SECURED RETIREMENT ADVISORS, LLC
134 holdingsFiling period: 2026-06-30Current AUM: $194.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | STRV | EA SERIES TRUST | 179.0K | $8.6M | $8.6M | 4.46% | -7,026 | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 36.3K | $7.3M | $7.7M | 3.97% | -3,082 | 2026-06-30 |
| 3 | AAPL | APPLE INC | 24.7K | $7.1M | $8.2M | 4.21% | -39 | 2026-06-30 |
| 4 | BOND | PIMCO ETF TR | 57.4K | $5.3M | $5.1M | 2.62% | -1,308 | 2026-06-30 |
| 5 | MSFT | MICROSOFT CORP | 12.5K | $4.7M | $6.2M | 3.21% | +1.2K | 2026-06-30 |
| 6 | CSCO | CISCO SYS INC | 33.4K | $3.9M | $3.7M | 1.90% | +1.0K | 2026-06-30 |
| 7 | GOOGL | ALPHABET INC | 9.3K | $3.3M | $3.2M | 1.65% | -5,201 | 2026-06-30 |
| 8 | CAT | CATERPILLAR INC | 3.0K | $3.2M | $2.4M | 1.23% | +1.3K | 2026-06-30 |
| 9 | META | META PLATFORMS INC | 5.6K | $3.1M | $3.7M | 1.93% | +4.0K | 2026-06-30 |
| 10 | AMZN | AMAZON COM INC | 12.2K | $2.9M | $3.0M | 1.56% | -3,672 | 2026-06-30 |
| 11 | TSLA | TESLA INC | 6.8K | $2.8M | $2.4M | 1.24% | -41 | 2026-06-30 |
| 12 | SPYV | SPDR SERIES TRUST | 46.0K | $2.8M | $2.9M | 1.49% | -5 | 2026-06-30 |
| 13 | ABBV | ABBVIE INC | 10.1K | $2.5M | $2.6M | 1.36% | +8.3K | 2026-06-30 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.8K | $2.4M | $2.4M | 1.23% | +3.0K | 2026-06-30 |
| 15 | BUFR | FIRST TR EXCHNG TRADED FD VI | 64.3K | $2.3M | $2.4M | 1.23% | -229 | 2026-06-30 |
| 16 | ADP | AUTOMATIC DATA PROCESSING IN | 10.5K | $2.3M | $2.9M | 1.49% | -- | 2026-06-30 |
| 17 | GLW | CORNING INC | 9.1K | $2.3M | $1.3M | 0.68% | -29,975 | 2026-06-30 |
| 18 | MCO | MOODYS CORP | 4.9K | $2.2M | $2.3M | 1.18% | -- | 2026-06-30 |
| 19 | CPB | THE CAMPBELLS COMPANY | 97.9K | $2.2M | $2.1M | 1.08% | -- | 2026-06-30 |
| 20 | IEFA | ISHARES TR | 22.4K | $2.2M | $2.2M | 1.13% | -3,423 | 2026-06-30 |
| 21 | SYK | STRYKER CORPORATION | 6.9K | $2.2M | $1.9M | 1.00% | -- | 2026-06-30 |
| 22 | VTI | VANGUARD INDEX FDS | 5.7K | $2.1M | $2.1M | 1.10% | -237 | 2026-06-30 |
| 23 | AVGO | BROADCOM INC | 5.5K | $2.1M | $1.9M | 0.97% | -1,433 | 2026-06-30 |
| 24 | LLY | ELI LILLY & CO | 1.7K | $2.1M | $2.0M | 1.01% | -178 | 2026-06-30 |
| 25 | DUK | DUKE ENERGY CORP NEW | 16.4K | $2.1M | $1.9M | 0.99% | -- | 2026-06-30 |
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