Secured Retirement Advisors, LLC Portfolio Holdings

Secured Retirement Advisors, LLC

  • $175 Billion
  • Q4 2024

Secured Retirement Advisors, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $175 Billion distributed in 140 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 $4.74B, Unitedhealth Group Inc with a value of $4.69B, Caterpillar Inc with a value of $4.29B, Jp Morgan ETF Tr Ultra Short I with a value of $3.92B, and First Tr Ex Td Viii Ft Cboe Ve with a value of $3.65B.

Examining the 13F form we can see an increase of $35.8B in the current position value, from $139B to 175B.

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 $175 Billion
ETFs: $38 Billion
Technology: $29.8 Billion
Industrials: $19.9 Billion
Healthcare: $13 Billion
Financial Services: $11.9 Billion
Consumer Cyclical: $9.33 Billion
Energy: $7.38 Billion
Basic Materials: $6.71 Billion
Other: $16.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$4.74 Billion 2.71% of portfolio
-
Q4 2024 Reduced 0.6%
$507B
$4.69 Billion 2.68% of portfolio
9,263
Q4 2024 Added 2.96%
$196B
$4.29 Billion 2.46% of portfolio
11,836
Q4 2024 Added 44.46%
$0
$3.92 Billion 2.25% of portfolio
77,860
Q4 2024 Reduced 2.53%
$0
$3.65 Billion 2.09% of portfolio
119,649
Q4 2024 Reduced 1.03%
$3.09T
$3.34 Billion 1.91% of portfolio
7,922
Q4 2024 Added 3.51%
$194B
$3.05 Billion 1.75% of portfolio
19,849
Q4 2024 Added 68.11%
$1.22T
$2.93 Billion 1.68% of portfolio
15,460
Q4 2024 Added 22.88%
$0
$2.7 Billion 1.55% of portfolio
75,449
Q4 2024 Added 2.45%
$2.42T
$2.68 Billion 1.54% of portfolio
12,224
Q4 2024 Reduced 0.42%
$0
$2.57 Billion 1.47% of portfolio
59,123
Q4 2024 Added 1.9%
$434B
$2.55 Billion 1.46% of portfolio
2,785
Q4 2024 Reduced 7.38%
$0
$2.46 Billion 1.41% of portfolio
8,505
Q4 2024 Reduced 5.95%
$559B
$2.32 Billion 1.33% of portfolio
7,337
Q4 2024 Added 4.92%
$784B
$2.32 Billion 1.33% of portfolio
9,667
Q4 2024 Reduced 6.99%
$0
$2.29 Billion 1.31% of portfolio
73,006
Q4 2024 Added 0.52%
$0
$2.28 Billion 1.3% of portfolio
40,406
Q4 2024 Added 2.5%
$55.2B
$2.23 Billion 1.28% of portfolio
12,248
Q4 2024 Added 94.07%
$33.9B
$2.16 Billion 1.24% of portfolio
57,972
Q4 2024 New
$14.2B
$2.15 Billion 1.23% of portfolio
25,565
Q2 2024 Added 38.09%
$224B
$2.13 Billion 1.22% of portfolio
18,827
Q4 2024 Added 6.58%
$150B
$2.11 Billion 1.21% of portfolio
28,487
Q4 2024 Added 3.3%
$292B
$2.1 Billion 1.2% of portfolio
14,480
Q4 2024 Added 8.84%
$161B
$2 Billion 1.15% of portfolio
8,120
Q4 2024 Added 3.14%
$234B
$1.97 Billion 1.13% of portfolio
3,779
Q4 2024 Added 19.36%
$155B
$1.96 Billion 1.12% of portfolio
12,070
Q4 2024 Added 11.67%
$80.4B
$1.93 Billion 1.11% of portfolio
3,979
Q4 2024 Added 9.8%
$187B
$1.89 Billion 1.08% of portfolio
15,624
Q4 2024 Added 6.32%
$153B
$1.87 Billion 1.07% of portfolio
7,192
Q4 2024 Added 15.57%
$0
$1.87 Billion 1.07% of portfolio
24,196
Q4 2024 Reduced 4.03%
Ea Series Trust
-
$1.86 Billion 1.07% of portfolio
-
Q4 2024 Added 3.18%
$51.2B
$1.87 Billion 1.07% of portfolio
49,213
Q4 2024 Added 10.67%
$0
$1.84 Billion 1.05% of portfolio
32,584
Q4 2024 Added 5.72%
$44B
$1.84 Billion 1.05% of portfolio
38,628
Q4 2024 New
$84.1B
$1.71 Billion 0.98% of portfolio
4,628
Q4 2024 Added 0.61%
$299B
$1.7 Billion 0.97% of portfolio
12,641
Q4 2024 Reduced 1.2%
$44.6B
$1.67 Billion 0.96% of portfolio
9,382
Q4 2024 Reduced 22.41%
$249B
$1.65 Billion 0.95% of portfolio
27,906
Q4 2024 Added 586.83%
$103B
$1.62 Billion 0.93% of portfolio
9,813
Q4 2024 Reduced 15.5%
$7.75B
$1.62 Billion 0.93% of portfolio
8,509
Q4 2024 Reduced 3.34%
$50.7B
$1.62 Billion 0.93% of portfolio
4,224
Q4 2024 Added 1.66%
$98B
$1.51 Billion 0.86% of portfolio
6,739
Q4 2024 New
$459B
$1.48 Billion 0.85% of portfolio
8,877
Q4 2024 New
$229B
$1.47 Billion 0.84% of portfolio
6,676
Q4 2024 Added 413.14%
$30.9B
$1.45 Billion 0.83% of portfolio
7,866
Q4 2024 Added 2.65%
$7.48B
$1.43 Billion 0.82% of portfolio
15,184
Q4 2024 New
$90.4B
$1.42 Billion 0.81% of portfolio
7,041
Q4 2024 Added 8.07%
$0
$1.42 Billion 0.81% of portfolio
48,561
Q4 2024 Added 5.49%
$7.75B
$1.37 Billion 0.78% of portfolio
10,276
Q4 2024 Added 2.33%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $175 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 45 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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