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

116 positions • $155.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CISCO SYSTEMS, INC.

Shares:28.0K

Value:$1.7M

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

QUALCOMM INC/DE

Shares:11.2K

Value:$1.7M

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

CONSOLIDATED EDISON INC

Shares:14.7K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$155.1M)

33741X102

Shares:46.7K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$155.1M)

Sony Group Corp

Shares:61.5K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$155.1M)

UNITEDHEALTH GROUP INC

Shares:3.0K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$155.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.9K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$155.1M)

Broadcom Inc.

Shares:9.2K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$155.1M)

VISA INC.

Shares:4.3K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$155.1M)

02072L698

Shares:53.1K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$155.1M)

YUM BRANDS INC

Shares:9.2K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$155.1M)

S&P Global Inc.

Shares:2.8K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$155.1M)

CATERPILLAR INC

Shares:4.3K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$155.1M)

ABBOTT LABORATORIES

Shares:10.6K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$155.1M)

Trane Technologies plc

Shares:4.2K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$155.1M)

Bank of New York Mellon Corp

Shares:16.6K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$155.1M)

POPULAR, INC.

Shares:14.9K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$155.1M)

INTERNATIONAL BUSINESS MACHINES CORP

Shares:5.5K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$155.1M)

Tesla, Inc.

Shares:5.2K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$155.1M)

Walmart Inc.

Shares:15.3K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$155.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	28.0K	QoQ +0.48% (+134) YoY NEW(+28.0K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$155.1M)	QoQ +4.74% (+$78.3K) YoY NEW(+$1.7M)
QUALCOMM INC/DE(QCOMcusip747525103)	11.2K	QoQ -43.72% (-8.7K) YoY -36.80% (-6.5K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$155.1M)	QoQ -43.72% (-$1.3M) YoY -6.65% (-$122.2K)
CONSOLIDATED EDISON INC(EDcusip209115104)	14.7K	QoQ NEW(+14.7K) YoY NEW(+14.7K)	All Managers (Combined)	$1.6M	1.0% ($1.6M/$155.1M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
(cusip33741X102)✕	46.7K	QoQ -38.05% (-28.7K) YoY -38.66% (-29.5K)	All Managers (Combined)	$1.6M	1.0% ($1.6M/$155.1M)	QoQ -42.11% (-$1.1M) YoY -40.99% (-$1.1M)
Sony Group Corp(SONYcusip835699307)	61.5K	QoQ -2.94% (-1.9K) YoY NEW(+61.5K)	All Managers (Combined)	$1.6M	1.0% ($1.6M/$155.1M)	QoQ +16.45% (-$220.5K) YoY NEW(+$1.6M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	3.0K	QoQ -68.02% (-6.3K) YoY -61.52% (-4.7K)	All Managers (Combined)	$1.6M	1.0% ($1.6M/$155.1M)	QoQ -66.89% (-$3.1M) YoY -59.27% (-$2.3M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.9K	QoQ +515.67% (+2.4K) YoY NEW(+2.9K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$155.1M)	QoQ +623.38% (+$1.3M) YoY NEW(+$1.5M)
Broadcom Inc.(AVGOcusip11135F101)	9.2K	QoQ NEW(+9.2K) YoY NEW(+9.2K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$155.1M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
VISA INC.(Vcusip92826C839)	4.3K	QoQ -40.83% (-3.0K) YoY +478.80% (+3.6K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$155.1M)	QoQ -34.38% (-$797.4K) YoY +626.91% (+$1.3M)
(cusip02072L698)✕	53.1K	QoQ -21.41% (-14.5K) YoY -21.59% (-14.6K)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$155.1M)	QoQ -22.11% (-$411.9K) YoY -25.38% (-$493.4K)
YUM BRANDS INC(YUMcusip988498101)	9.2K	QoQ NEW(+9.2K) YoY NEW(+9.2K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$155.1M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
S&P Global Inc.(SPGIcusip78409V104)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$155.1M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
CATERPILLAR INC(CATcusip149123101)	4.3K	QoQ -63.46% (-7.5K) YoY -41.15% (-3.0K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$155.1M)	QoQ -66.79% (-$2.9M) YoY -47.04% (-$1.3M)
ABBOTT LABORATORIES(ABTcusip002824100)	10.6K	QoQ -43.47% (-8.2K) YoY -29.03% (-4.4K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$155.1M)	QoQ -33.71% (-$717.9K) YoY -17.17% (-$292.8K)
Trane Technologies plc(TTcusipG8994E103)	4.2K	QoQ -10.00% (-463) YoY -9.45% (-435)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$155.1M)	QoQ -17.90% (-$306.1K) YoY +1.61% (-$22.4K)
Bank of New York Mellon Corp(BKcusip064058100)	16.6K	QoQ NEW(+16.6K) YoY NEW(+16.6K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$155.1M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
POPULAR, INC.(BPOPcusip733174700)	14.9K	QoQ -1.95% (-297) YoY NEW(+14.9K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$155.1M)	QoQ -3.71% (-$53.1K) YoY NEW(+$1.4M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	5.5K	QoQ -17.57% (-1.2K) YoY NEW(+5.5K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$155.1M)	QoQ -6.76% (-$99.2K) YoY NEW(+$1.4M)
Tesla, Inc.(TSLAcusip88160R101)	5.2K	QoQ +86.40% (+2.4K) YoY +222.72% (+3.6K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$155.1M)	QoQ +19.62% (+$221.6K) YoY +375.77% (+$1.1M)
Walmart Inc.(WMTcusip931142103)	15.3K	QoQ NEW(+15.3K) YoY NEW(+15.3K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$155.1M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)