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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33740F367

Shares:39.6K

Value:$1.3M

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

NEWMONT Corp /DE/

Shares:27.2K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$155.1M)

NETFLIX INC

Shares:1.4K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$155.1M)

COMCAST CORP

CMCSA|20030N101

Shares:34.7K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$155.1M)

33740F417

Shares:54.8K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$155.1M)

45783Y442

Shares:41.0K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$155.1M)

82889N699

Shares:40.8K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$155.1M)

47103U845

Shares:23.7K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$155.1M)

US BANCORP \DE\

Shares:28.5K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$155.1M)

ELECTRONIC ARTS INC.

Shares:8.3K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$155.1M)

Salesforce, Inc.

Shares:4.5K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$155.1M)

Parker-Hannifin Corp

Shares:2.0K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$155.1M)

33740F185

Shares:59.8K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$155.1M)

ORACLE CORP

Shares:8.4K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$155.1M)

33740U687

Shares:34.0K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$155.1M)

SIMON PROPERTY GROUP INC /DE/

Shares:7.0K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$155.1M)

DEERE & CO

Shares:2.5K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$155.1M)

UNITED PARCEL SERVICE INC

Shares:10.3K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$155.1M)

00888H505

Shares:31.9K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$155.1M)

AMGEN INC

Shares:3.6K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$155.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F367)✕	39.6K	QoQ +7.39% (+2.7K) YoY NEW(+39.6K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$155.1M)	QoQ +6.20% (+$78.4K) YoY NEW(+$1.3M)
NEWMONT Corp /DE/(NEMcusip651639106)	27.2K	QoQ -53.11% (-30.8K) YoY NEW(+27.2K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$155.1M)	QoQ -39.18% (-$845.5K) YoY NEW(+$1.3M)
NETFLIX INC(NFLXcusip64110L106)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$155.1M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
COMCAST CORP(CMCSAcusip20030N101)	34.7K	QoQ NEW(+34.7K) YoY NEW(+34.7K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$155.1M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip33740F417)✕	54.8K	QoQ +7.27% (+3.7K) YoY +259.32% (+39.5K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$155.1M)	QoQ +2.49% (+$30.0K) YoY +269.15% (+$899.1K)
(cusip45783Y442)✕	41.0K	QoQ +13.30% (+4.8K) YoY NEW(+41.0K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$155.1M)	QoQ +13.34% (+$143.8K) YoY NEW(+$1.2M)
(cusip82889N699)✕	40.8K	QoQ NEW(+40.8K) YoY NEW(+40.8K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$155.1M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(cusip47103U845)✕	23.7K	QoQ NEW(+23.7K) YoY NEW(+23.7K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$155.1M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
US BANCORP \DE\(USBcusip902973304)	28.5K	QoQ +13.67% (+3.4K) YoY NEW(+28.5K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$155.1M)	QoQ +0.34% (+$4.1K) YoY NEW(+$1.2M)
ELECTRONIC ARTS INC.(EAcusip285512109)	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$155.1M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
Salesforce, Inc.(CRMcusip79466L302)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$155.1M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
Parker-Hannifin Corp(PHcusip701094104)	2.0K	QoQ -3.24% (-66) YoY NEW(+2.0K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$155.1M)	QoQ -7.53% (-$97.4K) YoY NEW(+$1.2M)
(cusip33740F185)✕	59.8K	QoQ -3.75% (-2.3K) YoY NEW(+59.8K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$155.1M)	QoQ -3.84% (-$47.4K) YoY NEW(+$1.2M)
ORACLE CORP(ORCLcusip68389X105)	8.4K	QoQ -5.15% (-458) YoY NEW(+8.4K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$155.1M)	QoQ -20.43% (-$302.3K) YoY NEW(+$1.2M)
(cusip33740U687)✕	34.0K	QoQ +9.92% (+3.1K) YoY NEW(+34.0K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$155.1M)	QoQ +7.75% (+$84.0K) YoY NEW(+$1.2M)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	7.0K	QoQ -1.72% (-123) YoY NEW(+7.0K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$155.1M)	QoQ -5.22% (-$64.2K) YoY NEW(+$1.2M)
DEERE & CO(DEcusip244199105)	2.5K	QoQ -4.14% (-107) YoY NEW(+2.5K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$155.1M)	QoQ +6.18% (-$67.6K) YoY NEW(+$1.2M)
UNITED PARCEL SERVICE INC(UPScusip911312106)	10.3K	QoQ NEW(+10.3K) YoY NEW(+10.3K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$155.1M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
(cusip00888H505)✕	31.9K	QoQ +9.68% (+2.8K) YoY NEW(+31.9K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$155.1M)	QoQ +8.34% (+$86.3K) YoY NEW(+$1.1M)
AMGEN INC(AMGNcusip031162100)	3.6K	QoQ -50.29% (-3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$155.1M)	QoQ -40.59% (-$761.0K) YoY NEW(+$1.1M)