Secured Retirement Advisors, LLC Portfolio Holdings

Secured Retirement Advisors, LLC

  • $179 Billion
  • Q3 2025

Secured Retirement Advisors, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $179 Billion distributed in 122 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 $9.35B, Nvidia Corp with a value of $7.32B, Microsoft Corp with a value of $7.31B, Apple Inc. with a value of $6.3B, and Pimco Active Bond Exchange Tra with a value of $5.36B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $168B to 179B.

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 $179 Billion
Technology: $40.4 Billion
ETFs: $31.9 Billion
Industrials: $17.6 Billion
Financial Services: $15.9 Billion
Consumer Cyclical: $10.1 Billion
Communication Services: $9.42 Billion
Healthcare: $8.94 Billion
Consumer Defensive: $5.7 Billion
Other: $12.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Ea Series Trust
-
$1.29 Billion 0.72% of portfolio
-
Q3 2025 Reduced 22.29%
$254B
$1.27 Billion 0.71% of portfolio
7,598
Q3 2025 Added 9.14%
$58.5B
$1.27 Billion 0.71% of portfolio
6,760
Q3 2025 Reduced 3.5%
$0
$1.25 Billion 0.7% of portfolio
24,678
Q3 2025 Reduced 3.94%
$0
$1.25 Billion 0.7% of portfolio
44,572
Q3 2025 Reduced 2.12%
$129B
$1.24 Billion 0.69% of portfolio
5,762
Q3 2025 Reduced 2.45%
First Tr Exchng Traded Fd Vi
-
$1.22 Billion 0.68% of portfolio
-
Q3 2025 Reduced 9.3%
$3.74B
$1.22 Billion 0.68% of portfolio
23,751
Q3 2025 Added 37.53%
$70.7B
$1.2 Billion 0.67% of portfolio
24,872
Q3 2025 Added 2.2%
$94.6B
$1.19 Billion 0.66% of portfolio
19,513
Q3 2025 Reduced 4.37%
$0
$1.18 Billion 0.66% of portfolio
30,859
Q3 2025 Reduced 7.59%
$46.8B
$1.16 Billion 0.65% of portfolio
23,765
Q3 2025 Reduced 2.5%
$97.4B
$1.13 Billion 0.63% of portfolio
1,488
Q3 2025 Reduced 23.65%
-
$1.11 Billion 0.62% of portfolio
-
Q3 2025 Reduced 6.83%
$12.3B
$1.1 Billion 0.62% of portfolio
6,595
Q3 2025 Reduced 3.69%
$76.6B
$1.1 Billion 0.62% of portfolio
10,036
Q3 2025 Added 1.8%
$0
$1.06 Billion 0.59% of portfolio
10,127
Q3 2025 New
$21.5B
$1.01 Billion 0.57% of portfolio
10,285
Q3 2025 Added 127.29%
$55.8B
$1 Billion 0.56% of portfolio
4,978
Q3 2025 Reduced 32.68%
$9.36B
$979 Million 0.55% of portfolio
27,712
Q3 2025 Reduced 3.37%
$0
$970 Million 0.54% of portfolio
35,092
Q3 2025 New
First Tr Exchng Traded Fd Vi
-
$961 Million 0.54% of portfolio
-
Q3 2025 Reduced 15.62%
Te Connectivity PLC
-
$947 Million 0.53% of portfolio
-
Q3 2025 Reduced 3.47%
$0
$933 Million 0.52% of portfolio
37,213
Q3 2025 Reduced 7.76%
$132B
$936 Million 0.52% of portfolio
29,776
Q3 2025 Reduced 17.42%
Innovator Etfs Trust
-
$912 Million 0.51% of portfolio
-
Q3 2025 Reduced 7.62%
Innovator Etfs Trust
-
$846 Million 0.47% of portfolio
-
Q3 2025 Reduced 9.3%
Canadian Pacific Kansas City
-
$849 Million 0.47% of portfolio
-
Q3 2025 Reduced 3.32%
$0
$821 Million 0.46% of portfolio
14,443
Q3 2025 Reduced 12.96%
$64.2B
$820 Million 0.46% of portfolio
4,026
Q3 2025 Reduced 13.66%
$30.2B
$824 Million 0.46% of portfolio
14,030
Q3 2025 Reduced 3.04%
$1.35B
$796 Million 0.44% of portfolio
20,874
Q3 2025 Reduced 11.91%
$17.6B
$795 Million 0.44% of portfolio
9,415
Q3 2025 New
-
$778 Million 0.43% of portfolio
-
Q3 2025 Reduced 8.68%
$0
$776 Million 0.43% of portfolio
10,557
Q3 2025 Reduced 8.9%
$0
$772 Million 0.43% of portfolio
32,392
Q3 2025 Reduced 8.7%
Aim ETF Products Trust
-
$727 Million 0.41% of portfolio
-
Q3 2025 Reduced 8.15%
J P Morgan Exchange Traded F
-
$717 Million 0.4% of portfolio
-
Q3 2025 Reduced 62.92%
$29.9B
$683 Million 0.38% of portfolio
27,808
Q3 2025 Reduced 1.49%
$0
$669 Million 0.37% of portfolio
9,439
Q3 2025 Reduced 5.65%
$173B
$645 Million 0.36% of portfolio
6,758
Q3 2025 Reduced 38.46%
$342B
$619 Million 0.35% of portfolio
1,792
Q3 2025 Reduced 74.78%
$20B
$614 Million 0.34% of portfolio
2,993
Q3 2025 New
$0
$572 Million 0.32% of portfolio
16,638
Q3 2025 Reduced 11.33%
$356B
$574 Million 0.32% of portfolio
3,144
Q3 2025 Reduced 17.7%
$384B
$502 Million 0.28% of portfolio
3,101
Q3 2025 New
$211B
$486 Million 0.27% of portfolio
3,464
Q3 2025 Added 25.05%
$342M
$441 Million 0.25% of portfolio
58,232
Q3 2025 Reduced 24.51%
$114B
$447 Million 0.25% of portfolio
6,761
Q3 2025 Added 45.3%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $179 Billion
  • Prior Value $168 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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