Secured Retirement Advisors, LLC Reduced Holdings in Q3 2025

Secured Retirement Advisors, LLC

  • $179 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-5.31K
- 74.78%
$237.77 - $353.61 $1.26M - $1.88M
1.79K $619M
J P Morgan Exchange Traded F
-18.7K
- 62.92%
N/A
11K $717M
UPS
United Parcel Service Inc

Industrials
-8.72K
- 69.67%
$82.58 - $105.54 $720K - $920K
3.8K $317M
META
Meta Platforms, Inc.

Communication Services
-996
- 22.03%
$695.21 - $791.73 $692K - $789K
3.53K $2.59B
AMGN
Amgen Inc

Healthcare
-2.46K
- 67.37%
$271.18 - $309.22 $667K - $760K
1.19K $336M
MA
Mastercard Inc

Financial Services
-1.11K
- 23.84%
$550.18 - $598.96 $611K - $665K
3.55K $2.02B
OEC
Orion Engineered Carbons S.A.

Basic Materials
-18.9K
- 24.51%
$7.5 - $11.52 $142K - $218K
58.2K $441M
SCHW
Schwab Charles Corp

Financial Services
-4.22K
- 38.46%
$91.03 - $98.69 $384K - $417K
6.76K $645M
CMCSA
Comcast Corp

Communication Services
-6.28K
- 17.42%
$31.41 - $36.33 $197K - $228K
29.8K $936M
CSCO
Cisco Systems, Inc.

Technology
-4.37K
- 16.11%
$66.2 - $71.79 $289K - $314K
22.8K $1.56B
CVX
Chevron Corp

Energy
-2.83K
- 22.76%
$145.57 - $161.83 $411K - $457K
9.59K $1.49B
Ea Series Trust
-11.3K
- 22.29%
N/A
39.3K $1.29B
PH
Parker Hannifin Corp

Industrials
-461
- 23.65%
$697.13 - $769.67 $321K - $355K
1.49K $1.13B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.44K
- 9.35%
$78.11 - $79.07 $191K - $193K
23.7K $1.87B
EA
Electronic Arts Inc.

Communication Services
-2.42K
- 32.68%
$147.79 - $202.05 $357K - $488K
4.98K $1B
BOND
Pimco Active Bond Exchange Tra

ETFs
-2.52K
- 4.2%
$90.83 - $93.81 $229K - $237K
57.5K $5.36B
DE
Deere & CO

Industrials
-79
- 3.28%
$457.26 - $524.37 $36.1K - $41.4K
2.33K $1.06B
First Tr Exchng Traded Fd Vi
-8.42K
- 15.62%
N/A
45.5K $961M
PANW
Palo Alto Networks Inc

Technology
-637
- 13.66%
$167.06 - $208.19 $106K - $133K
4.03K $820M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.45K
- 30.0%
$50.47 - $50.74 $124K - $125K
5.73K $290M
BPOP
Popular, Inc.

Financial Services
-2.8K
- 19.32%
$111.3 - $128.04 $311K - $358K
11.7K $1.48B
SONY
Sony Group Corp

Technology
-9.63K
- 15.77%
$23.92 - $30.07 $230K - $289K
51.4K $1.48B
IBM
International Business Machines Corp

Technology
-21
- 0.26%
$234.77 - $292.47 $4.93K - $6.14K
8.01K $2.26B
STRV
Ea Ser Tr Strive 500 ETF
-19.3K
- 8.17%
N/A
216K $9.35B
First Tr Exchng Traded Fd Vi
-3.59K
- 8.84%
N/A
37K $1.36B
Canadian Pacific Kansas City
-392
- 3.32%
N/A
11.4K $849M
NOCT
Innovator Growth 100 Power Buf

ETFs
-2.15K
- 12.96%
$54.27 - $56.81 $117K - $122K
14.4K $821M
First Tr Exchng Traded Fd Vi
-3.28K
- 9.3%
N/A
32K $1.22B
YJUN
First Tr Exchange Traded Fd Vi
-3.13K
- 7.76%
$24.2 - $25.07 $75.7K - $78.5K
37.2K $933M
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-2.54K
- 7.59%
N/A
30.9K $1.18B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.01K
- 3.94%
$50.53 - $50.82 $51.1K - $51.4K
24.7K $1.25B
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-2.13K
- 11.33%
$32.62 - $34.4 $69.4K - $73.1K
16.6K $572M
Innovator Etfs Trust
-3.02K
- 6.84%
N/A
41.2K $1.31B
ABT
Abbott Laboratories

Healthcare
-180
- 1.71%
$120.51 - $136.62 $21.7K - $24.6K
10.3K $1.38B
Innovator Etfs Trust
-2.36K
- 7.62%
N/A
28.6K $912M
Innovator Etfs Trust
-3.21K
- 9.3%
N/A
31.3K $846M
AMZN
Amazon Com Inc

Consumer Cyclical
-182
- 1.08%
$211.65 - $238.24 $38.5K - $43.4K
16.7K $3.66B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-565
- 5.65%
$67.48 - $71.55 $38.1K - $40.4K
9.44K $669M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.03K
- 8.9%
$68.24 - $73.73 $70.4K - $76.1K
10.6K $776M
NTR
Nutrien Ltd.

Basic Materials
-440
- 3.04%
$55.69 - $62.11 $24.5K - $27.3K
14K $824M
Aim ETF Products Trust
-2.28K
- 8.15%
N/A
25.7K $727M
First Tr Exchng Traded Fd Vi
-4.06K
- 7.15%
N/A
52.7K $1.32B
SIXJ
Aim ETF Prods Tr Allianzim U S
-470
- 6.15%
$31.96 - $33.34 $15K - $15.7K
7.17K $239M
SFLR
Innovator Etfs Tr Equity Manag
-2.26K
- 6.83%
N/A
30.7K $1.11B
EOCT
Innovator Etfs Tr Emerging Mar
-2.38K
- 8.68%
N/A
25K $778M
BA
Boeing CO

Industrials
-145
- 2.45%
$209.79 - $237.38 $30.4K - $34.4K
5.76K $1.24B
VTI
Vanguard Total Stock Market Et

ETFs
-496
- 6.97%
$303.93 - $329.86 $151K - $164K
6.62K $2.17B
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
-3.09K
- 8.7%
$21.29 - $23.82 $65.7K - $73.5K
32.4K $772M
AOA
Ishares Tr Core Aggressive All

ETFs
-111
- 2.53%
$82.71 - $88.14 $9.18K - $9.78K
4.28K $378M
Activity Summary
Buys All Purchases 46 New Holdings 10 Increased Positions 36 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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