Long-term investor
Secured Retirement Advisors, LLC @securedretirementadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002012356).
Record
- Tracked since 2025-06-30 (470 days), 161 trades recorded
- Returns: week n/a · month n/a · 90 days -6.7% · 6 months +14.8% · 1 year +31.1% · all +31.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02072L680 · 4.4% · long · since 2025-06-30
- NVDA · 3.7% · long · since 2025-06-30
- AAPL · 3.7% · long · since 2025-06-30
- 72201R775 · 2.7% · long · since 2025-06-30
- MSFT · 2.4% · long · since 2025-06-30
- CSCO · 2.0% · long · since 2025-06-30
- GOOGL · 1.7% · long · since 2025-06-30
- CAT · 1.7% · long · since 2025-06-30
- META · 1.6% · long · since 2025-06-30
- AMZN · 1.5% · long · since 2025-06-30
- TSLA · 1.5% · long · since 2025-06-30
- 78464A508 · 1.4% · long · since 2025-06-30