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Home > Institutional Investor > Secured Retirement Advisors, Llc > Profile

Instuitional Investor - Secured Retirement Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Secured Retirement Advisors, Llc
Portfolio Value $174,596,474
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ea Series Trust
 125,385 $4,739,553 2.71%
2.
Unitedhealth Group Inc
 UNH 9,263 $4,685,965 2.68%
3.
Caterpillar Inc
 CAT 11,836 $4,293,738 2.45%
4.
J P Morgan Exchange Traded F
 77,860 $3,921,813 2.24%
5.
First Tr Exchng Traded Fd Vi
 119,649 $3,645,705 2.08%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)