13F Filings History of SECURED RETIREMENT ADVISORS, LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$179,070,860
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 125 stock holdings with total value $179,070,860 as of Q4 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
Q4 2025 125 $179,070,860 +$6,229,284 -$10,628,497 -$4,399,213 STRV, NVDA, MSFT, AAPL, BOND 13F-HR 30 Jan 2026, 16:17
Q3 2025 122 $179,079,534 +$15,367,821 -$18,957,561 -$3,589,740 STRV, NVDA, MSFT, AAPL, BOND 13F-HR 15 Oct 2025, 16:01
Q2 2025 115 $167,799,056 +$17,335,720 -$19,341,353 -$2,005,633 STRV, MSFT, NVDA, BOND, AAPL 13F-HR 23 Jul 2025, 14:53
Q1 2025 116 $155,147,753 +$63,836,323 -$81,039,670 -$17,203,347 STRV, NVDA, MSFT, AAPL, BOND 13F-HR 01 May 2025, 15:56
Q4 2024 140 $174,596,474 +$55,361,417 -$17,433,721 +$37,927,696 STRV, UNH, CAT, JPST, BUFR 13F-HR 30 Jan 2025, 15:31
Q3 2024 119 $138,817,038 +$14,779,441 -$8,391,358 +$6,388,083 UNH, STRV, JPST, BUFR, MSFT 13F-HR 29 Oct 2024, 08:38
Q2 2024 116 $128,281,582 +$14,727,748 -$4,446,380 +$10,281,368 STRV, UNH, JPST, BUFR, MSFT 13F-HR 09 Aug 2024, 09:19
Q1 2024 108 $116,147,717 +$15,560,194 -$9,266,469 +$6,293,725 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