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  Name: SECURED RETIREMENT ADVISORS LLC
  City: ST LOUIS PARK
  State: MN
  Zip: 55416
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $117,991,000
  Total Value Change : $13,898,000
  Securities Held Change : 6
   
All Securities Held : 108
  New Positions : 19
  Closed Positions : 13
  Increased Positions : 56
  Unchanged Positions : 11
  Decreased Positions : 22

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Holdings Found : 19     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TRGP)1 Year Chart         TRGP Targa Resources Corp. 38 New $121.48 $1,243,000 11,101 1.05% 1,243,000 11,101 0.005    Gas Utilities
   (APO)1 Year Chart         APO Apollo Global Management LLC 42 New $118.38 $1,117,000 9,934 0.95% 1,117,000 9,934 0.002    Diversified Investments
   (PAYC)1 Year Chart         PAYC Paycom Software, Inc. 50 New $144.16 $937,000 4,710 0.79% 937,000 4,710 0.008    N/A
   (KJAN)1 Year Chart         KJAN Innovator Russell 2000 Powe... 60 New $0.00 $759,000 21,465 0.64% 759,000 21,465 0.239    N/A
   (XDEC)1 Year Chart         XDEC Ft Cboe Vest Us Equity Enh ... 62 New $0.00 $594,000 16,850 0.5% 594,000 16,850 0.125    N/A
   (IJAN)1 Year Chart         IJAN Innovator Msci Eafe Power B... 73 New $0.00 $460,000 14,703 0.39% 460,000 14,703 0.383    N/A
   (NJAN)1 Year Chart         NJAN Innovator Nasdaq-100 Power ... 74 New $0.00 $434,000 9,959 0.37% 434,000 9,959 0.111    N/A
   (AUGW)1 Year Chart         AUGW Allianzim Us Large Cap Buff... 75 New $0.00 $432,000 15,934 0.37% 432,000 15,934 0.177    N/A
   (AZBJ)1 Year Chart         AZBJ Allianzim Us Large Cap Buff... 77 New $0.00 $422,000 13,409 0.36% 422,000 13,409 0.015    N/A
   (GDEC)1 Year Chart         GDEC Ft Vest Us Equity Moderate ... 79 New $0.00 $387,000 12,263 0.33% 387,000 12,263 0.136    N/A
   (YDEC)1 Year Chart         YDEC Ft Cboe Vest International ... 86 New $0.00 $337,000 14,315 0.29% 337,000 14,315 0.159    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 100 New $166.09 $233,000 1,277 0.2% 233,000 1,277 0    Drug Manufacturers - ...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 101 New $867.30 $232,000 298 0.2% 232,000 298 0    Drug Manufacturers - ...
   (FEBW)1 Year Chart         FEBW Allianzim Us Large Cap Buff... 103 New $0.00 $229,000 7,923 0.19% 229,000 7,923 0    N/A
   (GJAN)1 Year Chart         GJAN Ft Cboe Vest Us Equity Mode... 104 New $0.00 $216,000 6,009 0.18% 216,000 6,009 0.135    N/A
   (TRV)1 Year Chart         TRV Travelers Companies Inc 105 New $207.26 $213,000 926 0.18% 213,000 926 0    Property & Casualty I...
   (V)1 Year Chart         V Visa Inc 106 New $270.32 $209,000 750 0.18% 209,000 750 0    Business Services
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 107 New $370.79 $203,000 589 0.17% 203,000 589 0    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 108 New $244.17 $200,000 801 0.17% 200,000 801 0    Closed - End Fund - E...

      19 Records Found
  1    
Page 1 of 1
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