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Home > Institutional Investor > Secured Retirement Advisors, Llc > Profile

Instuitional Investor - Secured Retirement Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Secured Retirement Advisors, Llc
Portfolio Value $167,799,056
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ea Series Trust - STRIVE 500 ETF
 235,707 $9,442,438 5.63%
2.
Microsoft Corp
 MSFT 14,128 $7,027,646 4.19%
3.
Nvidia Corp
 NVDA 39,036 $6,167,304 3.68%
4.
Pimco Etf Trust
 59,986 $5,529,509 3.3%
5.
Apple Inc.
 AAPL 24,359 $4,997,668 2.98%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)