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Latest SECURED RETIREMENT ADVISORS, LLC Stock Portfolio

$194Million | No. of Holdings #134

SECURED RETIREMENT ADVISORS, LLC Performance

2026 Q2+10.22%
YTD+10.85%
2025+17.13%

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

On 2026-07-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, SECURED RETIREMENT ADVISORS, LLC reported an equity portfolio of $194.9 Millions as of 30 Jun, 2026. <br><br> 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 3.7% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off CONSOLIDATED EDISON INC (ED), EXXON MOBIL CORP (XOM) and COLGATE PALMOLIVE CO (CL) stocks. They significantly reduced their stock positions in MERCK & CO INC (MRK), CORNING INC (GLW) and UNITEDHEALTH GROUP INC (UNH). SECURED RETIREMENT ADVISORS, LLC opened new stock positions in AUTOMATIC DATA PROCESSING IN (ADP), MOODYS CORP (MCO) and THE CAMPBELLS COMPANY (CPB). The fund showed a lot of confidence in some stocks as they added substantially to ABBVIE INC (ABBV), COCA COLA CO (KO) and META PLATFORMS INC (META).
SECURED RETIREMENT ADVISORS, LLC Equity Portfolio Value
Last Reported on: 16 Jul, 2026
$194Million
  as of Jul 16, 2026

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

Our best estimate is that SECURED RETIREMENT ADVISORS, LLC made a return of 10.22% in the last quarter. In trailing 12 months, it's portfolio return was 22.3%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
automatic data processing in2,345,430
moodys corp2,215,270
the campbells company2,181,320
stryker corporation2,161,690
duke energy corp new2,073,400
american elec pwr co inc2,021,220
lowes cos inc1,906,140
idex corp1,786,370
New stocks bought by SECURED RETIREMENT ADVISORS, LLC

Additions

Ticker% Inc.
abbvie inc466
coca cola co276
meta platforms inc246
berkshire hathaway inc del171
first tr exchange-traded fd154
visa inc150
johnson & johnson102
newmont corp97.26
Additions to existing portfolio by SECURED RETIREMENT ADVISORS, LLC

Reductions

Ticker% Reduced
merck & co inc-79.86
corning inc-76.65
unitedhealth group inc-65.87
chevron corporation-64.34
international business machs-49.68
bank of ny mellon corp-47.2
micron technology inc-47.00
citigroup inc-41.27
SECURED RETIREMENT ADVISORS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
colgate palmolive co-3,102,400
consolidated edison inc-3,753,120
ford mtr co-251,622
exxon mobil corp-3,191,800
flowers foods inc-133,049
masco corp-915,873
yum brands inc-1,801,640
lennar corp-927,017
SECURED RETIREMENT ADVISORS, LLC got rid off the above stocks

Sector Distribution

SECURED RETIREMENT ADVISORS, LLC has about 28.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Communication Services
  • Utilities
  • Energy
  • Basic Materials
Sector%
Others28.8
Technology21.7
Industrials13
Financial Services10.2
Healthcare6.8
Consumer Cyclical5.4
Consumer Defensive4.5
Communication Services3.6
Utilities2.1
Energy1.6
Basic Materials1.6

Market Cap. Distribution

SECURED RETIREMENT ADVISORS, LLC has about 68.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP37.7
LARGE-CAP30.5
UNALLOCATED28.8
MID-CAP2.8

Stocks belong to which Index?

About 67.2% of the stocks held by SECURED RETIREMENT ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50067.2
Others31.8
Top 5 Winners (%)%
MU
micron technology inc
184.9 %
HPE
hewlett packard enterprise c
89.4 %
COHR
coherent corp
54.6 %
GLW
corning inc
54.2 %
TXN
texas instrs inc
53.5 %
Top 5 Winners ($)$
GLW
corning inc
2.9 M
MU
micron technology inc
1.9 M
CSCO
cisco sys inc
1.3 M
BOB
ea series trust
1.2 M
NVDA
nvidia corporation
1.0 M
Top 5 Losers (%)%
ZTS
zoetis inc
-34.8 %
COP
conocophillips
-19.9 %
LMT
lockheed martin corp
-15.6 %
VZ
verizon communications inc
-14.7 %
AAAU
goldman sachs physical gold
-14.2 %
Top 5 Losers ($)$
LMT
lockheed martin corp
-0.3 M
ZTS
zoetis inc
-0.3 M
CVX
chevron corporation
-0.3 M
NEM
newmont corp
-0.2 M
WMT
walmart inc
-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 134 stocks in it's portfolio. About 25.4% of the portfolio is in top 10 stocks. LMT proved to be the most loss making stock for the portfolio. GLW was the most profitable stock for SECURED RETIREMENT ADVISORS, LLC last quarter.

$194.88MTotal Value
157Positions
16 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of SECURED RETIREMENT ADVISORS, LLC, last reported on 16 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAAU
Goldman Sachs Physical Gold

Goldman Sachs Physical Gold

AAAU
SECURED RETIREMENT ADVISORS, LLC's holding in Goldman Sachs Physical Gold over time
0.25%12,502
$494.7K
0.25%
decreased 1.82 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
SECURED RETIREMENT ADVISORS, LLC's holding in American Centy Etf Tr over time
0.54%25,449
$1.05M
0.54%
increased 22.03 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
SECURED RETIREMENT ADVISORS, LLC's holding in First Tr Exchng Traded Fd Vi over time
1.21%64,318
$2.35M
1.21%
decreased 0.35 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
SECURED RETIREMENT ADVISORS, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.67%33,093
$1.31M
0.67%
increased 2.04 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
SECURED RETIREMENT ADVISORS, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.61%42,587
$1.18M
0.61%
decreased 7.85 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
SECURED RETIREMENT ADVISORS, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.33%28,097
$650.4K
0.33%
decreased 12.12 percentreduced
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
SECURED RETIREMENT ADVISORS, LLC's holding in Simplify Exchange Traded Fun over time
0.52%39,074
$1.01M
0.52%
increased 0.96 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
SECURED RETIREMENT ADVISORS, LLC's holding in Wisdomtree Tr over time
0.12%3,084
$239.9K
0.12%
unchanged 0 percentunchanged
AOA
Ishares Tr

Ishares Tr

AOA
SECURED RETIREMENT ADVISORS, LLC's holding in Ishares Tr over time
0.19%3,870
$377.8K
0.19%
increased 2.84 percentadded