SECURED RETIREMENT ADVISORS, LLC

Q3 2025 13F-HR Holdings

Location
St Louis Park, MN
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
122
Total value ($000)
$179,080
Net value change ($000)
+11,281 (6.7%)
New positions
10
Sold out positions
3
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2025 Next filing: 1/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 2,013 NEW
UHS 1,557 NEW
AAPL 1,303 26.1%
NVDA 1,153 18.7%
GLW 1,073 32.2%
SPYG 1,058 NEW
MRK 1,049 106.0%
BUFD 970 NEW
ED 895 38.4%
CL 837 43.2%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -1,887 -100.0%
UNH -1,598 -72.1%
HELO -1,145 -61.5%
UPS -946 -74.9%
META -748 -22.4%
AMGN -683 -67.0%
T -657 -100.0%
MA -599 -22.9%
OEC -368 -45.5%
SCHW -357 -35.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type