SECURED RETIREMENT ADVISORS, LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 30, 2025
Value $: $175M
Signature - Title: Joseph S. Lucey - CEO
Location: St Louis Park, MN
Summary: This page shows a list of all the recent 13F filings made by SECURED RETIREMENT ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SECURED RETIREMENT ADVISORS, LLC reported 140 stock holdings with total value $175M as of Q4 2024. Top holdings included STRV, UNH, CAT, JPST, and BUFR.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	140	$175M	+$55.4M	-$17.4M	+$37.9M	STRV, UNH, CAT, JPST, BUFR	13F-HR	1/30/2025, 03:31 PM
Q3 2024	119	$139M	+$14.8M	-$8.39M	+$6.39M	UNH, STRV, JPST, BUFR, MSFT	13F-HR	10/29/2024, 08:38 AM
Q2 2024	116	$128M	+$14.7M	-$4.45M	+$10.3M	STRV, UNH, JPST, BUFR, MSFT	13F-HR	8/9/2024, 09:19 AM
Q1 2024	107	$116M	+$15.6M	-$9.27M	+$6.29M	STRV, UNH, JPST, BUFR, MSFT	13F-HR	5/10/2024, 05:46 PM
Q4 2023	102	$104M	$0	$0		STRV, JPST, UNH, BUFR, MSFT	13F-HR	2/16/2024, 11:47 AM