Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
EA SERIES TRUST | 131,360 | +131,360 | $4,016 |
STRV | 131,360 | +131,360 | $4,016 |
J P MORGAN EXCHANGE TRADED F (JPST) | 73,394 | +73,394 | $3,687 |
JPST | 73,394 | +73,394 | $3,687 |
UNITEDHEALTH GROUP INC | 6,803 | +6,803 | $3,582 |
UNH | 6,803 | +6,803 | $3,582 |
FIRST TR EXCHNG TRADED FD VI (BUFR) | 117,729 | +117,729 | $3,128 |
BUFR | 117,729 | +117,729 | $3,128 |
MICROSOFT CORP | 7,908 | +7,908 | $2,974 |
MSFT | 7,908 | +7,908 | $2,974 |
WISDOMTREE TR | 58,795 | +58,795 | $2,469 |
IHDG | 58,795 | +58,795 | $2,469 |
FIRST TR EXCHANGE TRADED FD (SDVY) | 75,158 | +75,158 | $2,463 |
SDVY | 75,158 | +75,158 | $2,463 |
CATERPILLAR INC | 7,609 | +7,609 | $2,250 |
CAT | 7,609 | +7,609 | $2,250 |
ABRDN ETFS (BCD) | 67,453 | +67,453 | $2,063 |
BCD | 67,453 | +67,453 | $2,063 |
VANGUARD INDEX FDS (VTI) | 8,521 | +8,521 | $2,021 |
VTI | 8,521 | +8,521 | $2,021 |
J P MORGAN EXCHANGE TRADED F (JEPQ) | 40,370 | +40,370 | $2,016 |
JEPQ | 40,370 | +40,370 | $2,016 |
ADVANCED MICRO DEVICES INC | 13,636 | +13,636 | $2,010 |
AMD | 13,636 | +13,636 | $2,010 |
PALO ALTO NETWORKS INC | 6,336 | +6,336 | $1,868 |
PANW | 6,336 | +6,336 | $1,868 |
EA SERIES TRUST | 66,915 | +66,915 | $1,862 |
STXE | 66,915 | +66,915 | $1,862 |
COSTCO WHSL CORP NEW | 2,654 | +2,654 | $1,752 |
COST | 2,654 | +2,654 | $1,752 |
APPLIED MATLS INC | 10,801 | +10,801 | $1,751 |
AMAT | 10,801 | +10,801 | $1,751 |
ABBOTT LABS | 15,468 | +15,468 | $1,703 |
ABT | 15,468 | +15,468 | $1,703 |
SYNOPSYS INC | 3,189 | +3,189 | $1,642 |
SNPS | 3,189 | +3,189 | $1,642 |
APPLE INC | 8,345 | +8,345 | $1,607 |
AAPL | 8,345 | +8,345 | $1,607 |
GRACO INC | 18,513 | +18,513 | $1,606 |
GGG | 18,513 | +18,513 | $1,606 |
TJX COS INC NEW | 16,790 | +16,790 | $1,575 |
TJX | 16,790 | +16,790 | $1,575 |
PACER FDS TR | 30,222 | +30,222 | $1,571 |
COWZ | 30,222 | +30,222 | $1,571 |
JPMORGAN CHASE & CO | 9,063 | +9,063 | $1,542 |
JPM | 9,063 | +9,063 | $1,542 |
FREEPORT MCMORAN INC | 35,757 | +35,757 | $1,522 |
FCX | 35,757 | +35,757 | $1,522 |
TARGET CORP | 10,550 | +10,550 | $1,503 |
TGT | 10,550 | +10,550 | $1,503 |
SCHWAB CHARLES CORP | 21,478 | +21,478 | $1,478 |
SCHW | 21,478 | +21,478 | $1,478 |
ILLINOIS TOOL WKS INC | 5,524 | +5,524 | $1,447 |
ITW | 5,524 | +5,524 | $1,447 |
ALPHABET INC | 10,354 | +10,354 | $1,446 |
GOOGL | 10,354 | +10,354 | $1,446 |
PACER FDS TR | 45,706 | +45,706 | $1,428 |
ICOW | 45,706 | +45,706 | $1,428 |
QUALCOMM INC | 9,811 | +9,811 | $1,419 |
QCOM | 9,811 | +9,811 | $1,419 |
CHEVRON CORP NEW | 9,198 | +9,198 | $1,372 |
CVX | 9,198 | +9,198 | $1,372 |
VANGUARD BD INDEX FDS (BSV) | 17,733 | +17,733 | $1,366 |
BSV | 17,733 | +17,733 | $1,366 |
LOWES COS INC | 6,039 | +6,039 | $1,344 |
LOW | 6,039 | +6,039 | $1,344 |
THERMO FISHER SCIENTIFIC INC | 2,319 | +2,319 | $1,231 |
TMO | 2,319 | +2,319 | $1,231 |
TRANE TECHNOLOGIES PLC | 5,000 | +5,000 | $1,220 |
TT | 5,000 | +5,000 | $1,220 |
FLEXSHARES TR (QDEF) | 20,568 | +20,568 | $1,215 |
QDEF | 20,568 | +20,568 | $1,215 |
STEEL DYNAMICS INC | 9,527 | +9,527 | $1,125 |
STLD | 9,527 | +9,527 | $1,125 |
HONEYWELL INTL INC | 5,308 | +5,308 | $1,113 |
HON | 5,308 | +5,308 | $1,113 |
SSGA ACTIVE TR | 23,305 | +23,305 | $1,092 |
STOT | 23,305 | +23,305 | $1,092 |
BLACKSTONE INC | 8,193 | +8,193 | $1,073 |
BX | 8,193 | +8,193 | $1,073 |
PHILLIPS 66 | 7,917 | +7,917 | $1,054 |
PSX | 7,917 | +7,917 | $1,054 |
PAYPAL HLDGS INC | 16,829 | +16,829 | $1,033 |
PYPL | 16,829 | +16,829 | $1,033 |
ISHARES TR (ISTB) | 20,365 | +20,365 | $969 |
ISTB | 20,365 | +20,365 | $969 |
PROLOGIS INC. | 7,180 | +7,180 | $957 |
PLD | 7,180 | +7,180 | $957 |
MONSTER BEVERAGE CORP NEW | 16,580 | +16,580 | $955 |
MNST | 16,580 | +16,580 | $955 |
TAKE TWO INTERACTIVE SOFTWAR | 5,920 | +5,920 | $953 |
TTWO | 5,920 | +5,920 | $953 |
WASTE MGMT INC DEL | 5,222 | +5,222 | $935 |
WM | 5,222 | +5,222 | $935 |
SPDR GOLD TR (GLD) | 4,555 | +4,555 | $871 |
GLD | 4,555 | +4,555 | $871 |
OCCIDENTAL PETE CORP | 13,824 | +13,824 | $825 |
OXY | 13,824 | +13,824 | $825 |
REVVITY INC | 7,267 | +7,267 | $794 |
RVTY | 7,267 | +7,267 | $794 |
See Full List: All Stocks Held By Secured Retirement Advisors LLC
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See Details: Top 10 Stocks Held By Secured Retirement Advisors LLC
Size ($ in 1000's)
At 12/31/2023: $104,092 At 09/30/2023: $0 Secured Retirement Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Secured Retirement Advisors LLC 13F filings. Link to 13F filings: SEC filings |