Secured Retirement Advisors, LLC Portfolio Holdings

Secured Retirement Advisors, LLC

  • $155 Billion
  • Q1 2025

Secured Retirement Advisors, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 116 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 $8.6B, Nvidia Corp with a value of $5.55B, Microsoft Corp with a value of $5.47B, Apple Inc. with a value of $5.23B, and Pimco Active Bond Exchange Tra with a value of $5.04B.

Examining the 13F form we can see an decrease of $19.4B in the current position value, from $175B to 155B.

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 $155 Billion
Technology: $31 Billion
ETFs: $29.1 Billion
Financial Services: $16.1 Billion
Industrials: $13.5 Billion
Communication Services: $9.65 Billion
Consumer Cyclical: $8.99 Billion
Consumer Defensive: $4.86 Billion
Healthcare: $4.77 Billion
Other: $9.68 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$269B
$1.2 Billion 0.77% of portfolio
4,466
Q1 2025 New
$77.7B
$1.2 Billion 0.77% of portfolio
1,966
Q1 2025 Reduced 3.25%
First Tr Exchng Traded Fd Vi
-
$1.19 Billion 0.76% of portfolio
-
Q1 2025 Reduced 3.75%
$379B
$1.18 Billion 0.76% of portfolio
8,419
Q1 2025 Reduced 5.16%
$51.5B
$1.17 Billion 0.75% of portfolio
7,015
Q1 2025 Reduced 1.72%
$140B
$1.16 Billion 0.75% of portfolio
2,475
Q1 2025 Reduced 4.14%
First Tr Exchng Traded Fd Vi
-
$1.17 Billion 0.75% of portfolio
-
Q1 2025 Added 9.93%
$69.5B
$1.13 Billion 0.73% of portfolio
10,297
Q1 2025 New
$156B
$1.11 Billion 0.72% of portfolio
3,575
Q1 2025 Reduced 50.29%
$0
$1.12 Billion 0.72% of portfolio
31,914
Q1 2025 Added 9.69%
$35.5B
$1.08 Billion 0.7% of portfolio
24,565
Q1 2025 Reduced 1.72%
$132B
$1.09 Billion 0.7% of portfolio
15,358
Q1 2025 Added 308.57%
$73.4B
$1.05 Billion 0.67% of portfolio
2,622
Q1 2025 New
$440B
$1 Billion 0.65% of portfolio
8,418
Q1 2025 Reduced 15.2%
$64.3B
$986 Million 0.64% of portfolio
20,974
Q1 2025 Reduced 1.22%
$732M
$988 Million 0.64% of portfolio
76,380
Q1 2025 Reduced 0.46%
$9.95B
$939 Million 0.61% of portfolio
9,523
Q1 2025 Added 36.57%
$27.7B
$926 Million 0.6% of portfolio
8,068
Q1 2025 New
$148B
$923 Million 0.6% of portfolio
11,793
Q1 2025 Reduced 58.6%
$8.39B
$908 Million 0.59% of portfolio
29,092
Q1 2025 Added 33.44%
$41.4B
$895 Million 0.58% of portfolio
2,855
Q1 2025 New
Coherent Corp
-
$898 Million 0.58% of portfolio
-
Q1 2025 Reduced 1.15%
$1.09B
$890 Million 0.57% of portfolio
28,823
Q1 2025 Reduced 13.18%
$55.9B
$883 Million 0.57% of portfolio
5,177
Q1 2025 Reduced 57.73%
$0
$886 Million 0.57% of portfolio
39,057
Q1 2025 Added 8.19%
$7.3B
$874 Million 0.56% of portfolio
6,898
Q1 2025 Reduced 0.93%
Innovator Etfs Trust
-
$868 Million 0.56% of portfolio
-
Q1 2025 Added 8.92%
Canadian Pacific Kansas City
-
$832 Million 0.54% of portfolio
-
Q1 2025 Reduced 1.81%
$44.5B
$836 Million 0.54% of portfolio
5,877
Q1 2025 Added 18.42%
$0
$827 Million 0.53% of portfolio
16,338
Q1 2025 Reduced 79.02%
$0
$808 Million 0.52% of portfolio
23,664
Q1 2025 Reduced 67.59%
$0
$808 Million 0.52% of portfolio
16,247
Q1 2025 Added 6.81%
$57.8B
$806 Million 0.52% of portfolio
10,059
Q1 2025 New
Innovator Etfs Trust
-
$796 Million 0.51% of portfolio
-
Q1 2025 Added 7.9%
$0
$742 Million 0.48% of portfolio
11,950
Q1 2025 Added 34.5%
$0
$737 Million 0.48% of portfolio
35,082
Q1 2025 Added 8.84%
$0
$740 Million 0.48% of portfolio
24,917
Q1 2025 Reduced 79.17%
$30.7B
$725 Million 0.47% of portfolio
14,605
Q1 2025 Reduced 0.14%
Arista Networks Inc
-
$736 Million 0.47% of portfolio
-
Q1 2025 Added 14.99%
$0
$733 Million 0.47% of portfolio
10,416
Q1 2025 Reduced 3.99%
-
$717 Million 0.46% of portfolio
-
Q1 2025 Added 6.48%
$139B
$702 Million 0.45% of portfolio
3,011
Q1 2025 Reduced 62.92%
Aim ETF Products Trust
-
$680 Million 0.44% of portfolio
-
Q1 2025 Added 8.69%
$109B
$652 Million 0.42% of portfolio
3,823
Q1 2025 Reduced 2.72%
$2.39B
$655 Million 0.42% of portfolio
17,343
Q1 2025 Reduced 0.7%
Te Connectivity PLC
-
$640 Million 0.41% of portfolio
-
Q1 2025 Reduced 0.2%
$20.9B
$462 Million 0.3% of portfolio
29,938
Q1 2025 Reduced 18.9%
$270B
$408 Million 0.26% of portfolio
5,685
Q1 2025 New
$0
$352 Million 0.23% of portfolio
4,601
Q1 2025 Reduced 1.08%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $155 Billion
  • Prior Value $175 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 33 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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