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Secured Retirement Advisors, Llc

Portfolio Manager
Secured Retirement Advisors, Llc
Performance
-0.38% (2026 Q1)
AUM (13F)
$176.69M
# of Holdings
130
Performance Rank
Allocation (Top 20)
43.19%

Secured Retirement Advisors, Llc Holdings Map

Top 50 Secured Retirement Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
STRV
EA SERIES TRUST
4.42%186.0K$7.8M
-5.06%(-9.93K)
2025-Q1: 238.4K shares2025-Q2: 235.7K shares2025-Q3: 216.4K shares2025-Q4: 196.0K shares2026-Q1: 186.0K shares
$32.76(+46.04%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.89%39.4K$6.9M
-0.75%(-298)
2025-Q1: 51.2K shares2025-Q2: 39.0K shares2025-Q3: 39.2K shares2025-Q4: 39.7K shares2026-Q1: 39.4K shares
$106.22(+112.60%)
2026-03-31
AAPL
APPLE INC
3.55%24.7K$6.3M
-2.07%(-523)
2025-Q1: 23.6K shares2025-Q2: 24.4K shares2025-Q3: 24.7K shares2025-Q4: 25.2K shares2026-Q1: 24.7K shares
$215.38(+38.77%)
2026-03-31
BOND
PIMCO ETF TR
3.07%58.7K$5.4M
-1.13%(-668)
2025-Q1: 54.5K shares2025-Q2: 60.0K shares2025-Q3: 57.5K shares2025-Q4: 59.4K shares2026-Q1: 58.7K shares
$91.57(+0.22%)
2026-03-31
GLW
CORNING INC
3.01%39.1K$5.3M
-16.57%(-7.77K)
2025-Q1: 62.8K shares2025-Q2: 63.3K shares2025-Q3: 53.7K shares2025-Q4: 46.9K shares2026-Q1: 39.1K shares
$46.48(+344.34%)
2026-03-31
MSFT
MICROSOFT CORP
2.38%11.4K$4.2M
-21.62%(-3.13K)
2025-Q1: 14.6K shares2025-Q2: 14.1K shares2025-Q3: 14.1K shares2025-Q4: 14.5K shares2026-Q1: 11.4K shares
$379.96(+6.64%)
2026-03-31
GOOGL
ALPHABET INC
2.36%14.5K$4.2M
+3.17%(+445)
2025-Q1: 14.2K shares2025-Q2: 15.2K shares2025-Q3: 14.4K shares2025-Q4: 14.0K shares2026-Q1: 14.5K shares
$154.06(+161.34%)
2026-03-31
ED
CONSOLIDATED EDISON INC
2.12%33.2K$3.8M
-1.41%(-473)
2025-Q1: 14.7K shares2025-Q2: 23.2K shares2025-Q3: 32.1K shares2025-Q4: 33.6K shares2026-Q1: 33.2K shares
$101.23(+4.87%)
2026-03-31
AMZN
AMAZON COM INC
1.87%15.9K$3.3M
-3.83%(-632)
2025-Q1: 16.7K shares2025-Q2: 16.9K shares2025-Q3: 16.7K shares2025-Q4: 16.5K shares2026-Q1: 15.9K shares
$174.70(+54.63%)
2026-03-31
XOM
EXXON MOBIL CORP
1.81%18.8K$3.2M
-0.60%(-113)
2025-Q1: 8.4K shares2025-Q2: 0 shares2025-Q3: 17.9K shares2025-Q4: 18.9K shares2026-Q1: 18.8K shares
$111.13(+36.39%)
2026-03-31

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