SECURED RETIREMENT ADVISORS, LLC 13F Holdings
CIK 0002012356 · ST LOUIS PARK, MN
As of Sep 30, 2025, SECURED RETIREMENT ADVISORS, LLC reported 122 positions worth
CIK 0002012356 · ST LOUIS PARK, MN
As of Sep 30, 2025, SECURED RETIREMENT ADVISORS, LLC reported 122 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STRIVE 500 ETF | STRV | — | 216,446 | $9.4M | 5.22% |
| NVIDIA CORP | NVDA | Technology | 39,230 | $7.3M | 4.09% |
| MICROSOFT CORP | MSFT | Technology | 14,111 | $7.3M | 4.08% |
| APPLE INC | AAPL | Technology | 24,746 | $6.3M | 3.52% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 57,464 | $5.4M | 3.00% |
| CORNING INC | GLW | Technology | 53,656 | $4.4M | 2.46% |
| AMAZON.COM INC | AMZN | Equity | 16,683 | $3.7M | 2.05% |
| ALPHABET INC | GOOGL | Equity | 14,394 | $3.5M | 1.95% |
| CONSOLIDATED EDISON INC | ED | Utilities | 32,083 | $3.2M | 1.80% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 52,985 | $2.9M | 1.64% |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 34,709 | $2.8M | 1.55% |
| BROADCOM INC | AVGO | Technology | 8,354 | $2.8M | 1.54% |
| META PLATFORMS INC | META | Communication Services | 3,526 | $2.6M | 1.45% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 29,101 | $2.5M | 1.42% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 7,946 | $2.5M | 1.40% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 4,982 | $2.5M | 1.40% |
| ILLINOIS TOOL WORKS INC | ITW | Industrials | 9,558 | $2.5M | 1.39% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 70,036 | $2.3M | 1.31% |
| ORACLE CORP | ORCL | Technology | 8,059 | $2.3M | 1.27% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 8,013 | $2.3M | 1.26% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 6,624 | $2.2M | 1.21% |
| BANK OF NEW YORK MELLON CORP | BK | Financial Services | 19,233 | $2.1M | 1.17% |
| MERCK & CO INC | MRK | Healthcare | 24,291 | $2.0M | 1.14% |
| MASTERCARD INC | MA | Financial Services | 3,547 | $2.0M | 1.13% |
| EXXON MOBIL CORP | XOM | Energy | 17,850 | $2.0M | 1.12% |