13F-HR filed by SECURED RETIREMENT ADVISORS, LLC
SECURED RETIREMENT ADVISORS, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-23, with 115 holding rows worth $167,799,056.
- Accession
- 0001085146-25-004057
- Filer
- CIK 2012356
- Filed
- 2025-07-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 115 entries on the cover page, a total value of $167,799,056 stated on the cover page (in dollars after the unit check, H1), rows summing to $167,799,056 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 | 235,707 | $9,442,438 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 14,128 | $7,027,646 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 39,036 | $6,167,304 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 59,986 | $5,529,509 | dollars as filed | |
| Apple Inc | 037833100 | COM | 24,359 | $4,997,668 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 16,865 | $3,700,012 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 4,522 | $3,337,692 | dollars as filed | |
| CORNING INC | 219350105 | COM | 63,276 | $3,327,692 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 54,289 | $2,841,486 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 15,209 | $2,680,367 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 4,657 | $2,617,021 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 29,258 | $2,442,458 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 8,034 | $2,368,263 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 23,221 | $2,330,265 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 7,106 | $2,216,853 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F755 | FT VEST LADDERED | 69,416 | $2,207,429 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 4,535 | $2,202,967 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 7,554 | $2,189,878 | dollars as filed | |
| VTI | 922908769 | COM | 7,120 | $2,163,982 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 8,669 | $2,143,425 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 7,538 | $2,077,937 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 26,137 | $2,056,991 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 21,318 | $1,937,768 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,409 | $1,886,834 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 27,150 | $1,883,667 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q724 | HEDGED EQUITY LA | 29,759 | $1,862,330 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 8,337 | $1,822,718 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 32,950 | $1,792,503 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 12,418 | $1,778,102 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 10,846 | $1,727,302 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 4,705 | $1,670,341 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 45,340 | $1,599,607 | dollars as filed | |
| POPULAR INC | 733174700 | COM NEW | 14,467 | $1,594,408 | dollars as filed | |
| SONY GROUP CORP SPONSORED ADR | 835699307 | ADR | 61,050 | $1,589,131 | dollars as filed | |
| EA SERIES TRUST | 02072L698 | STRIVE EMERGING | 50,564 | $1,568,166 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 4,007 | $1,555,473 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 16,987 | $1,547,689 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 15,722 | $1,537,256 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 9,933 | $1,471,869 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F367 | FT VEST U.S | 40,557 | $1,449,811 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 4,506 | $1,431,376 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 10,519 | $1,430,696 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 9,498 | $1,368,282 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 1,949 | $1,361,318 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y442 | U S EQ 10 BUFFER | 44,179 | $1,360,713 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F417 | FT VEST U.S | 56,762 | $1,327,663 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 22,521 | $1,312,073 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 15,322 | $1,304,241 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 25,689 | $1,303,717 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 2,972 | $1,299,983 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U687 | FT VEST U.S EQT | 35,327 | $1,288,595 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 36,057 | $1,286,884 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 12,512 | $1,263,002 | dollars as filed | |
| Boeing Company | 097023105 | COM | 5,907 | $1,237,694 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H505 | ALLIA US OCT ETF | 33,395 | $1,235,949 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 13,774 | $1,228,779 | dollars as filed | |
| Deere & Company | 244199105 | COM | 2,405 | $1,222,918 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | MANAGED FUTURES | 45,536 | $1,217,640 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 7,395 | $1,181,013 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 10,315 | $1,140,921 | dollars as filed | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 7,005 | $1,126,124 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y673 | QUITY MANAGD FLR | 32,998 | $1,107,743 | dollars as filed | |
| FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - SEPTEMBER | 33740F185 | UIT EXCHANGE TRADED | 53,872 | $1,103,654 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,415 | $1,103,035 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 24,336 | $1,101,204 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 9,859 | $1,041,308 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 3,650 | $1,019,133 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 6,962 | $1,016,591 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 20,404 | $1,004,081 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 10,981 | $1,001,902 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 12,504 | $989,817 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U869 | FT VEST INT JUNE | 40,343 | $987,597 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 6,848 | $980,702 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y533 | INNOVATOR INTER | 30,986 | $957,929 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 4,663 | $954,236 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 11,795 | $934,990 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 24,375 | $934,537 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C615 | GRWT100 PWR BUF | 16,594 | $904,343 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45784N841 | GROWTH 100 PWR B | 34,470 | $890,446 | dollars as filed | |
| MATCH GROUP INC NEW | 57667L107 | COM | 28,677 | $885,833 | dollars as filed | |
| NUTRIEN LTD COM | 67077M108 | Stock | 14,470 | $842,733 | dollars as filed | |
| ORION S.A. | L72967109 | COM | 77,140 | $809,199 | dollars as filed | |
| TEREX CORP NEW COM | 880779103 | Stock | 17,270 | $806,336 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 11,589 | $800,651 | dollars as filed | |
| Goldman Sachs Physical Gold ETF | 38150K103 | SHS | 23,696 | $774,385 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C623 | EMERGING MKT PWR | 27,389 | $774,035 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E849 | VEST GOLD STRTGY | 35,477 | $761,638 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 4,467 | $753,449 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H539 | FUND | 27,941 | $742,532 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 10,004 | $695,678 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 22,690 | $656,649 | dollars as filed | |
| ABRDN ETFS | 003261203 | BBRG ALL COMMDY | 18,764 | $622,027 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 28,228 | $577,263 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 3,820 | $520,742 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 8,179 | $414,512 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 4,525 | $412,725 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 4,394 | $366,460 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,770 | $365,692 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 6,686 | $289,307 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 1,389 | $288,413 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 4,653 | $272,806 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 570 | $264,013 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 850 | $259,106 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 685 | $251,127 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H869 | ALLIANZIM US EQ | 7,639 | $244,524 | dollars as filed | |
| WISDOMTREE TR | 97717W588 | US LARGECAP FUND | 3,759 | $240,614 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,275 | $231,706 | dollars as filed | |
| WISDOMTREE TR | 97717X594 | ITL HDG QTLY DIV | 4,994 | $224,997 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 497 | $217,885 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 4,679 | $216,577 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 1,801 | $215,440 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,135 | $210,698 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 2,305 | $206,851 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 15,118 | $164,029 | dollars as filed | |
| AMCOR PLC | G0250X107 | ORD | 12,115 | $111,337 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-004057 | this filing | 2025-07-23 | acceptance time not in the bulk data set |