Secured-Retirement-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MTCH",
  "NTR",
  "ABT",
  "ABBV",
  "GOOGL",
  "BLK",
  null,
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "CMI",
  null,
  null,
  null,
  "HD",
  "QCOM",
  null,
  null,
  "LEN",
  "ITW",
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  "MA",
  null,
  "MSFT",
  null,
  "ANET",
  "ORCL",
  null,
  null,
  "PANW",
  "PEP",
  "UNH",
  "AAPL",
  "NVDA",
  "HPE",
  "PFE",
  "LMT",
  null,
  "VZ",
  "AMGN",
  "SPGI",
  null,
  "SPG",
  "GLD",
  "IBM",
  "TEL",
  "TXN",
  "UPS",
  "NEM",
  "OEC",
  "SCHW",
  null,
  null,
  "EA",
  "TT",
  "AON",
  "GM",
  "TEX",
  "SONY",
  "F",
  "GNRC",
  "BKR",
  "AMZN",
  null,
  "USB",
  "VUG",
  "BLV",
  "VXUS",
  "BSV",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  "YUM",
  null,
  null,
  null,
  "JCI",
  "BPOP",
  "CRM",
  null,
  "SPYV",
  null,
  "KMB",
  "BK",
  "BRK-B",
  "BA",
  "BMY",
  "BWXT",
  "CVX",
  "CSCO",
  "C",
  "COHR",
  "CMCSA",
  "CL",
  "ED",
  "COST",
  "GLW",
  "DE",
  "XOM",
  "TSLA",
  "NFLX",
  "PH",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 116
Total Value: 155147753
Accession Number: 0001085146-25-002531
Form Type: 13F-HR
CIK: secured-retirement-advisors
Manager Name: Secured-Retirement-Advisors

Data Enrichment

74% identified

86 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

116 positions • $155.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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02072L680

Shares:238.4K

Value:$8.6M

% of Portfolio:5.5% ($8.6M/$155.1M)

NVIDIA CORP

NVDA|67066G104

Shares:51.2K

Value:$5.6M

% of Portfolio:3.6% ($5.6M/$155.1M)

MICROSOFT CORP

MSFT|594918104

Shares:14.6K

Value:$5.5M

% of Portfolio:3.5% ($5.5M/$155.1M)

Apple Inc.

AAPL|037833100

Shares:23.6K

Value:$5.2M

% of Portfolio:3.4% ($5.2M/$155.1M)

72201R775

Shares:54.5K

Value:$5.0M

% of Portfolio:3.2% ($5.0M/$155.1M)

AMAZON COM INC

AMZN|023135106

Shares:16.7K

Value:$3.2M

% of Portfolio:2.0% ($3.2M/$155.1M)

46654Q724

Shares:51.0K

Value:$3.0M

% of Portfolio:2.0% ($3.0M/$155.1M)

CORNING INC /NY

GLW|219350105

Shares:62.8K

Value:$2.9M

% of Portfolio:1.9% ($2.9M/$155.1M)

78464A508

SPYV|78464A508

Shares:53.4K

Value:$2.7M

% of Portfolio:1.8% ($2.7M/$155.1M)

97717X594

Shares:59.0K

Value:$2.6M

% of Portfolio:1.6% ($2.6M/$155.1M)

Meta Platforms, Inc.

META|30303M102

Shares:4.3K

Value:$2.5M

% of Portfolio:1.6% ($2.5M/$155.1M)

Mastercard Inc

MA|57636Q104

Shares:4.1K

Value:$2.3M

% of Portfolio:1.5% ($2.3M/$155.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:14.2K

Value:$2.2M

% of Portfolio:1.4% ($2.2M/$155.1M)

921937827

BSV|921937827

Shares:27.3K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$155.1M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:8.5K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$155.1M)

922908769

VTI|922908769

Shares:7.3K

Value:$2.0M

% of Portfolio:1.3% ($2.0M/$155.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:7.8K

Value:$1.9M

% of Portfolio:1.2% ($1.9M/$155.1M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:20.4K

Value:$1.9M

% of Portfolio:1.2% ($1.9M/$155.1M)

CHEVRON CORP

CVX|166764100

Shares:10.6K

Value:$1.8M

% of Portfolio:1.1% ($1.8M/$155.1M)

46654Q203

Shares:33.7K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$155.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip02072L680)✕	238.4K	QoQ +90.10% (+113.0K) YoY +80.73% (+106.5K)	All Managers (Combined)	$8.6M	5.5% ($8.6M/$155.1M)	QoQ +81.35% (+$3.9M) YoY +93.62% (+$4.2M)
NVIDIA CORP(NVDAcusip67066G104)	51.2K	QoQ +305.39% (+38.6K) YoY +3872.55% (+50.0K)	All Managers (Combined)	$5.6M	3.6% ($5.6M/$155.1M)	QoQ +227.17% (+$3.9M) YoY +376.49% (+$4.4M)
MICROSOFT CORP(MSFTcusip594918104)	14.6K	QoQ +83.98% (+6.7K) YoY +115.22% (+7.8K)	All Managers (Combined)	$5.5M	3.5% ($5.5M/$155.1M)	QoQ +63.86% (+$2.1M) YoY +92.02% (+$2.6M)
Apple Inc.(AAPLcusip037833100)	23.6K	QoQ +159.03% (+14.5K) YoY +181.86% (+15.2K)	All Managers (Combined)	$5.2M	3.4% ($5.2M/$155.1M)	QoQ +129.77% (+$3.0M) YoY +265.12% (+$3.8M)
(cusip72201R775)✕	54.5K	QoQ NEW(+54.5K) YoY NEW(+54.5K)	All Managers (Combined)	$5.0M	3.2% ($5.0M/$155.1M)	QoQ NEW(+$5.0M) YoY NEW(+$5.0M)
AMAZON COM INC(AMZNcusip023135106)	16.7K	QoQ +36.30% (+4.4K) YoY +59.26% (+6.2K)	All Managers (Combined)	$3.2M	2.0% ($3.2M/$155.1M)	QoQ +18.20% (+$488.3K) YoY +67.98% (+$1.3M)
(cusip46654Q724)✕	51.0K	QoQ NEW(+51.0K) YoY NEW(+51.0K)	All Managers (Combined)	$3.0M	2.0% ($3.0M/$155.1M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
CORNING INC /NY(GLWcusip219350105)	62.8K	QoQ +62.66% (+24.2K) YoY NEW(+62.8K)	All Managers (Combined)	$2.9M	1.9% ($2.9M/$155.1M)	QoQ +56.71% (+$1.0M) YoY NEW(+$2.9M)
(SPYVcusip78464A508)	53.4K	QoQ NEW(+53.4K) YoY NEW(+53.4K)	All Managers (Combined)	$2.7M	1.8% ($2.7M/$155.1M)	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
(cusip97717X594)✕	59.0K	QoQ -0.27% (-163) YoY -0.20% (-120)	All Managers (Combined)	$2.6M	1.6% ($2.6M/$155.1M)	QoQ -0.43% (-$11.2K) YoY -5.72% (-$155.3K)
Meta Platforms, Inc.(METAcusip30303M102)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$2.5M	1.6% ($2.5M/$155.1M)	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
Mastercard Inc(MAcusip57636Q104)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$2.3M	1.5% ($2.3M/$155.1M)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
Alphabet Inc.(GOOGLcusip02079K305)	14.2K	QoQ -8.29% (-1.3K) YoY +25.28% (+2.9K)	All Managers (Combined)	$2.2M	1.4% ($2.2M/$155.1M)	QoQ -25.08% (-$734.1K) YoY +28.36% (+$484.4K)
(BSVcusip921937827)	27.3K	QoQ +12.95% (+3.1K) YoY +36.62% (+7.3K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$155.1M)	QoQ +14.42% (+$269.8K) YoY +39.49% (+$605.7K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	8.5K	QoQ NEW(+8.5K) YoY +41.23% (+2.5K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$155.1M)	QoQ NEW(+$2.1M) YoY +30.54% (+$490.9K)
(VTIcusip922908769)	7.3K	QoQ -14.25% (-1.2K) YoY -13.03% (-1.1K)	All Managers (Combined)	$2.0M	1.3% ($2.0M/$155.1M)	QoQ -18.68% (-$460.5K) YoY -8.03% (-$175.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	7.8K	QoQ -19.22% (-1.9K) YoY -15.97% (-1.5K)	All Managers (Combined)	$1.9M	1.2% ($1.9M/$155.1M)	QoQ -17.33% (-$401.8K) YoY +2.89% (-$53.9K)
COLGATE PALMOLIVE CO(CLcusip194162103)	20.4K	QoQ +564.25% (+17.3K) YoY +576.81% (+17.4K)	All Managers (Combined)	$1.9M	1.2% ($1.9M/$155.1M)	QoQ +584.64% (+$1.6M) YoY +604.24% (+$1.6M)
CHEVRON CORP(CVXcusip166764100)	10.6K	QoQ -26.45% (-3.8K) YoY -6.51% (-742)	All Managers (Combined)	$1.8M	1.1% ($1.8M/$155.1M)	QoQ -15.05% (-$315.8K) YoY -0.85% (-$15.3K)
(cusip46654Q203)✕	33.7K	QoQ -16.64% (-6.7K) YoY -17.13% (-7.0K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$155.1M)	QoQ -23.44% (-$534.1K) YoY -20.88% (-$460.5K)