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| Name: |
SECURED RETIREMENT ADVISORS LLC |
| City: |
ST LOUIS PARK |
| State: |
MN |
| Zip: |
55416 |
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data |
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| Holdings
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22 |
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Menu
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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 |
|
MSFT |
Microsoft Corp |
5 |
- |
$420.21 |
$2,849,000 |
6,772 |
2.41% |
-125,000 |
-1,136 |
0 |
Application Software |
|
|
CAT |
Caterpillar Inc |
7 |
- |
$356.27 |
$2,693,000 |
7,348 |
2.28% |
443,000 |
-261 |
0.001 |
Farm & Construction M... |
|
|
VTI |
Vanguard Total Stock Market... |
12 |
- |
$262.30 |
$2,180,000 |
8,386 |
1.85% |
159,000 |
-135 |
0.001 |
Closed - End Fund - E... |
|
|
AMAT |
Applied Materials Inc |
13 |
- |
$212.08 |
$2,165,000 |
10,499 |
1.83% |
414,000 |
-302 |
0.001 |
Semiconductor Equipme... |
|
|
SNPS |
Synopsys Inc |
22 |
- |
$566.73 |
$1,767,000 |
3,091 |
1.5% |
125,000 |
-98 |
0.002 |
Technical & System So... |
|
|
ABT |
Abbott Laboratories |
28 |
- |
$104.09 |
$1,704,000 |
14,996 |
1.44% |
1,000 |
-472 |
0.001 |
Drug Manufacturers - ... |
|
|
PANW |
Palo Alto Networks Inc |
31 |
- |
$317.85 |
$1,572,000 |
5,534 |
1.33% |
-296,000 |
-802 |
0.002 |
Networking & Communic... |
|
|
TT |
Trane Technologies (Ingerso... |
35 |
- |
$328.64 |
$1,381,000 |
4,600 |
1.17% |
161,000 |
-400 |
0.006 |
Diversified Machinery |
|
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STLD |
Steel Dynamics Inc |
36 |
- |
$133.93 |
$1,381,000 |
9,314 |
1.17% |
256,000 |
-213 |
0 |
Steel & Iron |
|
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QDEF |
FlexShares Quality Dividend... |
37 |
- |
$64.60 |
$1,294,000 |
20,153 |
1.1% |
79,000 |
-415 |
0.21 |
N/A |
|
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STOT |
Spdr Doubleline Short Durat... |
44 |
- |
$0.00 |
$1,076,000 |
22,893 |
0.91% |
-16,000 |
-412 |
0.776 |
N/A |
|
|
HON |
Honeywell International Inc |
45 |
- |
$205.97 |
$1,062,000 |
5,175 |
0.9% |
-51,000 |
-133 |
0.001 |
Conglomerates |
|
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PYPL |
Paypal Holdings, Inc. |
47 |
- |
$64.48 |
$1,019,000 |
15,215 |
0.86% |
-14,000 |
-1,614 |
0.001 |
N/A |
|
|
ISTB |
Ishares Core Short Term Us ... |
54 |
- |
$47.23 |
$868,000 |
18,301 |
0.74% |
-101,000 |
-2,064 |
0.002 |
N/A |
|
|
TGT |
Target Corp |
57 |
- |
$160.13 |
$796,000 |
4,491 |
0.67% |
-707,000 |
-6,059 |
0.001 |
Discount, Variety Stores |
|
|
GLD |
streetTRACKS Gold Trust |
58 |
- |
$223.66 |
$784,000 |
3,811 |
0.66% |
-87,000 |
-744 |
0.001 |
Closed - End Fund - E... |
|
|
PKI |
Perkinelmer Inc |
59 |
- |
$110.23 |
$761,000 |
7,247 |
0.64% |
-33,000 |
-20 |
0.006 |
Scientific & Technica... |
|
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STIP |
Ishares Barclays 0-5 Year T... |
63 |
- |
$99.33 |
$592,000 |
5,949 |
0.5% |
-55,000 |
-616 |
0.001 |
N/A |
|
|
ILTB |
iShares Core Long Term US |
71 |
- |
$49.80 |
$504,000 |
9,852 |
0.43% |
-71,000 |
-1,075 |
0.128 |
Closed - End Fund - Debt |
|
|
JULH |
Innovator Premium Income 20... |
76 |
- |
$0.00 |
$425,000 |
17,053 |
0.36% |
-46,000 |
-1,804 |
0.189 |
N/A |
|
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IXUS |
Ishares Core Msci Total Int... |
82 |
- |
$70.07 |
$367,000 |
5,406 |
0.31% |
-16,000 |
-485 |
0 |
N/A |
|
|
PSX |
Phillips 66 |
96 |
- |
$147.08 |
$269,000 |
1,647 |
0.23% |
-785,000 |
-6,270 |
0 |
Oil & Gas Refining, P... |
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