SECURED RETIREMENT ADVISORS, LLC holdings history

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132 is the total number of securities SECURED RETIREMENT ADVISORS, LLC has owned. The longest SECURED RETIREMENT ADVISORS, LLC has owned a single stock is 3 quarters.

SECURED RETIREMENT ADVISORS, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
EA SERIES TRUST333.53%3.72%3.86%Q4 2023Q2 20243
UNH UNITEDHEALTH GROUP INC333.23%3.40%3.53%Q4 2023Q2 20243
JPST J P MORGAN EXCHANGE TR...332.99%3.24%3.54%Q4 2023Q2 20243
BUFR FIRST TR EXCHNG TRADED...332.70%2.84%3.00%Q4 2023Q2 20243
MSFT MICROSOFT CORP332.42%2.62%2.86%Q4 2023Q2 20243
IHDG WISDOMTREE TR332.08%2.25%2.37%Q4 2023Q2 20243
SDVY FIRST TR EXCHANGE-TRAD...331.96%2.19%2.37%Q4 2023Q2 20243
CAT CATERPILLAR INC332.06%2.17%2.28%Q4 2023Q2 20243
AMD ADVANCED MICRO DEVICES...331.82%1.96%2.13%Q4 2023Q2 20243
BCD ABRDN ETFS331.78%1.87%1.98%Q4 2023Q2 20243
VTI VANGUARD INDEX FDS331.78%1.86%1.94%Q4 2023Q2 20243
J P MORGAN EXCHANGE TR...331.74%1.85%1.94%Q4 2023Q2 20243
AMAT APPLIED MATLS INC331.68%1.82%1.94%Q4 2023Q2 20243
COST COSTCO WHSL CORP NEW331.67%1.76%1.91%Q4 2023Q2 20243
EA SERIES TRUST331.55%1.66%1.79%Q4 2023Q2 20243
PANW PALO ALTO NETWORKS INC331.33%1.58%1.80%Q4 2023Q2 20243
QCOM QUALCOMM INC331.36%1.56%1.75%Q4 2023Q2 20243
JPM JPMORGAN CHASE & CO.331.48%1.55%1.59%Q4 2023Q2 20243
FCX FREEPORT-MCMORAN INC331.46%1.55%1.62%Q4 2023Q2 20243
SNPS SYNOPSYS INC331.50%1.55%1.58%Q4 2023Q2 20243
GGG GRACO INC331.47%1.53%1.58%Q4 2023Q2 20243
TJX TJX COS INC NEW331.47%1.53%1.60%Q4 2023Q2 20243
GOOGL ALPHABET INC331.39%1.53%1.75%Q4 2023Q2 20243
ABT ABBOTT LABS331.36%1.48%1.64%Q4 2023Q2 20243
CVX CHEVRON CORP NEW331.32%1.47%1.56%Q4 2023Q2 20243
COWZ PACER FDS TR331.34%1.46%1.54%Q4 2023Q2 20243
SCHW SCHWAB CHARLES CORP331.42%1.45%1.49%Q4 2023Q2 20243
AAPL APPLE INC331.22%1.41%1.54%Q4 2023Q2 20243
LOW LOWES COS INC331.29%1.35%1.46%Q4 2023Q2 20243
BSV VANGUARD BD INDEX FDS331.28%1.30%1.31%Q4 2023Q2 20243
TMO THERMO FISHER SCIENTIF...331.18%1.28%1.34%Q4 2023Q2 20243
AMZN AMAZON COM INC330.41%1.26%1.78%Q4 2023Q2 20243
ICOW PACER FDS TR331.09%1.24%1.37%Q4 2023Q2 20243
TT TRANE TECHNOLOGIES PLC331.17%1.17%1.18%Q4 2023Q2 20243
STLD STEEL DYNAMICS INC331.02%1.09%1.17%Q4 2023Q2 20243
QDEF FLEXSHARES TR330.99%1.08%1.17%Q4 2023Q2 20243
ITW ILLINOIS TOOL WKS INC330.41%1.05%1.39%Q4 2023Q2 20243
NVDA NVIDIA CORPORATION330.61%1.01%1.44%Q4 2023Q2 20243
WM WASTE MGMT INC DEL330.90%0.99%1.04%Q4 2023Q2 20243
HON HONEYWELL INTL INC330.86%0.94%1.07%Q4 2023Q2 20243
STOT SSGA ACTIVE TR330.83%0.93%1.05%Q4 2023Q2 20243
OXY OCCIDENTAL PETE CORP330.79%0.89%0.95%Q4 2023Q2 20243
TGT TARGET CORP330.51%0.88%1.44%Q4 2023Q2 20243
MNST MONSTER BEVERAGE CORP NEW330.77%0.86%0.92%Q4 2023Q2 20243
TTWO TAKE-TWO INTERACTIVE S...330.80%0.86%0.92%Q4 2023Q2 20243
PLD PROLOGIS INC.330.79%0.86%0.92%Q4 2023Q2 20243
ENSG ENSIGN GROUP INC330.61%0.83%0.94%Q4 2023Q2 20243
ISTB ISHARES TR330.64%0.77%0.93%Q4 2023Q2 20243
APTV APTIV PLC330.72%0.74%0.76%Q4 2023Q2 20243
AWK AMERICAN WTR WKS CO IN...330.68%0.74%0.79%Q4 2023Q2 20243
JEPI J P MORGAN EXCHANGE TR...330.70%0.73%0.74%Q4 2023Q2 20243
GLD SPDR GOLD TR330.56%0.69%0.84%Q4 2023Q2 20243
PYPL PAYPAL HLDGS INC330.19%0.68%0.99%Q4 2023Q2 20243
AIM ETF PRODUCTS TRUST330.64%0.66%0.68%Q4 2023Q2 20243
ETSY ETSY INC330.22%0.56%0.73%Q4 2023Q2 20243
VTIP VANGUARD MALVERN FDS330.47%0.52%0.58%Q4 2023Q2 20243
STIP ISHARES TR330.38%0.50%0.62%Q4 2023Q2 20243
ROL ROLLINS INC330.46%0.48%0.51%Q4 2023Q2 20243
PSX PHILLIPS 66330.19%0.48%1.01%Q4 2023Q2 20243
FIRST TR EXCHNG TRADED...330.46%0.47%0.50%Q4 2023Q2 20243
ILTB ISHARES TR330.42%0.47%0.55%Q4 2023Q2 20243
AAAU GOLDMAN SACHS PHYSICAL...330.36%0.46%0.54%Q4 2023Q2 20243
INNOVATOR ETFS TRUST330.44%0.46%0.48%Q4 2023Q2 20243
BLV VANGUARD BD INDEX FDS330.42%0.46%0.48%Q4 2023Q2 20243
YJUN FIRST TR EXCHNG TRADED...330.40%0.45%0.48%Q4 2023Q2 20243
EJUL INNOVATOR ETFS TRUST330.41%0.44%0.48%Q4 2023Q2 20243
BGLD FIRST TR EXCHANGE-TRAD...330.36%0.40%0.45%Q4 2023Q2 20243
INNOVATOR ETFS TRUST330.29%0.37%0.45%Q4 2023Q2 20243
MMM 3M CO330.32%0.34%0.36%Q4 2023Q2 20243
VXUS VANGUARD STAR FDS330.33%0.33%0.35%Q4 2023Q2 20243
IXUS ISHARES TR330.25%0.31%0.37%Q4 2023Q2 20243
IVV ISHARES TR330.29%0.30%0.32%Q4 2023Q2 20243
EPS WISDOMTREE TR330.28%0.30%0.32%Q4 2023Q2 20243
XOM EXXON MOBIL CORP330.27%0.29%0.31%Q4 2023Q2 20243
IR INGERSOLL RAND INC330.26%0.27%0.29%Q4 2023Q2 20243
AOA ISHARES TR330.26%0.27%0.28%Q4 2023Q2 20243
TSLA TESLA INC330.20%0.27%0.36%Q4 2023Q2 20243
ECL ECOLAB INC330.25%0.25%0.26%Q4 2023Q2 20243
FIRST TR EXCHNG TRADED...330.22%0.25%0.28%Q4 2023Q2 20243
XEL XCEL ENERGY INC330.22%0.25%0.29%Q4 2023Q2 20243
ACWI ISHARES TR330.21%0.23%0.24%Q4 2023Q2 20243
CL COLGATE PALMOLIVE CO330.23%0.23%0.23%Q4 2023Q2 20243
PEP PEPSICO INC330.21%0.23%0.24%Q4 2023Q2 20243
QDEC FIRST TR EXCHNG TRADED...330.21%0.23%0.25%Q4 2023Q2 20243
GIS GENERAL MLS INC330.18%0.21%0.22%Q4 2023Q2 20243
FNOV FIRST TR EXCHNG TRADED...330.19%0.20%0.22%Q4 2023Q2 20243
CDNS CADENCE DESIGN SYSTEM INC330.18%0.19%0.20%Q4 2023Q2 20243
MDT MEDTRONIC PLC330.16%0.19%0.21%Q4 2023Q2 20243
TRGP TARGA RES CORP221.05%1.12%1.18%Q1 2024Q2 20242
APOLLO GLOBAL MGMT INC220.95%0.97%1.00%Q1 2024Q2 20242
PAYC PAYCOM SOFTWARE INC220.64%0.72%0.79%Q1 2024Q2 20242
PKI REVVITY INC220.64%0.70%0.76%Q4 2023Q1 20242
V VISA INC220.18%0.63%1.08%Q1 2024Q2 20242
KJAN INNOVATOR ETFS TRUST220.52%0.58%0.64%Q1 2024Q2 20242
FIRST TR EXCHNG TRADED...220.41%0.46%0.50%Q1 2024Q2 20242
IJAN INNOVATOR ETFS TRUST220.39%0.41%0.44%Q1 2024Q2 20242
NJAN INNOVATOR ETFS TRUST220.37%0.41%0.44%Q1 2024Q2 20242
AZBJ AIM ETF PRODUCTS TRUST220.31%0.33%0.36%Q1 2024Q2 20242
AIM ETF PRODUCTS TRUST220.30%0.33%0.37%Q1 2024Q2 20242
FIRST TR EXCHNG TRADED...220.28%0.31%0.33%Q1 2024Q2 20242
YDEC FIRST TR EXCHNG TRADED...220.24%0.26%0.28%Q1 2024Q2 20242
LLY ELI LILLY & CO220.20%0.22%0.25%Q1 2024Q2 20242
AIM ETF PRODUCTS TRUST220.19%0.20%0.21%Q1 2024Q2 20242
ABBV ABBVIE INC220.19%0.19%0.20%Q1 2024Q2 20242
FIRST TR EXCHNG TRADED...220.18%0.19%0.20%Q1 2024Q2 20242
VUG VANGUARD INDEX FDS220.17%0.17%0.17%Q1 2024Q2 20242
AMGN AMGEN INC111.15%1.15%1.15%Q2 2024Q2 20241
BX BLACKSTONE INC111.03%1.03%1.03%Q4 2023Q4 20231
GTLS CHART INDS INC110.61%0.61%0.61%Q2 2024Q2 20241
LULU LULULEMON ATHLETICA INC110.60%0.60%0.60%Q2 2024Q2 20241
FIRST TR EXCHNG TRADED...110.55%0.55%0.55%Q4 2023Q4 20231
PJUL INNOVATOR ETFS TR110.54%0.54%0.54%Q4 2023Q4 20231
KJUL INNOVATOR ETFS TR110.52%0.52%0.52%Q4 2023Q4 20231
IJUL INNOVATOR ETFS TR110.38%0.38%0.38%Q4 2023Q4 20231
QJUN FIRST TR EXCHNG TRADED...110.35%0.35%0.35%Q4 2023Q4 20231
HCA HCA HEALTHCARE INC110.31%0.31%0.31%Q4 2023Q4 20231
INTC INTEL CORP110.31%0.31%0.31%Q4 2023Q4 20231
FIRST TR EXCHNG TRADED...110.30%0.30%0.30%Q4 2023Q4 20231
FIRST TR EXCHNG TRADED...110.26%0.26%0.26%Q2 2024Q2 20241
FIRST TR EXCHNG TRADED...110.25%0.25%0.25%Q4 2023Q4 20231
IAPR INNOVATOR ETFS TR110.24%0.24%0.24%Q4 2023Q4 20231
FIRST TR EXCHNG TRADED...110.22%0.22%0.22%Q2 2024Q2 20241
MRK MERCK & CO INC110.20%0.20%0.20%Q4 2023Q4 20231
FIRST TR EXCHNG TRADED...110.19%0.19%0.19%Q4 2023Q4 20231
AGYS AGILYSYS INC110.18%0.18%0.18%Q2 2024Q2 20241
INNOVATOR ETFS TRUST110.18%0.18%0.18%Q2 2024Q2 20241
TRV TRAVELERS COMPANIES INC110.18%0.18%0.18%Q1 2024Q1 20241
VO VANGUARD INDEX FDS110.17%0.17%0.17%Q1 2024Q1 20241
IBM INTERNATIONAL BUSINESS...110.17%0.17%0.17%Q2 2024Q2 20241
C CITIGROUP INC110.17%0.17%0.17%Q2 2024Q2 20241
FIRST TR EXCHNG TRADED...110.16%0.16%0.16%Q2 2024Q2 20241
DAL DELTA AIR LINES INC DEL110.16%0.16%0.16%Q2 2024Q2 20241
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The securities at the top of the list , including EA SERIES TRUST, UNITEDHEALTH GROUP INC, and J P MORGAN EXCHANGE TRADED F, are the highest-conviction holdings of SECURED RETIREMENT ADVISORS, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by SECURED RETIREMENT ADVISORS, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that SECURED RETIREMENT ADVISORS, LLC owns currently or has owned in the past.