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Size ($ in 1000's)
At 12/31/2023: $104,092
At 09/30/2023: $0
Secured Retirement Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Secured Retirement Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Secured Retirement Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Secured Retirement Advisors LLC.
In the Secured Retirement Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Secured Retirement Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Secured Retirement Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| EA SERIES TRUST |
131,360 |
+131,360 |
$4,016 | | STRV | 131,360 | +131,360 | $4,016 | | J P MORGAN EXCHANGE TRADED F (JPST) |
73,394 |
+73,394 |
$3,687 | | JPST | 73,394 | +73,394 | $3,687 | | UNITEDHEALTH GROUP INC |
6,803 |
+6,803 |
$3,582 | | UNH | 6,803 | +6,803 | $3,582 | | FIRST TR EXCHNG TRADED FD VI (BUFR) |
117,729 |
+117,729 |
$3,128 | | BUFR | 117,729 | +117,729 | $3,128 | | MICROSOFT CORP |
7,908 |
+7,908 |
$2,974 | | MSFT | 7,908 | +7,908 | $2,974 | | WISDOMTREE TR |
58,795 |
+58,795 |
$2,469 | | IHDG | 58,795 | +58,795 | $2,469 | | FIRST TR EXCHANGE TRADED FD (SDVY) |
75,158 |
+75,158 |
$2,463 | | SDVY | 75,158 | +75,158 | $2,463 | | CATERPILLAR INC |
7,609 |
+7,609 |
$2,250 | | CAT | 7,609 | +7,609 | $2,250 | | ABRDN ETFS (BCD) |
67,453 |
+67,453 |
$2,063 | | BCD | 67,453 | +67,453 | $2,063 | | VANGUARD INDEX FDS (VTI) |
8,521 |
+8,521 |
$2,021 | | VTI | 8,521 | +8,521 | $2,021 | | J P MORGAN EXCHANGE TRADED F (JEPQ) |
40,370 |
+40,370 |
$2,016 | | JEPQ | 40,370 | +40,370 | $2,016 | | ADVANCED MICRO DEVICES INC |
13,636 |
+13,636 |
$2,010 | | AMD | 13,636 | +13,636 | $2,010 | | PALO ALTO NETWORKS INC |
6,336 |
+6,336 |
$1,868 | | PANW | 6,336 | +6,336 | $1,868 | | EA SERIES TRUST |
66,915 |
+66,915 |
$1,862 | | STXE | 66,915 | +66,915 | $1,862 | | COSTCO WHSL CORP NEW |
2,654 |
+2,654 |
$1,752 | | COST | 2,654 | +2,654 | $1,752 | | APPLIED MATLS INC |
10,801 |
+10,801 |
$1,751 | | AMAT | 10,801 | +10,801 | $1,751 | | ABBOTT LABS |
15,468 |
+15,468 |
$1,703 | | ABT | 15,468 | +15,468 | $1,703 | | SYNOPSYS INC |
3,189 |
+3,189 |
$1,642 | | SNPS | 3,189 | +3,189 | $1,642 | | APPLE INC |
8,345 |
+8,345 |
$1,607 | | AAPL | 8,345 | +8,345 | $1,607 | | GRACO INC |
18,513 |
+18,513 |
$1,606 | | GGG | 18,513 | +18,513 | $1,606 | | TJX COS INC NEW |
16,790 |
+16,790 |
$1,575 | | TJX | 16,790 | +16,790 | $1,575 | | PACER FDS TR |
30,222 |
+30,222 |
$1,571 | | COWZ | 30,222 | +30,222 | $1,571 | | JPMORGAN CHASE & CO |
9,063 |
+9,063 |
$1,542 | | JPM | 9,063 | +9,063 | $1,542 | | FREEPORT MCMORAN INC |
35,757 |
+35,757 |
$1,522 | | FCX | 35,757 | +35,757 | $1,522 | | TARGET CORP |
10,550 |
+10,550 |
$1,503 | | TGT | 10,550 | +10,550 | $1,503 | | SCHWAB CHARLES CORP |
21,478 |
+21,478 |
$1,478 | | SCHW | 21,478 | +21,478 | $1,478 | | ILLINOIS TOOL WKS INC |
5,524 |
+5,524 |
$1,447 | | ITW | 5,524 | +5,524 | $1,447 | | ALPHABET INC |
10,354 |
+10,354 |
$1,446 | | GOOGL | 10,354 | +10,354 | $1,446 | | PACER FDS TR |
45,706 |
+45,706 |
$1,428 | | ICOW | 45,706 | +45,706 | $1,428 | | QUALCOMM INC |
9,811 |
+9,811 |
$1,419 | | QCOM | 9,811 | +9,811 | $1,419 | | CHEVRON CORP NEW |
9,198 |
+9,198 |
$1,372 | | CVX | 9,198 | +9,198 | $1,372 | | VANGUARD BD INDEX FDS (BSV) |
17,733 |
+17,733 |
$1,366 | | BSV | 17,733 | +17,733 | $1,366 | | LOWES COS INC |
6,039 |
+6,039 |
$1,344 | | LOW | 6,039 | +6,039 | $1,344 | | THERMO FISHER SCIENTIFIC INC |
2,319 |
+2,319 |
$1,231 | | TMO | 2,319 | +2,319 | $1,231 | | TRANE TECHNOLOGIES PLC |
5,000 |
+5,000 |
$1,220 | | TT | 5,000 | +5,000 | $1,220 | | FLEXSHARES TR (QDEF) |
20,568 |
+20,568 |
$1,215 | | QDEF | 20,568 | +20,568 | $1,215 | | STEEL DYNAMICS INC |
9,527 |
+9,527 |
$1,125 | | STLD | 9,527 | +9,527 | $1,125 | | HONEYWELL INTL INC |
5,308 |
+5,308 |
$1,113 | | HON | 5,308 | +5,308 | $1,113 | | SSGA ACTIVE TR |
23,305 |
+23,305 |
$1,092 | | STOT | 23,305 | +23,305 | $1,092 | | BLACKSTONE INC |
8,193 |
+8,193 |
$1,073 | | BX | 8,193 | +8,193 | $1,073 | | PHILLIPS 66 |
7,917 |
+7,917 |
$1,054 | | PSX | 7,917 | +7,917 | $1,054 | | PAYPAL HLDGS INC |
16,829 |
+16,829 |
$1,033 | | PYPL | 16,829 | +16,829 | $1,033 | | ISHARES TR (ISTB) |
20,365 |
+20,365 |
$969 | | ISTB | 20,365 | +20,365 | $969 | | PROLOGIS INC. |
7,180 |
+7,180 |
$957 | | PLD | 7,180 | +7,180 | $957 | | MONSTER BEVERAGE CORP NEW |
16,580 |
+16,580 |
$955 | | MNST | 16,580 | +16,580 | $955 | | TAKE TWO INTERACTIVE SOFTWAR |
5,920 |
+5,920 |
$953 | | TTWO | 5,920 | +5,920 | $953 | | WASTE MGMT INC DEL |
5,222 |
+5,222 |
$935 | | WM | 5,222 | +5,222 | $935 | | SPDR GOLD TR (GLD) |
4,555 |
+4,555 |
$871 | | GLD | 4,555 | +4,555 | $871 | | OCCIDENTAL PETE CORP |
13,824 |
+13,824 |
$825 | | OXY | 13,824 | +13,824 | $825 | | REVVITY INC |
7,267 |
+7,267 |
$794 | | RVTY | 7,267 | +7,267 | $794 |
See Full List: All Stocks Held By Secured Retirement Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Secured Retirement Advisors LLC
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