Secured Retirement Advisors, LLC Portfolio Holdings

Secured Retirement Advisors, LLC

  • $128 Billion
  • Q2 2024

Secured Retirement Advisors, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $128 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Unitedhealth Group Inc with a value of $4.53B, Ea Ser Tr Strive 500 ETF with a value of $4.53B, Jp Morgan ETF Tr Ultra Short I with a value of $3.83B, First Tr Ex Td Viii Ft Cboe Ve with a value of $3.46B, and Microsoft Corp with a value of $3.33B.

Examining the 13F form we can see an increase of $10.3B in the current position value, from $118B to 128B.

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 $128 Billion
ETFs: $37.3 Billion
Technology: $19.7 Billion
Healthcare: $11.4 Billion
Industrials: $10.9 Billion
Consumer Cyclical: $8.83 Billion
Financial Services: $7.09 Billion
Energy: $5.3 Billion
Consumer Defensive: $4.89 Billion
Other: $9.34 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.98B
$1.2 Billion 0.93% of portfolio
9,695
Q2 2024 Added 9.68%
$4.55B
$780 Million 0.61% of portfolio
5,405
Q2 2024 New
$7.03B
$278 Million 0.22% of portfolio
4,717
Q2 2024 Reduced 62.16%
$2.73B
$237 Million 0.18% of portfolio
2,277
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $128 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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