0001085146-25-002531.txt : 20250501 0001085146-25-002531.hdr.sgml : 20250501 20250501155620 ACCESSION NUMBER: 0001085146-25-002531 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250501 DATE AS OF CHANGE: 20250501 EFFECTIVENESS DATE: 20250501 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SECURED RETIREMENT ADVISORS, LLC CENTRAL INDEX KEY: 0002012356 ORGANIZATION NAME: EIN: 412249559 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23972 FILM NUMBER: 25902753 BUSINESS ADDRESS: STREET 1: 6121 EXCELSIOR BLVD CITY: ST LOUIS PARK STATE: MN ZIP: 55416 BUSINESS PHONE: 952-460-3260 MAIL ADDRESS: STREET 1: 6121 EXCELSIOR BLVD CITY: ST LOUIS PARK STATE: MN ZIP: 55416 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002012356 XXXXXXXX 03-31-2025 03-31-2025 false SECURED RETIREMENT ADVISORS, LLC

6121 EXCELSIOR BLVD ST LOUIS PARK MN 55416

13F HOLDINGS REPORT 028-23972 000144239 801-121760 N JOSEPH S. LUCEY 952-460-3260 /s/ JOSEPH S. LUCEY ST LOUIS PARK MN 05-01-2025 0 116 155147753 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1411679 10642 SH SOLE 0 0 10642 ABBVIE INC COM 00287Y109 245976 1174 SH SOLE 0 0 1174 ABRDN ETFS BBRG ALL COMMDY 003261203 807652 23664 SH SOLE 0 0 23664 AIM ETF PRODUCTS TRUST ALLIANZIM US EQU 00888H539 679715 27402 SH SOLE 0 0 27402 AIM ETF PRODUCTS TRUST US LRGCP B20 OCT 00888H505 1120820 31914 SH SOLE 0 0 31914 ALPHABET INC CAP STK CL A 02079K305 2192508 14178 SH SOLE 0 0 14178 ALTRIA GROUP INC COM 02209S103 242301 4037 SH SOLE 0 0 4037 AMAZON COM INC COM 023135106 3170112 16662 SH SOLE 0 0 16662 AMGEN INC COM 031162100 1113637 3575 SH SOLE 0 0 3575 AON PLC SHS CL A G0403H108 1046414 2622 SH SOLE 0 0 2622 APPLE INC COM 037833100 5234274 23564 SH SOLE 0 0 23564 ARISTA NETWORKS INC COM SHS 040413205 736292 9503 SH SOLE 0 0 9503 BAKER HUGHES COMPANY CL A 05722G100 1079632 24565 SH SOLE 0 0 24565 BANK NEW YORK MELLON CORP COM 064058100 1391403 16590 SH SOLE 0 0 16590 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1547677 2906 SH SOLE 0 0 2906 BLACKROCK INC COM 09290D101 200654 212 SH SOLE 0 0 212 BOEING CO COM 097023105 652013 3823 SH SOLE 0 0 3823 BRISTOL-MYERS SQUIBB CO COM 110122108 240728 3947 SH SOLE 0 0 3947 BROADCOM INC COM 11135F101 1532152 9151 SH SOLE 0 0 9151 BWX TECHNOLOGIES INC COM 05605H100 939444 9523 SH SOLE 0 0 9523 CANADIAN PACIFIC KANSAS CITY COM 13646K108 831848 11848 SH SOLE 0 0 11848 CATERPILLAR INC COM 149123101 1425930 4324 SH SOLE 0 0 4324 CHEVRON CORP NEW COM 166764100 1781477 10649 SH SOLE 0 0 10649 CISCO SYS INC COM 17275R102 1730348 28040 SH SOLE 0 0 28040 CITIGROUP INC COM NEW 172967424 1090264 15358 SH SOLE 0 0 15358 COHERENT CORP COM 19247G107 898380 13834 SH SOLE 0 0 13834 COLGATE PALMOLIVE CO COM 194162103 1912042 20406 SH SOLE 0 0 20406 COMCAST CORP NEW CL A 20030N101 1282238 34749 SH SOLE 0 0 34749 CONSOLIDATED EDISON INC COM 209115104 1624788 14692 SH SOLE 0 0 14692 CORNING INC COM 219350105 2876632 62836 SH SOLE 0 0 62836 COSTCO WHSL CORP NEW COM 22160K105 232662 246 SH SOLE 0 0 246 CUMMINS INC COM 231021106 894871 2855 SH SOLE 0 0 2855 DEERE & CO COM 244199105 1161641 2475 SH SOLE 0 0 2475 EA SERIES TRUST STRIVE 500 ETF 02072L680 8595550 238368 SH SOLE 0 0 238368 EA SERIES TRUST STRIVE EMERGING 02072L698 1450272 53079 SH SOLE 0 0 53079 ELECTRONIC ARTS INC COM 285512109 1201828 8316 SH SOLE 0 0 8316 EXXON MOBIL CORP COM 30231G102 1001106 8418 SH SOLE 0 0 8418 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 1565790 46740 SH SOLE 0 0 46740 FIRST TR EXCHANGE-TRADED FD VEST GOLD STRTGY 33733E849 737073 35082 SH SOLE 0 0 35082 FIRST TR EXCHNG TRADED FD VI FT VEST INT JUNE 33740U869 885813 39057 SH SOLE 0 0 39057 FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 739786 24917 SH SOLE 0 0 24917 FIRST TR EXCHNG TRADED FD VI FT VEST U.S 33740F367 1340801 39622 SH SOLE 0 0 39622 FIRST TR EXCHNG TRADED FD VI FT VEST U.S 33740F417 1233128 54757 SH SOLE 0 0 54757 FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 33740U687 1165997 34004 SH SOLE 0 0 34004 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F185 1185386 59772 SH SOLE 0 0 59772 FORD MTR CO COM 345370860 132627 13223 SH SOLE 0 0 13223 GENERAC HLDGS INC COM 368736104 873632 6898 SH SOLE 0 0 6898 GENERAL MTRS CO COM 37045V100 986407 20974 SH SOLE 0 0 20974 GOLDMAN SACHS PHYSICAL GOLD UNIT 38150K103 890054 28823 SH SOLE 0 0 28823 HEWLETT PACKARD ENTERPRISE C COM 42824C109 461943 29938 SH SOLE 0 0 29938 HOME DEPOT INC COM 437076102 283734 774 SH SOLE 0 0 774 ILLINOIS TOOL WKS INC COM 452308109 2098165 8460 SH SOLE 0 0 8460 INNOVATOR ETFS TRUST EMERGING MKT PWR 45782C623 717415 26930 SH SOLE 0 0 26930 INNOVATOR ETFS TRUST GROWTH 100 PWR B 45784N841 796137 33779 SH SOLE 0 0 33779 INNOVATOR ETFS TRUST GRWT100 PWR BUF 45782C615 807707 16247 SH SOLE 0 0 16247 INNOVATOR ETFS TRUST INNOVATOR INTER 45783Y533 868022 30182 SH SOLE 0 0 30182 INNOVATOR ETFS TRUST QUITY MANAGD FLR 45783Y673 953911 30389 SH SOLE 0 0 30389 INNOVATOR ETFS TRUST U S EQ 10 BUFFER 45783Y442 1221046 41016 SH SOLE 0 0 41016 INTERNATIONAL BUSINESS MACHS COM 459200101 1368376 5503 SH SOLE 0 0 5503 ISHARES TR CORE 80/20 AGGRE 464289859 351977 4601 SH SOLE 0 0 4601 J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 46654Q724 3043083 50990 SH SOLE 0 0 50990 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 1743950 33680 SH SOLE 0 0 33680 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 827193 16338 SH SOLE 0 0 16338 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 1203044 23724 SH SOLE 0 0 23724 JOHNSON CTLS INTL PLC SHS G51502105 805826 10059 SH SOLE 0 0 10059 JPMORGAN CHASE & CO. COM 46625H100 1915485 7809 SH SOLE 0 0 7809 KIMBERLY-CLARK CORP COM 494368103 835827 5877 SH SOLE 0 0 5877 LENNAR CORP CL A 526057104 926045 8068 SH SOLE 0 0 8068 LOCKHEED MARTIN CORP COM 539830109 270706 606 SH SOLE 0 0 606 LOWES COS INC COM 548661107 702290 3011 SH SOLE 0 0 3011 MASTERCARD INCORPORATED CL A 57636Q104 2263187 4129 SH SOLE 0 0 4129 MATCH GROUP INC NEW COM 57667L107 907670 29092 SH SOLE 0 0 29092 META PLATFORMS INC CL A 30303M102 2503131 4343 SH SOLE 0 0 4343 MICROSOFT CORP COM 594918104 5471278 14575 SH SOLE 0 0 14575 NETFLIX INC COM 64110L106 1301812 1396 SH SOLE 0 0 1396 NEWMONT CORP COM 651639106 1312202 27179 SH SOLE 0 0 27179 NUTRIEN LTD COM 67077M108 725430 14605 SH SOLE 0 0 14605 NVIDIA CORPORATION COM 67066G104 5554041 51246 SH SOLE 0 0 51246 ORACLE CORP COM 68389X105 1177060 8419 SH SOLE 0 0 8419 ORION S.A. COM L72967109 987593 76380 SH SOLE 0 0 76380 PALO ALTO NETWORKS INC COM 697435105 883403 5177 SH SOLE 0 0 5177 PARKER-HANNIFIN CORP COM 701094104 1195033 1966 SH SOLE 0 0 1966 PEPSICO INC COM 713448108 292808 1953 SH SOLE 0 0 1953 PFIZER INC COM 717081103 210018 8288 SH SOLE 0 0 8288 PIMCO ETF TR ACTIVE BD ETF 72201R775 5036841 54470 SH SOLE 0 0 54470 POPULAR INC COM NEW 733174700 1375112 14887 SH SOLE 0 0 14887 QUALCOMM INC COM 747525103 1715886 11170 SH SOLE 0 0 11170 S&P GLOBAL INC COM 78409V104 1441988 2838 SH SOLE 0 0 2838 SALESFORCE INC COM 79466L302 1198496 4466 SH SOLE 0 0 4466 SCHWAB CHARLES CORP COM 808513105 923154 11793 SH SOLE 0 0 11793 SIMON PPTY GROUP INC NEW COM 828806109 1165051 7015 SH SOLE 0 0 7015 SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES 82889N699 1208894 40841 SH SOLE 0 0 40841 SONY GROUP CORP SPONSORED ADR 835699307 1560596 61465 SH SOLE 0 0 61465 SPDR GOLD TR GOLD SHS 78463V107 333666 1158 SH SOLE 0 0 1158 SPDR SER TR PRTFLO S&P500 VL 78464A508 2725402 53366 SH SOLE 0 0 53366 TE CONNECTIVITY PLC ORD SHS G87052109 639756 4527 SH SOLE 0 0 4527 TEREX CORP NEW COM 880779103 655219 17343 SH SOLE 0 0 17343 TESLA INC COM 88160R101 1350742 5212 SH SOLE 0 0 5212 TEXAS INSTRS INC COM 882508104 232891 1296 SH SOLE 0 0 1296 TRANE TECHNOLOGIES PLC SHS G8994E103 1403272 4165 SH SOLE 0 0 4165 UNITED PARCEL SERVICE INC CL B 911312106 1132567 10297 SH SOLE 0 0 10297 UNITEDHEALTH GROUP INC COM 91324P102 1551129 2962 SH SOLE 0 0 2962 US BANCORP DEL COM NEW 902973304 1202383 28479 SH SOLE 0 0 28479 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 733495 10416 SH SOLE 0 0 10416 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2139392 27330 SH SOLE 0 0 27330 VANGUARD INDEX FDS GROWTH ETF 922908736 218413 589 SH SOLE 0 0 589 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2004408 7293 SH SOLE 0 0 7293 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 320208 6417 SH SOLE 0 0 6417 VANGUARD STAR FDS VG TL INTL STK F 921909768 742095 11950 SH SOLE 0 0 11950 VERIZON COMMUNICATIONS INC COM 92343V104 263995 5820 SH SOLE 0 0 5820 VISA INC COM CL A 92826C839 1521501 4341 SH SOLE 0 0 4341 WALMART INC COM 931142103 1345470 15326 SH SOLE 0 0 15326 WELLS FARGO CO NEW COM 949746101 408126 5685 SH SOLE 0 0 5685 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 2558864 58960 SH SOLE 0 0 58960 WISDOMTREE TR US LARGECAP FUND 97717W588 295748 4989 SH SOLE 0 0 4989 YUM BRANDS INC COM 988498101 1442991 9170 SH SOLE 0 0 9170