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:

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SPDR GOLD TRUST

GLD|78463V107

Shares:1.2K

Value:$333.7K

% of Portfolio:0.2% ($333.7K/$155.1M)

922020805

Shares:6.4K

Value:$320.2K

% of Portfolio:0.2% ($320.2K/$155.1M)

97717W588

Shares:5.0K

Value:$295.7K

% of Portfolio:0.2% ($295.7K/$155.1M)

PEPSICO INC

PEP|713448108

Shares:2.0K

Value:$292.8K

% of Portfolio:0.2% ($292.8K/$155.1M)

HOME DEPOT, INC.

HD|437076102

Shares:774

Value:$283.7K

% of Portfolio:0.2% ($283.7K/$155.1M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:606

Value:$270.7K

% of Portfolio:0.2% ($270.7K/$155.1M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:5.8K

Value:$264.0K

% of Portfolio:0.2% ($264.0K/$155.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.2K

Value:$246.0K

% of Portfolio:0.2% ($246.0K/$155.1M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:4.0K

Value:$242.3K

% of Portfolio:0.2% ($242.3K/$155.1M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:3.9K

Value:$240.7K

% of Portfolio:0.2% ($240.7K/$155.1M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.3K

Value:$232.9K

% of Portfolio:0.2% ($232.9K/$155.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:246

Value:$232.7K

% of Portfolio:0.1% ($232.7K/$155.1M)

922908736

VUG|922908736

Shares:589

Value:$218.4K

% of Portfolio:0.1% ($218.4K/$155.1M)

PFIZER INC

PFE|717081103

Shares:8.3K

Value:$210.0K

% of Portfolio:0.1% ($210.0K/$155.1M)

BlackRock, Inc.

BLK|09290D101

Shares:212

Value:$200.7K

% of Portfolio:0.1% ($200.7K/$155.1M)

FORD MOTOR CO

F|345370860

Shares:13.2K

Value:$132.6K

% of Portfolio:0.1% ($132.6K/$155.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR GOLD TRUST(GLDcusip78463V107)	1.2K	QoQ -56.62% (-1.5K) YoY -69.61% (-2.7K)	All Managers (Combined)	$333.7K	0.2% ($333.7K/$155.1M)	QoQ -48.38% (-$312.8K) YoY -57.44% (-$450.3K)
(cusip922020805)✕	6.4K	QoQ -62.89% (-10.9K) YoY -48.56% (-6.1K)	All Managers (Combined)	$320.2K	0.2% ($320.2K/$155.1M)	QoQ -61.76% (-$517.3K) YoY -46.41% (-$277.3K)
(cusip97717W588)✕	5.0K	QoQ -5.31% (-280) YoY -24.47% (-1.6K)	All Managers (Combined)	$295.7K	0.2% ($295.7K/$155.1M)	QoQ -8.25% (-$26.6K) YoY -19.18% (-$70.2K)
PEPSICO INC(PEPcusip713448108)	2.0K	QoQ NEW(+2.0K) YoY +25.91% (+402)	All Managers (Combined)	$292.8K	0.2% ($292.8K/$155.1M)	QoQ NEW(+$292.8K) YoY +7.86% (+$21.3K)
HOME DEPOT, INC.(HDcusip437076102)	774	QoQ NEW(+774) YoY NEW(+774)	All Managers (Combined)	$283.7K	0.2% ($283.7K/$155.1M)	QoQ NEW(+$283.7K) YoY NEW(+$283.7K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	606	QoQ NEW(+606) YoY NEW(+606)	All Managers (Combined)	$270.7K	0.2% ($270.7K/$155.1M)	QoQ NEW(+$270.7K) YoY NEW(+$270.7K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$264.0K	0.2% ($264.0K/$155.1M)	QoQ NEW(+$264.0K) YoY NEW(+$264.0K)
AbbVie Inc.(ABBVcusip00287Y109)	1.2K	QoQ -25.41% (-400) YoY -8.06% (-103)	All Managers (Combined)	$246.0K	0.2% ($246.0K/$155.1M)	QoQ -12.05% (-$33.7K) YoY +5.77% (-$13.4K)
ALTRIA GROUP, INC.(MOcusip02209S103)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$242.3K	0.2% ($242.3K/$155.1M)	QoQ NEW(+$242.3K) YoY NEW(+$242.3K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$240.7K	0.2% ($240.7K/$155.1M)	QoQ NEW(+$240.7K) YoY NEW(+$240.7K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$232.9K	0.2% ($232.9K/$155.1M)	QoQ NEW(+$232.9K) YoY NEW(+$232.9K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	246	QoQ -91.16% (-2.5K) YoY -90.87% (-2.4K)	All Managers (Combined)	$232.7K	0.1% ($232.7K/$155.1M)	QoQ -90.88% (-$2.3M) YoY -88.21% (-$1.7M)
(VUGcusip922908736)	589	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$218.4K	0.1% ($218.4K/$155.1M)	QoQ -9.65% (-$23.3K) YoY +7.73% (+$15.7K)
PFIZER INC(PFEcusip717081103)	8.3K	QoQ +6.54% (+509) YoY NEW(+8.3K)	All Managers (Combined)	$210.0K	0.1% ($210.0K/$155.1M)	QoQ +1.76% (+$3.6K) YoY NEW(+$210.0K)
BlackRock, Inc.(BLKcusip09290D101)	212	QoQ NEW(+212) YoY NEW(+212)	All Managers (Combined)	$200.7K	0.1% ($200.7K/$155.1M)	QoQ NEW(+$200.7K) YoY NEW(+$200.7K)
FORD MOTOR CO(Fcusip345370860)	13.2K	QoQ NEW(+13.2K) YoY NEW(+13.2K)	All Managers (Combined)	$132.6K	0.1% ($132.6K/$155.1M)	QoQ NEW(+$132.6K) YoY NEW(+$132.6K)