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JOSEPH S. LUCEY

Secured Retirement Advisors, Llc

Assets Managed
$194.88M
Holdings
134
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
10.3%(2Q avg: 4.49%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Secured Retirement Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Secured Retirement Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 194.88M in assets, with a quarterly growth rate of 10.3% and a 2-quarter average growth rate of 4.49%. The portfolio is managed by JOSEPH S. LUCEY, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
STRV
Strive 500 Etf
Recent Activity
Decreased -3.77%
4.44%
$8.646M
179,003 shares@ $48.3 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -7.82%
3.73%
$7.26M
36,284 shares@ $200.09 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.15%
3.67%
$7.141M
24,677 shares@ $289.37 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Decreased -2.22%
2.72%
$5.292M
57,389 shares@ $92.22 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 10.46%
2.41%
$4.678M
12,542 shares@ $373.03 avg price
CSCO
Cisco Systems Inc
Recent Activity
Increased 3.22%
2.02%
$3.926M
33,428 shares@ $117.47 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -35.93%
1.71%
$3.314M
9,272 shares@ $357.39 avg price
CAT
Caterpillar Inc
Recent Activity
Increased 72.99%
1.67%
$3.246M
3,048 shares@ $1064.9 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 246.04%
1.62%
$3.146M
5,585 shares@ $563.33 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -23.11%
1.5%
$2.912M
12,216 shares@ $238.34 avg price

1-10 of 134