Titelia

Holdings of SECURED RETIREMENT ADVISORS, LLC

115 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 28.9 % of the equity sleeve

Sector breakdown

  • Technology 25.2 %
  • Industrials 11.2 %
  • Financials 7.9 %
  • Health care 6.8 %
  • Consumer discretionary 5.4 %
  • Consumer staples 4.6 %
  • Communication 4.2 %
  • Energy 3.0 %
  • Funds 3.0 %
  • Utilities 2.4 %
  • Real estate 0.7 %
  • Materials 0.7 %
  • Unattributed 24.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US115157.6M $100.00 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 39,3666.9M $
2Apple Inc 24,7166.3M $
3PIMCO ETF Trust 58,6975.4M $
4Corning Inc 39,1045.3M $
5Microsoft Corp 11,3554.2M $
6Alphabet Inc 14,4734.2M $
7Consolidated Edison Inc 33,1613.8M $
8Amazon.com Inc 15,8883.3M $
9Exxon Mobil Corp 18,8133.2M $
10Colgate-Palmolive Co 36,4003.1M $
11Merck & Co Inc 23,8972.9M $
12Illinois Tool Works Inc 10,2872.7M $
13SPDR Series Trust 45,9992.6M $
14International Business Machines Corp. 10,6732.6M $
15Tesla Inc 6,8062.5M $
16Cisco Systems, Inc. 32,3872.5M $
17Bank of New York Mellon Corp/The 20,2652.4M $
18Walmart Inc 19,1112.4M $
19iShares Core MSCI EAFE ETF 25,8192.3M $
20FT Vest Laddered Buffer ETF 64,5472.2M $
21Broadcom Inc 6,9552.2M $
22JPMorgan Chase & Co 7,2822.1M $
23Citigroup Inc 18,8212.1M $
24Lockheed Martin Corp 3,2091.9M $
25Chevron Corp 9,3741.9M $
26Vanguard Total Stock Market ETF 5,9691.9M $
27Yum! Brands Inc 11,5881.8M $
28Eli Lilly & Co 1,9091.8M $
29Oracle Corp 10,6771.6M $
30General Electric Co 5,3801.5M $
31Coherent Corp 6,2711.5M $
32First Trust SMID Cap Rising Dividend Achievers ETF 37,4791.5M $
33RTX Corp 7,2551.4M $
34Goldman Sachs Group Inc/The 1,6401.4M $
35Boeing Co/The 6,8301.4M $
36Clorox Co/The 12,9031.3M $
37Baker Hughes Co 21,9001.3M $
38Terex Corp 22,1181.3M $
39J P Morgan Exchange Traded Fund Trust 23,1811.3M $
40Deere & Co 2,2281.3M $
41Caterpillar Inc 1,7621.2M $
42Pfizer Inc 44,0511.2M $
43PIMCO Multisector Bond Active 46,4801.2M $
44First Trust Exchange-Traded Fund VIII 32,4321.2M $
45First Trust Exchange-Traded Fund VIII 46,2131.2M $
46Generac Holdings Inc 6,0731.2M $
47US Bancorp 22,7721.2M $
48Parker-Hannifin Corp 1,3171.2M $
49Simplify Exchange Traded Funds 38,7021.2M $
50Simon Property Group Inc 6,1221.1M $
51Vanguard Short-term Bond Etf 14,2891.1M $
52BWX Technologies Inc 5,4791.1M $
53UnitedHealth Group Inc 4,0261.1M $
54Newmont Corp 10,0401.1M $
55First Trust Exchange-Traded Fund VIII 27,2371.1M $
56ALLIANZIM US EQ BUFFER20 OCT 27,4431.1M $
57Micron Technology Inc 3,0791M $
58Salesforce Inc 5,3811M $
59Janus Detroit Street Trust 19,240969.1K $
60Netflix Inc 10,039965.3K $
61Verisk Analytics Inc 5,036955.6K $
62Innovator Equity Man 26,579941.2K $
63Lennar Corp 10,675927K $
64Meta Platforms Inc 1,614923.6K $
65Masco Corp 15,171915.9K $
66SPDR Series Trust 9,173898.1K $
67Zimmer Biomet Holdings Inc 9,752881.8K $
68Mastercard Inc 1,757877.7K $
69Avantis Core Fixed Income ETF 20,854866.3K $
70Berkshire Hathaway Inc 1,760843.4K $
71First Trust Exchange-Traded Fund VIII 31,182802.9K $
72Zoetis Inc 6,730795.6K $
73J P Morgan Exchange Traded Fund Trust 12,414793.4K $
74Johnson & Johnson 3,214785.6K $
75Textron Inc 8,943783K $
76QUALCOMM Inc 5,944765.5K $
77Palantir Technologies Inc 5,229764.9K $
78Uber Technologies Inc 10,630764.6K $
79Vanguard Total International S 9,211710.3K $
80Innovator Growth-100 Power Buffer ETF- October 12,340695.5K $
81Advanced Micro Devices Inc 3,408693.3K $
82Brown & Brown Inc 10,302671.8K $
83Innovator Emerging Markets Power Buffer ETF-October 20,850666.2K $
84Charles Schwab Corp/The 6,729632.4K $
85Hewlett Packard Enterprise Co 26,050620.3K $
86ALLIANZIM US BF15 UNCAP NOV 21,497605.3K $
87Visa Inc 1,947588.4K $
88GOLDMAN SACHS ASSET MANAGEMENT LP 12,734588.2K $
89Bristol-Myers Squibb Co 9,181556.8K $
90ServiceNow Inc 5,168540.3K $
91Verizon Communications Inc 10,695536.9K $
92abrdn Bloomberg All Commodity 14,873532.2K $
93PepsiCo Inc 3,275508.6K $
94Altria Group, Inc. 7,545497.9K $
95ConocoPhillips 3,750495K $
96Coca-Cola Co/The 6,270476.8K $
97Texas Instruments Inc 2,299446.2K $
98Amgen Inc 1,219429K $
99iShares Core S&P 500 ETF 613400.4K $
100EOG Resources Inc 2,739395.9K $