Top 50 Secured Retirement Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STRV | EA SERIES TRUST | 4.42% | 186.0K | $7.8M | -5.06%(-9.93K) | $32.76(+46.04%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.89% | 39.4K | $6.9M | -0.75%(-298) | $106.22(+112.60%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.55% | 24.7K | $6.3M | -2.07%(-523) | $215.38(+38.77%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 3.07% | 58.7K | $5.4M | -1.13%(-668) | $91.57(+0.22%) | 2026-03-31 | |
| GLW | CORNING INC | 3.01% | 39.1K | $5.3M | -16.57%(-7.77K) | $46.48(+344.34%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.38% | 11.4K | $4.2M | -21.62%(-3.13K) | $379.96(+6.64%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.36% | 14.5K | $4.2M | +3.17%(+445) | $154.06(+161.34%) | 2026-03-31 | |
| ED | CONSOLIDATED EDISON INC | 2.12% | 33.2K | $3.8M | -1.41%(-473) | $101.23(+4.87%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.87% | 15.9K | $3.3M | -3.83%(-632) | $174.70(+54.63%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.81% | 18.8K | $3.2M | -0.60%(-113) | $111.13(+36.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.06% | +44.54% |
| Top 20 Holdings Unweighted | +13.27% | +45.32% |
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