Latest SECURED RETIREMENT ADVISORS, LLC Stock Portfolio

SECURED RETIREMENT ADVISORS, LLC Performance:

2026 Q1: 0.57%YTD: 0.57%2025: 17.13%

Performance for 2026 Q1 is 0.57%, and YTD is 0.57%, and 2025 is 17.13%.

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

On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, SECURED RETIREMENT ADVISORS, LLC reported an equity portfolio of $176.7 Millions as of 31 Mar, 2026.

The top stock holdings of SECURED RETIREMENT ADVISORS, LLC are BOB, NVDA, AAPL. The fund has invested 4.4% of it's portfolio in EA SERIES TRUST and 3.9% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off UNIVERSAL HLTH SVCS INC (UHS), ABBOTT LABS (ABT) and TRANE TECHNOLOGIES PLC (TT) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, VISA INC (V) and META PLATFORMS INC (META). SECURED RETIREMENT ADVISORS, LLC opened new stock positions in GE AEROSPACE (GE), GOLDMAN SACHS GROUP INC (GS) and CLOROX CO DEL (CLX). The fund showed a lot of confidence in some stocks as they added substantially to UNITEDHEALTH GROUP INC (UNH), TESLA INC (TSLA) and COCA COLA CO (KO).

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

Our best estimate is that SECURED RETIREMENT ADVISORS, LLC made a return of 0.57% in the last quarter. In trailing 12 months, it's portfolio return was 20.17%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ge aerospace	1,526,680
goldman sachs group inc	1,387,420
clorox co del	1,337,140
pfizer inc	1,236,950
pimco etf tr	1,217,780
micron technology inc	1,040,210
salesforce inc	1,004,470
netflix inc.	965,250

New stocks bought by SECURED RETIREMENT ADVISORS, LLC

Additions

Ticker	% Inc.
unitedhealth group inc	118
tesla inc	97.05
coca cola co	63.15
palantir technologies inc	58.26
international business machs	54.08
cisco sys inc	50.53
oracle corp	37.43
bristol-myers squibb co	20.77

Additions to existing portfolio by SECURED RETIREMENT ADVISORS, LLC

Reductions

Ticker	% Reduced
berkshire hathaway inc del	-65.18
visa inc	-62.19
meta platforms inc	-57.37
mastercard incorporated	-52.5
qualcomm inc	-43.62
vanguard bd index fds	-40.48
goldman sachs physical gold	-36.59
coherent corp	-31.44

SECURED RETIREMENT ADVISORS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
sony group corp	-1,207,350
comcast corp new	-942,294
match group inc new	-851,229
nutrien ltd	-809,273
abbott labs	-1,368,800
vanguard bd index fds	-656,261
regions financial corp new	-253,819
universal hlth svcs inc	-1,699,490

SECURED RETIREMENT ADVISORS, LLC got rid off the above stocks

Sector Distribution

SECURED RETIREMENT ADVISORS, LLC has about 29.1% of it's holdings in Others sector.

Sector	%
Others	29.1
Technology	22.4
Industrials	12.3
Financial Services	7.8
Healthcare	6.1
Consumer Cyclical	5.2
Consumer Defensive	5.1
Energy	4.7
Communication Services	3.7
Utilities	2.1

Market Cap. Distribution

SECURED RETIREMENT ADVISORS, LLC has about 69% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	38.8
LARGE-CAP	30.2
UNALLOCATED	29.1
MID-CAP	1.6

Stocks belong to which Index?

About 66.2% of the stocks held by SECURED RETIREMENT ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	66.2
Others	32.9

Top 5 Winners (%)		%
GLW	corning inc	50.7 %
VLO	valero energy corp	47.3 %
GNRC	generac hldgs inc	42.9 %
XOM	exxon mobil corp	40.9 %
COP	conocophillips	36.4 %

Top 5 Winners ($)		$
GLW	corning inc	2.1 M
XOM	exxon mobil corp	0.9 M
CVX	chevron corporation	0.5 M
ED	consolidated edison inc	0.5 M
COHR	coherent corp	0.4 M

Top 5 Losers (%)		%
ORCL	oracle corp	-21.9 %
MSFT	microsoft corp	-20.9 %
QCOM	qualcomm inc	-19.3 %
IBM	international business machs	-15.5 %
PLTR	palantir technologies inc	-14.9 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.5 M
NVDA	nvidia corporation	-0.5 M
IBM	international business machs	-0.5 M
AAPL	apple inc	-0.5 M
ORCL	oracle corp	-0.4 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 130 stocks in it's portfolio. About 28.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GLW was the most profitable stock for SECURED RETIREMENT ADVISORS, LLC last quarter.

Last Reported on: 24 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAAU	goldman sachs physical gold	0.33	12,734	588,183	reduced	-36.59

AAPL	apple inc	3.55	24,716	6,272,770	reduced	-2.07

ABBV	abbvie inc	0.22	1,775	386,126	added	5.34

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

AEMB	american centy etf tr	0.49	20,854	866,275	new

AFLG	first tr exchng traded fd vi	1.23	64,547	2,179,750	reduced	-1.57

AFLG	first tr exchng traded fd vi	0.68	32,432	1,208,680	reduced	-0.11

AFLG	first tr exchng traded fd vi	0.67	46,213	1,189,760	reduced	-1.14

AFLG	first tr exchng traded fd vi	0.39	31,973	688,094	reduced	-7.85

AGGH	simplify exchange traded fun	0.66	38,702	1,169,580	reduced	-16.98

AGZD	wisdomtree tr	0.12	3,084	210,051	reduced	-17.96

AMCR	amcor plc	0.00	0.00	0.00	sold off	-100

AMD	advanced micro devices inc	0.39	3,408	693,289	added	12.85

AMGN	amgen inc	0.24	1,219	428,993	added	3.83

AMZN	amazon com inc	1.87	15,888	3,308,990	reduced	-3.83

AOA	ishares tr	0.19	3,763	333,000	added	5.79

AVGO	broadcom inc	1.22	6,955	2,152,780	reduced	-18.77

AZAA	aim etf products trust	0.60	27,443	1,055,730	added	1.37

AZAA	aim etf products trust	0.34	21,497	605,332	reduced	-0.27

AZAA	aim etf products trust	0.00	0.00	0.00	sold off	-100