Latest SECURED RETIREMENT ADVISORS, LLC Stock Portfolio

SECURED RETIREMENT ADVISORS, LLC Performance:

2025 Q4: 2.2%YTD: 17.13%2024: 9.37%

Performance for 2025 Q4 is 2.2%, and YTD is 17.13%, and 2024 is 9.37%.

About SECURED RETIREMENT ADVISORS, LLC and 13F Hedge Fund Stock Holdings

On 2026-01-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, SECURED RETIREMENT ADVISORS, LLC reported an equity portfolio of $179.1 Millions as of 31 Dec, 2025.

The top stock holdings of SECURED RETIREMENT ADVISORS, LLC are BOB, NVDA, MSFT. The fund has invested 4.8% of it's portfolio in EA SERIES TRUST and 4.1% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off GENERAL MTRS CO (GM) stocks. They significantly reduced their stock positions in NEWMONT CORP (NEM), CATERPILLAR INC (CAT) and COHERENT CORP (COHR). SECURED RETIREMENT ADVISORS, LLC opened new stock positions in ZOETIS INC (ZTS), VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD SPECIALIZED FUNDS (VIG). The fund showed a lot of confidence in some stocks as they added substantially to LOCKHEED MARTIN CORP (LMT), BOEING CO (BA) and REGIONS FINANCIAL CORP NEW (RF).

SECURED RETIREMENT ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that SECURED RETIREMENT ADVISORS, LLC made a return of 2.2% in the last quarter. In trailing 12 months, it's portfolio return was 17.13%.

Performance
S&P 500

New Buys

Ticker	$ Bought
zoetis inc	844,252
vanguard scottsdale fds	228,969
vanguard specialized funds	227,148
oneok inc new	208,074

New stocks bought by SECURED RETIREMENT ADVISORS, LLC

Additions

Ticker	% Inc.
lockheed martin corp	288
boeing co	19.77
regions financial corp new	15.92
conocophillips	13.69
amcor plc	10.34
fastenal co	10.31
cintas corp	9.59
altria group inc	9.51

Additions to existing portfolio by SECURED RETIREMENT ADVISORS, LLC

Reductions

Ticker	% Reduced
newmont corp	-33.88
caterpillar inc	-32.73
coherent corp	-30.52
bwx technologies inc	-28.44
first tr exchng traded fd vi	-23.67
spdr gold tr	-22.82
innovator etfs trust	-20.42
aim etf products trust	-17.59

SECURED RETIREMENT ADVISORS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
general mtrs co	-1,189,710

SECURED RETIREMENT ADVISORS, LLC got rid off the above stocks

Sector Distribution

SECURED RETIREMENT ADVISORS, LLC has about 32.6% of it's holdings in Others sector.

Sector	%
Others	32.6
Technology	22.4
Industrials	10.6
Financial Services	8
Healthcare	6.2
Consumer Cyclical	5.1
Communication Services	5.1
Consumer Defensive	3.4
Energy	3.3
Utilities	1.9

Market Cap. Distribution

SECURED RETIREMENT ADVISORS, LLC has about 63.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	32.6
MEGA-CAP	32.2
LARGE-CAP	31.1
MID-CAP	3.8

Stocks belong to which Index?

About 64.1% of the stocks held by SECURED RETIREMENT ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	64.1
Others	35.1

Top 5 Winners (%)		%
COHR	coherent corp	60.5 %
LLY	eli lilly & co	38.5 %
AMD	advanced micro devices inc	31.9 %
GOOG	alphabet inc	28.4 %
MRK	merck & co inc	25.3 %

Top 5 Winners ($)		$
GOOG	alphabet inc	1.0 M
COHR	coherent corp	0.9 M
LLY	eli lilly & co	0.6 M
MRK	merck & co inc	0.5 M
AAPL	apple inc	0.4 M

Top 5 Losers (%)		%
ORCL	oracle corp	-30.1 %
OEC	orion s.a.	-28.9 %
BGLD	first tr exchange-traded fd	-26.6 %
GNRC	generac hldgs inc	-17.9 %
LEN	lennar corp	-17.9 %

Top 5 Losers ($)		$
ORCL	oracle corp	-0.7 M
MSFT	microsoft corp	-0.5 M
META	meta platforms inc	-0.3 M
LEN	lennar corp	-0.3 M
BGLD	first tr exchange-traded fd	-0.2 M

SECURED RETIREMENT ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SECURED RETIREMENT ADVISORS, LLC

SECURED RETIREMENT ADVISORS, LLC has 125 stocks in it's portfolio. About 30.2% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for SECURED RETIREMENT ADVISORS, LLC last quarter.

Last Reported on: 30 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAAU	goldman sachs physical gold	0.48	20,083	854,532	reduced	-3.79

AAPL	apple inc	3.83	25,239	6,861,390	added	1.99

ABBV	abbvie inc	0.22	1,685	385,071	added	3.82

ABT	abbott labs	0.76	10,925	1,368,800	added	5.67

AFLG	first tr exchng traded fd vi	1.25	65,574	2,246,560	reduced	-6.37

AFLG	first tr exchng traded fd vi	0.68	32,469	1,225,500	reduced	-12.18

AFLG	first tr exchng traded fd vi	0.67	46,745	1,192,460	reduced	-11.3

AFLG	first tr exchng traded fd vi	0.42	34,697	742,679	reduced	-23.67

AGGH	simplify exchange traded fun	0.71	46,616	1,270,740	added	4.59

AGZD	wisdomtree tr	0.15	3,759	266,363	unchanged	0.00

AMCR	amcor plc	0.07	3,184	132,773	added	10.34

AMD	advanced micro devices inc	0.36	3,020	646,763	reduced	-2.61

AMGN	amgen inc	0.22	1,174	384,326	reduced	-1.43

AMZN	amazon com inc	2.13	16,520	3,813,150	reduced	-0.98

AOA	ishares tr	0.18	3,557	318,578	reduced	-16.95

AVGO	broadcom inc	1.66	8,562	2,963,320	added	2.49

AZAA	aim etf products trust	0.59	27,072	1,055,810	reduced	-12.27

AZAA	aim etf products trust	0.35	21,555	623,996	reduced	-16.01

AZAA	aim etf products trust	0.11	5,908	202,526	reduced	-17.59

BA	boeing co	0.84	6,901	1,498,340	added	19.77