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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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