| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EA SERIES TRUST | 3 | Q2 2024 | 3.9% |
| UNITEDHEALTH GROUP INC | 3 | Q2 2024 | 3.5% |
| J P MORGAN EXCHANGE TRADED F | 3 | Q2 2024 | 3.5% |
| FIRST TR EXCHNG TRADED FD VI | 3 | Q2 2024 | 3.0% |
| MICROSOFT CORP | 3 | Q2 2024 | 2.9% |
| WISDOMTREE TR | 3 | Q2 2024 | 2.4% |
| FIRST TR EXCHANGE-TRADED FD | 3 | Q2 2024 | 2.4% |
| CATERPILLAR INC | 3 | Q2 2024 | 2.3% |
| ADVANCED MICRO DEVICES INC | 3 | Q2 2024 | 2.1% |
| ABRDN ETFS | 3 | Q2 2024 | 2.0% |
View SECURED RETIREMENT ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-16 |
View SECURED RETIREMENT ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.