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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     View All Holdings Currently Viewing:  Unchanged 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
   (GGG)1 Year Chart         GGG Graco Inc 24 - $80.75 $1,730,000 18,513 1.47% 124,000 0 0.011    Diversified Machinery
   (ROL)1 Year Chart         ROL Rollins Inc 69 - $45.69 $563,000 12,160 0.48% 32,000 0 0.002    Business Services
   (EPS)1 Year Chart         EPS WisdomTree Earnings 500 83 - $55.57 $366,000 6,606 0.31% 35,000 0 0.007    Closed - End Fund - Debt
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 84 - $529.96 $364,000 692 0.31% 33,000 0 0    Closed - End Fund - E...
   (IR)1 Year Chart         IR Ingersoll Rand Inc 85 - $93.05 $344,000 3,625 0.29% 64,000 0 0.001    N/A
   (ACWI)1 Year Chart         ACWI iShares MSCI ACWI Index 93 - $111.08 $276,000 2,504 0.23% 21,000 0 0.002    Closed - End Fund - E...
   (CL)1 Year Chart         CL Colgate Palmolive Co 94 - $92.96 $272,000 3,015 0.23% 32,000 0 0    Personal Products
   (GIS)1 Year Chart         GIS General Mills Inc 97 - $68.75 $252,000 3,601 0.21% 17,000 0 0.001    Food - Major Diversified
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 99 - $286.31 $239,000 768 0.2% 30,000 0 0    Technical & System So...
   (FNOV)1 Year Chart         FNOV Ft Cboe Vest Us Equity Buff... 98 - $0.00 $239,000 5,349 0.2% 12,000 0 0.06    N/A
   (MDT)1 Year Chart         MDT Medtronic Plc 102 - $81.37 $229,000 2,628 0.19% 12,000 0 0.39    Medical Appliances & ...

      11 Records Found
  1    
Page 1 of 1
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