13F-HR filed by SECURED RETIREMENT ADVISORS, LLC
SECURED RETIREMENT ADVISORS, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-30, with 140 holding rows worth $174,596,474.
- Accession
- 0001085146-25-000642
- Filer
- CIK 2012356
- Filed
- 2025-01-30
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 140 entries on the cover page, a total value of $174,596,474 stated on the cover page (in dollars after the unit check, H1), rows summing to $174,596,474 with VALUE read as dollars as filed, 13F file number 028-23972. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| EA SERIES TRUST | 02072L680 | STRIVE 500 ETF | 125,385 | $4,739,553 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 9,263 | $4,685,965 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 11,836 | $4,293,738 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 77,860 | $3,921,813 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F755 | FT VEST LADDERED | 119,649 | $3,645,705 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 7,922 | $3,338,925 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 19,849 | $3,049,184 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 15,460 | $2,926,563 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 75,449 | $2,704,847 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 12,224 | $2,681,823 | dollars as filed | |
| WISDOMTREE TR | 97717X594 | ITL HDG QTLY DIV | 59,123 | $2,570,077 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 2,785 | $2,551,902 | dollars as filed | |
| VTI | 922908769 | COM | 8,505 | $2,464,877 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 7,337 | $2,318,913 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 9,667 | $2,317,262 | dollars as filed | |
| ABRDN ETFS | 003261203 | BBRG ALL COMMDY | 73,006 | $2,287,278 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 40,406 | $2,278,090 | dollars as filed | |
| Apple Inc | 037833100 | COM | 9,097 | $2,278,003 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 12,248 | $2,228,646 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 57,972 | $2,157,718 | dollars as filed | |
| GRACO INC COM | 384109104 | Stock | 25,565 | $2,154,874 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 18,827 | $2,129,578 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 28,487 | $2,108,307 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 14,480 | $2,097,294 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 8,120 | $2,004,116 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 3,779 | $1,966,021 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 12,070 | $1,963,001 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 3,979 | $1,931,247 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 15,624 | $1,887,223 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 7,192 | $1,874,645 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 49,213 | $1,874,038 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 24,196 | $1,869,625 | dollars as filed | |
| EA SERIES TRUST | 02072L698 | STRIVE EMERGING | 67,543 | $1,862,161 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 32,584 | $1,840,344 | dollars as filed | |
| CORNING INC | 219350105 | COM | 38,628 | $1,835,603 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 4,628 | $1,709,352 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 12,641 | $1,697,563 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 9,382 | $1,674,751 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 27,906 | $1,652,035 | dollars as filed | |
| CHART INDS INC | 16115Q308 | COM | 8,509 | $1,623,858 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 9,813 | $1,620,736 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 4,224 | $1,615,300 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 6,739 | $1,507,658 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 8,877 | $1,479,331 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 6,676 | $1,467,587 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 7,866 | $1,447,973 | dollars as filed | |
| POPULAR INC | 733174700 | COM NEW | 15,184 | $1,428,207 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 7,041 | $1,420,755 | dollars as filed | |
| PACER FDS TR | 69374H873 | DEVELOPED MRKT | 48,561 | $1,417,496 | dollars as filed | |
| ENSIGN GROUP INC | 29358P101 | COM | 10,276 | $1,365,308 | dollars as filed | |
| SONY GROUP CORP SPONSORED ADR | 835699307 | ADR | 63,330 | $1,340,063 | dollars as filed | |
| PAYCOMSOFTWAREINC | 70432V102 | STOK | 6,517 | $1,335,761 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 13,995 | $1,325,746 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 26,516 | $1,310,144 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 2,032 | $1,292,413 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F367 | FT VEST U.S | 36,894 | $1,262,432 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 11,857 | $1,253,240 | dollars as filed | |
| FLEXSHARES TR | 33939L845 | QLT DIV DEF IDX | 17,771 | $1,247,938 | dollars as filed | |
| FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - SEPTEMBER | 33740F185 | UIT EXCHANGE TRADED | 62,103 | $1,232,745 | dollars as filed | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 7,138 | $1,229,235 | dollars as filed | |
| APTIV PLC | G3265R107 | COM SHS | 20,301 | $1,227,804 | dollars as filed | |
| ORION S.A. | L72967109 | COM | 76,734 | $1,211,630 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 5,346 | $1,207,555 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F417 | FT VEST U.S | 51,043 | $1,203,109 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 25,053 | $1,198,304 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 21,232 | $1,131,029 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,796 | $1,129,137 | dollars as filed | |
| Deere & Company | 244199105 | COM | 2,582 | $1,093,993 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U687 | FT VEST U.S EQT | 30,933 | $1,082,036 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 6,963 | $1,079,613 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y442 | U S EQ 10 BUFFER | 36,199 | $1,077,282 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 9,927 | $1,067,888 | dollars as filed | |
| SSGA ACTIVE TR | 78470P200 | ST STR TOTAL ETF | 22,518 | $1,055,193 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H505 | ALLIA US OCT ETF | 29,095 | $1,034,525 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 24,995 | $1,025,295 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 15,918 | $977,843 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 16,986 | $977,205 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 8,264 | $913,420 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y673 | QUITY MANAGD FLR | 27,545 | $899,344 | dollars as filed | |
| CRANE NXT CO | 224441105 | COM | 15,260 | $888,437 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 12,066 | $873,216 | dollars as filed | |
| Goldman Sachs Physical Gold ETF | 38150K103 | SHS | 33,200 | $861,042 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 17,296 | $837,472 | dollars as filed | |
| TEREX CORP NEW COM | 880779103 | Stock | 17,465 | $807,232 | dollars as filed | |
| CELSIUS HLDGS INC | 15118V207 | COM NEW | 30,532 | $804,213 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 3,583 | $790,876 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 36,917 | $788,178 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C615 | GRWT100 PWR BUF | 15,211 | $780,951 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U869 | FT VEST INT JUNE | 36,100 | $779,399 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 6,973 | $776,722 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45784N841 | GROWTH 100 PWR B | 31,306 | $763,866 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y533 | INNOVATOR INTER | 27,709 | $763,530 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 10,849 | $742,397 | dollars as filed | |
| MATCH GROUP INC NEW | 57667L107 | COM | 21,802 | $713,143 | dollars as filed | |
| Boeing Company | 097023105 | COM | 3,930 | $695,610 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C623 | EMERGING MKT PWR | 25,292 | $656,186 | dollars as filed | |
| NUTRIEN LTD COM | 67077M108 | Stock | 14,625 | $654,469 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 4,963 | $650,352 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 4,536 | $648,512 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 2,670 | $646,487 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H539 | FUND | 25,210 | $644,317 | dollars as filed | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 12,688 | $606,106 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E849 | VEST GOLD STRTGY | 32,232 | $591,612 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 4,232 | $572,127 | dollars as filed | |
| ROLLINS INC COM | 775711104 | Stock | 12,160 | $563,616 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 4,171 | $538,436 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 8,885 | $523,593 | dollars as filed | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 4,349 | $496,081 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 8,635 | $453,856 | dollars as filed | |
| ISHARES TR | 464289479 | CORE LT USDB ETF | 8,909 | $433,423 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 671 | $395,004 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 3,087 | $384,361 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 3,748 | $377,049 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 4,651 | $356,313 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 5,087 | $343,449 | dollars as filed | |
| WISDOMTREE TR | 97717W588 | US LARGECAP FUND | 5,269 | $322,357 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 1,350 | $316,233 | dollars as filed | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 3,450 | $312,087 | dollars as filed | |
| AGILYSYS INC | 00847J105 | COM | 2,277 | $299,904 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U612 | VEST US EQUITY M | 9,480 | $292,742 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,574 | $279,700 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 3,072 | $279,276 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 3,759 | $264,596 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 3,863 | $255,499 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 589 | $241,749 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 1,001 | $241,131 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 2,022 | $237,573 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 3,632 | $231,631 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 298 | $230,096 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 416 | $223,913 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 744 | $223,542 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 472 | $213,948 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 2,659 | $212,409 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 801 | $211,568 | dollars as filed | |
| IRON MTN INC DEL COM | 46284V101 | REIT | 1,967 | $206,751 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 7,779 | $206,377 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 3,805 | $204,785 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 2,021 | $202,908 | dollars as filed | |
| HUNTINGTON BANCSHARES INC COM | 446150104 | Stock | 12,090 | $196,704 | dollars as filed | |
| WALGREENS BOOTS ALLIANCE INC | 931427108 | COM | 10,565 | $98,571 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-000642 | this filing | 2025-01-30 | acceptance time not in the bulk data set |