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.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 115 | 157.6M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | United Parcel Service Inc | 4,019 | 395.4K $ | |
| 102 | Home Depot Inc/The | 1,180 | 388.2K $ | |
| 103 | AbbVie Inc | 1,775 | 386.1K $ | |
| 104 | Valero Energy Corp | 1,431 | 353.7K $ | |
| 105 | iShares Core 80/20 Aggressive | 3,763 | 333K $ | |
| 106 | Fastenal Co | 6,478 | 300.6K $ | |
| 107 | ONEOK Inc | 3,254 | 294.2K $ | |
| 108 | Hershey Co/The | 1,344 | 279.4K $ | |
| 109 | Target Corp | 2,238 | 271.2K $ | |
| 110 | Cincinnati Financial Corp | 1,627 | 256K $ | |
| 111 | JPMorgan Ultra-Short Income ETF | 5,003 | 253.2K $ | |
| 112 | Ford Motor Co | 21,804 | 251.6K $ | |
| 113 | SPDR Gold Shares | 495 | 213K $ | |
| 114 | Wisdomtree Trust | 3,084 | 210.1K $ | |
| 115 | Flowers Foods Inc | 16,325 | 133K $ |