13F Filings History of SECURED RETIREMENT ADVISORS, LLC

Latest 13F report
Q3 2025 - 15 Oct 2025
Value $
$179,079,534
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 122 stock holdings with total value $179,079,534 as of Q3 2025. Top holdings included STRV, NVDA, MSFT, AAPL, and BOND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 122 $179,079,534 +$15,367,822 -$18,957,560 -$3,589,738 STRV, NVDA, MSFT, AAPL, BOND 13F-HR 15 Oct 2025, 16:01
Q2 2025 115 $167,799,056 +$17,335,720 -$19,341,355 -$2,005,635 STRV, MSFT, NVDA, BOND, AAPL 13F-HR 23 Jul 2025, 14:53
Q1 2025 116 $155,147,753 +$63,836,325 -$81,039,669 -$17,203,344 STRV, NVDA, MSFT, AAPL, BOND 13F-HR 01 May 2025, 15:56
Q4 2024 140 $174,596,474 +$55,361,418 -$17,433,719 +$37,927,699 STRV, UNH, CAT, JPST, BUFR 13F-HR 30 Jan 2025, 15:31
Q3 2024 119 $138,817,038 +$14,779,442 -$8,391,358 +$6,388,084 UNH, STRV, JPST, BUFR, MSFT 13F-HR 29 Oct 2024, 08:38
Q2 2024 116 $128,281,582 +$14,727,748 -$4,446,379 +$10,281,369 STRV, UNH, JPST, BUFR, MSFT 13F-HR 09 Aug 2024, 09:19
Q1 2024 107 $116,147,717 +$15,560,196 -$9,266,468 +$6,293,728 STRV, UNH, JPST, BUFR, MSFT 13F-HR 10 May 2024, 17:46
Q4 2023 102 $104,088,320 $0 $0 $0 STRV, JPST, UNH, BUFR, MSFT 13F-HR 16 Feb 2024, 11:47