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JOSEPH S. LUCEY

Secured Retirement Advisors, Llc

Assets Managed
$176.69M
Holdings
130
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-1.32%(2Q avg: -0.66%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Secured Retirement Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 130 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 176.69M in assets, with a quarterly growth rate of -1.32% and a 2-quarter average growth rate of -0.66%. The portfolio is managed by JOSEPH S. LUCEY, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
STRV
Strive 500 Etf
Recent Activity
Decreased -5.06%
4.42%
$7.808M
186,029 shares@ $41.98 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.75%
3.89%
$6.865M
39,366 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.07%
3.56%
$6.273M
24,716 shares@ $253.8 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Decreased -1.12%
3.07%
$5.417M
58,697 shares@ $92.29 avg price
GLW
Corning Inc
Recent Activity
Decreased -16.56%
3.01%
$5.317M
39,104 shares@ $135.98 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -21.61%
2.38%
$4.203M
11,355 shares@ $370.19 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 3.18%
2.36%
$4.162M
14,473 shares@ $287.57 avg price
ED
Consolidated Edison Inc
Recent Activity
Decreased -1.4%
2.13%
$3.753M
33,161 shares@ $113.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.82%
1.88%
$3.309M
15,888 shares@ $208.28 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -0.59%
1.81%
$3.192M
18,813 shares@ $169.66 avg price

1-10 of 130