Managed by Secured Retirement Advisors, Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $9.4M | 235.7K | 0.00% | — |
| 2 | ? N/A — | $9.4M | 216.4K | 0.00% | — |
| 3 | ? N/A — | $8.6M | 179.0K | 0.00% | — |
| 4 | ? N/A — | $8.6M | 196.0K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $8.6M |
| 238.4K |
| 0.00% |
| — |
| 6 | ? N/A — | $7.8M | 186.0K | 0.00% | — |
| 7 | N NVDA — | $7.4M | 39.7K | 0.00% | — |
| 8 | N NVDA — | $7.3M | 39.2K | 0.00% | — |
| 9 | M MSFT — | $7.3M | 14.1K | 0.00% | — |
| 10 | N NVDA — | $7.3M | 36.3K | 0.00% | — |
| 11 | A AAPL — | $7.1M | 24.7K | 0.00% | — |
| 12 | M MSFT — | $7M | 14.1K | 0.00% | — |
| 13 | M MSFT — | $7M | 14.5K | 0.00% | — |
| 14 | N NVDA — | $6.9M | 39.4K | 0.00% | — |
| 15 | A AAPL — | $6.9M | 25.2K | 0.00% | — |
| 16 | A AAPL — | $6.3M | 24.7K | 0.00% | — |
| 17 | A AAPL — | $6.3M | 24.7K | 0.00% | — |
| 18 | N NVDA — | $6.2M | 39.0K | 0.00% | — |
| 19 | N NVDA — | $5.6M | 51.2K | 0.00% | — |
| 20 | P PDI — | $5.5M | 60.0K | 0.00% | — |