.19 $2.66M - $2.84M
53.4K $2.73B
META
Meta Platforms, Inc.

Communication Services
4.34K
New
$576.36 - $736.67 $2.5M - $3.2M
4.34K $2.5B
MA
Mastercard Inc

Financial Services
4.13K
New
$504.67 - $576.31 $2.08M - $2.38M
4.13K $2.26B
MSFT
Microsoft Corp

Technology
6.65K
+ 83.98%
$375.39 - $447.2 $2.5M - $2.98M
14.6K $5.47B
ITW
Illinois Tool Works Inc

Industrials
8.46K
New
$244.9 - $274.48 $2.07M - $2.32M
8.46K $2.1B
ED
Consolidated Edison Inc

Utilities
14.7K
New
$88.0 - $110.59 $1.29M - $1.62M
14.7K $1.62B
AVGO
Broadcom Inc.

Technology
9.15K
New
$167.43 - $244.7 $1.53M - $2.24M
9.15K $1.53B
YUM
Yum Brands Inc

Consumer Cyclical
9.17K
New
$123.25 - $162.53 $1.13M - $1.49M
9.17K $1.44B
SPGI
S&P Global Inc.

Financial Services
2.84K
New
$478.26 - $543.77 $1.36M - $1.54M
2.84K $1.44B
BK
Bank Of New York Mellon Corp

Financial Services
16.6K
New
$75.42 - $88.95 $1.25M - $1.48M
16.6K $1.39B
WMT
Walmart Inc.

Consumer Defensive
15.3K
New
$84.5 - $105.05 $1.3M - $1.61M
15.3K $1.35B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.43K
+ 515.68%
$442.66 - $534.52 $1.08M - $1.3M
2.91K $1.55B
NFLX
Netflix Inc

Communication Services
1.4K
New
$828.4 - $1058.6 $1.16M - $1.48M
1.4K $1.3B
CMCSA
Comcast Corp

Communication Services
34.7K
New
$33.19 - $38.23 $1.15M - $1.33M
34.7K $1.28B
CTA
Simplify Exch Traded Fds Simpl

ETFs
40.8K
New
$27.81 - $30.21 $1.14M - $1.23M
40.8K $1.21B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
23.7K
New
$50.48 - $51.04 $1.2M - $1.21M
23.7K $1.2B
EA
Electronic Arts Inc.

Communication Services
8.32K
New
$116.53 - $146.29 $969K - $1.22M
8.32K $1.2B
CRM
Salesforce, Inc.

Technology
4.47K
New
$268.36 - $359.95 $1.2M - $1.61M
4.47K $1.2B
UPS
United Parcel Service Inc

Industrials
10.3K
New
$109.66 - $136.26 $1.13M - $1.4M
10.3K $1.13B
AON
Aon PLC

Financial Services
2.62K
New
$348.44 - $409.32 $914K - $1.07M
2.62K $1.05B
GLW
Corning Inc

Technology
24.2K
+ 62.67%
$44.91 - $54.25 $1.09M - $1.31M
62.8K $2.88B
LEN
Lennar Corp

Consumer Cyclical
8.07K
New
$113.93 - $141.54 $919K - $1.14M
8.07K $926M
CMI
Cummins Inc

Industrials
2.86K
New
$312.92 - $386.07 $893K - $1.1M
2.86K $895M
C
Citigroup Inc

Financial Services
11.6K
+ 308.57%
$67.23 - $84.63 $780K - $982K
15.4K $1.09B
JCI
Johnson Controls International PLC

Industrials
10.1K
New
$76.12 - $90.6 $766K - $911K
10.1K $806M
AMZN
Amazon Com Inc

Consumer Cyclical
4.44K
+ 36.31%
$190.26 - $242.06 $844K - $1.07M
16.7K $3.17B
WFC
Wells Fargo & Company

Financial Services
5.69K
New
$66.78 - $81.42 $380K - $463K
5.69K $408M
PEP
Pepsico Inc

Consumer Defensive
1.95K
New
$142.64 - $156.42 $279K - $305K
1.95K $293M
HD
Home Depot, Inc.

Consumer Cyclical
774
New
$347.25 - $424.87 $269K - $329K
774 $284M
LMT
Lockheed Martin Corp

Industrials
606
New
$423.19 - $506.29 $256K - $307K
606 $271M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.13K
+ 12.95%
$76.94 - $78.28 $241K - $245K
27.3K $2.14B
VZ
Verizon Communications Inc

Communication Services
5.82K
New
$37.81 - $46.49 $220K - $271K
5.82K $264M
MO
Altria Group, Inc.

Consumer Defensive
4.04K
New
$50.81 - $60.02 $205K - $242K
4.04K $242M
BMY
Bristol Myers Squibb CO

Healthcare
3.95K
New
$53.9 - $63.11 $213K - $249K
3.95K $241M
TXN
Texas Instruments Inc

Technology
1.3K
New
N/A
1.3K $233M
TSLA
Tesla, Inc.

Consumer Cyclical
2.42K
+ 86.41%
$222.15 - $428.22 $537K - $1.03M
5.21K $1.35B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.07K
+ 34.5%
$58.01 - $64.46 $178K - $198K
12K $742M
Blackrock Inc
212
New
N/A
212 $201M
MTCH
Match Group, Inc.

Communication Services
7.29K
+ 33.44%
$30.08 - $36.47 $219K - $266K
29.1K $908M
KMB
Kimberly Clark Corp

Consumer Defensive
914
+ 18.42%
$124.46 - $147.4 $114K - $135K
5.88K $836M
BWXT
Bwx Technologies, Inc.

Industrials
2.55K
+ 36.57%
$96.59 - $128.46 $246K - $328K
9.52K $939M
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
2.85K
+ 8.84%
$18.47 - $21.01 $52.6K - $59.9K
35.1K $737M
Innovator Etfs Trust
4.82K
+ 13.31%
N/A
41K $1.22B
F
Ford Motor CO

Consumer Cyclical
13.2K
New
$9.12 - $10.43 $121K - $138K
13.2K $133M
Activity Summary
Buys All Purchases 65 New Holdings 33 Increased Positions 32 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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