SECURED RETIREMENT ADVISORS, LLC
131 holdingsFiling period: 2026-03-31Current AUM: $195.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | STRV | EA SERIES TRUST | 186.0K | $7.8M | $7.8M | 3.99% | -9,925 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 39.4K | $6.9M | $7.9M | 4.03% | -298 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 24.7K | $6.3M | $7.6M | 3.90% | -523 | 2026-03-31 |
| 4 | BOND | PIMCO ETF TR | 58.7K | $5.4M | $5.3M | 2.71% | -668 | 2026-03-31 |
| 5 | GLW | CORNING INC | 39.1K | $5.3M | $5.4M | 2.76% | -7,766 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 11.4K | $4.2M | $5.3M | 2.69% | -3,132 | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 14.5K | $4.2M | $5.2M | 2.63% | +445 | 2026-03-31 |
| 8 | ED | CONSOLIDATED EDISON INC | 33.2K | $3.8M | $3.6M | 1.84% | -473 | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 15.9K | $3.3M | $4.3M | 2.20% | -632 | 2026-03-31 |
| 10 | XOM | EXXON MOBIL CORP | 18.8K | $3.2M | $2.9M | 1.49% | -113 | 2026-03-31 |
| 11 | XOM | EXXON MOBIL CORP | 18.8K | $3.2M | $2.9M | 1.49% | -113 | 2026-03-31 |
| 12 | CL | COLGATE PALMOLIVE CO | 36.4K | $3.1M | $3.3M | 1.70% | -229 | 2026-03-31 |
| 13 | MRK | MERCK & CO INC | 23.9K | $2.9M | $3.1M | 1.59% | -244 | 2026-03-31 |
| 14 | ITW | ILLINOIS TOOL WKS INC | 10.3K | $2.7M | $3.0M | 1.51% | +146 | 2026-03-31 |
| 15 | SPYV | SPDR SERIES TRUST | 46.0K | $2.6M | $2.9M | 1.46% | -2,323 | 2026-03-31 |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | 10.7K | $2.6M | $2.4M | 1.22% | +3.7K | 2026-03-31 |
| 17 | TSLA | TESLA INC | 6.8K | $2.5M | $2.1M | 1.08% | +3.4K | 2026-03-31 |
| 18 | CSCO | CISCO SYS INC | 32.4K | $2.5M | $3.8M | 1.92% | +10.9K | 2026-03-31 |
| 19 | BK | BANK NEW YORK MELLON CORP | 20.3K | $2.4M | $2.4M | 1.23% | +274 | 2026-03-31 |
| 20 | WMT | WALMART INC | 19.1K | $2.4M | $2.1M | 1.09% | +1.4K | 2026-03-31 |
| 21 | IEFA | ISHARES TR | 25.8K | $2.3M | $2.5M | 1.30% | -712 | 2026-03-31 |
| 22 | BUFR | FIRST TR EXCHNG TRADED FD VI | 64.5K | $2.2M | $2.4M | 1.21% | -1,027 | 2026-03-31 |
| 23 | AVGO | BROADCOM INC | 7.0K | $2.2M | $2.7M | 1.38% | -1,607 | 2026-03-31 |
| 24 | JPM | JPMORGAN CHASE & CO | 7.3K | $2.1M | $2.6M | 1.31% | -1,100 | 2026-03-31 |
| 25 | C | CITIGROUP INC | 18.8K | $2.1M | $2.5M | 1.27% | +2.6K | 2026-03-31 |
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