Secured Retirement Advisors, LLC Purchases in Q4 2024

Secured Retirement Advisors, LLC

  • $175 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
13.5K
+ 35.97%
N/A
51K $1.2B
SCHW
Schwab Charles Corp

Financial Services
911
+ 3.3%
$63.31 - $82.85 $57.7K - $75.5K
28.5K $2.11B
PAYC
Paycom Software, Inc.

Technology
146
+ 2.29%
$159.94 - $240.25 $23.4K - $35.1K
6.52K $1.34B
TTWO
Take Two Interactive Software Inc

Communication Services
203
+ 2.65%
$147.66 - $190.46 $30K - $38.7K
7.87K $1.45B
AAPL
Apple Inc.

Technology
474
+ 5.5%
$221.69 - $259.02 $105K - $123K
9.1K $2.28B
OXY
Occidental Petroleum Corp

Energy
5.94K
+ 28.88%
$45.36 - $55.91 $270K - $332K
26.5K $1.31B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
416
New
$521.84 - $558.82 $217K - $232K
416 $224M
PFE
Pfizer Inc

Healthcare
7.78K
New
$24.8 - $30.19 $193K - $235K
7.78K $206M
IP
International Paper CO

Consumer Cyclical
3.81K
New
$46.64 - $59.57 $177K - $227K
3.81K $205M
OKE
Oneok Inc

Energy
2.02K
New
$92.28 - $117.05 $186K - $237K
2.02K $203M
HON
Honeywell International Inc

Industrials
141
+ 2.71%
$202.84 - $236.0 $28.6K - $33.3K
5.35K $1.21B
ABT
Abbott Laboratories

Healthcare
1.16K
+ 6.58%
$111.93 - $119.39 $130K - $139K
18.8K $2.13B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
985
+ 2.5%
$53.94 - $58.15 $53.1K - $57.3K
40.4K $2.28B
WBA
Walgreens Boots Alliance, Inc.

Healthcare
10.6K
New
$8.24 - $11.07 $87.1K - $117K
10.6K $98.6M
SNPS
Synopsys Inc

Technology
355
+ 9.8%
$485.36 - $588.0 $172K - $209K
3.98K $1.93B
YJUN
First Tr Exchange Traded Fd Vi
6.05K
+ 20.14%
$21.53 - $22.81 $130K - $138K
36.1K $779M
PANW
Palo Alto Networks Inc

Technology
5.94K
+ 94.07%
$181.96 - $405.9 $1.08M - $2.41M
12.2K $2.23B
WM
Waste Management Inc

Industrials
526
+ 8.07%
$201.79 - $228.46 $106K - $120K
7.04K $1.42B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.76K
+ 5.72%
$56.06 - $61.35 $98.8K - $108K
32.6K $1.84B
C
Citigroup Inc

Financial Services
438
+ 13.19%
$61.31 - $72.5 $26.9K - $31.8K
3.76K $265M
PLD
Prologis, Inc.

Real Estate
2.34K
+ 24.63%
$101.4 - $126.96 $238K - $297K
11.9K $1.25B
MSFT
Microsoft Corp

Technology
269
+ 3.51%
$406.35 - $454.46 $109K - $122K
7.92K $3.34B
HBAN
Huntington Bancshares Inc

Financial Services
1.48K
+ 13.93%
$14.18 - $18.2 $21K - $26.9K
12.1K $197M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.81K
+ 2.45%
$35.45 - $40.33 $64.1K - $72.9K
75.4K $2.7B
TRV
Travelers Companies, Inc.

Financial Services
75
+ 8.1%
$225.97 - $266.66 $16.9K - $20K
1K $241M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.13K
+ 11.64%
$68.25 - $75.42 $77.2K - $85.3K
10.8K $742M
TMO
Thermo Fisher Scientific Inc.

Healthcare
613
+ 19.36%
$501.29 - $612.85 $307K - $376K
3.78K $1.97B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 1.72%
$442.29 - $483.08 $3.54K - $3.86K
472 $214M
MMM
3 M CO

Industrials
208
+ 5.25%
$124.74 - $137.12 $25.9K - $28.5K
4.17K $538M
ABBV
Abb Vie Inc.

Healthcare
100
+ 6.78%
$164.99 - $203.87 $16.5K - $20.4K
1.57K $280M
IRM
Iron Mountain Inc

Real Estate
120
+ 6.5%
$101.62 - $128.14 $12.2K - $15.4K
1.97K $207M
MDT
Medtronic PLC

Healthcare
58
+ 2.23%
$79.61 - $92.24 $4.62K - $5.35K
2.66K $212M
IR
Ingersoll Rand Inc.

Industrials
25
+ 0.73%
$90.46 - $105.35 $2.26K - $2.63K
3.45K $312M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
296
+ 3.45%
$58.88 - $64.8 $17.4K - $19.2K
8.89K $524M
GIS
General Mills Inc

Consumer Defensive
31
+ 0.86%
$62.78 - $74.62 $1.95K - $2.31K
3.63K $232M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
2.53K
+ 5.49%
$28.89 - $31.63 $73K - $79.9K
48.6K $1.42B
TT
Trane Technologies PLC

Industrials
28
+ 0.61%
$369.35 - $419.14 $10.3K - $11.7K
4.63K $1.71B
ENSG
Ensign Group, Inc

Healthcare
234
+ 2.33%
$132.78 - $156.91 $31.1K - $36.7K
10.3K $1.37B
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
2.5K
+ 8.4%
$18.17 - $23.45 $45.4K - $58.6K
32.2K $592M
IHDG
Wisdomtree Tr

ETFs
1.1K
+ 1.9%
$43.38 - $46.0 $47.8K - $50.7K
59.1K $2.57B
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
380
+ 0.52%
$30.58 - $33.39 $11.6K - $12.7K
73K $2.29B
Ea Series Trust
2.08K
+ 3.18%
N/A
67.5K $1.86B
LOW
Lowes Companies Inc

Consumer Cyclical
247
+ 3.14%
$244.52 - $284.07 $60.4K - $70.2K
8.12K $2B
AMGN
Amgen Inc

Healthcare
969
+ 15.57%
$258.78 - $328.31 $251K - $318K
7.19K $1.87B
AMAT
Applied Materials Inc

Technology
1.26K
+ 11.67%
$161.44 - $213.89 $204K - $270K
12.1K $1.96B
FCX
Freeport Mcmoran Inc

Basic Materials
4.74K
+ 10.67%
$38.08 - $50.82 $181K - $241K
49.2K $1.87B
AMD
Advanced Micro Devices Inc

Technology
929
+ 6.32%
$118.88 - $172.8 $110K - $161K
15.6K $1.89B
UNH
Unitedhealth Group Inc

Healthcare
266
+ 2.96%
$485.52 - $625.25 $129K - $166K
9.26K $4.69B
Activity Summary
Buys All Purchases 99 New Holdings 45 Increased Positions 54 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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